Engage with colleagues, industry leaders and the Poe Group Advisors team at one of the profession’s largest annual events. AICPA® ENGAGE is one of the industry’s largest annual events and

Woodward’s annual conference promises to help you navigate this “Strange New World.” Join us in Orlando to master the skills and learn the insights that will empower your practice to

Valuing a CPA firm is far more complex than applying a simple revenue multiple. In today's M&A environment, firm value is shaped by financial performance, risk, scalability, market exposure, and

Boost Your Bottom Line and Retain Good Staff A Practice Management Workshop Preview Not all clients are created equal. The top 20% generate the majority of profit, while the bottom

What is your business really worth (operationally and monetarily)? Most tax prep business owners spend years building a practice without ever gaining clarity on its true worth, what drives its

Poe Group Advisors is proud to be a sponsor at the CalCPA Members Club Summit, taking place July 29–31 at Loews Coronado Bay Resort in San Diego.

Poe Group Advisors' Barbara Agerton, CPA, joins a panel of brokers, firm partners, and buyers to discuss the current landscape for CPA firm acquisitions and transitions. The conversation covers market

Boost Your Bottom Line and Retain Good Staff A Practice Management Workshop Preview Not all clients are created equal. The top 20% generate the majority of profit, while the bottom

The "1x revenue" rule is gone, and the owners who understand today's playbook are walking away with better deals. Join Brannon Poe, CPA, founder of Poe Group Advisors and E&Y

Poe Group Advisors is proud to sponsor Accountex Canada 2026. Whether you’re thinking about selling your practice, growing through acquisition, or just want to know what your firm is worth today, our team will be on hand for candid, confidential conversations.

Join Brannon Poe, CPA and founder of Poe Group Advisors along with Morry Brown, regional market lead, for their Accounting Today PE Summit session.

Poe Group Advisors founder Brannon Poe, CPA will be leading a session at this year’s 2026 CPA Summit: “The Price Works. Does the Rest of the Deal? - How to Protect Your Team, Clients and Legacy When Choosing a Buyer”