upcoming events

Poe Group president Brannon Poe joined his fellow South Carolina CPAs at this annual spring gathering with a speech. He shared his insights and understanding of how to prepare your accounting practice for sale.

It’s never too soon to plan your exit strategy! In this free LIVE discussion, Poe Group’s Brannon Poe, Darryl Boyd and Lisa Handziak shared key insights from their years of experience navigating CPA firm transitions to help practice owners prepare for a successful sale of their firm.

QuickBooks’ annual Get Connected event is a must for accountants and bookkeepers serious about success. This year, Poe Group’s own Daryl Boyd joined the Toronto event as a featured speaker to discuss the challenges and opportunities associated with acquiring and selling accounting firms.

Is your accounting firm optimized for a successful sale? Maximizing your firm’s values is critical to success for you (the owner), your team and prospective buyers. In this engaging breakout session, Poe Group president Brannon Poe will uncover how to build your firm’s value, pinpoint potential scaling challenges and prep for a profitable sale. Learn

Is your accounting firm optimized for a successful sale? Maximizing your firm’s values is critical to success for you (the owner), your team and prospective buyers. In this engaging breakout session, Poe Group president Brannon Poe will uncover how to build your firm’s value, pinpoint potential scaling challenges and prep your firm for a profitable

Is your accounting firm optimized for a successful sale? Maximizing your firm’s values is critical to success for you (the owner), your team and prospective buyers. In this engaging breakout session, Poe Group president Brannon Poe will uncover how you can build your firm’s value, pinpoint potential scaling challenges and prep your firm for a

Located in the beautiful city of Greenville, SC, Deeper Weekend is a conference created for all accounting firm entrepreneurs, providing guidance for a stronger firm future and insight on acquiring, selling, merging and scaling firms. Poe Group Advisors is proud to serve as a speaker at this event as well as sponsor for this impactful

Join our Poe Group team at the 84th annual NCACPA Symposium, were CPAs will have the opportunity to connect with empowering though-leaders, review engaging content and connect with other professionals in the field. Whether you’re considering the sale of your firm in the coming years, looking to buy a firm or just want to hear

The Accountex conference is returning to Canada! Join our team at the Poe Group Advisors booth, alongside 75+ leading fintech companies, to discover the latest updates in accounting/finance and networking opportunities. The conference covers key topics in financial planning, taxation and auditing to help CPAs gain professional insights and thrive in business.

Join with our team at this year’s SCA CPA Fall Fest. This conference is a comprehensive experience, offering attendees the ability to unwind, relax, laugh, learn and connect. Meet likeminded CPAs and get to know other partners in the industry, like Poe Group Advisors. We look forward to seeing you there.

Join our team in St. Pete Beach, Fla. for the 2024 PASBA Spring Marketing & Technology Conference. This annual event promises to provide essential tools, workshops and networking opportunities to prospective, new and long-time PASBA members. We look forward to connecting with and supporting small business owners as an exhibitor at this year’s event.

This live webinar will give you a glimpse into our Accounting Practice Academy workshop. Learn about the factors that drive practice value, firm benchmarks to target and how to implement change that improves your practice. Sign up now for May 15 at 4 p.m. ET or May 21 at 4 p.m. ET.