upcoming events

  • Speaker – Converge Conference with NCACPA

    This three-day inaugural industry conference presented by NCACPA invited accountants from across the state to collaborate, challenge themselves and create positive change in their lives, careers and organizations. Brannon gave a speech on how to prepare your accounting firm for sale.

  • Speaker – Spring Splash with SCACPA

    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.

  • Speaker – How To Prepare Your Accounting Firm For a 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.

  • Speaker – Get Connected (Toronto) by QuickBooks

    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.

  • Speaker – Xero Roadshow 2023 Accelerate (Austin, TX)

    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

  • Speaker – Xero Roadshow 2023 Accelerate (Atlanta, GA)

    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

  • Speaker – Xero Roadshow 2023 Accelerate (Los Angeles, CA)

    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

  • Speaker – Deeper Weekend 2023

    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

  • NCACPA 84th Annual Symposium

    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