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.
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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 trends, valuation drivers, deal structures, and the practical realities of buying or selling a practice. The session also addresses internal buy-ins, including what prospective partners |
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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 segment drains time, energy, and margins. Understanding your client mix is the key to boosting profitability and protecting your team from burnout. In this 1-hour |
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