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X-WR-CALDESC:Events for Poe Group Advisors
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DTSTART;VALUE=DATE:20260608
DTEND;VALUE=DATE:20260611
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CREATED:20260402T190426Z
LAST-MODIFIED:20260402T190426Z
UID:16377-1780876800-1781135999@poegroupadvisors.com
SUMMARY:AICPA® ENGAGE 2026
DESCRIPTION: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 your home base for answers\, insights and opportunities in the accounting space. \n  \nRegister today for AICPA ENGAGE 2026. \nGuide to Data-Driven Client Selection (WEBINAR) was last modified:  August 14th\, 2026 by
URL:https://poegroupadvisors.com/event/aicpa-engage-2026/
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260614
DTEND;VALUE=DATE:20260618
DTSTAMP:20260402T190503Z
CREATED:20260402T190503Z
LAST-MODIFIED:20260402T190503Z
UID:16380-1781395200-1781740799@poegroupadvisors.com
SUMMARY:Scaling New Heights 2026 by Woodward
DESCRIPTION: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 navigate AI advancements\, sweeping policy change\, staffing challenges\, M&A’s growing presence and more. \nRegister today for Scaling New Heights 2026. \nGuide to Data-Driven Client Selection (WEBINAR) was last modified:  August 14th\, 2026 by
URL:https://poegroupadvisors.com/event/scaling-new-heights-2026-by-woodward/
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DTSTART;TZID=America/New_York:20260623T130000
DTEND;TZID=America/New_York:20260623T140000
DTSTAMP:20260617T102624Z
CREATED:20260617T102544Z
LAST-MODIFIED:20260617T102624Z
UID:16712-1782219600-1782223200@poegroupadvisors.com
SUMMARY:Accounting Today Web Seminar: CPA Firm Valuation in the Age of Private Equity
DESCRIPTION: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 buyer fit. \nJoin Brannon Poe\, CPA and Morry Brown as they break down how buyers assess value\, why valuation ranges vary so widely\, and which factors most directly influence price and deal terms. \nThis session covers: \n\nHow buyers evaluate firm value in today’s market\nWhy private equity has changed valuation expectations\nWhich factors most directly influence price and deal terms\nHow to position your firm to maximize value before going to market\n\nNASBA CPE credit offered. \nPresented in partnership with Accounting Today. Moderated by Dan Hood\, Editor-in-Chief. \nRegister today. \n\nGuide to Data-Driven Client Selection (WEBINAR) was last modified:  August 14th\, 2026 by
URL:https://poegroupadvisors.com/event/accounting-today-web-seminar-cpa-firm-valuation-in-the-age-of-private-equity/
LOCATION:Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260624T153000
DTEND;TZID=America/New_York:20260624T163000
DTSTAMP:20260611T135448Z
CREATED:20260602T140816Z
LAST-MODIFIED:20260611T135448Z
UID:16613-1782315000-1782318600@poegroupadvisors.com
SUMMARY:Guide to Data-Driven Client Selection
DESCRIPTION:Boost Your Bottom Line and Retain Good Staff A Practice Management Workshop Preview \nNot 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. \nIn this 1-hour session\, you’ll learn how to apply data-driven tools to reshape your client base. You’ll also have the chance to ask questions during a live Q&A with Brannon Poe\, CPA (Founder)\, and Ian Brennan (Workshop Coordinator). \nIn this session\, we’ll explore: \n\nHow to identify profit-draining clients — and what to do about them\nWays to double down on your top 20% to maximize margins\nPractical tools to free up capacity\, improve morale\, and grow firm value\n\nRegister today. \nGuide to Data-Driven Client Selection (WEBINAR) was last modified:  August 14th\, 2026 by
URL:https://poegroupadvisors.com/event/guide-to-data-driven-client-selection/
LOCATION:Virtual
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DTSTART;TZID=America/New_York:20260630T140000
DTEND;TZID=America/New_York:20260630T150000
DTSTAMP:20260624T181720Z
CREATED:20260624T181619Z
LAST-MODIFIED:20260624T181720Z
UID:16742-1782828000-1782831600@poegroupadvisors.com
SUMMARY:What Is Your Tax Preparation Business Worth? A Practical Framework for Valuation and Future Planning (WEBINAR)
DESCRIPTION:What is your business really worth (operationally and monetarily)? \nMost tax prep business owners spend years building a practice without ever gaining clarity on its true worth\, what drives its value or how to increase that value without working harder. This webinar changes that. \nJoin our founder\, Brannon Poe\, CPA\, and host Brandon Sims\, senior content marketing manager at Wolters Kluwer Tax & Accounting\, for an insightful discussion that will help you make smarter decisions for a stronger\, more profitable business. \nThis session covers: \n\nWhat really determines the true monetary value of a tax prep business\nWhy revenue alone is misleading (and what matters more)\nThe biggest mistakes that quietly destroy value and freedom\nHow pricing\, systems and owner dependence affect exit options\nPractical steps to make your business more attractive to buyers\, successors or heirs\n\nOne (1) CPE for NASBA/CPAs will be offered. Presented by Wolters Kluwer. \nSeats are limited. Register today. \nGuide to Data-Driven Client Selection (WEBINAR) was last modified:  August 14th\, 2026 by
URL:https://poegroupadvisors.com/event/what-is-your-tax-preparation-business-worth-a-practical-framework-for-valuation-and-future-planning-webinar/
LOCATION:Virtual
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