Category: Practice Management

Inside the CPA Firm M&A Market: Private Equity, Valuation, and What’s Next
Private equity has pushed CPA firm valuations higher than anyone expected, and Brannon Poe says the accounting profession still has significant runway left. In this solo episode, Brannon steps away...

The Power of Focus Series
Welcome to the Power of Focus, a mini-series produced in partnership with Accounting Practice Academy. Throughout the series, you’ll hear from APA alumni, members of our Poe Group team, and...

Focus Works Every Time: Closing Out the Power of Focus Series
Seven episodes. Dozens of real-world examples. One recurring answer. Brannon Poe and Ian Brennan sit down one more time to close out the Power of Focus series. Throughout this series,...

How a $1.5M Firm Grew to $7M Organically with Jason Ackerman
Jason Ackerman, Co-Managing Partner at BNA Advisors, helped grow the firm from a $1.5 million firm to over $7 million organically, without acquiring a single practice. He joined his father’s...

How To Get A 4-Day Weekend During Tax Season
Chip Summers worked 2,900 hours a year for over 25 years. Every Saturday. Some Sundays. Always behind. Then he made a series of decisions that transformed his firm. He raised...

How Niching Down to Veterinarians Built a 15X Practice
Greg Toner kept only his best clients, raised prices, picked one niche, and grew his practice 15X. While many CPAs accept any business that comes their way, Greg found success...

Half a Million in Six Months: How to Transform Firm Value
In this second episode of The Power of Focus Series, Bill and Chris Murphy share how they increased their firm’s value by half a million dollars in six months. They...

Navigating the Sale of a CPA Practice From a Seller Turned Intermediary
Barbara Agerton flunked retirement. After selling her California CPA practice, she thought she’d ride off into the sunset with her husband. Instead, she got bored, picked up the phone, and...
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