Category: Private Equity Podcast

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...

What Private Equity Means for Small and Midsize CPA Firms
Rebekah Brown Olson didn’t plan to lead a state CPA society. A single leadership assessment during a firm training session reframed how she saw her own strengths, and thirteen years...

Make Sense of the Accounting M&A Market: Personal Timing is Still Most Important
Recently, we had the pleasure of doing a crossover podcast episode with Rob Brown from the Inside Public Accounting podcast. We discussed the current landscape of accounting practice M&A, the...

Private Equity Market Update in the Accounting Space: With Guest Morry Brown
The Evolving Role of Private EquityIn this special episode of The Accountant’s Flight Plan, Brannon meets with Morry Brown, regional market leader here at Poe Group Advisors, formerly of Goldman...

Brannon Poe Talks Private Equity Interest in Seven to Eight Figure Firms and General M&A on “On the Air with Accounting Today”
I recently had the pleasure of joining Dan Hood, Editor-in-Chief of Accounting Today, on his podcast On the Air with Accounting Today to discuss one of the biggest shifts we’re...

Private Equity, Fit, and the Future of CPA Firm Deals with PGA Intermediary Morry Brown
In this episode of The Accountant’s Flight Plan Podcast, Brannon is joined by Morry Brown, California market leader at Poe Group Advisors and a longtime family friend. Morry shares his...

Building a Scalable Firm with Offshoring, AI, and Talent Strategy — with Wayne Findlay
In this episode of The Accountant’s Flight Plan, we are joined by Wayne Findlay—entrepreneur, founder of Findlay & Co., and CEO of The Back Room. Wayne shares his global perspective...

What the Influx of Private Equity in the Accounting Industry Means for Your CPA Firm
Why has there been such an increase in private equity buyers acquiring accounting firms and what does this mean for the industry? In this episode of the Accountant’s Flight Plan...
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