THINKING ABOUT SELLING TO PRIVATE EQUITY? MAXIMIZE YOUR EXIT ON YOUR TERMS.
A strategic sale isn’t about finding a few buyers, it’s about finding the right buyer in a competitive environment with the right price and terms. That’s the power of a professional M&A process.
PRIVATE EQUITY REPORT
IS A PE SALE RIGHT FOR MY ACCOUNTING FIRM?
There’s a lot to learn about private equity deals. Uncover deal tactics, earnout traps and what to watch for in exclusivity clauses before you sign an LOI.
OUR PROCESS
The Seamless Succession
A strategic sale isn’t about finding a few buyers, it’s about finding the right buyer in a competitive environment with the right price and terms. Our experienced intermediaries have created our Seamless Succession™ to help you map out your CPA firm’s exit strategy.
PRIVATE EQUITY PODCASTS
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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 […]
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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 […]
WEBINAR REPLAY
NAVIGATE PRIVATE EQUITY’S IMPACT
How is PE shaping the industry? Learn what’s really happening in today’s private equity-driven market and how to use it to your advantage.
PRIVATE EQUITY BLOGS
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How Private Equity Is Reshaping Accounting Firm Management—And How Traditional Firms Can Compete
The accounting profession is undergoing a seismic shift. Private Equity (PE) is making aggressive moves into the space, shaking up firm structures, operations, and valuations. While the infusion of capital […]
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Deal Making (M&A) Observations on Private Equity in the Accounting Industry
Always remember – It’s all about the fit. An initial heavy focus on fit rather than the transactional elements of a deal is the best way to approach a potential […]
SELLER RESOURCES
CONSIDERING AN LOI?
Bypass the pitfalls of the LOI to avoid deal fatigue and/or collapse. Secure a stronger deal by knowing what to look for.
HOW DO YOU KNOW IF A BUYER IS A GOOD FIT FOR YOUR PRACTICE?
Protect your legacy and download our seller’s guide to evaluating buyers. This will serve as a checklist to expedite your buyer vetting process.
BOOKS
FAQ’s
ACCOUNTING FIRMS FOR SALE
EXPLORE OUR LISTINGS
We have a diverse list of traditional and virtual accounting practices for sale. Explore our online catalog of bookkeeping, CPA and Accounting firms, and sign up for alerts so you’re the first to know about new listings.
PRACTICE MANAGEMENT WORKSHOP
ELEVATE YOUR EXPERIENCE
Learn how to increase profitability and reduce owner hours while connecting with firm owners like you. Accounting Practice Academy is a community-based 8-week workshop designed to transform your practice.
TESTIMONIALS
At Poe Group Advisors, we know the journey is just as important as the destination. Whether you’re looking to buy or sell your CPA firm, our experienced team is ready to provide guidance at every stage. Don’t just take our word for it—browse our testimonials to see how we’ve helped clients write their next chapters.
Regulations around private equity ownership of accounting firms are evolving rapidly. In certain U.S. states and Canadian provinces, firm owners may be required to hold an active CPA license. We recommend checking with your local regulatory authority to ensure compliance.
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