PRIVATE EQUITY RESOURCES
The accounting industry has become increasingly appealing to private equity firms. But what does this mean for owners ready to sell? Our accounting Practice Intermediaries can help you decide if PE is the right fit for the sale of your accounting practice. Check out our private equity resources.
PRIVATE EQUITY REPORT
IS A PE SALE RIGHT FOR MY ACCOUNTING FIRM?
There is a lot to learn about private equity deals. Uncover the seven key considerations for private Equity M&A in the accounting industry in this free downloadable report.
PRIVATE EQUITY PODCASTS
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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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Private Equity Considerations For Selling Your CPA Practice with Intermediary Laurens Ball – Podcast
Hear first-hand experiences on dealmaking from intermediary, Laurens Ball, on considerations for private equity buyers and finding the right fit. Whether selling your firm or looking to buy, finding the
PRIVATE EQUITY BLOGS
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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
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Why are Private Equity Firms Acquiring Accounting Practices? What do they see in our industry?
For a deeper dive into private equity CPA M&A check out our new market update report on the topic! poegroupadvisors.com/cpa-private-equity/ Why are private equity firms flocking to acquire accounting firms?
WEBINAR REPLAY
NAVIGATE PRIVATE EQUITY’S IMPACT
How is PE shaping the industry? Learn the latest trends, insights and next steps for your practice in this market update webinar replay from our experts.
BOOKS
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
Accounting Practice Academy is a community-based 8-week workshop designed to transform your practice. Learn how to increase profitability and reduce owner hours while connecting with firm owners like you.
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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