SUCCESSION PLANNING GUIDE

Our Succession Planning Guide helps you get prepared when mapping out your CPA firm’s exit strategy. Learn more about the when, the who and the how. 

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READ OUR MOST VALUABLE SELLER BLOGS

We’ve hand selected our most insightful articles to help you start your seller journey.

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STRATEGIC GUIDE TO SELLING YOUR ACCOUNTING FIRM VIDEO

Our video will help you understand the value of your virtual or traditional CPA practice and how to create a seamless exit strategy. 

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HOW MUCH IS MY CPA PRACTICE WORTH?

Do you know how your practice will fare on the open market? Learn the KEY FACTORS that drive up the value of your practice in our free CPA valuation report.

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READY TO BEGIN YOUR SELLER JOURNEY?

Whether you are ready to sell now or five years from now, let’s talk.     

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PREPARING YOUR CPA FIRM FOR A SALE

We wrote this book from a mergers & acquisitions perspective. What if you focused not only on income but also on valuation? You can create a better practice for you and your employees to enjoy, or build it to sell. The choice is yours.

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CPA PRIVATE EQUITY M&A REPORT

Read the report for insight on why private equity is so interested in accounting firms, how this is affecting firm valuations and what you can do to properly evaluate PE interested in your practice.

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ACCOUNTING PRACTICE ACADEMY™

In Accounting Practice Academy™, we’ve leveraged our decades of experience in mergers and acquisitions to create a workshop that accountants have long desired – a pathway toward a balanced and profitable life.      

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WE SELL CLOUD CPA FIRMS

Poe Group Advisors is a leading seller of virtual accounting practices.

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“We chose your group because of your reputation for selling firms at high multiples, as well as for your philosophy that high-quality firms should sell with cash deals. You came through on both counts – well done!”
BILL BEDOR, CPA

READY TO PUT YOUR ACCOUNTING FIRM ON THE MARKET?

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