LEARN MORE ABOUT OUR UNIQUE PROCESS

Interested in exploring the sale of your practice? We’re here to help you navigate through a rewarding transition.

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Planning to sell your practice?

Our Succession Planning Guide will help you ask the right questions and feel prepared as you consider your options.

Selling Your Practice?

Our video will help you understand the value of your practice and how to craft a seamless exit strategy.

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What is your practice worth?

Download this free report to learn about what drives accounting practice values.

Why You Should Work With Our Team

  • Our 5-step process, the Seamless Succession™, helps ensure a smooth transition.
  • We have buyers in all 50 states and throughout Canada.
  • Our experienced team is ready to help you achieve your goals.
  • We partner with you to create a strong succession plan.

Our three goals for every sale are to maximize the value of the practice, make the process simple and help the buyer succeed. Explore our complimentary resources as you begin the listing process:

Valuable Articles

View our most insightful articles on the selling process.

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5-Step Process

Learn more about the Seamless Succession™, our unique 5-step process.

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Register as a Seller

Let us help you get started with a complimentary consultation.

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Succession Planning

Put years of accounting practice transition experience to work for you in your succession planning.

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Free Valuation

Ready to talk numbers? We're here to help.

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Client Testimonials

See what our past clients have to say.

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FREQUENTLY ASKED QUESTIONS

Selling your practice comes with many questions. Let us help you get the answers so you feel adequately prepared to take your next steps.

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CLIENT TESTIMONIALS

We've had the privilege to work with some outstanding clients here at Poe Group Advisors. If you want to learn more about working with our team, they have a lot to share.

View Our TESTIMONIALS
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