S3E16. Buying and Selling CPA Firms with Brannon Poe

Brannon Poe, the founder of Poe Group Advisors, has been facilitating advisors’ successful accounting practice transitions throughout the US and Canada since 2003. He’s also the creator of Accounting Practice Academy, an eight-week virtual workshop for accounting practice owners. He’s the author of the Account Practice Insights blog and hosts the Accounting Flight Plan podcast with other top thought leaders in the profession. He is also the author of several books, including “Accountant’s Flight Plan” and “On Your Own.” Poe’s company buys and sells CPA firms, which he’s been doing for 17 years now. We talk about why a partner would want to sell their firm, why there’s so much demand for buying and selling right now, as well as a peek inside his Accounting Practice Academy. To learn more, and for the complete show notes, visit: petermargaritis.com Resources: poegroupadvisors.com linkedin.com/in/brannon-poe-65984012/ Accounting Practice Academy Listen: Accounting Flight Plan podcast Read: “Accountant’s Flight Plan” Read: “On Your Own” Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices