As the industry’s leading accounting practice intermediaries, our proven process finds you the best-fit buyer and price for your firm’s legacy. Poe Group Advisors has a strong pool of qualified buyers and investment partners able to make strong offers with clean terms. We negotiate a simple deal on your behalf.

Netgain delivers fully managed IT, Azure cloud and cybersecurity services tailored to the needs of CPA firms. With 25+ years of experience, we help firms stay secure, compliant and high-performing – supporting smooth growth, streamlined operations and fewer surprises when teams, clients or systems expand.

Fieldguide is the leader in purpose-built, enterprise-ready AI for Audit and Advisory, focused on transforming professional services through innovative AI solutions. The company’s end-to-end engagement platform bridges innovation across firms and aggregates AI best practices, enabling audit and advisory practitioners to deliver superior work, enhance client experiences, and unlock growth for the next decade.

C&R Consulting LLC (CNR) is part of the globally present C&R Consulting Group, headquartered in New Jersey. C&R is a specialized outsourcing service provider exclusively to Accounting Firms. With more than 15 years of experience, C&R has the track record of handling range of firms, from top10 firms to boutique firms.

Crete Professionals Alliance is a national partnership of premier accounting and advisory firms. Combining local autonomy with national resources, Crete empowers its partner firms with technology, scale, and AI innovation. Backed by Thrive Capital and Bessemer Venture Partners, Crete is redefining professional services and recognized as Accounting Today’s fastest-growing firm.

Ascend is a modern platform for entrepreneurial CPA firms to stay independent while growing together. We provide capital, resources, and a PeopleFirst support team to fuel talent, technology, and mergers – empowering hundreds of new firm owners and the next generation of accounting leaders.

Alan & James Partners (“AJP”) is a leading acquiror of entrepreneurial accounting firms seeking to reach their full potential while retaining their independence, identity, and culture. AJP supports its partner firms with strategic growth initiatives, technology, and access to shared resources that help elevate their teams.

Platform is a next-gen accounting and professional services group created in 2015 to preserve what’s great about boutique firms, while providing the technology, operational capacity, and vision needed to thrive in today’s world.