Founder
Poe Advisors
Poe Group Advisors (PGA) was founded by Brannon Poe, CPA. Brannon has been brokering Accounting Firms for 20 years. He got his start as a CPA at Ernst and Young. In 2003 he began facilitating accounting firm sales on the East Coast of the U.S. Now, PGA has helped facilitate hundreds of transitions all over the U.S and Canada.
Check out our blog at Poegroupadvisors.com. PGA creates content, including the Accountant’s flight plan podcast, that helps firm owners buy, sell and grow their business. Poe Group Advisors’ nationally recognized brand and content means they have thousands of qualified buyers in their database. The PGA sales process ensures favorable deals, compatible buyer/seller matching and a quick, guided transition. PGA helps sellers exit with cash and buyers enjoy a compatible firm with high client and employee retention.
Brannon is a thought leader and author of several books within the accounting space, creating content that has been published by the AICPA and CPA Canada. In 2019 Brannon began Accounting Practice Academy™, a virtual workshop that helps accounting firm owners make more, work less and have fun while doing it.
The accounting M&A landscape has shifted dramatically, and firms under $10 million in revenue are navigating a uniquely complex environment. Buyer expectations have evolved, valuation methodologies have changed, and the options available to firm owners extend well beyond a traditional PE deal.
In this session, Brannon Poe, CPA, Founder of Poe Group Advisors, and Morry Brown, Regional Market Lead, draw on their experience guiding hundreds of firm owners through transitions to break down what smaller firm leaders need to know when planning an exit