California M&A Advisor
Poe Group Advisors
Morry brings many years of experience in the financial industry to the Poe Group team. He spent the first 15 years of his career as a stock analyst and worked with several global investment banks (including Goldman Sachs and Citigroup) during his tenure, primarily following the retail consumer sector. Morry’s expertise gained him frequent features on CNBC and in other publications such as The Wall Street Journal, Forbes and Barron’s.
Post-Wall Street, Morry founded a responsible investment app that allows individual investors to easily invest in a customized ESG-driven portfolio. He has also provided outsourced CFO services to early-stage startups, assisting with fundraising, M&A advisory, pro forma financial projections and investor relations. Morry currently lives in Los Angeles with his wife and two children.
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