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
