Tag: poe group podcast
When Internal Succession Fails: Why Multi-Partner CPA Firms Are Turning to External Sales
You’ve spent years developing your next generation of partners, but what happens when they don’t want to lead, can’t secure financing, or simply aren’t the right fit to take over?
From Survival Mode to Sustainable Success in Your CPA Firm with Lisa Smith
We sat down with Lisa Smith who is a functional medicine dietitian, gut-health expert, and founder of Lisa Smith Wellness. She explains the realities of deep stress and the health
Building Trust and Value In Your Accounting Firm Through Marketing with Kristen Corey
In this episode of The Accountant’s Flight Plan Podcast, we sit down with Kristen Corey, founder of MediaBooks Agency, to talk about how accountants can use marketing to strengthen their
The AI-First CPA Firm: Redefining Accounting with Jody Padar, The Radical CPA
In this episode of The Accountant’s Flight Plan Podcast, we sit down with Jody Padar, known across the industry as The Radical CPA, to discuss how artificial intelligence is reshaping
Grow Your Business Meaningfully with Rob Dube
Quality leadership that grows your accounting practice isn’t about pushing your team to work harder. While it may sound counterintuitive, modeling a healthy, balanced life is what actually moves the
Private Equity Market Update in the Accounting Space: With Guest Morry Brown
The Evolving Role of Private EquityIn this special episode of The Accountant’s Flight Plan, Brannon meets with Morry Brown, regional market leader here at Poe Group Advisors, formerly of Goldman
Former Seller Raffi Yousefian Talks About How Niching Down Transformed His CPA Firm
From A Big Four Firm to Entrepreneurship In this special episode of The Accountant’s Flight Plan, Brannon sat down with Raffi Yousefian, a NY/DC-based CPA and entrepreneur, to discuss his
Private Equity, Fit, and the Future of CPA Firm Deals with PGA Intermediary Morry Brown
In this episode of The Accountant’s Flight Plan Podcast, Brannon is joined by Morry Brown, California market leader at Poe Group Advisors and a longtime family friend. Morry shares his
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