Poe Group Advisors

Private Equity M&A Market Update Webinar
2025-07-30 14:00 - 15:30 (America/New_York) | Virtual
Join Brannon Poe, CPA and Regional Market Leader Morry Brown, formerly Goldman Sachs, for a focused session on what accounting firm owners need to know before engaging with private equity buyers. This exclusive webinar will be held on July 30 from 2 – 3 p.m. ET. Register today!
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Scaling New Heights® Conference by Woodard
2025-06-22 - 2025-06-25
We are thrilled to sponsor the 2025 Scaling New Heights® Conference by Woodard in Orlando, Florida, at the Orlando Marriott World Center. This four-day accounting technology event is one of the largest gatherings of accountants and bookkeepers in the country. Reserve your spot and prepare for advanced education, tech exploration and networking!
Register today at woodard.com/scaling-new-heights-2025.
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AICPA® & CIMA® Engage 25
2025-06-09 - 2025-06-12
You’re in luck! Join us for AICPA® & CIMA® ENGAGE 25, hosted at ARIA Resort & Casino in Las Vegas and live online! Wherever you are in your career, this industry-wide event is sure to have the inspiration and answers you need to succeed. We are proud to sponsor this annual celebration that unites thousands in the accounting field. Be sure to stop by our booth during the event! Register today: aicpa-cimaengage.com
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Prepare Your Firm For a Sale (Webinar)
2025-05-28 | Virtual
Ready to sell your accounting firm? Prepare to transition from your practice with confidence. Join our upcoming webinar to learn how to avoid common pitfalls and maximize your exit strategy.
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Reclaim Your Time and Maximize Profits (Webinar)
2025-05-21 | Virtual
Discover the keys to improving your practice, increasing profits and reducing hours in this Accounting Practice Academy-exclusive webinar hosted by Poe Group president Brannon Poe.
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How To Buy an Accounting Firm (Webinar)
2025-05-15 | Virtual
Thinking of acquiring an accounting firm? In this exclusive webinar, you’ll learn industry-proven strategies that will prepare you to (successfully) acquire a practice. Participants can attend anonymously through a confidential Zoom link.
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PASBA 2025 Spring Marketing & Technology Conference
2025-05-05 - 2025-05-08
We’re excited to be a sponsor for this year’s PASBA Spring Marketing & Technology Conference in Clearwater Beach, Florida. Join us from May 5-8 at the new Opal Sol for this energizing opportunity to network, speak with peers and celebrate fellow PASBA members. Register now at na.eventscloud.com/website/82573/.
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ncaCPA 85th Annual Symposium
2024-11-18 - 2024-11-20
We’re looking forward to attending the ncaCPA 85th Annual Symposium this November 18 – 20. Our team will be on-site to meet with CPAs from across the state, hearing from engaging speakers and making new connections. Register today at https://www.ncacpa.org/symposium/.
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Accountex Canada 2024
2024-11-05 - 2024-11-06
Join our team at Accountex Canada 2024 this November 5 and 6! We’ll be hosting a booth during the event at the Metro Toronto Convention Centre. We look forward to making new connections, learning from industry experts and sharing more about how Poe Group Advisors can help you!
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THRIVEAL DEEPER WEEKEND 2024
2024-10-23 - 2024-10-25 | The 405, 405 Westfield Street, Greenville, SC, 29601, United States
Join us for Deeper Weekend 2024 in Greenville, South Carolina. Poe Group Advisors is proud to be a sponsor of Thriveal’s 13th annual conference, which promises to arm CPAs with education, research, encouragement and more from our industry’s best and brightest.
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Market Update Webinar (Sept. 24)
2024-09-24 15:30 - 16:30
Join Poe Group Advisors president, CPA and M&A specialist Brannon Poe for a live webinar. We’ll delve into the latest trends impacting CPA firm valuations and analyze how private equity is shaping the future. We’ll also explore what these changes mean for your practice.
We’ll host two separate sessions on Sept. 18 and Sept. 24, both beginning at 3:30 p.m. ET.
Learn more and register for the webinar at poegroupadvisors.com/market-update
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Market Update Webinar (Sept. 18)
2024-09-18 15:30 - 16:30

CPB Canada IGNITE 2024
2024-09-10 - 2024-09-13 | RBC Convention Centre, 375 York St, Winnipeg, MB, R3C 3J3, Canada
Join our team at CPA Canada’s IGNITE 2024 conference this September 10 – 13. Bookkeeping, accounting and finance professionals, along with industry partners, will gather to foster valuable connections and hear from the industry’s top leaders. Darryl Boyd of Poe Group Advisors will also be speaking on Sept. 12 at 3:45 p.m. Be sure to join us for his session: ‘From Operations to Exit: Building a Valuable Accounting Firm’
Learn more and register today at https://ignite.cpbcan.ca/
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Profitable Lifestyle Firm Summit
2024-08-27 - 2024-08-29 | Virtual
Join Brannon Poe, CPA alongside other industry leaders for this virtual conference, taking place August 27 – 29. The Profitable Lifestyle Firm Summit is for small tax and accounting firm owners and is designed to shift your firm from the traditional expectation of long hours, demanding clients and stressful deadlines to a profitable, sustainable business that allows for freedom and autonomy. Register at https://profitablelifestylefirm.com/.
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XEROCON NASHVILLE
2024-08-14 - 2024-08-15 | Music City Center, 201 Rep. John Lewis Way S, Nashville, TN, 37203, United States
Join us in Nashville for a conference you don’t want to miss – featuring accounting and bookkeeping leaders from North America and beyond. Plus, Brannon Poe will be serving as an honored judge alongside industry influencers and Xero’s key leaders!
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July 23 - Live APA Webinar
2024-07-23 16:00 - 17:00
This live webinar will give you a glimpse into our Accounting Practice Academy workshop. Learn about the factors that drive practice value, firm benchmarks to target and how to implement change that improves your practice. Sign up now for July 17 at 4 p.m. ET or July 23 at 4 p.m. ET.
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July 17 - Live APA Webinar
2024-07-17 16:00 - 17:00

TXCPA 2024 ANNUAL MEETING OF MEMBERS AND LEADERSHIP COUNCIL MEETING
2024-06-28 - 2024-06-29
Our team is thrilled to join TXCPA members at this members-only event, sponsored by Goodman Financial. The 2024 annual meeting will be held in Frisco, Texas, at the Omni Frisco Hotel at the Star. Visit us at the Poe Group Advisors booth and prepare for an exciting weekend, including a silent auction, awards luncheon and more.
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Get Connected by QuickBooks
2024-06-24 - 2024-06-25
Join Poe Group’s regional market leader, Darryl Boyd, for Get Connected by QuickBooks, hosted June 24-25 at the Metro Toronto Convention Center. This major event brings together accountants, industry experts and the Intuit team to connect, share and grow as one community. Don’t miss Darryl’s presentation on June 24: “From Operations to Exit: Building a Valuable Accounting Firm.”
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AICPA® & CIMA® ENGAGE 24
2024-06-03 - 2024-06-06
Next-level learning opportunities await at ENGAGE 24. Presented by AICPA® and CIMA®, this annual expo is one of the industry’s largest events for peers and experts, seasoned executives and budding professionals alike. Join Poe Group Advisors at ARIA Resort & Casino in Las Vegas (and live online) for networking, career development and industry insights.
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Live APA Webinar
2024-05-21 16:00 - 17:00, 2024-05-15 16:00 - 17:00
This live webinar will give you a glimpse into our Accounting Practice Academy workshop. Learn about the factors that drive practice value, firm benchmarks to target and how to implement change that improves your practice. Sign up now for May 15 at 4 p.m. ET or May 21 at 4 p.m. ET.
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PASBA 2024 Spring Marketing & Technology Conference
2024-04-29 - 2024-05-02
Join our team in St. Pete Beach, Fla. for the 2024 PASBA Spring Marketing & Technology Conference. This annual event promises to provide essential tools, workshops and networking opportunities to prospective, new and long-time PASBA members. We look forward to connecting with and supporting small business owners as an exhibitor at this year’s event.
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SCA CPA 2023 Fall Fest
2023-11-16 - 2023-11-17
Join with our team at this year’s SCA CPA Fall Fest. This conference is a comprehensive experience, offering attendees the ability to unwind, relax, laugh, learn and connect. Meet likeminded CPAs and get to know other partners in the industry, like Poe Group Advisors. We look forward to seeing you there.
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Accountex Canada 2023
2023-11-15 - 2023-11-16
The Accountex conference is returning to Canada! Join our team at the Poe Group Advisors booth, alongside 75+ leading fintech companies, to discover the latest updates in accounting/finance and networking opportunities. The conference covers key topics in financial planning, taxation and auditing to help CPAs gain professional insights and thrive in business.
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NCACPA 84th Annual Symposium
2023-11-13 - 2023-11-15
Join our Poe Group team at the 84th annual NCACPA Symposium, were CPAs will have the opportunity to connect with empowering though-leaders, review engaging content and connect with other professionals in the field. Whether you’re considering the sale of your firm in the coming years, looking to buy a firm or just want to hear our thoughts on the latest accounting industry trends, our Poe Group Advisors team looks forward to meeting you there.
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Speaker - Deeper Weekend 2023
2023-10-25 - 2023-10-27
Located in the beautiful city of Greenville, SC, Deeper Weekend is a conference created for all accounting firm entrepreneurs, providing guidance for a stronger firm future and insight on acquiring, selling, merging and scaling firms. Poe Group Advisors is proud to serve as a speaker at this event as well as sponsor for this impactful conference for entrepreneurial owners.
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Speaker - Xero Roadshow 2023 Accelerate (Los Angeles, CA)
2023-08-17
Is your accounting firm optimized for a successful sale? Maximizing your firm’s values is critical to success for you (the owner), your team and prospective buyers. In this engaging breakout session, Poe Group president Brannon Poe will uncover how you can build your firm’s value, pinpoint potential scaling challenges and prep your firm for a profitable sale. Learn more and register below!
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Speaker - Xero Roadshow 2023 Accelerate (Atlanta, GA)
2023-08-03
Is your accounting firm optimized for a successful sale? Maximizing your firm’s values is critical to success for you (the owner), your team and prospective buyers. In this engaging breakout session, Poe Group president Brannon Poe will uncover how to build your firm’s value, pinpoint potential scaling challenges and prep your firm for a profitable sale. Learn more and register below!
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Speaker - Xero Roadshow 2023 Accelerate (Austin, TX)
2023-07-27
Is your accounting firm optimized for a successful sale? Maximizing your firm’s values is critical to success for you (the owner), your team and prospective buyers. In this engaging breakout session, Poe Group president Brannon Poe will uncover how to build your firm’s value, pinpoint potential scaling challenges and prep for a profitable sale. Learn more and register below!
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