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X-WR-CALDESC:Events for Poe Group Advisors
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DTSTART;TZID=America/New_York:20260624T153000
DTEND;TZID=America/New_York:20260624T163000
DTSTAMP:20260526T162339Z
CREATED:20260526T094502Z
LAST-MODIFIED:20260526T162339Z
UID:16513-1782315000-1782318600@staging.poegroupadvisors.com
SUMMARY:Guide to Data-Driven Client Selection
DESCRIPTION:Boost Your Bottom Line and Retain Good Staff A Practice Management Workshop Preview \nNot all clients are created equal. The top 20% generate the majority of profit\, while the bottom segment drains time\, energy\, and margins. Understanding your client mix is the key to boosting profitability and protecting your team from burnout. \nIn this 1-hour session\, you’ll learn how to apply data-driven tools to reshape your client base. You’ll also have the chance to ask questions during a live Q&A with Brannon Poe\, CPA (Founder)\, and Ian Brennan (Workshop Coordinator). \nIn this session\, we’ll explore: \n\nHow to identify profit-draining clients — and what to do about them\nWays to double down on your top 20% to maximize margins\nPractical tools to free up capacity\, improve morale\, and grow firm value\n\nRegister today. \nCalCPA Members Club Summit 2026 was last modified:  July 9th\, 2026 by
URL:https://staging.poegroupadvisors.com/event/guide-to-data-driven-client-selection/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://staging.poegroupadvisors.com/wp-content/uploads/2025/09/POE-APA-Sept-2025-Webinar-090825.png
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DTSTART;TZID=America/New_York:20260630T140000
DTEND;TZID=America/New_York:20260630T150000
DTSTAMP:20260624T112507Z
CREATED:20260624T112435Z
LAST-MODIFIED:20260624T112507Z
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SUMMARY:What Is Your Tax Preparation Business Worth? A Practical Framework for Valuation and Future Planning (WEBINAR)
DESCRIPTION:What is your business really worth (operationally and monetarily)? \nMost tax prep business owners spend years building a practice without ever gaining clarity on its true worth\, what drives its value or how to increase that value without working harder. This webinar changes that. \nJoin our founder\, Brannon Poe\, CPA\, and host Brandon Sims\, senior content marketing manager at Wolters Kluwer Tax & Accounting\, for an insightful discussion that will help you make smarter decisions for a stronger\, more profitable business. \nThis session covers: \n\nWhat really determines the true monetary value of a tax prep business\nWhy revenue alone is misleading (and what matters more)\nThe biggest mistakes that quietly destroy value and freedom\nHow pricing\, systems and owner dependence affect exit options\nPractical steps to make your business more attractive to buyers\, successors or heirs\n\nOne (1) CPE for NASBA/CPAs will be offered. Presented by Wolters Kluwer. \nSeats are limited. Register today. \nCalCPA Members Club Summit 2026 was last modified:  July 9th\, 2026 by
URL:https://staging.poegroupadvisors.com/event/what-is-your-tax-preparation-business-worth-a-practical-framework-for-valuation-and-future-planning-webinar/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://staging.poegroupadvisors.com/wp-content/uploads/2026/06/wolters-kluwer-logo.png
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DTSTART;VALUE=DATE:20260729
DTEND;VALUE=DATE:20260801
DTSTAMP:20260709T105905Z
CREATED:20260709T105905Z
LAST-MODIFIED:20260709T105905Z
UID:16592-1785283200-1785542399@staging.poegroupadvisors.com
SUMMARY:CalCPA Members Club Summit 2026
DESCRIPTION:Poe Group Advisors is proud to be a sponsor at the CalCPA Members Club Summit\, taking place July 29–31 at Loews Coronado Bay Resort in San Diego. Morry Brown\, our California regional director\, will be on-site and available to connect with attendees throughout the event. Whether you’re exploring what your firm might be worth\, thinking through your transition timeline\, or simply curious about what the current market looks like for California practices\, this is a great opportunity to have a candid\, no-pressure conversation with someone who knows this market well. Stay tuned for more details on how to connect with Morry at the event. \nCalCPA Members Club Summit 2026 was last modified:  July 9th\, 2026 by
URL:https://staging.poegroupadvisors.com/event/calcpa-members-club-summit-2026/
LOCATION:Loews Coronado Bay Resort\, 4000 Coronado Bay Rd\, Coronado\, CA\, 92118\, United States
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DTSTART;TZID=America/New_York:20260804T083000
DTEND;TZID=America/New_York:20260804T170000
DTSTAMP:20260526T162139Z
CREATED:20260526T095127Z
LAST-MODIFIED:20260526T162139Z
UID:16515-1785832200-1785862800@staging.poegroupadvisors.com
SUMMARY:Buying In or Selling Out: What CPAs Need to Know About Today's Firm Market | TXCPA Fort Worth Member Appreciation Day\, Panel Discussion
DESCRIPTION:Poe Group Advisors’ Barbara Agerton\, CPA\, joins a panel of brokers\, firm partners\, and buyers to discuss the current landscape for CPA firm acquisitions and transitions. The conversation covers market trends\, valuation drivers\, deal structures\, and the practical realities of buying or selling a practice. The session also addresses internal buy-ins\, including what prospective partners should evaluate before committing to ownership at the firm where they currently work. \nThis session is part of TXCPA Fort Worth’s 2026 Member Appreciation Day\, a full-day CPE event offering 8 hours of timely\, CPA-led programming. \nLearn more. \nCalCPA Members Club Summit 2026 was last modified:  July 9th\, 2026 by
URL:https://staging.poegroupadvisors.com/event/buying-in-or-selling-out-what-cpas-need-to-know-about-todays-firm-market-txcpa-fort-worth-member-appreciation-day-panel-discussion/
LOCATION:Ridglea Country Club\, Fort Worth\, TX\, 3700 Bernie Anderson Ave\, Fort Worth\, TX\, 76116\, United States
ATTACH;FMTTYPE=image/png:https://staging.poegroupadvisors.com/wp-content/uploads/2026/05/POE-TXCPA-Member-Appreication-Day-0826.png
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DTSTART;TZID=America/New_York:20261028T150000
DTEND;TZID=America/New_York:20261028T160000
DTSTAMP:20261009T192910Z
CREATED:20260513T190821Z
LAST-MODIFIED:20261009T192910Z
UID:16501-1793199600-1793203200@staging.poegroupadvisors.com
SUMMARY:How to Understand and Maximize Your Firm's Worth: CPA Firm Valuation in the Age of Private Equity (WEBINAR)
DESCRIPTION:The “1x revenue” rule is gone\, and the owners who understand today’s playbook are walking away with better deals. Join Brannon Poe\, CPA\, founder of Poe Group Advisors and E&Y alumnus\, along with Morry Brown\, California territory lead and former Goldman Sachs analyst\, for a LIVE 60-minute deep dive into what’s driving firm value in today’s PE-fueled M&A market. Topics include the shift from revenue multiples to EBITDA\, the 7 key factors affecting your price and terms\, spotting “NFL Headline” offers\, and how to leverage a competitive process. \nReserve your spot today. \nCalCPA Members Club Summit 2026 was last modified:  July 9th\, 2026 by
URL:https://staging.poegroupadvisors.com/event/how-to-understand-and-maximize-your-firms-worth-cpa-firm-valuation-in-the-age-of-private-equity-webinar/
LOCATION:Virtual
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DTSTART;TZID=America/New_York:20261117T160000
DTEND;TZID=America/New_York:20261117T163000
DTSTAMP:20260625T195216Z
CREATED:20260625T195157Z
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UID:16582-1794931200-1794933000@staging.poegroupadvisors.com
SUMMARY:Accounting Today PE Summit
DESCRIPTION:Join Brannon Poe\, CPA and founder of Poe Group Advisors along with Morry Brown\, regional market lead\, for their Accounting Today PE Summit session. \nSESSION TITLE The Sub-$10M Firm Playbook: Deal Structures\, Valuations\, and Exit Strategies in Today’s Market \nSESSION DESCRIPTION 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. \nIn 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. \nTheir session is Tuesday\, November 17 4:05 p.m. – 4:35 p.m. \nCalCPA Members Club Summit 2026 was last modified:  July 9th\, 2026 by
URL:https://staging.poegroupadvisors.com/event/accounting-today-pe-summit/
LOCATION:Loews Chicago Hotel\, 455 N Park Dr\, Chicago\, IL\, 60611\, United States
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