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X-WR-CALDESC:Events for Poe Group Advisors
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DTSTART;TZID=America/New_York:20260804T083000
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DTSTAMP:20260526T162139Z
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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
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DTSTART;TZID=America/New_York:20261028T150000
DTEND;TZID=America/New_York:20261028T160000
DTSTAMP:20261009T192910Z
CREATED:20260513T190821Z
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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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