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

Join our Darryl Boyd, regional director at Poe Group Advisors, for “Building Your Cloud Firm to Scale or Sell” - an engaging session held at this year’s CPB IGNITE 2025 conference. This session will explore how cloud bookkeeping firms are valued and what factors are important in building one’s firm.

The ONE National Conference returns on Sept. 18 and 19 in Ottawa, Ontario, and virtually for its 12th year. This is the only national event for CPAs that unites more

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

Join us from Oct. 22-24 in Greenville, South Carolina, to connect, strategize and level up in high-impact CPA workshops. Dive deep into the science and practice of productivity at this

Save the date for Accountex Canada 2025 this Nov. 5 and 6! Our regional director, Darryl Boyd, will be speaking on 'Building Your Accounting Firm to Scale or to Sell'

Engage with colleagues, industry leaders and the Poe Group Advisors team at one of the profession’s largest annual events. AICPA® ENGAGE is one of the industry’s largest annual events and

Woodward’s annual conference promises to help you navigate this “Strange New World.” Join us in Orlando to master the skills and learn the insights that will empower your practice to

Valuing a CPA firm is far more complex than applying a simple revenue multiple. In today's M&A environment, firm value is shaped by financial performance, risk, scalability, market exposure, and buyer fit. Join Brannon Poe, CPA and Morry Brown as they break down how buyers assess value, why valuation ranges vary so widely, and which...

Not 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...

Most 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.

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.