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.

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 "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...

Join Brannon Poe, CPA and founder of Poe Group Advisors along with Morry Brown, regional market lead, for their Accounting Today PE Summit session.