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.
Search our current accounting practice listings based on the qualities important to you.
Don’t see what you're looking for? Let us know. We'll contact you when listings that fit your criteria come along.
