CalCPA Members Club Summit 2026
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.
4 events found.
upcoming events
Events
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Loews Coronado Bay Resort 4000 Coronado Bay Rd, Coronado, CA, United States
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Buying In or Selling Out: What CPAs Need to Know About Today’s Firm Market | TXCPA Fort Worth Member Appreciation Day, Panel Discussion
Ridglea Country Club, Fort Worth, TX 3700 Bernie Anderson Ave, Fort Worth, TX, United StatesPoe 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...
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How to Understand and Maximize Your Firm’s Worth: CPA Firm Valuation in the Age of Private Equity (WEBINAR)
VirtualThe "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...
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Accounting Today PE Summit
Loews Chicago Hotel 455 N Park Dr, Chicago, IL, United StatesJoin Brannon Poe, CPA and founder of Poe Group Advisors along with Morry Brown, regional market lead, for their Accounting Today PE Summit session.
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