Focus Works Every Time: Brannon Poe and Ian Brennan Close Out the Power of Focus Series
Seven episodes. Dozens of real-world examples. One recurring answer.Brannon Poe and Ian Brennan sit down one more time to close out the Power of Focus series. Throughout this series, the pattern that emerges is hard to ignore: the firms that get results are the ones that get intentional about whe...
Maximizing Your Assets with Brannon Poe - Ep:133
Brannon Poe runs Poe Group Advisors, helping accounting practice owners buy, sell, and optimize their firms across the US and Canada. He's written three books, each targeting a different part of his long sales cycle.
This matters because Brannon's business has extremely long nurture times. It's ...
What Private Equity Means for Small and Midsize CPA Firms | Rebekah Brown Olson
Rebekah Brown Olson didn't plan to lead a state CPA society. A single leadership assessment during a firm training session reframed how she saw her own strengths, and thirteen years later she's the CEO of the Maryland Association of CPAs, connecting firm leaders across the profession every day. I...
How to Build a CPA Firm That Attracts Buyers with Brannon Poe
Most CPA firm owners know their revenue. Far fewer know how a buyer would value the business behind it.
Brannon Poe, founder of Poe Group Advisors, joins Tom Wadelton and Adam Hale to break down the factors that make an accounting practice more attractive to buyers. After working on hundreds of C...
252. Accounting's PE effect, with Brannon Poe
Private equity is reshaping the accounting profession, changing how firms think about succession, valuation, technology, profitability, and growth.
In this episode of Future-Proof, we sit down with Brannon Poe, founder of Poe Group Advisors, to explore the opportunities and risks that come with p...
Inside the CPA Firm M&A Market: Private Equity, Valuation, and What's Next
Private equity has pushed CPA firm valuations higher than anyone expected, and Brannon Poe says the accounting profession still has significant runway left. In this solo episode, Brannon steps away from the usual guest format to share a market update: where private equity stands in accounting M&A...
How One CPA Firm's Valuation Doubled in a Private Equity Bidding War
Brannon Poe and Bailey Ball, Chief Growth Officer at Poe Group Advisors, sit down to talk through the questions coming up most often on sales calls with accounting firm owners right now. Bailey brings a recent listing to life: a CPA firm with a large individual tax practice went to market with up...
10x Multiple, 90% Cash at Close: Why Buyer Fit Matters in Accounting Firm M&A
One CPA firm owner received 11 offers and chose the buyer he liked best. That buyer paid above asking price even after learning the firm's cash flow was lower than reported. Outcomes like that happen when sellers have leverage. In this episode of The Accountant's Flight Plan, Brannon Poe and Morr...
Why CPA Firm Succession Starts the Day You Hire
Many CPA firm owners wait until they're ready to retire to ask who can replace them. Susan Stutzel, CPA, business performance coach, and co-owner of Partners Coach Inc., believes that question should start the day a new hire walks in the door. In this episode of The Accountant's Flight Plan, Bran...
How CPA Firms Get Recommended by ChatGPT, Claude, and Perplexity
Business owners are no longer only searching Google for an accountant. They are asking ChatGPT, Claude, and Perplexity who to hire, then uploading proposals, websites, and LinkedIn profiles and asking the AI whether a firm is the right fit. Ross Simmonds, founder and CEO of the B2B content market...
