Business Details
23 Years
experience
Expert Accounting Practice Sales & Advisory Services
Poe Group Advisors is a premier accounting practice intermediary firm dedicated to facilitating the strategic buying, selling, and growth of accounting firms. With over two decades of experience since our founding in 2003, we have established ourselves as industry leaders in mergers and acquisitions within the accounting sector. Our team comprises seasoned professionals, including CPAs and financial experts, who bring unparalleled expertise to every transaction. We specialize in creating value-driven solutions that maximize firm valuations while minimizing risks for our clients.Our proven five-step Seamless Succession process ensures a structured, efficient approach to transitions, supported by a commitment to transparency and client-centric service. Headquartered in the United States with operations in Canada, we serve clients nationwide, leveraging our deep industry knowledge to deliver exceptional results. Our mission focuses on empowering accounting professionals through tailored advisory services, educational resources like the Accounting Practice Academy, and a dedication to fostering long-term client relationships built on trust and integrity.
Services
Practice Valuation
Succession Planning
Mergers & Acquisitions
Cloud Firm Sales
Accounting Practice Academy
Details
- Year established: 2003
Highlights and features
- 20+ years of specialized M&A experience in accounting practices
- CPA-led team with industry-specific expertise
- Proven five-step Seamless Succession process
- Nationwide service across the U.S. and Canada
- Commitment to client satisfaction with transparent communication
What people say
Smooth transition process
Significant valuation increases
Expert CPA guidance
Personalized support
Seamless succession planning
Services
Practice Valuation
Our valuation service provides accounting firms with accurate assessments of their market worth. Using industry-specific metrics and 20+ years of transaction data, we analyze financial performance, client base, and growth potential. This service helps owners understand their firm's position in the market and identify areas for improvement before a sale.
Mergers & Acquisitions
We specialize in facilitating seamless transitions for accounting practices through strategic M&A. Our CPA-led team manages every aspect from buyer/seller matching to closing negotiations. With a focus on maximizing value and minimizing disruption, we ensure smooth ownership transfers while maintaining client retention and staff continuity.
Succession Planning
Our succession planning service helps accounting firm owners prepare for long-term transitions. We develop customized roadmaps that address valuation enhancement, tax implications, and buyer identification. This proactive approach ensures business continuity while protecting the owner's financial interests during ownership changes.
Cloud Firm Sales
We specialize in selling cloud-based accounting practices to qualified buyers. Our expertise includes marketing virtual firms, addressing technology infrastructure considerations, and facilitating remote transitions. This service caters to modern accounting professionals seeking location-independent practice ownership opportunities.
Accounting Practice Academy
APA offers an 8-week virtual workshop to help accountants optimize their practices. The program focuses on reducing owner hours while increasing profitability through operational improvements. Participants gain access to proven systems and peer networking opportunities to transform their accounting businesses.
People
Brannon Poe
Founder
Brannon Poe, CPA, founded Poe Group Advisors in 2003 with a vision to revolutionize accounting practice transitions. With extensive M&A experience, he authored 'Accountants Flight Plan' and developed the Seamless Succession process. His leadership has established the firm as an industry leader in accounting practice sales.
Randi [Last Name]
Regional Director Quebec
Randi brings 20+ years of business leadership experience to Poe Group Advisors. Formerly in luxury goods entrepreneurship and corporate transition management, she specializes in facilitating smooth practice sales. Currently completing her doctorate in innovative accounting processes, she offers unique insights to Quebec-based clients.
Questions
What services does Poe Group Advisors offer for accounting practice owners?
We provide comprehensive M&A services including practice valuation, succession planning, buyer/seller matching, and transaction management. We also offer educational resources through our Accounting Practice Academy and specialize in cloud-based firm sales.
How does the accounting practice sale process work?
Our five-step Seamless Succession process includes initial consultation, practice preparation, marketing to qualified buyers, negotiation management, and closing support. We handle all aspects to ensure maximum value and minimal disruption.
What areas do you serve for accounting practice sales?
We operate throughout the United States and Canada, with specialized teams in both countries. Our services cover all major metropolitan areas and regional markets across North America.
How are accounting firm valuations determined?
Valuations consider financial metrics, client base stability, growth potential, and market conditions. We use industry benchmarks and our extensive transaction history to provide accurate, data-driven assessments.
What makes Poe Group Advisors different from other intermediaries?
Our CPA-led team combines technical expertise with 20+ years of specialized M&A experience. We offer proprietary resources like the Accounting Practice Academy and maintain a proven track record of successful transactions across North America.
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