Ready for takeoff? π Our Accounting Practice Academy is the fuel you need for your firm to reach new heights. Learn more in this video and be on the lookout for the next round of workshops!
#cpafirm#cpa
Tax season is over. Now comes a decision: how you recover.
Intentional recovery creates: β’ Energized team members β’ Recognition of accomplishments β’ Clarity for what's next β’ Sustained momentum
Recovery isn't wasted time. It's what makes sustained excellence possible.
PE buyers are using a different playbook. May 27th at 1 p.m. ET, @BrannonPoe and Morry Brown are breaking down:
β Revenue multiples vs. EBITDA
β 7 factors that drive firm value
β How to spot "NFL" headline offers
β Why competitive process matters
https://t.co/jN9nsDKkWA
You spent the spring in execution mode.
Now you have a choice:
Option 1: Return to your existing rhythm. Same position next February.
Option 2: Use 8 months to evolve toward the practice you want.
The difference between ease and survival? Systems.
How will you invest this time?
Ric Payne on why the billable hour is holding accounting firms back: "Time has gotten in the way of what you're creating during that time. If you want to make more money, you need to create more value." Ep 6 of our Power of Focus series: https://t.co/8BmAxCYojK
To the administrative professionals who keep our practice running: You handle the critical details that make everything else possible. Thank you for the care, precision, and professionalism you bring every single day. Happy Administrative Professionals Day!
Misaligned relationships can cost you team morale, your capacity, practice value, and your energy. The strategic approach: Adjust fees to reflect value. Either they invest appropriately or you create capacity. Both outcomes move forward.
Episode 4: The Power of Focus Series Chip Summers worked 2,900 hours/year for 25 years. Always behind. Then he made some changes that shifted his business. December 2025: Caught up for the first time in 25 years. "It felt weird, but wonderful." Listen: https://t.co/P0gMokQ0t8
What would your practice look like if you let go of your bottom 10% of clients? Greg Toner ran the numbers: $20K in revenue he'd replace in a week. One spreadsheet exercise changed everything. Power of Focus Series, Episode 3: https://t.co/UrKpGu2RsM
We're looking for the person who keeps everything moving. If you're organized, great at juggling projects, and thrive in a fast-moving environment, we want to hear from you. Project Manager + Marketing Team Admin | Part-time | Charleston, SC | Learn more https://t.co/STT5Ck8PJr
Friday the 13th horror stories from CPA practice sales:
The vanishing buyer (6 months wasted)
The staff exodus (told too early)
The handshake deal (no contract)
The earn-out nightmare (paid 30Β’/$1)
The surprise liens (deal dead)
All preventable. Don't skip professional guidance.
March Madness has nothing on tax season.
The practices thriving right now: β Clear systems β Autonomous teams β Documented processes β Reasonable owner hours
The practices barely surviving? They're winging it. Build systems now. Benefit twice: better life + higher value.
Happy Birthday, Lisa! πShe recently joined the podcast to talk about selling your firm. Her insight: "You're not keeping a secret. You're creating stability." She talked about why confidentiality protects your team during a practice sale. π§Listen: https://t.co/AcNK8wDuXT
Last week, our team spent two days working ON the business, not IN it. We practice what we preach so we can help you build a firm that serves you, rather than you serving it.If we want to guide you toward a profitable, sellable practice, we have to live by the same rules!
After 500+ practice sales, here's what we know:
Buyers don't care how long you've been in business.
They care whether your practice can succeed without you.
The difference between these two perspectives? Often six figures in valuation.
See what actually drives value π
We're hiring a Broker Coordinator in Charleston!
Looking for someone organized, detail-oriented, and energized by keeping deals moving smoothly from start to finish.
$55-65k + profit sharing | Hybrid | Room to grow
DM for details or apply: https://t.co/tiTstazwaz
Start 2026 with clarity about your practice's actual value. It's not just revenue Γ a multiple. Buyers evaluate 7 key factors, and most practice owners are missing at least 2-3 of them. Where does your practice stand? If you're unsure, we're here to help!
People are the foundation of all we do here at Poe Group!
Accounting practice intermediary Laurens Ball shares her favorite aspect of the brokering journey in our latest interview spotlight.
Learn more about Laurens here: https://t.co/ZfnDgQiuzK
By focusing on finding the right fit for our clients, we give them the opportunity to develop long lasting relationships. Stephanie, reflects on one of the meaningful relationships between buyer and seller that grew out of a previous deal.
#TaxFirmForSale#CPA#poegroupadvisors