Poe Group Advisors

Buying, building or selling a CPA firm? We excel at helping accountants write their next chapter. | Founder: @brannonpoe | #AccountingPracticeAcademy

[Poe Group Advisors @PoeGroupAdvisor]

Ready for takeoff? 🚀 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

[Poe Group Advisors @PoeGroupAdvisor]

Tax season is over. Now comes a decision: how you recover.
Intentional recovery creates: • Energized team members • Recognition of accomplishments • Clarity for what's next • Sustained momentum
Recovery isn't wasted time. It's what makes sustained excellence possible.

[Poe Group Advisors @PoeGroupAdvisor]

PE buyers are using a different playbook. May 27th at 1 p.m. ET, @BrannonPoe and Morry Brown are breaking down:
→ Revenue multiples vs. EBITDA
→ 7 factors that drive firm value
→ How to spot "NFL" headline offers
→ Why competitive process matters
https://t.co/jN9nsDKkWA

[Poe Group Advisors @PoeGroupAdvisor]

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?

[Poe Group Advisors @PoeGroupAdvisor]

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

[Poe Group Advisors @PoeGroupAdvisor]

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!

[Poe Group Advisors @PoeGroupAdvisor]

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.

[Poe Group Advisors @PoeGroupAdvisor]

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

[Poe Group Advisors @PoeGroupAdvisor]

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

[Poe Group Advisors @PoeGroupAdvisor]

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

[Poe Group Advisors @PoeGroupAdvisor]

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 30¢/$1)
The surprise liens (deal dead)
All preventable. Don't skip professional guidance.

[Poe Group Advisors @PoeGroupAdvisor]

March Madness has nothing on tax season.
The practices thriving right now: ✓ Clear systems ✓ Autonomous teams ✓ Documented processes ✓ Reasonable owner hours
The practices barely surviving? They're winging it. Build systems now. Benefit twice: better life + higher value.

[Poe Group Advisors @PoeGroupAdvisor]

Happy Birthday, Lisa! 🎉She 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. 🎧Listen: https://t.co/AcNK8wDuXT

[Poe Group Advisors @PoeGroupAdvisor]

Practice owner pop quiz - Can you name these things within your practice? If you checked less than 3, you can’t know your practice's full value.

[Poe Group Advisors @PoeGroupAdvisor]

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!

[Poe Group Advisors @PoeGroupAdvisor]

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 👇

[Poe Group Advisors @PoeGroupAdvisor]

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

[Poe Group Advisors @PoeGroupAdvisor]

Start 2026 with clarity about your practice's actual value. It's not just revenue × 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!

[Poe Group Advisors @PoeGroupAdvisor]

From our family to yours, wishing you a wonderful holiday. Merry #Christmas!

[Poe Group Advisors @PoeGroupAdvisor]

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

[Poe Group Advisors @PoeGroupAdvisor]

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