Episode 47: Brannon Poe, founder of Poe Group Advisors

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In this episode, Brannon Poe shares the key steps a CPA needs to take in order to sell their firm.

Poe is the founder of Poe Group Advisors and the author of “Accountant’s Flight Plan, Best Practices for Today’s Firms. A consultancy that facilitates the buying and selling of CPA firms. He began his career as an auditor at Ernst & Young, before launching his business in 2003. For the past 15 years, he and his team have helped CPAs successfully exit their firms.

In this conversation you will learn:

  1. Why underpricing your services may be holding you back from building a successful practice.

  2. Why taking time off to relax actually helps your bottom line

  3. How to build a practice that is sellable and how much you can expect to earn from the sale

Resources mentioned:

  1. Kolbe Assessment

  2. Poe Group Advisors blog

This episode is brought to you by Money & Mimosas. Click here to learn about our 2019 CPA Partner Program.

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