Buying, building or selling a CPA firm? We excel at helping accountants write their next chapter. | Founder: @brannonpoe | #AccountingPracticeAcademy
Joined January 2013
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2,172 Photos and videos
May and June offer time to invest in your team's development.
Build organizational depth:
• Cross-train team members
• Create new capabilities
• Document expertise
• Develop independence
Buyers evaluate team strength alongside financial performance.
What will you develop?
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You don't need to transform everything this summer.
Small improvements compound:
• One better process = 52 hours/year created
• One team member trained = fewer bottlenecks
• One fee adjustment = underpricing corrected
What's one change you'll make?
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Our team is here at #AICPAengage #ENGAGE26 and we would love to connect!
Stop by Booth 1108 to talk through buying or selling an accounting practice, or just to say hello. We are always happy to have a conversation about what your next chapter might look like. See you there!
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EOS session day with our implementer Meghan Hickman. 3 years in and still growing. Meghan recently joined us on the podcast to talk about right people, right seats, and how to know when burnout is a signal to restructure vs. a signal to exit. Listen here: hubs.li/Q04kll4Q0
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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.
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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
poegroupadvisors.com/maximiz…
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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?
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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: hubs.li/Q04dqbgL0
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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!
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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.
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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: hubs.li/Q04bf1lY0
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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: hubs.li/Q049vWX70
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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 form.asana.com/?k=1oHW9S-724…
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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.
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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.
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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: poegroupadvisors.com/blog/li…
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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.
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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!
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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 👇
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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: hubs.li/Q03-Nr3l0
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