Brannon Poe: PE Drives Demand--And Change | Accounting Influencers

CPA Trendlines Podcasts

What forces are really driving firm sales—and what separates the sellable from the stagnant?
Accounting Influencers
with Rob Brown

The great reshuffle in accounting is underway.
With three-quarters of the profession approaching retirement age and M&A activity reaching historic highs, many firm owners are asking the same question: What’s my practice worth?

Brannon Poe, CPA, founder of Poe Group Advisors, joins the Accounting Influencers Podcast to offer a rare, inside look at how deals are being made, what buyers are really looking for, and how firm owners can prepare for a successful exit—whether it’s five weeks or five years away.

• More Rob Brown

“Most people come to us with two questions,” says Poe. “How much is my firm worth? And how do I make it more marketable?”
The answer, Poe says, isn’t found in a formula. It’s found in the firm’s habits.