Poe Group Advisors

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

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

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-724e…

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.

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.

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/lisa-hand…

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.

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 👇

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

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!

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

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: tinyurl.com/2n92arp7

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

🧡 Happy Thanksgiving! 🍁 This year we are grateful to have the best clients, staff and community. #Thanksgiving #PoeGroupAdvisors #Community #Grateful

At Poe Group Advisors we prioritize finding you the right fit buyer for your practice. Knowing that your team and clients will be taken care of gives you peace of mind. When you find the right successor, negotiating terms & price can fall right into place. #CPAFirmForSale #CPA

Boost Your Confidence in How You Manage Your Accounting Firm with Account Practice Academy! We just wrapped another fantastic run of Accounting Practice Academy and could not be more proud. #PracticeManagement #CPA #SmallBusiness #AccountingPracticeAcademy

When should you sell your accounting firm? It can be challenging to know when to sell. Stephanie has been a broker with us since 2008, and reflects on how crucial it is to have something to look forward to post sale. #PracticeManagement #TaxFirmForSale #CPAFirmForSale

Why do you want to sell your accounting firm? What do you dream of doing afterwards? Knowing what your plans are post sale is key to a successful transition and for discovering lasting happiness in whatever comes next. #PoeGroupAdvisors #CPA #SellCPAFirm

Discovering fraud during an accounting internship?! You never know what fun stories guests will bring to the table during an episode of the Accountant's Flight Plan Podcast. Listen, learn and enjoy! hubs.li/Q03ST9gy0 #Podcast #AccountantsFlightPlan

Send this to your favorite CPA 👩🏻‍💻 #CPAJokes #AccountingJokes #SmallBusiness