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Podcast Episode Two – Exiting your accounting firm the right way

Our guest is Brannon Poe of Poe Group Advisors. Their mission is help sellers successfully navigate the sale and maximize the value of their firm while minimizing risks and challenges.

Having helped hundreds of accountants sell their firm or execute a succession plan, he has many insights on how you should exit your firm when the time comes.

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What you’ll hear

  • the challenges and pitfalls of selling an accounting practice
  • when to start thinking about exiting your practice
  • practical tips on succession planning
  • how your pricing is key to how much your firm is worth
  • how technology is less important to buyers than you might think
  • how important is your firm’s name?

Mentioned

Accountant’s Flight Plan: Best Practices for Today’s Firms by Brannon Poe

Accountants Flight Plan

About Brannon Poe

An author and experienced intermediary, Brannon has a unique ability to help creatively integrate information to develop clear, focused plans. He helps clients implement these plans to achieve their most important goals through his business, Poe Group Advisors.

An Ernst & Young alumni and scholarship recipient and magna cum laude graduate of the University of South Carolina, Brannon began his career in public accounting as an auditor with Ernst & Young, before working for several years in auditing and tax preparation for the regional firm of Elliott, Davis & Company. Subsequently, Brannon became a shareholder in a privately-held, family-owned business and a founding shareholder in a successful start-up manufacturing company. This breadth of experience­ — with companies large and small — has helped Brannon excel in efficiently and effectively facilitating hundreds of successful practice transitions.

Brannon Poe

Quarterly business coaching classes and continually investing in consultative and team building skills have helped Brannon and his team close hundreds of transactions since 2003.

Brannon makes his home in Charleston, SC with his wife and three children. Away from the office, he enjoys competitive racquetball, boating, and fishing.

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