Business Details
23 Years
experience
Expert Accounting Practice Sales in Charleston, SC
Poe Group Advisors is a premier intermediary firm specializing in the strategic acquisition and sale of accounting practices. With over two decades of experience in mergers and acquisitions, our team of CPA brokers combines industry expertise with a personalized approach to maximize value for both buyers and sellers. We offer comprehensive resources including valuation services, succession planning, and the Accounting Practice Academy workshop to streamline transitions and enhance profitability.Our proven 5-step process ensures seamless transactions while maintaining transparency and ethical standards. Backed by a track record of successful deals across the U.S. and Canada, we prioritize client satisfaction through tailored guidance and market-leading insights.
Services
Accounting Practice Sales
CPA Firm Valuation
Succession Planning
Cloud Practice Brokerage
Mergers & Acquisitions
Private Equity Advisory
Practice Optimization
Transition Consulting
Buyer Representation
Seller Advisory
Details
- Year established: 2003
Highlights and features
- Our team includes CPAs with 20+ years of M&A experience in accounting practices
- We implement a proprietary 5-step process for guaranteed transaction efficiency
- Specialized in maximizing valuations through competitive buyer environments
- Recognized industry leaders with featured appearances in accounting publications
- Offer exclusive resources like the Accounting Practice Academy workshop
What people say
Seamless process
Maximized value
Expert guidance
Quick transitions
High satisfaction
Services
Accounting Practice Sales
Facilitating strategic acquisitions and sales of accounting practices with a focus on maximizing value and minimizing risk. Our team of CPA brokers leverages industry expertise to match buyers with ideal practices while ensuring seamless transitions. Services include market analysis, negotiation, and transaction management for traditional and virtual firms.
Succession Planning
Developing customized succession plans to ensure smooth ownership transitions. We help practice owners prepare for retirement or new ventures through valuation optimization, buyer identification, and structured exit timelines. Our approach maintains business continuity while securing maximum financial returns for stakeholders.
Cloud Practice Brokerage
Specialized brokerage services for cloud-based accounting practices. We connect tech-forward buyers with virtual firms primed for digital operations. Our expertise includes evaluating cloud infrastructure, client retention strategies, and ensuring smooth technology transitions during ownership changes.
Practice Valuation
Providing accurate valuations for accounting practices using industry-specific metrics. Our analysis considers revenue streams, client retention rates, and market trends to determine fair market value. This service helps sellers set realistic asking prices and buyers assess potential investments.
Private Equity Advisory
Guiding accounting firms through private equity partnerships and acquisitions. We help practices understand PE dynamics, negotiate favorable terms, and maintain operational autonomy post-transaction. Our advisory services ensure alignment between firm values and investor objectives.
People
Brannon Poe
Founder
Brannon Poe, CPA, founded Poe Group Advisors with 20+ years of M&A experience. A former Big 4 accountant, he specializes in strategic practice sales and has authored industry-leading resources including Accountants Flight Plan.
Randi [Last Name]
Regional Director Quebec
Randi brings extensive entrepreneurial and corporate leadership experience from luxury goods and consumer products sectors. She applies strategic transaction facilitation skills and 360-degree business analysis to optimize accounting practice transitions.
Questions
What services does Poe Group Advisors offer for accounting practice owners?
We provide practice sales, succession planning, valuation services, cloud firm brokerage, and private equity advisory specifically for accounting firms.
How does the 5-step selling process work?
Our Seamless Succession process includes preparation, marketing, buyer screening, negotiation, and closing support to ensure optimal outcomes for sellers.
Do you work with virtual/cloud accounting practices?
Yes, we specialize in cloud-based practice transactions and have curated resources specifically for virtual firm owners.
What areas do you serve?
We operate throughout the U.S. and Canada with experienced intermediaries in both markets since 2003 and 2006 respectively.
How are seller transactions kept confidential?
We maintain strict confidentiality through secure communication channels and controlled information sharing with qualified buyers only.
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