Accountant's Flight Plan
Welcome to The Accountant's Flight Plan, where we guide you toward building a top-tier CPA firm that you would want to buy. With over 20 years of working with accountants in mergers and acquisitions, Brannon Poe, CPA delves into engaging and vital topics with industry leaders. Unpacking everything from transition planning and accounting practice sales to practice management and firm development, Brannon equips you with the tools you need to build the practice of your dreams. Whether you are navigating firm growth or exploring the nuances of succession planning, join us to learn actionable insights that will empower and inspire you to love your firm again.
Podcasting since 2013 • 126 episodes
Accountant's Flight Plan
Latest Episodes
What Makes an Accounting Firm Prosper? Key Insights from Helping Hundreds of Firm Owners
Part of the Power of Focus Mini-SeriesWhat really separates great accounting firms from the rest?That question is what led Brannon Poe and Ian Brennan to put together this mini-series. And after years of working wi...
•
29:03
Navigating the Sale of a CPA Practice From A Seller Turned Intermediary
Barbara Agerton flunked retirement. After selling her California CPA practice, she thought she'd ride off into the sunset with her husband. Instead, she got bored, picked up the phone, and asked if she could come work for the company that sold ...
•
19:03
The State of CPA Firm M&A: Private Equity, Timing & the Headline Offer Trap
Private equity is flooding into accounting, but taking an offer because of the flashy number on the table isn’t always the best decision.In this crossover episode with the Inside Public Accounting Podcast, Brannon Poe joins host Rob Bro...
•
35:38
The Readiness Test: How to Know If You're Ready to Sell Your Firm
Selling your accounting firm is a major life transition and that often comes with an emotional tax that proper strategy can mitigate.Lisa Handziak, who covers much of the Northeast and Midwest for Poe Group Advisors, has guided owners t...
•
38:42
AI Won't Replace CPAs. It'll Free Them to Do Work That Actually Matters
The firms winning with AI aren't the ones implementing every tool they can find. They're the ones being strategic about what actually moves the needle.Rachel Ferris learned this firsthand when she built TaxStack AI, not because she wante...
•
42:37