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.
Accountant's Flight Plan
Lending insights for Accounting and Tax Professionals - with Shannon Hay
Shannon is the Vice President of lending for accounting and tax professionals at Live Oak Bank. He can provide loans in all 50 states of the US. He was recruited to launch the accounting and tax vertical in 2017 after successfully launching a similar program at another top 25 SBA lender. Shannon has over two decades of banking experience and has worked in a number of small business initiatives. He spent the beginning part of his career in the special assets group of a niche lending division at one of the nation’s largest banks, assisting in the sale of professional practices. This knowledge helps him understand the importance of the deal flow and striving to always keep the deal moving forward. As well, he is committed to the accounting profession, attending all major accounting trade shows annually, meeting with industry experts and constantly staying in front of trends in the accounting world. To learn more, please visit the Live Oak/Poe Group landing page.