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
Finding The Right Fit for Buyer and Seller with Buyer Specialist Carol Poe
Learn why buying a CPA firm “isn’t like buying a house” with buyer specialist Carol Poe. For the aquisition and transition process of buying an accounting firm to be successful it is crucial that both the buyer and seller are the right fit. By focusing on the work culture and personality of both, Carol guides buyers and sellers to find the best fit for their clients and team.
This podcast touched on:
- Working with your spouse.
- What to look for in a buyer.
- How to find success in your new firm.
Having a vision for your new firm is crucial to the success and longevity of that firm. Part of that vision starts with making sure that each practice is paired with the perfect buyer. Listen to the full episode to hear more about how getting clear on your goals before acquisition is crucial to finding the success you want.
Time Stamps:
0:39 - Introduction of Carol.
4:20 - How Carol started working as buyer specialist for Poe Group.
7:45 - The process of finding the right fit.
17:40 - Why sellers are looking for someone who will take care of their clients and staff.
23:55 - Book recommendation and closing thoughts.
- “The Women” by Kristin Hannah
- [https://www.amazon.com/Women-Novel-Kristin-Hannah/dp/1250178630]
Getting in touch with Carol:
For appointment email: cpoe@poegroupadvisors.com