Ready for takeoff? 🚀 Our Accounting Practice Academy is the fuel you need for your firm to reach new heights. Learn more in this video and be on the lookout for the next round of workshops! #cpafirm #cpa

EBITDA over revenue multiples. Terms over headline price. A competitive process over a single offer. That’s how CPA firms are being valued now. Brannon Poe and Morry Brown cover it all next week. hubs.li/Q04BV6Cv0

If your inbox looks like most firm owners' right now, it's full of documents that were promised back in April. The October Crunch is real, but so is October 16. Hang in there!

Before you sell, merge, or stay independent: ask why you started the firm in the first place. Ed Rivera (BDO Alliance USA) joins @brannonpoe on Accountant's Flight Plan to talk firm succession, PE, and what really drives growth across 255 CPA firms. 🎧 poegroupadvisors.com/blog/wh…

An LOI feels like progress. A number's on paper, momentum is building. But most are non-binding, leave out material terms, and quietly end your conversations with other buyers. That's the moment leverage starts to slip. hubs.li/Q04vg9fh0

Do you know which clients are actually making you money and which ones just feel like they should? We are hosting a live session on how to identify the clients draining your time and margins. Wed, Aug 26 | 3:30 ET | Includes live Q&A Save your spot: hubs.li/Q04tk3Gc0

Unsolicited buyer interest has gone from rare to routine in accounting. The question worth sitting with: are you responding to that interest, or leveraging it? Those aren't the same thing. hubs.li/Q04s0Ydm0

Barbara Agerton built her own firm. Then she sold it. Now she helps other CPAs figure out which side of that decision they're on. She brought all her knowledge to the stage at the TXCPA Fort Worth Member Appreciation Day yesterday.

Myth: No advisory fee means you keep more. Reality: The fee was never the question. The process is. A fee-free deal usually means a smaller buyer pool — not a bigger payout. 4 ways CPA firms come to market 👇hubs.li/Q04rJWy-0

Thinking about selling your firm? The most important decision isn't who the buyer is. It's which process you choose to get there. Swipe through our latest breakdown, then read the full article at the link below. hubs.li/Q04qHSDX0

Getting calls from interested buyers? That interest is valuable. But how are you leveraging it? There's a big difference between responding to interest and thoughtfully taking your firm to market. Two approaches rarely produce the same outcome. New post: hubs.li/Q04nV4nk0

The summer slowdown brings  fewer deadlines and more space to think. Use it intentionally: CE credits, proactive client outreach, real team development conversations. What will you tackle?

Happy Fourth of July from all of us at Poe Group Advisors. 🇺🇸 Wishing you a wonderful holiday with family and friends.

We're at the midpoint of 2026. Worth asking: • Are the systems you built post-tax season still in use? • Is your team more independent than in January? • Does your current pace feel sustainable? Six months of data. Six months left to use it.

Happy Canada Day to our clients, colleagues, and team members across Canada. 🇨🇦 We hope you enjoy a well-deserved celebration today!

Systems that make your work manageable today are the same systems that make your practice valuable at transition. You don't have to choose between enjoying work now and maximizing future value. They're complementary goals. What will you strengthen?

Brannon Poe and Morry Brown are presenting a live webinar with Accounting Today on June 23. Topic: CPA firm valuation in the age of private equity. NASBA CPE credit offered. Register: hubs.li/Q04lSjtd0

Not all clients are created equal and your bottom line shows it. Join us live on June 24 for a free 1-hour webinar with Brannon Poe, CPA and Ian Brennan. 📅 Wed, June 24 | 3:30-4:30 PM EST Includes live Q&A Save your spot: hubs.li/Q04lq0_Z0

Most owners wait until fall to plan ahead. Strong practices plan during summer: • Think strategically without pressure • Involve team in decisions • Address challenges early • Set priorities before busy season Plan proactively when you have space to think clearly.

May and June offer time to invest in your team's development. Build organizational depth: • Cross-train team members • Create new capabilities • Document expertise • Develop independence Buyers evaluate team strength alongside financial performance. What will you develop?

You don't need to transform everything this summer. Small improvements compound: • One better process = 52 hours/year created • One team member trained = fewer bottlenecks • One fee adjustment = underpricing corrected What's one change you'll make?