Brannon Poe: PE Drives Demand--And Change | Accounting Influencers

What forces are really driving firm sales—and what separates the sellable from the stagnant?

Accounting Influencers
with Rob Brown

The great reshuffle in accounting is underway.

With three-quarters of the profession approaching retirement age and M&A activity reaching historic highs, many firm owners are asking the same question: What’s my practice worth?

Brannon Poe, CPA, founder of Poe Group Advisors, joins the Accounting Influencers Podcast to offer a rare, inside look at how deals are being made, what buyers are really looking for, and how firm owners can prepare for a successful exit—whether it’s five weeks or five years away.

• More Rob Brown

“Most people come to us with two questions,” says Poe. “How much is my firm worth? And how do I make it more marketable?”

The answer, Poe says, isn’t found in a formula. It’s found in the firm’s habits.