1. EachPod

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

Author
CPA Trendlines
Published
Sat 14 Jun 2025
Episode Link
https://www.podomatic.com/podcasts/cpatrendlines/episodes/2025-06-14T08_00_00-07_00

What forces are really driving firm sales—and what separates the sellable from the stagnant?Accounting Influencerswith Rob BrownThe 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.

Share to: