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Is the Grey Tsunami upon us?

How to transfer a Boomer owned CPA practice to a Millennial For all the negative stereotypes about millennials, you would be astounded by how hard they work when they believe their contribution...

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Buying a CPA Practice and then growing it-with Jason Ding (podcast)

Jason Ding is our latest guest to sit down for a conversation with Brannon. Jason is a young practice owner who purchased his CPA firm in the Vancouver, BC area through Poe Group Advisors in 2018....

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Buying a CPA practice-finding the right one (video)

What you say no to is often just as important as what you say yes to…if not more so. Wilson Wong had a clear and concise vision for the type of practice he wanted after he’d explored several CPA firms...

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Mentoring first time buyers of CPA firms

If you are an owner thinking of selling your firm, you have likely developed skills as a business owner that you may take for granted. These are skills that are incredibly valuable and can benefit...

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Making processes with Blake Oliver (podcast)

That’s Blake on the right shown with Brannon Poe (center) and David Cieslak (left) Blake Oliver is our latest guest to sit down for a conversation with Brannon. Blake is an entrepreneur, accountant,...

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Financing the acquisition of a CPA firm

Many of the buyers we speak with who are initially looking to finance the acquisition of a CPA firm are not aware of the options available in the marketplace. Most buyers are pleasantly surprised to...

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Transitioning to the Cloud with Tate Henshaw (podcast)

  If you are thinking about modernizing your firm, you don’t want to miss this podcast. Brannon recently sat down with Tate Henshaw to discuss the ins and outs of transitioning a traditional firm over...

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Client Selection in a CPA Firm is Destiny

“Your firm is only as good as your best clients.” ~ A wise past client (but we cannot recall who)   Who are your clients? Periodically, it’s good to assess the state of your client list. You probably...

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Cloud-Based Accounting Firms vs. Traditional

What is the difference between a traditional accounting firm and a cloud-based accounting firm? When you boil it all down, the only real difference involves location. In a cloud-firm, the software,...

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Want to scale your accounting practice? Why?

Adding a healthy dose of intentionality to growth plans helps make scaling your accounting practice both more manageable, and more profitable. It also helps to build a practice that you will enjoy...

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Why Accounting Firms are Valued on a Multiple of Revenue

Why are accounting firm values based on a multiple of annual revenue instead of a multiple of annual cash flow to owner? “Accounting practices are worth x times gross revenue.” This is a belief that...

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Generational Differences with Anna Liotta (podcast)

This week, Brannon sat down with Anna Liotta for a podcast you DO NOT want to miss! This isn’t your typical accounting podcast, as they discuss generational differences in the workplace and the...

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Cloud accounting with Xero’s Ben Richmond (podcast)

  Did you know that currently in the U.S., only about 10% of firms are cloud-based; whereas in Australia and New Zealand the rate is around 50%? Also, did you know that cloud firms typically sell for...

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Should I use an LOI?

The quick answer is…No. At first blush, the Letter of Intent would seem like a good idea. It allows the buyer to demonstrate to the seller that they do indeed intend to purchase. It also lays out the...

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Podcast with David Spray from the IC-DISC Show

David Spray / Brannon Poe Ep010 from the IC-DISC Show (podcast) Brannon recently had the pleasure of being a guest on David Spray’s IC-DISC show podcast. Listen in for a candid recap about ideal...

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Level-up your accounting practice in 2020

  Announcing Accounting Practice Academy led by Brannon Poe. Apply now at the special first-priority rate. Are you looking for a clear action plan to level-up your accounting practice in this new...

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About the workshop (1-min video)

Since announcing Accounting Practice Academy, we’ve received a few questions about the workshop format. So, we put together a one-minute video to briefly describe how it works.     SAVE THE DATE: We’ve...

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Ideas are Worthless Without Time to Implement

  When Steve Jobs returned to Apple in 1997, he axed more than 70 percent of Apple’s hardware and software products. In 2018, Apple became America’s first trillion-dollar company. When we speak with...

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Podcast with Ed Mendlowitz – Streamlining Tactics for Tax Season

  This podcast is definitely worth your time especially now as tax season is ramping up! Ed gives some great advice for streamlining and saving time during tax season. We are honored to present our...

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Tax Season Strategy-Post Game Analysis

Every great coach and player in any professional sport goes back the week after the game to watch the film in order to do a Post-Game Analysis. Well, Tax Season is here, and it’s game time for you!...

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