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LET’S GET STARTED
PLANNING TO SELL YOUR PRACTICE?
Our Succession Planning Guide will help you ask the right questions and feel prepared as you consider your options.
WHAT IS YOUR PRACTICE WORTH?
Download this free report to learn about what drives accounting practice values.
WHY YOU SHOULD WORK WITH OUR TEAM
- Our 5-step process, the Seamless Succession™, helps ensure a smooth transition.
- We have buyers in all 50 states and throughout Canada.
- Our experienced team is ready to help you achieve your goals.
- We partner with you to create a strong succession plan.
INTERESTED IN CPA FIRMS OR ACCOUNTING PRACTICES FOR SALE?
At Poe Group, we specialize in connecting you with practices that best match your purchase criteria. Here is a quick breakdown of how to properly evaluate accounting firms for sale:
VALUABLE ARTICLES
Are you likely to be able to connect with the current CPA firm’s clients? Would their client base be enjoyable to work with? Do you think you would experience a good client retention rate based on your ability to serve these clients?
5-STEP PROCESS
Do you trust the seller? Take some time to develop rapport with the seller and take note of your first impressions.
REGISTER AS A SELLER
This will help you understand his/her skillset better. This background will inevitably show up in various ways throughout the practice.
SUCCESSION PLANNING
Are you likely to be able to connect with the current CPA firm’s clients? Would their client base be enjoyable to work with? Do you think you would experience a good client retention rate based on your ability to serve these clients?
FREE VALUATION
Do you trust the seller? Take some time to develop rapport with the seller and take note of your first impressions.
CLIENT TESTIMONIALS
This will help you understand his/her skillset better. This background will inevitably show up in various ways throughout the practice.