Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.

Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More

Poe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life’s most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportunity. Learn More

Is the next big opportunity across the street...or right where you already are?

Accounting Influencers
With Rob Brown

Post-pandemic, accounting professionals saw record pay increases just for changing employers.

However, as economic conditions tighten and median pay raises for job switchers fall from roughly 7% to just over 4%, the calculus is changing. The latest episode of the Accounting Influencers explores this new reality, urging professionals to look beyond paychecks and consider the broader picture of career satisfaction.

During the Great Resignation, switching jobs was practically risk-free. Firms desperate for talent offered 15–20% salary hikes to fill open seats. Today, however, that market has cooled. With inflation steadying and corporate budgets tightening, job hopping no longer guarantees the big payouts it once did.

As host Rob Brown explains, “The financial upside of switching jobs has narrowed, but the emotional and professional costs of moving may be higher than ever.”

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.

Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More

Poe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life’s most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportunity. Learn More

Great firms are built, not bought.

Gear Up for Growth

With Jean Caragher

For CPA Trendlines

In this episode of Gear Up for Growth, host Jean Caragher sits down with Jeffrey Weiner, former CEO and Chairman of Marcum LLP and current Senior Advisor at CBIZ. Weiner shares candid insights from his 40-year leadership journey, explaining how a Long Island accounting firm with seven employees and $300,000 in revenue became a $1.3 billion national powerhouse—before merging with CBIZ.

“Back in 1981, I didn’t even know what $1.3 billion was,” Weiner quips. “But I always knew I wanted to build something.”

Over the decades, Weiner redefined what it meant to lead in public accounting, emphasizing trust, talent, and strategic growth. Rather than micromanaging, he viewed his role as “architect,” guiding the firm’s culture, empowering top-tier professionals, and letting his team do what they did best. “If you’re the smartest person in the room, you’re in the wrong room,” he said.

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.

Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More

Poe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life’s most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportunity. Learn More

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.

Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. View testimonials.

Poe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life’s most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportunity.

Learn the 5-Step Process.

CPAs translate fame into cash flow, contracts, and accountability. 

Accounting ARC - Student-Led Conversations
With Harshita Multani
Center for Accounting Transformation

In a special episode of Accounting ARC: Student-Led Conversations, student host Harshita Multani interviews Jeff Frable, CPA, CGMA, a partner at CCK Strategies in Tulsa, Okla.; Aurmaudra Bradley, CPA, president of the NABA Indianapolis Chapter; and video producer Dave Maresca with the Center for Accounting Transformation and CPA Trendlines, about the financial mechanics behind modern entertainment—and the accountants who make the numbers work. 

The panel opens with favorites ranging from the movie “Back to the Future” to the TV show “Lost,” then quickly moves to the business beneath the screen. Bradley says the shift from box office and album sales to streaming platforms fundamentally changes how talent gets paid and how accountants track performance. She points to the recent labor actions in Hollywood as an example of residual models catching up to platform economics. In 2023, both the Writers Guild of America and SAG-AFTRA cited the rise of streaming and reduced residuals as central issues during historic strikes that disrupted production across the industry.  

Frable emphasizes that the profession’s core value does not change. “You do you, and I’ll do me,” he says. Artists and athletes deserve to focus on their craft while accountants manage contracts, taxes, and cash flow.

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.

Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. View testimonials.

Poe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life’s most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportunity.

Learn the 5-Step Process.

“Being efficient got me more work, not more money. So I left.” 

Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines

When Mike Maksymiw, executive director of the Aprio Firm Alliance, walked away from a $500,000-a-year partner role without another job lined up, he wasn’t chasing a title - he was chasing alignment. 

In this episode of the Big 4 Transparency, host Dominic Piscopo welcomes Maksymiw back for his second appearance, digging into Aprio’s recent acquisition of the PS+ Alliance, the firm’s private equity playbook, and the deeply personal journey that led Maksymiw to where he is now.

Aprio’s acquisition of the PS+ Alliance (previously part of RSM) adds team members and roughly 60 new firms to its already expansive alliance network, now approaching 100 firms across North America. Maksymiw says the merger wasn’t just about headcount. “It broadens how we can go find answers… different success stories, different failure stories,” he explains, emphasizing the shared learning opportunities between large and small firms in the network.

But what’s a fast-scaling PE-backed firm like Aprio doing supporting local, independent practices?

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.

Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More

Poe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life’s most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportunity. Learn More