In this episode, Brannon Poe shares the key steps a CPA needs to take in order to sell their firm.

Poe is the founder of Poe Group Advisors and the author of “Accountant’s Flight Plan, Best Practices for Today’s Firms. A consultancy that facilitates the buying and selling of CPA firms. He began his career as an auditor at Ernst & Young, before launching his business in 2003. For the past 15 years, he and his team have helped CPAs successfully exit their firms.

In this conversation you will learn:

1. Why underpricing your services may be holding you back from building a successful practice. 
2. Why taking time off to relax actually helps your bottom line
3. How to build a practice that is sellable and how much you can expect to earn from the sale

Resources mentioned:

1. Kolbe Assessment
2. Poe Group Advisors blog

This episode is brought to you by Money & Mimosas. Click here to learn about our 2019 CPA Partner Program.