Navigating the Sale of a CPA Practice From A Seller Turned Intermediary
About this episode
Barbara Agerton shares her journey from selling her CPA practice to becoming an intermediary at Poe Group Advisors, helping others navigate similar transitions.
Barbara Agerton flunked retirement. After selling her California CPA practice, she thought she'd ride off into the sunset with her husband. Instead, she got bored, picked up the phone, and asked if she could come work for the company that sold her firm. Now she's an intermediary at Poe Group Advisors, which means she gets to help other firm owners navigate the exact journey she just completed. Barbara knows what it feels like to let go of the practice you built, to wonder if you're doing the ...
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