The State of CPA Firm M&A: Private Equity, Timing & the Headline Offer Trap

The State of CPA Firm M&A: Private Equity, Timing & the Headline Offer Trap

March 5, 2026 · 36 min

About this episode

Brannon Poe discusses the current state of CPA firm mergers and acquisitions, emphasizing the impact of private equity and the importance of making informed decisions.

Private equity is flooding into accounting, but taking an offer because of the flashy number on the table isn’t always the best decision. In this crossover episode with the Inside Public Accounting Podcast, Brannon Poe joins host Rob Brown to break down what’s really happening in CPA firm M&A right now. After attending a private equity conference at Harvard Business School, Brannon shares why this may be the most exciting—and chaotic—era he’s seen since entering the M&A space in 2003...

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