How to Build a CPA Firm That Attracts Buyers with Brannon Poe

How to Build a CPA Firm That Attracts Buyers with Brannon Poe

August 18, 2026 · 52 min

About this episode

Brannon Poe discusses how CPA firm owners can enhance the attractiveness of their business to potential buyers.

Most CPA firm owners know their revenue. Far fewer know how a buyer would value the business behind it. Brannon Poe, founder of Poe Group Advisors, joins Tom Wadelton and Adam Hale to break down the factors that make an accounting practice more attractive to buyers. After working on hundreds of CPA firm sales and acquisitions, Brannon has seen which operational decisions strengthen value and which ones create risk during a transition. He explains why profitability and owner dependency are the...

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