Challenges for Buying and Selling a Firm and the Value Ladder with Brannon Poe

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Sep 29 2020 39 mins   1

Brannon Poe is the founder of Poe Group Advisors where he and his team take a consulting-based approach to transition accounting firms from one owner to another through their unique process - The Seamless Succession.

In today’s episode, we discuss:

  • Unique challenges for both buyers and sellers of small businesses
  • Valuation of CPA firms
  • Pricing
  • The value ladder

To learn more about the Staying Power Collective, a group for aspiring and current virtual firm owners on a mission to grow their firms, visit

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