The Benefits and Challenges of Working with Family: A Special Birthday Episode w/ Brannon Poe & Bailey Ball


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Feb 17 2025 40 mins   2

This week, we’re celebrating a special occasion on The Accountant’s Flight Plan Podcast! In honor of Brannon Poe’s birthday, we flipped the script—our Marketing Director, Bailey Ball (who also happens to be Brannon’s daughter), took over the mic to interview him. Their conversation takes us on a journey from the earliest days of our company, when Bailey was in elementary school, to the thriving 20+ person team we have today.

Time Stamps:

3:20 - The early days of the company and how it grew into what it is now

8:30 - Working with family - the pros and cons

13:40 - Advice for hiring family members

21:00 - Major changes in the accounting industry – Technology, Private Equity and Remote work

28:40 - What can we do as M&A to help sellers and buyers make good choices

34:22 - Advice for listeners

35:42 - Brannon’s most outlandish deal experience

39:26 - Wrapping Up & book reccomendations: Walter Isaacson’s biographies [https://www.amazon.com/stores/Walter-Isaacson/author/B000APFLB8?ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true# ].