Published : August, 2022
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When the intention is to grow a CPA firm with a high focus, planning makes all the difference. However, growth means different things to different people. Some weigh it with the time invested, while some identify it with more work and personal time saved.
This Online CPE podcast is about a lively conversation that discusses various aspects of growth. Whether the aspects that sound golden, are really golden from the perspective of the CPA firm will also be tested. In the end, this podcast will help you with invaluable insights on making the best of the experiences of CPA firms that create positive changes for the growth and longevity of your practices.
Brannon Poe and Ian Brenner of the Poe Group Advisors discuss the following Key Points in the insightful podcast:
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Creative Director, Poe Group
A graduate of Belmont University in Nashville where he studied film production, Ian has worked in the film industry for over six years. His ventures have taken him around the globe creating and sharing meaningful content, having pursued work with several companies producing documentaries in Los Angeles, animating for DreamWorks and even editing in Tokyo.
Ian first joined the Poe Group Advisors team after meeting Brannon Poe and hearing of their shared interest in the entrepreneurial spirit and the key drivers of success. Since joining the team, Ian has had a hand in helping set the foundation for Accounting Practice Academy through video and creative production, amongst many other projects for Poe Group Advisors as a whole.
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Buying or listing a CPA firm? We assist both parties in planning and implementing a strategic, successful transition of clients and staff.
Our mission is simple … we assist sellers to successfully navigate the sale of their businesses in a way that maximizes the value of their firm, while minimizing their risks and challenges. Likewise, we help buyers find an appropriate business for their particular talents and skills … and ultimately, we assist both parties in planning and implementing a strategic, successful transition of clients and staff.
Founder, Poe Group
Brannon began facilitating successful accounting practice transitions in 2003. He pioneered a consulting-based approach to transitioning accounting firms, which has culminated in Poe Group Advisors’ unique process – The Seamless Succession™.
He started his career in public accounting as an auditor with Ernst & Young before working for several years in auditing and tax preparation for the regional firm of Elliott, Davis & Company. Subsequently, Brannon became a shareholder in a privately held, family-owned business and a founding shareholder in a successful start-up manufacturing company. This breadth of experience — with companies large and small — has provided the foundation for Poe Group Advisors to become the industry service leader.
He is the author of “Accountant’s Flight Plan: Best Practices for Today’s Firms” (published by the AICPA), “On Your Own: How to Start Your Own CPA Firm” and multiple blogs.
Buying or listing a CPA firm? We assist both parties in planning and implementing a strategic, successful transition of clients and staff.
Our mission is simple … we assist sellers to successfully navigate the sale of their businesses in a way that maximizes the value of their firm, while minimizing their risks and challenges. Likewise, we help buyers find an appropriate business for their particular talents and skills … and ultimately, we assist both parties in planning and implementing a strategic, successful transition of clients and staff.
33 Ratings
ERS
Sep 8th, 2022
Great experience
KR
Oct 17th, 2022
The issue was a lot of the podcast was a sales pitch to take their course - I wish it was less of that.
AC
Dec 12th, 2022
This was essentially a sales pitch, which is not what I was expecting.
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