You now have access to expert insights for one of the most important decisions in your career—practice succession planning. Gain strategies to confidently buy, build, or sell an accounting practice while protecting your legacy and positioning your clients and team for long-term success through the Association’s newest partnership with Poe Group Advisors.
Poe Group Advisors
Poe Group Advisors helps CPAs navigate practice succession planning, whether you’re buying, building, or selling an accounting practice. With deep expertise in the unique challenges facing CPA firm owners, they provide strategic guidance through every stage of practice transitions, from initial valuation and deal structuring to post-acquisition integration and growth planning. Their team understands that succession planning isn’t just about numbers, it’s about protecting the legacy you’ve built while ensuring your clients and team are set up for long-term success. Poe Group Advisors combines comprehensive buyer due diligence with real market insights to help you make informed decisions that minimize risk and maximize value as you plan your next chapter.
Explore More Member Benefits
Visit the Member Benefits page to see how this and other Association partnerships empower you to achieve your goals.
