Webinar - Marketing lessons from selling over $150 million of accounting firms

Brannon runs Poe Group Advisors, a leader in helping accountants buy and sell their firms. Here’s what he’s learned about their marketing.

What makes some firms sell for much higher multiples than others?

Brannon of Poe Group Advisors has sold over $150 million of accounting firms. In this webinar, he’ll share the traits of firms that sell for top prices.

The focus will be on marketing but we’ll cover other topics and you can ask Brannon questions about buying and selling firms at the end.

What you’ll Learn

  • The real value of your firm
  • The importance of a strong brand (and some tips on creating one)
  • Do niche firms sell for more than generalist firms?
  • And much more!

Webinar Recording

Useful Links

About your Host and Guest

Brannon Poe

Brannon Poe

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.

He is the author of “Accountant’s Flight Plan: Best Practices for Today’s Firms” (published by the AICPA and CPA Canada), “On Your Own: How to Start Your Own CPA Firm” and multiple blogs.

Matt Wilkinson

Matt Wilkinson

Matt is the founder and CEO of Bizink and has helped hundreds of accounting and bookkeeping firms worldwide with their marketing.

Known for his practical advice on marketing, he’s spoken at Xerocon and several other accounting conferences worldwide.