Five Key Decisions for Your Exit Strategy

The big issues owners would rather ignore – until it's too late.

By Brannon Poe

We always hear about the lack of succession planning for CPA practice owners, but we find that a few key planning pieces can make a huge difference.

In fact, we get a lot of calls from owners who are three to five years away from selling. The key issues really don’t take a tremendous amount of time or complex planning. Most of the difficult planning issues are the ones that only owners can answer anyway. A little guidance coupled with common sense will generally pave the way to a smooth succession.

Here are five key areas of succession planning that we most commonly encounter:

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Brannon Poe



About the Author

Brannon Poe is the founder of Poe Group Advisors and has been facilitating successful accounting practice mergers and acquisitions since 2003.

Brannon 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,” as well as multiple blogs and the “Accountant’s Flight Plan” podcast.

Click here for more by Brannon Poe