Five Keys to Successfully Selling a CPA Firm

No.1: Timing, Timing, Timing.

By Brannon Poe

Selling an accounting practice can be a hard decision, and an emotional one. Having a clear vision of what success looks like is a great place to start.

More Brannon Poe: 10 Questions to Ask Yourself Before Buying an Accounting Practice  |. Five Key Decisions for Your Exit Strategy  |. How to Transfer a Boomer-Owned CPA Practice to a Millennial

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One of the first tasks of developing any strategy is to have a clear definition of what success looks like. Successfully selling a CPA firm is no different.

There are five key components in a successful deal:

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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