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What you need to know before you sell your firm Logo aicpa

  Brannon Poe, CPA |   Free |   AICPA |   17 Feb 2017 |   Journal of Accountancy

As the founder of brokerage firm Poe Group Advisors, Brannon Poe, CPA, has helped hundreds of CPAs sell their firms. In this podcast, he shares insights he has learned over the course of his career, as well as best practices for selling your firm.

What you’ll learn in this podcast:

  • How to identify a good buyer.
  • How to prepare your practice for a sale.
  • The biggest mistakes CPAs make when selling.
  • What you should do in the transition period between the sale and handover.
Topics covered:
  • Firm practice management: Technical: Strategic planning, Intermediate


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