Maximizing Your Accounting Firm's Value with Brannon Poe

Blake Oliver sits down with Brannon Poe of Poe Group Advisors to discuss the differences between traditional and subscription-based virtual accounting firms. Brannon shares his expertise on firm valuation, revealing that factors like cash flow to owner and owner hours play a significant role in determining a firm's value. He also emphasizes the importance of pricing strategies, noting that implementing value pricing and subscription models can dramatically improve a firm's profitability and overall value. Throughout the conversation, Brannon provides valuable insights and real-world examples to help firm owners maximize their firm's value in preparation for a potential sale.

Meet Our Guest, Brannon Poe
Learn more about Poe Group Advisors
Get CPE for listening to podcasts with Earmark:
Subscribe to the Earmark Podcast:

Get in Touch
Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.

Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.

Need Accounting Conference Info? 
Check out our new website -

Limited edition shirts, stickers, and other necessities


Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad:

  • (00:51) - Traditional vs. Subscription Accounting Firms
  • (01:46) - The Value of Virtual Subscription Firms
  • (02:11) - Factors Influencing Firm Valuation
  • (02:37) - The Impact of Location on Valuation
  • (07:19) - Key Metrics for Maximizing Firm Value
  • (12:05) - Firm Valuations: Some Numbers
  • (15:09) - Strategic Decisions for Firm Growth
  • (20:55) - Final Thoughts and Resources for Brannon's Book and Academy

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Creators and Guests

Brannon Poe
Brannon Poe
Brannon Poe is the founder of Poe Group Advisors and the creator of Accounting Practice AcademyTM, an online workshop that is transforming how owners run their firms. He began facilitating successful accounting practice transitions in 2003 and has since pioneered a consulting-based approach to transitioning CPA firms, culminating in Poe Group Advisors’ unique process – The Seamless SuccessionTM. 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. Brannon is the author of several books, and multiple industry articles. He is also the host of the “Accountant’s Flight Plan” podcast. Brannon is passionate about entrepreneurship and is a founding member and past president of the Charleston chapter of Entrepreneurs Organization (EO). Brannon has worked with some of the most successful and seasoned CPAs in the industry and has been privy to the behind-the-scenes methods that these clients have used to build highly profitable practices along with capable and independent teams.
Maximizing Your Accounting Firm's Value with Brannon Poe
Broadcast by