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LIVE WEBINAR

Lessons from Selling Over $250 Million Worth of Accounting Firms (CPE Eligible)

September 11, 2025 | 3PM – 4 PM CST

                         

 

Is the way you’re growing your firm today making it harder to sell tomorrow?

Buyer interest in accounting firms is high, but if yours doesn’t stand out in the market, potential buyers will look elsewhere.

A successful sale requires building the specific qualities buyers are willing to compete for, long before you decide to exit.

Join accounting growth experts Nick Sinclair of  as they discuss strategies from over $250 million in completed sales that have helped drive firm marketability and valuation.

Plus, earn one CPE credit if you attend live and meet the certification requirements.

Key Takeaways

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The qualities of a highly marketable firm

Marketing Coordinators Deep Purple 1

Types of multiples and terms you’re seeing in the market

Data Analysts Deep Purple 1

How to make your business more attractive

Payroll Deep Purple 1

The difference between typical sellers and younger buyers

Staff Accountant Deep Purple 1

Your day-to-day as a firm owner

nicksinclair

Nick Sinclair

TOA Global and Ab2 Institute of Accounting

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With 20+ years of experience, Nick has built an impressive career as an entrepreneur, coach, and former owner of an accounting and financial planning firm.

He founded TOA Global, Ab² Institute of Accounting, and Sinclair Media, collectively empowering more than 1,100 firms worldwide.

Fueled by a passion for helping accounting leaders gain time and financial freedom, Nick is dedicated to guiding them in building firms they’re proud to lead.

BRANNON

Brannon Poe

Founder, Poe Group Advisors and Accounting Practice Academy

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Brannon has facilitated the sale and purchase of hundreds of accounting firms across the United States and Canada since 2003.

He hosts the Accountant’s Flight Plan podcast, expanding on the practical strategies in his book of the same title. Other books he wrote include On Your Own! How to Start Your Own CPA Firm and The Unplugged Vacation: How Accounting Firm Owners Can Take a Proper Holiday Without Checking Emails.

Brannon is also passionate about entrepreneurship, serving as the former president of EO Charleston.

Real-time answers to your firm sale questions