ON DEMAND WEBINAR

Buy and sell firms with confidence: Lessons from over $250 million in sales

Watch on demand webinar until December 31 2023

Is your firm doing everything it can do to stand out?

The ability to upsell a business is an important one, and the right way to start is by building marketability.

This is a unique opportunity to hear from seasoned firm trader Brannon Poe (Poe Group Advisors) and accounting firm growth expert, Nick Sinclair (TOA Global) as they discuss some of the key practices to securing greater profits when the time comes to sell your firm.

Key Takeaways

Marketing Coordinators Deep Purple 1 png

The key qualities of a highly marketable firm 

SMSF Auditor Deep Purple 1

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

Analyst_Deep-Purple-1.png

Your day-to-day as a firm owner 

Key Takeaways

Marketing Coordinators Deep Purple 1 png

The key qualities of a highly marketable firm 

SMSF Auditor Deep Purple 1

How to make your business more attractive 

Analyst_Deep-Purple-1.png

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

Client Service Assistants Deep Purple png

The difference between typical sellers and younger buyers 

Administrators_Deep-Purple-1.png

Your day-to-day as a firm owner 

Key Takeaways

Marketing Coordinators Deep Purple 1 png

The key qualities of a highly marketable firm 

SMSF Auditor Deep Purple 1

How to make your business more attractive 

Analyst_Deep-Purple-1.png

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

Client Service Assistants Deep Purple png

The difference between typical sellers and younger buyers 

Administrators_Deep-Purple-1.png

Your day-to-day as a firm owner 

Key Take-aways

Marketing Coordinators Deep Purple 1 png

The key qualities of a highly marketable firm 

SMSF Auditor Deep Purple 1

How to make your business more attractive 

Analyst_Deep-Purple-1.png

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

Client Service Assistants Deep Purple png

The difference between typical sellers and younger buyers 

Administrators_Deep-Purple-1.png

Your day-to-day as a firm owner 

Nick

Nick Sinclair

Nick and his team at TOA Global work with more than 1,000 international firms and over 3,700 specialist accountants and support team members. Ten years in, they’re still scaling. Nick is regularly invited to talk on effective people management and global talent strategies as solutions in labor-tight markets, drawn from his experience and conversations with accountants and firm owners from around the world.

TOA Global is the leading offshore talent and staffing solutions provider exclusive to the accounting industry.

BRANNON

Brannon Poe

Brannon has been a pioneer in the field of buying and selling firms since 2003. With a background in auditing at Ernst & Young and years of experience in both auditing and tax preparation, he brings a wealth of knowledge to the process. Brannon’s diverse experience forms the foundation of Poe Group Advisors’ industry-leading service. He is also the author of “Accountant’s Flight Plan: Best Practices for Today’s Firms” (published by the AICPA).

With practices located throughout the U.S. and Canada, Poe Group Advisors is known for their expertise in facilitating the buying and selling of CPA firms.

Watch this on-demand webinar
until December 31, 2023