What you need to know before you sell your firm

Hosted by Courtney Vien

As the founder of brokerage firm Poe Group Advisors, Brannon Poe, CPA, has helped hundreds of CPAs sell their firms. 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.

Play the episode below:

This podcast is designed to provide illustrative information with respect to the subject matter covered, and does not represent an official opinion or position of the AICPA or AICPA.org.  It is provided with the understanding that the AICPA and AICPA.org are not engaged in offering legal, accounting or other professional service.  If such advice or expert assistance is required, the services of a competent, professional person should be sought.  The AICPA and AICPA.org make no representations, warranties or guarantees as to, and assume no responsibility for, the content or application of the material contained herein, and especially disclaim all liability for any damages arising out of the use of, reference to, or reliance on such material.

SPONSORED REPORT

States look to unclaimed property for revenue

This free report outlines the escheat process, common types of AUP, how different states are handling it and how companies can plan for potential audits and liabilities.

PODCAST

Using drones to enhance audits

Hermann Sidhu, CPA, global assurance digital leader at EY, walks us through EY’s exciting new project to use drones to help audit large warehouses and outdoor inventories.