252. Accounting's PE effect, with Brannon Poe

Private equity is reshaping the accounting profession, changing how firms think about succession, valuation, technology, profitability, and growth.

In this episode of Future-Proof, we sit down with Brannon Poe, founder of Poe Group Advisors, to explore the opportunities and risks that come with private equity investment in CPA firms. Brannon shares a balanced perspective on what PE is bringing to the profession, why not all investors are the same, and what firm owners should consider before pursuing a deal.

From finding the right cultural fit to understanding firm value and protecting client and employee relationships, this conversation offers practical guidance for firm owners navigating a rapidly changing succession landscape.

Resources:

Brandon Poe, Poe Group Advisors WebsiteThe Economics of Selling Your CPA Firm, A Poe Group Advisors articleCPA Firm Valuation Guide