How One CPA Firm's Valuation Doubled in a Private Equity Bidding War

Brannon Poe and Bailey Ball, Chief Growth Officer at Poe Group Advisors, sit down to talk through the questions coming up most often on sales calls with accounting firm owners right now. Bailey brings a recent listing to life: a CPA firm with a large individual tax practice went to market with updated cash flow numbers, drew a wave of private equity interest, and saw its valuation move from the original asking range to double. The buyers driving that competition had access to AI tools that au...