Poe Group Advisors

Name

Poe Group Advisors

Legal name

Poe Group Advisors

Website

https://poegroupadvisors.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Accounting Practice M&A Advisory

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

akta.pro secondary industries

Sell-Side M&A Advisory (FSAEAGAA), Valuation & Purchase Price Allocation (Deal Valuation) (BPAHAOAK)

Keywords

• Accounting practice brokerage
• CPA firm M&A
• Practice valuations
• Accounting practice transitions
• Cloud firm sales

Headquarters

HQ city

Charleston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. CPA Practice M&A Brokerage / Intermediary Services: Poe Group Advisors earns fees for facilitating the sale and acquisition of CPA practices, matching qualified buyers with sellers through a structured M&A process. Revenue is generated on successful deal closings. The firm also earns placement fees and advises on deal structure, terms, and transitions. This is the primary revenue stream, representing a transaction-based model.
2. Accounting Practice Academy Workshop: The APA is an 8-week virtual workshop and mastermind group that generates revenue through enrollment fees from CPA firm owners seeking to build more profitable, scalable practices. Content covers practice management, profitability optimization, and owner-hour reduction.
3. Books and Digital Resources: The firm sells authored books (On Your Own, The Unplugged Vacation, Accountant’s Flight Plan, Scaling Your Cloud Accounting Practice) and free/paid digital guides and reports as supplementary revenue and lead-generation tools.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

Poe Group Advisors is a professional M&A intermediary firm that facilitates the buying, selling, and transitioning of accounting and CPA practices in the US and Canada. The firm provides confidential valuation, buyer-seller matching, deal structuring, and post-close transition support through a proprietary 5-step process. Complementing the brokerage, the firm runs the Accounting Practice Academy (APA), an 8-week virtual workshop designed to help firm owners reduce owner hours and increase profitability.

Product overview

Poe Group Advisors is a professional M&A advisory firm specializing in accounting practice sales, acquisitions, and transitions. The company operates a unified advisory platform comprising the Accounting Practice Academy (APA) — an 8-week virtual workshop — alongside complementary tools including the Practice Scorecard, 3 Bucket Delegation Tool, and Business Check-Up Tool. Supporting services include the Accountant's Flight Plan podcast, Accounting Practice Insights blog, and a library of books authored by founder Brannon Poe. The company also maintains a marketplace of CPA practice listings for buyers and provides valuation and selling process services for sellers. All offerings work together as part of a comprehensive practice transformation and transition ecosystem.

Differentiator

Problem solved

Functional benefit

Brands

• Accounting Practice Academy (APA): An 8-week virtual workshop and mastermind group designed to help CPA firm owners reduce owner hours and increase profits.
• Accountant's Flight Plan Podcast

Products and services

• CPA Practice M&A Brokerage Services End-to-end M&A intermediation facilitating the sale and acquisition of CPA, accounting, and bookkeeping practices across the US and Canada, including valuation, buyer qualification, deal structuring, negotiation, and post-close transition support.
• Accounting Practice Academy (APA)

Quantifiable outcome

• Over half of transactions close as 100% cash deals; approximately 85% have fixed-price structures
• +2 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Two partnerships are on record, tiered core and minor.

• XerocoreTechnology or IntegrationXero is a cloud accounting software platform (2 million subscribers worldwide). Poe Group Advisors has a long-standing relationship with Xero, featuring Xero executives (Ben Richmond, VP of Business Growth/Country Manager US) on the podcast and publishing content about cloud accounting transitions. Xero’s US ambassador program and the firm’s specialization in selling cloud firms creates mutual benefit. The firm advises cloud firms using Xero and Xero refers sellers/buyers through shared ecosystem presence.
• EO Charleston (Entrepreneur’s Organization)minorOthersBrannon Poe is president-elect of EO Charleston, the Entrepreneur’s Organization’s local chapter. This is a personal leadership role rather than a formal company partnership, but it provides networking, credibility, and potential referral connections for the firm.

Scale indicators4 records

Recent moves1 record

Expansion highlights6 records

Broad incumbents

• BizBuySell: The largest online business-for-sale marketplace including accounting practices among many categories; competes for listing visibility and buyer attention but does not provide specialized CPA M&A intermediation.
• Morgan & Westfield: A broader business M&A intermediary that handles small and mid-market transactions across industries including professional services, overlapping with PGA's buyer-seller matching model but not specialized in CPA practices.

Direct peers

• Succession Advisors LLC: Provides succession planning and M&A advisory specifically for CPA firms, offering transition consulting and buyer-seller matching — directly comparable services for the same client segment.
• Hintze Thorne CPAs & Advisors: A CPA firm with a dedicated practice sales and M&A advisory division serving accounting practice transitions, offering comparable intermediary services in a related professional services structure.
• Acuity Practice Transitions: An intermediary focused on buying and selling accounting and tax practices, providing valuation, marketing, and transition services similar to Poe Group Advisors' 5-step process.
• PracticeXchange: A CPA practice marketplace and intermediary that facilitates accounting practice sales and acquisitions, directly comparable in service model (listings, buyer-seller matching) and customer base (CPA firm buyers and sellers).
• NYCPAS Practice Sales: Specializes in accounting and tax practice sales, primarily serving the New York metro area but active nationally, providing M&A intermediation directly comparable to Poe Group Advisors' brokerage services.
• Accounting Practice Sales, LLC (APS): A direct competitor specializing in brokerage and M&A services for CPA and accounting practices across the US, offering listings, buyer-seller matching, and transition support — the closest comparable to Poe Group Advisors' core offering.

Emerging players

• Karbon: A cloud-based practice management platform for accounting firms, serving the same CPA owner customer segment as Poe Group Advisors with workflow rather than M&A services — thematically related as an enabler of the modern cloud accounting firms PGA specializes in selling.

Others

• Live Oak Bank (Practice Lending): PGA's core lending partner for SBA-backed CPA practice acquisition financing; not a direct competitor but a critical ecosystem player whose referral relationship enables buyer funding and deal completion.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCniu-SWqezXDabYtGMXK9Iw
• LinkedInlinkedin.com/company/poe-group-advisors
• Instagraminstagram.com/poegroup
• Xx.com/poegroupadvisor
• Facebookfacebook.com/PoeGroupAdvisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Poe Group Advisors