Poe Group Advisors

Poe Group Advisors is a consultant in Charleston, SC, specializing as an intermediary for accounting practice sales. The firm facilitates the buying and selling of CPA, bookkeeping, and accounting firms, serving both sellers looking to maximize value and buyers seeking the right practice. With over 20 years of M&A experience, the company guides clients through strategic sales processes, due diligence, and transition planning. Founded by Brannon Poe, a CPA with a Big 4 background, the firm has been selling firms in the U.S. since 2003 and within Canada since 2006.

The team consists of professionals with deep knowledge of the accounting industry, many of whom hold CPA or financial backgrounds. They employ a consultative approach to match qualified buyers with sellers, emphasizing confidentiality and a streamlined process that avoids unnecessary steps like letters of intent. Poe Group Advisors offers an 8-week virtual workshop called Accounting Practice Academy, designed to help firm owners reduce working hours and increase profits. The firm also maintains a marketplace of current listings and provides resources on practice management, sales, and acquisitions. Their philosophy centers on maximizing practice value, simplifying the sale process, and ensuring buyer success through short, effective transitions.

Poe Group Advisors stands out in the Charleston area for its specialized focus on accounting firm transactions and its long-standing track record in the U.S. and Canadian markets.

Services:

• Home Buying
• Private Equity Resources
• Selling Real Estate