Accountant's Flight Plan
Brannon Poe; Poe Group Advisors
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About This Podcast
Welcome to The Accountant's Flight Plan, where we guide you toward building a top-tier CPA firm that you would want to buy. With over 20 years of working with accountants in mergers and acquisitions, Brannon Poe, CPA delves into engaging and vital topics with industry leaders. Unpacking everything from transition planning and accounting practice sales to practice management and firm development, Brannon equips you with the tools you need to build the practice of your dreams. Whether you are navigating firm growth or exploring the nuances of succession planning, join us to learn actionable insights that will empower and inspire you to love your firm again.
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Recent Episodes
The Gap Between Financial Success and Fulfillment
Brian Gray made partner at a top 100 CPA firm, built a career advising billionaires and high-net-worth families on complex tax strategies, and then realized that none of it had made him any…
Right People, Right Seats: How EOS Helps CPA Firm Owners Build Teams That Scale
Meghan Hickman has spent over three years as our EOS implementer at Poe Group Advisors, and this conversation is one we have been looking forward to sharing. Meghan works with entrepreneurial…
The Ideal Practice Model: Seven Areas That Transform a CPA Firm
Joe Woodard has trained over 150,000 accounting professionals and spent his career studying what separates firms that grow from firms that stay stuck. His answer? It almost always starts with…
Focus Works Every Time: Brannon Poe and Ian Brennan Close Out the Power of Focus Series
Seven episodes. Dozens of real-world examples. One recurring answer.Brannon Poe and Ian Brennan sit down one more time to close out the Power of Focus series. Throughout this series, the pattern that…
What Buyers Are Really Looking For
A niche accounting firm with 45% cash flow and 1,500 owner hours sold for 5.6 million dollars on 2.6 million in revenue. That is the kind of result possible when a CPA firm owner gets intentional…
How Choosing Better Clients Builds More Profitable Accounting Firms
Ric Payne has been thinking about how accountants build better practices for decades. If you have been in the industry for a while, you likely know about Ric Payne. He co-founded Results Accounting…
How a $1.5M Firm Grew to $7M Organically with Jason Ackerman
Jason Ackerman, Co-Managing Partner at BNA Advisors, helped grow the firm from a $1.5 million firm to over $7 million organically, without acquiring a single practice. He joined his father's firm in…
How to Get a 4-day Weekend During Tax Season
Chip Summers worked 2,900 hours a year for over 25 years. Every Saturday. Some Sundays. Always behind. Then he made a series of decisions that transformed his firm.He raised prices across the board.…
How Niching Down to Veterinarians Built a 15X Practice
Greg Toner kept only his best clients, raised prices, picked one niche, and grew his practice 15X.While many CPAs accept any business that comes their way, Greg found success by being highly…
Half a Million in Six Months: How to Transform Firm Value
Bill and Chris Murphy increased their firm's value by half a million dollars in six months. They weren't desperate to sell, just ready to work reasonable hours with clients they liked. So they did…
What Makes an Accounting Firm Prosper? Key Insights from Helping Hundreds of Firm Owners
Part of the Power of Focus Mini-SeriesWhat really separates great accounting firms from the rest?That question is what led Brannon Poe and Ian Brennan to put together this mini-series. And after…
Navigating the Sale of a CPA Practice From A Seller Turned Intermediary
Barbara Agerton flunked retirement. After selling her California CPA practice, she thought she'd ride off into the sunset with her husband. Instead, she got bored, picked up the phone, and asked if…
The State of CPA Firm M&A: Private Equity, Timing & the Headline Offer Trap
Private equity is flooding into accounting, but taking an offer because of the flashy number on the table isn’t always the best decision.In this crossover episode with the Inside Public Accounting…
The Readiness Test: How to Know If You're Ready to Sell Your Firm
Selling your accounting firm is a major life transition and that often comes with an emotional tax that proper strategy can mitigate.Lisa Handziak, who covers much of the Northeast and Midwest for…
AI Won't Replace CPAs. It'll Free Them to Do Work That Actually Matters
The firms winning with AI aren't the ones implementing every tool they can find. They're the ones being strategic about what actually moves the needle.Rachel Ferris learned this firsthand when she…
Why Now Is the Perfect Time to Build a Firm That Prioritizes Mentorship with Yuri Kapilovich
In this episode, Yuri (aka "The Fun CPA") explains why now is the perfect time to build the kind of firm where people genuinely want to work. He's spent four years building a following on LinkedIn by…
The Retention Advantage: How CPA Firms Win the Talent Game
If your best accountants are walking out the door, it's probably not about the money. In this episode, Tim Schurrer (CEO of David Novak Leadership and author of "The Secret Society of Success")…
When Internal Succession Fails: Why Multi-Partner CPA Firms Are Turning to External Sales
You've spent years developing your next generation of partners, but what happens when they don't want to lead, can't secure financing, or simply aren't the right fit to take over? In this episode,…
From Survival Mode to Sustainable Success in Your CPA Firm with Lisa Smith
In this episode, we sit down with Lisa Smith who is a functional medicine dietitian, gut-health expert, and founder of Lisa Smith Wellness. We explore the realities of deep stress and the health…
Building an Offshore Staffing Strategy for your CPA Firm with Nick Sinclair
In this episode, we sit down with returning guest Nick Sinclair, founder and chairman of TOA Global, one of the largest accounting outsourcing companies in the world. Nick shares the unlikely origin…
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Accountant's Flight Plan has published 136 episodes since April 2013, covering topics in Business, Entrepreneurship.
Accountant's Flight Plan is currently highly active with new episodes weekly. Average episode length is 36m.
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