How to Sell Your Accounting Firm for 7-Figures and Beyond with Brannon Poe

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By David Cristello and Jetpack Workflow. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

An author and experienced intermediary specializing in the sale of accounting practices, Brannon has a unique ability to help creatively integrate information to develop clear, focused plans. He helps clients implement these plans to achieve their most important goals.

An Ernst & Young alumni and scholarship recipient and magna cum laude graduate of the University of South Carolina, Brannon began his career in public accounting as an auditor with Ernst & Young, before working for several years in auditing and tax preparation for the regional firm of Elliott, Davis & Company. Subsequently, Brannon became a shareholder in a privately-held, family-owned business and a founding shareholder in a successful start-up manufacturing company. This breadth of experience­ — with companies large and small — has helped Brannon excel in efficiently and effectively facilitating hundreds of successful accounting practice transitions.

Quarterly business coaching classes and continually investing in consultative and team building skills have helped Brannon and his team close over 200 transactions since 2003.

Brannon makes his home in Charleston, SC with his wife and three children. Away from the office, he enjoys competitive racquetball, boating, and fishing.

242 episodes