Curb Appeal: Building a Firm to Sell

This week Matt sits down with Brannon Poe, founder of Poe Group Advisors and host of “The Accountant’s Flight Plan Podcast,” to explore the intersection of firm value, marketing, and strategic growth. Brannon shares valuable insights into the factors that impact the buying and selling of accounting firms, emphasizing the importance of focusing on owner cash flow, client quality, and niche specialization. The conversation delves into how strategic marketing can not only attract better clients but also increase firm value and prepare for a successful exit strategy. Listeners will gain actionable strategies for optimizing their firm’s value, refining their marketing approach, and achieving sustainable growth. Whether you’re a firm owner looking to maximize profitability or a marketer seeking to enhance client acquisition, this episode offers invaluable guidance for navigating the dynamic landscape of accounting firm management and marketing.

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Brannon’s Links:

Poe Group Advisors: https://poegroupadvisors.com/

The Accountant’s Flight Plan Podcast: https://poegroupadvisors.com/podcast/

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Listen On:

YouTube: https://www.youtube.com/channel/UCuRX4u8IASb63Qbln0b3ZyA/videos

Spotify: https://open.spotify.com/show/4eMXgy5Gr6gxx9tjDc8f04

Apple Podcasts: https://podcasts.apple.com/us/podcast/marketing-for-accounting-firms/id1647185214