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Poe Group Advisors

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Poe Group Advisors

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Poe Group Advisors, 164 Market Street, Suite 371, Charleston, SC 29401

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Overview

Premier Intermediaries for Seamless Accounting Firm Transactions

With over 20 years of M&A experience, this company specializes in facilitating the buying and selling of accounting firms. With a team of professionals holding CPA credentials and financial backgrounds, the firm ensures a seamless transition for both buyers and sellers. They offer a robust collection of resources, including actionable insights from industry thought leaders, to help clients maximize value and minimize risk. The firm's extensive network and expertise make it a leader in the accounting practice intermediary industry, assisting clients across the United States and Canada.

The company boasts a reputation for diligence, efficiency, and client satisfaction. Many clients praise their professional guidance throughout the process of selling or buying a CPA firm. With practices and services tailored to clients' unique needs—whether virtual or traditional, U.S.-based, or Canadian—the firm excels in connecting the right buyers with the right sellers. Their mission is to help sellers navigate the sale process successfully while ensuring buyers find opportunities that fit their objectives. This commitment to excellence has positioned the firm as a go-to resource for accounting practice sales.

Premier Intermediaries for Seamless Accounting Firm Transactions

With over 20 years of M&A experience, this company specializes in facilitating the buying and selling of accounting firms. With a team of professionals holding CPA credentials and financial backgrounds, the firm ensures a seamless transition for both buyers and sellers. They offer a robust collection of resources, including actionable insights from industry thought leaders, to help clients maximize value and minimize risk. The firm's extensive network and expertise make it a leader in the accounting practice intermediary industry, assisting clients across the United States and Canada.

The company boasts a reputation for diligence, efficiency, and client satisfaction. Many clients praise their professional guidance throughout the process of selling or buying a CPA firm. With practices and services tailored to clients' unique needs—whether virtual or traditional, U.S.-based, or Canadian—the firm excels in connecting the right buyers with the right sellers. Their mission is to help sellers navigate the sale process successfully while ensuring buyers find opportunities that fit their objectives. This commitment to excellence has positioned the firm as a go-to resource for accounting practice sales.

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Lisa Handziak  

Poe Group Advisors

Locations

Location Map

Poe Group Advisors, 164 Market Street, Suite 371, Charleston, SC 29401