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Accountant's Flight PlanAuthor: Brannon Poe; Poe Group Advisors
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. Language: en-us Genres: Business, Entrepreneurship, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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The Readiness Test: How to Know If You're Ready to Sell Your Firm
Wednesday, 18 February, 2026
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 Poe Group Advisors, has guided owners through successful exits. She's learned that the sellers who thrive during this transition aren't the ones who avoid emotions; they're the ones who understand how to channel them productively. Take confidentiality, for example. Sellers often feel guilty keeping the sale from their staff, but Lisa reframes it completely: You're not keeping a secret. You're creating stability. When you protect your team from premature anxiety, you're actually protecting them, not betraying them. This episode reveals how the best exits happen: with preparation, clear vision, and a strategic mindset that turns your final tax season into proof of how valuable your firm really is.Key Timestamps:00:00 - Introduction 02:04 - Understanding the emotional journey of selling (and why it's normal) 06:41 - The readiness test: what are you going to do next? 08:19 - How one seller rediscovered what matters after exiting 10:01 - The seller who got re-excited about her firm and built even more value over 3 years 13:27 - The seller who got sick during tax season and proved the firm was buyer-ready 15:16 - "You're not keeping a secret, you're creating stability," the confidentiality reframe 19:25 - The attitude reset that transforms your final tax season 22:38 - How starting earlier eliminates seller regrets 25:08 - Accelerating profitable firms to their goals through strategic planning 28:39 - The inspiring buyer success story: from $1M to a major exit 30:12 - Why strategic buyers protect their investment by waiting to meet staff 33:41 - What happens when transition communication goes wrong (and how to avoid it) 35:39 - Bringing the human element back to M&A 36:22 - Book recommendationsDownload Now: https://poegroupadvisors.com/accounting-practice-academy/increase-letter/Price increases are nothing to fear. The real challenge is effectively informing clients of these changes. Our templates will help you demonstrate your value and help clients understand the increases necessary to keep your firm afloat.*Download now and receive:*- (1) Major Fee Increase Letter Template- (1) 20% Fee Increase Letter Template
