Web Seminar

CPA firm valuation in the age of private equity: How to understand and maximize your firm's worth

Tuesday, June 23, 2026 1:00 p.m. ET / 10:00 a.m. PT 60 Minutes
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Valuing a CPA firm is far more complex than applying a simple multiple of revenue. In today's rapidly evolving M&A environment (driven by consolidation, private equity capital and shifting buyer expectations), firm value is determined by a combination of financial performance, risk, scalability, market exposure and buyer fit.

This webinar is designed to help accounting firm owners understand how buyers assess value, why valuation ranges can vary so widely, and which factors most directly influence both price and deal terms. Brannon Poe, CPA with E&Y experience and Morry Brown formerly with Goldman Sachs, will be providing insight into how you can increase your firm's valuation before you go to market.

This webinar is being put on by Poe Group Advisors, leading intermediaries in the accounting industry since 2003. 


Speakers
  • Brannon Poe, CPA
    Founder
    Poe Group Advisors
    (Speaker)
  • Morry Brown
    California Territory Lead
    Poe Group Advisors
    (Speaker)