Scaling and Selling: Is Your Firm Ready for a Broker? With Brannon Poe

“Ideally, we like to work with clients three to five years before they sell. A lot of times people come to me, and they say, ‘How much is my practice worth?’ I give them my understanding of that value. And if they don't like that value, then they've got time to work on that because sometimes owners need to get their practice in a better position so they could sell for a better price.” - Brandon Poe The finer details of this episode: Pruning for growth Getting your firm ready to se...

Om Podcasten

Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients?Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO team focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO Services and become profitable. Tune in bi-weekly as our hosts Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, interview industry-leading experts to share knowledge, as well as Adam’s experience acquired from more than 20 years as the lead provider of Virtual CFO services in North America. We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.