Private Equity, Fit, and the Future of CPA Firm Deals with PGA Intermediary Morry Brown

In this episode of The Accountant’s Flight Plan Podcast, Brannon is joined by Morry Brown, California market leader at Poe Group Advisors and a longtime family friend. Morry shares his journey from Goldman Sachs to helping CPA firm owners navigate the evolving landscape of firm sales, particularly as private equity (PE) ramps up its interest in the accounting profession.

*Making Informed Decisions in a Rapidly Changing Market*
Morry and Brannon explore why having multiple offers and opportunities to talk to different buyers gives sellers more leverage and clarity about what matters most. They also discuss why PE buyers are increasingly interested in younger firm owners who aren’t necessarily ready to retire and what this means for those owners. From roll-up strategies and scalable efficiencies to risks around long-term PE timelines, Morry breaks down what firm owners need to consider if they’re eyeing a potential exit in today’s fast-evolving environment.

*Timestamps*
1:09 – Intro: Morry Brown’s background & joining Poe Group Advisors
3:13 – Why PE buyers are drawn to CPA firms
5:00 – Market changes, rising valuations, and firm consolidation
7:02 – Inside the PE acquisition process & what headline numbers miss
11:14 – Fit vs. price: what really matters when selling
16:01 – Understanding PE timelines, fund mandates & market uncertainty
19:30 – PE can improve firm performance—but it depends on the vision
22:27 – Industry roll-up comparisons: Blockbuster, Waste Management, AutoNation
24:10 – AI + outsourcing: the next evolution in firm efficiency
26:00 – Book rec: Life by Keith Richards
27:17 – Wrapping up: connect with Morry via the Poe Group Advisors website

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.

🎧 Subscribe to the Podcast: https://poegroupadvisors.com/podcast/
❓FAQ’s for sellers: https://poegroupadvisors.com/selling/faqs/
Succession Planning Guide https://poegroupadvisors.com/succession-planning-guide/
💸 What is your firm worth? https://poegroupadvisors.com/blog/cpa-practice-valuation/
📱Book a strategy call: https://poegroupadvisors.com/plan-your-exit/
🎙️Upcoming Speaking Events: https://poegroupadvisors.com/events/

💻 Poe Group Advisors: https://poegroupadvisors.com/
📚 Accounting Practice Academy: https://www.accountingpracticeacademy.com
✅ Subscribe to the channel: https://www.youtube.com/channel/UCniu-SWqezXDabYtGMXK9Iw?sub_confirmation=1
🤝 For Acquisitions https://poegroupadvisors.com/buying/practice-search/

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Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.

Poe Group Advisors is the premier accounting practice intermediary firm in the industry.
With over 20 years of experience in the accounting industry Brannon Poe’s work helping certified public accountants in brokerage and acquisitions has made Poe Group Advisors one of the premier consulting firms in the business.

Buying or selling a CPA firm is one of life’s most significant ventures. Qualified buyers looking to buy an accounting firm want to find the right business opportunity and accounting practice sellers want to find the right buyer.

For those looking to improve their firm for long term growth, our expertise can help maximize cash flow, increasing the bottom line and making your firm the best and most profitable that it can be. We offer many resources including Accounting Practice Academy: a community-based, 8-week workshop designed by Brannon Poe for accounting firm owners who want to increase profitability and reduce owner hours. As well as a TOP 50 featured accounting blog, the Accountant’s Flight Plan podcast and books on the issues that matter most: _Prepare Your CPA Firm for a Sale_ , _The Unplugged Vacation_ , and _Scaling Your Cloud Accounting Practice_ to name a few.

Subscribe for more resources to make your CPA firm the best that it can be!

Видео Private Equity, Fit, and the Future of CPA Firm Deals with PGA Intermediary Morry Brown канала Poe Group Advisors