Happy Canada Day to our Canadian teammates and clients! 🇨🇦 We hope you are able to celebrate and share time with the people you are closest to.

🌟 New Listing 🌟 Firm Highlights: - Over 7 dedicated and intelligent staff - Each owner works less than 2,000 hours annually - Located less than an hour to Jacksonville, FL! View the full listing here: hubs.li/Q03tdf0h0 #CPAFirmForSale #TaxFirmForSale #NewListing

Happy 4th of July! 🎆 🇺🇸 🎇 "To be free is not merely to cast off one's chains, but to live in a way that respects and enhances the freedom of others." - Nelson Mandela #HappyFourth #FourthofJuly

🌟 Listing Highlights 🌟 - There are over 5 CPAs on staff! - This is a hard-working, dedicated team - Tax services make up 74% while the rest of the mix includes estate, bookkeeping, and compilations Learn more: hubs.li/Q03tdMnR0 #VirginiaCPAFirm #AccountingFirmForSale

Happiest of birthdays to Barbara! You are such a valued member of our brokerage team–we hope you have the best day and year yet!

In today's private equity rich market it is especially important to understand the implications of a letter of intent before accepting one. 📖 Read the full blog on our website today: hubs.li/Q03vHvHc0

What do you need to know before selling to a #PrivateEquity firm? 👩🏽‍💻 Listen to our latest podcast to learn more about navigating these types of deals. 🎧 hubs.li/Q03vNMMN0 🎧 #AccountantsFlightPlan #Podcast #SmallBusiness #CPA

Listing Highlight: hubs.li/Q03vHvkR0 Firm Highlights: - Cashflow is over $650,000 and continues to grow annually - Owner hours are only 1,900 - Annual revenue growth is between $130,000 and $250,000

Happy birthday to Bailey and Kristen! Thank you both for being fearless leaders to our team. We hope you have the most wonderful day and next trip around the sun! 💛

What do you need to know before negotiate with a #privateequity firm? 📊 👩🏻‍💻 Learn more about this in our latest episode of The Accountant's Flight Plan. 🎧 Listen Now hubs.li/Q03xlQ8f0 🎧 #CPA #AccountantsFlightPlan #Podcast #SmallBusiness #TaxFirmForSale

There is still time to join the next session of Accounting Practice Academy! ✅ Apply today and never grind during tax season again! ✅ 🗓️ Workshop Dates 🗓️ - July 18, 2025 - September 26, 2025 Visit our website to learn more: hubs.li/Q03vHQvC0

🌟 New Listing 🌟 Link: hubs.li/Q03vHT6Z0 Firm Highlights - Reasonable owner hours - ~43% Cash to Owner - Excellent location within driving distance to large cities in the Midwest

🌟 Thriving Virtual CPA Firm with Healthcare Niche and 50%+ Cash Flow 🌟 Firm Highlights: - Cash flow to owner 50% - Owner hours less than 2,000 - Recession proof niche View the full listing here: hubs.li/Q03vQRGc0

Join Brannon Poe, CPA, and Regional Market Leader Morry Brown, formerly Goldman Sachs, for a focused session on what accounting firm owners need to know before engaging with private equity buyers. July 30 from 2 – 3 p.m. ET! Register: hubs.li/Q03xVBv10 #PrivateEquity #PE

Download this free eight-page guide about: - How Rob got to zero billable hours while his firm was still relatively small - The three primary roles every true leader must focus on - The common roadblocks keeping most firms from growth Download here: hubs.li/Q03vHWK20

There is still time to register for our upcoming webinar! Join us on July 30 from 2 – 3 p.m. ET! Registration Link: hubs.li/Q03yv_630 #PracticeManagement #poegroupadvisors #CPA

How does the intersection of Private Equity & AI impact firm owners? Tune into our latest episode of The Accountant's Flight Plan to learn more. 🎧 Listen Now: hubs.li/Q03yQz9b0 🎧 #PrivateEquityAccounting #Podcast #AccountantsFlightPlan

🌟 Listing Highlights 🌟 - Purchase price pre-approved by lender - Annual Gross Projections for 2025 are $800,000 - Cash flow to owner is rising and year to date is already over 2024 year end Link to full listing: hubs.li/Q03zCYdP0

Thank you, Rhonda! We are thrilled Accounting Practice Academy helped you gain the clarity and vision needed to reach your goals. Interested in joining our September session? Visit our website now to apply: hubs.li/Q03zCKpL0 #PoeGroupAdvisors #AccountingPracticeAcademy

Happy birthday, Liesl! ✨ May your next year take you on all the adventures you want to enjoy. ✨