How to Sell an Accounting Business: Insights for Buyers and Sellers with Brannon Poe


In the new episode of Thrivecast, Jason Blumer and Brannon Poe dive deep into the world of buying and selling businesses, exploring the frustrations buyers face when sellers decide not to sell. They also discuss the efforts made to ensure that sellers are truly ready to sell and the support offered to help them prepare their practice.

Brannon shares insights on gathering crucial information through inquiry and tax returns, highlighting what exactly gets added back in the process. He’ll uncover the challenges faced by traditional firms with overworked owners who are resistant to change and stuck in their ways.

But it’s not all about the obstacles – Jason and Brannon also uncover the strategies employed by progressive firms that are thriving in today’s market. From the risks involved in earnouts to the importance of buyer motivation in maintaining the practice, they leave no stone unturned.

But the focus of this episode isn’t just limited to the world of accounting firms. They also explore the shifting landscape of retirement and succession planning and the importance of building teams that can operate without the owner. Jason and Brannon uncover the common mistakes made by baby boomers and how the game is changing for future generations.

Listen in on the discussion of the crucial role of accountants specializing in areas like margin analysis, cost structure, and pricing services. Jason and Brannon share a specific example of someone who needs assistance in these aspects and how they can find the right accountant. Brannon sheds light on the different levels of growth for accounting firms and the factors that contribute to their value growth. Jason and Brannon will discuss the options firms have – focusing on higher-level advisory work or automation and specialization – and the importance of finding the right niche.

Get ready for lots of knowledge and insights in the newest episode of Thrivecast!

Mentioned in the Show
Thrivecast Crew
  • Audio Engineering by: 9/8 Central
  • Produced by: Jason Blumer
About our host: Jason Blumer

Jason founded Thriveal in 2010 as a way to help entrepreneurial CPA firm owners connect, learn, and grow. He serves as the Visionary and CEO of Thriveal, and his partner Julie Shipp serves as the Integrator and COO of the organization. Since 2010, Thriveal has helped many small firms grow by providing a community, coaching services, webinars, firm consulting, monthly growth groups, and live events. Deeper Weekend is the annual live event by Thriveal, now in its 10th year.

Jason is also the CEO of Blumer & Associates, CPAs. The firm was one of the first to move from a traditional office to a virtual environment in 2012, where they serve as an advisory firm for the design, marketing, and creative agency services niches. He and his partner focus on business consulting and coaching with the owners and partners of firms and agencies, while their team meets the technical and financial compliance needs of the customer.

Jason is the host of two…

Jason Blumer

CEO, Thriveal; CEO, Blumer & Associates, CPAs.

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