Poe Group Advisors (PGA) was founded by Brannon Poe, CPA. Brannon has been brokering Accounting Firms for almost 20 years. He got his start as a CPA at Ernst and Young. In 2003 he began facilitating accounting firm sales on the East Coast of the U.S. Now, PGA has helped facilitate hundreds of transitions all over the U.S and Canada.
Check out our blog at Poegroupadvisors.com. PGA creates content, including the Accountant’s flight plan podcast, that helps firm owners buy, sell and grow their business. Poe Group Advisors’ nationally recognized brand and content means they have thousands of qualified buyers in their database. The PGA sales process ensures favorable deals, compatible buyer/seller matching and a quick, guided transition. PGA helps sellers exit with cash and buyers enjoy a compatible firm with high client and employee retention.
Brannon is a thought leader and author of several books within the Accounting space, creating content that has been published by the AICPA and CPA Canada. In 2019 Brannon began Accounting Practice Academy™, a virtual workshop that helps accounting firm owners make more, work less and have fun while doing it.
ABA Advisors, LLC is a nationwide consulting and brokerage firm that specializes in the sale, merger, acquisition and financing of the accounting and tax practices.
For more than a decade Larry has been working predominantly with CPA's, EA's and other tax/accounting professionals with the Buying, Selling and Financing of their businesses. Although based in Texas, the focus is opportunities nationwide.
At Accounting Biz Brokers, LLC, we specialize in the sale of accounting firms and tax practices across the nation. With over 23 years of combined experience, our brokers are Certified Business Intermediaries (CBI) designated by the International Business Brokers Association. A CBI is an experienced, proven professional whose claim of competence is supported and documented. With the skills necessary to handle the marketing, negotiations and complex details involved in the sale, our CBIs can assist you with the successful completion of the purchase or sale of your business.
We are focused on providing our clients and customers professional and confidential business brokerage services. We offer a personalized, confidential approach to every deal. Our listings receive national exposure and our proven processes throughout the course of the sale have helped hundreds of firm owners achieve the “win-win” deal they were looking for.
Professional Accounting Sales (PAS) has been selling CPA and EA firms nationwide for over 38 years.
With over 40,000 registered buyers and with considerable expertise in practice acquisition financing, PAS offers consulting from listing to closing, with no long term listing agreements and follow up assistance during transition.
New Clients Inc. practice sales program evolved from our years of experience in dealing with professional accountants, CPAs, tax preparation businesses and accounting practices all over the United States. As we worked with our clients we realized there was a need for professional practice sales that was not being properly met.
New Clients, Inc. has helped thousands of accountants develop their accounting practices via our successful accounting practice marketing programs. Over time many of these accountants have turned to us to put their practice up for sale. Hence, we began developing accounting practice sales experience and building a network of potential buyers nationwide. Because we are constantly talking to and dealing with accountants and CPAs who are looking for new clients and more business, we can quickly find a buyer for any accounting and tax preparation business for sale. Additionally, our ever growing prospect list of over 40,000 CPA and accounting firms nationwide, gives us access to potential qualified buyers for your practice. Plus our ever growing client list of over 4500 firms gives us a unique advantage.
Unlike other brokers that are essentially strangers to the prospects they develop, our clients know and trust us. This gives NCI a tremendous advantage in marketing your firm. We are also the only broker in the country that includes our Online Sales and Marketing Academy to the buyer at no cost. We have put together a brief video on why you should consider New Clients Inc when it's time to sell your practice.
Accounting Broker Acquisition Group is the only national business brokerage of its type comprised 100% of brokers who are Ex-Big Four CPAs possessing significant prior merger and acquisition experience. We have successfully promoted and negotiated countless accounting practice M&A transactions involving hundreds of millions of dollars in value for sole practitioners, small partnerships, and larger firms. The M&A experience of our brokers is incomparable.
The Journal of Accountancy has published numerous articles written by the founder of our company, Harry L. Olson, CPA, including "Maximize Proceeds in Accounting Firms Sales". In this article, Mr. Olson exposes the major misconceptions and fatal errors you must avoid to achieve maximum value when you sell your CPA practice. Please note: This paragraph is not to be considered an endorsement by the Journal of Accountancy or the AICPA of these articles, our company (which is not a CPA firm) or any services offered. However, the JOA articles Mr. Olson has written have been highly influential on the industry with respect to CPA practice M&A.
Please do not accept any offer for the sale of your CPA practice before reading the JOA article referenced above and contacting us (link below). Failure to do so could result in a significantly lower sales price and less cash at closing. There are several other articles provided here for your benefit as well. Email Harry for further information.
Allan Schleider has been consulting in the buying, selling and merging of accounting practices for nearly 20 years, most as a broker working in larger firms. Larger firms can adequately help you sell your practice or assist you in buying a practice, but something may be missing. Selling your practice is not easy. Everyone will have different goals. Allan Schleider saw the need for a firm that understands this and in 2019 Prime Accounting Transitions was formed.
Prime Accounting Transitions will work with you every step of the way. We have a basic philosophy of selling your practice the way you want it sold, as long as there is a market for it. We have no cookie-cutter mold. We are driven to get you the best price, the best terms and a successful transition so the buyer keeps your clients while providing them with the level of service they are used too. We will never sell your practice until you are completely satisfied with the deal. For your convenience, we have partnerships with major lenders to provide conventional, non-conventional and SBA financing.
Contact us to find out how we are different and why our unique approach will work for you.
Allan Schleider, President
We will evaluate your situation and advise you for free, whether or not we sell your practice.
Todd and his team at Thrive Financial Group offers more than 27 years of experience emphasizing succession planning and business development within the accounting and tax industry.
The scope of Thrive's experience includes developing new marketing strategies, integrating financial planning and payroll services into accounting practices, and personally being involved as an intermediary in the sale of hundreds of accounting and tax firms nationwide.
Further details about the Thrive Financial Group can be found on their website.
The Accounting Practice Exchange has no stake in the sale of businesses listed on the site and has NOT verified any of the information contained in these listings. We make every effort to ensure that the details of CPA firms for sale in NEW YORK are kept up to date but can offer no guarantee of the listings current sales status. If you are interested in accounting practices for sale in NEW YORK then please sign up for our free email alert service. Our objective is to provide the most complete and up to date list of accounting practices for sale in NEW YORK. If you are interested in advertising the sale of your accounting practice then please create an account on our site. If you are a buyer interested in CPA firms for sale in NEW YORK then you should consider placing a free 'WANTED' advertisement on our site. Accounting Practice Exchange - the definitive source of accounting practices for sale in NEW YORK and CPA firms for sale in NEW YORK as well as across the United States.
