Poe Group Advisors

Poe Group Advisors is a consultant in Charleston, SC, specializing in the buying and selling of accounting practices. The firm serves accounting professionals and practice owners across the United States and Canada, facilitating transactions through a structured intermediary process. It focuses on maximizing value and minimizing risk for both buyers and sellers, with a team that includes individuals with CPA and financial backgrounds. The company has been active in the U.S. since 2003 and in Canada since 2006, operating with a consultative approach and a commitment to transparency and collaboration.

The firm emphasizes a culture rooted in trust, candor, and results, with a mission to help clients successfully navigate firm transitions. Its leadership includes Brannon Poe, founder and CPA, and regional directors with experience in business strategy and operations. The team employs a consultative model, invests in ongoing training, and uses a standardized process to match buyers with suitable firms. The company is powered by the Entrepreneurial Operating System® (EOS), which supports organizational alignment and long-term growth. It also supports the broader accounting community through educational resources, workshops, and content development.

Poe Group Advisors is located in Charleston, SC, serving clients across the U.S. and Canada. The firm’s operations are based in the city, supporting the regional professional services ecosystem. It maintains a strong focus on client outcomes, with a track record of successful transactions and a reputation for efficiency and diligence in facilitating accounting practice sales.

Services:

• Home Buying
• Private Equity Resources
• Selling Real Estate