Insights

Market Expansion Poe Group Advisors has recently focused on expanding into the California market, as evidenced by the hiring of a regional market leader. This indicates opportunities for sales teams to provide region-specific marketing and growth solutions tailored to this new geographic focus.

Educational Offerings The firm’s launch of the Accounting Practice Academy demonstrates a commitment to professional development and practice growth. Sales efforts can target accounting firms interested in expanding profitability and operational efficiency through tailored training and consulting services.

Digital Engagement Poe Group Advisors maintains an active online presence with resources like blogs, podcasts, and books, showcasing an engagement strategy that appeals to digitally-savvy accounting firms seeking industry insights, making it a channel for targeted content marketing and lead generation.

Business Growth Services Specializing in buy, build, and sale transactions for CPA firms, the company presents opportunities to offer financial advisory, valuation, and transaction support services to firms in transition or considering practice sales or acquisitions.

Client Demographics With a small team of under 50 employees and revenue up to 10 million dollars, Poe Group Advisors targets mid-sized accounting practices, creating demand for customized consulting solutions that address their specific growth, profitability, and succession needs.

Poe Group Advisors Tech Stack

Poe Group Advisors uses 8 technology products and services including Reddit Ads, Facebook Pixel, TrackJS, and more. Explore Poe Group Advisors's tech stack below.

  • Reddit Ads
    Advertising
  • Facebook Pixel
    Analytics
  • TrackJS
    Analytics
  • jQuery
    Javascript Libraries
  • Pardot
    Marketing
  • Yoast SEO
    Search Engines
  • Tailwind CSS
    UI Frameworks
  • WP-PageNavi
    Web Platform Extensions

Poe Group Advisors's Email Address Formats

Poe Group Advisors uses at least 1 format(s):
Poe Group Advisors Email FormatsExamplePercentage
FLast@poegroupadvisors.comJDoe@poegroupadvisors.com
44%
Last@poegroupadvisors.comDoe@poegroupadvisors.com
9%
FLast@poegroupadvisors.comJDoe@poegroupadvisors.com
3%
FLast@poegroupadvisors.comJDoe@poegroupadvisors.com
44%

Frequently Asked Questions

Where is Poe Group Advisors's headquarters located?

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Poe Group Advisors's main headquarters is located at 164 Market St, Charleston, South Carolina 29401, US. The company has employees across 2 continents, including North AmericaEurope.

What is Poe Group Advisors's phone number?

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You can contact Poe Group Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Poe Group Advisors's official website and social media links?

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Poe Group Advisors's official website is poegroupadvisors.com and has social profiles on LinkedIn.

What is Poe Group Advisors's SIC code NAICS code?

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Poe Group Advisors's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Poe Group Advisors have currently?

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As of October 2025, Poe Group Advisors has approximately 20 employees across 2 continents, including North AmericaEurope. Key team members include Chief Operating Officer: C. P.Coo/Integrator: K. C.Founder: B. P.. Explore Poe Group Advisors's employee directory with LeadIQ.

What industry does Poe Group Advisors belong to?

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Poe Group Advisors operates in the Accounting industry.

What technology does Poe Group Advisors use?

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Poe Group Advisors's tech stack includes Reddit AdsFacebook PixelTrackJSjQueryPardotYoast SEOTailwind CSSWP-PageNavi.

What is Poe Group Advisors's email format?

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Poe Group Advisors's email format typically follows the pattern of FLast@poegroupadvisors.com. Find more Poe Group Advisors email formats with LeadIQ.
Poe Group Advisors

Poe Group Advisors

AccountingUnited States11-50 Employees

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

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

For those looking for long-term firm growth, our expertise can help maximize cash flow and increase the bottom line. 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 like: “Prepare Your CPA Firm for a Sale” and “The Unplugged Vacation.”

Section iconCompany Overview

Headquarters
164 Market St, Charleston, South Carolina 29401, US
Phone number
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Poe Group Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Poe Group Advisors's revenue is estimated to be in the range of $10M$25M

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