<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=187647285171376&amp;ev=PageView&amp;noscript=1" alt="facebook pixel">
Call us: (866) 497-9761 or Learn More

Free CPE Webinar: Prep Your Firm for Sale

Published by Summit Marketing Team on Apr 14, 2023 1:12:13 PM


UPDATED ON 5/11/2023

MicrosoftTeams-image (45)


Prep Your Firm for Sale


This webinar has already occurred,

but you can catch the replay to the left.


Subscribe to ourYouTube channel!

Are you currently planning to sell your firm or are you curious about doing so in the future? Then, we encourage you to join this webinar. Brannon Poe of Poe Group Advisors joins us to discuss understanding what buyers want, where to focus your efforts for the greatest return at closing, and the benefit of making your firm less owner-centric.


In this free CPE webinar you will:

  • Discover how to get the greatest return at closing
  • Learn what buyers want from a firm sale
  • Explore making your firm less owner-centric


Who should attend:

  • Practicing accountants curious about firm sales
  • Firm owners considering selling their firm
  • CPAs wondering what firm buyers are looking for



Webinar Presenters



Brannon Poe


Tom Wadelton - Summit CPA Group


Brannon Poe

Founder, Poe Group Advisors

Tom Wadelton

CPA - Virtual CFO at Summit CPA Group



Summit CPA Group I Accountant Community

Participants will earn 1 CPE Credit in the Business Management and

Organization field of study

Experience providing client services
Program Level:
Advanced Preparation:
Delivery Method:
Group Internet Based



Registration: RSVP to attend The CFO Community online meeting on the date listed above. Details for connecting to the meeting will be provided.

Refunds and Cancellations: There is no cost for this program so no refunds will be offered. For more information regarding refund, complaint, and/or cancellation, please contact our office at 314-492-4328

NASBA Sponsor Identification Number: 109352


Summit CPA Group is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.





Leave a comment