Insights

Market Expansion Poe Group Advisors is actively expanding its geographic reach, demonstrated by the recent hiring of a regional market leader for California. This indicates a strategic focus on entering new markets, presenting opportunities to offer targeted growth and acquisition services to regional accounting firms.

Growth-Focused Offerings With an emphasis on helping firms buy, build, and sell through services like brokerage and the Accounting Practice Academy, Poe Group Advisors appeals to practicing accountants seeking to enhance profitability and transition planning, providing avenues for sales of consulting and training solutions.

Digital Engagement The firm employs a diverse tech stack including social media advertising, SEO, and website tracking tools, signaling a strong digital presence. This provides opportunities to engage firm owners via online channels for marketing and educational offerings.

Financial Stability Operating with an estimated revenue range of $10M to $25M and over 20 years of industry experience, Poe Group Advisors presents itself as a reliable partner for firms seeking strategic growth or transition, making it a compelling target for premium consulting or partnership solutions.

Educational Programs The launch of the Accounting Practice Academy demonstrates a commitment to ongoing professional development within the industry, opening avenues for sales of educational software, resources, or complementary training services tailored to accounting firms.

Poe Group Advisors Tech Stack

Poe Group Advisors uses 8 technology products and services including DoubleClick Floodlight, Microsoft Clarity, Facebook Pixel, and more. Explore Poe Group Advisors's tech stack below.

  • DoubleClick Floodlight
    Advertising
  • Microsoft Clarity
    Analytics
  • Facebook Pixel
    Analytics
  • jQuery Migrate
    Javascript Libraries
  • X-XSS-Protection
    Security
  • Cloudflare Bot Management
    Security
  • Google Analytics
    Web Analytics
  • Gutenberg Blocks
    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
82%
Last@poegroupadvisors.comDoe@poegroupadvisors.com
18%

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 Street Charleston, South Carolina 29401 United States. 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 NAICS code?

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Poe Group Advisors's 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 June 2026, Poe Group Advisors has approximately 22 employees across 2 continents, including North AmericaEurope. Key team members include Coo/Integrator: K. C.Chief Operating Officer: C. P.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 DoubleClick FloodlightMicrosoft ClarityFacebook PixeljQuery MigrateX-XSS-ProtectionCloudflare Bot ManagementGoogle AnalyticsGutenberg Blocks.

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

AccountingSouth Carolina, United 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 Street Charleston, South Carolina 29401 United States
Phone number
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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