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Brannon Poe

Founder at Poe Group Advisors

Charleston, SC Website 888-246-0974
CPAUpdated September 2026

About

Brannon Poe, CPA, founded Poe Group Advisors to help CPAs and accounting practice owners. He began facilitating accounting practice transitions in 2003. He pioneered the consulting-based transition approach that developed into The Seamless Succession™. He shares accounting perspectives through national and regional conferences, blogging, and hosting The Accounant’s Flight Plan Podcast. He authored “Accountant’s Flight Plan: Best Practices for Today’s Firms,” which AICPA and CPA Canada published. He started his public accounting career as an auditor with Ernst & Young. He then spent several years in auditing and tax preparation at Elliott, Davis & Company. He subsequently became a shareholder in a privately held, family-owned business. He also became a founding shareholder in a start-up manufacturing company. He wrote “How to Prepare your CPA Firm for Sale” and other books.

Who is a good fit for Brannon Poe

  • Accounting practice owners seeking a consulting-based approach to selling and transitioning their firms.

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Frequently Asked Questions

Brannon Poe uses a consulting-based approach to transitioning accounting firms. He pioneered the approach that developed into Poe Group Advisors’ process, The Seamless Succession™. He began facilitating accounting practice transitions in 2003.

Brannon Poe holds the CPA credential and began his career as an Ernst & Young auditor. He later worked in auditing and tax preparation at Elliott, Davis & Company. He also held shareholder roles in a family-owned business and a start-up manufacturing company.

Brannon Poe authored “Accountant’s Flight Plan: Best Practices for Today’s Firms” and “How to Prepare your CPA Firm for Sale.” He hosts The Accounant’s Flight Plan Podcast. He also blogs about accounting industry topics and speaks at national and regional accounting conferences.

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