Poe Group Advisors
Business Brokerage · Updated October 2026
About Poe Group Advisors
At Poe Group Advisors, founder Brannon Poe holds the CPA credential. Lisa Handziak serves as Regional Market Director; Cecil DeMorris (Morry) Brown III serves as Regional Market Leader. Kristin Cummings serves as Chief Operating Officer & Integrator; Bailey Ball serves as Chief Growth Officer. Ian Brennan directs the workshop. Carol Poe serves as Buyer Specialist. Poe Group Advisors serves accounting practice buyers and sellers from Charleston, SC. Barbara Agerton, CPA, Laurens Ball, Darryl Boyd, and Will Daniels serve as accounting practice intermediaries. Accounting practice intermediaries also include Carrie Mulrooney, CB, CPB, Sean Mulrooney, and Stephanie Smith. The team has sold firms in the U.S. since 2003 and in Canada since 2006. Its services cover CPA and accounting firm acquisitions, sales, valuations, and transitions.
Who is a good fit for Poe Group Advisors
- Owners of CPA and accounting firms seeking valuation and sale support.
- Buyers pursuing practice acquisitions in the U.S. or Canada who need transition guidance.