Episode 20: S2| Brannon Poe on Embracing the Art of Letting Go to scale your business



Scaling a business is a challenge many entrepreneurs face, but very few can navigate successfully from $1 million to $10 million in revenue. In our latest podcast episode, Brannon Poe, CPA and founder of Poe Group Advisors, shares the essential strategies and personal experiences that helped him achieve remarkable business growth.

Key Strategies for Business Growth


Brannon Poe delves into the transformative strategy of “letting go” to facilitate business growth. By creating a selective client scorecard, Brannon has streamlined his operations, focusing only on clients that align with the core values and growth objectives of his business. This strategic focus has not only improved operational efficiency but also boosted growth by ensuring that resources are invested in the most profitable engagements.

Brannon’s Personal Journey and Lessons Learned


Throughout the episode, Brannon shares insights from his own journey, starting from his initial days feeling disillusioned with public accounting to founding his own company that specializes in brokering CPA firms. He discusses the pivotal decisions and challenges he faced, such as transitioning from working in a large firm to becoming an entrepreneur and learning the importance of strategic decision-making and leadership in scaling a business.

Key Discussion Points



Brannon and the podcast host, David Gilliland, discuss several critical areas for business owners:

  • Market Understanding: Knowing who your ideal clients are and how to serve them effectively.
  • Operations Optimization: Streamlining processes to enhance efficiency and productivity.
  • Leadership: The importance of strong leadership in guiding a company through scaling challenges.

About Brannon Poe


Brannon Poe is the founder of Poe Group Advisors, a company that specializes in the sale of CPA firms across the US and Canada. Before starting his own business, Brannon worked at Ernst & Young but soon realized his passion lay in entrepreneurship and helping others in his field achieve successful business transitions. Brannon’s expertise in business brokerage and his innovative approach to client management have made him a respected figure in the accounting industry.

Watch Here


Engage with the full discussion to uncover more about Brannon’s strategies for business growth and his insightful journey. This episode is packed with actionable advice for any business owner aiming to scale their operations effectively.

    • Watch the full podcast episode on YouTube:

Contact Brannon Poe


For more insights from Brannon or to inquire about his services, please visit Poe Group Advisors or reach out directly through the following contact details:

  • LinkedIn profile: linkedin.com/in/brannonpoe
  • Website: poegroupadvisors.com

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