-2024 cash flow $665,000
-Strong projections
-Owner is willing to stay on
-Located in Tampa/Orlando area

This well-established firm located in the Tampa/Orlando area, is known for its outstanding reputation, long-term client relationships, and exceptional service quality. The practice serves a diverse range of industries while maintaining a selective approach to onboarding, resulting in a strong base of high-net-worth clients. With cash flow exceeding 45% ($665,000 in 2024) and the current owner wanting to remain employed, the firm offers both stability and growth potential in a thriving market.

The ideal candidate will have 5–10 years of tax experience and a strong track record of maintaining high-quality client service. They should understand and respect the firm’s established culture and foundation while bringing the vision and experience to grow it. They should ideally have prior management or ownership experience. A background in acquisitions would being a valuable plus.

For more information please visit the website entitled PoeGroupAdvisors