Hot Listing
Professional Accounting and Tax Advisory Firm
Share on Facebook 
Post to X 
Share on LinkedIn 
Share on Reddit Business Description
This Florida-based accounting firm provides a broad spectrum of services, including tax planning and compliance, small business accounting, and estate planning. The firm serves individuals, businesses, trusts, estates, and nonprofit organizations, offering tailored solutions to optimize financial outcomes.
Key Highlights:
Specialized expertise in complex areas like multi-state taxes, sports accounting, and tax incentives.
Established relationships with high-net-worth clients and businesses.
Revenue driven by recurring services and high client retention.
CPA willing to remain onboard through extended transition. CPA will also consider continuing in business development capacity if preferred by buyer.
Key Highlights:
Specialized expertise in complex areas like multi-state taxes, sports accounting, and tax incentives.
Established relationships with high-net-worth clients and businesses.
Revenue driven by recurring services and high client retention.
CPA willing to remain onboard through extended transition. CPA will also consider continuing in business development capacity if preferred by buyer.
About the Business
- Years in Operation
- 15
- Employees
- 6 Full-time
- Currently Relocatable
- Yes
- Facilities & Assets
- Private office
- Market Outlook / Competition
- Florida’s CPA firm market is thriving, with an estimated $7.6 billion market size in 2026, driven by high population growth and business expansion. The sector is experiencing high demand for advisory and tax services, and aggressive M&A activity, with national firms targeting South Florida and significant retirement-driven consolidation of smaller practices
- Opportunities for Growth
- Specialization: Focusing on specific niches to differentiate from generalist firms.
Digital Presence: Enhancing websites, utilizing LinkedIn,
Technology Adoption: Using AI for automation to improve efficiency.
Advisory Focus: Moving beyond compliance to advisory-based relationships.
About the Sale
- Seller Motivation
- other interests
- Transition Support
- 2 weeks no cost
Listing Info
- ID
- 2478479
- Listing Views
- 404
Listing ID: 2478479 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
Businesses for SaleFlorida Businesses for SaleFlorida Professional Service Businesses for SaleFlorida Legal & Accounting Businesses for Sale
Similar Listings
