FLORIDA

Firm Overview:
Locations: Physical offices in three major states with remote/virtual operations.
Client Base: Serves over 2,500 clients across 32 states, with 99% of clients utilizing remote services—minimal in-office client interaction.
Operations: The firm boasts a strong management team and experienced CPAs handling day-to-day operations.
Owner Involvement: Owners are not involved in daily operations, providing a turnkey opportunity for new ownership.
Team Structure: Established offshore team in place, ensuring efficient back-office support.
Key Highlights:
Strong Cash Flows: The firm delivers consistent and robust cash flows, making it a financially secure investment with excellent profitability.
Excellent Fee Structure: Maintains a healthy fee structure, contributing to steady revenue generation.
Remote-First Model: Primarily virtual operations offer flexibility and potential for further scalability.
Strong Management: Skilled leadership team in place, allowing a seamless transition for new ownership.