-Cash flow exceeding 45% with strong year-over-year projections
-Selective client onboarding resulting in a high-net-worth, loyal client base
-Diverse industry mix with long-term client relationships
-Owner willing to remain post-sale to support continuity and transition
ABOUT THIS PRACTICE:
This well-established CPA firm has built an outstanding reputation for exceptional service quality and long-term client relationships across a diverse range of industries. The practice takes a selective approach to client onboarding, maintaining a strong base of high-net-worth clients and consistent, sustainable revenue.
With cash flow exceeding 45% and an owner willing to remain employed post-sale, the firm offers both stability and meaningful growth potential in one of Florida's most dynamic markets.
IDEAL BUYER:
The ideal buyer brings 5 to 10 years of tax experience and a strong track record of maintaining high-quality client service. Prior management or ownership experience is important, as is a genuine respect for the firm's established culture and client relationships. A background in acquisitions would be a meaningful advantage.
#5270 - Tampa/Orlando - FLORIDA
| ref | state | location | annual gross $ | status | private sale / broker |
|---|---|---|---|---|---|
| 5270 | FL | Tampa/Orlando | $1,375,000 | on hold | Poe Group Advisors |
