accounting practice for Sale in Florida

136 active client relationships / TTM Adj EBITDA ~$600K EBITDA

Company Overview The Company is a Miami-based full-service accounting, tax, and financial advisory platform with nearly four decades of operating history. Founded in 1988, the firm provides tax preparation, bookkeeping, payroll, estate planning, financial consulting, and business advisory services to both individuals and small-to-mid-sized businesses nationwide. The business has developed a strong reputation for client retention, personalized service, and long-standing relationships, supported by a diversified mix of recurring accounting and advisory engagements. The Company maintains a balanced client portfolio across corporate and individual customers and benefits from multi-service engagement relationships that enhance retention and revenue visibility. Core services include: * Individual and corporate tax preparation * Small business accounting and payroll * Estate and financial advisory services * Business incorporation and startup support * Financial consulting and bookkeeping optimization The Company operates with a lean, scalable delivery model and remote servicing capabilities that support continued geographic expansion and operational leverage. Investment Highlights * Established accounting and advisory platform with nearly 40 years of operating history * Diversified and recurring revenue streams across tax, bookkeeping, payroll, and advisory services * Strong client retention supported by multi-generational relationships * Consistent historical profitability with EBITDA margins above 20% * Scalable operating infrastructure with nationwide client reach * Positioned to benefit from continued growth in accounting, compliance, and advisory demand Industry Positioning The U.S. accounting services industry exceeded $146 billion in 2025 and is projected to grow at an estimated 5.4% CAGR through 2030. Industry fragmentation, increasing tax complexity, and rising small business formation continue to support demand for outsourced accounting and advisory solutions. The Company is well positioned within this landscape due to its recurring revenue profile, loyal client base, and integrated service offering. Key KPIs (TTM April 2026) Revenue: $1.3M Adjusted EBITDA: $601K Gross Margin: 59.0% Adjusted EBITDA Margin: 45.9% Corporate Clients: ~545 Individual Clients: ~621 Total Relationships Management Across All Services: ~136 Years in Operation: 38 Years