Accounting & Tax Practices
Active
Professional Accounting and Tax Advisory Firm
Lake Worth Beach, Palm Beach County, Florida, United States
Asking Price$900,000
Revenue$850,000
EBITDA-
Cash Flow$204,000
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.
Furniture Fixtures & Equipment
$25k
Business is
Relocatable
Number of EmployeesFull-Time: 6
Year Established
2011
Reason Selling
Other Interests
Facilities & Assets
Private office
Support & Training
2 weeks no cost
Market & 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
Growth Opportunities
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.
Business listed by
Capital Business Solutions
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