For the last 21 years, this Central Florida Coast RIA/CPA firm has focused on building long-term relationships with its clients by providing customized services tailored to each client’s individualized needs. Most of the 316 households (approximately $220 million in assets) are crossover clients utilizing the firm’s wealth management and tax/accounting services. With annual gross revenue of $2,288,657 ($1,416,216 from wealth management and $872,441 from CPA services), this firm is a great turnkey opportunity for a larger firm seeking to establish or expand its presence in Florida. All of the firm’s principals and employees are deeply rooted in Florida with well-developed referral networks.
The preferred buyer would be a well-established wealth management and tax/accounting firm or a wealth management firm seeking to add tax/accounting services. The preferred buyer would also retain the firm’s employees and current office space. The firm’s two majority shareholders, who are both CPAs, are willing to stay on and assist the buyer post-acquisition, if desired.