Client Testimonials

Frequently Asked questions

Do you have offices across Florida, or do you work remotely?

We serve Florida businesses statewide through a combination of remote advisory and on-site engagement. The majority of our work is conducted remotely, which allows us to be highly responsive to clients across the state without geographic constraint. When on-site presence adds value to an engagement — for on-boarding, due diligence support, or key meetings — we work at client locations across Florida’s major markets.

Do you work with businesses outside of the major Florida metros?

Yes. We serve businesses throughout Florida, not just in the major metro areas. Our remote-first engagement model means that businesses in smaller markets across the state have the same access to our advisors and the same quality of service as clients in Miami, Tampa, or Orlando. If your business is in Florida, we can serve it.

What types of Florida businesses do you typically work with?

We work with private companies, PE-backed businesses, and growing organizations across Florida’s major industries — financial services, technology, healthcare, real estate, construction, manufacturing, logistics, and professional services. Many of our Florida clients are in the middle and lower middle market, though we evaluate each engagement based on accounting complexity rather than company size alone.

Can you support Florida businesses that also have operations in other states?

Yes. While our location pages focus on our Florida client base, we serve businesses nationwide — including Florida-headquartered companies with operations, subsidiaries, or acquisitions in other states. Our statewide and national service model is built around remote advisory, which means multi-state businesses are well within our normal engagement scope.

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