Longstanding client base The LBA Group is a mature, Jacksonville-based accounting, consulting and wealth advisory firm with over 45 years in the market and a broad mix of privately owned, family-owned, professional services, healthcare, and nonprofit clients. Target opportunities include cross-selling advisory services, wealth planning, and tailored financing strategies to existing relationships.

Mid market focus With 51-200 employees and revenue in the 10 to 25 million range, The LBA Group operates in the mid-market segment, suggesting opportunities for scalable solutions such as outsourced CFO, ERP/tech stack optimization, merger and acquisition support, and niche industry specializations.

Technology footprint Current tech stack includes WordPress, MySQL, WooCommerce, Google Analytics/Tag Manager, and PHP. This indicates openness to technology partnerships, cybersecurity enhancements, data analytics services, and implementation of modern financial reporting platforms or CRM/marketing tech integrations.

Growth readiness Describes growth through client relationships and service expansion, signaling potential needs for scalable governance, process automation, cloud-based collaboration, and wealth advisory integration to support family offices and high-net-worth clients.

Revenue profile Revenue is in the $10M-$25M band, implying opportunities for efficiency improvements, cost optimization consulting, audit and assurance enhancements, and advisory services that improve profitability and client value without demanding large upfront engagements.