News Summary
SBF Advisors has merged with Hoerber Tillman & Company, expanding their accounting and advisory services. This partnership allows for a comprehensive approach to financial management, benefiting clients in St. Petersburg and Tampa. Both firms will maintain their individual identities until the end of 2025, promising enhanced service offerings.
Exciting Times Ahead for Accounting Services in St. Petersburg and Tampa!
If you’re living in sunny St. Petersburg, Florida, you may want to hear about a *significant development* happening in the world of accounting and advisory services. The well-known SBF Advisors has officially merged with the prominent Hoerber Tillman & Company (HTC), and this partnership promises to make a splash in both Florida and Tennessee.
What This Merger Means for Clients
This merger isn’t just some behind-the-scenes paperwork; it signifies a *great leap forward* for both firms and their clients. SBF Advisors, which is based right in St. Pete, has carved out a niche for itself since it began formally operating under its current name in 2016. The firm specializes in *tax planning, preparation, accounting, and various advisory services* primarily tailored for privately held businesses across diverse sectors. Their areas of expertise include affordable housing, automotive, health care, manufacturing, nonprofit, and real estate.
On the other hand, HTC has made a name for itself since its inception in 2017, with a focus on forensic accounting, litigation support, marital dissolution, and business valuations. This merger effectively expands the range of services offered to clients and allows for a more comprehensive approach to financial management and consultancy.
A Rich History and a Bright Future
The journey of SBF Advisors is indeed something to talk about. With roots dating back to the 1970s, the firm has witnessed the evolution of accounting and tax services over several decades. After merging with Westbay CPAs last year, they put a fresh spin on their branding by incorporating “Advisors” into their name. This change highlighted their commitment to delivering a broad spectrum of financial services tailored to meet their client needs.
Meanwhile, HTC was founded by dynamic duo Sara Hoerber and Lisa Tillman, who brought their valuable expertise to the table. Together, they’ve built a strong reputation for service excellence in the areas that matter most to businesses and individuals faced with complex financial matters.
Welcoming a New Team
One of the most exciting aspects of this merger is the *welcoming of all employees and clients from HTC* to the SBF Advisors family. The inclusion of HTC’s seasoned professionals not only enriches the talent pool but also introduces some *invaluable industry expertise* into the mix. This means clients can expect a wider array of services, along with the specialized knowledge necessary to tackle their specific financial concerns.
What Lies Ahead
For now, SBF Advisors and HTC will maintain their individual brands until the end of 2025, allowing time for both companies to integrate seamlessly while keeping their unique identities. Clients can expect to see fresh branding and an *enhanced service offering* in the coming months as the two firms finalize their integrated approach.
Whether you’re a long-time client or new to the world of accounting and advisory services, this merger is a *positive development*. Clients can look forward to improved resources, broader expertise, and a more robust suite of services aimed at *maximizing their financial potential*.
In short, this merger is set to create a *powerhouse in the accounting world*. So if you’re in need of top-tier accounting services, you might want to keep an eye on this evolving firm landscape around St. Petersburg and Tampa. Exciting cloud of possibilities is forming on the horizon, and everyone stands to gain from an expanded and enriched service environment!
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Additional Resources
- Business Observer: St. Petersburg Accounting Firm’s Merger
- Wikipedia: Accounting
- PE Hub: KKRs Pete Stavros and TPGs Jon Winkelreid to Speak at Nexus
- Google Search: accounting services
- CPA Practice Advisor: CLA to Combine With
- Google Scholar: accounting mergers
- Smiley Pete: Dean Dorton Announces Merger
- Encyclopedia Britannica: mergers and acquisitions
- Going Concern: Davis and Whitley Get Shafted in Latest Accounting Firm Merger
- Google News: accounting merger news
- Business Observer: Next-Gen Accountants Forge New Identity for Merged Firm
Author: STAFF HERE PETERSBURG WRITER
ST PETERSBURG STAFF WRITER The ST PETERSBURG STAFF WRITER represents the experienced team at HEREStPetersburg.com, your go-to source for actionable local news and information in St Petersburg, Pinellas County, and beyond. Specializing in "news you can use," we cover essential topics like product reviews for personal and business needs, local business directories, politics, real estate trends, neighborhood insights, and state news affecting the area—with deep expertise drawn from years of dedicated reporting and strong community input, including local press releases and business updates. We deliver top reporting on high-value events such as Grand Prix of St. Petersburg, Localtopia, and SHINE Mural Festival. Our coverage extends to key organizations like the St. Petersburg Area Chamber of Commerce and St. Pete Downtown Partnership, plus leading businesses in finance, manufacturing, and healthcare that power the local economy such as Raymond James Financial, Jabil, and Bayfront Health St. Petersburg. As part of the broader HERE network, including HEREJacksonville.com, HEREOrlando.com, HERETallahassee.com, and HERETampa.com, we provide comprehensive, credible insights into Florida's dynamic landscape.
