In 1979, accountant Bob Wolfe and his wife Joan founded Wolfe Financial Group, with a mission to provide outstanding accounting, tax and investment planning services to individuals and business owners in Lake Mary, FL.
44 years later, Bob and Joan had accomplished a lot. With help from daughter Megan Wolfe, a CPA and partner at the firm, they now served over 150 small businesses and thousands of individuals with full-service accounting and tax advisory.
In addition, Bob and Megan had built a rapidly-growing investment planning practice. In 2023, they decided to look for a partner who could take over their accounting firm to free up more time for them to spend serving their investment planning clients.
But they wanted to find the right partner. Bob and Megan felt that a traditional CPA firm would not be a good fit. For the Wolfes, the “right partner” meant a firm that could help grow their practice to the next level, while maintaining a great experience for their loyal clients and staff.
As they continued to evaluate potential acquirers, they heard about The Accounting Office’s growing reputation and met with their leadership team: