St. Petersburg Advisory Solutions

As St. Petersburg continues to expand, businesses face increasing operational and financial complexity. Sorren provides advisory services that help improve performance, manage growth, and plan strategically for the future.

St. Petersburg Advisory Solutions

Business Valuations

Understand your business’s value with objective analysis that supports strategic decision-making.

Exit Planning

Prepare for a successful transition with strategies focused on long-term business goals.

Forensic & Litigation Support

Uncover financial insights and strengthen cases with investigative accounting support.

Strategic Planning & Retreats

Align leadership teams and clarify priorities through guided strategic planning sessions.

Transaction Advisory

Navigate acquisitions, sales, and transactions with financial insight and due diligence support.

Industries Served

Other Services

Contact Information

Steve Bunch, CPA
Steve Bunch, CPA
Office Partner-in-Charge
877 Executive Center Dr West, Suite 100, St. Petersburg, FL 33702
Phone: 727-888-9200
Fax: 727-345-3116

Frequently Asked Questions (FAQs)

Do you provide specialized advisory for St. Petersburg Health Centers?

Yes. This is a core specialty. We help St. Pete health centers with regulatory compliance, grant reporting, and financial sustainability.

Can Sorren facilitate a strategic retreat for our St. Pete leadership team?

Yes. We lead facilitated sessions to help local executive teams align on growth goals and operational efficiency.

Do you offer M&A due diligence for local acquisitions in Florida?

If you're looking to buy a competitor or prepare for an exit, we provide the deep-dive financial health checks needed.

Can you provide a business valuation for a partner buyout?

We provide certified valuations that reflect the current economic landscape of the St. Petersburg market.

How do you help local companies manage ""growth pains""?

Our advisors provide financial modeling to ensure your expansion in Florida remains profitable and sustainable.