The Lerman Group

What The Lerman Group does

The Lerman Group is a privately held, family-owned professional services firm headquartered in Aventura, Florida, that delivers an integrated suite of accounting, real estate brokerage, property management, and investment advisory services. The business is operated through two affiliated legal entities—Lerman & Lerman, P.A. for accounting and Lerman Realty Group, Inc. for real estate, property management, and investment services—under a unified brand and leadership group spanning three generations of the Lerman family. Current leadership includes Founder Jorge Lerman, Director and CPA Stacy Lerman Greene, President and Real Estate Broker Ben Lerman, and Vice President and Property Manager Matt Lerman.

The firm's four core service lines are: (1) accounting, covering bookkeeping, tax preparation, financial reporting, and compliance for individuals, corporations, partnerships, and fiduciary entities; (2) real estate brokerage, spanning South Florida commercial and residential opportunities; (3) property management, including maintenance, budgeting, rent collection, and tenant management for investment properties; and (4) investment advisory, managing a portfolio of 20+ properties and other investments to maximize client returns. The firm reports servicing more than 200 accounting clients. No proprietary technology platforms, software products, APIs, or AI systems are disclosed; the practice operates as a traditional professional services firm without digital product offerings.

Commercially, The Lerman Group runs a sales-led, referral-driven go-to-market targeting small-to-mid-sized business owners, real estate investors, and individual clients across South Florida, with broader reach across the United States. Revenue is generated through professional services fees, real estate transaction commissions, and managed property services, all priced on a custom quote basis with no public pricing. The firm markets itself primarily through its website (lermangroup.com), organic social media presence (LinkedIn, Facebook, Twitter), and 50+ years of community-based word-of-mouth referrals. The business is privately held with no external investors, funding rounds, or institutional backing disclosed.

Name

The Lerman Group

Legal name

The Lerman Group

Website

https://lermangroup.com

Company type

Private

Founded year

1966

Operating status

Operating

Headcount range

11–50 employees

Short description

The Lerman Group is a family-owned professional services firm in Aventura, Florida, providing integrated accounting, real estate brokerage, property management, and investment advisory services to 200+ clients across South Florida.

Ownership category

akta.pro rank

Product category

Real Estate & Accounting Professional Services

NAICS

Other Accounting Services (541219), Offices of Real Estate Agents and Brokers (53121), Lessors of Other Real Estate Property (53119)

SIC

Real Estate Agents & Managers (For Others) (6531), Investment Advice (6282), Lessors Of Real Property, Nec (6519)

akta.pro primary industry

Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA)

akta.pro secondary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Accounting services
• Real estate brokerage
• Property management
• Investment advisory
• Tax compliance

Headquarters

HQ city

Aventura

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Accounting Services: Comprehensive accounting services including bookkeeping, tax preparation, financial reporting, and compliance services for individuals, corporations, partnerships, and fiduciary entities.
2. Real Estate Services: Real estate buying, selling, and renting services across South Florida and broader United States markets, including commercial and residential properties.
3. Property Management: Property management services including maintenance, budgeting, rent collection, and tenant management for investment properties.
4. Investment Services: Investment advisory and management services for real estate portfolios, maximizing returns for clients.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

The Lerman Group is a family-owned professional services firm that delivers integrated accounting (Lerman & Lerman, P.A.) alongside real estate brokerage, property management, and investment advisory services (Lerman Realty Group, Inc.). It serves business owners, individuals, and real estate investors in South Florida, providing bookkeeping, tax preparation, financial reporting, real estate transactions, property oversight, and portfolio management under a unified group.

Product overview

The Lerman Group is a unified business services firm offering an integrated suite of four core services: Accounting (through Lerman & Lerman, P.A.) and Real Estate/Property Management/Investment services (through Lerman Realty Group, Inc.). These services are designed to work together as a one-stop solution, combining deep-rooted accounting expertise with comprehensive real estate, property management, and investment capabilities to serve clients' complete business needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Meticulous accounting services delivering comprehensive financial reporting, bookkeeping, tax compliance, and tailored solutions for small businesses, individuals, and corporations in South Florida.
• Real Estate Brokerage Comprehensive real estate brokerage solutions connecting clients with opportunities across South Florida and beyond, spanning waterfront condos, commercial spaces, suburban properties, and other listings.
• Property Management Expert property management services covering maintenance, budgeting, tenant management, rent collection, and operational excellence to drive financial growth for investment property owners.
• Investment Services Insightful investment strategies managing a diverse portfolio of 20+ properties and investments to maximize annual and long-term returns for clients across South Florida and the broader United States.

Quantifiable outcome

• 200+ accounting clients served
• +2 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves8 records

Expansion highlights4 records

Broad incumbents

• Colliers International: Global professional services and investment management firm specializing in real estate. Comparable as a broader real estate services and investment advisory competitor across brokerage and management lines.
• Greystar: Global leader in rental property management and real estate investment. Comparable for the property management service line, though operating at vastly larger scale with institutional capital backing.
• Compass: Tech-enabled national real estate brokerage platform. Comparable as a real estate brokerage competitor serving similar residential and commercial clients, with materially greater scale and proprietary digital infrastructure.
• Cherry Bekaert: Regional CPA and advisory firm with Southeast U.S. presence. Comparable for the accounting and tax advisory practice serving similar middle-market and high-net-worth clients.
• JLL (Jones Lang LaSalle): Global real estate services firm offering brokerage, property management, and investment advisory. Comparable as a broader real estate services player across all three of Lerman's non-accounting service lines, though operating at vastly larger scale globally.
• Berkshire Hathaway HomeServices: National real estate brokerage franchise network. Comparable as a residential and commercial brokerage competitor serving similar clients across multiple U.S. markets.
• Coldwell Banker: Established national real estate brokerage franchise with strong Florida presence. Comparable as a real estate brokerage competitor serving similar residential and commercial clients in the South Florida market.
• Marcus & Millichap: National commercial real estate investment services firm offering brokerage, financing, and investment advisory. Comparable as a broader real estate investment advisory player, though operating at vastly larger scale and broader geographic footprint than the Lerman Group.

Direct peers

• Sperry Commercial Global Affiliates: Commercial real estate brokerage and advisory firm focused on investment sales. Comparable as a relationship-driven commercial real estate investment services firm with similar service breadth to Lerman Realty Group, Inc.

Regional players

• Kaufman Rossin: South Florida-based accounting and advisory firm serving businesses and high-net-worth individuals. Most directly comparable regional peer for the Lerman & Lerman, P.A. accounting practice and integrated advisory model within the same South Florida market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/TheLermanGroup
• LinkedInlinkedin.com/company/thelermangroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Lerman Group