Albuquerque CPA Firm

NEW

The Opportunity
A nice opportunity has become available in the Albuquerque market. This established CPA firm strikes the perfect balance between stable, immediate profitability and a genuinely enviable workflow. Whether you are a CPA, EA, or other experienced preparer looking for a reliable “quality of life” practice or a solid foundation to scale, this firm is structured to deliver.

Key Highlights
• Strong Financial Performance: Generates nice, consistent cash flow to the owner.
• Turnkey Operations: Powered by an experienced, loyal staff capable of managing day-to-day functions.
• Exceptional Work-Life Balance: The current owner works less than full-time hours, making this a rare find for a buyer seeking a manageable schedule from day one.
• Flexible Potential: Perfect as a streamlined, lifestyle practice, or primed for immediate growth by expanding services or hours.
• Seamless Transition: The seller is fully committed to assisting with a smooth handover to ensure client and staff retention.
• Location Stability: The practice is well-positioned and can remain in its current, convenient location.

Asking Price

$303,000

Annual Gross

$303,000

Revenue Breakdown:

19% Accounting, bookkeeping, and payroll services

40% Income tax preparation services for individuals

27% Income tax preparation services for business clients

3% Tax planning/year-end W-2s, 1099s

3% Non-tax consulting

8% Electronic processing fees

I Want to Know More About this Listing!

How to Buy with Confidence

Our experience in the industry makes the transaction simple.

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Phase 1:

Locating a Firm to Purchase

Start by analyzing your strengths to determine the ideal firm size and client mix for you. Assemble your team of advisors, get pre-approved for financing, and begin identifying acquisitions that are the right cultural and professional fit.

Phase 2:

Negotiations and Due Diligence

Bring a fair offer to the table that addresses price, terms, and any employment contract for the seller. After executing an offer or LOI, conduct a thorough review of tax returns, financials, and client demographics to confirm the firm's value.

Phase 3:

Closing and Transition

Finalize your closing documents, fund the purchase, and begin building relationships with clients and staff. A clear transition plan — often with the seller staying on briefly to assist with client retention and a smooth handoff.

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