Albuquerque Virtual CPA Firm

SOLD

The seller of this virtual CPA firm in Albuquerque is ready to retire. The ideal buyer is an experienced CPA who also has knowledge of the NM Gross Receipts System or a willingness to learn. Bundled services are provided to a large number of business clients and most are on monthly retainer. The firm has a nice fee structure that results in a cash flow to owner of approximately 62% and all employees work remotely in this cloud-based operation. Seller is available and willing to assist with a smooth transition.

Asking Price

$875,000

Annual Gross

$730,000

Revenue Breakdown:

84% Bundled client accounting and tax services

16% Income tax preparation services for individuals

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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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