S Central New Mexico Tax & Bookkeeping Firm

SOLD

This tax and bookkeeping firm for sale is located in south central NM but could be converted to a virtual firm if desired by the buyer! It has a lot to offer including a nice mix of services, a stable revenue stream, a nice fee structure, and a strong cash flow to the owner. The building is available for lease or for sale and the seller is available to assist with a smooth transition after the sale.

Asking Price

$220,000

Annual Gross

$220,000

Revenue Breakdown:

32% Bookkeeping services

56% Income tax preparation services for individual clients

12% Income tax preparation services for business clients and other clients

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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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