Financial Services
Albuquerque, NM
Financial summary
Comparable pricing
Limited comparables for this listing. No reliable benchmark yet.
Methodology refines over time.
SBA financeability
Businesses in finance & insurance are commonly SBA-financed. The figures below are the industry-category norm from SBA 7(a)/504 lending, a gauge of how financeable a deal like this tends to be.
Finance & Insurance benchmarks
Typical SBA leverage
72%
Industry charge-off
1.1%
Common term
10 yr
Median loan
$239,300
Active lenders in this category: Live Oak Banking Company, The Huntington National Bank, U.S. Bank, National Association.
Based on 6,841 SBA loans · source: SBA 7(a)/504 FOIA, as of 2026Q1 · industry-category level.
Detailed information
High SDE margin.
Linked page lives on the broker site, not on OpenAcquisitions.
Key points
Business description
$237,500 Revenue – Albuquerque, NM Tax, Accounting & Payroll Practice Overview Tax, accounting and payroll practice located in Albuquerque, New Mexico. The owner is willing to provide transitional assistance to the buyer to help ensure client retention. The Practice The owner purchased the practice in 1993 from a previously established accounting firm and has experienced steady, consistent growth over the years. The practice is proud of its long-standing client relationships and strong client retention. The seller requires the buyer to be a CPA or EA, or an owner who will onboard a CPA or EA, and who will be onsite. Client ages are diverse with most of them being the age range of 35 to 50. Delivery of returns: 45% in person drop off, 25% mail or email, and 30% are prepared while the client waits. Fee structures are competitive and aligned with the local market.
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