Niche focus Mid-sized accounting and advisory firm serving diverse sectors including manufacturing, hospitality, agriculture, government, tribes, construction, non-profits, healthcare, and financial institutions. Opportunity to cross-sell industry-specific audit, tax, and advisory services to target segments such as state and local government, healthcare providers, and construction firms.

Solid revenue Annual revenue in the range of one to ten million suggests a stable, growing practice with potential for scalable service expansion, especially in high-demand areas like state and local tax, audit services, and business advisory for privately held businesses.

Regional presence Located in Albuquerque with a diverse client base across industries, indicating opportunities to expand within New Mexico and nearby markets by leveraging local government, construction, and healthcare networks and establishing referral partnerships.

Digital footprint Active digital stack including SEO, analytics, security, and performance tools signals readiness for data-driven marketing and service optimization; potential to upsell analytics-driven advisory, cloud accounting, and cybersecurity/compliance services.

Growth potential Moderate employee count (11-50) and broad service lines present upsell potential to existing clients and the ability to scale advisory practices, including mergers and acquisitions, tax planning, and efficiency improvements for mid-market entities.