Lender intelligence
Financing a offices of certified public accountants acquisition in New Mexico
The SBA 7(a) lenders funding the most offices of certified public accountants acquisitions in New Mexico, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in offices of certified public accountants · New Mexico
Ranked by funded offices of certified public accountants acquisitions in New Mexico. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.104 loans · $100M · Portsmouth, VAFull record →
- 2.16 loans · $18M · Chicago, ILFull record →
- 3.12 loans · $14M · Mobile, ALFull record →
- 4.1,296 loans · $1.4B · Wilmington, NCFull record →
5+ funded Offices of Certified Public Accountants in New Mexico deals
Real SBA 7(a) acquisitions from public records — see who got funded, for how much, and by which lender. Tap any deal for the full record.
- Truestone Tax Solutions LLC in Albuquerque, NM — $1.6M (2025) · purchase · TowneBank
- Program
- Preferred Lenders Program
- Rate at approval
- 9.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.2M (75%)
- Approval → funding
- 26 days
- Approved
- 9/4/2025
- First disbursed
- 9/30/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 12
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $1.8M
- Est. down payment (10%)
- $182K
- Est. cash at closing
- $250K
- Monthly payment
- $21,381
- Annual debt service
- $257K
- Cash flow needed (1.25×)
- $321K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by TowneBank · Lender record →
Your business? Claim this record · Request removal
- Daniel W Anderson CPA PC in Placitas, NM — $270K (2023) · purchase · BMO Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 9% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $203K (75%)
- Approval → funding
- 28 days
- Approved
- 10/7/2022
- First disbursed
- 11/4/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $300K
- Est. down payment (10%)
- $30K
- Est. cash at closing
- $40K
- Monthly payment
- $3,420
- Annual debt service
- $41K
- Cash flow needed (1.25×)
- $51K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by BMO Bank National Association · Lender record →
Your business? Claim this record · Request removal
- Bluebird Accounting Services LLC in Albuquerque, NM — $422K (2021) · purchase · 22nd State Bank, A Division of 22nd State Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $380K (90%)
- Approval → funding
- 101 days
- Approved
- 8/30/2021
- First disbursed
- 12/9/2021
- Loan status
- Paid in full (11/30/2024)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $469K
- Est. down payment (10%)
- $47K
- Est. cash at closing
- $63K
- Monthly payment
- $4,686
- Annual debt service
- $56K
- Cash flow needed (1.25×)
- $70K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by 22nd State Bank, A Division of 22nd State Banking Company · Lender record →
Your business? Claim this record · Request removal
- AVI Accounting, LLC in Albuquerque, NM — $350K (2021) · purchase · Main Bank
- Program
- 7a General
- Rate at approval
- 5.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $315K (90%)
- Approval → funding
- 20 days
- Approved
- 5/20/2021
- First disbursed
- 6/9/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 13
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $389K
- Est. down payment (10%)
- $39K
- Est. cash at closing
- $52K
- Monthly payment
- $3,842
- Annual debt service
- $46K
- Cash flow needed (1.25×)
- $58K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Main Bank
Your business? Claim this record · Request removal
- Kim & Associates, LLC in Albuquerque, NM — $250K (2020) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $188K (75%)
- Approval → funding
- 11 days
- Approved
- 9/11/2020
- First disbursed
- 9/22/2020
- Loan status
- Paid in full (4/30/2024)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $278K
- Est. down payment (10%)
- $28K
- Est. cash at closing
- $37K
- Monthly payment
- $2,776
- Annual debt service
- $33K
- Cash flow needed (1.25×)
- $42K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
Financing a offices of certified public accountants deal in New Mexico? Start with the right lender
We'll point you to the SBA lenders already funding your industry in your state — and help you make them compete on rate and speed.
Free · No documents · Usually same-day
Backed by data on 1,000+ SBA lenders and 300,000+ funded deals. Your details go only to lending partners you ask to be matched with — never sold to advertisers.
DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to offices of certified public accountants businesses with a New Mexico project address.
Agent summary
How to finance a offices of certified public accountants acquisition in New Mexico with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded New Mexico deals. TowneBank funds the most here. DealRoom is not a lender.
- $626K typical loan
- 5 lenders active in New Mexico
- 5+ funded New Mexico deals
- 26 days typical to fund
Buyers buying a offices of certified public accountants in New Mexico typically pre-qualify, then ask DealRoom to introduce a lender active here — free for buyers; agents submit a consented lead via the DealRoom MCP.
Next steps
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.