Opportunity for a CPA Firm to Join an Established Financial Services Practice
Jobs
Date Posted: June 12, 2025
My name is Ken Bowers, a Certified Exit Planning Advisor (CEPA) and securities-licensed professional with 35 years of experience in financial services. I am currently seeking a CPA firm to partner with as our longtime CPA approaches retirement.
Our firm specializes in guiding business owners through successful exits, working closely with a network of mergers and acquisition advisors, investment bankers, and private equity groups. We support clients with businesses ranging from $10 million to $250 million, and CPA expertise is critical throughout this complex, multi-year process (typically 1–5 years).
Our office is located at 4121 Eubank Blvd NE, Albuquerque, NM 87111, and we are building out a dedicated 1,600 sq. ft. space for our new CPA firm next door at 4123 Eubank Blvd NE.
This is a unique opportunity to align with a seasoned advisory firm serving high-value clients, with consistent CPA involvement from planning to close.
📞 If you’re interested in learning more, please contact me directly:
Ken Bowers
📱 505.385.1978
📧 ken@nm-retire.com
Or reach out to our real estate agent for details about the office space:
Amy Monarch
📱 505.459.3544
📧 amy@richardhanna.com
Let’s build something valuable together.