Peltier, Gustafson & Miller P.A.

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Peltier, Gustafson & Miller P.A. - overview

Location

Albuquerque, NM, US

Primary Industry

Business Support Services

About

Peltier, Gustafson & Miller P. A. is a US-based accounting and advisory firm dedicated to providing tailored services for businesses and individual clients, focusing on tax planning, financial consulting, and strategic advice. Peltier, Gustafson & Miller P.


A. is an accounting firm located in Albuquerque, US, specializing in financial services for small to mid-sized businesses and individual clients. The company was acquired by Capstone Accounting and Tax in February 2026, although the financial terms of the deal were not disclosed. The firm has been involved in one deal to date.


Peltier, Gustafson & Miller P. A. provides a variety of accounting, tax, and advisory services designed for small to mid-sized businesses and individual clients. Their services encompass proactive tax planning and preparation, outsourced bookkeeping, CFO-level advisory services, financial consulting, and wealth management.


This broad range of services enables clients to minimize tax burdens, manage their finances, and make informed investment decisions. The firm serves diverse industries including real estate, healthcare, and retail, with a focus on providing localized expertise across several states, including Oregon, Washington, Idaho, Colorado, Montana, and New Mexico. Peltier, Gustafson & Miller P. A.


generates revenue through service-based transactions with clients, primarily structured as direct service fees rather than product sales. The company engages clients on a partnership basis for ongoing financial services, such as annual tax preparation and continuous advisory support. Transactions are based on fee agreements that correspond to the specific services provided, ensuring tailored support through different stages of clients' financial journeys. In February 2026, Capstone Accounting and Tax, after acquiring Peltier, Gustafson & Miller P.


A. , is expected to enhance its service offerings and expand its market reach. The acquisition is part of a broader strategy to introduce new products and services aimed at addressing the evolving needs of clients. The company aims to strengthen its presence in existing markets while exploring opportunities to expand into new geographic regions.


The latest acquisition will likely facilitate investment in technology and resources to support these growth initiatives.


Current Investors

Capstone Accounting and Tax

Primary Industry

Business Support Services

Sub Industries

Consulting Services

Website

www.pgm-cpa.com/

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Peltier, Gustafson & Miller P.A. - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Add-onCompletedPeltier, Gustafson & Miller P.A.-

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