Established Boutique Tax and Bookkeeping Practice – Santa Fe, NM
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This is a prime opportunity for an Enrolled Agent (EA), CPA, or an established accounting firm looking to expand its footprint in the high-net-worth Santa Fe market. Founded in 2019, this solo-member LLC is a " concierge-style" tax and accounting practice serving a loyal, high-touch client base in Santa Fe. The firm is built on a foundation of deeply personalized service, including in-home consultations and seamless collaboration with clients, investment advisors, and estate attorneys.
The practice is currently operated out of a home office with zero employees and zero overhead related to office space. This is a turnkey lifestyle business designed for a practitioner who values professional autonomy and a 4-6 hour workday. However, the growth potential is significant; the current owner consistently declines new inquiries to maintain a preferred work-life balance.
The practice is currently operated out of a home office with zero employees and zero overhead related to office space. This is a turnkey lifestyle business designed for a practitioner who values professional autonomy and a 4-6 hour workday. However, the growth potential is significant; the current owner consistently declines new inquiries to maintain a preferred work-life balance.
About the Business
- Years in Operation
- 6
- Currently Home Based
- Yes
- Market Outlook / Competition
- Tax and accounting services in Santa Fe are sought after, with a limited supply of professionals that can offer a concierge-style accounting practice serving a
loyal, high-touch client base. Fe. The firm is built on a foundation of deeply personalized service, including in-home consultations and seamless collaboration with clients, investment advisors, and estate attorneys. - Opportunities for Growth
- The practice is currently operated out of a home office with zero employees and zero overhead related to office space. This is a turnkey lifestyle business designed for a practitioner who values professional autonomy and a 4-6 hour workday. However, the growth potential is significant; the current owner consistently declines new inquiries to maintain a preferred work-life balance.
A new owner could easily double the revenue by accepting the steady stream of new client referrals that are currently being declined.
About the Sale
- Seller Motivation
- Owner is retiring
- Transition Support
- The owner is willing to offer 4 weeks of training and support at no cost to ensure a smooth transition. After that, the owner is willing to continue supporting the buyer at an agreed-upon hourly fee, to be negotiated.
Listing Info
- ID
- 2453343
- Listing Views
- 10
Listing ID: 2453343 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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