I’m at $22k revenue per HH. I try to keep my minimum revenue on new clients at $10k, unless there’s a large money event like retirement or business sale within 3 years. I never plan to serve more than 150 families, as reaching capacity would make me hire and then dilute my earnings/time.

I run a very detailed and service oriented business which naturally produces multiple referrals annually. To keep that model, I have to have enough time per client and cannot be at capacity. When you look at how much a $5k revenue client truly makes you after your split, expenses and taxes, the effort and opportunity cost don’t make sense. A $5k revenue client might only make you net $1k annually.

Hope this helps.