Sell Your Tax Business

Looking to sell your business?

Only one brand comes with the experience, support, and stability to meet your needs. Discover how easy it is to sell your tax business to H&R Block. We offer solutions to meet your exit timeline and cash flow needs.

When it’s time to retire, leave your business, clients, and staff in good hands.

The decision to sell your business is not easy. There is a lot to consider. What will happen to your clients and employees? How do you maximize the value of your business? Together, we will create a plan that works best for you. See why hundreds of tax business owners have sold their business to H&R Block.

Sell Your Business

Multiple Options.

Are you looking to create a long-term exit strategy that will allow you to retire within the next 10 years? We specialize in creating personalized plans that offer competitive buyout packages.

Review Our Long-Term Exit Strategy

Hear from our franchisees about the benefits of joining our team

The Value of Our Brand

Over 60 Years of Experience

Since 1955, we’ve prepared more than 650 million tax returns and have annual revenues exceeding $3 billion. With H&R Block, you have the resources of a large corporation, but the personalized service of a small firm.

IBM Watson Partnership

We lead the way in technology and innovation. Our partnership with IBM Watson gives Tax Pros the added power of data. Imagine having the ability to provide your clients with every credit and deduction possible. The combined insights of Tax Pros and Watson provides added value to our clients.

Brand Strength

H&R Block is one of the most recognized and respected brands around the world. Our name represents strength, expertise, and stability.

It’s Your Business

You remain in charge of your business and make your own decisions, including setting your own pricing, hiring and training your staff and more. Our franchisees enjoy their independence while benefiting from our support. On average, our franchisees have been with us for over 20 years and own two or more locations.

Support and Training

Growth Programs

We can help you grow your business. Our year-round marketing and advertising is designed to drive clients into your location. You may even receive annual advertising dollars to spend in your local market to help grow your business. We may help you buy a competitor by paying up to 70% of the purchase price.

Local Support Team

With H&R Block, you’re never on your own. We have a strong field management team that will provide personalized service and the resources you need. Plus you’ll have a team of professionals that provide free, individualized public relations and marketing assistance. They’ll help you promote your business within your local community.

The Tax Institute

As a franchisee, you can get the latest insights, trends and information about taxes through the Tax Institute at H&R Block. Your team will have access to over 3,000 articles, FAQ’s, case studies, receive help researching and resolving tough tax questions, and much more. The Tax Institute is comprised of highly experienced tax attorneys, CPA’s, enrolled agents and others. They publish original analysis on tax topics in the industry press and serve as a trusted source for journalists.

Best in Class Training

We have over 250 year-round continuing education tax courses and business management classes offered. These can be taken online, or instructor led.

Financial Assistance

H&R Block will invest in your business to help you achieve your goals. Our partners may provide financial assistance to you with pre-season support, bad debt relief, and capital for future growth.

Superior Products and Services

With H&R Block, you’ll be able to offer your clients the best tax and financial products in the industry. Our value added products and services are why millions of clients come back to H&R Block year after year.

H&R Block Guarantee

If the IRS audits your clients, H&R Block will assist you in answering their questions.

H&R Block Emerald Prepaid MasterCard®

Millions of our clients love this rewards card.

H&R Block Emerald Advance® Line of Credit

Your clients can repeatedly use this year-round line of credit for all those unexpected emergencies.

Refund Transfer

An added service that provides convenience for your clients.

Peace of Mind® Extended Service Plan

A worry free guarantee that is available to your clients that ensures any additional taxes assessed because of an error will be paid by H&R Block.

Tax Identity Shield®

We created Tax Identity Shield® as a tool to help better protect those concerned about tax identity theft and tax fraud.

Frequently Asked Questions About Becoming an H&R Block Franchise

Are you ready to retire or looking to create an exit strategy?

H&R Block offers competitive buyout packages and will work with you to develop a plan that meets your retirement timeline. We encourage you to stay involved in the business until you are ready to retire. We’ll work with you to retain your staff so your clients continue to receive the same great service from the team they know and trust.

When the time is right, H&R Block is the right choice.

The decision to sell your business is a difficult one. We understand the importance of a smooth transition for you, your employees, and your clients. Here are some of the benefits of selling your business to H&R Block.

  • Receive an upfront cash payment
  • We offer competitive buyout packages
  • Flexible transition period that includes co-branding
  • Your staff will be in good hands if they join the H&R Block family
  • We will deal directly with you, no need to pay broker fees
  • We are a qualified buyer with a solid reputation

Plan for the future.

H&R Block offers both a short-term and long-term exit strategy for those who plan on retiring in the future. These options not only give you the freedom to decide when to retire, they also come with these benefits.

Long-Term Succession Planning

Flexible succession plan that puts the control in your hands. You have confidence knowing you have locked in your future.

Cash Now

You’ll receive an attractive upfront cash payment now, even though you may not retire for years.

Risk Mitigation

You have an exit strategy with H&R Block that allows you to transition your business over a period of time.

Caring For Your Employees

We strive to retain your employees as part of the purchase agreement.

Frequently Asked Questions About Selling Your Business

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Request more information about selling your business to H&R Block.

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Company Info

Learn about the history, values, and vision of the H&R Block brand.

Learn More About H&R Block