Frequently Asked Questions.

Why should I sell to H&R Block?

H&R Block is a financially solid, multi-billion dollar public company. You can be confident that we'll deliver on our financial commitment to pay you the agreed upon price and all other contractual obligations.

H&R Block has an experienced team of professionals that will create a seamless transition for you and your clients. You'll have the opportunity to stay involved and continue serving your clients, without the responsibilities of running the business.

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What type of firm is H&R Block looking for?

H&R Block's business is based on personal relationships. We look for individuals who share our values: integrity, respect, client focus, and teamwork.

We put a high value on:

  • A successful business with loyal customers
  • A committed staff
  • Individual and business clients

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If I sell to H&R Block, how will it affect my clients and staff?

We understand how critical your employees are to the success of your business. We strive to retain your employees so they can continue to serve the clients who've relied on them over the years. We'll work together to achieve both client and employee satisfaction to ensure the ongoing success of the business.

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How does H&R Block value my firm?

Every firm is unique. Our experienced team of professionals will work with you to determine the appropriate value for your business.

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When is the best time to sell my business?

The best time to sell is at least one year before you truly intend to retire or move on to your next challenge. We are interested in buying businesses before the month of October as this will allow enough time to successfully transition the business before the next tax season.

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How do I get started if I'm interested in learning more?

Contact us by completing our request more info form. A member of our acquisitions team will get in touch with you.

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