50+ LOCATIONS | 5 States | $1.7M SDE

The business is a well-established and reputable brand in the tax preparation industry.  With over 5,000 franchised and company-owned locations across the United States, the Franchisor has been serving millions of clients for 40 years and has completed over 60 million tax returns.

This is a rare opportunity to own one of the Top 7 franchise groups and part of the elite Large Entity Member (LEM) committee which meets directly with the CEO and executive team. This group includes over 50 locations in mostly small towns in 5 different states. The group services over 15,000 returns annually and was assembled with three acquisitions starting in 2016 and ending in 2019. Since then, the owner reorganized and rebuilt a long-term, sustainable management team and a stable, growing business. The owner is engaged with corporate, but spends few hours on the business.

DEAL HIGHLIGHTS

• $1.7M TTM SDE
• Recurring cash flow (returning customers, new tax laws)
• Recession proof, long-term sustainable industry
• Full management in place, 235 total employees (mostly seasonal tax prep)
• New owner can live anywhere
• No tax license or tax knowledge required by new owner
• Several growth opportunities, including acquiring smaller franchise groups at a lower multiple and adding new locations in existing territories
• Organic growth in 2027 from Trump Admin tax changes and new offerings