Get up to $100,000 in broker fee relief
You’ve put in the work. Let us remove the financial friction. If you’re already working with a broker, we’ll cover eligible fees so you can focus on what’s ahead.
WHAT WE OFFER
Competitive plans, custom to you
You deserve an acquisition plan that is tailored to your goals. Block Advisors can deliver just that.
We may have more in common than you think
Building on over 70 years of H&R Block’s experience, Block Advisors has helped millions of small businesses with their tax, bookkeeping, and payroll needs. We are staffed with many CPAs, enrolled agents, and tax attorneys.
Hear from your peers
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Coree C. 20-Year CPA Firm
“Block not only made a generous offer, but also impressed us with their genuine enthusiasm and commitment to helping us succeed during the transition and beyond. Our clients have remained with us and continue to receive the high level of service they have known for years.“
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Jackie C. 35-Year CPA Firm
“We chose Block Advisors because of their commitment to quality and service. Instead of a cookie-cutter plan, their approach felt like it was developed just for us, our business, and our community. They put much thought and care into the process.“
Secure your future with a sound exit strategy
Block Advisors offers a level of financial stability and continuity of service other prospective buyers simply can’t. Start creating your plan with us now and receive:
Succession planning
We offer flexible, short and long-term plans. Rest easy knowing you’ve planned for your future.
Risk mitigation
Transition business operations over time and lower the chances for any negative impacts.
Small business expertise for your clients
Small business taxes
Your clients get 100% accuracy, guaranteed. We specialize in tax prep for small businesses.
Bookkeeping
Professional bookkeeping services free up your client’s time so they can spend more time doing what they love.
Payroll
We’ll help your clients automate paydays, stay compliant, and streamline end-of-year filing.
Business formation
We offer formation services to bring your clients’ business to life.
FAQs
Our business is based on personal relationships. We look for individuals who share our values of integrity, respect, client focus, and teamwork.
In addition, we put a high value on:
- A successful business with loyal customers
- A committed staff
- Business clients with bookkeeping, payroll, and tax needs
- Individual clients needing tax support
We understand that every firm is unique. Our experienced team of professionals will work with you to determine the value of your business.
As a part of H&R Block, you can be confident that we’ll deliver on our financial commitment to pay you the agreed-upon price and all other contractual obligations.
We have an experienced team of professionals that will create a transition plan for you and your clients. We also may offer you the opportunity to stay involved in serving clients without the responsibilities of running the business.
We understand how critical employees are to the success of our business. We strive to retain your employees so they can continue to serve the clients who have relied on them over the years. We will work together to achieve both client and employee satisfaction to facilitate the business’s ongoing success.
Absolutely. We’ll work with you to create a plan that meets your retirement goals. If you’re not ready to fully retire, we can structure a part-time arrangement to slow the pace — giving you the chance to stay engaged with clients while alleviating your day-to-day management responsibilities. Of course, if you’re ready step away completely, we have plans for that as well.
Don’t wait, call us today. Selling your business requires planning so we are interested in buying your business at your earliest convenience. This will allow enough time to transition the business before the next tax season successfully.
Contact us by completing our online form. A local team member in your area will respond to your request.
Let’s talk
If you’re curious and want a closer look at how Block Advisors can help you plan your next chapter, request more information to start the conversation.
