Retire with confidence.

We understand the commitment you have to helping clients thrive. It’s the same reason we started Block Advisors. That’s why you can count on us for a personalized exit plan that respects the business and relationships you’ve worked so hard to build.

We may have more in common than you think.

For more than 65 years, Block Advisors and H&R Block have worked to provide help and inspire financial confidence in our clients and communities everywhere. Like you, we believe in the spirit of entrepreneurship and take great pride in the impact we can have on those we serve.

Block Advisors tax professional

Competitive plans, custom to you.

You deserve the ability to develop an acquisition plan that’s tailored to your goals. Block Advisors can deliver just that.

  • An upfront cash payment at closing

  • A competitive buyout package

  • A flexible transition of operations that includes co-branding

  • Comfort that your staff is in good hands

  • The ability to avoid broker fees and work with us directly

Secure your future with a sound exit strategy.

Block Advisors furnishes 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 plans. Rest easy knowing you’ve planned for your future.

Cash now

Get an upfront cash payment at closing, even though you may not retire for years.

Risk mitigation

Transition business operations over time and lower the chances for any negative impacts.

Employee care

Rest assured, we retain your employees. They’re key to a successful transition.

See what business owners have to say about selling to Block Advisors.

“We looked for a long time to find a buyer. No one was able to make a good offer that had everyone’s best interest in mind. Block Advisors was the only one who met our needs.

They were able to create a plan that would help the owners and the employees. Our clients are receiving a better level of service, and our business is growing, too. We have definitely benefited from selling to Block Advisors.”

Christopher K., Had a 20-year practice

“Selling to Block Advisors over a year ago was a great decision.

We felt Block Advisors had a better chance of keeping the business intact because of the great continuity of service and advanced technology.

We have been even able to resolve many of our staffing issues with their help as well. We never would have received this had we sold to another firm.”

Steve L., Had a 30-year practice

“I heard many horror stories of failed acquisitions, brokers overpromising and underdelivering, even lawsuits.

One of my colleagues had a very successful sale to Block Advisors. As soon as I met the Block Advisors team, I knew we would make a good fit.

We worked together to retain clients and have even grown the business. They’re truly a well-suited buyer for most CPA practices.”

Douglas P., Had a 40-year practice

An advisor your clients can trust.

Maximizing tax outcomes

We help clients grow their bottom line and put money back in their pocket by finding every available credit and deduction.

Year-round expertise

We offer personalized human help at tax time and beyond — staying connected to our clients all throughout the year.

Specialized in small business

Block Advisors’ small business experts average 12 years of experience and undergo annual continued education training.

100% Accuracy Guarantee

That guarantee means we’ll reimburse clients for penalties and interest if we make an error on their return.

Tax, bookkeeping and payroll services designed to help small businesses thrive.


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.