Retire with confidence

You’re committed to helping your clients thrive. We are, too. You can count on us for a personalized exit plan that benefits both you and your clients with:

  • Upfront cash payment at closing

  • Competitive buyout package

  • Flexible transition of operations
Get more info See what we offer

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.

Upfront cash payment at closing

Competitive buyout package

Flexible transition of operations, including co-branding

Comfort that your staff is in good hands

Working with us directly helps you avoid expensive broker fees

We may have more in common than you think

For more than 65 years, Block Advisors by H&R Block has helped millions of small businesses with their tax, bookkeeping, and payroll needs. Our offices are staffed with many CPAs, enrolled agents, and tax attorneys.

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.

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.

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