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FAQs

Q. 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 H&R Block will deliver on its financial commitment to pay you the agreed upon price and deliver on all other contractual obligations.

H&R Block has an experienced team of professionals that strive to make the transition of your business seamless and positive for both you and your clients.

We also offer you the opportunity to stay involved in the business serving clients, while no longer dealing with the management issues of running the business.

H&R Block uses a common operating model and access to national resources to efficiently and effectively serve both individual and business clients, which results in high client satisfaction and retention.

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

As with all professional service firms, H&R Block's business is based on personal relationships. As such, the first thing H&R Block looks for are individuals who share our firm values of integrity, respect, client focus, excellence and teamwork.

In addition, we put a high value on having:

A successful business with loyal customers
A committed staff
Individual and business tax competency
A desire from you, the owner, to continue working and serving clients

Q. If I sell to you, how will it affect my clients and my staff?

It is in H&R Block's best interest to maintain continuity in service during the transition. We will work together to achieve high client and employee satisfaction and to ensure the ongoing success of the business.

Clients
We want your clients to continue working with the same tax professionals as in the past, with the same high-quality relationship they have regularly experienced.

Staff
H&R Block values its employees and understands how critical it is to the success of our business to have a stable, satisfied and productive workforce. As such, your employees will likely continue to work with many of the same clients they worked with in the past to ensure service continuity.

Q. How does H&R Block value my firm?

Every firm is unique and H&R Block's goal is to pay fair market value for your business. Our experienced team of professionals will work with you to determine an appropriate value for your business.

Q. When is the best time to sell my business?

The best time to sell is at least two years before you truly intend to retire. We are interested in buying businesses between May and October to allow enough time to transition successfully for the next tax season.

Q. How do I get started if I am interested in learning more?

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