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Details - Information last confirmed on April 25, 2021

This 15-year profitable and well-established seasonal franchise business provides individual and small business tax return preparation and e-file out of two offices located in Pinal County, Arizona (approx. 30 miles southeast of Phoenix). The Sellers report a steady and diversified client base with no clients near 2% of revenue, strong annual client retention of approximately 60%, and stable year-over-year revenues. Both offices are consistently top performers within the franchise system for return count and revenue – one of the offices is #1 office in Arizona and a top 30 office in the entire U.S., out of approximately 3,000 offices.

There are approximately 2 years remaining on both office leases plus renewal options. Franchisor provides systems, software, training, and various support services including tax, technology, operations, and marketing along with ancillary products/service opportunities, including tax resolution, insurance and consumer loans for additional revenues.

This seasonal, low-key, easy to manage business is great for semi-retirement or someone interested in being in business for themselves, but not by themselves. Buyer/franchisee does not need to be an Enrolled Agent or a CPA. Sellers are committed to the success of a buyer and will make themselves available accordingly to ensure a smooth and successful transition.

Facilities: Business premises in both locations are leased. Sellers report good landlord relationships and anticipate no issue in a transfer of the existing leases or the establishment of new leases for an acquirer. Office #1: 1,200 sq ft, $1,543/month, 04/30/2023 lease expiration; Office #2: 2,250 sq ft, $1,379month, 04/30/2023 lease expiration. Both locations are approximately 30 miles southeast of Phoenix, AZ.

Support & Training: The Sellers will familiarize a buyer with all aspects of the business for a period of 30 days, on a full-time basis, without pay.

Reason for Selling: Retirement

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