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Sell your tax services business.

Are you ready to retire or looking to create an exit strategy for your tax services business? Let H&R Block guide you through a seamless transition.

Contact us today

Are you ready to retire or looking to create an exit strategy for your tax services business?

When you sell your tax services business to H&R Block, we work together to create a plan that fits your retirement or exit timeline. Our goal is to make the transition as smooth as possible while allowing you to stay involved until you’re ready to move on. We’ll also help you retain your staff, ensuring your clients receive the same excellent service from the people they already know and trust.

Why sell to H&R Block?

At H&R Block, we understand the challenges and emotions involved in selling your business. With over 60 years of experience in the Canadian market, we're uniquely positioned to ensure your clients and employees are in capable hands. Here’s why you should consider selling to us:

  • Upfront cash payment: Receive an immediate cash payout for your business.

  • Trusted expertise: More than 60 years of experience serving Canadians.

  • Staff retention: Keep your staff so your clients continue to receive top-notch service.

  • Direct sale process: No broker fees—deal directly with us.

  • Reputation you can trust: A reliable buyer with a strong reputation in the industry.

The process: 
How selling your business works.

Initial contact.

Reach out to H&R Block for an introductory conversation about selling your business.

Business valuation.

We’ll conduct a detailed valuation of your business, ensuring it aligns with market standards.

Negotiation & offer.

Once the valuation is complete, we will present you with an offer and work together to finalize terms.

Transition plan.

Develop a tailored transition plan to retain staff and ensure your clients experience continuity in service.

Finalizing the sale.

After all terms are agreed upon, we close the sale and begin the seamless transfer of ownership.

Common questions about
selling your business.

H&R Block is a financially solid, multi-billion dollar public company. You can be confident that we'll deliver on our financial commitment to pay you the agreed upon price and all other contractual obligations.

H&R Block has an experienced team of professionals that will create a seamless transition for you and your clients. You'll have the opportunity to stay involved and continue serving your clients, without the responsibilities of running the business.

  1. H&R Block's business is based on personal relationships. We look for individuals who share our values: integrity, respect, client focus, and teamwork.

    We put a high value on:

  2. A successful business with loyal customers
  3. A committed staff
  4. Both individual and business clients

We understand how critical your employees are to the success of your business. We strive to retain your employees so they can continue to serve the clients who've relied on them over the years. We'll work together to achieve both client and employee satisfaction to ensure the ongoing success of the business.

Every firm is unique. Our experienced team of professionals will work with you to determine the appropriate value of your business.

The best time to sell is at least one tax season before you truly intend to retire or move on to your next challenge. We are interested in buying businesses before the month of October as this will allow enough time to successfully transition the business before the next tax season.

Contact us by completing our request more info form. A member of our acquisitions team will get in touch with you.

Ready to begin the process?

To learn more about selling your business to H&R Block, email sellyourbusiness@hrblock.ca. Our team is ready to answer your questions and guide you through the process.

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