Multi-Unit Tax & Financial Services Franchise – Regional Rights
Business Description
This is a rare and strategically positioned opportunity to acquire a multi-unit, multi-revenue stream franchise operation within the highly stable and recession-resistant tax and financial services industry.
The offering includes two company-owned storefronts, both located in high-traffic retail centers with strong visibility and consistent traffic. In addition to direct service revenue from these well-established locations, the buyer will assume control of royalty streams from four additional franchised units operated by independent owners within the exclusive protected territory.
As part of the deal, the new owner will also hold territorial rights to open and sell up to four more locations, providing immediate expansion potential and the ability to generate upfront franchise fees and ongoing royalties from future franchisees.
The offering includes two company-owned storefronts, both located in high-traffic retail centers with strong visibility and consistent traffic. In addition to direct service revenue from these well-established locations, the buyer will assume control of royalty streams from four additional franchised units operated by independent owners within the exclusive protected territory.
As part of the deal, the new owner will also hold territorial rights to open and sell up to four more locations, providing immediate expansion potential and the ability to generate upfront franchise fees and ongoing royalties from future franchisees.
About the Business
- Years in Operation
- 3
- Employees
- 10
- Market Outlook / Competition
- The business competes against national tax chains, independent preparers, and DIY platforms like TurboTax, yet differentiates itself by offering in-person, bilingual (English/Spanish) services coupled with year-round support such as bookkeeping, payroll, and advisory services—far beyond mere seasonal filings. By maintaining consistent staffing and fostering personalized client relationships, it avoids the high turnover and transactional experience common among larger providers. This localized, multi-service approach drives deeper client loyalty.
- Opportunities for Growth
- By focusing off season marketing on bookkeeping, payroll, and advisory services, the business can attract consistent leads year-round. Enhancing digital outreach—local SEO, directory management, client reviews, and online scheduling—boosts visibility and convenience. Delegating day-to-day operations to trained staff or a manager creates scalability and frees the owner for strategic growth or hands-off leadership.
About the Sale
- Seller Motivation
- Other Business Opportunities
- Transition Support
- Seller will train at no cost for 30 business days following the closing.
Listing Info
- ID
- 2387900
- Listing Views
- 274
Listing ID: 2387900 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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