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Build a succession plan.

Focus on your clients with less management hassle.

By partnering with TBS to implement a succession plan, you can preserve the valuable client relationships you've worked to build.

Selling your business to H&R Block Tax & Business Services comes with many benefits for you, your clients and your employees. Here are just a few.

Owner Benefits

  • Capitalize your investment in the business you have built
  • Eliminate your management headaches
  • Stay involved in the business serving clients

Employee Benefits

  • Generous, large public company benefit package
  • Learning and training resources
  • Security of working for an organization that respects its employees

Client Benefits

  • A standard of quality based upon industry best practices
  • Continuity of service because you'll still be engaged with them
  • Service from a firm that highly values longstanding client relationships
  • Expanded service offering to meet their changing needs

More Information

  • Questions? Read the firm succession FAQ
  • Follow our acquisition Road Map
Join Us
  • Build a Succession Plan
  • Expand Your Firm
  • Careers
  • Job Opportunities
Get in touch

Find out more about the advantages of a succession plan with TBS.

Call 1-866-527-4518 or request additional info.

Resources
  • Death, Taxes and Succession Planning
  • One Times Gross: Is that the Law?
  • Attract Buyers Before They're Ready to Sell (pdf)
  • Exit Gracefully (pdf)

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H&R Block Tax & Business Services, Inc. (TBS) is not a licensed CPA firm and does not perform audit, attest, or other services for which a license is required. TBS provides tax, personal and business services.

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