18+ funded H&R Block - Franchise License Agreement deals

Real SBA 7(a) acquisitions from public records — see who got funded, for how much, and by which lender. Tap any deal for the full record.

H&R Block in Midland, TX — $462K (2025) · Harvest Small Business Finance, LLC

Program: Preferred Lenders Program
Rate at approval: 9% variable
Term: 300 mo (25 yrs)
SBA guaranteed: $346K (75%)
Approval → funding: 16 days
Approved: 6/25/2025
First disbursed: 7/11/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Individual
Secondary market: Loan sold to investors
Jobs supported: 4
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by Harvest Small Business Finance, LLC · Lender record →

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H&R Block in Hiawatha, KS — $370K (2025) · Union Bank and Trust Company

Program: Preferred Lenders Program
Rate at approval: 7.75% variable
Term: 251 months
SBA guaranteed: $278K (75%)
Approval → funding: 51 days
Approved: 11/20/2024
First disbursed: 1/10/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Individual
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by Union Bank and Trust Company · Lender record →

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H&R Block DC in Washington, DC — $224K (2025) · Readycap Lending, LLC

Program: Preferred Lenders Program
Rate at approval: 10.25% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $157K (70%)
Approval → funding: 60 days
Approved: 9/25/2025
First disbursed: 11/24/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 7
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by Readycap Lending, LLC · Lender record →

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Rapid Tax Service LLC in East Ridge, TN — $210K (2025) · The Huntington National Bank

Program: Preferred Lenders Program
Rate at approval: 10.25% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $158K (75%)
Approved: 6/3/2025
Loan status: Cancelled
Loan type: Term loan
Collateral: Required
Business type: Individual
Jobs supported: 2
Business age: Existing or more than 2 years old
Industry: Offices of Certified Public Accountants

Funded by The Huntington National Bank · Lender record →

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H&R Block in Dillsburg, PA — $175K (2024) · Readycap Lending, LLC

Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Rate at approval: 14.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $88K (50%)
Approval → funding: 39 days
Approved: 4/23/2024
First disbursed: 6/1/2024
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 79
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by Readycap Lending, LLC · Lender record →

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R&C SUSEDIK TAX & ACCOUNTING LLC in Spooner, WI — $209K (2023) · Frandsen Bank and Trust

Program: Preferred Lenders Program
Rate at approval: 8.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $157K (75%)
Approval → funding: 6 days
Approved: 12/15/2022
First disbursed: 12/21/2022
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 6
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by Frandsen Bank and Trust · Lender record →

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Hemenway Business Service, Inc. in Owosso, MI — $100K (2023) · The Huntington National Bank

Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Rate at approval: 11% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $50K (50%)
Approved: 6/5/2023
Loan status: Committed
Loan type: Revolving line
Collateral: Required
Business type: Corporation
Jobs supported: 25
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by The Huntington National Bank · Lender record →

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NORTHWEST WYOMING TAX SVCS INC in Powell, WY — $60K (2023) · Bank of Bridger, National Association

Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Rate at approval: 9.5% variable
Term: 92 months
SBA guaranteed: $30K (50%)
Approval → funding: 33 days
Approved: 8/5/2023
First disbursed: 9/7/2023
Loan status: Current
Loan type: Revolving line
Collateral: Required
Business type: Corporation
Jobs supported: 21
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by Bank of Bridger, National Association

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NLBS Co. in Nazareth, PA — $519K (2022) · purchase · PNC Bank, National Association

Program: Preferred Lenders Program
Rate at approval: 4.25% fixed
Term: 120 mo (10 yrs)
SBA guaranteed: $389K (75%)
Approval → funding: 6 days
Approved: 2/8/2022
First disbursed: 2/14/2022
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 16
Business age: Change of Ownership
Industry: Tax Preparation Services

If you were the buyer here

Est. deal size: $576K
Est. down payment (10%): $58K
Est. cash at closing: $77K
Monthly payment: $5,312
Annual debt service: $64K
Cash flow needed (1.25×): $80K

Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.

Funded by PNC Bank, National Association · Lender record →

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R&C SUSEDIK TAX & ACCOUNTING LLC in Grantsburg, WI — $267K (2022) · purchase · Frandsen Bank and Trust

Program: Preferred Lenders Program
Rate at approval: 4.75% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $200K (75%)
Approval → funding: 2 days
Approved: 12/15/2021
First disbursed: 12/17/2021
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 6
Business age: Change of Ownership
Industry: Tax Preparation Services

If you were the buyer here

Est. deal size: $297K
Est. down payment (10%): $30K
Est. cash at closing: $40K
Monthly payment: $2,803
Annual debt service: $34K
Cash flow needed (1.25×): $42K

Funded by Frandsen Bank and Trust · Lender record →

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McAffrey Inc in Noel, MO — $894K (2021) · purchase · Midwest Regional Bank

Program: 7a General
Rate at approval: 6% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $671K (75%)
Approval → funding: 0 days
Approved: 12/9/2020
First disbursed: 12/9/2020
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 35
Business age: Change of Ownership
Industry: Tax Preparation Services

If you were the buyer here

Est. deal size: $993K
Est. down payment (10%): $99K
Est. cash at closing: $136K
Monthly payment: $9,925
Annual debt service: $119K
Cash flow needed (1.25×): $149K

Funded by Midwest Regional Bank · Lender record →

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Grode Financial Services LLC in Salem, WI — $320K (2021) · Waukesha State Bank

Program: Preferred Lenders Program
Rate at approval: 6% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $240K (75%)
Approval → funding: 11 days
Approved: 10/20/2020
First disbursed: 10/31/2020
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 18
Business age: New Business or 2 years or less
Industry: Tax Preparation Services

Funded by Waukesha State Bank · Lender record →

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H&R Block in Fosston, MN — $20K (2021) · Ultima Bank Minnesota

Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Rate at approval: 6.75% variable
Term: 60 mo (5 yrs)
SBA guaranteed: $15K (75%)
Approval → funding: 1 days
Approved: 5/25/2021
First disbursed: 5/26/2021
Loan status: Current
Loan type: Revolving line
Collateral: Required
Business type: Individual
Jobs supported: 4
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by Ultima Bank Minnesota · Lender record →

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CJ Thomas Financial Services, LLC in Wichita Falls, TX — $1.2M (2020) · purchase · Union Bank and Trust Company

Program: Preferred Lenders Program
Rate at approval: 5.5% fixed
Term: 84 mo (7 yrs)
SBA guaranteed: $868K (75%)
Approval → funding: 24 days
Approved: 11/6/2019
First disbursed: 11/30/2019
Loan status: Paid in full (10/31/2020)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 45
Business age: Change of Ownership
Industry: Tax Preparation Services

If you were the buyer here

Est. deal size: $1.3M
Est. down payment (10%): $129K
Est. cash at closing: $176K
Monthly payment: $16,622
Annual debt service: $199K
Cash flow needed (1.25×): $249K

Funded by Union Bank and Trust Company · Lender record →

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Grode Financial Services LLC in Paddock Lake, WI — $290K (2020) · Waukesha State Bank

Program: Preferred Lenders Program
Rate at approval: 7.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $218K (75%)
Approval → funding: 31 days
Approved: 12/31/2019
First disbursed: 1/31/2020
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 12
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by Waukesha State Bank · Lender record →

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R&C SUSEDIK TAX & ACCOUNTING LLC in Hayward, WI — $150K (2020) · Frandsen Bank and Trust

Program: Standard Asset Base Working Capital Line
Subprogram: Standard Asset Based
Rate at approval: 5.75% variable
Term: 12 mo (1 yrs)
SBA guaranteed: $128K (85%)
Approval → funding: 5 days
Approved: 12/26/2019
First disbursed: 12/31/2019
Loan status: Paid in full (12/31/2020)
Loan type: Revolving line
Collateral: Required
Business type: Corporation
Jobs supported: 12
Business age: Unanswered
Industry: Tax Preparation Services

Funded by Frandsen Bank and Trust · Lender record →

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Glenn Byfield in Lawndale, CA — $46K (2020) · Fifth Third Bank

Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Rate at approval: 5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $23K (50%)
Approval → funding: 4 days
Approved: 4/6/2020
First disbursed: 4/10/2020
Loan status: Current
Loan type: Revolving line
Collateral: Required
Business type: Individual
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by Fifth Third Bank · Lender record →

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Melissa D Sturm in Ulysses, KS — $22K (2020) · Dream First Bank National Association

Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Rate at approval: 8.5% fixed
Term: 60 mo (5 yrs)
SBA guaranteed: $11K (50%)
Approval → funding: 21 days
Approved: 10/3/2019
First disbursed: 10/24/2019
Loan status: Paid in full (12/31/2024)
Loan type: Term loan
Collateral: Required
Business type: Individual
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by Dream First Bank National Association · Lender record →

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How to finance a H&R Block - Franchise License Agreement

Most active with H&R Block - Franchise License Agreement

18+ funded H&R Block - Franchise License Agreement deals

Agent summary

Deal economics— what it takes to buy & finance H&R Block - Franchise License Agreement