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H&R Block

2014 Franchise 500
#15
At a Glance

Products & Services: Tax preparation, electronic filing

Number of Locations: 11,315

Total Investment: $31.5K - $148.7K

Founded: 1955

Began Franchising: 1956

About H&R Block

Since brothers Henry and Richard Bloch founded H & R Block in 1955, the company has prepared more than 600 million tax returns. Franchising began in 1956, and the company went public in 1962. In addition to providing tax return preparation services in-person, the company offers online and desktop software products and an array of other financial services.

Franchise Units

Year U.S. Canadian International Company Owned
2014 4,567 401 91 6,256
2013 4,567 401 91 6,256
2012 4,521 394 76 6,588
2011 4,317 429 129 6,519
2010 4,017 432 123 7,228
Where Seeking Franchisees: Franchisor is seeking new franchise units worldwide.
Direct Capital

Startup Costs, Ongoing Fees and Financing

Total Investment: $31,505 - $148,700
Franchise Fee: $2,500
Ongoing Royalty Fee: 30%
Term of Franchise Agreement: 10 years, renewable
Direct Capital
Financing Type In-House Third Party
Franchise Fee
Startup Costs
Equipment
Inventory
Accounts Receivable
Payroll

How This Franchise Supports Franchisees

Training: Available at headquarters: 10 days. Available at franchisee's location. Regional training, year-round; ongoing online training
Ongoing Support: Newsletter, Meetings, Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives
Marketing Support: Ad slicks, National media, Regional advertising,
Other marketing support: Social media, PR, website, direct mail

Franchise Ranking History

Franchise 500®: #15 (2014), #11 (2013), #8 (2012), #27 (2011), #6 (2010),
Fastest-Growing: #102 (2014), #14 (2013), #5 (2012), #63 (2011),
Low-Cost: #2 (2014), #1 (2013), #1 (2012), #7 (2011), #1 (2010),
America's Top Global: #22 (2013), #7 (2012), #25 (2011), #5 (2010),

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