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Rates
Colbert/Ball Tax Service

Colbert/Ball Tax Service

Franchising since 1995 · 3 locations

The total investment to open a Colbert/Ball Tax Service franchise ranges from $7,500 - $149,500. The initial franchise fee is $15,000. Ongoing royalties are 15%. Colbert/Ball Tax Service currently operates 3 locations (3 franchised). The top SBA 7(a) lenders for Colbert/Ball Tax Service are Bank of Hope, First Merchants Bank and Hancock Whitney Bank. PeerSense FPI health score: 30/100.

Investment

$7,500 - $149,500

Franchise Fee

$15,000

Total Units

3

3 franchised

FPI Score
Medium
30

Proprietary PeerSense metric

Limited
Capital Partners
5lenders available

Active capital sources verified for Colbert/Ball Tax Service financing

SBA

7(a) Eligible

21d

Avg Funding

P+2.25%

Best Rate

No retainers · Referral fee at closing

FPI Score Breakdown

Emerging (3-9 loans)

Medium Confidence
30out of 100
Limited

SBA Lending Performance

SBA Default Rate

50.0%

3 of 6 loans charged off

SBA Loans

6

Total Volume

$0.4M

Active Lenders

5

States

4

Top SBA Lenders for Colbert/Ball Tax Service

What is the Colbert/Ball Tax Service franchise?

Colbertball Tax Service franchise represents a dedicated and professional entry into the vital sector of financial services, specifically focusing on comprehensive tax preparation and related advisory support. Headquartered in Houston, Texas, this brand has strategically established its operational base in a key economic hub, positioning itself to effectively serve a broad and diverse clientele ranging from individual taxpayers with varying income levels to small and medium-sized businesses navigating intricate corporate tax structures. The core mission of the Colbertball Tax Service franchise centers unequivocally on alleviating the inherent complexities and potential stresses associated with tax compliance, offering unparalleled professional expertise and highly personalized guidance to each client. In an economic and regulatory environment where tax codes are not only voluminous but also frequently evolve and financial regulations become increasingly intricate with each passing year, the absolute necessity for reliable, accurate, and expert tax preparation services remains constant, robust, and indispensable. The brand’s distinguished market position is characterized by its unwavering commitment to absolute accuracy, operational efficiency, and a profoundly client-centric service philosophy, aiming consistently to build enduring, long-term relationships founded firmly on trust, transparency, and demonstrable value delivered. By providing essential financial services that are universally required by virtually every working individual and operating entity, the Colbertball Tax Service franchise taps into a perpetual demand cycle, ensuring its enduring relevance across various economic fluctuations and individual financial circumstances. Its current presence, though concentrated with 6 operational units, signifies a meticulously strategic and thoughtful approach to delivering specialized financial support precisely where it is most needed, fostering strong community ties. The brand's foundational establishment in Houston, Texas, reflects a deep and nuanced understanding of both local and national economic landscapes, profoundly influencing its

FPI Score

30/100

SBA Default Rate

50.0%

Active Lenders

5

Key Highlights

Data Insights

Key performance metrics for Colbert/Ball Tax Service based on SBA lending data

SBA Default Rate

50.0%

3 of 6 loans charged off

SBA Loan Volume

6 loans

Across 5 lenders

Lender Diversity

5 lenders

Avg 1.2 loans per lender

Investment Tier

Low-cost entry

$7,500 – $149,500 total

Colbert/Ball Tax Service — Deep SBA Data

Brand-specific metrics derived directly from SBA 7(a) approval records — peak lending year, leading state, average loan size, and lender concentration. PeerSense computes these per brand so capital advisors and prospective franchisees can benchmark this opportunity against the rest of the franchise universe.

Peak SBA Year

2008

2 approvals — best year on record for Colbert/Ball Tax Service.

Top SBA State

Texas

2 SBA-financed Colbert/Ball Tax Service locations — the densest operator footprint.

Average Loan Size

$64K

Median $34K — use as a sizing anchor when modeling your own $Colbert/Ball Tax Service unit.

Lender Concentration

66.7%

Concentrated

Share of Colbert/Ball Tax Service approvals captured by the top 3 SBA lenders.

Colbert/Ball Tax Service's SBA lending pipeline peaked in 2008 (2 approvals). Operator density is highest in Texas with 2 SBA-financed locations. Average funded ticket sits at $64K, with the median at $34K. Lender mix is concentrated: the top three SBA lenders account for 66.7% of approvals — credit decisions concentrate with a small group of incumbents.

Payment Estimator

Loan Amount$6K
Interest Rate9.5%
Term (Years)10 yr

Estimated Monthly Payment

$78

Principal & Interest only

Locations

Colbert/Ball Tax Serviceunit breakdown

Total Units
N/A
Franchisee Owned
System Owned
Closed

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Colbert/Ball Tax Service