Franchise Directory

Avantax Insurance Agency LLC (

Offices of Certified Public Accountants

43

Fair

Deciding whether to affiliate with or invest in a financial services organization is one of the most consequential professional decisions a CPA, independent financial advisor, or wealth management entrepreneur can make. The core problem is not finding a firm to work with — it is finding one that genuinely integrates tax intelligence with investment management at scale, while offering infrastructure, compliance support, and growth capital that a solo practitioner or small CPA firm cannot self-fund. Avantax Insurance Agency LLC operates as an affiliated insurance agency subsidiary within the broader Avantax ecosystem, which traces its roots to 1983 when a Certified Public Accountant recognized a structural gap in the financial services market: most investment advisors were ignoring the tax implications of the very portfolios they were managing. That founding insight — that tax-intelligent wealth management produces measurably better outcomes for clients — became the institutional DNA of what eventually grew into one of the largest tax-focused wealth management organizations in the United States. The corporate parent, originally incorporated as Blucora, Inc. in 1996 as a Delaware corporation, evolved over decades into a pure-play wealth management company headquartered at 3200 Olympus Boulevard, Suite 100, Dallas, Texas. In November 2023, Cetera Financial Group completed the acquisition of Avantax for $1.2 billion, instantly making Avantax a wholly owned subsidiary of Cetera Holdings and a distinct community within Cetera Wealth Services, LLC — a transaction that dramatically expanded the firm's capital base and distribution infrastructure. For independent financial professionals, CPA firms, and institutional investors evaluating the Avantax Insurance Agency LLC franchise opportunity or affiliation model, this analysis synthesizes every material data point available to support rigorous, independent due diligence. The tax-intelligent wealth management category sits at the intersection of two of the most durable secular trends in U.S. financial services: the $84 trillion intergenerational wealth transfer underway through 2045, and the growing regulatory and consumer demand for advisors who can demonstrate quantifiable after-tax return improvement. The broader U.S. wealth management industry manages approximately $30 trillion in investable assets, with the registered investment advisor segment growing at roughly 8 to 10 percent annually over the past decade — materially outpacing traditional brokerage models. The tax-focused subset of this market is particularly compelling because the addressable opportunity is created structurally every year: the 160 million-plus tax returns filed annually in the United States represent potential touchpoints where an advisor capable of connecting tax planning to investment decisions can demonstrate value that generic asset managers cannot replicate. Consumer trends are accelerating this dynamic. Surveys consistently show that high-net-worth households rank tax minimization as their top financial priority, above estate planning and even investment returns. Meanwhile, approximately 45,000 CPA firms operating across the United States are increasingly under competitive pressure to expand from compliance-only services toward advisory and wealth management offerings — a structural shift that creates a natural distribution channel for organizations like Avantax. The competitive landscape for tax-intelligent financial services remains relatively fragmented outside the largest wirehouses, which means regional and independent operators who align with a scaled platform carry significant advantages in compliance infrastructure, technology, and product access relative to purely independent practitioners. The Avantax Insurance Agency LLC franchise investment and affiliation model does not follow the architecture of a conventional consumer franchise. There is no standard franchise fee in the $25,000 to $50,000 range typical of traditional insurance franchises, no published royalty rate in the 5 to 7 percent of monthly revenue range that characterizes most insurance franchise systems, and no advertising fund contribution in the 1 to 3 percent range common across the sector. Instead, Avantax's revenue model for affiliated professionals is built around securities commissions, quarterly investment advisory fees calculated as a percentage of assets under management, product marketing service agreements, and retirement plan servicing fees — all of which align the firm's economics directly with the performance and growth of its affiliated advisors' books of business rather than extracting flat fees from gross revenue. For context, Avantax Advisory Services calculates its AUM fee as a percentage of the market value of assets held within a client's advisory account, a structure that rewards asset accumulation and client retention rather than transaction volume alone. For those considering traditional insurance franchise alternatives, industry benchmarks include state and federal licensing fees of $1,000 to $3,000 per state, business incorporation and legal fees of $5,000 to $10,000, and technology costs of $5,000 to $10,000 initially plus $2,000 to $5,000 annually for an Agency Management System — costs that Avantax's integrated platform largely absorbs within its affiliation structure. The $1.2 billion acquisition by Cetera Financial Group in November 2023 represents meaningful corporate backing, providing Avantax's affiliated professionals with access to a parent organization with substantially greater capital resources than a standalone independent firm could offer. Daily operations within the Avantax affiliation model center on delivering tax-intelligent financial planning and insurance services to individual clients, CPA firm clients, and small business owners, with back-office administration, compliance oversight, and technology infrastructure provided centrally by the Avantax platform. Staffing requirements vary significantly depending on whether a professional affiliates as an independent financial professional or joins the employee-based Avantax Planning Partners model, which recruits and builds relationships with CPA firms that wish to outsource wealth management services to Avantax's in-house financial professionals. Training is extensive: Avantax offers programs covering every level of advisor experience, including a curriculum referred to internally as "rise to elite," designed to move advisors from baseline competency to high-performance practice management across technical, compliance, operations, sales, and product dimensions. The support infrastructure encompasses an integrated platform combining technical support, practice management resources, compliance guidance, operations assistance, sales enablement, and product access tools — a suite of services that would cost an independent practitioner hundreds of thousands of dollars annually to self-assemble. Avantax explicitly emphasizes an "advisor-first approach," a positioning reinforced by advisor testimonials citing the responsiveness of specialists, quality of onboarding support, and direct access to executives as differentiating factors relative to other broker-dealer and RIA platforms. The Strategic Partnership Program pairs Avantax-affiliated tax professionals with financial professionals to deliver coordinated tax-intelligent planning, with Avantax reporting that this model generates faster practice growth than either discipline can achieve independently. Territory structure is not defined by exclusive geographic exclusivity in the traditional franchise sense, but Avantax operates a nationwide network spanning all 50 states, with targeted geographic expansion into the West Coast, Northeast, Southeast, and Texas specifically identified in recent growth initiatives. Item 19 financial performance data is not disclosed in the current Franchise Disclosure Document, which is consistent with Avantax's model not being structured as a traditional franchise with the standard FDD architecture that would require such disclosures. What the public record does provide is a substantial body of corporate financial data that allows investors to assess the scale and trajectory of the broader platform within which affiliated professionals operate. Avantax, Inc. reported overall revenue of approximately $666 million, and the firm's assets under administration tell a compelling growth story: the platform managed over $92 billion in AUM in 2020, saw total client assets decline to $73 billion as of September 30, 2022, amid broad market drawdowns, recovered to $83.8 billion in total client assets as of June 30, 2023, and expanded to approximately $107 billion in assets under administration across all 50 states following the Cetera acquisition. The employee-based Avantax Planning Partners model specifically grew its total client assets from approximately $4.4 billion to over $7 billion in a two-year period ending September 30, 2022 — a 59 percent increase driven by a combination of organic growth and 20 acquisitions completed in 20 months. For individual affiliated financial professionals, Avantax reported approximately $1.7 billion in newly recruited assets in 2022, an increase of approximately 79 percent over 2021, which suggests that the platform's value proposition is resonating strongly with advisors who are transitioning their practices. The FPI Score assigned to Avantax Insurance Agency LLC is 43, which PeerSense categorizes as Fair — a rating that reflects the limited traditional franchise transparency metrics available for this model while acknowledging the substantial corporate scale and asset base underlying the platform. The growth trajectory of the Avantax platform is among the most data-rich aspects of this analysis. The network supports over 3,000 financial professionals nationwide, with a total of 3,347 financial advisors as of Q3 2022. In 2022, 66 independent financial professionals newly affiliated with Avantax in the fourth quarter alone, and the first two quarters of 2023 saw over 100 new independent financial professionals join the platform — a pace suggesting annualized net new affiliation of approximately 200 professionals per year at minimum. The acquisition strategy has been equally aggressive: Avantax completed 20 acquisitions in 20 months by November 2022, targeting CPA-affiliated wealth management practices in California through the Carey and Hanna Tax and Wealth Planners acquisition, New Jersey through Headquarters Advisory Group LLC, Pennsylvania through Warner Finance, Florida through the practice of financial advisor Jeffrey Steinberg, and Texas through Strait Financial LLC. In May 2025, Avantax acquired the assets of WealthCare Financial Group LLC, an Indianapolis-based tax and financial planning firm with approximately $180 million in assets under administration as of February 28, 2025, with two staff members from WealthCare joining Avantax Planning Partners as employees continuing to operate from their Indianapolis office. The December 2022 sale of TaxAct for $720 million in cash to become a pure-play wealth management company was a defining strategic pivot, eliminating revenue diversification in favor of full commitment to the wealth management model. Leadership continuity is an important variable: Andy Watts assumed leadership of Cetera's Tax Channel and became President of Avantax Wealth Management in August 2024, while Todd Mackay transitioned to President of Cetera Wealth Management in December 2024, signaling continued institutional investment in the Avantax brand identity within the larger Cetera organization. The ideal candidate for affiliation with Avantax Insurance Agency LLC is a financial professional or CPA firm principal who brings existing client relationships, regulatory licensure, and a genuine practice management discipline to the partnership — not someone seeking a turnkey consumer-facing retail operation with a defined territory and a simple royalty structure. Avantax's affiliation model is specifically designed to serve advisors at multiple stages of their careers: those in accumulation mode seeking infrastructure to offload back-office administration, those in succession planning mode seeking a structured transition over months or years, and those in acquisition mode seeking growth capital and an operational platform to absorb acquired practices. The Strategic Partnership Program is particularly relevant for CPAs who want to expand into financial services without building an in-house investment team, while Avantax Planning Partners serves advisors who prefer an employee-based model with the stability of a direct employer relationship. Geographic coverage spans all 50 states, with historically concentrated growth opportunities in markets where the firm has executed acquisitions — California, New Jersey, Pennsylvania, Florida, Texas, and most recently Indiana — though Avantax's nationwide network means affiliation opportunities exist in virtually every major U.S. market. The firm's acquisition pace of roughly 10 CPA-affiliated wealth management practices per year creates ongoing opportunities for established practitioners to achieve liquidity events while retaining involvement in client service through the Avantax platform structure. Synthesizing the available data, the Avantax Insurance Agency LLC franchise opportunity — understood correctly as an affiliation and partnership model rather than a traditional consumer franchise — warrants serious due diligence from financial professionals, CPA firm owners, and institutional investors operating in the tax-intelligent wealth management space. The platform's $107 billion in assets under administration, the $1.2 billion acquisition price paid by Cetera Financial Group in November 2023, the 79 percent year-over-year growth in newly recruited assets in 2022, and the pace of 20 acquisitions in 20 months collectively describe an organization growing with institutional velocity in a structurally favorable market. The FPI Score of 43 assigned to Avantax Insurance Agency LLC reflects the Fair rating category within the PeerSense scoring framework, acknowledging the non-traditional nature of the disclosure model while recognizing the substantial underlying corporate scale. PeerSense provides exclusive due diligence data including SBA lending history, FPI score, location maps with Google ratings, FDD financial data, and side-by-side comparison tools that allow investors to benchmark Avantax against every other financial services affiliation and franchise model in the database. The combination of the founding CPA insight from 1983, the 3,000-plus advisor network, the Cetera Financial Group parent company backing, and the tax-intelligent wealth management secular tailwind positions Avantax as one of the most consequential platforms in the independent financial services landscape — and one that deserves rigorous, data-driven analysis before any professional makes an affiliation commitment. Explore the complete Avantax Insurance Agency LLC franchise profile on PeerSense to access the full suite of independent franchise intelligence data.

The journey of the Edwin K Williams Ekw Systems franchise represents a unique chapter in the landscape of professional financial services, carving out a specialized niche within the robust and ever-essential sector of certified public accounting. As an Edwin K Williams Ekw Systems franchise, it stands as a testament to the enduring demand for expert financial guidance, tax preparation, and comprehensive accounting solutions, services that form the bedrock of both individual financial stability and business operational integrity. With a reported total of 1 unit in operation, the Edwin K Williams Ekw Systems model offers a distinct perspective on market penetration and strategic development within a highly competitive professional field. The establishment of this singular location underscores a focused approach, potentially indicative of a carefully curated market strategy or an initial phase of expansion designed to refine operational blueprints before broader deployment. The category, Offices of Certified Public Accountants, positions the Edwin K Williams Ekw Systems franchise at the forefront of a profession that demands precision, regulatory adherence, and a deep understanding of evolving financial legislation. This market position is inherently strong, as accounting services are not discretionary but rather a fundamental requirement for compliance and informed decision-making across all economic strata. The FPI Score, recorded at 38, provides an initial quantitative snapshot of the Edwin K Williams Ekw Systems system from a franchise performance index perspective. While the specific components contributing to this score are not detailed, it serves as a data point for prospective franchisees to consider within their broader due diligence process. The narrative surrounding the Edwin K Williams Ekw Systems franchise is thus one of focused specialization, operating within a critical service industry where trust, expertise, and consistent delivery are paramount for

Padgett Business Services

Offices of Certified Public Accountants

61

Moderate

Small business owners across North America face a relentless and often invisible crisis: the accounting, tax, and payroll complexity that quietly erodes profitability, triggers IRS exposure, and consumes the mental bandwidth that entrepreneurs should be spending on growing their companies. Millions of small business owners — the overwhelming majority of whom have fewer than 20 employees — operate without access to professional-grade financial guidance, a gap that costs them measurably in overpaid taxes, mismanaged cash flow, and regulatory penalties. The Padgett Business Services franchise was built in direct response to that problem. Founded in 1965 by Walter Padgett in Athens, Georgia, the company began as a hands-on bookkeeping and tax service designed specifically for the small business sector, distinguishing itself immediately with a proprietary bookkeeping system tailored to that underserved market. Walter Padgett's conviction was that small business owners deserved the same caliber of financial guidance available to larger corporations — and that a systematized, scalable model could deliver that guidance profitably across a wide geographic footprint. Padgett began franchising in 1975, with the first franchise office opening in Augusta, Georgia, owned by Johnny Hewitt, establishing an expansion model that would carry the brand across two countries over the following five decades. Today the Padgett Business Services franchise network operates across the United States and Canada, with its principal franchise support center anchored at 160 Hawthorne Park in Athens, Georgia, and a Canadian home office in Burlington, Ontario. The total addressable market for small business accounting, tax, and advisory services in North America exceeds $100 billion annually, driven by the approximately 33 million small businesses operating in the United States alone and an additional 1.2 million in Canada. The company celebrated 50 years of supporting small businesses across both countries, a milestone that very few franchise systems in the professional services category have reached. For franchise investors evaluating this opportunity, the longevity and institutional depth of the Padgett system represent a foundational signal of durability — this is independent analysis, not marketing copy, and the data behind this profile reflects that distinction. The professional accounting and business services industry in which the Padgett Business Services franchise competes is one of the most structurally resilient categories in the entire franchise ecosystem. The U.S. accounting services market alone generates over $140 billion in annual revenue according to industry research, with the small business segment comprising the largest and most fragmented slice of that demand. Unlike discretionary consumer categories that contract sharply during economic downturns, tax preparation, payroll processing, and bookkeeping services are effectively non-cyclical — small businesses must file taxes, meet payroll obligations, and maintain financial records regardless of macroeconomic conditions, making franchisees in this space relatively insulated from recessionary demand destruction. Several powerful secular tailwinds are amplifying demand for exactly the services Padgett delivers. The IRS has dramatically increased audit activity targeting small businesses and self-employed individuals, heightening the perceived and real risk of operating without professional tax counsel. The proliferation of 1099 contractor arrangements, pass-through business structures, and state-level tax law changes have added layers of complexity that push business owners toward professional service providers. The remote work revolution post-2020 has also created a new class of small business formation — the solo consultant, the LLC-organized freelancer, the micro-SaaS operator — all of whom represent first-generation clients for services like those Padgett provides. Additionally, payroll complexity has surged with expanded state-level requirements around paid leave, minimum wage tiers, and benefits administration, all of which generate recurring demand for professional payroll services. The competitive landscape in small business accounting is highly fragmented at the local level, with the vast majority of providers operating as independent solo practitioners or small firms without systemized processes or brand recognition, creating a structural opening for a franchise system with proven workflows, national brand infrastructure, and institutional tax support resources. The Padgett Business Services franchise cost is structured for entrepreneurs entering professional services without requiring the capital intensity of brick-and-mortar retail or food service concepts. The total initial investment range runs from $35,900 on the lower end to $262,000 on the higher end, with the spread driven by geography, marketing ramp-up strategy, software configuration, and whether the franchisee is converting an existing practice or building a client base from scratch. For context, the 2020 Franchise Disclosure Document reported a specific investment figure of approximately $99,975, while broader FDD data across different reporting periods shows ranges including $85,000 to $117,000 and $20,200 to $99,975. A detailed breakdown from one FDD source reveals the component structure of that investment: a $1,000 application fee, an initial license fee ranging from $2,500 to $37,000, a training fee of $0 to $18,000, travel and living expenses of approximately $2,000, equipment and fixtures between $0 and $3,500, marketing expenditures from $0 to $41,200, an initial software fee of $0 to $6,750, office supplies up to $2,000, initial insurance up to $800, and working capital of $1,200 for the first three months of operations. The overall initial franchise fee has been reported across different sources at up to $56,000, at $59,700, and within a range of $3,500 to $62,750 depending on the specific agreement structure. The ongoing royalty rate is 9%, with a national brand fund advertising contribution of up to 2% of revenues. The Canadian operation requires a minimum total investment of $47,500 with liquid capital of the same amount. For U.S. franchisees, liquid capital requirements have been reported at $50,000 to $100,000 depending on the source, with a net worth requirement of $100,000. Padgett offers a discount for veterans, which is a meaningful accessibility signal for the significant portion of franchise investors who come from military backgrounds. Third-party financing options are available to qualified candidates, and the professional services format — with no commercial kitchen buildout, no specialized equipment requirements, and no inventory carrying costs — structurally lowers the capital risk profile relative to food, fitness, or retail franchise categories. Daily operations for a Padgett Business Services franchisee bear little resemblance to the high-labor, high-overhead models of food service or retail franchising. The core operating model centers on building and maintaining a client roster of small business owners who rely on the franchisee for monthly bookkeeping, tax preparation, payroll processing, and business consulting services — a recurring revenue structure that produces measurably more predictable cash flow than transaction-based franchise models. Franchisees typically operate from a home-based or small professional office setting, as the FDD specifies that real estate improvements are not required, which substantially reduces both startup costs and ongoing occupancy overhead. Staffing requirements are lean at launch, with many franchisees beginning as owner-operators and adding staff as the client base grows. The Padgett training program is among the most extensive in the professional services franchise category, providing up to 80 hours of classroom training alongside extensive one-on-one instruction covering public relations, marketing techniques, tax handling, the latest technologies, and proprietary Padgett systems. Additional training is delivered at annual marketing conventions, tax seminars, regular conferences, and webinars, with on-demand learning opportunities designed to keep franchisee professional knowledge continuously updated. The Padgett Tax Support Center is a dedicated internal resource staffed by learned tax professionals available to answer franchisee questions, research complex issues, and assist with tax planning for client situations that exceed routine complexity — a resource that functionally extends the franchisee's capabilities beyond what a solo practitioner could independently maintain. Franchisees also receive access to an extensive Padgett library of tax and business services information, advanced cloud-based small business accounting software, and established connections to Congressional leaders and IRS officials that keep the network informed on regulatory and legislative developments affecting clients. The support structure also includes expert guidance in taxation, technology, and marketing, with the Padgett Support System providing proven workflows for client acquisition and work processing. Territory structure provides franchisees with geographic exclusivity, and the business model is fundamentally built for owner-operator engagement rather than absentee ownership, given the relationship-driven nature of small business financial advisory services. Item 19 financial performance data is not disclosed in the current Franchise Disclosure Document for Padgett Business Services, which means prospective franchisees cannot rely on the FDD alone for revenue and profit projections and must conduct independent due diligence through franchisee validation interviews and third-party research. That said, publicly available data provides meaningful context for evaluating unit-level performance potential. Franchimp reports an average revenue per unit of $451,535 for 2021, and a separate source cites an average unit volume of $477,000, figures that are directionally consistent with each other despite the absence of FDD disclosure. In July 2024, Padgett's Summer Meeting revealed a particularly notable data point: firms in the network with revenue under $300,000 per year grew revenue by 10.2% in 2023, suggesting strong growth momentum even among smaller, earlier-stage franchise units. A recurring revenue model in professional services typically produces owner earnings that are structurally higher as a percentage of revenue than in product-based or labor-intensive franchise categories, since the primary cost inputs are time and knowledge rather than inventory, raw materials, or high hourly labor counts. At an average revenue of approximately $451,000 to $477,000 per unit and a professional services operating cost structure, franchise owners who build stable client rosters in the $300,000 to $500,000 revenue range are operating in a range consistent with meaningful owner compensation after royalties, advertising fees, and operating expenses. The 9% royalty rate and up to 2% advertising contribution represent an 11% combined fee burden on gross revenues, which sits within the normal range for professional services franchise systems. Prospective franchisees should request full access to Item 19 equivalent data through franchisee interviews and should specifically probe the time-to-profitability timeline, average client retention rates, and the revenue trajectory from year one through year five based on conversations with existing franchise owners in the network. The Padgett Business Services franchise has navigated a complex unit count trajectory over the past decade that reflects both organic market dynamics and the inherent challenges of expanding a professional services network. Historical data shows 256 units in 2015, declining to 225 U.S. and 118 international units — totaling 343 — in 2018, followed by 184 franchised U.S. locations in the 2020 FDD, and 184 units again in 2021 data. As of 2025, there are 167 total U.S. units, all franchisee-owned, alongside 350 franchise-owned offices in Canada, which represents the strongest geographic anchor in the Padgett system. The Canadian network's scale — 350 offices — is a significant competitive moat, representing decades of brand-building in a market where trust and longevity are paramount in professional services. On the corporate development side, Roger Harris joined the company after a decade with Walter Padgett directly and another decade as president of one of the largest Padgett franchise operations before becoming company president in 1992. More recent leadership signals include the identification of Jeff Phillips as CEO as of July 2024, reflecting an evolution in the corporate structure consistent with a maturing franchise organization. The brand's competitive advantages center on several durable pillars: a 60-year institutional history in small business financial services, a proprietary bookkeeping system developed specifically for the SMB sector, the Padgett Tax Support Center as a differentiated knowledge resource, established relationships with Congressional leaders and IRS officials that no independent practitioner could replicate, and a cloud-based technology platform that enables franchisees to serve clients with enterprise-grade tools. The company's stated mission to build a strong nationwide community of support for small businesses through individually owned firms aligns structurally with the growing political and economic emphasis on small business advocacy, creating favorable tailwinds for brand positioning. The ideal Padgett Business Services franchise candidate is a financially literate professional with a background in accounting, taxation, business consulting, or financial services who brings existing credibility to client relationship development. While Padgett's training program is comprehensive enough to elevate candidates who may not have a CPA designation, the relationship-driven nature of the business means that franchisees with professional services backgrounds tend to accelerate client acquisition more rapidly than career-changers starting from zero. The owner-operator model is the dominant operating structure in the Padgett network, though the business scales naturally into a multi-advisor practice as the client base grows and staff are added to handle processing volume. Geographic focus spans the United States and Canada, with the Canadian network particularly well-developed at 350 offices and the U.S. network at 167 units presenting a more significant white-space opportunity for growth in underserved markets. The home-based or small-office format means that territory selection is less constrained by real estate availability than in retail or food service franchising, with market selection driven primarily by small business density, competitive intensity among local accounting providers, and the franchisee's existing professional network. The business model is structurally built for the long term — client relationships in professional services tend to be highly sticky, with annual retention rates in well-run accounting practices commonly exceeding 85% to 90%, meaning that early client acquisition work compounds into durable recurring revenue. Franchisees should plan for a 12-to-24-month ramp period before reaching stabilized revenue levels, consistent with professional services franchise norms where client acquisition is relationship-driven rather than foot-traffic dependent. For franchise investors who have identified the professional services category as a target — drawn by recurring revenues, low overhead, mission-critical client demand, and a business model that does not require nights, weekends, or perishable inventory — the Padgett Business Services franchise warrants serious and structured due diligence. The investment thesis rests on five pillars: a 60-year institutional history with a proven franchise system dating to 1975, a total addressable market in small business accounting and tax services exceeding $100 billion annually in North America, average unit revenues in the range of $451,000 to $477,000 based on publicly available data, a recurring revenue model with high client retention characteristics, and a support infrastructure — including the Padgett Tax Support Center, cloud-based technology, and Congressional-level regulatory connections — that materially extends franchisee capabilities beyond what an independent practitioner could build alone. The Padgett Business Services franchise cost structure, with a total investment range of $35,900 to $262,000, positions this as an accessible to mid-tier professional services franchise opportunity relative to the capital requirements of food, fitness, or retail categories. The FPI Score of 61, categorized as Moderate, reflects a balanced risk-reward profile appropriate to the brand's stage and market position. PeerSense provides exclusive due diligence data including SBA lending history, FPI score, location maps with Google ratings, FDD financial data, and side-by-side comparison tools that allow investors to evaluate the Padgett Business Services franchise opportunity against comparable professional services concepts with analytical rigor and independent perspective. Explore the complete Padgett Business Services franchise profile on PeerSense to access the full suite of independent franchise intelligence data.

The question facing every serious franchise investor in the professional services space is not whether accounting and tax services represent a sound market — the numbers make that case decisively. The real question is which brand has built a replicable, scalable system that can deliver durable unit economics across multiple markets. Paramount Tax & Accounting franchise emerged from precisely this thesis: that a professionally managed, CPA-led tax and accounting firm could be systematized into a franchise model that allows entrepreneurs to capture the structural demand for tax and financial advisory services in the United States. Founded in 2008 by CPA Jon Wilhelm, the company launched its franchise offering between 2015 and 2016, giving the brand roughly a decade of franchising history on which prospective investors can now conduct real due diligence. Headquartered in Draper, Utah, Paramount Tax & Accounting operates solely within the United States and has grown its franchise system steadily since its founding, with the flagship office achieving 100% year-over-year client growth for eight consecutive years — a rate that substantially outpaces the industry's standard annual client growth benchmark of 4.5%. A transformative strategic event occurred in October 2017, when Paramount Tax & Accounting joined United Franchise Group, a portfolio franchisor led by CEO Ray Titus that encompasses over 1,400 franchisees operating across 80 countries, infusing Paramount with institutional infrastructure, capital access, and a proven framework for scaling franchise systems globally. Chris D. Hardy serves as Managing Director of Paramount Tax and Accounting, LLC, and owner of Paramount Investment Advisors, Inc., adding a financial advisory dimension that deepens the brand's service breadth. This analysis is produced independently by the PeerSense research team and is not sponsored, influenced, or reviewed by Paramount Tax & Accounting or United Franchise Group. The U.S. market for professional accounting and tax services is one of the most durable and structurally large addressable markets available to franchise investors today. The Offices of Certified Public Accountants category alone carries an estimated market size of approximately $180 billion, expanding at a compound annual growth rate of 5.3%. Zooming out to the broader accounting services industry, revenues grew from roughly $100 billion in 2013 to $145.5 billion in 2025, employing more than 1.7 million accountants and auditors nationally. The demand drivers are not cyclical or trend-dependent in the way that consumer retail or food service franchises can be — they are structural and legally mandated. Over 150 million Americans file federal income taxes annually, and more than 50% of those filers rely on a professional tax preparer or accounting firm to do so. This creates a baseline demand floor that persists regardless of economic conditions, making the category one of the most recession-resistant available to franchise investors. Key secular tailwinds accelerating demand include the increasing complexity of U.S. tax law, growth in self-employment and small business formation, and an expanding advisory services segment as CPAs move beyond pure compliance work into financial planning, estate planning, and business consulting. Technology is reshaping service delivery — in 2025, 61% of accounting firms were already utilizing artificial intelligence in some form — but rather than displacing professional accountants, AI adoption is compressing the time required for routine tasks and expanding capacity to serve more clients at higher margins. A significant supply-side constraint is also emerging: 75% of existing CPAs are projected to retire in the near future, creating meaningful opportunity for well-capitalized, systems-driven franchise operators to capture market share from independent practitioners exiting the market. Consolidation through mergers and acquisitions is accelerating industry-wide, and Paramount Tax & Accounting is explicitly pursuing this vector as part of its growth strategy by seeking to acquire well-run small to mid-sized CPA practices. The Paramount Tax & Accounting franchise cost structure is designed to position the brand as an accessible professional services investment relative to the capital requirements of industries such as food service, fitness, or specialty retail. The initial franchise fee is up to $49,500, with some sources citing $40,000 depending on market and agreement timing — a fee that represents meaningful investment in a system with a decade of franchising history and United Franchise Group backing, but that is materially lower than many professional services franchise fees in categories such as staffing, business brokerage, or financial advisory. The total investment range to open a Paramount Tax & Accounting franchise runs from approximately $74,100 on the low end to $166,000 on the high end, with the spread driven by variables including office configuration, local real estate costs, technology and software setup, and initial operating capital reserves. An older 2016 reference point placed total investment at $47,500, underscoring that the investment profile has scaled upward as the brand has matured and added infrastructure. The working capital requirement for the first three months of operations is estimated in the range of $10,000 to $45,500, with liquid capital requirements cited at approximately $47,500 in some disclosures. Ongoing fees include a royalty rate on gross revenue — cited across sources at figures between 7% and 10% — along with an advertising fund contribution of approximately 2% of gross revenue, with some structures adding a fixed monthly component of $300. The total ongoing fee burden of approximately 9% to 12% of gross revenue is consistent with professional services franchise norms and must be weighed against the brand's marketing infrastructure, lead generation capability, and the reporting relationships established through United Franchise Group's operational ecosystem. SBA eligibility and veteran-friendly designations may reduce effective capital requirements for qualifying investors, and the brand's recognition as military-friendly has been publicly acknowledged alongside the Angie's 2017 Super Service Award, providing some third-party validation of service quality. The daily operational model for a Paramount Tax & Accounting franchise is office-based, professional services in character, and designed to generate revenue across all twelve calendar months rather than exclusively during peak tax season. The multi-revenue-stream model is central to the brand's unit economics thesis: beyond core individual and small business tax preparation, franchisees offer small business accounting, payroll services, estate planning, financial planning, and strategic business planning — services that produce recurring monthly revenue regardless of where the calendar sits relative to April 15. Staffing typically centers on the owner-operator or a licensed professional leading the office, with an assistant or office manager trained alongside the franchisee as part of the initial training program. The initial training totals 82 hours in aggregate, combining 16 hours of classroom instruction with 66 hours of on-the-job training, typically conducted approximately two to four weeks before the franchisee's scheduled business opening. Some program descriptions reference a one-week training component conducted in West Palm Beach, Florida, with airfare, hotel accommodations, and meals provided during that training period, along with three days of on-site launch assistance at the franchisee's actual location. The curriculum encompasses administrative operations, tax preparation software systems, sales methodology, and marketing execution. Ongoing support channels include continuous access to expert guidance on tax preparation questions, marketing and advertising program oversight, professional development resources, and operational assistance through United Franchise Group's broader franchise infrastructure. New locations have demonstrated the ability to rank on the first page of Google organically within their first month of operation — a significant lead generation advantage in a service category where local search intent is extremely high. Territory structures are designed with geographic exclusivity, and the brand emphasizes that ideal locations are targeted to areas with high concentrations of small businesses, self-employed professionals, and middle to upper-middle income households — demographics that consistently generate above-average fee revenue per client engagement. Item 19 financial performance data is not disclosed in the current Franchise Disclosure Document reviewed for this profile, which is an important disclosure gap that prospective investors must account for in their due diligence process. However, Paramount Tax & Accounting has publicly disclosed financial performance representations in its FDD that provide substantial insight into unit-level revenue potential. The reported average gross revenue per franchise unit is $434,313, a figure that exceeds the accounting sub-sector average of $246,455 by approximately 76% — a meaningful outperformance that, if replicable across the franchised system, represents a compelling top-line revenue profile. An independently confirmed Average Unit Volume figure of $434,000 aligns with this disclosure and provides consistency. The brand's own communications indicate that the flagship office achieved 100% year-over-year client growth for eight consecutive years and that the client base has grown exponentially relative to the 4.5% annual industry standard, though the degree to which these flagship-level results translate to the average franchisee experience across the system requires scrutiny through franchisee validation calls and multi-year FDD financial tables. The company explicitly states it understands what it takes to build a million-dollar tax firm and positions this as an achievable trajectory for committed franchisees. Industry benchmarks for professional accounting firm profit margins typically range from 20% to 35% at the owner-operator level, depending on revenue mix between tax preparation, accounting retainer services, and advisory work — suggesting potential owner earnings in the range of $86,000 to $152,000 annually at the disclosed average revenue level, though these are estimates derived from industry norms rather than disclosed unit-level profit data. The seasonal cash flow dynamics of tax preparation revenue — heavily concentrated in January through April — reinforce the brand's multi-revenue-stream model as a financial management necessity, not merely a marketing positioning choice, and prospective investors should stress-test working capital reserves against the 10 to 45 months of ramp-up variability that characterizes most professional services franchise launches. The growth trajectory of the Paramount Tax & Accounting franchise system provides a useful lens for evaluating the brand's momentum and scalability. From a starting point of 11 locations referenced in a 2009 source, the system grew to 24 units by 2016, indicating measured initial growth during the early franchising years. The unit count has since accelerated meaningfully: the company reports that franchise locations doubled over the past four years, with recent data points ranging from 72 franchised locations in the 2024 FDD to over 95 locations across more than 20 states as of October 2025, with the most current data placing the network at approximately 73 locations across 20 states. Texas leads all states with 15 locations, representing approximately 20.5% of total sites, followed by significant concentrations in Utah and Florida. The West region is the largest geographic cluster, accounting for 41 locations across the system. The top 10 states collectively account for 86.3% of all locations, leaving thinner coverage in markets such as Oklahoma, Pennsylvania, and Wisconsin — a geographic distribution pattern that signals both concentration risk and meaningful white space for expansion. The company's stated ambition is to become the nation's largest CPA firm measured by total locations, a goal that would require substantially more aggressive unit growth than the current trajectory. The October 2017 affiliation with United Franchise Group, which manages over 1,400 franchisees globally across its portfolio, provides the infrastructure, legal resources, and franchisee recruitment pipeline necessary to accelerate toward that target. The brand's merger and acquisition strategy — actively seeking established CPA practices to convert into franchise locations — provides a growth pathway that complements organic franchise sales and can accelerate network density in high-value markets more rapidly than greenfield openings alone. The ideal Paramount Tax & Accounting franchisee is a professional services-oriented entrepreneur who either holds credentials — CPA, Enrolled Agent, or Tax Attorney designations are specifically sought — or who brings strong business management experience and a willingness to hire licensed professionals to lead the technical service delivery. The brand is not positioned as an absentee investment; active owner-operator involvement in client relationships and business development is central to the growth model, particularly in the early years when the local client base is being established. Franchisees with backgrounds in financial services, business consulting, or executive management are consistently cited as strong profile matches. The company targets markets with meaningful small business density and self-employed professional concentrations — characteristics most prevalent in suburban growth corridors around mid-sized and large metropolitan areas. The fastest-growth regional concentration in Texas, Utah, and Florida reflects this targeting logic, as each state has experienced significant small business formation and population growth over the past decade. Multi-unit ownership is a natural evolution path within the system, particularly given the relatively contained investment size per location and the revenue-sharing profit participation structure the brand describes for its partner network. The franchise agreement terms and renewal conditions are not specified in available public disclosures, and prospective investors should request the current FDD directly from Paramount Tax & Accounting to review agreement length, territorial rights, transfer provisions, and conditions under which the franchisor may terminate or not renew an agreement — all critical variables in any franchise investment decision. The typical timeline from signing to opening is influenced by office lease execution, local licensing requirements, and the two-to-four-week pre-opening training window, but the service-based format and relatively modest build-out requirements generally allow faster launch timelines than retail or food service concepts. For franchise investors conducting serious due diligence on professional services opportunities, the Paramount Tax & Accounting franchise warrants substantive evaluation against a clear set of investment criteria. The brand operates in a $180 billion addressable market growing at a 5.3% CAGR, with structural demand driven by tax law complexity, small business formation, and a retiring CPA workforce that is actively reducing the supply of independent practitioners. The average disclosed gross revenue of $434,313 per unit outperforms the accounting sub-sector average by 76%, the system has doubled in unit count over four years, and the United Franchise Group affiliation provides institutional infrastructure that meaningfully de-risks early-stage operational challenges for new franchisees. The brand's FPI Score of 64 from the PeerSense database reflects a moderate performance indicator, suggesting a brand with demonstrated traction and growth that also carries the execution and ramp-up risk inherent in any mid-scale professional services franchise system. The multi-revenue-stream model — spanning tax preparation, payroll, accounting, financial planning, and estate planning — addresses the seasonal concentration risk that affects pure tax preparation franchises and creates the recurring revenue infrastructure necessary to support stable annual cash flow. The investment range of $74,100 to $166,000 positions this as a relatively accessible professional services franchise, though the working capital cushion and owner's living expenses during ramp-up must be factored into any realistic capital planning analysis. PeerSense provides exclusive due diligence data including SBA lending history, FPI score, location maps with Google ratings, FDD financial data, and side-by-side comparison tools to help investors evaluate Paramount Tax & Accounting against competing franchise opportunities across the professional services category with the full context of independent, third-party intelligence. Explore the complete Paramount Tax & Accounting franchise profile on PeerSense to access the full suite of independent franchise intelligence data.

Succentrix Business Advisors

Offices of Certified Public Accountants

49

Fair

The landscape of small and mid-sized business finance presents a persistent challenge: entrepreneurs frequently lack access to the sophisticated, world-class financial expertise typically reserved for larger corporations, leading to suboptimal strategic decisions and constrained growth potential within a complex and ever-evolving regulatory environment. Succentrix Business Advisors directly addresses this critical problem by offering a modern, cloud-based franchise opportunity focused on providing comprehensive financial and advisory services, including highly sought-after Fractional CFO support, thereby democratizing access to high-level financial guidance for businesses of all sizes. Founded in 2014, the company swiftly began offering franchises in 2015, establishing its presence in the burgeoning financial services sector. The origins of Succentrix Business Advisors are marked by a multifaceted founding narrative, with Traci and Jacob Hill described as a mother-son team leading a family-run accounting firm, leveraging Traci's decades of experience in accounting and finance alongside Jacob's innovative financial solutions. Concurrently, Alan Padgett is recognized for co-founding the first Georgia-based tax and accounting franchise model in the 1970s, subsequently developing Succentrix Business Advisors as "another exciting venture" in March 2015, notably claiming it as the first accounting franchise to exclusively utilize cloud-based software systems. The current strategic direction is spearheaded by CEO Bill Stansbury, a former Big Four CPA and corporate finance executive, who launched Succentrix in 2019 with a clear mission to make world-class CFO expertise readily accessible to small and mid-sized businesses. This specialized focus, combined with a modern, cloud-centric operational model, has propelled the brand to a national scale, boasting over 100 locations nationwide as of March 2026, a significant expansion from over 30 locations reported in December 2022, all operating exclusively within the United States. This rapid growth trajectory underscores the brand's relevance and appeal within the vast global accounting services market, estimated at USD 688.17 billion in 2025 and projected to reach USD 1,275.84 billion by 2033, demonstrating a robust compound annual growth rate (CAGR) of 8.1% from 2026 to 2033. For franchise investors, Succentrix Business Advisors represents a compelling opportunity to tap into an essential and expanding market with a technology-forward, advisory-centric model, positioning itself as the "leading national Fractional CFO franchise." The accounting services industry represents a colossal and dynamic market, with the global sector valued at USD 652.32 billion in 2023, growing to USD 676.73 billion in 2024 at a compound annual growth rate (CAGR) of 3.7%, and further projected to reach USD 804.27 billion by 2028 at a CAGR of 4.4%. A more aggressive forecast anticipates the global market size reaching USD 1,275.84 billion by 2033, exhibiting an 8.1% CAGR from 2026. North America commanded the largest share of this market in 2025, accounting for 38.0% of the overall market, with the United States maintaining a dominant position, and the bookkeeping segment alone representing a substantial 43.2% of the market by type in 2025. Key consumer trends are fundamentally reshaping this industry, including the rapid digitalization of financial operations and a pervasive global shift toward cloud-based accounting platforms. There is an escalating demand for advisory and consulting services as businesses grapple with increasingly complex tax reforms, emerging sustainability reporting mandates, and evolving global financial standards. The acceleration in the adoption of AI and automation tools is another significant driver, streamlining auditing, tax management, and real-time financial reporting, with AI's share in the accounting industry predicted to reach $4.79 billion in 2024 and forecast to save the financial services industry over $1 trillion by 2030. Expanding regulatory compliance requirements further contribute to market growth, alongside the increasing outsourcing of finance and accounting (F&A) functions by both small and medium-sized enterprises (SMEs) and large corporations. Greater emphasis on cybersecurity and data protection, the profound impact of remote work on service delivery models, and the transformative potential of blockchain technology, with its market share projected to reach $868 million by 2025 for immutable financial records, all underscore the industry's secular tailwinds. These macro forces create a fertile environment for franchise investment in the accounting sector, which remains largely fragmented despite the growing sophistication of client needs. Accounting firms themselves are reporting strong financial health, with the 2025 National Management of an Accounting Practice (MAP) Survey finding a median 6.7% increase in total net client fees (firm revenue) over the prior year, and net remaining per partner/owner climbing 11.9% from $225,725 in fiscal year 2022 to $252,663 in fiscal year 2024, signaling robust profitability within the category. The financial requirements for investing in a Succentrix Business Advisors franchise demonstrate a range of entry points, reflecting potentially varied offerings or market conditions over time. The initial franchise fee has been reported across several figures, including $21,900, $39,900, and an introductory offer of $19,500, which was positioned to "be one of the first to introduce this exciting new concept." This variability extends to the total initial investment, with figures ranging from $37,100 to $48,700, $53,600 to $64,700, $35,600 to $48,300, and even a low of $19,500, indicating a flexible investment model that can accommodate different franchisee profiles and operational scales. The ongoing royalty fee is set at 7% of gross sales, a standard structure for professional services franchises, ensuring continuous corporate support and brand development. Liquid cash requirements also vary, reported between $25,000 and $50,000, $0, $19,500, or $30,000, suggesting some pathways may require minimal upfront liquid capital, enhancing accessibility for certain investors. Similarly, net worth requirements have been cited between $50,000 and $100,000, $50,000, or $30,000. These diverse financial thresholds position Succentrix Business Advisors as an accessible to mid-tier franchise investment within the professional services sector, particularly when considering the potential for a cloud-based, lower overhead operational model compared to many brick-and-mortar concepts. A specific incentive for veterans includes a 10% discount off the Master License Fee, further broadening the appeal to a key demographic. The typical franchise agreement spans a substantial 15 years, providing long-term stability for franchisees, with renewal options available upon meeting specified requirements, indicating a commitment to sustained franchisee relationships and business continuity. The operating model for a Succentrix Business Advisors franchisee is designed to be a "21st Century" accounting firm, providing personalized financial solutions across a spectrum of services including business advisory, tax advisory, financial advisory, fractional CFO support, bookkeeping, accounting, and investment management. The model emphasizes a modern, cloud-based approach to all services, enabling efficiency and flexibility in service delivery. While specific staffing requirements are not detailed, the focus on cloud-based operations and "the next generation accountant" suggests a lean, technology-driven labor model, potentially supporting remote work and a strong owner-operator engagement. The format options are inherently flexible, leveraging cloud technology for virtual service delivery across Texas and the United States, although some corporate addresses are listed in West Monroe, LA, Athens, GA, and Rockwall, TX, indicating a potential for a small physical office presence if desired by the franchisee, alongside the virtual model. The training program is comprehensive, commencing with two weeks of "school" covering software, operations, payroll, and marketing systems, followed by one week of dedicated operational, accounting software, and income tax training. An additional week is allocated to marketing and business building training, ensuring franchisees are equipped not only with technical skills but also with client acquisition strategies. Notably, CEO Bill Stansbury personally oversees franchisee training on AI-driven forecasting and proactive tax strategy, highlighting the brand's commitment to cutting-edge tools. Advanced training is also provided to master high-impact services such as tax planning, business advisory, AI automation, and retirement solutions. The ongoing corporate support structure is extensive, provided by a team boasting over 100 years of combined experience in franchise operations, accounting, payroll, income tax, and traditional & digital marketing solutions. This support includes online assistance, a toll-free line, and regular newsletters, alongside crucial pre-opening office advice, assistance with lease negotiation, and access to purchasing co-ops. Franchisees receive exclusive operations manuals, field training with an emphasis on new client acquisition, income tax reference guides and preparation training materials, and income tax preparation reviews and support. A community of experienced advisors and support teams is fostered to ensure franchisee success, complemented by a hands-on management style offering continuous training and mentoring in marketing and business operations. Franchisees are granted a license to use the Succentrix Business Advisors brand and receive a protected territory with expansion potential. The model integrates state-of-the-art cloud accounting and payroll software, top-tier professional tax preparation software (powered by Drake), and a personalized Succentrix web presence, complete with SEO and social media integration, providing a robust technological and marketing foundation for rapid practice growth. Item 19 financial performance data is not disclosed in the current Franchise Disclosure Document for Succentrix Business Advisors, meaning specific average revenue per unit, median revenue, or profit margins for franchisees are not publicly provided within the FDD. However, an analysis of the broader industry and the brand's growth trajectory offers valuable insights into potential unit-level performance. The global accounting services market, which Succentrix Business Advisors operates within, is a high-growth sector, projected to reach USD 1,275.84 billion by 2033 with an 8.1% CAGR from 2026. North America's substantial 38.0% market share in 2025, coupled with the bookkeeping segment's 43.2% share, indicates a vast and active client base for core services. The industry is further bolstered by the increasing adoption of AI, projected to reach $4.79 billion in the accounting sector by 2024, enhancing efficiency and profitability. Publicly available data from the 2025 National Management of an Accounting Practice (MAP) Survey reveals a median 6.7% increase in total net client fees (firm revenue) over the prior year for accounting firms, alongside an 11.9% climb in net remaining per partner/owner, from $225,725 in fiscal year 2022 to $252,663 in fiscal year 2024. These industry benchmarks suggest a healthy and profitable environment for well-managed accounting practices. The most compelling indicator of unit-level viability for Succentrix Business Advisors is its remarkable growth trajectory: the franchise expanded from over 30 locations in December 2022 to over 100 locations nationwide by March 2026. This represents a growth rate exceeding 233% in just over three years, implying that franchisees are experiencing favorable unit economics and sufficient returns to drive such significant system expansion. The brand's strategic positioning as the "leading national Fractional CFO franchise" suggests a focus on higher-value advisory services, which typically command higher fees and contribute to stronger revenue generation per client compared to traditional bookkeeping alone. The company's commitment to providing efficient, effective, profitable, and competitively priced solutions for its franchisees further supports the inference of positive unit-level financial performance within this rapidly expanding market segment. Succentrix Business Advisors has demonstrated a robust growth trajectory, expanding its footprint from over 30 locations nationwide in December 2022 to over 100 locations by March 2026. This significant increase represents a growth rate exceeding 233% in approximately 39 months, translating to an average net addition of over 23 new units per year during this period. This rapid expansion underscores the brand's increasing market penetration and franchisee interest. Recent corporate developments highlight a strategic evolution beyond traditional accounting services, as Succentrix Business Advisors is actively positioning itself as the "leading national Fractional CFO franchise." This expansion into unified financial advisory functions aims to empower small businesses and entrepreneurs with enhanced decision-making capabilities and foster healthier business growth. The modern Fractional CFO model incorporates on-demand expertise, AI-powered insights, transparent month-to-month pricing, and regular client check-ins. The service portfolio has broadened to encompass tax planning, business advisory, financial advisory, investment management, and retirement planning, reflecting an adaptation to the growing demand for comprehensive financial guidance. The brand's competitive moat is built upon several key advantages: its foundational commitment to a modern, cloud-based approach, which Alan Padgett claimed made it the first accounting franchise using only cloud-based software systems in March 2015. This technological foundation, combined with an expanded focus on high-value Fractional CFO services and AI automation, provides a distinct market differentiator. The comprehensive training and extensive ongoing support, delivered by a team with over 100 years of combined experience, along with the provision of state-of-the-art cloud accounting and payroll software and top-tier professional tax preparation software (Drake), further solidify its competitive edge. Franchisees also benefit from a protected territory and a personalized web presence with SEO and social media integration. The brand's name, "Succentrix," derived from "success, succinct, and concentric," encapsulates its core value proposition of client success through efficient, cloud-based solutions and a shared center with its franchise owners. By leveraging digitalization, AI, and the increasing demand for outsourced F&A functions and advisory services, Succentrix Business Advisors is actively adapting to current market conditions, ensuring its relevance and continued growth within the dynamic accounting industry. The ideal candidate for a Succentrix Business Advisors franchise is envisioned as "the next generation accountant," a professional who is eager to build and grow a successful accounting practice quickly and inexpensively, leveraging modern, cloud-based solutions. This encompasses individuals transitioning from corporate America, bringing a wealth of business experience, as well as those just embarking on their careers in finance and accounting, who are keen to embrace an entrepreneurial path. The model encourages franchisees to take a leadership role, supporting their clients in finding real-time financial solutions and proactively guiding business growth. While specific multi-unit expectations are not explicitly stated, the provision of a protected territory with "expansion potential" suggests that opportunities exist for qualified franchisees to develop multiple locations or expand their service reach within defined geographic boundaries. Succentrix Business Advisors is actively seeking new franchisees across a wide array of U.S. states, indicating a broad national growth strategy rather than a concentrated regional focus. The target states include Alaska, Alabama, Arkansas, Arizona, Colorado, Washington D.C., Delaware, Florida, Georgia, Iowa, Idaho, Kansas, Kentucky, Louisiana, Massachusetts, Maine, Missouri, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, West Virginia, and Wyoming, covering diverse economic landscapes across the contiguous United States and beyond. The brand operates exclusively within the United States. While no specific timeline from signing to opening is provided, the emphasis on building a practice "quickly" and the structured training program of several weeks imply a relatively efficient launch process. The franchise agreement offers a substantial term length of 15 years, providing long-term operational stability, with renewal options available to franchisees who meet the specified requirements, ensuring continuity and the opportunity for sustained business development within their protected territories. For investors evaluating franchise opportunities within the burgeoning professional services sector, Succentrix Business Advisors presents a compelling investment thesis, positioned within a global accounting services market projected to reach USD 1,275.84 billion by 2033 with an 8.1% compound annual growth rate. The brand’s strategic focus on modern, cloud-based accounting, payroll, bookkeeping, tax preparation, and critically, high-demand Fractional CFO services, aligns perfectly with evolving industry trends and the escalating needs of small and mid-sized businesses. The remarkable growth from over 30 locations in December 2022 to over 100 locations by March 2026, representing more than a 233% increase in just over three years, provides strong evidence of market acceptance and unit-level viability, even in the absence of Item 19 financial performance disclosures. With initial investment ranges from $19,500 to $64,700 and varying liquid capital requirements, the franchise offers a relatively accessible entry point into a high-value industry, further supported by a 10% veteran discount and a robust 15-year franchise agreement term. The comprehensive training, ongoing support from a team with over 100 years of combined experience, and integration of state-of-the-art software and AI-driven insights ensure franchisees are well-equipped to capitalize on the increasing demand for sophisticated financial guidance. This opportunity allows entrepreneurs to establish a recurring revenue practice within a protected territory, leveraging a proven, technology-forward model that is consistently adapting to market dynamics. PeerSense provides exclusive due diligence data including SBA lending history, FPI score of 49 (Fair), location maps with Google ratings, FDD financial data, and side-by-side comparison tools. Explore the complete Succentrix Business Advisors franchise profile on PeerSense to access the full suite of independent franchise intelligence data.