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Roll-up goldMixedConsolidatedInclude SBA-only brands✓ Full financials onlySBA-only brands (no FDD) hidden by default; sparse brands appear last
36 results
Brand results
View Freeway Insurance details
AStrongest tierStrongest tier
Freeway Insurance
38 contacts
Investment
$35K – $84K
Item 19 (Reported)
$372K
Units
696+147%
SBA 7(a) charge-off
Limited data
Financial Services
Report data issueFDD '26
View Paramount Tax & Accounting details
AStrongest tierStrongest tier
Paramount Tax & Accounting
84 contacts
Investment
$74K – $166K
Item 19 (Reported)
$498K
Units
92+77%
SBA 7(a) charge-off
N/A
Financial Services
Report data issueFDD '25
View Estrella Insurance details
AStrongest tierStrongest tier
Estrella Insurance
11 contacts
Investment
$150K – $284K
Item 19 (Reported)
$9.3M
Units
214+7%
SBA 7(a) charge-off
~0.0%(n=10)
Financial Services
Report data issueFDD '25
View Fiesta details
AStrongest tierStrongest tier
Fiesta
70 contacts
Investment
$72K – $157K
Item 19 (Reported)
$322K
Units
248+15%
SBA 7(a) charge-off
~0.0%(n=10)
Financial Services
Report data issue4+ yrsFDD '22
View Ameriprise Financial Services, LLC Independent Advisor Business details
AStrongest tierStrongest tier
Ameriprise Financial Services, LLC Independent Advisor Business
2384 contacts
Investment
$10K – $138K
Item 19 (Reported)
$3.1M
Units
5,462-7%
SBA 7(a) charge-off
0.3%(n=473)
Financial Services
Report data issueFDD '26
View Fiesta Insurance details
AStrongest tierStrongest tier
Fiesta Insurance
Investment
$72K – $157K
Item 19 (Reported)
$322K
Units
248
SBA 7(a) charge-off
~0.0%(n=13)
Financial Services
Report data issue4+ yrsFDD '22
View Padgett Business Services details
AStrongest tierStrongest tier
Padgett Business Services
66 contacts
Investment
$9K – $117K
Item 19 (Reported)
$477K
Units
167-4%
SBA 7(a) charge-off
8.7%(n=65)
Financial Services
Report data issueFDD '25
View Liberty Tax Service details
AStrongest tierStrongest tier
Liberty Tax Service
186 contacts
Investment
$50K – $71K
Item 19 (Reported)
$165K
Units
1,663
SBA 7(a) charge-off
11.7%(n=264)
Financial Services
Report data issueFDD '24
View Payroll Vault details
AStrongest tierStrongest tier
Payroll Vault
10 contacts
Investment
$77K – $112K
Item 19 (Reported)
$297K
Units
55+6%
SBA 7(a) charge-off
~7.7%(n=13)
Financial Services
Report data issueFDD '25
View Charles Schwab details
AStrongest tierStrongest tier
Charles Schwab
22 contacts
Investment
$104K – $222K
Item 19 (Reported)
N/A
Units
382+3%
SBA 7(a) charge-off
Limited data
Financial Services
Report data issueFDD '26
View Lendio details
AStrongest tierStrongest tier
Lendio
30 contacts
Investment
$46K – $117K
Item 19 (Reported)
N/A
Units
121+116%
SBA 7(a) charge-off
N/A
Financial Services
Report data issue4+ yrsFDD '22
View Ani details
AStrongest tierStrongest tier
Ani
8 contacts
Investment
$59K – $145K
Item 19 (Reported)
N/A
Units
15+40%
SBA 7(a) charge-off
N/A
Financial Services
Report data issueFDD '23
View Keystone Insurers Group details
AStrongest tierStrongest tier
Keystone Insurers Group
28 contacts
Investment
$27K – $99K
Item 19 (Reported)
N/A
Units
302-4%
SBA 7(a) charge-off
Limited data
Financial Services
Report data issueFDD '25
View Jackson Hewitt Tax Service details
BAbove averageAbove average
Jackson Hewitt Tax Service
1958 contacts
Investment
$96K – $128K
Item 19 (Reported)
$115K
Units
5,287-16%
SBA 7(a) charge-off
4.9%(n=164)
Financial Services
Report data issueFDD '25
View Brightway Insurance details
BAbove averageAbove average
Brightway Insurance
427 contacts
Investment
$43K – $187K
Item 19 (Reported)
$448K
Units
354+19%
SBA 7(a) charge-off
~18.2%(n=11)
Financial Services
Report data issueFDD '26
View BooXkeeping details
BAbove averageAbove average
BooXkeeping
16 contacts
Investment
$78K – $84K
Item 19 (Reported)
$596K
Units
16
SBA 7(a) charge-off
N/A
Financial Services
Report data issueFDD '26
View Loyalty Business Services details
BAbove averageAbove average
Loyalty Business Services
3 contacts
Investment
$48K – $90K
Item 19 (Reported)
N/A
Units
2+300%
SBA 7(a) charge-off
N/A
Financial Services
Report data issue4+ yrsFDD '21
View Legacy Claims Services details
BAbove averageAbove average
Legacy Claims Services
11 contacts
Investment
$68K – $138K
Item 19 (Reported)
N/A
Units
42+41%
SBA 7(a) charge-off
N/A
Financial Services
Report data issueFDD '25
View Dope CFO details
BAbove averageAbove average
Dope CFO
24 contacts
Investment
$73K – $103K
Item 19 (Reported)
N/A
Units
14+117%
SBA 7(a) charge-off
N/A
Financial Services
Report data issueFDD '25
View H&R Block details
BAbove averageAbove average
H&R Block
2053 contacts
Investment
$34K – $159K
Item 19 (Reported)
N/A
Units
8,688-15%
SBA 7(a) charge-off
5.6%(n=54)
Financial Services
Report data issueFDD '25
View DCAP Insurance / The Tax Zone details
BAbove averageAbove average
DCAP Insurance / The Tax Zone
30 contacts
Investment
$62K – $110K
Item 19 (Reported)
N/A
Units
37-6%
SBA 7(a) charge-off
N/A
Financial Services
Report data issueFDD '23
View Veronica's Insurance details
BAbove averageAbove average
Veronica's Insurance
21 contacts
Investment
$129K – $190K
Item 19 (Reported)
N/A
Units
45+29%
SBA 7(a) charge-off
N/A
Financial Services
Report data issueFDD '24
View Toro Taxes details
BAbove averageAbove average
Toro Taxes
25 contacts
Investment
$100K – $192K
Item 19 (Reported)
N/A
Units
25+213%
SBA 7(a) charge-off
N/A
Financial Services
Report data issueFDD '25
View Ask An Adjuster details
CAverageAverage
Ask An Adjuster
12 contacts
Investment
$125K – $160K
Item 19 (Reported)
$5.9M
Units
10
SBA 7(a) charge-off
N/A
Financial Services
Report data issueFDD '25
View Goosehead Insurance details
CAverageAverage
Goosehead Insurance
237 contacts
Investment
$66K – $112K
Item 19 (Reported)
$58K
Units
1,022-18%
SBA 7(a) charge-off
5.9%(n=47)
Financial Services
Report data issueFDD '26
View AltoCFO details
CAverageAverage
AltoCFO
16 contacts
Investment
$77K – $116K
Item 19 (Reported)
$993K
Units
1
SBA 7(a) charge-off
N/A
Financial Services
Report data issueFDD '23
View Breakaway BA details
CAverageAverage
Breakaway BA
22 contacts
Investment
$11K – $35K
Item 19 (Reported)
N/A
Units
39+127%
SBA 7(a) charge-off
N/A
Financial Services
Report data issueFDD '25
View We Insure details
CAverageAverage
We Insure
183 contacts
Investment
$70K – $138K
Item 19 (Reported)
N/A
Units
157-30%
SBA 7(a) charge-off
Limited data
Financial Services
Report data issueFDD '25
View TFW Advisors details
CAverageAverage
TFW Advisors
10 contacts
Investment
$70K – $280K
Item 19 (Reported)
N/A
Units
9
SBA 7(a) charge-off
N/A
Financial Services
Report data issueFDD '25
View Atax details
DBelow averageBelow average
Atax
123 contacts
Investment
$101K – $524K
Item 19 (Reported)
$111K
Units
32
SBA 7(a) charge-off
Limited data
Financial Services
Report data issueFDD '25
View Blue Eagle Investigations details
DBelow averageBelow average
Blue Eagle Investigations
28 contacts
Investment
$57K – $166K
Item 19 (Reported)
N/A
Units
17-16%
SBA 7(a) charge-off
N/A
Financial Services
Report data issueFDD '24
View Decimal details
DBelow averageBelow average
Decimal
16 contacts
Investment
$60K – $1.1M
Item 19 (Reported)
N/A
Units
4
SBA 7(a) charge-off
N/A
Financial Services
Report data issueFDD '26
View SmartBooks Partners details
DBelow averageBelow average
SmartBooks Partners
1 contacts
Investment
$58K – $79K
Item 19 (Reported)
N/A
Units
1
SBA 7(a) charge-off
N/A
Financial Services
Report data issue4+ yrsFDD '21
View SelectQuote Local details
DBelow averageBelow average
SelectQuote Local
21 contacts
Investment
$74K – $114K
Item 19 (Reported)
N/A
Units
1
SBA 7(a) charge-off
N/A
Financial Services
Report data issueFDD '26
View Renegade Insurance details
DBelow averageBelow average
Renegade Insurance
13 contacts
Investment
$28K – $101K
Item 19 (Reported)
N/A
Units
1
SBA 7(a) charge-off
N/A
Financial Services
Report data issueFDD '25
View Ledgers details
FWeakest tierWeakest tier
Ledgers
11 contacts
Investment
$48K – $90K
Item 19 (Reported)
N/A
Units
2-75%
SBA 7(a) charge-off
N/A
Financial Services
Report data issueFDD '25