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4,973 brands · 18 categories

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Roll-up goldMixedConsolidated
Include SBA-only brandsFull financials onlySBA-only brands (no FDD) hidden by default; sparse brands appear last

Brand results

View Freeway Insurance details
AStrongest tierStrongest tier
Freeway Insurance logo

Freeway Insurance

38 contacts
Investment
$35K – $84K
Item 19 (Reported)
$372K
Units
696+147%
SBA 7(a) charge-off
N/A
Financial Services
Report data issue
FDD '26
View Paramount Tax & Accounting details
AStrongest tierStrongest tier
Paramount Tax & Accounting logo

Paramount Tax & Accounting

57 contacts
Investment
$74K – $166K
Item 19 (Reported)
$498K
Units
92+77%
SBA 7(a) charge-off
N/A
Financial Services
Report data issue
FDD '25
View Liberty Tax Service details
AStrongest tierStrongest tier
Liberty Tax Service logo

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 issue
FDD '26
View Fiesta Insurance details
AStrongest tierStrongest tier
Fiesta Insurance logo

Fiesta Insurance

Limited Data54 contacts
Investment
$72K – $157K
Item 19 (Reported)
$322K
Units
248
SBA 7(a) charge-off
N/A
Financial Services
Report data issue
4+ yrsFDD '22
View Ameriprise Financial Services, LLC Independent Advisor Business details
AStrongest tierStrongest tier
Ameriprise Financial Services, LLC Independent Advisor Business logo

Ameriprise Financial Services, LLC Independent Advisor Business

2439 contacts
Investment
$10K – $138K
Item 19 (Reported)
N/A
Units
5,462-7%
SBA 7(a) charge-off
0.3%(n=473)
Financial Services
Report data issue
FDD '26
View Estrella Insurance details
AStrongest tierStrongest tier
ESTRELLA INSURANCE logo

Estrella Insurance

204 contacts
Investment
$150K – $284K
Item 19 (Reported)
N/A
Units
214+7%
SBA 7(a) charge-off
N/A
Financial Services
Report data issue
FDD '25
View Charles Schwab details
AStrongest tierStrongest tier
Charles Schwab logo

Charles Schwab

7 contacts
Investment
$104K – $222K
Item 19 (Reported)
N/A
Units
382+3%
SBA 7(a) charge-off
Limited data
Financial Services
Report data issue
FDD '26
View Lendio details
AStrongest tierStrongest tier
Lendio logo

Lendio

27 contacts
Investment
$46K – $117K
Item 19 (Reported)
N/A
Units
121+116%
SBA 7(a) charge-off
N/A
Financial Services
Report data issue
4+ yrsFDD '22
View Padgett Business Services details
AStrongest tierStrongest tier
Padgett Business Services logo

Padgett Business Services

65 contacts
Investment
$117K – $117K
Item 19 (Reported)
N/A
Units
167-4%
SBA 7(a) charge-off
8.7%(n=65)
Financial Services
Report data issue
FDD '25
View Payroll Vault details
BAbove averageAbove average
PAYROLL VAULT logo

Payroll Vault

10 contacts
Investment
$77K – $112K
Item 19 (Reported)
$282K
Units
61+6%
SBA 7(a) charge-off
~20.0%(n=13)
Financial Services
Report data issue
FDD '25
View Loyalty Business Services details
BAbove averageAbove average
Loyalty Business Services logo

Loyalty Business Services

4 contacts
Investment
$48K – $90K
Item 19 (Reported)
$294K
Per office, not per outlet2 outlets
Units
16+300%
SBA 7(a) charge-off
N/A
Financial Services
Report data issue
FDD '26
View Family Financial Centers details
BAbove averageAbove average
Family Financial Centers logo

Family Financial Centers

51 contacts
Investment
$224K – $309K
Item 19 (Reported)
$262K
Units
52-9%
SBA 7(a) charge-off
N/A
Financial Services
Report data issue
FDD '25
View Jackson Hewitt Tax Service details
BAbove averageAbove average
Jackson Hewitt Tax Service logo

Jackson Hewitt Tax Service

1974 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 issue
FDD '23
View Atax details
BAbove averageAbove average
ATAX logo

Atax

123 contacts
Investment
$59K – $89K
Item 19 (Reported)
$111K
Units
117
SBA 7(a) charge-off
N/A
Financial Services
Report data issue
FDD '25
View Ani details
BAbove averageAbove average
ANI logo

Ani

5 contacts
Investment
$59K – $145K
Item 19 (Reported)
N/A
Units
15+40%
SBA 7(a) charge-off
N/A
Financial Services
Report data issue
FDD '23
View Legacy Claims Services details
BAbove averageAbove average
LEGACY CLAIMS SERVICES logo

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 issue
FDD '25
View Keystone Insurers Group details
BAbove averageAbove average
Keystone Insurers Group logo

Keystone Insurers Group

18 contacts
Investment
$27K – $99K
Item 19 (Reported)
N/A
Units
302-4%
SBA 7(a) charge-off
Limited data
Financial Services
Report data issue
FDD '25
View Dope CFO details
BAbove averageAbove average
Dope CFO logo

Dope CFO

2 contacts
Investment
$73K – $103K
Item 19 (Reported)
N/A
Units
14+117%
SBA 7(a) charge-off
N/A
Financial Services
Report data issue
FDD '25
View Brightway Insurance details
BAbove averageAbove average
Brightway Insurance logo

Brightway Insurance

427 contacts
Investment
$23K – $137K
Item 19 (Reported)
N/A
Units
341+19%
SBA 7(a) charge-off
~18.2%(n=11)
Financial Services
Report data issue
FDD '26
View DCAP Insurance / The Tax Zone details
BAbove averageAbove average
DCAP Insurance / The Tax Zone logo

DCAP Insurance / The Tax Zone

17 contacts
Investment
$62K – $110K
Item 19 (Reported)
N/A
Units
37-6%
SBA 7(a) charge-off
N/A
Financial Services
Report data issue
FDD '23
View H&R Block details
BAbove averageAbove average
H&R Block logo

H&R Block

2052 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 issue
FDD '25
View Veronica's Insurance details
BAbove averageAbove average
Veronica's Insurance logo

Veronica's Insurance

22 contacts
Investment
$129K – $190K
Item 19 (Reported)
N/A
Units
45+29%
SBA 7(a) charge-off
N/A
Financial Services
Report data issue
FDD '24
View Tax Tiger details
BAbove averageAbove average
Tax Tiger logo

Tax Tiger

2 contacts
Investment
$198K – $666K
Item 19 (Reported)
N/A
Units
3+0%
SBA 7(a) charge-off
N/A
Financial Services
Report data issue
FDD '25
View Toro Taxes details
BAbove averageAbove average
Toro Taxes logo

Toro Taxes

25 contacts
Investment
$56K – $192K
Item 19 (Reported)
N/A
Units
25+213%
SBA 7(a) charge-off
N/A
Financial Services
Report data issue
FDD '25
View Ask An Adjuster details
BAbove averageAbove average
Ask An Adjuster logo

Ask An Adjuster

57 contacts
Investment
$125K – $160K
Item 19 (Reported)
N/A
Units
10
SBA 7(a) charge-off
N/A
Financial Services
Report data issue
FDD '25
View BooXkeeping details
CAverageAverage
BooXkeeping logo

BooXkeeping

8 contacts
Investment
$78K – $84K
Item 19 (Reported)
$81K
Per franchisee, not per outlet1 outlet
Units
16
SBA 7(a) charge-off
N/A
Financial Services
Report data issue
FDD '26
View AltoCFO details
CAverageAverage
AltoCFO logo

AltoCFO

Investment
$77K – $116K
Item 19 (Reported)
$993K
Company-owned only1 outlet
Units
1
SBA 7(a) charge-off
N/A
Financial Services
Report data issue
FDD '23
View Breakaway BA details
CAverageAverage
Breakaway BA logo

Breakaway BA

3 contacts
Investment
$11K – $35K
Item 19 (Reported)
N/A
Units
39+127%
SBA 7(a) charge-off
N/A
Financial Services
Report data issue
FDD '25
View Decimal details
CAverageAverage
Decimal logo

Decimal

1 contacts
Investment
$46K – $1.1M
Item 19 (Reported)
N/A
Units
1
SBA 7(a) charge-off
N/A
Financial Services
Report data issue
FDD '26
View Goosehead Insurance details
CAverageAverage
Goosehead Insurance logo

Goosehead Insurance

237 contacts
Investment
$66K – $112K
Item 19 (Reported)
N/A
Units
1,022-18%
SBA 7(a) charge-off
5.9%(n=47)
Financial Services
Report data issue
FDD '26
View We Insure details
CAverageAverage
We Insure logo

We Insure

183 contacts
Investment
$70K – $138K
Item 19 (Reported)
N/A
Units
157-30%
SBA 7(a) charge-off
N/A
Financial Services
Report data issue
FDD '25
View TFW Advisors details
CAverageAverage
TFW Advisors logo

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 issue
FDD '25
View Renegade Insurance details
CAverageAverage
Renegade Insurance logo

Renegade Insurance

6 contacts
Investment
$28K – $96K
Item 19 (Reported)
N/A
Units
1
SBA 7(a) charge-off
N/A
Financial Services
Report data issue
FDD '25
View Blue Eagle Investigations details
CAverageAverage
Blue Eagle Investigations logo

Blue Eagle Investigations

1 contacts
Investment
$57K – $166K
Item 19 (Reported)
N/A
Units
17-16%
SBA 7(a) charge-off
N/A
Financial Services
Report data issue
FDD '24
View SelectQuote Local details
DBelow averageBelow average
SelectQuote Local logo

SelectQuote Local

Investment
$74K – $114K
Item 19 (Reported)
N/A
Units
1
SBA 7(a) charge-off
N/A
Financial Services
Report data issue
FDD '26
View SmartBooks Partners details
DBelow averageBelow average
SmartBooks Partners logo

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 issue
4+ yrsFDD '21
View United Check Cashing details
FWeakest tierWeakest tier
United Check Cashing logo

United Check Cashing

58 contacts
Investment
$226K – $297K
Item 19 (Reported)
N/A
Units
48-32%
SBA 7(a) charge-off
25.0%(n=46)
Financial Services
Report data issue
FDD '25
View Ledgers details
FWeakest tierWeakest tier
Ledgers logo

Ledgers

3 contacts
Investment
$48K – $90K
Item 19 (Reported)
N/A
Units
2-75%
SBA 7(a) charge-off
N/A
Financial Services
Report data issue
FDD '25