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Roll-up goldMixedConsolidated✓ Include SBA-only brandsFull financials onlySBA-only brands (no FDD) hidden by default; sparse brands appear last
27 results
Brand results
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 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 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 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 Family Financial Centers details
AStrongest tierStrongest tier
Family Financial Centers
50 contacts
Investment
$224K – $309K
Item 19 (Reported)
$262K
Units
52-9%
SBA 7(a) charge-off
N/A
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 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 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 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 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 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 Tax Tiger details
BAbove averageAbove average
Tax Tiger
7 contacts
Investment
$198K – $666K
Item 19 (Reported)
N/A
Units
3+0%
SBA 7(a) charge-off
Limited data
Financial Services
Report data issueFDD '25
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 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 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 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 United Check Cashing details
FWeakest tierWeakest tier
United Check Cashing
49 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 issueFDD '25