TaxAssist Accountants : Lloyd Evans Grew a 700-Client TaxAssist Practice Over 11 Years
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This video features insights from a current franchisee sharing their experience with the TaxAssist Accountants franchise. As you watch, listen for details about daily involvement, support, and challenges as well as successes. If this perspective resonates, the next step is to request more information and speak directly with the franchisor.
About This Video
TaxAssist Accountants | Lloyd Evans Case Study TaxAssist Accountants UK partner Lloyd Evans walks viewers through one of the most concrete partner-trajectory case studies in the UK partner library — 11 years with the brand, a 700-client practice, turnover heading toward £600,000, and a strategic neighbouring-franchise acquisition that doubled the operating base. Lloyd's framing of why he came to TaxAssist is candid. He'd reached the stage where his prior career wasn't him any longer; he wanted something more, something missing. He came across TaxAssist through the franchising connection — the brand's franchise positioning took him back to a place of looking after small businesses, which is what had pulled him to accountancy in the first place. Started trading November 2012, opened the practice June 2013, moved September 2013, and started growing the business. The acquisition is the case study's core inflection point. By late 2014, a neighbouring TaxAssist franchisee was approaching retirement. Lloyd opened early discussions about buying the neighbouring practice and secured the deal in October 2015. He took on two qualified team members straight away (a qualified chartered accountant and a qualified-by-experience bookkeeper) and the combined practice grew rapidly. Today: around 700 clients, turnover heading toward £600,000, still growing. Lloyd's bigger-picture commentary is useful for candidate-side framing. The TaxAssist Financial Services team has been developed over his 10-11 years in the network — meaning he and his client managers can sit with any client and answer questions across the full advisory menu rather than referring out. He flags the network as the most enjoyable 10 years of his working life, with a focus on team development as a personal rewarding motivator. Technology and AI are active discussion topics in the network — the brand's collective embrace of AI is shaping how partners advise clients going forward. A TaxAssist UK partner can build to 700 clients and £600K turnover over a decade including strategic neighbouring-practice acquisition.