A small introduction

About Us

Our leadership has been involved in the franchise business for over 50 years. Specially, the tax prep franchise business at that. Ever heard of Liberty Tax Service or Jackson Hewitt?

Having launched some of the most successful and fastest growing franchises in franchise history, we have learned a thing or two about how to build a successful model all the way around. We know tax prep. It’s been our bread and butter for over 50 years.

Fast forward to today, we have developed the Loyalty Opportunity Fund to develop franchise opportunities using area development. We take an investor first approach with our opportunity fund that focuses on creating consistent, predictable returns for our investors.  The Fund will share not only in the sale of a franchise, but also in the ongoing royalty stream.

10 Million $

Fund Cap

2

number of national brands built

5000

franchises established

50 Years

of experience

Let us introduce ourselves

My Name is John Hewitt

You might say John Hewitt has had a taxing career. In fact, for over 50 years he’s founded, developed, and managed two of the top three tax companies in the country. Now he has his sights set on making the Loyalty Opportunity Fund and Loyalty Brands the number-one opportunity funded financial franchise company in the world by 2020.

Hewitt began his career working for H&R Block in 1969 as a tax preparer before quickly advancing to assistant manager and regional director. He was the company’s youngest regional director, managing more than 2,000 tax preparers in 250 offices in one of H&R Block’s largest districts.

In the early 1980s, he and his father invented the first tax software on the Apple Computer. But his “eureka moment” was still to come.

In 1982, Hewitt and a team of investors founded Jackson Hewitt Tax Service in Hampton Roads, Va. The company used his unique “Hewtax” decision-tree tax interview software program, an industry first. The concept was a hit with taxpayers, and he took the company public before selling it–and its 1,345 offices–in 1997 for $483 million.

After the sale in 1997, he decided to test his model and business philosophy internationally by launching  in Canada.  The organization, Liberty Tax, went on to become the fastest-growing tax company from 2000 to 2014. Today, there are more than 4,400 Liberty Tax offices in the U.S. and Canada.

Hewitt says building a tax company was easier the second time around. “There was lots of trial and error in building Jackson Hewitt,” he says. “With Liberty Tax we knew what to do and what not to do, and we were able to do it much more efficiently and quickly.” Again, with big-time successful results.

It’s not all business and taxes for Hewitt. He is also dedicated to helping those in need. One of his initiatives is fighting hunger throughout the world. In 1998, he co-founded Stop Hunger Now, an international hunger relief organization. In 2010, he co-founded Run for Food International, which works in Nicaragua to support programs that provide food to reduce malnutrition and death.

Back in the office, Hewitt has been named one of the Top 100 most influential persons in the tax industry by Accounting Today on 12 different occasions. In 2006, the IFA recognized him as its Entrepreneur of the Year.

When pressed, Hewitt doesn’t shy away from his 2020 goal. “Everybody has goals, but if they’re not identifiable and accountable they don’t get accomplished,” he says. “In our organization from top to bottom, everybody knows what we’re doing, what’s expected, and how we’re going to get there. It’s just a matter of executing the plan and covering the basic X’s and O’s. There’s no tricks… just done right.”

Value Proposition

The Loyalty Opportunity Fund

Loyalty Opportunity Fund will be the first and one of only a few current qualified opportunity funds open to new investors focused on developing new businesses in qualified opportunity zones.

The Loyalty Fund has first mover advantage with a 50 year proven track record of successful franchising. At the helm of Loyalty Brands Franchises is John Hewitt.

Investor Relations

Funds Administered By

Putting The Investor First

Investor Exit Strategy

Interested In Investing? Let us answer any questions you may have.

Taxes has been our business

For 50 Years!

We know tax prep! Tax prep has been the backbone of the business model for 50 years. Having built some of the the biggest tax prep brands in America. We have learned quite a lot over the years, most importantly how to create opportunities for entrepreneurs through franchise ownership.

Community has always been at our core.

Impact Beyond Buildings

We view impact as so much than just bricks and mortar. We have successfully created thousands of successful small businesses across the world. We work hand in hand with our franchise owners to create new jobs, provide stability, opportunity and most importantly community impact.  Over the years, millions have been donated to charities and countless hours volunteered to community service.

In 1998, John Hewitt, co-founded Stop Hunger Now, an international hunger relief organization. In 2010, he co-founded Run for Food International, which works in Nicaragua to support programs that provide food to reduce malnutrition and death.

Franchising. The key to

National Growth

The U.S. Department of Commerce and other authors of statistics concerning franchising have shown that the revenue from franchise establishments accounts for over one-third of all U.S. retail sales. Studies have shown that 80% of all new start ups generally fail within five years.  However, at the five year mark approximately 90% of businesses using the franchise model are still operating.