Start-Up Costs and Fees |
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| Happy Tax | Succentrix Business Advisors | |
| Investment | 30400 - 66500 | 38600 - 49700 |
| Franchise Fee | ||
| Royalty Fee | 10%-20% | 7% |
| Advertising Fee | 2% | 1% |
| Year Founded | 2014 | 2014 |
| Year Franchised | 2015 | 2015 |
| Term Of Agreement | ||
| Term Of Agreement | ||
| Renewal Fee | ||
Business Experience Requirements |
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| Happy Tax | Succentrix Business Advisors | |
| Experience | ||
Financing Options |
||
| Happy Tax | Succentrix Business Advisors | |
| Franchise Fees | Yes | |
| Start-up Costs | Yes | |
| Equipment | Yes | |
| Inventory | Yes | |
| Receivables | Yes | |
| Payroll | Yes | |
Training & Support |
||
| Happy Tax | Succentrix Business Advisors | |
| Training | On-The-Job Training: 10 hours Classroom Training: 30 hours Additional Training: Via webinar | Classroom Training: 40 hours |
| Support | Purchasing Co-ops Newsletter Meetings/Conventions Toll-Free Line Grand Opening Online Support Security/Safety Procedures Field Operations Site Selection Proprietary Software Franchisee Intranet Platform | Newsletter Meetings/Conventions Grand Opening Online Support Security/Safety Procedures Field Operations Site Selection Proprietary Software |
| Marketing | Co-op Advertising Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing Loyalty program/app | Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing |
| Operations | Number of Employees Required to Run: 1 | |
Expansion Plans |
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| Happy Tax | Succentrix Business Advisors | |
| US Expansion | Nationwide, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming | |
| Canada Expansion | ||
| International Expansion |
Start-Up Costs and Fees Mobile |
|
| Investment | |
| Happy Tax | |
| Succentrix Business Advisors | |
| Franchise Fee | |
| Happy Tax | |
| Succentrix Business Advisors | |
| Royalty Fee | |
| Happy Tax | 10%-20% |
| Succentrix Business Advisors | 7% |
| Advertising Fee | |
| Happy Tax | 2% |
| Succentrix Business Advisors | 1% |
| Year Founded | |
| Happy Tax | 2014 |
| Succentrix Business Advisors | 2014 |
| Year Franchised | |
| Happy Tax | 2015 |
| Succentrix Business Advisors | 2015 |
| Term Of Agreement | |
| Happy Tax | |
| Succentrix Business Advisors | |
| Renewal Fee | |
| Happy Tax | |
| Succentrix Business Advisors | |
Business Experience Requirements |
|
| Experience | |
| Happy Tax | |
| Succentrix Business Advisors | |
Financing Options |
|
| Franchise Fees | |
| Happy Tax | Yes |
| Succentrix Business Advisors | Yes |
| Start-up Costs | |
| Happy Tax | |
| Succentrix Business Advisors | |
| Equipment | |
| Happy Tax} | |
| Succentrix Business Advisors | |
| Inventory | |
| Happy Tax | |
| Succentrix Business Advisors | |
| Receivables | |
| Happy Tax | |
| Succentrix Business Advisors | |
| Payroll | |
| Happy Tax | |
| Succentrix Business Advisors | |
Training & Support |
|
| Training | |
| Happy Tax | On-The-Job Training: 10 hours Classroom Training: 30 hours Additional Training: Via webinar |
| Succentrix Business Advisors | Classroom Training: 40 hours |
| Support | |
| Happy Tax | Purchasing Co-ops Newsletter Meetings/Conventions Toll-Free Line Grand Opening Online Support Security/Safety Procedures Field Operations Site Selection Proprietary Software Franchisee Intranet Platform |
| Succentrix Business Advisors | Newsletter Meetings/Conventions Grand Opening Online Support Security/Safety Procedures Field Operations Site Selection Proprietary Software |
| Marketing | |
| Happy Tax | Co-op Advertising Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing Loyalty program/app |
| Succentrix Business Advisors | Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing |
| Operations | |
| Happy Tax | |
| Succentrix Business Advisors | Number of Employees Required to Run: 1 |
Expansion Plans |
|
| US Expansion | |
| Happy Tax | |
| Succentrix Business Advisors | Nationwide, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming |
| Canada Expansion | |
| Happy Tax | |
| Succentrix Business Advisors | |
| International Expansion | |
| Happy Tax | |
| Succentrix Business Advisors | |