Start-Up Costs and Fees |
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| Listo Tax Solutions | Umbrella Financial Services | |
| Investment | 55200 - 92200 | 199 - 199 |
| Franchise Fee | ||
| Royalty Fee | 11.50% | |
| Advertising Fee | ||
| Year Founded | 1996 | 2011 |
| Year Franchised | 2009 | 2011 |
| Term Of Agreement | ||
| Term Of Agreement | ||
| Renewal Fee | ||
Business Experience Requirements |
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| Listo Tax Solutions | Umbrella Financial Services | |
| Experience | ||
Financing Options |
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| Listo Tax Solutions | Umbrella Financial Services | |
| Franchise Fees | ||
| Start-up Costs | ||
| Equipment | ||
| Inventory | ||
| Receivables | ||
| Payroll | ||
Training & Support |
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| Listo Tax Solutions | Umbrella Financial Services | |
| Training | Available at headquarters: 5 days. | |
| Support | Newsletter, Meetings, Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives | |
| Marketing | ||
| Operations | *33% of all franchisees own more than one unit. *Number of employees needed to run franchised unit: 3. *Absentee ownership of franchise is allowed. (100% of current franchisees are owner/operators). | |
Expansion Plans |
||
| Listo Tax Solutions | Umbrella Financial Services | |
| 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 | 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 | |
| Listo Tax Solutions | |
| Umbrella Financial Services | |
| Franchise Fee | |
| Listo Tax Solutions | |
| Umbrella Financial Services | |
| Royalty Fee | |
| Listo Tax Solutions | 11.50% |
| Umbrella Financial Services | |
| Advertising Fee | |
| Listo Tax Solutions | |
| Umbrella Financial Services | |
| Year Founded | |
| Listo Tax Solutions | 1996 |
| Umbrella Financial Services | 2011 |
| Year Franchised | |
| Listo Tax Solutions | 2009 |
| Umbrella Financial Services | 2011 |
| Term Of Agreement | |
| Listo Tax Solutions | 10 years |
| Umbrella Financial Services | |
| Renewal Fee | |
| Listo Tax Solutions | |
| Umbrella Financial Services | |
Business Experience Requirements |
|
| Experience | |
| Listo Tax Solutions | |
| Umbrella Financial Services | |
Financing Options |
|
| Franchise Fees | |
| Listo Tax Solutions | |
| Umbrella Financial Services | |
| Start-up Costs | |
| Listo Tax Solutions | |
| Umbrella Financial Services | |
| Equipment | |
| Listo Tax Solutions} | |
| Umbrella Financial Services | |
| Inventory | |
| Listo Tax Solutions | |
| Umbrella Financial Services | |
| Receivables | |
| Listo Tax Solutions | |
| Umbrella Financial Services | |
| Payroll | |
| Listo Tax Solutions | |
| Umbrella Financial Services | |
Training & Support |
|
| Training | |
| Listo Tax Solutions | Available at headquarters: 5 days. |
| Umbrella Financial Services | |
| Support | |
| Listo Tax Solutions | Newsletter, Meetings, Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives |
| Umbrella Financial Services | |
| Marketing | |
| Listo Tax Solutions | |
| Umbrella Financial Services | |
| Operations | |
| Listo Tax Solutions | *33% of all franchisees own more than one unit. *Number of employees needed to run franchised unit: 3. *Absentee ownership of franchise is allowed. (100% of current franchisees are owner/operators). |
| Umbrella Financial Services | |
Expansion Plans |
|
| US Expansion | |
| Listo Tax Solutions | 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 |
| Umbrella Financial Services | 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 | |
| Listo Tax Solutions | |
| Umbrella Financial Services | |
| International Expansion | |
| Listo Tax Solutions | |
| Umbrella Financial Services | |