Start-Up Costs and Fees |
||
| Office Evolution | RetroTax | |
| Investment | 60825 - 1485150 | 33450 - 46000 |
| Franchise Fee | ||
| Royalty Fee | 7.50% | |
| Advertising Fee | 3% | |
| Year Founded | 2003 | 0 |
| Year Franchised | 2013 | 0 |
| Term Of Agreement | ||
| Term Of Agreement | ||
| Renewal Fee | ||
Business Experience Requirements |
||
| Office Evolution | RetroTax | |
| Experience | Franchisees must enjoy contributing to the success of their small business clients and fostering an environment that's positive, collaborative and supports that goal. The preferred candidate will be able to demonstrate a strong financial standing, sufficient liquidity and the resources necessary to develop a location/territory. To be considered for an Office Evolution franchise, you must meet the following requirements: *Have at least $150,000 in cash or liquid assets and total net worth of $300,000 *Provide $35,000 franchise fee per location | * Single-unit franchisees must live in proximity to the market area that they will service * Possess a minimum net worth of $150K, with $45K in liquidity * Strong interpersonal skills and/or sales experience at the C-level a strong plus |
Financing Options |
||
| Office Evolution | RetroTax | |
| Franchise Fees | No | |
| Start-up Costs | No | |
| Equipment | No | |
| Inventory | No | |
| Receivables | No | |
| Payroll | No | |
Training & Support |
||
| Office Evolution | RetroTax | |
| Training | We offer training updates for your staff On-The-Job Training: 15 hours Classroom Training: 25 hours | Initial Training consists of a combined 40 hours of classroom and in-field training. You'll learn the features and benefits of various tax credit programs, become familiar with our internal operations, and train with experienced field personnel. |
| Support | Office Evolution has established an expert support team that has developed the operational processes, experience and marketing that has built our concept to what it is today. Not only will you receive start-up support for the important aspects of the business including technology, phone systems, and real estate, you will continue to receive support after you open. We will hold regular conferences to provide updated tools and ideas, offer training updates for your staff and share new developments and experiences from other franchisees in other markets. 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 | Ongoing Support is provided to all franchisees. Our primary goal is to help you build your client base and become better every day, as a successful RetroTax franchisee. |
| Marketing | Co-op Advertising Ad Templates Regional Advertising Social media SEO Website development Email marketing | |
| Operations | Absentee Ownership Allowed Number of Employees Required to Run: 1 | |
Expansion Plans |
||
| Office Evolution | RetroTax | |
| 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 | Nationwide, Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland, Northwest Territories, Nova Scotia, Nunavut, Ontario, Prince Edward Island, Quebec, Saskatchewan, Yukon Territory | |
| International Expansion |
Start-Up Costs and Fees Mobile |
|
| Investment | |
| Office Evolution | |
| RetroTax | |
| Franchise Fee | |
| Office Evolution | |
| RetroTax | |
| Royalty Fee | |
| Office Evolution | 7.50% |
| RetroTax | |
| Advertising Fee | |
| Office Evolution | 3% |
| RetroTax | |
| Year Founded | |
| Office Evolution | 2003 |
| RetroTax | 0 |
| Year Franchised | |
| Office Evolution | 2013 |
| RetroTax | 0 |
| Term Of Agreement | |
| Office Evolution | |
| RetroTax | |
| Renewal Fee | |
| Office Evolution | |
| RetroTax | |
Business Experience Requirements |
|
| Experience | |
| Office Evolution | Franchisees must enjoy contributing to the success of their small business clients and fostering an environment that's positive, collaborative and supports that goal. The preferred candidate will be able to demonstrate a strong financial standing, sufficient liquidity and the resources necessary to develop a location/territory. To be considered for an Office Evolution franchise, you must meet the following requirements: *Have at least $150,000 in cash or liquid assets and total net worth of $300,000 *Provide $35,000 franchise fee per location |
| RetroTax | * Single-unit franchisees must live in proximity to the market area that they will service * Possess a minimum net worth of $150K, with $45K in liquidity * Strong interpersonal skills and/or sales experience at the C-level a strong plus |
Financing Options |
|
| Franchise Fees | |
| Office Evolution | |
| RetroTax | |
| Start-up Costs | |
| Office Evolution | |
| RetroTax | |
| Equipment | |
| Office Evolution} | |
| RetroTax | |
| Inventory | |
| Office Evolution | |
| RetroTax | |
| Receivables | |
| Office Evolution | |
| RetroTax | |
| Payroll | |
| Office Evolution | |
| RetroTax | |
Training & Support |
|
| Training | |
| Office Evolution | We offer training updates for your staff On-The-Job Training: 15 hours Classroom Training: 25 hours |
| RetroTax | Initial Training consists of a combined 40 hours of classroom and in-field training. You'll learn the features and benefits of various tax credit programs, become familiar with our internal operations, and train with experienced field personnel. |
| Support | |
| Office Evolution | Office Evolution has established an expert support team that has developed the operational processes, experience and marketing that has built our concept to what it is today. Not only will you receive start-up support for the important aspects of the business including technology, phone systems, and real estate, you will continue to receive support after you open. We will hold regular conferences to provide updated tools and ideas, offer training updates for your staff and share new developments and experiences from other franchisees in other markets. 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 |
| RetroTax | Ongoing Support is provided to all franchisees. Our primary goal is to help you build your client base and become better every day, as a successful RetroTax franchisee. |
| Marketing | |
| Office Evolution | Co-op Advertising Ad Templates Regional Advertising Social media SEO Website development Email marketing |
| RetroTax | |
| Operations | |
| Office Evolution | Absentee Ownership Allowed Number of Employees Required to Run: 1 |
| RetroTax | |
Expansion Plans |
|
| US Expansion | |
| Office Evolution | 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 |
| RetroTax | |
| Canada Expansion | |
| Office Evolution | Nationwide, Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland, Northwest Territories, Nova Scotia, Nunavut, Ontario, Prince Edward Island, Quebec, Saskatchewan, Yukon Territory |
| RetroTax | |
| International Expansion | |
| Office Evolution | |
| RetroTax | |