Start-Up Costs and Fees |
||
| Social Xpand | RetroTax | |
| Investment | 299 - 299 | 33450 - 46000 |
| Franchise Fee | ||
| Royalty Fee | ||
| Advertising Fee | ||
| Year Founded | 2011 | 0 |
| Year Franchised | 2016 | 0 |
| Term Of Agreement | ||
| Term Of Agreement | ||
| Renewal Fee | ||
Business Experience Requirements |
||
| Social Xpand | RetroTax | |
| Experience | * 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 |
||
| Social Xpand | RetroTax | |
| Franchise Fees | No | |
| Start-up Costs | No | |
| Equipment | No | |
| Inventory | No | |
| Receivables | No | |
| Payroll | No | |
Training & Support |
||
| Social Xpand | RetroTax | |
| Training | 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 | 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 | ||
| Operations | ||
Expansion Plans |
||
| Social Xpand | 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 | ||
| International Expansion | Worldwide, Afghanistan, Albania, Algeria, American Samoa, Andorra, Anguilla, Antigua & Barbuda, Argentina, Aruba, Australia, Austria, Azores, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium, Belize, Benin, Bermuda, Bolivia, Bonaire, Bosnia, Botswana, Brazil, British Virgin Islands, Brunei, Bulgaria, Burkina Faso, Burundi, Cambodia, Cameroon, Canada, Canary Islands, Cape Verde Islands, Cayman Islands, Central African Republic, Chad, Channel Islands, Chile, China, Colombia, Congo, Cook Islands, Costa Rica, Croatia, Curacao, Cyprus, Czech Republic, Denmark, Djibouti, Dominica, Dominican Republic, Ecuador, Egypt, El Salvador, England, Equitorial Guinea, Eritrea, Estonia, Ethiopia, Faeroe Islands, Federated States of Micronesia, Fiji, Finland, France, French Guiana, French Polynesia, Gabon, Gambia, Georgia, Germany, Ghana, Gibraltar, Greece, Greenland, Grenada, Guadeloupe, Guam, Guatemala, Guinea, Guinea-Bissau, Guyana, Haiti, Holland, Honduras, Hong Kong, Hungary, Iceland, India, Indonesia, Ireland, Israel, Italy, Ivory Coast, Jamaica, Japan, Jordan, Kazakhstan, Kenya, Kiribati, Kosrae, Kuwait, Kyrgyzstan, Laos, Latvia, Lebanon, Lesotho, Liberia, Liechtenstein, Lithuania, Luxembourg, Macau, Macedonia, Madagascar, Madeira, Malawi, Malaysia, Maldives, Mali, Malta, Marshall Islands, Martinique, Mauritania, Mauritius, Mexico, Moldova, Monaco, Montserrat, Morocco, Mozambique, Myanmar, Namibia, Nepal, Netherlands, Netherlands Antilles, New Caledonia, New Zealand, Nicaragua, Niger, Nigeria, Norfolk Island, Northern Ireland, Northern Mariana Islands, Norway, Oman, Pakistan, Palau, Panama, Papua New Guinea, Paraguay, Peru, Philippines, Poland, Ponape, Portugal, Puerto Rico, Qatar, Republic of Yemen, Reunion, Romania, Rota, Russia, Rwanda, Saba, Saipan, Saudi Arabia, Scotland, Senegal, Seychelles, Sierra Leone, Singapore, Slovakia, Slovenia, Solomon Islands, South Africa, South Korea, Spain, Sri Lanka, St. Barthelemy, St. Christopher, St. Croix, St. Eustatius, St. John, St. Kitts & Nevis, St. Lucia, St. Maarten, St. Martin, St. Thomas, St. Vincent & the Grenadines, Sudan, Suriname, Swaziland, Sweden, Switzerland, Syria, Tahiti, Taiwan, Tajikistan, Tanzania, Thailand, Tinian, Togo, Tonga, Tortola, Trinidad & Tobago, Truk, Tunisia, Turkey, Turks & Caicos Islands, Tuvalu, Uganda, Ukraine, Union Island, United Arab Emirates, United Kingdom, United States, Uruguay, US Virgin Islands, Uzbekistan, Vanuatu, Venezuela, Vietnam, Virgin Gorda, Wake Island, Wales, Wallis & Futuna Islands, Western Samoa, Yap, Yugoslavia, Zaire, Zambia, Zimbabwe |
Start-Up Costs and Fees Mobile |
|
| Investment | |
| Social Xpand | |
| RetroTax | |
| Franchise Fee | |
| Social Xpand | |
| RetroTax | |
| Royalty Fee | |
| Social Xpand | |
| RetroTax | |
| Advertising Fee | |
| Social Xpand | |
| RetroTax | |
| Year Founded | |
| Social Xpand | 2011 |
| RetroTax | 0 |
| Year Franchised | |
| Social Xpand | 2016 |
| RetroTax | 0 |
| Term Of Agreement | |
| Social Xpand | |
| RetroTax | |
| Renewal Fee | |
| Social Xpand | |
| RetroTax | |
Business Experience Requirements |
|
| Experience | |
| Social Xpand | |
| 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 | |
| Social Xpand | |
| RetroTax | |
| Start-up Costs | |
| Social Xpand | |
| RetroTax | |
| Equipment | |
| Social Xpand} | |
| RetroTax | |
| Inventory | |
| Social Xpand | |
| RetroTax | |
| Receivables | |
| Social Xpand | |
| RetroTax | |
| Payroll | |
| Social Xpand | |
| RetroTax | |
Training & Support |
|
| Training | |
| Social Xpand | |
| 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 | |
| Social Xpand | |
| 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 | |
| Social Xpand | |
| RetroTax | |
| Operations | |
| Social Xpand | |
| RetroTax | |
Expansion Plans |
|
| US Expansion | |
| Social Xpand | 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 | |
| Social Xpand | |
| RetroTax | |
| International Expansion | |
| Social Xpand | Worldwide, Afghanistan, Albania, Algeria, American Samoa, Andorra, Anguilla, Antigua & Barbuda, Argentina, Aruba, Australia, Austria, Azores, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium, Belize, Benin, Bermuda, Bolivia, Bonaire, Bosnia, Botswana, Brazil, British Virgin Islands, Brunei, Bulgaria, Burkina Faso, Burundi, Cambodia, Cameroon, Canada, Canary Islands, Cape Verde Islands, Cayman Islands, Central African Republic, Chad, Channel Islands, Chile, China, Colombia, Congo, Cook Islands, Costa Rica, Croatia, Curacao, Cyprus, Czech Republic, Denmark, Djibouti, Dominica, Dominican Republic, Ecuador, Egypt, El Salvador, England, Equitorial Guinea, Eritrea, Estonia, Ethiopia, Faeroe Islands, Federated States of Micronesia, Fiji, Finland, France, French Guiana, French Polynesia, Gabon, Gambia, Georgia, Germany, Ghana, Gibraltar, Greece, Greenland, Grenada, Guadeloupe, Guam, Guatemala, Guinea, Guinea-Bissau, Guyana, Haiti, Holland, Honduras, Hong Kong, Hungary, Iceland, India, Indonesia, Ireland, Israel, Italy, Ivory Coast, Jamaica, Japan, Jordan, Kazakhstan, Kenya, Kiribati, Kosrae, Kuwait, Kyrgyzstan, Laos, Latvia, Lebanon, Lesotho, Liberia, Liechtenstein, Lithuania, Luxembourg, Macau, Macedonia, Madagascar, Madeira, Malawi, Malaysia, Maldives, Mali, Malta, Marshall Islands, Martinique, Mauritania, Mauritius, Mexico, Moldova, Monaco, Montserrat, Morocco, Mozambique, Myanmar, Namibia, Nepal, Netherlands, Netherlands Antilles, New Caledonia, New Zealand, Nicaragua, Niger, Nigeria, Norfolk Island, Northern Ireland, Northern Mariana Islands, Norway, Oman, Pakistan, Palau, Panama, Papua New Guinea, Paraguay, Peru, Philippines, Poland, Ponape, Portugal, Puerto Rico, Qatar, Republic of Yemen, Reunion, Romania, Rota, Russia, Rwanda, Saba, Saipan, Saudi Arabia, Scotland, Senegal, Seychelles, Sierra Leone, Singapore, Slovakia, Slovenia, Solomon Islands, South Africa, South Korea, Spain, Sri Lanka, St. Barthelemy, St. Christopher, St. Croix, St. Eustatius, St. John, St. Kitts & Nevis, St. Lucia, St. Maarten, St. Martin, St. Thomas, St. Vincent & the Grenadines, Sudan, Suriname, Swaziland, Sweden, Switzerland, Syria, Tahiti, Taiwan, Tajikistan, Tanzania, Thailand, Tinian, Togo, Tonga, Tortola, Trinidad & Tobago, Truk, Tunisia, Turkey, Turks & Caicos Islands, Tuvalu, Uganda, Ukraine, Union Island, United Arab Emirates, United Kingdom, United States, Uruguay, US Virgin Islands, Uzbekistan, Vanuatu, Venezuela, Vietnam, Virgin Gorda, Wake Island, Wales, Wallis & Futuna Islands, Western Samoa, Yap, Yugoslavia, Zaire, Zambia, Zimbabwe |
| RetroTax | |