Start-Up Costs and Fees |
||
| Supporting Strategies | RetroTax | |
| Investment | 77930 - 103190 | 33450 - 46000 |
| Franchise Fee | ||
| Royalty Fee | 10% | |
| Advertising Fee | 2% | |
| Year Founded | 2004 | 0 |
| Year Franchised | 2013 | 0 |
| Term Of Agreement | ||
| Term Of Agreement | ||
| Renewal Fee | ||
Business Experience Requirements |
||
| Supporting Strategies | 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 |
||
| Supporting Strategies | RetroTax | |
| Franchise Fees | No | |
| Start-up Costs | No | |
| Equipment | No | |
| Inventory | No | |
| Receivables | No | |
| Payroll | No | |
Training & Support |
||
| Supporting Strategies | RetroTax | |
| Training | On-The-Job Training: 23 hours Classroom Training: 12 hours Additional Training: Online 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 | Purchasing Co-ops Newsletter Meetings/Conventions Toll-Free Line Grand Opening Online Support Security/Safety Procedures Field Operations 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 Social media SEO Website development Email marketing Loyalty program/app | |
| Operations | ||
Expansion Plans |
||
| Supporting Strategies | 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 |
Start-Up Costs and Fees Mobile |
|
| Investment | |
| Supporting Strategies | |
| RetroTax | |
| Franchise Fee | |
| Supporting Strategies | |
| RetroTax | |
| Royalty Fee | |
| Supporting Strategies | 10% |
| RetroTax | |
| Advertising Fee | |
| Supporting Strategies | 2% |
| RetroTax | |
| Year Founded | |
| Supporting Strategies | 2004 |
| RetroTax | 0 |
| Year Franchised | |
| Supporting Strategies | 2013 |
| RetroTax | 0 |
| Term Of Agreement | |
| Supporting Strategies | |
| RetroTax | |
| Renewal Fee | |
| Supporting Strategies | |
| RetroTax | |
Business Experience Requirements |
|
| Experience | |
| Supporting Strategies | |
| 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 | |
| Supporting Strategies | |
| RetroTax | |
| Start-up Costs | |
| Supporting Strategies | |
| RetroTax | |
| Equipment | |
| Supporting Strategies} | |
| RetroTax | |
| Inventory | |
| Supporting Strategies | |
| RetroTax | |
| Receivables | |
| Supporting Strategies | |
| RetroTax | |
| Payroll | |
| Supporting Strategies | |
| RetroTax | |
Training & Support |
|
| Training | |
| Supporting Strategies | On-The-Job Training: 23 hours Classroom Training: 12 hours Additional Training: Online training |
| 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 | |
| Supporting Strategies | Purchasing Co-ops Newsletter Meetings/Conventions Toll-Free Line Grand Opening Online Support Security/Safety Procedures Field Operations 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 | |
| Supporting Strategies | Co-op Advertising Ad Templates Social media SEO Website development Email marketing Loyalty program/app |
| RetroTax | |
| Operations | |
| Supporting Strategies | |
| RetroTax | |
Expansion Plans |
|
| US Expansion | |
| Supporting Strategies | 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 | |
| Supporting Strategies | |
| RetroTax | |
| International Expansion | |
| Supporting Strategies | |
| RetroTax | |