Start-Up Costs and Fees |
||
| The Comprehensive Financial Planning System | Asset Exchange Strategies | |
| Investment | 0 - 0 | 53700 - 177500 |
| Franchise Fee | ||
| Royalty Fee | $800 each IRA and $1250 each 401K plus %25 of Custodian Gross Income | |
| Advertising Fee | Up to 2% | |
| Year Founded | 1962 | 2000 |
| Year Franchised | 2004 | 2009 |
| Term Of Agreement | ||
| Term Of Agreement | ||
| Renewal Fee | ||
Business Experience Requirements |
||
| The Comprehensive Financial Planning System | Asset Exchange Strategies | |
| Experience | Strong sales and marketing Like to network Strategic planning Enjoy and work will with others Financially oriented career background | |
Financing Options |
||
| The Comprehensive Financial Planning System | Asset Exchange Strategies | |
| Franchise Fees | ||
| Start-up Costs | ||
| Equipment | ||
| Inventory | ||
| Receivables | ||
| Payroll | ||
Training & Support |
||
| The Comprehensive Financial Planning System | Asset Exchange Strategies | |
| Training | Our outstanding training covers day-to-day operations, client services, product pricing, technology, and marketing. AES custom designed software includes bookkeeping, payroll, record processing, security and more. | |
| Support | Consider our staff to be your back office. We are always ready to help find answers and provide solutions. Ongoing professional training several times a year at no cost to you. Marketing tools to help you attract new business. | |
| Marketing | ||
| Operations | ||
Expansion Plans |
||
| The Comprehensive Financial Planning System | Asset Exchange Strategies | |
| US Expansion | ||
| Canada Expansion | ||
| International Expansion |
Start-Up Costs and Fees Mobile |
|
| Investment | |
| The Comprehensive Financial Planning System | |
| Asset Exchange Strategies | |
| Franchise Fee | |
| The Comprehensive Financial Planning System | |
| Asset Exchange Strategies | |
| Royalty Fee | |
| The Comprehensive Financial Planning System | |
| Asset Exchange Strategies | $800 each IRA and $1250 each 401K plus %25 of Custodian Gross Income |
| Advertising Fee | |
| The Comprehensive Financial Planning System | |
| Asset Exchange Strategies | Up to 2% |
| Year Founded | |
| The Comprehensive Financial Planning System | 1962 |
| Asset Exchange Strategies | 2000 |
| Year Franchised | |
| The Comprehensive Financial Planning System | 2004 |
| Asset Exchange Strategies | 2009 |
| Term Of Agreement | |
| The Comprehensive Financial Planning System | |
| Asset Exchange Strategies | 10 years |
| Renewal Fee | |
| The Comprehensive Financial Planning System | |
| Asset Exchange Strategies | |
Business Experience Requirements |
|
| Experience | |
| The Comprehensive Financial Planning System | |
| Asset Exchange Strategies | Strong sales and marketing Like to network Strategic planning Enjoy and work will with others Financially oriented career background |
Financing Options |
|
| Franchise Fees | |
| The Comprehensive Financial Planning System | |
| Asset Exchange Strategies | |
| Start-up Costs | |
| The Comprehensive Financial Planning System | |
| Asset Exchange Strategies | |
| Equipment | |
| The Comprehensive Financial Planning System} | |
| Asset Exchange Strategies | |
| Inventory | |
| The Comprehensive Financial Planning System | |
| Asset Exchange Strategies | |
| Receivables | |
| The Comprehensive Financial Planning System | |
| Asset Exchange Strategies | |
| Payroll | |
| The Comprehensive Financial Planning System | |
| Asset Exchange Strategies | |
Training & Support |
|
| Training | |
| The Comprehensive Financial Planning System | |
| Asset Exchange Strategies | Our outstanding training covers day-to-day operations, client services, product pricing, technology, and marketing. AES custom designed software includes bookkeeping, payroll, record processing, security and more. |
| Support | |
| The Comprehensive Financial Planning System | |
| Asset Exchange Strategies | Consider our staff to be your back office. We are always ready to help find answers and provide solutions. Ongoing professional training several times a year at no cost to you. Marketing tools to help you attract new business. |
| Marketing | |
| The Comprehensive Financial Planning System | |
| Asset Exchange Strategies | |
| Operations | |
| The Comprehensive Financial Planning System | |
| Asset Exchange Strategies | |
Expansion Plans |
|
| US Expansion | |
| The Comprehensive Financial Planning System | |
| Asset Exchange Strategies | |
| Canada Expansion | |
| The Comprehensive Financial Planning System | |
| Asset Exchange Strategies | |
| International Expansion | |
| The Comprehensive Financial Planning System | |
| Asset Exchange Strategies | |