Start-Up Costs and Fees |
||
| Umbrella Financial Services | Electronic Tax Filers | |
| Investment | 199 - 199 | 22000 - 22000 |
| Franchise Fee | 0 | |
| Royalty Fee | 8% | |
| Advertising Fee | ||
| Year Founded | 2011 | 1990 |
| Year Franchised | 2011 | 1991 |
| Term Of Agreement | ||
| Term Of Agreement | ||
| Renewal Fee | ||
Business Experience Requirements |
||
| Umbrella Financial Services | Electronic Tax Filers | |
| Experience | General business experience | |
Financing Options |
||
| Umbrella Financial Services | Electronic Tax Filers | |
| Franchise Fees | Yes | |
| Start-up Costs | No | |
| Equipment | No | |
| Inventory | No | |
| Receivables | No | |
| Payroll | No | |
Training & Support |
||
| Umbrella Financial Services | Electronic Tax Filers | |
| Training | Variable | |
| Support | Meetings, Toll-free phone line, Grand opening, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives | |
| Marketing | Co-op advertising, Ad slicks, Regional advertising | |
| Operations | 29% of all franchisees own more than one unit Number of employees needed to run franchised unit: 2 - 3 Absentee ownership of franchise is NOT allowed. (100% of current franchisees are owner/operators) | |
Expansion Plans |
||
| Umbrella Financial Services | Electronic Tax Filers | |
| 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 | |
| Umbrella Financial Services | |
| Electronic Tax Filers | |
| Franchise Fee | |
| Umbrella Financial Services | |
| Electronic Tax Filers | |
| Royalty Fee | |
| Umbrella Financial Services | |
| Electronic Tax Filers | 8% |
| Advertising Fee | |
| Umbrella Financial Services | |
| Electronic Tax Filers | |
| Year Founded | |
| Umbrella Financial Services | 2011 |
| Electronic Tax Filers | 1990 |
| Year Franchised | |
| Umbrella Financial Services | 2011 |
| Electronic Tax Filers | 1991 |
| Term Of Agreement | |
| Umbrella Financial Services | |
| Electronic Tax Filers | 3 years |
| Renewal Fee | |
| Umbrella Financial Services | |
| Electronic Tax Filers | $15K |
Business Experience Requirements |
|
| Experience | |
| Umbrella Financial Services | |
| Electronic Tax Filers | General business experience |
Financing Options |
|
| Franchise Fees | |
| Umbrella Financial Services | |
| Electronic Tax Filers | |
| Start-up Costs | |
| Umbrella Financial Services | |
| Electronic Tax Filers | |
| Equipment | |
| Umbrella Financial Services} | |
| Electronic Tax Filers | |
| Inventory | |
| Umbrella Financial Services | |
| Electronic Tax Filers | |
| Receivables | |
| Umbrella Financial Services | |
| Electronic Tax Filers | |
| Payroll | |
| Umbrella Financial Services | |
| Electronic Tax Filers | |
Training & Support |
|
| Training | |
| Umbrella Financial Services | |
| Electronic Tax Filers | Variable |
| Support | |
| Umbrella Financial Services | |
| Electronic Tax Filers | Meetings, Toll-free phone line, Grand opening, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives |
| Marketing | |
| Umbrella Financial Services | |
| Electronic Tax Filers | Co-op advertising, Ad slicks, Regional advertising |
| Operations | |
| Umbrella Financial Services | |
| Electronic Tax Filers | 29% of all franchisees own more than one unit Number of employees needed to run franchised unit: 2 - 3 Absentee ownership of franchise is NOT allowed. (100% of current franchisees are owner/operators) |
Expansion Plans |
|
| US Expansion | |
| 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 |
| Electronic Tax Filers | |
| Canada Expansion | |
| Umbrella Financial Services | |
| Electronic Tax Filers | |
| International Expansion | |
| Umbrella Financial Services | |
| Electronic Tax Filers | |