Umbrella Financial Services vs H & R Block Franchise Comparison

Below is an in-depth analysis and side-by-side comparison of Umbrella Financial Services vs H & R Block including start-up costs and fees, business experience requirements, training & support and financing options.

Start-Up Costs and Fees
  Umbrella Financial Services H & R Block
Investment 199 - 199 31501 - 149398
Franchise Fee
Royalty Fee 30%
Advertising Fee No Advertising Fees
Year Founded 2011 1955
Year Franchised 2011 1958
Term Of Agreement
Term Of Agreement
Renewal Fee


Business Experience Requirements
  Umbrella Financial Services H & R Block
Experience

Financing Options
  Umbrella Financial Services H & R Block
 
Franchise Fees
Start-up Costs Yes
Equipment Yes
Inventory Yes
Receivables Yes
Payroll Yes

Training & Support
  Umbrella Financial Services H & R Block
Training On-The-Job Training: Up to 300 hours Classroom Training: 36 hours Additional Training: Regional training, year-round; ongoing online training
Support 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
Marketing Co-op Advertising Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing Loyalty program/app
Operations

Expansion Plans
  Umbrella Financial Services H & R Block
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 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 0
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
Umbrella Financial Services
H & R Block
Franchise Fee
Umbrella Financial Services
H & R Block
Royalty Fee
Umbrella Financial Services
H & R Block 30%
Advertising Fee
Umbrella Financial Services
H & R Block No Advertising Fees
Year Founded
Umbrella Financial Services 2011
H & R Block 1955
Year Franchised
Umbrella Financial Services 2011
H & R Block 1958
Term Of Agreement
Umbrella Financial Services
H & R Block
Renewal Fee
Umbrella Financial Services
H & R Block


Business Experience Requirements
Experience
Umbrella Financial Services
H & R Block

Financing Options
 
Franchise Fees
Umbrella Financial Services
H & R Block
Start-up Costs
Umbrella Financial Services
H & R Block
Equipment
Umbrella Financial Services}
H & R Block
Inventory
Umbrella Financial Services
H & R Block
Receivables
Umbrella Financial Services
H & R Block
Payroll
Umbrella Financial Services
H & R Block

Training & Support
Training
Umbrella Financial Services
H & R Block On-The-Job Training: Up to 300 hours Classroom Training: 36 hours Additional Training: Regional training, year-round; ongoing online training
Support
Umbrella Financial Services
H & R Block 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
Marketing
Umbrella Financial Services
H & R Block Co-op Advertising Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing Loyalty program/app
Operations
Umbrella Financial Services
H & R Block

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
H & R Block 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
Umbrella Financial Services
H & R Block 0
International Expansion
Umbrella Financial Services
H & R Block 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