Umbrella Financial Services vs Succentrix Business Advisors Franchise Comparison

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

Start-Up Costs and Fees

  Umbrella Financial Services Succentrix Business Advisors
Investment 199 - 199 38600 - 49700
Franchise Fee
Royalty Fee 7%
Advertising Fee 1%
Year Founded 2011 2014
Year Franchised 2011 2015
Term Of Agreement
Term Of Agreement
Renewal Fee


Business Experience Requirements

  Umbrella Financial Services Succentrix Business Advisors
Experience

Financing Options

  Umbrella Financial Services Succentrix Business Advisors
 
Franchise Fees
Start-up Costs
Equipment
Inventory
Receivables
Payroll

Training & Support

  Umbrella Financial Services Succentrix Business Advisors
Training Classroom Training: 40 hours
Support Newsletter Meetings/Conventions Grand Opening Online Support Security/Safety Procedures Field Operations Site Selection Proprietary Software
Marketing Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing
Operations Number of Employees Required to Run: 1

Expansion Plans

  Umbrella Financial Services Succentrix Business Advisors
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
International Expansion

Start-Up Costs and Fees Mobile

Investment
Umbrella Financial Services
Succentrix Business Advisors
Franchise Fee
Umbrella Financial Services
Succentrix Business Advisors
Royalty Fee
Umbrella Financial Services
Succentrix Business Advisors 7%
Advertising Fee
Umbrella Financial Services
Succentrix Business Advisors 1%
Year Founded
Umbrella Financial Services 2011
Succentrix Business Advisors 2014
Year Franchised
Umbrella Financial Services 2011
Succentrix Business Advisors 2015
Term Of Agreement
Umbrella Financial Services
Succentrix Business Advisors
Renewal Fee
Umbrella Financial Services
Succentrix Business Advisors


Business Experience Requirements

Experience
Umbrella Financial Services
Succentrix Business Advisors

Financing Options

 
Franchise Fees
Umbrella Financial Services
Succentrix Business Advisors
Start-up Costs
Umbrella Financial Services
Succentrix Business Advisors
Equipment
Umbrella Financial Services}
Succentrix Business Advisors
Inventory
Umbrella Financial Services
Succentrix Business Advisors
Receivables
Umbrella Financial Services
Succentrix Business Advisors
Payroll
Umbrella Financial Services
Succentrix Business Advisors

Training & Support

Training
Umbrella Financial Services
Succentrix Business Advisors Classroom Training: 40 hours
Support
Umbrella Financial Services
Succentrix Business Advisors Newsletter Meetings/Conventions Grand Opening Online Support Security/Safety Procedures Field Operations Site Selection Proprietary Software
Marketing
Umbrella Financial Services
Succentrix Business Advisors Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing
Operations
Umbrella Financial Services
Succentrix Business Advisors Number of Employees Required to Run: 1

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
Succentrix Business Advisors 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
Succentrix Business Advisors
International Expansion
Umbrella Financial Services
Succentrix Business Advisors