Start-Up Costs and Fees |
||
| Utility Connect | RetroTax | |
| Investment | 0 - 0 | 33450 - 46000 |
| Franchise Fee | ||
| Royalty Fee | ||
| Advertising Fee | ||
| Year Founded | 2013 | 0 |
| Year Franchised | 2013 | 0 |
| Term Of Agreement | ||
| Term Of Agreement | ||
| Renewal Fee | ||
Business Experience Requirements |
||
| Utility Connect | 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 |
||
| Utility Connect | RetroTax | |
| Franchise Fees | No | |
| Start-up Costs | No | |
| Equipment | No | |
| Inventory | No | |
| Receivables | No | |
| Payroll | No | |
Training & Support |
||
| Utility Connect | RetroTax | |
| 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 | 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 | ||
| Operations | ||
Expansion Plans |
||
| Utility Connect | 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 | Worldwide, |
Start-Up Costs and Fees Mobile |
|
| Investment | |
| Utility Connect | |
| RetroTax | |
| Franchise Fee | |
| Utility Connect | |
| RetroTax | |
| Royalty Fee | |
| Utility Connect | |
| RetroTax | |
| Advertising Fee | |
| Utility Connect | |
| RetroTax | |
| Year Founded | |
| Utility Connect | 2013 |
| RetroTax | 0 |
| Year Franchised | |
| Utility Connect | 2013 |
| RetroTax | 0 |
| Term Of Agreement | |
| Utility Connect | |
| RetroTax | |
| Renewal Fee | |
| Utility Connect | |
| RetroTax | |
Business Experience Requirements |
|
| Experience | |
| Utility Connect | |
| 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 | |
| Utility Connect | |
| RetroTax | |
| Start-up Costs | |
| Utility Connect | |
| RetroTax | |
| Equipment | |
| Utility Connect} | |
| RetroTax | |
| Inventory | |
| Utility Connect | |
| RetroTax | |
| Receivables | |
| Utility Connect | |
| RetroTax | |
| Payroll | |
| Utility Connect | |
| RetroTax | |
Training & Support |
|
| Training | |
| Utility Connect | |
| 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 | |
| Utility Connect | |
| 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 | |
| Utility Connect | |
| RetroTax | |
| Operations | |
| Utility Connect | |
| RetroTax | |
Expansion Plans |
|
| US Expansion | |
| Utility Connect | 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 | |
| Utility Connect | |
| RetroTax | |
| International Expansion | |
| Utility Connect | Worldwide, |
| RetroTax | |