Start-Up Costs and Fees |
||
| CEO Focus | RetroTax | |
| Investment | 41500 - 63000 | 33450 - 46000 |
| Franchise Fee | ||
| Royalty Fee | ||
| Advertising Fee | ||
| Year Founded | 2001 | 0 |
| Year Franchised | 2007 | 0 |
| Term Of Agreement | ||
| Term Of Agreement | ||
| Renewal Fee | ||
Business Experience Requirements |
||
| CEO Focus | 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 |
||
| CEO Focus | RetroTax | |
| Franchise Fees | No | |
| Start-up Costs | No | |
| Equipment | No | |
| Inventory | No | |
| Receivables | No | |
| Payroll | No | |
Training & Support |
||
| CEO Focus | 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 |
||
| CEO Focus | 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 |
Start-Up Costs and Fees Mobile |
|
| Investment | |
| CEO Focus | |
| RetroTax | |
| Franchise Fee | |
| CEO Focus | |
| RetroTax | |
| Royalty Fee | |
| CEO Focus | |
| RetroTax | |
| Advertising Fee | |
| CEO Focus | |
| RetroTax | |
| Year Founded | |
| CEO Focus | 2001 |
| RetroTax | 0 |
| Year Franchised | |
| CEO Focus | 2007 |
| RetroTax | 0 |
| Term Of Agreement | |
| CEO Focus | |
| RetroTax | |
| Renewal Fee | |
| CEO Focus | |
| RetroTax | |
Business Experience Requirements |
|
| Experience | |
| CEO Focus | |
| 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 | |
| CEO Focus | |
| RetroTax | |
| Start-up Costs | |
| CEO Focus | |
| RetroTax | |
| Equipment | |
| CEO Focus} | |
| RetroTax | |
| Inventory | |
| CEO Focus | |
| RetroTax | |
| Receivables | |
| CEO Focus | |
| RetroTax | |
| Payroll | |
| CEO Focus | |
| RetroTax | |
Training & Support |
|
| Training | |
| CEO Focus | |
| 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 | |
| CEO Focus | |
| 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 | |
| CEO Focus | |
| RetroTax | |
| Operations | |
| CEO Focus | |
| RetroTax | |
Expansion Plans |
|
| US Expansion | |
| CEO Focus | 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 | |
| CEO Focus | |
| RetroTax | |
| International Expansion | |
| CEO Focus | |
| RetroTax | |