Start-Up Costs and Fees |
||
| CFO Systems | RetroTax | |
| Investment | 50000 - 50000 | 33450 - 46000 |
| Franchise Fee | ||
| Royalty Fee | 7% | |
| Advertising Fee | 2% | |
| Year Founded | 0 | 0 |
| Year Franchised | 0 | 0 |
| Term Of Agreement | ||
| Term Of Agreement | ||
| Renewal Fee | ||
Business Experience Requirements |
||
| CFO Systems | 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 |
||
| CFO Systems | RetroTax | |
| Franchise Fees | No | |
| Start-up Costs | No | |
| Equipment | No | |
| Inventory | No | |
| Receivables | No | |
| Payroll | No | |
Training & Support |
||
| CFO Systems | 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 |
||
| CFO Systems | 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 | |
| CFO Systems | |
| RetroTax | |
| Franchise Fee | |
| CFO Systems | |
| RetroTax | |
| Royalty Fee | |
| CFO Systems | 7% |
| RetroTax | |
| Advertising Fee | |
| CFO Systems | 2% |
| RetroTax | |
| Year Founded | |
| CFO Systems | 0 |
| RetroTax | 0 |
| Year Franchised | |
| CFO Systems | 0 |
| RetroTax | 0 |
| Term Of Agreement | |
| CFO Systems | |
| RetroTax | |
| Renewal Fee | |
| CFO Systems | |
| RetroTax | |
Business Experience Requirements |
|
| Experience | |
| CFO Systems | |
| 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 | |
| CFO Systems | |
| RetroTax | |
| Start-up Costs | |
| CFO Systems | |
| RetroTax | |
| Equipment | |
| CFO Systems} | |
| RetroTax | |
| Inventory | |
| CFO Systems | |
| RetroTax | |
| Receivables | |
| CFO Systems | |
| RetroTax | |
| Payroll | |
| CFO Systems | |
| RetroTax | |
Training & Support |
|
| Training | |
| CFO Systems | |
| 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 | |
| CFO Systems | |
| 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 | |
| CFO Systems | |
| RetroTax | |
| Operations | |
| CFO Systems | |
| RetroTax | |
Expansion Plans |
|
| US Expansion | |
| CFO Systems | 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 | |
| CFO Systems | |
| RetroTax | |
| International Expansion | |
| CFO Systems | |
| RetroTax | |