Start-Up Costs and Fees |
||
| Happy Tax | Umbrella Financial Services | |
| Investment | 30400 - 66500 | 199 - 199 |
| Franchise Fee | ||
| Royalty Fee | 10%-20% | |
| Advertising Fee | 2% | |
| Year Founded | 2014 | 2011 |
| Year Franchised | 2015 | 2011 |
| Term Of Agreement | ||
| Term Of Agreement | ||
| Renewal Fee | ||
Business Experience Requirements |
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| Happy Tax | Umbrella Financial Services | |
| Experience | ||
Financing Options |
||
| Happy Tax | Umbrella Financial Services | |
| Franchise Fees | Yes | |
| Start-up Costs | Yes | |
| Equipment | Yes | |
| Inventory | Yes | |
| Receivables | Yes | |
| Payroll | Yes | |
Training & Support |
||
| Happy Tax | Umbrella Financial Services | |
| Training | On-The-Job Training: 10 hours Classroom Training: 30 hours Additional Training: Via webinar | |
| 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 |
||
| Happy Tax | Umbrella Financial Services | |
| 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 | |
| Happy Tax | |
| Umbrella Financial Services | |
| Franchise Fee | |
| Happy Tax | |
| Umbrella Financial Services | |
| Royalty Fee | |
| Happy Tax | 10%-20% |
| Umbrella Financial Services | |
| Advertising Fee | |
| Happy Tax | 2% |
| Umbrella Financial Services | |
| Year Founded | |
| Happy Tax | 2014 |
| Umbrella Financial Services | 2011 |
| Year Franchised | |
| Happy Tax | 2015 |
| Umbrella Financial Services | 2011 |
| Term Of Agreement | |
| Happy Tax | |
| Umbrella Financial Services | |
| Renewal Fee | |
| Happy Tax | |
| Umbrella Financial Services | |
Business Experience Requirements |
|
| Experience | |
| Happy Tax | |
| Umbrella Financial Services | |
Financing Options |
|
| Franchise Fees | |
| Happy Tax | Yes |
| Umbrella Financial Services | Yes |
| Start-up Costs | |
| Happy Tax | |
| Umbrella Financial Services | |
| Equipment | |
| Happy Tax} | |
| Umbrella Financial Services | |
| Inventory | |
| Happy Tax | |
| Umbrella Financial Services | |
| Receivables | |
| Happy Tax | |
| Umbrella Financial Services | |
| Payroll | |
| Happy Tax | |
| Umbrella Financial Services | |
Training & Support |
|
| Training | |
| Happy Tax | On-The-Job Training: 10 hours Classroom Training: 30 hours Additional Training: Via webinar |
| Umbrella Financial Services | |
| Support | |
| Happy Tax | 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 |
| Umbrella Financial Services | |
| Marketing | |
| Happy Tax | Co-op Advertising Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing Loyalty program/app |
| Umbrella Financial Services | |
| Operations | |
| Happy Tax | |
| Umbrella Financial Services | |
Expansion Plans |
|
| US Expansion | |
| Happy Tax | |
| 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 |
| Canada Expansion | |
| Happy Tax | |
| Umbrella Financial Services | |
| International Expansion | |
| Happy Tax | |
| Umbrella Financial Services | |