Start-Up Costs and Fees |
||
| RetroTax | BtoB Connect | |
| Investment | 33450 - 46000 | 20000 - 30000 |
| Franchise Fee | ||
| Royalty Fee | $50 per chapter/per mo plus administration fee $150/mo | |
| Advertising Fee | ||
| Year Founded | 0 | 2005 |
| Year Franchised | 0 | 2008 |
| Term Of Agreement | ||
| Term Of Agreement | ||
| Renewal Fee | ||
Business Experience Requirements |
||
| RetroTax | BtoB Connect | |
| 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 |
||
| RetroTax | BtoB Connect | |
| Franchise Fees | No | |
| Start-up Costs | No | |
| Equipment | No | |
| Inventory | No | |
| Receivables | No | |
| Payroll | No | |
Training & Support |
||
| RetroTax | BtoB Connect | |
| 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. | Online and by video conference. Launch of your local area by franchisor. |
| 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. | Centralized accounting/collection Centralized membership administration Member portal online Automated member communications/correspondence Online referral engine Member2Member benefits |
| Marketing | Online website. Email mailings. Additional Services: Grand Opening, online website. | |
| Operations | Average Number of Employees: 1 Part-time. Passive Ownership: Allowed. | |
Expansion Plans |
||
| RetroTax | BtoB Connect | |
| 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 | |
| RetroTax | |
| BtoB Connect | |
| Franchise Fee | |
| RetroTax | |
| BtoB Connect | |
| Royalty Fee | |
| RetroTax | |
| BtoB Connect | $50 per chapter/per mo plus administration fee $150/mo |
| Advertising Fee | |
| RetroTax | |
| BtoB Connect | |
| Year Founded | |
| RetroTax | 0 |
| BtoB Connect | 2005 |
| Year Franchised | |
| RetroTax | 0 |
| BtoB Connect | 2008 |
| Term Of Agreement | |
| RetroTax | |
| BtoB Connect | 5 or 10 years |
| Renewal Fee | |
| RetroTax | |
| BtoB Connect | |
Business Experience Requirements |
|
| Experience | |
| 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 |
| BtoB Connect | |
Financing Options |
|
| Franchise Fees | |
| RetroTax | No |
| BtoB Connect | No |
| Start-up Costs | |
| RetroTax | |
| BtoB Connect | |
| Equipment | |
| RetroTax} | |
| BtoB Connect | |
| Inventory | |
| RetroTax | |
| BtoB Connect | |
| Receivables | |
| RetroTax | |
| BtoB Connect | |
| Payroll | |
| RetroTax | |
| BtoB Connect | |
Training & Support |
|
| Training | |
| 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. |
| BtoB Connect | Online and by video conference. Launch of your local area by franchisor. |
| Support | |
| 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. |
| BtoB Connect | Centralized accounting/collection Centralized membership administration Member portal online Automated member communications/correspondence Online referral engine Member2Member benefits |
| Marketing | |
| RetroTax | |
| BtoB Connect | Online website. Email mailings. Additional Services: Grand Opening, online website. |
| Operations | |
| RetroTax | |
| BtoB Connect | Average Number of Employees: 1 Part-time. Passive Ownership: Allowed. |
Expansion Plans |
|
| US Expansion | |
| RetroTax | |
| BtoB 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 |
| Canada Expansion | |
| RetroTax | |
| BtoB Connect | |
| International Expansion | |
| RetroTax | |
| BtoB Connect | |