Start-Up Costs and Fees |
||
| RetroTax | Thriveworks | |
| Investment | 33450 - 46000 | 16700 - 79282 |
| Franchise Fee | ||
| Royalty Fee | 3% | |
| Advertising Fee | 1% | |
| Year Founded | 0 | 2008 |
| Year Franchised | 0 | 2013 |
| Term Of Agreement | ||
| Term Of Agreement | ||
| Renewal Fee | ||
Business Experience Requirements |
||
| RetroTax | Thriveworks | |
| 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 | Thriveworks | |
| Franchise Fees | No | |
| Start-up Costs | No | |
| Equipment | No | |
| Inventory | No | |
| Receivables | No | |
| Payroll | No | |
Training & Support |
||
| RetroTax | Thriveworks | |
| 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. | On-The-Job Training: 1-2 days Classroom Training: 3 days Additional Training: At company-owned center |
| 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. | Purchasing Co-ops Newsletter Meetings/Conventions Toll-Free Line Grand Opening Online Support Security/Safety Procedures Field Operations |
| Marketing | ||
| Operations | ||
Expansion Plans |
||
| RetroTax | Thriveworks | |
| 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 | |
| Thriveworks | |
| Franchise Fee | |
| RetroTax | |
| Thriveworks | |
| Royalty Fee | |
| RetroTax | |
| Thriveworks | 3% |
| Advertising Fee | |
| RetroTax | |
| Thriveworks | 1% |
| Year Founded | |
| RetroTax | 0 |
| Thriveworks | 2008 |
| Year Franchised | |
| RetroTax | 0 |
| Thriveworks | 2013 |
| Term Of Agreement | |
| RetroTax | |
| Thriveworks | |
| Renewal Fee | |
| RetroTax | |
| Thriveworks | |
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 |
| Thriveworks | |
Financing Options |
|
| Franchise Fees | |
| RetroTax | No |
| Thriveworks | No |
| Start-up Costs | |
| RetroTax | |
| Thriveworks | |
| Equipment | |
| RetroTax} | |
| Thriveworks | |
| Inventory | |
| RetroTax | |
| Thriveworks | |
| Receivables | |
| RetroTax | |
| Thriveworks | |
| Payroll | |
| RetroTax | |
| Thriveworks | |
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. |
| Thriveworks | On-The-Job Training: 1-2 days Classroom Training: 3 days Additional Training: At company-owned center |
| 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. |
| Thriveworks | Purchasing Co-ops Newsletter Meetings/Conventions Toll-Free Line Grand Opening Online Support Security/Safety Procedures Field Operations |
| Marketing | |
| RetroTax | |
| Thriveworks | |
| Operations | |
| RetroTax | |
| Thriveworks | |
Expansion Plans |
|
| US Expansion | |
| RetroTax | |
| Thriveworks | 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 | |
| Thriveworks | |
| International Expansion | |
| RetroTax | |
| Thriveworks | |