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