Start-Up Costs and Fees |
||
| Electronic Tax Filers | Umbrella Financial Services | |
| Investment | 22000 - 22000 | 199 - 199 |
| Franchise Fee | 0 | |
| Royalty Fee | 8% | |
| Advertising Fee | ||
| Year Founded | 1990 | 2011 |
| Year Franchised | 1991 | 2011 |
| Term Of Agreement | ||
| Term Of Agreement | ||
| Renewal Fee | ||
Business Experience Requirements |
||
| Electronic Tax Filers | Umbrella Financial Services | |
| Experience | General business experience | |
Financing Options |
||
| Electronic Tax Filers | Umbrella Financial Services | |
| Franchise Fees | Yes | |
| Start-up Costs | No | |
| Equipment | No | |
| Inventory | No | |
| Receivables | No | |
| Payroll | No | |
Training & Support |
||
| Electronic Tax Filers | Umbrella Financial Services | |
| Training | Variable | |
| Support | Meetings, Toll-free phone line, Grand opening, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives | |
| Marketing | Co-op advertising, Ad slicks, Regional advertising | |
| Operations | 29% of all franchisees own more than one unit Number of employees needed to run franchised unit: 2 - 3 Absentee ownership of franchise is NOT allowed. (100% of current franchisees are owner/operators) | |
Expansion Plans |
||
| Electronic Tax Filers | 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 | |
| Electronic Tax Filers | |
| Umbrella Financial Services | |
| Franchise Fee | |
| Electronic Tax Filers | |
| Umbrella Financial Services | |
| Royalty Fee | |
| Electronic Tax Filers | 8% |
| Umbrella Financial Services | |
| Advertising Fee | |
| Electronic Tax Filers | |
| Umbrella Financial Services | |
| Year Founded | |
| Electronic Tax Filers | 1990 |
| Umbrella Financial Services | 2011 |
| Year Franchised | |
| Electronic Tax Filers | 1991 |
| Umbrella Financial Services | 2011 |
| Term Of Agreement | |
| Electronic Tax Filers | 3 years |
| Umbrella Financial Services | |
| Renewal Fee | |
| Electronic Tax Filers | $15K |
| Umbrella Financial Services | |
Business Experience Requirements |
|
| Experience | |
| Electronic Tax Filers | General business experience |
| Umbrella Financial Services | |
Financing Options |
|
| Franchise Fees | |
| Electronic Tax Filers | Yes |
| Umbrella Financial Services | Yes |
| Start-up Costs | |
| Electronic Tax Filers | |
| Umbrella Financial Services | |
| Equipment | |
| Electronic Tax Filers} | |
| Umbrella Financial Services | |
| Inventory | |
| Electronic Tax Filers | |
| Umbrella Financial Services | |
| Receivables | |
| Electronic Tax Filers | |
| Umbrella Financial Services | |
| Payroll | |
| Electronic Tax Filers | |
| Umbrella Financial Services | |
Training & Support |
|
| Training | |
| Electronic Tax Filers | Variable |
| Umbrella Financial Services | |
| Support | |
| Electronic Tax Filers | Meetings, Toll-free phone line, Grand opening, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives |
| Umbrella Financial Services | |
| Marketing | |
| Electronic Tax Filers | Co-op advertising, Ad slicks, Regional advertising |
| Umbrella Financial Services | |
| Operations | |
| Electronic Tax Filers | 29% of all franchisees own more than one unit Number of employees needed to run franchised unit: 2 - 3 Absentee ownership of franchise is NOT allowed. (100% of current franchisees are owner/operators) |
| Umbrella Financial Services | |
Expansion Plans |
|
| US Expansion | |
| Electronic Tax Filers | |
| 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 | |
| Electronic Tax Filers | |
| Umbrella Financial Services | |
| International Expansion | |
| Electronic Tax Filers | |
| Umbrella Financial Services | |