Start-Up Costs and Fees |
||
| Relocation Strategies | RetroTax | |
| Investment | 62500 - 88200 | 33450 - 46000 |
| Franchise Fee | ||
| Royalty Fee | 3%-6% | |
| Advertising Fee | ||
| Year Founded | 1993 | 0 |
| Year Franchised | 2001 | 0 |
| Term Of Agreement | ||
| Term Of Agreement | ||
| Renewal Fee | ||
Business Experience Requirements |
||
| Relocation Strategies | RetroTax | |
| 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 |
||
| Relocation Strategies | RetroTax | |
| Franchise Fees | Yes | No |
| Start-up Costs | No | |
| Equipment | No | |
| Inventory | No | |
| Receivables | No | |
| Payroll | No | |
Training & Support |
||
| Relocation Strategies | RetroTax | |
| Training | On-The-Job Training: 50 hours Classroom Training: 50 hours Additional Training: At client/prospect offices | 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. |
| Support | Purchasing Co-ops Newsletter Meetings/Conventions Grand Opening Online Support Security/Safety Procedures Field Operations Proprietary Software Franchisee Intranet Platform | 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. |
| Marketing | Co-op Advertising Ad Templates National Media Regional Advertising Social media Website development Email marketing | |
| Operations | Number of Employees Required to Run: 2 - 5 | |
Expansion Plans |
||
| Relocation Strategies | RetroTax | |
| 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 | |
| Relocation Strategies | |
| RetroTax | |
| Franchise Fee | |
| Relocation Strategies | |
| RetroTax | |
| Royalty Fee | |
| Relocation Strategies | 3%-6% |
| RetroTax | |
| Advertising Fee | |
| Relocation Strategies | |
| RetroTax | |
| Year Founded | |
| Relocation Strategies | 1993 |
| RetroTax | 0 |
| Year Franchised | |
| Relocation Strategies | 2001 |
| RetroTax | 0 |
| Term Of Agreement | |
| Relocation Strategies | |
| RetroTax | |
| Renewal Fee | |
| Relocation Strategies | |
| RetroTax | |
Business Experience Requirements |
|
| Experience | |
| Relocation Strategies | |
| 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 |
Financing Options |
|
| Franchise Fees | |
| Relocation Strategies | Yes |
| RetroTax | Yes |
| Start-up Costs | |
| Relocation Strategies | |
| RetroTax | |
| Equipment | |
| Relocation Strategies} | |
| RetroTax | |
| Inventory | |
| Relocation Strategies | |
| RetroTax | |
| Receivables | |
| Relocation Strategies | |
| RetroTax | |
| Payroll | |
| Relocation Strategies | |
| RetroTax | |
Training & Support |
|
| Training | |
| Relocation Strategies | On-The-Job Training: 50 hours Classroom Training: 50 hours Additional Training: At client/prospect offices |
| 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. |
| Support | |
| Relocation Strategies | Purchasing Co-ops Newsletter Meetings/Conventions Grand Opening Online Support Security/Safety Procedures Field Operations Proprietary Software Franchisee Intranet Platform |
| 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. |
| Marketing | |
| Relocation Strategies | Co-op Advertising Ad Templates National Media Regional Advertising Social media Website development Email marketing |
| RetroTax | |
| Operations | |
| Relocation Strategies | Number of Employees Required to Run: 2 - 5 |
| RetroTax | |
Expansion Plans |
|
| US Expansion | |
| Relocation Strategies | 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 |
| RetroTax | |
| Canada Expansion | |
| Relocation Strategies | |
| RetroTax | |
| International Expansion | |
| Relocation Strategies | |
| RetroTax | |