Fiducial vs Umbrella Financial Services Franchise Comparison

Below is an in-depth analysis and side-by-side comparison of Fiducial vs Umbrella Financial Services including start-up costs and fees, business experience requirements, training & support and financing options.

Start-Up Costs and Fees
 
Fiducial Franchise
Umbrella Financial Services Franchise
Investment $30,200 - $83,800$199
Franchise Fee $25,000N/A
Royalty Fee 7%-
Advertising Fee --
Year Founded 19992011
Year Franchised 19992011
Term Of Agreement 10 years-
Term Of Agreement 10 years-
Renewal Fee $5K-


Business Experience Requirements
 
Fiducial Franchise
Umbrella Financial Services Franchise
Experience
  • Industry experience
  • General business experience
  • Marketing skills
    		• -

    Financing Options
     
    Fiducial Franchise
    Umbrella Financial Services Franchise
      In-House/3rd PartyIn-House/3rd Party
    Franchise Fees No/No-/-
    Start-up Costs No/No-/-
    Equipment No/No-/-
    Inventory No/No-/-
    Receivables No/No-/-
    Payroll No/No-/-

    Training & Support
     
    Fiducial Franchise
    Umbrella Financial Services Franchise
    Training --
    Support Newsletter, Meetings, Toll-free phone line, Grand opening, Internet, Field operations/evaluations, Purchasing cooperatives-
    Marketing Co-op advertising, Ad slicks, National media, Regional advertising-
    Operations 2% of all franchisees own more than one unit

    Number of employees needed to run franchised unit: 1 - 4

    Absentee ownership of franchise is NOT allowed. (100% of current franchisees are owner/operators)

    		-

    Expansion Plans
     
    Fiducial Franchise
    Umbrella Financial Services Franchise
    US Expansion -Yes
    Canada Expansion No-
    International Expansion No-

    Company Overviews

    About Fiducial

    For over 40 years, Fiducial has offered a comprehensive range of expert professional services and products to assist clients with their business and personal affairs. As a real partner to businesses and individuals, Fiducial allows its members and clients to focus on succeeding whatever their ambitions may be.


    Fiducial Franchise business provides bookkeeping and financial management services, tax services, financial services, business counseling services and payroll services to small business owners and individuals with the advantages and extensive resources only a global industry leader can offer. Fiducial offers the upper-middle income individual and small business owner all the services they need to effectively manage their finances. Rather than selling individual services, their emphasis is on the relationship, so their clients come to them for all their needs, month-in and month-out, year after year.

    Franchise offices operate out of commercial spaces furnished in such a manner that clients walking in immediately realize that their business, financial and tax needs will be taken care of by qualified individuals who will always be there for them.

    About Umbrella Financial Services

    "Umbrella
    Whether you’re a seasoned professional or new in your career, we’ve got unique plans to help you earn more money, develop your skillset and build your dream business.
    Build your own low-cost, recession-proof, high-growth tax and financial planning business - we’ll show you how.