American Tax and Financial Group vs Succentrix Business Advisors Franchise Comparison

Below is an in-depth analysis and side-by-side comparison of American Tax and Financial Group vs Succentrix Business Advisors including start-up costs and fees, business experience requirements, training & support and financing options.

Start-Up Costs and Fees

 
American Tax and Financial Group Franchise
Succentrix Business Advisors Franchise
Investment $33,600 - $43,000 $37,600 - $49,300
Franchise Fee $15,000 $21,500
Royalty Fee 10% 7%
Advertising Fee - 1%
Year Founded 1997 2014
Year Franchised 2003 2015
Term Of Agreement 5 years -
Term Of Agreement 5 years -
Renewal Fee $2.5K -


Business Experience Requirements

 
American Tax and Financial Group Franchise
Succentrix Business Advisors Franchise
Experience
  • Strong commitment to customer service
  • -

    Financing Options

     
    American Tax and Financial Group Franchise
    Succentrix Business Advisors Franchise
      In-House/3rd Party In-House/3rd Party
    Franchise Fees Yes/No -/Yes
    Start-up Costs No/No -/-
    Equipment No/No -/-
    Inventory No/No -/-
    Receivables No/No -/-
    Payroll No/No -/-

    Training & Support

     
    American Tax and Financial Group Franchise
    Succentrix Business Advisors Franchise
    Training - Classroom Training: 40 hours
    Support Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations Newsletter Meetings/Conventions Grand Opening Online Support Security/Safety Procedures Field Operations Site Selection Proprietary Software
    Marketing Ad slicks, Regional advertising Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing
    Operations

    Number of employees needed to run franchised unit: 4

    Absentee ownership of franchise is allowed.

    Number of Employees Required to Run: 1

    Expansion Plans

     
    American Tax and Financial Group Franchise
    Succentrix Business Advisors Franchise
    US Expansion - Yes
    Canada Expansion No -
    International Expansion No -

    Start-Up Costs and Fees Mobile

    Investment
    American Tax and Financial Group Franchise
    $33,600 - $43,000
    Succentrix Business Advisors Franchise
    $37,600 - $49,300
    Franchise Fee
    American Tax and Financial Group Franchise
    $15,000
    Succentrix Business Advisors Franchise
    $21,500
    Royalty Fee
    American Tax and Financial Group Franchise
    10%
    Succentrix Business Advisors Franchise
    7%
    Advertising Fee
    American Tax and Financial Group Franchise
    -
    Succentrix Business Advisors Franchise
    1%
    Year Founded
    American Tax and Financial Group Franchise
    1997
    Succentrix Business Advisors Franchise
    2014
    Year Franchised
    American Tax and Financial Group Franchise
    2003
    Succentrix Business Advisors Franchise
    2015
    Term Of Agreement
    American Tax and Financial Group Franchise
    5 years
    Succentrix Business Advisors Franchise
    -
    Renewal Fee
    American Tax and Financial Group Franchise
    $2.5K
    Succentrix Business Advisors Franchise
    -


    Business Experience Requirements

    Experience
    American Tax and Financial Group Franchise

  • Strong commitment to customer service
  • Succentrix Business Advisors Franchise
    -

    Financing Options

      In-House/3rd Party
    Franchise Fees
    American Tax and Financial Group Franchise
    Yes/No
    Succentrix Business Advisors Franchise
    -/Yes
    Start-up Costs
    American Tax and Financial Group Franchise
    No/No
    Succentrix Business Advisors Franchise
    -/-
    Equipment
    American Tax and Financial Group Franchise
    No/No
    Succentrix Business Advisors Franchise
    -/-
    Inventory
    American Tax and Financial Group Franchise
    No/No
    Succentrix Business Advisors Franchise
    -/-
    Receivables
    American Tax and Financial Group Franchise
    No/No
    Succentrix Business Advisors Franchise
    -/-
    Payroll
    American Tax and Financial Group Franchise
    No/No
    Succentrix Business Advisors Franchise
    -/-

    Training & Support

    Training
    American Tax and Financial Group Franchise
    -
    Succentrix Business Advisors Franchise
    Classroom Training: 40 hours
    Support
    American Tax and Financial Group Franchise
    Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations
    Succentrix Business Advisors Franchise
    Newsletter Meetings/Conventions Grand Opening Online Support Security/Safety Procedures Field Operations Site Selection Proprietary Software
    Marketing
    American Tax and Financial Group Franchise
    Ad slicks, Regional advertising
    Succentrix Business Advisors Franchise
    Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing
    Operations
    American Tax and Financial Group Franchise

    Number of employees needed to run franchised unit: 4

    Absentee ownership of franchise is allowed.

    Succentrix Business Advisors Franchise
    Number of Employees Required to Run: 1

    Expansion Plans

    US Expansion
    American Tax and Financial Group Franchise
    -
    Succentrix Business Advisors Franchise
    Yes
    Canada Expansion
    American Tax and Financial Group Franchise
    No
    Succentrix Business Advisors Franchise
    -
    International Expansion
    American Tax and Financial Group Franchise
    No
    Succentrix Business Advisors Franchise
    -

    Company Overviews

    About American Tax and Financial Group

    American Tax and Financial Group was founded in 1997 in Dallas, Texas by Calvin Dale Brown II, as a sole proprietor certified public accounting firm. The Company had very humble beginnings. With no more than $700 and a “dream”, Mr. Brown secured a lease on a small office, measuring about 120 square feet, and the practice was born. The first full year of business, the practice grossed about $35,000, mainly providing income tax services, including electronic filing, to individual taxpayers. Year two saw an increase in revenues from business services, as well as more tax clients, and revenue doubled to about $70,000. After just three years in business, the practice was grossing about $100,000 annually. Over the next three years, Mr. Brown continued to run and grow the practice. After 6 years of running a local CPA firm, it was now time, and the decision was made, to expand the practice nationally, and American Tax and Financial Group was born. Mr. Brown’s vision for the Company is for it to be America’s leading and premier financial services company, offering tax, comprehensive financial, and business services to the American public through a nationwide group of Certified Public Accountants and trained tax professionals (independent franchisees).

    About Succentrix Business Advisors

    As a Succentrix Business Advisors franchise owner you will own a business that not only rewards you with personal success but also serves your clients successfully in the marketplace.
    With cutting edge cloud based systems not only will the services that you offer provide succinct business solutions but also results.
    Succentrix Business Advisors franchise owners are a part of a concentric business system...home office is the center and you as the owner, are the ripple of effective solutions in your marketplace.Your franchise of Succentrix Business Advisors will offer tax preparation, payroll services and business support to other entrepreneurs just like you. In other words, you will be helping people to reach their personal and professional dreams. Whether you are coming from corporate America with the dream of owning your own business or you just graduated from college with the desire to work for yourself right out of the gate, our franchise model is strategically designed to fully support you.

    Veteran Incentives  $911 off franchise fee