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Updated RecentlyThe Intelligent Office vs RetroTax Franchise Comparison
Below is an in-depth analysis and side-by-side comparison of The Intelligent Office vs RetroTax including start-up costs and fees, business experience requirements, training & support and financing options.
Start-Up Costs and Fees |
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| Investment | $311,000 - $537,100 | $33,450 - $46,000 |
| Franchise Fee | $48,000 | $30,000 |
| Royalty Fee | 5% | - |
| Advertising Fee | - | - |
| Year Founded | 1995 | - |
| Year Franchised | 1999 | - |
| Term Of Agreement | 20 years | - |
| Term Of Agreement | 20 years | - |
| Renewal Fee | - | - |
Business Experience Requirements |
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| 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 |
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| In-House/3rd Party | In-House/3rd Party | |
| Franchise Fees | No/No | No/No |
| Start-up Costs | No/No | No/No |
| Equipment | No/Yes | No/No |
| Inventory | No/No | No/No |
| Receivables | No/No | No/No |
| Payroll | No/No | No/No |
Training & Support |
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| Training | Ongoing | 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 | Newsletter, Meetings, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives | 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 | Ad slicks, National media | - |
| Operations | - | - |
Expansion Plans |
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| US Expansion | - | - |
| Canada Expansion | No | - |
| International Expansion | Yes | - |
Company Overviews
About The Intelligent Office
Our local business experts will build a personalized office services plan tailored to your needs. It might include a workspace solution like dedicated full-time professional office space, flexible office space or meeting rooms. It could be that you need a virtual office solution including business address and mail services. Or it may be that your business can benefit from enhanced phone answering support like call screening, reception, and full customer service. Intelligent Office is the only place where you’ll find the tools and products your business needs with a local expert to help build the package right for your business and your budget.
We'll help you find The Path to Freedom™, so you can achieve the definition of success that matters to you.
Our proven system is recognized as one of the most powerful and detailed in the industry. When you join the Intelligent Office network as a franchisee, you are off and running with a well prepared plan that is the by-product of many years of successful franchising.The Intelligent Office offers a good work/life balance. It runs from 8:30 to 5pm, without much need to work evenings and weekends. Also, the training is exceptional, something we place great value on. The franchise staff are well trained to perform all duties, so that owners can focus on other aspects of the business and not worry about putting out fires all day long. It's a growing market. More and more people are teleworking… it is a trend that's becoming the norm and there's really no going back to the traditional office model. Luckily, Intelligent Office has established itself as a leader, early on, in this market.
About RetroTax