Sareen & Associates vs Umbrella Financial Services Franchise Comparison

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

Start-Up Costs and Fees

 
Sareen & Associates Franchise
Umbrella Financial Services Franchise
Investment $758,000 $199
Franchise Fee $20,000 N/A
Royalty Fee 15% -
Advertising Fee - -
Year Founded 1993 2011
Year Franchised 2006 2011
Term Of Agreement - -
Term Of Agreement - -
Renewal Fee - -


Business Experience Requirements

 
Sareen & Associates Franchise
Umbrella Financial Services Franchise
Experience - -

Financing Options

 
Sareen & Associates Franchise
Umbrella Financial Services Franchise
  In-House/3rd Party In-House/3rd Party
Franchise Fees No/No -/-
Start-up Costs No/No -/-
Equipment Yes/No -/-
Inventory No/No -/-
Receivables No/No -/-
Payroll No/No -/-

Training & Support

 
Sareen & Associates Franchise
Umbrella Financial Services Franchise
Training - -
Support - -
Marketing - -
Operations - -

Expansion Plans

 
Sareen & Associates Franchise
Umbrella Financial Services Franchise
US Expansion Yes Yes
Canada Expansion - -
International Expansion - -

Start-Up Costs and Fees Mobile

Investment
Sareen & Associates Franchise
$758,000
Umbrella Financial Services Franchise
$199
Franchise Fee
Sareen & Associates Franchise
$20,000
Umbrella Financial Services Franchise
N/A
Royalty Fee
Sareen & Associates Franchise
15%
Umbrella Financial Services Franchise
-
Advertising Fee
Sareen & Associates Franchise
-
Umbrella Financial Services Franchise
-
Year Founded
Sareen & Associates Franchise
1993
Umbrella Financial Services Franchise
2011
Year Franchised
Sareen & Associates Franchise
2006
Umbrella Financial Services Franchise
2011
Term Of Agreement
Sareen & Associates Franchise
-
Umbrella Financial Services Franchise
-
Renewal Fee
Sareen & Associates Franchise
-
Umbrella Financial Services Franchise
-


Business Experience Requirements

Experience
Sareen & Associates Franchise
-
Umbrella Financial Services Franchise
-

Financing Options

  In-House/3rd Party
Franchise Fees
Sareen & Associates Franchise
No/No
Umbrella Financial Services Franchise
-/-
Start-up Costs
Sareen & Associates Franchise
No/No
Umbrella Financial Services Franchise
-/-
Equipment
Sareen & Associates Franchise
Yes/No
Umbrella Financial Services Franchise
-/-
Inventory
Sareen & Associates Franchise
No/No
Umbrella Financial Services Franchise
-/-
Receivables
Sareen & Associates Franchise
No/No
Umbrella Financial Services Franchise
-/-
Payroll
Sareen & Associates Franchise
No/No
Umbrella Financial Services Franchise
-/-

Training & Support

Training
Sareen & Associates Franchise
-
Umbrella Financial Services Franchise
-
Support
Sareen & Associates Franchise
-
Umbrella Financial Services Franchise
-
Marketing
Sareen & Associates Franchise
-
Umbrella Financial Services Franchise
-
Operations
Sareen & Associates Franchise
-
Umbrella Financial Services Franchise
-

Expansion Plans

US Expansion
Sareen & Associates Franchise
Yes
Umbrella Financial Services Franchise
Yes
Canada Expansion
Sareen & Associates Franchise
-
Umbrella Financial Services Franchise
-
International Expansion
Sareen & Associates Franchise
-
Umbrella Financial Services Franchise
-

Company Overviews

About Sareen & Associates

NO LONGER FRANCHISING

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.