RetroTax vs CFO Systems Franchise Comparison
Below is an in-depth analysis and side-by-side comparison of RetroTax vs CFO Systems including start-up costs and fees, business experience requirements, training & support and financing options.
Start-Up Costs and Fees |
Investment |
$33,450 - $46,000 | $50,000 |
Franchise Fee |
$30,000 | $25,000 |
Royalty Fee |
- | 7% |
Advertising Fee |
- | 2% |
Year Founded |
- | - |
Year Franchised |
- | - |
Term Of Agreement |
- | - |
Term Of Agreement |
- | - |
Renewal Fee |
- | - |
Business Experience Requirements |
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 |
|
In-House/3rd Party | In-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 |
Training |
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 |
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 |
- | - |
Operations |
- | - |
Expansion Plans |
US Expansion |
- | Yes |
Canada Expansion |
- | - |
International Expansion |
- | - |
Company Overviews
About RetroTax
Established in 1996, RetroTax® helps businesses navigate complex
legislation associated with finding and securing federal and state tax
credits. These tax credits can be based on geographic regions in which
your business operates, or on the demographic characteristics of your
employees. In addition to finding and acting upon current and
retroactive program eligibility, RetroTax® helps businesses establish
policies and practices to create greater opportunities for receiving
additional tax credits in the future.
RetroTax is a full service administrator of federal and state incentive programs. These programs generate federal and state income tax credits that offset federal and state income tax liability. RetroTax uses a state-of-the-art proprietary software program to process your company's information to obtain federal and state tax credits.
About CFO Systems
A BUSINESS MODEL THAT WORKS FOR YOU
Min. Liquid Capital: $50,000
Min. Net Worth: $75,000
Total Investment: $50,000
Become a part of the team.
A BUSINESS SYSTEM THAT MAKES SENSE.CFO Systems focuses on results. We have the track record to prove it. You can run a business with a team of proven professionals behind you, supplying you with the tools to succeed and the processes to improve your bottom line. The CFO Systems license will provide a business model based on experience and market testing. As part of the CFO Systems program, you will be provided with the most effective marketing, operational and business model available in the outsourcing business.
WE CARE.
The license organization is operated like a tightly-knit business and works with licensees like members of the family. You can expect to be treated with care, fairness and respect when joining the CFO Systems license family.
SUPPORT
CFO Systems has a staff of management members that will be there for you each step of the way as you launch, build and develop your outsourcing business. Don't go into business on your own. Let us help you answer the questions that come with starting a new business. Take control of your future with the support and guidance from an experienced team of professionals. For more details call Alan George 978-886-7908