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

 
RetroTax Franchise
CFO Systems Franchise
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

 
RetroTax Franchise
CFO Systems Franchise
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

 
RetroTax Franchise
CFO Systems 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

 
RetroTax Franchise
CFO Systems Franchise
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

 
RetroTax Franchise
CFO Systems Franchise
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