Succentrix Business Advisors vs Umbrella Financial Services Franchise Comparison

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

Start-Up Costs and Fees

 
Succentrix Business Advisors Franchise
Umbrella Financial Services Franchise
Investment $38,600 - $49,700$199
Franchise Fee $24,900N/A
Royalty Fee 7%-
Advertising Fee 1%-
Year Founded 20142011
Year Franchised 20152011
Term Of Agreement --
Term Of Agreement --
Renewal Fee --


Business Experience Requirements

 
Succentrix Business Advisors Franchise
Umbrella Financial Services Franchise
Experience --

Financing Options

 
Succentrix Business Advisors Franchise
Umbrella Financial Services Franchise
  In-House/3rd PartyIn-House/3rd Party
Franchise Fees -/Yes-/-
Start-up Costs -/--/-
Equipment -/--/-
Inventory -/--/-
Receivables -/--/-
Payroll -/--/-

Training & Support

 
Succentrix Business Advisors Franchise
Umbrella Financial Services Franchise
Training Classroom Training: 40 hours -
Support Newsletter Meetings/Conventions Grand Opening Online Support Security/Safety Procedures Field Operations Site Selection Proprietary Software -
Marketing Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing -
Operations Number of Employees Required to Run: 1 -

Expansion Plans

 
Succentrix Business Advisors Franchise
Umbrella Financial Services Franchise
US Expansion YesYes
Canada Expansion --
International Expansion --

Company Overviews

About Succentrix Business Advisors


Our name Succentrix comes from Success, Succinct and Concentric.

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.

$29,900 and you are a Succentrix franchise owner...being a part of our team is hard to put a price on.

Veteran Incentives  $911 off franchise fee

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.