1268427454 Listo Tax Client Presentation 3 3 10 7


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Master Tax Service Franchise

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1268427454 Listo Tax Client Presentation 3 3 10 7

  2. 2. OUR HISTORY <ul><li>Founded by Clayton Cathcart </li></ul><ul><li>Established in 1996 </li></ul><ul><li>Began Franchising in 2009 </li></ul><ul><li>Company Owned Units: 1 </li></ul><ul><li>Franchised Units: 0 </li></ul><ul><li>Projected new Units: 12 </li></ul>
  3. 3. WHAT WE PROVIDE <ul><li>A Listo Tax Solutions™ business center offers tax preparation and other business </li></ul><ul><li>services to the general public, but with a niche focus on the Hispanic community in the area </li></ul><ul><li>Listo Tax Solutions is your complete resource for confidential, accurate, efficient and affordable tax, accounting, payroll and translation services. </li></ul><ul><li>  </li></ul>
  4. 4. Motto <ul><li>At Listo Tax Solutions you will find that we are Listo (ready) to serve you.    </li></ul><ul><li>In fact that is our motto </li></ul><ul><li>‘ Estamos Listos’ </li></ul><ul><li>(we're ready). </li></ul>
  5. 5. THE INDUSTRY <ul><li>“ There are two things you must do in this life. Breathe and pay taxes!” </li></ul>Everyone pays taxes
  6. 6. WHY LISTO TAX SOLUTIONS? <ul><li>Experience and a proven business model </li></ul><ul><li>An easy-to-use system. No tax or accounting experience is necessary. </li></ul><ul><li>Recession-resistant. Taxes must be filed every year, no matter what the state of the economy. </li></ul><ul><li>Tools to reach the community </li></ul><ul><li>Comprehensive training </li></ul><ul><li>Ongoing support </li></ul><ul><li>Rare opportunity to serve the nation’s largest emerging market </li></ul><ul><li>Deliver professional services with integrity and respect </li></ul><ul><li>Develop trusted relationships by offering a comfortable, confidential experience </li></ul><ul><li>Pride of business ownership </li></ul><ul><li>Limited risk, high reward </li></ul>
  7. 7. COMPETITION <ul><li>H&R Block </li></ul><ul><li>Jackson Hewitt </li></ul><ul><li>Liberty Tax Services </li></ul><ul><li>Local tax preparation companies </li></ul><ul><li>Regional/National Accounting Firms </li></ul><ul><li>Computer Software </li></ul>
  8. 8. WHAT SETS US APART <ul><li>We train you how to hire staff to market to the Hispanic community. </li></ul><ul><li>Most tax franchises leave few options after April 15 th . We give you the opportunity to earn money year round by including accounting, payroll, and translation services. </li></ul><ul><li>Professional work stations that are second to none! </li></ul><ul><li>Private Interview stations ( with Identity Theft on the rise, this is a very sellable point with potential clients.) </li></ul><ul><li>Customer Service that will keep your clients coming back year after year! </li></ul><ul><li>Lower Franchise Fee and Royalty Fee than the competition. </li></ul>
  9. 9. TARGET MARKET <ul><li>18-57 year olds with annual gross income from $8,000-$75,000 </li></ul><ul><li>Single and married couples </li></ul><ul><li>Families with Children </li></ul><ul><li>Ideal profile community-Families with an average median household income from $30,000-$50,000 </li></ul><ul><li>Hispanic Community </li></ul>
  10. 10. PROVEN SYSTEM <ul><li>Built a system that allows freedom and support while maintaining structure within the brand. </li></ul><ul><li>A process available to allow flexibility of the franchisee improves profitability ! </li></ul>
  11. 11. TRAINING <ul><li>The Initial Training Program covers a variety of topics relevant to the franchise relationship including: </li></ul><ul><li>Review of your contractual duties under the Franchise Agreement </li></ul><ul><li>Philosophy and culture of the Listo Tax Solutions™ System </li></ul><ul><li>Client service </li></ul><ul><li>Use and protection of the Listo Tax Solutions™ Licensed Marks and Confidential Manual </li></ul><ul><li>Hiring and delegation of operating functions to management-level employees Including the Operations Manager </li></ul><ul><li>Reporting obligations </li></ul><ul><li>  </li></ul><ul><li>40 hours of training </li></ul><ul><li>80 hours optional tax training </li></ul><ul><li>Online continuing education </li></ul><ul><li>On-site training for additional fee </li></ul><ul><li>We hold the Initial Training Program at an operating Listo Tax Solutions™ business center that we designate. </li></ul>
  12. 12. SOFTWARE SYSTEM <ul><li>LISTO COMPLETE ACCESS </li></ul><ul><li>Provides Pro-Active support that is available 24 hours a day and is constantly being updated! </li></ul><ul><li>Ordering marketing materials </li></ul><ul><li>Furniture orders </li></ul><ul><li>Suggestion and message board for extensive training </li></ul><ul><li>Ability to forward complicated documents to corporate office, which will be filled out and submitted back to your office the same day! </li></ul>
  13. 13. CANDIDATE QUALIFICATIONS <ul><li>Business Experience </li></ul><ul><li>Meets financial requirements </li></ul><ul><li>Ability to work well with others </li></ul><ul><li>No Spanish language skills required </li></ul>
  14. 14. FINANCIAL INFORMATION <ul><li>SINGLE UNIT </li></ul><ul><li>Cash Investment: $50,000 </li></ul><ul><li>Total Investment: $45,200-$82,200 </li></ul><ul><li>Minimum Net Worth: $100,000 </li></ul><ul><li>Franchise Fee: $20,000 </li></ul><ul><li>Royalty: 11.5% </li></ul><ul><li>Ad Fee: 3% </li></ul><ul><li>Site Location: 700-1500sq ft </li></ul><ul><li>Financial Assistance Provided: NO </li></ul><ul><li>Site selection Assistance: YES </li></ul><ul><li>Co-Op Advertising: YES </li></ul><ul><li>Passive Ownership: Possibly </li></ul>
  15. 15. FINANCIAL INFORMATION <ul><li>3-Pack </li></ul><ul><li>Cash Investment: $65,000 </li></ul><ul><li>Total Investment: $74,200-$111,200 </li></ul><ul><li>Minimum Net Worth: $150,000 </li></ul><ul><li>Franchise Fee: $49,000 </li></ul>
  16. 16. FINANCIAL INFORMATION <ul><li>Master </li></ul><ul><li>Cash Investment: $185,000 </li></ul><ul><li>Total Investment: $146,000-$435,000 </li></ul><ul><li>Minimum Net Worth: $300,000 </li></ul><ul><li>Franchise Fee: $136,000-$380,000 </li></ul><ul><li>( 50/50 Split with Corp Office ) </li></ul><ul><li>Royalty: 45/55 split </li></ul>
  17. 17. <ul><li>QUESTIONS AND ANSWERS </li></ul>