Listo Tax Solutions

At a Glance

Products & Services: Tax preparation, accounting, payroll & translation services

Number of Locations: 4

Total Investment: $54.7K - $90.4K

Founded: 1996

Began Franchising: 2009

Franchise Units

Year U.S. Canadian International Company Owned
2012 3 0 0 1
2011 3 0 0 1
2010 0 0 0 1
Where Seeking Franchisees: Franchisor is seeking new franchise units throughout the U.S.
Direct Capital

Startup Costs, Ongoing Fees and Financing

Total Investment: $54,700 - $90,400
Franchise Fee: $30,000
Ongoing Royalty Fee: 11.5%
Term of Franchise Agreement: 10 years, renewable
Financial Requirements
Net Worth: $110,000
Liquid Cash Available: $75,000
Operations
33% of all franchisees own more than one unit. Number of employees needed to run franchised unit: 3. Absentee ownership of franchise is allowed. (100% of current franchisees are owner/operators).
Direct Capital
Financing Type In-House Third Party
Franchise Fee
Startup Costs
Equipment
Inventory
Accounts Receivable
Payroll

How This Franchise Supports Franchisees

Training: Available at headquarters: 5 days.
Ongoing Support: Newsletter, Meetings, Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives
Marketing Support: Co-op advertising, Regional advertising,

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