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Brightway Insurance

Insurance

2008

333

New
+
16%
16%
No growth

$50,000

$57,000

-

$160,000

No
xx
No
xx
Yes
Yes

$xxx,xxx

n.a.

$302,000

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

SCHOOLEY MITCHELL

Other Financial Services

1997

201

New
+
20%
20%
No growth

$68,000

$71,000

-

$81,000

Yes
xx
Yes
xx
Yes
Yes

$xxx,xxx

n.a.

$124,000

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

COMMISSION EXPRESS

Other Financial Services

1996

38

New
+
-7%
-7%
No growth

$10,000 to $50,000

$172,000

-

$302,000

Yes
xx
Yes
xx
Yes
Yes

$xxx,xxx

n.a.

$98,000

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

P3 Cost Analysts

Other Financial Services

2018

45

New
+
29%
29%
No growth

$59,500

$69,000

-

$86,000

Yes
xx
Yes
xx
No
No

$xxx,xxx

n.a.

$144,000

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Liberty Tax Service

Tax

1973

1813

New
+
-15%
-15%
No growth

$15,000

$42,000

-

$61,000

No
xx
No
xx
Yes
Yes

$xxx,xxx

n.a.

$132,000

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Veronica's

Insurance

2020

9

New
+
50%
50%
No growth

$50,000

$79,000

-

$140,000

Yes
xx
Yes
xx
Yes
Yes

$xxx,xxx

n.a.

$154,000

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Ledgers

Tax

2020

4

New
+
-43%
-43%
No growth

$15,000

$28,000

-

$70,000

No
xx
No
xx
No
No

$xxx,xxx

n.a.

$0

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

TAB

Other Financial Services

1996

101

New
+
-21%
-21%
No growth

$44,000

$54,000

-

$97,000

Yes
xx
Yes
xx
No
No

$xxx,xxx

n.a.

$73,000

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Keystone Insurers Services Group

Insurance

1999

274

New
+
-2%
-2%
No growth

$12,500

$27,000

-

$99,000

xx
xx

$xxx,xxx

n.a.

$0

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Paramount Tax & Accounting

Tax

2018

54

New
+
157%
157%
No growth

$40,000

$72,000

-

$157,000

No
xx
No
xx
No
No

$xxx,xxx

n.a.

$104,000

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

SCA

Other Financial Services

2007

87

New
+
-16%
-16%
No growth

$10,000 to $50,000

$27,000

-

$80,000

xx
xx

$xxx,xxx

n.a.

$188,000

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Freeway Insurance

Insurance

2021

19

New
+
n.a.
n.a.
No growth

$25,000

$35,000

-

$84,000

Yes
xx
Yes
xx
Yes
Yes

$xxx,xxx

n.a.

$121,000

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

H&R Block

Tax

1956

2339

New
+
-15%
-15%
No growth

$2,500

$32,000

-

$158,000

No
xx
No
xx
No
No

$xxx,xxx

n.a.

$0

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Expense Reduction Analysts

Other Financial Services

1993

144

New
+
-1%
-1%
No growth

$69,900

$76,000

-

$106,000

Yes
xx
Yes
xx
No
No

$xxx,xxx

n.a.

$297,000

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Charles Schwab

Other Financial Services

2011

95

New
+
16%
16%
No growth

$25,000

$79,000

-

$222,000

xx
xx

$xxx,xxx

n.a.

$0

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Supporting Strategies

Tax

2013

98

New
+
-2%
-2%
No growth

$60,000

$75,000

-

$98,000

Yes
xx
Yes
xx
No
No

$xxx,xxx

n.a.

$434,000

+
n.a.
+
xx%

n.a.

n.a.
-xx%

40.8%

xx%

n.a.

n.a.

xx%

n.a.

Booxkeeping

Other Financial Services

2020

4

New
+
300%
300%
No growth

$44,995

$62,000

-

$69,000

Yes
xx
Yes
xx
Yes
Yes

$xxx,xxx

n.a.

$157,000

+
n.a.
+
xx%

n.a.

n.a.
-xx%

46.4%

xx%

n.a.

34.4%

xx%

n.a.

Motto Mortgage

Other Financial Services

2016

234

New
+
60%
60%
No growth

$35,000

$61,000

-

$90,000

Yes
xx
Yes
xx
No
No

$xxx,xxx

n.a.

$0

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Estrella Insurance

Insurance

2008

201

New
+
18%
18%
No growth

$25,000

$12,000

-

$84,000

Yes
xx
Yes
xx
No
No

$xxx,xxx

n.a.

$398,000

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Focus CFO

Other Financial Services

2018

59

New
+
-53%
-53%
No growth

$35,000

$36,000

-

$64,000

Yes
xx
Yes
xx
No
No

$xxx,xxx

n.a.

$0

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Family Financial Centers

Other Financial Services

2004

55

New
+
4%
4%
No growth

$40,500

$224,000

-

$309,000

No
xx
No
xx
No
No

$xxx,xxx

n.a.

$151,000

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

ATAX

Tax

2007

111

New
+
59%
59%
No growth

$35,000

$59,000

-

$79,000

No
xx
No
xx
No
No

$xxx,xxx

n.a.

$80,000

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Transworld Business Advisors

Tax

2010

452

New
+
19%
19%
No growth

$67,500

$104,000

-

$131,000

Yes
xx
Yes
xx
No
No

$xxx,xxx

n.a.

$230,000

+
-4.5%
+
xx%

n.a.

-4.5%
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Ameriprise

Other Financial Services

1999

3855

New
+
-7%
-7%
No growth

$1,500

$12,000

-

$130,000

xx
xx

$xxx,xxx

n.a.

$845,000

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Retirement Income Source

Other Financial Services

2019

27

New
+
-10%
-10%
No growth

$25,000

$100,000

-

$226,000

xx
xx

$xxx,xxx

n.a.

$0

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Goosehead Insurance

Insurance

2011

1103

New
+
-22%
-22%
No growth

$50,000

$66,000

-

$109,000

No
xx
No
xx
Yes
Yes

$xxx,xxx

n.a.

$113,000

+
20.7%
+
xx%

n.a.

20.7%
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Federal Injury Centers

Insurance

37

New
+
825%
825%
No growth

$49,000

$107,000

-

$160,000

xx
xx

$xxx,xxx

n.a.

$0

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Padgett Business Services

Tax

1975

167

New
+
-3%
-3%
No growth

$59,700

$85,000

-

$117,000

Yes
xx
Yes
xx
No
No

$xxx,xxx

n.a.

$477,000

+
5.6%
+
xx%

n.a.

5.6%
-xx%

n.a.

xx%

n.a.

34.6%

xx%

n.a.

Lendio

Other Financial Services

2016

121

New
+
116%
116%
No growth

$46,000

$46,000

-

$117,000

Yes
xx
Yes
xx
No
No

$xxx,xxx

n.a.

$0

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Jackson Hewitt Tax Service

Tax

1986

3092

New
+
-16%
-16%
No growth

$50,000

$96,000

-

$128,000

No
xx
No
xx
No
No

$xxx,xxx

n.a.

$96,000

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

We Insure

Insurance

2009

197

New
+
6%
6%
No growth

$50,000

$44,000

-

$137,000

No
xx
No
xx
No
No

$xxx,xxx

n.a.

$0

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Fiesta Insurance

Tax

2006

219

New
+
-11%
-11%
No growth

$25,000

$88,000

-

$172,000

No
xx
No
xx
No
No

$xxx,xxx

n.a.

$285,000

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

All Nevada Insurance

Insurance

2009

14

New
+
40%
40%
No growth

$25,000

$59,000

-

$145,000

xx
xx

$xxx,xxx

n.a.

$0

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Frontier Adjusters

Other Financial Services

1957

527

New
+
-14%
-14%
No growth

$15,000

$22,000

-

$30,000

xx
xx

$xxx,xxx

n.a.

$36,000

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

All Nevada Insurance

All Nevada Insurance is an insurance brokerage franchise offering personal and commercial policies from multiple carriers, providing turnkey operations, comprehensive training, and marketing support to franchisees aiming for profitable growth.

Franchisees

?

14
+
40%
40%
Investment

?

$59,000 - $145,000
Financial Services
Insurance

Lendio

Lendio is a financial services franchise that operates as a small business loan marketplace, connecting entrepreneurs with a network of lenders to secure funding. Franchisees assist local businesses in obtaining loans, leveraging Lendio's technology and lender partnerships to streamline the financing process.

Franchisees

?

121
+
116%
116%
Investment

?

$46,000 - $117,000
Financial Services
Other Financial Services

Family Financial Centers

Family Financial Centers is a financial services franchise providing check cashing, bill payment, and small business banking solutions.

Franchisees

?

55
+
4%
4%
Investment

?

$224,000 - $309,000
Financial Services
Other Financial Services

Booxkeeping

Booxkeeping is a bookkeeping franchise offering outsourced financial management, tax services, and business consulting for entrepreneurs and startups.

Franchisees

?

4
+
300%
300%
Investment

?

$62,000 - $69,000
Financial Services
Other Financial Services

Ledgers

Ledgers is an accounting and bookkeeping franchise that provides tax preparation, payroll, and financial consulting services to small and medium-sized businesses.

Franchisees

?

4
+
-43%
-43%
Investment

?

$28,000 - $70,000
Financial Services
Tax

Estrella Insurance

Estrella Insurance offers a wide range of insurance products, providing affordable and personalized coverage options to meet individual and business needs.

Franchisees

?

201
+
18%
18%
Investment

?

$12,000 - $84,000
Financial Services
Insurance

‍Key Sub-Industries in Financial Services Franchising

The financial services franchise industry offers a wide range of opportunities across various sub-sectors. Here are some of the key sub-industries within financial services franchising:

  • Tax Preparation Services: Tax franchises are among the most popular in the financial services sector, providing tax filing and preparation services for individuals and businesses. As tax regulations grow more complex, these franchises benefit from a high demand for professional help.
  • Accounting and Bookkeeping: Franchises in this sector focus on providing bookkeeping, payroll, and accounting services to small businesses and entrepreneurs. With a strong demand for financial management services, accounting franchises offer a steady stream of clients.
  • Insurance Services: Insurance franchises offer a range of products, including health, life, auto, and property insurance. As individuals and businesses seek comprehensive insurance solutions, this sub-industry presents a consistent revenue opportunity.
  • Financial Consulting and Wealth Management: Consulting franchises provide personalized financial advice, retirement planning, and investment management services. These franchises cater to clients seeking professional guidance in managing their wealth and securing their financial future.

How to Choose the Right Financial Services Franchise

Choosing the right financial services franchise involves assessing your skills, investment level, and the specific services you wish to offer. With 27 franchisors operating in this sector, you’ll find a wide range of options, from tax preparation to insurance and wealth management.

The initial investment for financial services franchises typically ranges from $50,000 to $150,000, depending on the type of service and location.

It’s essential to evaluate the training and support provided by the franchisor, as many financial services require specialized knowledge and certifications. Look for franchisors that offer comprehensive training, marketing support, and a strong brand presence in the industry to help you succeed.

‍

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