Do you want to start a financial service firm by buying a franchise? If YES, here are 42 best financial service franchise opportunities for sale and their cost. Financial services franchises play an important role in the business world. They keep businesses on track financial wise so they don’t go bankrupt, or worse, have a run-in with the authorities when it comes to tax.

Some of the services that financial services firms provide include; tax preparation, expense reduction, lending and funding, debt consolidation, real estate, consulting, bookkeeping, general accounting, and billing services and more. Of these services, financial service businesses are known to mostly offer payroll services.

According to research, Payroll services represent 25% of the industry revenue, while tax preparation and auditing represent 20% each, and tax planning and consulting, bookkeeping, general accounting, and billing services each represent 5%. The financial services industry is a multi-billion dollar industry in the . The industry is estimated to yield $156 billion per year.

If you want to be part of this very lucrative industry, you may want to purchase the franchise of a viable financial services firm to help your business along. In this regard, we have provided you some worthy financial services firms that sell franchise in the United States.

42 Best Financial Services Franchise Opportunities for Sale and Their Cost

  1. Lendio

Lendio is one of the leading financial services firms in the United States. Founded in 2011 by Brock Blake and Trent Miskin, Lendio is the largest small business loan marketplace in the U.S. The company provides load services as well as consultancy.

Small business owners utilize Lendio’s free online service to find financing by browsing multiple loan products from a network of more than 75 lenders. As a Lendio Franchise owner you will fuel the American dream by making small business loans simple through options speed and trust. You will use Lendio’s marketplace of 75+ Best-in-class Lenders to help Small Business owners secure funding to grow their business.

Financial Requirements

  • Initial Investment – $47,000 – $53,500
  • Liquid Cash Requirement –  $65,000
  • Initial Franchise Fee – $21,450 – $35,100
  • Ongoing Royalty Fee – $4K/mo.
  • Ad Royalty Fee – 2%

2. The Loan Consultants

The Loan Consultants is a financial services business opportunity. The Loan Consultants offer an accelerated loan broker training program designed to teach people without any background in finance, the latest techniques in operating a loan brokerage company.

To buy The Loan Consultant’s business requires $13,800 in cash. The investment includes access to hundreds of loan programs to match or beat the interest rates and loan terms of many banks. You can become a successful financing specialist by joining the nation’s oldest and largest business opportunity in the industry.

Financial requirement

  • Total Investment – $13,800 (,800 for newly separated Veterans)
  • Cash Required – $13,800
  1. H&R Block

H&R Block is a tax preparation company that is offering up franchise in the United States. Since brothers Henry and Richard Bloch founded H & R Block in 1955, the company has prepared more than 600 million tax returns. Franchising began in 1956, and the company went public in 1962. In addition to providing tax return preparation services in-person, the company offers online and desktop software products and an array of other financial services.

Financial Requirements

  • Initial Investment – $31,557 – $149,398
  • Initial Franchise Fee – $2,500 – $2,500
  • Ongoing Royalty Fee – 30%
  1. Padgett Business Services

Padgett business services is one of the leading financial services companies in the United States. The first Padgett Business Services office opened in the 1960’s to help small business owners with their taxes. In 1975, the company began expanding through selling its franchise, and its services have expanded as well.

In addition to tax advice and preparation, Padgett franchisees offer business advice, management financial reporting, credit card processing, payroll solutions and other business services.

Financial Requirements

  • Initial Investment – $20,200 – $99,975
  • Net-worth Requirement – $100,000
  • Liquid Cash Requirement – $100,000
  • Initial Franchise Fee – $15,000 – $56,000
  • Ongoing Royalty Fee – 9%+
  1. Liberty Tax Service

Liberty Tax Service provides full-service tax preparation and accounting in the $11 billion tax preparation services market. They are the brand with the iconic and energetic Statue of Liberty Wavers. When Americans see them, they know it’s tax time.

In 1997, John Hewitt, founder of Jackson Hewitt Tax Service, acquired a tax company that had been franchising in Canada since 1973. The company changed its name to Liberty Tax Service and now offers franchises throughout the United States and Canada. Liberty Tax Service has a brand which is the iconic statue of liberty wavers.

The franchise is currently looking for franchisees to work well with their experienced CEO to accomplish the company’s goals. The business is a successful one due to its commitment to the community and the excellent customer service. The company has more than 3,000 units in the U.S offices.

Financial Requirements

  • Initial Investment – $58,700 – $71,900
  • Initial Franchise Fee – $40,000 – $40,000
  • Ongoing Royalty Fee – 14%
  • Ad Royalty Fee – 5%
  1. ACFN-The ATM Franchise Business

ACFN franchisees provide ATM services to hotels and other travel and entertainment-based businesses such as theaters, sports bars, nightclubs, convention centers and hospitals. The San Jose, California, company got its start in 1996 and began franchising in 2003. It now has franchises throughout the U.S. and Canada.

The company has been providing ATM services since 1996, and it began offering ATM franchise opportunities in 2003. They now have more than 280+ franchises that own and operate 2,800+ ATMs in the United States and Canada.

Financial Requirements

  • Initial Investment – $39,385 – $64,770
  • Liquid Cash Requirement – $50,000
  • Initial Franchise Fee – $25,000
  • Ad Royalty Fee – 1%
  1. Jackson Hewitt Tax Service

Jackson Hewitt is a full-service, year-round national tax service specializing in computerized federal and state preparation of individual returns. It began franchising in 1986, the same year that the IRS introduced electronic filing.

They claim to be the fastest growing full-service tax preparation company with a mission of offering clients access to simple, low-cost solutions to manage their taxes and tax refunds. With nearly 6,300 franchised and company-owned locations, their brand is recognized nationwide.

Financial Requirements

  • Initial Investment – $39,721 – $105,375
  • Initial Franchise Fee – $15,000 – $25,000
  • Ongoing Royalty Fee – 5-15%
  • Ad Royalty Fee – 6%
  1. Succentrix Business Advisors

Succentrix Business Advisors is a financial services firm that offer tax preparation, payroll services and business support to entrepreneurs and businesses. Included in the that they offer franchisees is state of the art cloud accounting and payroll software, as well as top-tier professional tax preparation software.

Extensive ongoing professional training and support from a team with over 100 years of experience in franchise operations, accounting, payroll, income tax, traditional & digital marketing solutions make this model one of a kind.

Financial Requirements

  1. Listo Tax Solutions

Listo Tax Solutions is a Tax preparation, accounting, payroll & translation service in the United States. This company securely and accurately prepares taxes for their customers and clients. Listo Tax Solutions is committed to getting its customers a maximum tax refund or, failing that, a minimum amount of taxes owed to the government.

The company vows to go over all refund and payment choices with its clients while weighing the pros and cons, with the final decision up to the client him or herself. Beyond tax preparation, Listo Tax Solutions also provides accounting, payroll, and even some translation services.

Over everything, Listo Tax Solutions stresses the privacy it provides to customers, which is unlike other tax preparation businesses that have several clients sharing information in a single room, which can easily lead to information getting into the wrong hands.

Financial Requirements

  1. is an accounting, tax, and payroll franchise company offering franchisees a high level of support and technology. The TaxLeaf focus is on delivering an outstanding value proposition to their franchisees, and this includes a company that has a positive image and proprietary advantages the owner operator. You can rest easy with this franchise.

Financial Requirements

  1. RMH Business Solutions Inc.

RMH Business Solutions Inc. offers business formation, payroll, accounting, corporate tax returns and retirement planning services to its clients. RMH Business Solutions, Inc. President, Robert Hackl, has had a long and successful career in accounting and financial planning with an extensive background in taxation.

He realized that many of his clients needed more than just tax services. They were starting or running businesses and cobbling together a number of vendors, going to one to do payroll, another for bookkeeping and still another for financial planning.

The process of dealing with so many vendors (and trying to keep them working as a team) was taking up too much of their time – the time they needed to be focusing on growing their businesses, that was why he decided to set up this business to provide financial solutions to businesses.

Financial Requirements

  1. Commission Express

Commission express is a real estate cash advance/commission factoring company that is based in the United States. John L. Stedman and Joseph M. Giovannelli founded Commission Express in Fairfax, Virginia, in 1992. With most real estate transactions, an agent waits between 30 and 90 days to receive his or her commission. In the meantime, the agent still has to cover the costs of running an office and paying employees.

Commission Express franchisees essentially offer agents cash advances by purchasing an agent’s outstanding commissions at a discount. When the home purchase is completed and the commission is received, Commission Express withholds between 8 and 14 percent in fees. Franchisees provide their own capital to purchase the commissions.

Financial Requirements

  1. Expense Reduction Coaching

Expense Reduction Coaching (ERC) franchisees use ERC’s proprietary software to help companies reduce long-term costs and profit by sharing 50 percent of their newfound cost savings. Franchisees analyze each clients expenses, negotiate with suppliers and make recommendations.

Expense Reduction Coaching is part of Franchise Source Brands International, which also franchises The Entrepreneur’s Source, AdviCoach, Business Partner Marketing Coach, Expense Reduction Coaching, Decor&You and DigiKids.

Financial Requirements

  1. Commercial Capital Training Group

Commercial Capital Training Group is a finance company that allows owners to become commercial loan brokers. The Commercial Capital Training Group has been a leader in the commercial finance industry, and it enables individuals to successfully own their own commercial finance business.

To buy a Commercial Capital Training Group entrepreneurs need $25,500 to invest in owning their own finance company. CCTG provides complete training for entrepreneurs in the fields of commercial finance and business ownership. CCTG focuses on the field of commercial finance, as large and small businesses are always in need of capital.

Financial requirements

  1. Dynamic Advisory Solutions

Dynamic Advisory Solutions is a management consulting firm that are experts in virtually all areas of business problem solving. The company has experience helping businesses across the United States and abroad in nearly every industry.

The company offers CFO services (Monthly financial statement analysis, Quarterly planning meetings, Budgeting & Company Dashboard), Controller Services (Monthly financial statement preparation, Bank reporting compliance, Cash-flow improvement & Cost reduction assistance) and Other Services (Hire, train, and evaluate the accounting staff, Manage merger, acquisition and divestiture activities, Risk Management and analysis, Transactional accounting assistance and bookkeeping, Commercial financing, Management reporting, Establish and maintain internal controls and Accounting software implementation).

Financial Requirements

  1. Success Member Inc.

Success Member Inc. is a financial lender business. With this franchise, you will be a direct lender with access to the Best in Class Lenders providing the most competitive rates and programs to individuals with the best and worst credit scores. The lending and financial services platform gives you the ability to earn multiple revenue streams when you start this business.

Success member inc. offers you a License that is recognized by the Federal and State Governments, Participation in Health, Dental, Vision, Life Insurance and a 401k, Lifetime Training and support, Back Office Support, Processing, Onsite training, Real Time leads, Direct mail leads, Comprehensive Marketing Package, Custom Website, Business Cards, Letter head, 1 on 1 Mentoring, Live Training Seminars, Live Webinars, Live Conference Calls, 2 Online Universities, Software, Laptop and much more.

Financial requirements

  1. Blue Coast Savings Consultants

Blue Coast Savings Consultants is a part time financial consulting firm that offers you full results. You can work from home while providing the largest portfolio of cost-cutting B2B savings services available. Blue Coast Savings Consultants help businesses to reduce expenses, and recover overcharges from over 20 significant business expense categories. By starting this business, you’ll be able to provide a risk free financial benefit to nearly 100% of businesses in America.

Financial requirements

  1. Paramount Tax

Paramount tax is a financial services business that provides CPAs, small tax firms, and licensed professionals access to the training, network, support, marketing systems, and resources needed to rapidly grow a successful tax and accounting business. The company is known for providing comprehensive tax preparation and financial services to organizations, individuals and small to medium-sized businesses with medium to complex tax returns.

By consistently delivering high quality services, they have built a reputation for integrity among clients seeking accurate, expert guidance on a variety of tax and business needs. They are ever ready to share the methods they used to quickly build a million-dollar tax firm through a Paramount Tax franchise to help you build a successful firm of your own.

Financial requirements

  1. Commercial Capital Training Group

The Commercial Capital Training Group has been a leader in the commercial finance industry for individuals to successfully own their own commercial finance business. They have developed a one-of-a-kind opportunity that allows current or aspiring entrepreneurs to successfully learn and enter into the lucrative world of commercial financing by providing loans to businesses.

The best aspect of their low overhead business model is that you have the ability to work wherever you want, whenever you want, and earn the kind of income that most people only dream of.

This industry is one of the most lucrative industries to be in because of what you’ll be able to provide. With your unique and complete business model representing a multitude of capital solutions from lenders, your potential client base is virtually unlimited with very little competition.

Financial requirements

  1. The Interface Financial Group

With 46 years’ experience in the business, the interface financial group provides franchisees with a proven system of running a business, thorough training, a comprehensive risk management program and a management team with 400+ years of combined financial services experience.

This is a financial service ‘White Collar’ franchise that can be run on either a full-time or part-time basis from a home-based office environment. IFG provides cash flow acceleration to their business clients by purchasing selected invoices at a discount.  IFG is the only truly International franchise opportunity of its kind.

Financial requirements

  1. Global Financial Training Program

Global Financial Training Program provides full service training that puts people into the business of providing loans from $5,000 to over $500 million dollars to businesses and real estate investors that are getting turned down by the bank, while earning you commissions up to 15%.

Global, a nationally recognized company with over 36 years’ experience in the lucrative field of commercial finance, has developed a simple program to train franchisees in making high annual income by providing all types of commercial loans to real estate investors and businesses that need money, and nearly every business in the world needs money to survive and grow in these economic times.

Financial requirements

  1. Vernon Street Capital

Vernon Street Capital is a full service financial company that provides an extensive portfolio of products and services to help individuals get started in the lending industry. Their primary focus is to provide training, support and funding sources along with other tools needed to be successful in the finance business. They have established lender relationships that their affiliates have access to within days of signing up.

Vernon Street Capital started off as a very successful and reputable mortgage brokerage firm based in California. The company’s founder, who has over 25 years of experience in the mortgage industry, has trained over 1,000 new loan originators and has founded several mortgage companies in the Sacramento region.

Financial requirements

  1. SiempreTax+

SiempreTax+ is a low-investment tax franchise opportunity, specializing in tax return preparation for individuals and small businesses in the Hispanic market. It is an affiliate of the Liberty Tax brand, one of the fastest growing tax preparation companies in the industry.

SiempreTax+ creates opportunities for people who want more from life. SiempreTax+ offers franchisees a year-round revenue opportunity by providing professional tax preparation and additional services that customers want and need. SiempreTax+ balances strong growth, best business practices, social responsibility, and a fulfilling life experience for their franchisees.

Financial Requirements

  • Initial Investment – $43,700 – $71,900
  • Net-worth Requirement – $25,000
  • Liquid Cash Requirement – $25,000
  • Initial Franchise Fee – $25,000 – $40,000
  • Ongoing Royalty Fee – 14%
  • Ad Royalty Fee – 5%
  1. 770 Hard Cash

770 Hard Cash is a leader in providing time-sensitive financing to real estate investors for the purchase and rehab of residential and commercial properties. With many years of highly successful mortgage lending experience behind him, Derek Harris founded 770 Hard Cash, LLC in Atlanta, Georgia. Since inception, it is said that their success has been based on unique , competitive lending programs and a focus on 100% customer satisfaction.

Now is a great time to become part of the booming real estate lending industry. No real estate license required and no mortgage experience required for you to be a part of this brand.

Financial Investment

  1. Above the Standard Procurement Group Inc.

Above the Standard Procurement Group, Inc. is the premiere outsourced procurement/cost reduction franchise on the market. Our franchisees partner with businesses of all sizes to find ways to reduce procurement costs.

From savings on common overhead products, such as office supplies and freight, to process improvements, procurement team training and/or management, transitioning to “green” procurement, their franchisees are empowered to serve their clients while generating significant revenue.

Financial Requirements

  1. Business Incentive Solutions

Business Incentive Solutions is a consulting firm that specializes in niche areas of incentives and credit services and profit recovery. Since 2004, Business Incentive Solutions has helped businesses across a range of industries realize millions of dollars in savings from available business incentive programs.

Business Incentive Solutions is focused on assisting companies in obtaining maximum value from incentives and profit recovery programs. Their integrated suite of consulting services is designed to facilitate a wide range of lucrative programs for companies.

Financial Requirements

  1. Payroll Vault Franchising LLC

Payroll Vault Franchise LLC is a unique and experienced organization that was developed to help educate and support its franchisees that have chosen to be a part of a great organization in an effort to develop great businesses and share best practices relating to the payroll service industry.

Payroll Vault strives to over-achieve for clients by offering outstanding client service, technology-driven payroll processing, and ultimate convenience for employers and their employees. Payroll Vault sets itself above by offering unmatched customer service, client options, a reliable professional network, a historical track record, and easy package pricing.

Financial Requirements

  1. Supporting Strategies

Supporting Strategies is an outsourced bookkeeping provider who enables growing business owners to focus on their core business. Supporting Strategies has developed a proven, scalable business model with highly automated systems and processes to deliver cost-effective bookkeeping services. With a low overhead and variable cost delivery model, franchisees are able to closely match costs to revenues..

Financial Requirements

  1. CPAYY

CPAYY is a tax preparation, business consulting, business services and financial planning firm in the United States. There are offering franchises in the country for interested investors. As a franchisee, you will receive an exclusive license to operate and market your practice within a pre-defined, protected territory.

Financial Requirements

30. Instant Tax Service

Instant Tax Service specializes in providing professional tax preparation, refund anticipation loans and expedited refund. Known to be a low-cost business venture, Instant Tax Service has become a major competitor, providing customers with outstanding service and instant results. Today Instant Tax provides both in-person and online filing services across the entire United States.

Founded in Cincinnati by Fesum Berhane Ogbazion, an Ethiopian native, in 1994, Instant Refund Tax Service was created while Ogbazion was persuing a degree in Accounting and Finance from the University of Cincinnati.

Over the next five years Ogbazion opened 26 additional locations throughout Ohio and Northern Kentucky and in 1999 Ogbazion sold his business to Jackson Hewitt. The next year Ogbazion moved to Dayton, Ohio and founded Instant Tax Service. By 2004 Instant Tax began selling franchise units and grew to over 1,190 locations.

Financial Requirements

  • Liquid capital required – $15,000
  • Net worth required – $10,000
  • Investment – $39,000 – $89,000
  • Franchise fee – $34,000
  1. GoTelecare

The growing shortage of doctors has made physician access more and more difficult for patients. In addition, healthcare providers face increasing costs and declining revenues. GoTelecare has solved these dilemmas by creating a way to virtualize doctor visits while reducing billing costs.

GoTelecare has created the most comprehensive telehealth video consultation and medical billing services for medical practices, healthcare facilities and healthcare services organizations. Now you can become a franchisee in this exciting healthcare solution for medical service providers and their patients.

Financial Requirements

  • Initial Investment – $133,650 – $170,000
  • Net-worth Requirement – $50,000
  • Liquid Cash Requirement – $50,000
  • Initial Franchise Fee – $100,000 – $100,000
  1. United Check Cashing

United Check Cashing business provides a wide assortment of vital services, in addition to check cashing in a bank-like atmosphere. United Check Cashing operates retail centers located in urban and suburban markets and markets themselves to consumers seeking an alternative to traditional banking relationships.

United Financial Services Group was founded in 1977 and began franchising in 1991. It has more than 80 locations throughout the United States and is based in Philadelphia.

Financial Requirements

  • Initial Investment – $226,000 – $297,000
  • Net-worth Requirement – $350,000
  • Liquid Cash Requirement – $120,000
  • Initial Franchise Fee – $30,000 – $30,000
  • Ad Royalty Fee – $1K/yr.
  1. Family Financial Centers

Family Financial Centers offer a full array of financial services and is committed to raising the standard for alternative financial service providers both for product offerings and the way they are delivered to the market. Family Financial Centers have the systems, ambience and professionalism of a traditional bank and are conveniently located to our customer’s home or work.

Located in attractive suburban centers, Family Financial Centers have the systems, ambiance and professionalism of a traditional bank. FFC offers a full array of financial services including check cashing, money orders, and wire transfer.

Financial Requirements

  • Initial Investment – $153,710 – $307,010
  • Net-worth Requirement – $500,000 – $1,000,000
  • Liquid Cash Requirement – $60,000 – $1,000,000
  • Initial Franchise Fee – $40,500 – $40,500
  • Ongoing Royalty Fee – $275+/mo.
  1. Daniel Ahart Tax Service

Daniel Ahart Tax Service offices offer state of the art tax preparation, free electronic filing with paid tax preparation and all the bank products such as refund anticipation loans. Many of the filing options offer the client a “no-money-out-of-pocket” alternative.

Some of the services offered by the company include Income tax preparations, electronic filings, direct deposits, no-money-out-of-pocket tax preparations, instant refund loans, refund anticipation loans and refund anticipation checks.

Financial Requirements

  • Initial Investment – $26,300 – $44,600
  • Net-worth Requirement – $100,000
  • Liquid Cash Requirement – $20,000
  • Initial Franchise Fee – $12,500 – $12,500
  • Ongoing Royalty Fee – 12%
  • Ad Royalty Fee – 2%
  1. American Prosperity Group (APG)

American Prosperity Group is the premier franchise in the retirement & estate planning industry, helping clients maximize retirement income. APG offers a low cost, low overhead opportunity in a field in which $18 trillion of wealth is expected to change hands in coming decades.

Financial Requirements

  • Initial Investment – $95,800 – $127,300
  • Net-worth Requirement – $270,000
  • Liquid Cash Requirement – $100,000
  • Initial Franchise Fee – $50,000 – $58,000
  1. ITM Solutions

ITM Solutions is a financial services business that set up bill-pay, money-transfer and purchasing kiosks for interested businesses. The company was founded in 2013 and it has been franchising since then. ITM Solutions has relationships with third-party sources which offer financing to cover the following: franchise fee, startup costs, equipment and inventory.

Financial Requirements

  • Initial Investment – $153,500 – $219,900
  • Net-worth Requirement – $200,000
  • Liquid Cash Requirement – $100,000
  • Initial Franchise Fee – $15,000 – $15,000
  • Ongoing Royalty Fee – $400/unit/mo.
  • Ad Royalty Fee – $100/unit/mo.
  1. American Title Loans

American Title Loan franchise provides loan options to working families and individuals who have a short term need for cash, such as paying utilities or a car repair bill. American Title Loan specializes in loans secured by the customer’s car title. Customer keep and drive the car while they are paying off their loan. American Title Loan focuses on creating a professional bank-like environment with a high level of customer service.

Financial Requirements

  • Initial Investment – $253,294 – $434,459
  • Net-worth Requirement – $500,000
  • Liquid Cash Requirement – $300,000
  • Initial Franchise Fee – $45,000 – $45,000
  • Ongoing Royalty Fee -5%
  • Ad Royalty Fee – 2%
  1. ATMtrailer LLC

If you are looking for a business that could triple your investment in a year, is easy to market, has a very low operating cost, is not a second job and can build into a business that could make you very wealthy, you have come to the right place!

The ATMtrailer is designed to service smaller events on a regular basis. Dispensing $5000 to $8000 per event makes the ATMtrailer profitable and affordable.

Financial Requirements

  • Initial Investment – $65,000 – $88,500
  • Net-worth Requirement – $100,000
  • Liquid Cash Requirement – $65,000 – $88,500
  • Initial Franchise Fee – $16,000 – $16,000
  • Ongoing Royalty Fee – $0.50/transaction
  • Ad Royalty Fee – $4K
  1. Tayne Law Group

Tayne Law Group is a financial services business that focuses on offering debt-resolution legal services to businesses. The company was founded in 2002 but it started franchising in 2016. It is the parent company of Tayne law group. The company gives its franchisees support options that include; Ongoing Support, Purchasing Co-ops, Newsletter, Meetings/Conventions, Toll-Free Line, help with Grand Opening, Online Support, Security/Safety Procedures, Field Operations etc.

Financial Requirements

  • Initial Investment – $83,820 – $108,970
  • Initial Franchise Fee – $40,000 – $40,000
  • Ongoing Royalty Fee – 20% reverse royalty
  1. G.I. Tax

G.I. Tax franchise wants you. If you’re dreaming about building your own business, get started today in one of the fastest growing franchised businesses in the country. Founded in 2013 to provide military and non-military personnel the American dream of owning their own business, G.I. Tax is America’s most trusted tax service franchises. It is equally one of the few tax preparation businesses which operate year-round.

Financial requirements

  • Total Investment – $127,000 – $188,000
  • Cash Required – $30,000
  1. Motto Mortgage

Motto Mortgage is a different kind of mortgage network that provides clarity and personalized guidance to homebuyers who deserve an advocate. It’s a groundbreaking concept that connects a real estate brokerage to a separate, franchised mortgage brokerage, providing the one-stop shop homebuyers want and the experience they deserve.

The new model is the first national mortgage brokerage franchise in the United States and is offered by Motto Franchising, LLC, the second member of the RE/MAX Holdings, Inc. family of brands. It brings opportunity to consumers, brokers, loan officers and agents. Each Motto Mortgage office is independently owned, operated, and licensed.

Financial Requirements

  • Initial Investment – $47,300 – $67,300
  • Initial Franchise Fee – $25,000 – $26,500
  • Ongoing Royalty Fee – $4.5K/mo.
  • Ad Royalty Fee – $300/mo.
  1. Fiesta Auto Insurance and Tax

John Rost launched Fiesta Auto Insurance and Tax in 1999 to meet a growing demand for auto insurance within underserved Hispanic and blue-collar communities in Southern California. Franchisees of the Huntington Beach-based company offer auto, home, business, rental property, boat and motorcycle insurance, as well as tax preparation services. The company allows both startup franchises and conversions of existing businesses to the Fiesta brand.

Financial Requirements

  • Initial Investment – $67,052 – $120,599
  • Net-worth Requirement – $100,000
  • Liquid Cash Requirement – $50,000
  • Initial Franchise Fee – $10,000 – $10,000
  • Ongoing Royalty Fee – 15-25%
  • Ad Royalty Fee – Up to $1.2K/mo.

42. Happy Tax Franchising

Happy Tax is a low cost, high value national income tax preparation franchise for independent people starting out in business. Unlike the others out there, there is truly no need to have tax experience as Happy Tax has a back office staffed with CPA’s.

Happy Tax Franchising has relationships with third-party sources which offer financing to cover the following: franchise fee, startup costs, equipment, inventory, accounts receivable, payroll

Financial Requirements

  • Initial Investment – $30,400 – $66,500
  • Initial Franchise Fee – $20,000 – $25,000
  • Ongoing Royalty Fee – 10-20%
  • Ad Royalty Fee – 2%