Multi-Unit Franchisee Magazine Special Edition | Page 57

2017 Annual Edition RETAIL & SERVICES QUALIFICATIONS “ Innovator in the tax industry with a mission of offering its hard-working clients access to simple, low-cost solutions to manage their taxes and tax refunds.” DEMOGRAPHICS Our system can meet the needs of any cus- tomer with the need to fi le a federal and state income tax return each year. The cus- tomer we serve ranges from early tax season fi lers with simple tax returns to late season clients with more complex tax fi ling needs. • Strategic Partnerships: Walmart ® & American Express ® • Lifestyle Choice: Tax Preparation is a Seasonal Business • Multi-Unit Expansion: Our Franchisees Average Over 7 Locations • 2 Year Dedicated Mentoring Program With Our Franchise Integration Team RANKINGS & AWARDS Jackson Hewitt is the 2nd largest in-person full service tax preparation company in the nation; ranked #146 overall by Franchise Times in 2016. OPPORTUNITY DESCRIPTION Since 1986, the organization has grown to 6,000 franchised and company-owned locations, including 3,000 in Walmart stores throughout the United States. Our low start-up investment offers new franchisees the opportunity to choose their own path to success: a single tax offi ce location or expansion into multi-units, applying a market strategy shared by nearly 75% of our system. We are seeking new franchisees with a pas- sion to grow and expand their footprint into multiple units over 3-5 years. Candidates should have available operating capital of $50,000-$75,000 for each storefront loca- tion. Walmart kiosk locations require avail- able operating capital of $35,000-$50,000. Previous franchise, small business, or retail management experience is preferred. FAST FACTS: FRANCHISING SINCE: 1986 MULTI-UNIT FRANCHISE OPERATING UNITS: 75% TOTAL OPERATING UNITS: 6,087 COMPANY OPERATING UNITS: 1,939 CAPITAL INVESTMENT: $44,721- $105,375 FRANCHISE FEE: $20,000-$25,500 ROYALTY FEE: Graduated royalty structure; up to 15% ADVERTISING FEE: 6% EARNINGS CLAIMS: Yes Stable Industry: According to the IRS.gov website, over 150 million Americans filed a tax return in 2016, with nearly 60% of all individual tax returns being prepared by a paid tax professional. BUILD-OUT OPTIONS: Kiosk and Storefronts AVAILABLE TERRITORIES: All States SITE ASSISTANCE CONTACT A comprehensive analysis of market demo- graphics and industry data is provided for all available territories to determine opti- mal placement for storefront locations. Additionally, personalized site selection assistance is provided through our field based Regional Directors. DEIDRE TALT Director, Franchise Development [phone] [email protected] www.jacksonhewitt.com Multi-Unit Buyer’s Guide 55