• Franchise Fee:$120,000
• Total Investment Range:
$300,000
• Required Cash liquidity:
$100,000
Financing Assistance:
•No
Training and Support:
•Yes
Franchise Description
Our Franchisees provide financial education classes to their customers. These classes cover a broad spectrum of topics from the active trading of stocks to effectively managing 401K investments. Classes are conducted in classrooms that are located in a facility that is leased by the Franchisee and then built out according to plans that we provide to them.
Key Advantages
1) Large markets; we only award Franchises in markets of 1.5MM or more population.
2) Exclusive and large territory; we only award one Franchise in each qualifying market so we will only have one franchise in any metropolitan area.
3) Basic, straight forward business model; We provide the web site, the marketing materials, all of the classroom content and the teachers. This allows our Franchisees to focus on the process of sales and building the number of customers for their business.
4) High demand product; financial education is badly needed in today’s markets.
5) Small, “family oriented” system. We will only have 38 Franchises in the entire US. Our Franchisees will never be lost in the numbers. We will always know each other on first name basis and will share best practices and work together to make our offering as good as it can possibly be.
6) No direct competition.
Franchise Training and Support
Our Initial Franchise Training for new Franchisees and General Managers is a two week program conducted in our Irvine, CA, facility. We also have extensive sales training programs for the Franchisee’s sales team. These are conducted in Irvine, in Regional Workshops, at the Franchisee location and online. Online sessions are archived. We also have training programs for the admin and accounting processes.
Investment Requirements
Franchise Fee: $120,000
Required Cash liquidity: $100,000
Total Investment Range: $300,000
