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WELCOME TO LISTO TAX SOLUTIONS
CLIENTPRESENTATION
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OUR HISTORY
• Founded by Clayton Cathcart • Established in 1996• Began Franchising in 2009• Company Owned Units: 1• Franchised Units: 0• Projected new Units: 12
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WHAT WE PROVIDE
A Listo Tax Solutions™ business center offers tax preparation and other businessservices to the general public, but with a niche focus on the Hispanic community in the area
Listo Tax Solutions is your complete resource for confidential, accurate, efficient and affordable tax, accounting, payroll and translation services.
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Motto
At Listo Tax Solutions you will find that we are Listo (ready) to serve
you. In fact that is our motto
‘Estamos Listos’ (we're ready).
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THE INDUSTRY
“There are two things you must do in this life. Breathe and pay taxes!”
Everyone pays taxes
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WHY LISTO TAX SOLUTIONS?
• Experience and a proven business model • An easy-to-use system. No tax or accounting
experience is necessary. • Recession-resistant. Taxes must be filed every year,
no matter what the state of the economy.• Tools to reach the community• Comprehensive training• Ongoing support• Rare opportunity to serve the nation’s largest
emerging market• Deliver professional services with integrity and respect• Develop trusted relationships by offering a
comfortable, confidential experience• Pride of business ownership• Limited risk, high reward
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COMPETITION
• H&R Block• Jackson Hewitt• Liberty Tax Services• Local tax preparation
companies• Regional/National
Accounting Firms• Computer Software
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WHAT SETS US APART
• We train you how to hire staff to market to the Hispanic community.
• Most tax franchises leave few options after April 15th. We give you the opportunity to earn money year round by including accounting, payroll, and translation services.
• Professional work stations that are second to none!• Private Interview stations (with Identity Theft on the rise,
this is a very sellable point with potential clients.)• Customer Service that will keep your clients coming back
year after year!• Lower Franchise Fee and Royalty Fee than the
competition.
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TARGET MARKET
• 18-57 year olds with annual gross income from $8,000-$75,000
• Single and married couples• Families with Children• Ideal profile community-Families with an
average median household income from $30,000-$50,000
• Hispanic Community
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PROVEN SYSTEM
Built a system that allows freedom and support while
maintaining structure within the brand.
A process available to allow flexibility of the franchisee
improves profitability!
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TRAINING
The Initial Training Program covers a variety of topics relevant to the franchise relationship including:
• Review of your contractual duties under the Franchise Agreement• Philosophy and culture of the Listo Tax Solutions™ System• Client service• Use and protection of the Listo Tax Solutions™ Licensed Marks and
Confidential Manual• Hiring and delegation of operating functions to management-level
employees Including the Operations Manager• Reporting obligations • 40 hours of training• 80 hours optional tax training• Online continuing education• On-site training for additional fee
We hold the Initial Training Program at an operating Listo Tax Solutions™ business center that we designate.
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SOFTWARE SYSTEM
LISTO COMPLETE ACCESS
• Provides Pro-Active support that is available 24 hours a day and is constantly being updated!
• Ordering marketing materials• Furniture orders• Suggestion and message board for extensive
training• Ability to forward complicated documents to
corporate office, which will be filled out and submitted back to your office the same day!
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CANDIDATE QUALIFICATIONS
• Business Experience• Meets financial requirements• Ability to work well with others• No Spanish language skills required
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FINANCIAL INFORMATION
SINGLE UNITCash Investment: $50,000Total Investment: $45,200-$82,200Minimum Net Worth: $100,000Franchise Fee: $20,000 Royalty: 11.5%Ad Fee: 3%Site Location: 700-1500sq ftFinancial Assistance Provided: NOSite selection Assistance: YESCo-Op Advertising: YESPassive Ownership: Possibly
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FINANCIAL INFORMATION
3-Pack
Cash Investment: $65,000Total Investment: $74,200-$111,200Minimum Net Worth: $150,000Franchise Fee: $49,000
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FINANCIAL INFORMATION
Master
Cash Investment: $185,000Total Investment: $146,000-$435,000Minimum Net Worth: $300,000Franchise Fee: $136,000-$380,000 (50/50 Split with Corp Office)Royalty: 45/55 split
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QUESTIONS AND ANSWERS