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Fiducial

A FIDUCIAL franchise is a business which provides small businesses and individuals with back office support and accounting and financial management services, tax services, financial services, business counseling services and payroll services. Franchise offices operate out of commercial spaces furnished in such a manner that clients walking in immediately realize that their business, financial and tax needs will be taken care of by qualified individuals who will be there for them year after year.

Franchisor Background

Year Established:

1999

Franchising Since:

1999

IFA Member

Operating Units:
Franchised Units:	554	94.9%
Company-Owned Units:	30	5.1%
	______	_____
Total Operating Units:	584	100%

Geographic Distribution:
U.S.:	584	100%	In 48 States
Canada:	0	0%	In 0 Canadian Provinces
International:	0	0%	In 0 Foreign Countries
	______	_____
Total:	584	100%

North America:
States/Provinces with the largest number of operating units:
Density	Units

Registered in Following Registration States:

California, Florida, Hawaii, Illinois, Indiana, Maryland, Michigan, Minnesota, New York, North Dakota, Oregon, Rhode Island, South Dakota, Virginia, Washington, Wisconsin, District Of Columbia

Financial Requirements

Investment:
Minimum Net Worth:	$150K
Cash Investment:	$60-75K
Total Investment:	$44.4-115.5K
Average Total Investment:	$80K

Fees:
Initial Franchise Fee:	$12.5-25K
Average Franchise Fee:	$19K
On-Going Royalty:	1.5-6%
Average Royalty:	4%
Advertising Fee:	2%

Average Number of Employees:

1-8 Full-time, 1-2 Part-time

Space Needs (in square footage):

800-3,200

Preferred Sites:

Other Sites:

Encourage Conversions?

Yes

Earnings Claims Provided?

Listed in the SBA Registry?

Support and Training

International Franchise Association:	Yes
Canadian Franchise Association:	No
Franchisee Association/Member:	No
Size of Corporate Staff:	82
Site Selection Assistance?	Yes
Lease Negotiation Assistance?	No
Financial Assistance?	Yes, Direct

Marketing Support:
Co-Op Advertising:	No
National Advertising:	No
Regional Advertising:	No
Local Advertising:	No
Marketing Materials:	None Specified
Additional Services:	None Specified
Other Marketing Support:	None Specified

On-Going Support:
Central Data Processing:	At Additional Cost
Central Purchasing:	At Additional Cost
Field Operation Evaluation:	Included in Fees
Field Training:	Included in Fees
Initial Store Opening:	Not Applicable
Inventory Control:	Not Applicable
Franchisee Newsletter:	At Additional Cost
Regional or National Meetings:	At Additional Cost
800 Telephone Hotline:	Included in Fees

Training:
1. Columbia, MD	10-15 Days

Franchisee Qualifications

Ranked from 1 (unimportant) to 5 (important):

Financial Net Worth:	5
General Business Experience:	4
Specific Industry Experience:	5
Formal Education:	2
Psychological Profile:	3
Personal Interview(s):	4

Minority Representation

Units Owned by Minorities:
African-American:	8
Asian-American:	2
Hispanic:	10
Native American:	2
Other:	N/A
Specific Minority:	Although we strongly support the objectives of the NMFI, we do not yet have any specific programs in place at this time.

Terms of Contract

Term of Initial Contract:	10 Year(s)
Term of Renewal Period:	5 Year(s)
Passive Ownership:	Allowed, But Discouraged
Area Development Agreements?	No
Sub-Franchising Contracts?	No
Franchisees Allowed to Expand Within Territory?	No

Expansion Plans

Projected New Units Over Next 12 months:

U.S.:	Yes, All United States
Canada:	No
Overseas:	No

Franchisor Background

Year Established:

Franchising Since:

IFA Member

Operating Units:

Geographic Distribution:

North America: