The Franchise Growth Kit

The numbers, the markets, and the playbook — in one download.

Everything a serious operator needs before the first call: investment ranges, the four-revenue-stream model, Hispanic-market sizing, the territory model, the marketing system, the ramp timeline, and frequently-asked questions answered straight up.

40+Pages of detail
10 secTo download

What’s inside the kit.

Built for serious operators. Not a sales brochure — the actual numbers, sources, and structure you need to do your homework.

FDD Highlights · Fees & Investment

The franchise fee, the full initial investment range, and the royalty and brand-fund structure — straight from the current ATAX FDD.

Total Investment Range

Franchise fee, office build-out and signage, technology, working capital, and the typical funding options including SBA loans and 401(k) ROBS rollovers.

The Territory Model

How protected territories are mapped, how a market is sized, and how owners grow into additional ATAX locations over time.

The Quick Start Marketing System

The Loyalty Brands marketing infrastructure: location naming, multi-page microsites, listings management, LSA, CRM, marketing automation.

Industry & Category Data

Market data on the Hispanic tax-services opportunity, sources cited — where the demand is, who the customer is, and why the category keeps growing.

The Path to Ownership

Step-by-step process from intro call to grand opening. FDD review, validation calls with current owners, approval, funding, and onboarding.

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Not a sales brochure — the offering, the markets, and the model with sources cited, so a serious operator can do real diligence before the first call.
AT
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The information on this website is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for information purposes only. An offering can only be made by a Franchise Disclosure Document (FDD).

The following states regulate the offer and sale of franchises: California, Hawaii, Illinois, Indiana, Maryland, Michigan, Minnesota, New York, North Dakota, Oregon, Rhode Island, South Dakota, Virginia, Washington and Wisconsin. If you are a resident of one of these states or intend to operate a franchise in any of these states, we will not offer or sell you a franchise unless and until we have complied with any applicable pre-sale registration and/or disclosure requirements in your state.

The offering of a franchise in New York can only be made by a prospectus that has been previously filed and registered with the Department of Law of the State of New York. The application for registration of an offering prospectus or the acceptance and filing by the Department of Law as required by the State of New York law does not constitute NY approval of the offering or the sale of such franchise by the Department of Law or the attorney general of New York.

The California Department of Financial Protection and Innovation has not reviewed or approved our website. Minnesota file numbers 9717 and 9718.