Financial Services Franchise Opportunities
Consumer tax preparation, insurance and lending.
- Published brands
- 5
- Median low-end investment
- $30,350
- Brands with Item 19 figures
- 2 of 5
- FDD years covered
- 2025–2026
Calculated from the low end of each brand's reviewed Item 7 total in its latest FDD. The low end is the cheapest disclosed scenario, not a typical cost. Not a ranking or recommendation.
Business models in financial services
- Insurance · 3 brands
- Lending services · 1 brand
- Tax preparation · 1 brand
Brands
GlobalGreen Insurance AgencyItem 7: $32,600 – $70,000 · 2025 FDDInsurance · No Item 19 figures on file
PACCAR Leasing CompanyItem 7: $554,250 · 2026 FDDLending services · No Item 19 figures on file · 457 outlets
Renegade InsuranceItem 7: $30,350 – $107,600 · 2026 FDDInsurance · No Item 19 figures on file
The Doan GroupItem 7: $14,050 – $68,000 · 2026 FDDInsurance · Item 19 figures
Toro TaxesItem 7: $17,835 – $79,150 · 2026 FDDTax preparation · Item 19 figures
Financial Services matchups
Questions to research for any financial services franchise
- Which Item 7 format matches the business you would actually open, and what does the high end include?
- What are the recurring Item 6 charges beyond royalty: brand fund, technology, minimums?
- If Item 19 is disclosed, which locations does it cover, and which were excluded?
- How many outlets opened, closed or transferred in Item 20, and can you call former owners?
How we read FDDs · Glossary · Under $50k · Under $100k · Under $150k