Business Description

MONEY CONCEPTS offers financial planning control. We are the fastest-growing independent franchise in financial services in Canada, specializing in complete financial planning and searching the market for financial products to implement our plan.

Franchisor Background

Year Established:  1984

Franchising Since:  1985

Operating Units:
Franchised Units:	94	100%
Company-Owned Units:	0	0%
Total Operating Units:	94	100.0%
Geographic Distribution: U.S.: 0 0% In 8 States Canada: 94 100% In 8 Canadian Provinces International: 0 0% In 0 Foreign Countries   Total: 94 100.0%

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

Density	Units
1. Ontario	53
2. New Brunswick	5
3. British Columbia	21

Registered in Following Registration States: Alberta

Financial Requirements

Investment:
Minimum Net Worth:	$200K+
Cash Investment:	$50K
Total Investment:	$80K
Average Total Investment:	$80K
Fees:
Initial Franchise Fee:	$49.5K
Average Franchise Fee:	$50K
On-Going Royalty:	Varies
Average Royalty:	-1%
Advertising Fee:	2%/$5K Max.

Average Number of Employees: 4 Full-time, 0 Part-time

Space Needs (in square footage): 750-1,000

Preferred Sites:

Other Sites:

Encourage Conversions? Not Applicable

Earnings Claims Provided?: No

Franchisee Qualifications
Ranked from 1 (unimportant) to 5 (important):
Financial Net Worth:	3
General Business Experience:	4
Specific Industry Experience:	1
Formal Education:	2
Psychological Profile:	4
Personal Interview(s):	5
Terms of Contract
Term of Initial Contract:	5 Year(s)
Term of Renewal Period:	1 Year(s)
Passive Ownership:	Allowed, But Discouraged
Area Development Agreements?	Yes, for 1 Year(s)
Sub-Franchising Contracts?	No
Franchisees Allowed to Expand Within Territory?	Yes
Support and Training
International Franchise Association:	No
Canadian Franchise Association:	Yes
Franchisee Association/Member:	Yes, Member
Size of Corporate Staff:	25
Site Selection Assistance?	Yes
Lease Negotiation Assistance?	No
Financial Assistance?	No
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:	Included in Fees
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:	Included in Fees
Regional or National Meetings:	Included in Fees
800 Telephone Hotline:	Included in Fees
Training:
1. Head Office	2 Weeks
Expansion Plans
Projected New Units Over Next 12 months: 25 U.S.: No Canada: Yes, All Canada Overseas: No	Request Franchisor Info   Submit an online form to receive information from Money Concepts (Canada).