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Financial Services Franchise Industry News & Announcements

Franchising.com brings you the latest in Financial Services franchising news from around the web. As one of the most trusted news sources for the Financial Services franchise industry, Franchising.com streams hundreds of the latest news directly to your desktop.

Liberty Tax Service Finalizes The End Of Tax Season In Times Square »

April 11, 2014 at 8:40AM PDT | Source: Liberty Tax Service
Liberty Tax Service  Opportunities Available

Virginia Beach, VA (PRWEB) April 11, 2014 - For a second year now, Liberty Tax Service, a subsidiary of JTH Holding, Inc. (NASDAQ: TAX), is completing this year's tax season with a grand finale finish. Lady Liberty wavers will fill Times Square in New York City to once again close the season. The public is invited to come out on Tuesday, April 15, and have their photos taken with Miss Liberty Tax, Brittney Wojtaszek. Then, they are welcome to watch as their pictures appear on the NASDAQ Tower in Times Square. The festivities will continue throughout the day, with Lady Liberty wavers passing out giveaways to the crowd. At 4:00 p.m., founder and CEO of Liberty Tax, John Hewitt, will ring the closing bell for NASDAQ.
"We had such a phenomenal response to the event last year we had to do it again this year...

H&R Block Reaches Definitive Agreement To Divest Its Bank »

April 11, 2014 at 4:09AM PDT | Source: H&R Block

KANSAS CITY, MO  - (Marketwired - April 1, 2014 -- H&R Block, Inc. (NYSE: HRB)

H&R Block Bank to sell certain assets and liabilities to BofI Federal Bank ("BofI")
Transaction subject to regulatory approvals
Net, ongoing financial impact of transaction expected to dilute H&R Block earnings by approximately $0.07 to $0.09 per share annually beginning in fiscal 2015, based on current fully diluted shares outstanding

H&R Block, Inc. (NYSE: HRB), the world's largest consumer tax services provider, today announced that H&R Block Bank has entered into a definitive purchase and assumption agreement with BofI Federal Bank ("BofI") to sell certain assets and transfer certain liabilities to BofI...

United® Real Estate Celebrates One Year Of Franchising With Milestone Of 17 Territories »

April 11, 2014 at 4:00AM PDT | Source: United Real Estate

Top National Real Estate Company Expands Nationwide in One Year with Disruptive Business Model
April 11, 2014 // Franchising.com // KANSAS CITY, Mo. – United® Real Estate, a fast-growing urban-centric real estate and franchise operation company, today celebrates the one-year anniversary of its comprehensive franchise offering. Since the introduction of its franchise model in April 2013, the company has sold 17 territories under its protected territory model, expanding to a number of the largest metropolitan areas of the United States.
"Now, more than ever, is an exciting time to be part of the United team as we continue to expand month after month," said Peter Giese, president, United Real Estate. "The rapid success of our franchise system in just one year proves that our offerings are unlike any other in the real estate industry...

Pacific Divorce Management Announces Partnership With Michelle Smith Of Source Financial Advisors »

April 09, 2014 at 5:56AM PDT | Source: Pacific Divorce Management

San Diego (PRWEB) April 09, 2014 - Pacific Divorce Management and Michelle Smith of Source Financial Advisors LLC today announced a partnership aimed at helping more financial advisors adopt their proven divorce financial planning methodologies.
"As the two nationwide leaders in the divorce financial planning business, we have taken intellectual property from both businesses and created one set of best practices, which we believe will be very appealing to advisors across the country," said Justin Reckers, founder and CEO of Pacific Divorce Management.
"Knowing that Justin and his team have taken a deep dive and really own the space in California, as I have and do in New York, creates a kind of bi-coastal nirvana for other advisors who may wish to join us," said Michelle Smith, CEO and founder of Source Financial Advisors...

H&R Block Dollars & Sense Awards $19,000 In Classroom Grants »

April 09, 2014 at 4:14AM PDT | Source: H&R Block

Teachers and Students Answer: How Big is a Billion?
KANSAS CITY, MO - (Marketwired) - April 8, 2014 - Americans leave more than $1 billion on the table every year by doing their own taxes - a fact demonstrated in H&R Block's "Get Your Billion Back, America" national advertising campaign by placing $500 on seats in a professional football stadium. After hearing from students interested in the math, H&R Block asked teachers to turn the idea of $1 billion into a math assignment by submitting real-life examples to illustrate the concept. Classroom grants of $3,000, $2,000 and $1,000 were awarded across three grade tiers: grades 4th-6th, 7th-9th and 10th-12th.
Thanks to the ingenuity of teachers and students nationwide participating in the "How Big is a Billion? Challenge, we know $1 billion would be enough to purchase $20 in school supplies for every public school student in the country, from pre-kindergarten through 12th grade, among other things...

Liquid Capital Receives Franchisees' Choice Designation Award At CFA National Convention »

April 08, 2014 at 8:02AM PDT | Source: Liquid Capital

Liquid Capital Wins Coveted Franchise Award for Third Consecutive Year
April 08, 2014 // Franchising.com // Toronto, ON - Liquid Capital, a franchisor that specializes in factoring, received the "Franchisees’ Choice" designation at the 23rd annual Canadian Franchise Association (CFA) National Convention in Niagara Falls, Ontario on April 7, 2014. The award recognizes Liquid Capital as a company whose franchisees display high levels of confidence in the company.
The Franchisees’ Choice designees are CFA member franchise systems who voluntarily took part in an independently-administered survey. Franchisees were asked to assess their franchisor in key areas of the franchise business model, including the franchisee selection process; information package; leadership; business planning and marketing; training and support; ongoing operations; and the relationship between the franchisor and franchisee...

Renters Warehouse Announces Partnership With The Minnesota Twins »

April 08, 2014 at 5:01AM PDT | Source: Renters Warehouse®

America's Professional Landlords will also own exclusive title sponsorship of the first-of-its-kind Official MLB Review.
Minnetonka, MN (PRWEB) April 07, 2014 - Renters Warehouse, one of the leading and most awarded property management companies in America announced today that they are set to become the proud property management partner of the Minnesota Twins. It is bold moves such as this that Minnesotans have come to expect from Renters Warehouse, who earlier this year announced the ownership of over ten local studio naming rights and new celebrity endorsers.
In addition, Renters Warehouse revealed that they have secured the exclusive title sponsorship of the famous in-stadium Kiss Cam, as well as the first-ever title sponsorship of the new Official MLB Review...

United® Real Estate Celebrates More Than 2,500 Closed Transactions In 12 Months »

April 07, 2014 at 6:48AM PDT | Source: United Real Estate

Top National Real Estate Company Increases Number of Sales Transactions by 260 Percent, Continues Rapid Growth and Expansion
April 07, 2014 // Franchising.com // KANSAS CITY, Mo. - United® Real Estate, a fast-growing urban-centric real estate and franchise operation company, announces that its five company-owned offices have collectively closed a total of 2,557 sales transactions in the past 12 months, increasing its number of sales transactions by 260 percent and continuing its expansion into the largest metropolitan markets nationwide.
"When we started United in 2011, we closed a total of 85 transactions and have since watched the company scale from a startup concept to the fastest growing real estate company in less than three years," said Dan Duffy, Chairman and CEO, United and United Country Real Estate...

BookKeeping Express Partners With Dogtopia To Boost Dog Daycare Franchise's Bottom Line »

April 04, 2014 at 4:23AM PDT | Source: Bookkeeping Express Centre

April 04, 2014 // Franchising.com // TYSONS CORNER, Va. – BookKeeping Express has partnered with Dogtopia, a national dog daycare, spa and boarding franchise, to improve the organization's financial well-being through its specialized Franchisor Express program. Leveraging its experience as a franchisor and its expertise in business accounting, BookKeeping Express will help Dogtopia solve an imperative piece of the operations puzzle.
By combining technology and people, BookKeeping Express offers a much-needed service to small and medium sized businesses by offering a full range of bookkeeping, management, accounting and financial reporting services traditionally only reserved for big corporations. BookKeeping Express focuses on enabling Dogtopia owners to work on their business rather than in their business...

Rainbow International® Celebrates National Find A Rainbow Day  »

April 03, 2014 at 11:11AM PDT | Source: Rainbow International

WACO, Texas (March 27, 2014) – From a symbol for social change, a bridge connecting heaven and earth, to the U.S. Army 45th Infantry Division patch and the spot where you will find a leprechaun’s gold, the rainbow has been used to symbolize joy and goodness in mankind. National Find a Rainbow Day is April 3, and to celebrate, Rainbow International has ways to find the silver lining in any situation.
Make obstacles a challenge
If obstacles damper and cloud your day, turn them into challenges. Once you accept the obstacles as a challenge you can make gray clouds go away and find your rainbow. Completing the obstacles will allow you develop new qualities and improve your character.
Make a list
When faced with a difficult situation, create in your head or on paper a list of things you are thankful for...

Socrates Named 'Greatest Hipster In History' At Inaugural Irony Games »

April 02, 2014 at 8:21AM PDT | Source: H&R Block

Covenant House Also Winner With $10,000 Donation From H&R Block Through HipsterTaxCrisis.com
SEATTLE, WA - (Marketwired) - April 02, 2014 - After a week of intense voting at HipsterTaxCrisis.com, Socrates was elected the "Greatest Hipster in History" with 31.7 percent of the votes in an announcement made at the first Irony Games in Seattle.
The star of "Bill & Ted's Excellent Adventure" and Greek philosopher, Socrates just barely bested historical luminaries including President Abraham Lincoln, who finished with 31.4 percent of the votes. The esteemed Albert Einstein finished in third place with 28 percent of votes for the award already being considered on par with the Teen Choice Awards, Nobel Prize for Peace and the Robert Goulet Memorial Mustached American of the Year...

A Conflicted Optimism: Teens And Their Financial Future »

March 28, 2014 at 9:07AM PDT | Source: H&R Block

Despite Anxiety About Debt and Employment, Survey Shows Teenagers Look to Wisdom of Parents and the Promise of College
KANSAS CITY, MO - (Marketwired) - March 28, 2014 - H&R Block, Inc. (NYSE: HRB) -- As America's next generation looks ahead to adulthood, it is doing so with conflicted optimism, according to a recent national survey1 conducted by H&R Block Dollars & Sense, a program designed to increase the financial fitness of American teens. The survey looked at the mind-set and behavior of young adults, ages 13-17, and found that eight of every 10 teenagers are worried about finding a good job and more than half are concerned about being worse off financially than their parents, who 75 percent say are their most important source of financial information...

J.D. Byrider Adds Two Franchise Consultants To Team »

March 28, 2014 at 7:27AM PDT | Source: J.D. Byrider

March 28, 2014 // Franchising.com // CARMEL, Ind. – J.D. Byrider, the nation’s leading used car and finance company, is pleased to announce Brad White and Jeff McKay have been added as franchise consultants at J.D. Byrider’s Carmel, Ind., headquarters. Both will be responsible for supporting J.D. Byrider franchisees, advising for operational and financial improvement, and building leadership teams in each region.
"Brad and Jeff round out our team of seven franchise consultants who are experts in our field support system, helping our franchisees achieve their goals while ensuring our customers nationwide receive exceptional experiences,” said Tom Welter, vice president of franchising. “As both men have grown within our system, we look forward to using their strategic and operational insights to help achieve our double-digit store growth goals...

Finalists Unveiled For "Greatest Hipster In History" »

March 26, 2014 at 8:30AM PDT | Source: H&R Block

Winner to Be Named at the Irony Games in Seattle on April 1; Voting Underway for Coveted Honor at HipsterTaxCrisis.com
SEATTLE, WA - (Marketwired) - March 26, 2014 - After two weeks of intensely debated nominations, finalists for the coveted "Greatest Hipster In History" (voting at HipsterTaxCrisis.com) were released today, led by a well-crafted collection of historically relevant progressives, with a winner to be crowned at the first Irony Games on April 1 in Seattle.
The six finalists for the "Greatest Hipster In History" award -- expected to soon eclipse awards such as "Teen Choice," "Nobel Prize for Peace," and "Robert Goulet Memorial Mustached American of the Year" due to the immense interest in the hipster lifestyle -- include:

President Abraham Lincoln
Albert Einstein
Audrey Hepburn
Jack Kerouac
Joan Of Arc
Socrates

"We're going to crown this important title on some much-deserving historical Hipster," said ESPN anchor Kenny Mayne, who's been leading a campaign to educate hipsters about taxes and highlight their greatness at HipsterTaxCrisis...

JTH Holding, Inc. Adds Chief Investment Officer To Mark Baumgartner's Role »

March 21, 2014 at 5:30AM PDT | Source: Liberty Tax Service
Liberty Tax Service  Opportunities Available

VIRGINIA BEACH, VA - (Marketwired) - March 20, 2014 - JTH Holding, Inc. (NASDAQ: TAX) (the "Company"), the parent company of Liberty Tax Service, announced today that it has added the title and responsibilities of Chief Investment Officer (CIO) of JTH Holding, Inc. to Mark Baumgartner's role. Mr. Baumgartner was previously the Company's Chief Financial Officer and currently serves as Chief Executive Officer (CEO) of the Company's JTH Financial subsidiary. His expanded responsibilities as both CEO of JTH Financial and CIO of JTH Holding, Inc. include business development where he will explore new ventures and investment opportunities that align with or scale the Company's current business.
"Mark has been a huge part of getting the Company to where it is today," said John Hewitt, Chief Executive Officer...

Steve Rotay Is Featured Speaker At BuildingsNY For Professional Property Owners And Managers »

March 21, 2014 at 4:50AM PDT | Source: Paul Davis Restoration
Paul Davis Restoration Opportunities Available

March 21, 2014 // Franchising.com // Lancaster, Pa. - Steve Rotay, owner of Paul Davis Restoration and Remodeling of Central PA, recently served as a featured speaker at "BuildingsNY" held at the Javits Center in New York City. On March 19, Rotay spoke on the topics of protecting profits with emergency preparedness, remediation partnerships and business continuity. Specifically, Rotay addressed the essential elements of identifying disasters and implementing emergency plans and remediation as keys to managing risk, mitigating property losses and reducing loss of income. Rotay also shared visuals with examples of fires, floods, and crime scenes to further inform attendees about the many different types of losses and risks.
BuildingsNY is a regional gathering for property owners and managers to find solutions about lowering commercial real estate operating costs and increasing profits...

Energy Automation Systems Hires Mary-Beth Army As Chief Financial Officer »

March 20, 2014 at 4:19AM PDT | Source: Energy Automation Systems

March 20, 2014 // Franchising.com // Energy Automation Systems ("EASI") is pleased to announce that Mary-Beth Army has joined the Company as Chief Financial Officer. Paul Bleiweis, CEO of EASI, said "We are thrilled to have someone with Mary-Beth's skills and experience join our team. She will play a key role in helping EASI continue to grow and establish itself as a leader in providing energy efficiency solutions for large industrial and commercial facilities".
Ms. Army has nearly 20 years of experience working as a CFO and in senior finance roles within growth stage companies similar to EASI. Most recently, Ms. Army was in a senior finance role with Healthtech Holdings, a rapidly growing software company with over $100 million in revenues which is focused on the healthcare market...

H&R Block Survey Indicates More Than Three-Quarters Use U.S.-Based Tax Preparer »

March 19, 2014 at 7:36AM PDT | Source: H&R Block

Nearly One-Third of Expats Confused by U.S. Tax Filing Requirements
KANSAS CITY, MO - (Marketwired) - March 19, 2014 - H&R Block (NYSE: HRB) -- While nearly six million Americans live or work abroad, nearly two million of them admit they aren't very knowledgeable when it comes to their tax filing obligations. In addition, even though the tax filing deadline for these taxpayers, also known as expatriates, isn't until June 15 most years, almost two-thirds still file by the April 15 deadline most taxpayers in the U.S. must meet.
These stats and more were found in a recent survey by H&R Block and Internations.org, an online community of Americans overseas.
"The U.S. is one of the only countries that taxes income based on citizenship instead of residency," said Roland Sabates, senior manager of H&R Block's expat services and a tax attorney...

Win A Million Dollars From Liberty Tax Service »

March 19, 2014 at 7:20AM PDT | Source: Liberty Tax Service
Liberty Tax Service  Opportunities Available

It's Madness, Alright.
March 19, 2014 // Franchising.com // Virginia Beach, VA – Liberty Tax Service, subsidiary of JTH Holding, Inc. (NASDAQ: TAX), is reminding the public to pick their brackets for a chance to win the grand prize in the "Liberty Tax Cash and Gadget Bracket Giveaway" contest. The person who predicts all 63 brackets correctly* for the Men's College Basketball Championship tournament will win one million dollars. Liberty Tax is also giving away a $25,000 bonus prize to the person, other than the grand prize winner, who predicts at least 60 brackets correctly*.
And the madness doesn't stop there. Excluding the above winners, the top ten finishers* who score the most points in the challenge will win runner-up prizes for first through tenth place...

Paul Davis Donates Home Retrofit Project To Local Teen In Need »

March 17, 2014 at 5:24AM PDT | Source: Paul Davis Restoration
Paul Davis Restoration Opportunities Available

March 17, 2014 // Franchising.com // Gaithersburg, Md. - Paul Davis Restoration and Remodeling of Suburban Maryland and Washington, DC, a leading provider of fire, water and mold damage restoration services and remodeling for residential and commercial properties, has donated extensive remodeling services to a Middletown, Md., teen with a rare form of cancer.
Brock Merwin, Paul Davis' Vice President, was recently contacted by a friend who is a neighbor of T.J. Rufty, the young man who had chemotherapy treatments which left him paralyzed from the chest down. T.J. has many special needs which include the necessity for extra heat sources, because he cannot regulate his own body temperature. During the cancer treatments, the local community supported T...



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