Quick Verdict · who it fits
JACKSON HEWITT INC. fits first-time franchise buyers looking for a mature financial services concept.
The numbers a buyer needs first — straight from the filing.
Initial investment (Item 7)
$15K - $105K
Franchise fee (Item 5)
$25K
Royalty (Item 6)
15% + 6.5% ad
Item 19 median rev
$87k
System size (Item 20)
2,744 +5
Agreement term
10 yrs
Years in business
41+ yrs
Company-owned units
2,423
Item 3 litigation
6 suits
Buyer qualifications
✓Exclusive territory✓Semi-absentee eligible✓No bankruptcy disclosed•6 Item 3 cases
Data extracted from the 2025 FDD filed with state regulators. Fees and terms may have changed since filing — request the current FDD from the franchisor before deciding. Not legal, financial, or investment advice. Full disclaimer.
Drag to your projected annual sales. Royalty 15% + ad fund 6.5% on gross sales.
PROJECTED ANNUAL SALES$100,000
$100k$2M
Royalty (15%)
—
Ad fund (6.5%)
—
Total / year
—
▪ Of-sales fees only · excludes rent, labor, COGS, and one-time costs · for illustration
Free AI summary — the first read on the filing.
5,167
Total units open
2,744 franchised + 2,423 company-owned as of April 30, 2025
76 franchised; 50 company-owned
Units opened last year
fiscal year ended April 30, 2025
102 franchised ceased operations; 38 company-owned closed (fiscal year ended A
Units closed last year
What our analysis flagged across the 2025 filing.
4
Risks to review
3
Strengths identified
5
Questions to ask
How Jackson Hewitt ranks against 29 Financial Services peers we've analyzed.
Initial investment
6th pct · of 29 peers
Franchise fee
24th pct · of 29 peers
System size
93rd pct · of 29 peers
Financial Services industry averages
Avg investment
$58K - $182K
Avg franchise fee
$37K
Avg system size
458
Franchises analyzed
29
Closest concepts by category and investment.
| Brand | Item 19 | Fee | Investment | Royalty | Units |
|---|---|---|---|---|---|
| Jackson Hewitt | Disclosed | $25K | $15K - $105K | 15% | 2,744 |
| Renegade InsuranceSimilar price | Disclosed | $20K | $28K - $101K | 20–100% | 1 |
| Ameriprise Financial ServicesBiggest system | Disclosed | $2K | $10K - $138K | 72–91% | 3,738 |
| Brightway InsuranceTop-rated in category | Disclosed | $25K | $43K - $187K | — | 351 |
Free explainers to go deeper before you sign.
Investment Guide
A franchise net worth requirement and a liquid capital requirement measure two very different things — and most rejected applicants fail the one they never checked. Here's how the math works at every investment tier.
Investment Guide
Most franchises take 12-24 months to reach profitability, but that number hides massive variation by industry, investment level, and market conditions. Here's how to estimate your actual timeline and plan your financial runway.
Financial Analysis
Item 19 hands you an average revenue number and stops there. Here's the step-by-step way to haircut that top-line, layer in COGS, labor, occupancy, the fee stack, and debt service, and land on the profit you'd actually take home.
JACKSON HEWITT INC. requires a $25,000 initial franchise fee and a total initial investment range of $14,900–$105,000, per the most recent FDD on file.
Yes. JACKSON HEWITT INC. discloses Item 19 financial performance representations with reported revenue around $86,880. See the financials sub-page for the full distribution.
Franchisees pay a royalty of 15% of Gross Volume of Business and an advertising fund contribution of 6.5% of Gross Volume of Business on gross sales as defined in Item 6 of the FDD.
As of their 2025 FDD, JACKSON HEWITT INC. has 2,744 total locations, with 5 new locations opened in the most recent reporting year. This information comes from Item 20 of the FDD.
Yes. JACKSON HEWITT INC. grants franchisees an exclusive territory under Item 12 of the FDD. Note that exclusive territories often carve out online sales, alternative distribution channels, and non-traditional venues — review the full Item 12 language before signing.
Per the FDD, JACKSON HEWITT INC. discloses an initial agreement term of 10 years, a transfer fee of $10,000. Review Items 10 and 17 for the full renewal and termination provisions.
This page is part of VetMyFranchise. View all pages: llms.txt · llms-full.txt