SUCCENTRIX
2023

MEDIA KIT

Background
Our Team
Q & A
Franchise Benefits
Why Succentrix
Initial Investment
Invitation / Application
Join the Succentrix Franchise

Our Background

The Succentrix Business Advisors business philosophy is not ordinary…in fact, it is extraordinary, which is why we are so committed and passionate about our company. We realize that we may not be for everyone, but for those who believe in honesty, integrity, and giving back, we believe you will be inspired by what we offer.

Our core values are integrated into all aspects of our business. We have challenged ourselves to bring our highest values into the work place, and to try to be the best demonstration of those values, absent greed on all levels.
The guiding principle in our business is to help people help people. We know that serving others’ needs is our truest measure of success. This is our way of giving back, and improving economic conditions for small businesses.

The guiding principle in our business is to help people help people. We know that serving others’ needs is our truest measure of success. This is our way of giving back, and improving economic conditions for small businesses.

As the Franchisor, we consider ourselves to be the “Center”. It starts with us. It is up to Succentrix Business Advisors to teach, train, nurture and support each office owner.

About Us

Included in the model is state of the art cloud accounting and payroll software, as well as top-tier professional tax preparation software. Extensive ongoing professional training and support from a team with over 100 years of experience in franchise operations, accounting, payroll, income tax, traditional & digital marketing solutions make this model the first of its kind!

Our model enables the franchise owner to start their practice quickly and inexpensively with a foundation of solutions that are efficient, effective, profitable, and competitively priced. Each solution is designed for the franchise owner to take a leadership role in their marketplace and support their clients in finding individual real-time solutions that fit their unique needs.

Success + Concentric = Succentrix

meaning that we share a common center with each of our franchise owners. This center is the heart of the matter. Skills, knowledge, expertise, integrity, dependability, compassion, and determination are necessary to run a successful venture. With these virtues at the core of our business, they become the internal values that give rise to the outward expression. It cannot be otherwise. Because of this philosophy, we are seeking people of strong character to share our vision.

Meet Our Corporate Office Team

Bill Stansbury

CEO / CPA
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Emily Stansbury

Corporate Administrator

Alan Padgett

Chairman / Founder

Johnette Padgett

Corporate Treasurer / Co-Founder

Robert Adams

Accounting Specialist Partner - Succentrix West Monroe

Wayne Nix

COO

Keith Early

CPA / Tax Support

Genaro Cardopoli

CPA / Foreign Tax Support

Aymee Bonilla

Accountant / Franchise Support

Lindsey Johnson

Payroll Specialist / Franchise Support
Contact us

Q & A

With Succentrix Chairman and Founder, Alan Padgett.

Why did you create Succentrix?
I decided there was a better way of being in the tax and accounting business.
Why now?
I talked to accountant after accountant that was either laid off, down sized, squeezed out during a merger or replaced with little or no explanation or appreciation for their value. I decided that I could create a franchise that would empower accounting and tax professionals to go into business for themselves.
What is unique about your business model?

Succentrix is designed with home office at the core of success. I believe/we believe that we are in business to help our franchise owners. Like a concentric circle, the franchise owner is then able to expand their reach to help their clients …so in essence, We help people to help people. We radiate out helpfullness.

I am curious...there is a franchise in the marketplace that shares your name...are you in any way connected?
My father, Walter Padgett, created his company in 1965 to provide small business services to entrepreneurs. In 1978, my brother John and I began opening franchises all over the United States. I developed the first 150 successful businesses from coast to coast and in fact consider many to be personal friends still to this day.
Where do you see Succentrix Business Advisors 5 – 10 – 25 years from now?
Just like I have seen accountants leaving corporate America with a need to open a franchise for themselves, I have seen entrepreneurs deciding to follow their passions. As they open businesses to do web design, photography or to market their talents, they will have a need to hire accountants, tax professionals and business advisors to provide services to them. Succentrix is designed to help.
What are you the most proud of in year 3 of Succentrix Business Advisors

We are the fastest growing accounting franchise in America. We are averaging one new office a month at this time… Yours could be next!

Franchise Benefits

12 Reasons To Invest In A Franchise?

#1 Higher Likelihood of Success:
Because the details have already been worked out, it is more likely that a franchise business will succeed over an independent start-up.
#2 Franchisor Training & Assistance:
Even if you are the most accomplished accountant on the planet, you may not be well versed in the other areas of business operations, such as human resources, purchasing, scheduling, planning, marketing, sales, customer service, insurance, administration and all the other areas and myriad details that are involved in running a business. A Franchisor can provide you with valuable training and assistance in these areas.
#3 Easier to Obtain Financing:
Because a franchise is more likely to succeed, banks and other lending institutions are more likely to provide funding.
#4 Support From a Knowledgeable Source that Benefit from Your Success:
Franchisors bring a wealth of knowledge to the table in terms of starting and operating a new business. They also have a vested interest in the success of their Franchise Owners. The more funds your franchise generates, the higher the service fee payment the Franchisor receives. A reputable Franchisor will be committed to helping you build a profitable business.
Marketing and Sales Know-How:
Many business owners have no training in marketing and sales, areas which are vital to small business success. A Franchisor well versed in these fields is a major asset when growing a business. A marketing platform is designed for you with Succentrix.
Lower Likelihood of Mistakes:
A Franchisor has probably already made the mistakes and learned how to avoid the pitfalls. This experience can very well make the difference between succeeding and failing.
Economies of Scale:
independent business owner has the buying power of one. A Franchisor usually has negotiated special rates with suppliers from which you can benefit.
A Proven Operating System:
A quality franchise opportunity will provide you with a fully developed and proven operating system. We have done all of the research and have designed a system that works.
A Faster Opening:
Because the Franchisor gives you a step-by-step roadmap to launching your practice as well as informed advice along the way, you can open your business and start generating revenues more quickly.
Equipment and Supply Packages:
Knowing what equipment, computer hardware and software, furniture, supplies and other materials to purchase to most effectively operate the business is a tremendous benefit.
Peer Support:
A franchise typically offers support from both the Franchisor and from your fellow Franchise Owners. Who better to look to for assistance than someone who has experienced the exact same circumstances as you?
A Compatible Business Culture:
Investing in a franchise with a company that matches your values, philosophy and goals can be a tremendous emotional and motivational benefit.

The Succentrix Advantage

  • License to use the SUCCENTRIX BUSINESS ADVISORS brand
  • Protected territory with expansion potential
  • Cloud accounting and payroll software
  • #1 ranked income tax software powered by Drake
  • Personalized Succentrix website landing page for each franchise owner
  • Pre-opening office support
  • 1 Week of operational, accounting, payroll, income tax, software, marketing and building your business training
  • Exclusive operations manual and online resource library
  • An annual Succentrix Business Conference that includes 2-3 days of Meeting our Vendor Partners, Best Practices, Continuous Improvement Programs and most importantly....a time to gather, learn, laugh and enjoy the excitement of being a Succentrix Business Advisor.
  • Income tax reference and CPE credit guides
  • Income tax preparation training and materials
  • Income tax preparation reviews and support
  • Proactive strategic advice including new business lists for your marketing
  • Print marketing materials
  • Innovative marketing training and support to help attract and retain clients
  • New client setup and review and support
  • Dedicated support team with over 100+ years’ experience
  • New client acquisition program
Contact Us

Initial Investment

Weighing Your Options
1 FIND ANOTHER JOB:
  • Work employer schedule
  • Use employer software systems
  • Conform to employer rules
  • Fear being replaced
  • Deferring personal growth
  • Someone owns you (Salary + cost of living increase)?
2 START A SMALL PRACTICE ON YOUR OWN:
  • Work 24/7
  • Research and buy software
  • Fully responsible for all problems
  • Fear of not making ends meet
  • Learning curve? Now what?
  • You are alone = Cost of doing business and paying for tools and support while supporting you and your family.
3 OWN YOUR OWN SUCCENTRIX FRANCHISE
  • Enjoy a developed system of success
  • Utilize the latest industry technology
  • Call on a team ready to support you
  • Safety net of resources to trust and rely on
  • Training, Marketing and Branding Drivers
  • The sky is the limit $34,900 = Proven System, Latest Technology, Support Team, Freedom without fear & unlimited growth potential

Join Us For An Invitation Day!

After completing the Preliminary Application (below), a member of our Succentrix franchise development team will schedule a time to discuss your interest in Succentrix. We then invite you to visit our corporate office in West Monroe, Louisiana which includes:

A comprehensive overview of our fresh innovative franchise model.

A test run of our state of the art cloud based accounting and payroll software as well as top tier tax preparation software.

An in depth exploration or your market potential and development strategy.
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Hotel accommodations are “our treat”!

There IS a better way of being in the accounting and tax business!

Take the next steps to securing the life you deserve.

Complete our Preliminary Application and a Member of our Franchise Development Team will contact you to discuss how YOU CAN BECOME A SUCCENTRIX BUSINESS ADVISOR!
Application

Succentrix

Business Advisors

Succentrix Business Advisors is a 21st Century full service business advisory franchise.

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