Skip to content
Franchise Fiduciaire

The franchise

Your company. Our infrastructure.

You run your practice, choose your clients and organise your work. The network supplies the method, the technology, the training and the production capacity.

Request the franchise pack Business model

What the franchisee receives

A complete business infrastructure.

  • Brand

    National brand, visual identity, materials.

  • Technology

    Fiduciary operating system and knowledge engine.

  • Methods

    Production, review, client relationship, selling.

  • Training

    Initial path, certification, continuing education.

  • Acquisition

    CRM, prospect database, campaigns, commercial tools.

  • Location

    Business address, meeting spaces, local website.

  • Support

    Standard assistance and a human centre of expertise.

  • Network

    Shared standards, mutual support, continuity.

What the franchisee keeps

You give up neither your company nor your clients.

  • Their company
  • Their clients
  • Their invoicing
  • Their pricing
  • Their staff
  • Their organisation
  • Their local relationships

Ownership of the client base

  • The client signs with the franchisee
  • The franchisee invoices
  • The franchisee keeps their client base
  • The franchisor owns the brand and the infrastructure
  • Data remains exportable
  • Exit is organised
  • The central prospect database remains protected
  • Allocated prospects follow transparent rules

How they produce

Four usage tiers, not four subscriptions.

These tiers are ways of using the network. A franchisee moves between them depending on workload, growth and priorities.

  • Autonomous

    The franchisee produces all their mandates themselves.

  • Occasional assistance

    They delegate specific tasks, on demand.

  • Shared production

    The network regularly handles part of the work.

  • Business-development focus

    The franchisee concentrates largely on acquisition, client relationships and advisory work, while the network produces more.

Territories

A local presence, a conditional exclusivity.

  • Local presence defined with the candidate
  • Exclusivity possible
  • Exclusivity conditional on activity and quality
  • Presence in several towns possible
  • Adapted to regional potential

How an office opens

Nine steps, from application to growth.

  1. Application
  2. Diagnosis
  3. Selection
  4. Training
  5. Certification
  6. Setup
  7. Launch
  8. Support
  9. Growth

  1. Application

    You set out your background and your project.

  2. Diagnosis

    We assess feasibility and the level of support needed, together.

  3. Selection

    A mutual decision, on explicit criteria.

  4. Training

    An initial path adapted to your starting level.

  5. Certification

    Professional authorisations validated before going live.

  6. Setup

    Environment, system, brand, address and commercial tools.

  7. Launch

    First mandates, configuration, commercial support.

  8. Support

    Technical supervision and access to the centre of expertise.

  9. Growth

    Portfolio growth and expansion into advisory work.

What the network is not

To avoid any misunderstanding.

  • A mere software licence
  • A brand without infrastructure
  • A centralised firm in disguise
  • A system that forces outsourcing
  • A franchise reserved for diploma holders
  • An AI platform that replaces professionals
  • A promise of easy money
  • A model where the franchisee loses ownership of their clients

Read next

You don’t need to already own a firm. You need the potential to run one.

Let’s look at whether our infrastructure can turn your project into a real accounting and trust business.

Request the full pack Simulate my project