Happy Tax vs SUNUP Insurance Services Inc.

Side-by-side FDD data comparison. Sourced from Franchise Disclosure Documents.

Happy Tax
Financial Services
SUNUP Insurance Services Inc.
Financial Services
MetricHappy TaxSUNUP Insurance Services Inc.
Franchise Fee$100,000$120,000
Royalty Rate20.0%20.0%
Ad Fund Rate0.0%1.0%
Min Investment$115K$130K
Max Investment$277K$144K
Median Revenue (Item 19)N/AN/A
1-Year Unit ChangeN/AN/A
SBA Default RateN/AN/A
Has Item 19✓ Yes✓ Yes

Want the full analysis?

Red flags, litigation history, financial benchmarking vs 5,700+ brands, Item 19 deep dive, and investment thesis.

Last updated: April 2026