ATAX is the fastest-growing Tax & Business Services Franchise in America, with over 38 years of experience. Our mission, "Having Fun, Improving Lives!", drives every success.Key Achievements:Location Growth: Expanded from 25 locations in 2021 to 140 locations by 2024, driving national presence and market share.Revenue Increase: Led a revenue growth from $5 million in 2021 to $12 million in 2024 through visionary operational leadership.Industry Recognition: Named the Top Growing Tax Franchise by Entrepreneur 500 in 2021, 2022, and 2024, solidifying our leadership in the industry.Operational Leadership: Fostered strong, collaborative relationships across departments, aligning teams to drive growth and achieve shared organizational goals.Franchisee Success: Provided continuous coaching and operational guidance, increasing franchisee performance, engagement, and overall satisfaction.Strategic Vision: Established and executed the company's long-term vision, uniting all teams to achieve sustainable growth and meet strategic objectives.Franchisee Retention: Developed and implemented support systems, achieving a 95% franchisee retention rate and high levels of franchisee satisfaction.Partnerships & Industry Leadership: Negotiated multi-million-dollar partnerships that enhanced offerings and strengthened our competitive edge.Digital Transformation: Spearheaded the adoption of innovative technologies and automation across the network, improving efficiency and customer experience.

As an Area Representative at Zoomin Groomin Mobile Pet Grooming Franchises, I led a team of franchisees across 25 territories in Colorado, focusing on driving business growth and creating fanatical pet owners. By coaching and mentoring franchisees, I ensured their success and happiness, ultimately contributing to the overall success of the company.

• Multi-unit leader in charge of the development and execution of >$20M financial plan through customer acquisition and collections of lease renewals. • Identified and developed key talent. Recruited, Hired and Developed 5 new General Managers. • Led all 13 stores in the region to execute operational standards and implement best practices.• Provided timely communication and feedback pertaining to store and personnel issues. • Conducted performance appraisals for over 90+ team members in the region.

• Led 12 district managers in development and execution of >$85M financial plan to grow revenue earnings before taxes, depreciation, and amortization (EBITDA): achieved regional EBITDA 2016 & 2017 target in assigned territory.• Communicated and championed company vision and mission across 288 locations in region educating teams and influencing positive financial results.• Developed and implemented product marketing strategy to increase client retention and grow new customers in Florida and Puerto Rico. • Established business to business partnership with Creative Benefits for Educators (insurance, investment, and financial services provider), successfully negotiating 2% new client redemption and product/services agreement for 140K members. • Utilized management experience, employed consistency in verbal communication, and provided appropriate written correspondence to personally coach team members toward successful results: established employee performance metrics linked to industry knowledge, internal customer service, financial objectives, and professional goals with follow up reviews.

• Selected by executive leadership to lead corporate-driven initiative to grow nationwide $350M Latinx market.• Utilized industry knowledge, market segmentation process, and business development experience to increase by 116% the number of designated Latinx offices, from 1,250 to 2,700.• Developed marketing strategy to retain and grow customers through implementation of culturally responsive offices: presented and discussed business plans and implementation schedule with VP Business Development and others throughout the organization, influencing shared vision outcome.• Integrated business plan with human resources, operations, and learning/training departments successfully launching inclusion and acculturation strategy resulting in 21% growth in bilingual associate hiring and 75% growth in bilingual professional certified preparers.

• Established expense controls and utilized ability to analyze quantitative data leading 10 district managers in growth of customers, revenue, and EBITDA—integrating client retention objectives with strategic business plan to achieve continuous results for $65M revenue budget: 1st in nation for revenue and return performance 2013 and 2014. • Recruited, hired, and successfully onboarded 2 district managers by continuously modeling corporate standards, engaging in appropriate verbal and written communication, and sharing product, sales management, and business development experience during 1st year integration. • Designed marketing plan and used organizational management skills to launch campaign designed to influence customer decision-making in Florida and Puerto Rico, successfully moving territory to 1st place nationally for customer growth.

• Utilized extensive human resources and business management skills to lead 21 tax preparation locations, recruiting and retaining >200 tax professionals, 15 office managers, and >40 client services specialists.• Managed $8M budget and met financial objectives creating sales marketing plan for new client acquisition.• Oversaw creation of internal engagement plan to improve retention of seasonal associates.

• Established financial controls and utilized excellent organizational skills to communicate business plan and budget goals across 17 company owned stores, meeting financial goal of >$17M revenue. • Delivered dynamic orientation, sales, and marketing training on regular basis for 150 employees across the district utilizing excellent presentation and communication skills designed to encourage honest open dialogue and contribute to culture of engagement and teamwork.

• Selected to train new retail managers in territory: trained and promoted 4 associates to store managers.• Shared significant sales experience and product knowledge on daily basis guiding new and veteran sales team to work with minimal supervision while meeting customer service, performance, and sales objectives: increased product sales revenue $650K to $1.7 M in 3 years.