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We extract fees, Item 19 financials, franchisee contacts, SBA default rates, litigation, and outlet data from every FDD — so you can compare brands in minutes, not months. Used by multi-unit operators, consultants, and franchise development teams.

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Schooley Mitchell

Schooley Mitchell franchises provide cost reduction consulting services to business clients, reviewing expenses in categories such as telecommunications, merchant services, shipping, waste management, and more. Franchisees prepare reports summarizing current costs and proposed solutions, then advise clients on implementing improvements to reduce costs. The business model involves granting franchises for full-time professional consulting offices, part-time builder franchises, or development franchises with satellite locations, targeting virtually all businesses seeking operational cost savings.

258locations
$71K–$86K
Since 2004
ServicesStratford, ONDisclaimer

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Franchise Costs

Franchise Fee
$73,000
Initial Investment
$70,500 – $85,550
Royalty Rate
8.00%
Brand Fund
2.00%

8% royalty + 2% ad fund (standard; mins $200-$400/mo royalty, $50-$100/mo ad after initial months); builder 12% + 3%

Financial Performance


Item 19 Financial Performance

Average Gross Revenue
$83,473.33
Top Quartile Revenue
$604,885
Bottom Quartile Revenue
$67,496

Data Based On: 240 U.S. and Canadian franchisees during the 12 months ending February 28, 2025, separated into Full-Time and Part-Time categories.

* Calculated overall weighted average gross revenue: (79 Full-Time units × $223,544 + 161 Part-Time units × $14,743) / 240 total units = $83,473.33. Overall median gross revenue could not be calculated from the provided segmented medians. Revenue top and bottom quartiles are based on the Full-Time Franchisees data only, as segmented quartile data was not available for Part-Time Franchisees.

Extracted Item 19 Section

Avg. Revenue: $83,473

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Schooley Mitchell Franchise Analysis

What if you could build a consulting empire by simply spotting cost savings for other businesses, no inventory required? Schooley Mitchell's unique model has powered steady expansion since 2004, with Item 19 finally revealing average gross revenues and a history of SBA financing that speaks volumes about franchisee commitment. Yet amid one notable legal hiccup, does this data paint a picture of reliable returns or hidden hurdles?

Item 7 in the 2025 FDD pegs initial investment at $70,500-$85,550, including a $73,000 franchise fee, making entry relatively low-barrier for a professional services play. Ongoing fees hit 8% royalty plus 2% ad fund, with minimums of $200-$400 monthly royalty and $50-$100 ad after ramp-up; builder models spike to 12%+3%. Item 19 discloses average gross revenue of $83,473 across units, a modest but achievable figure for part-time or full-time operators targeting expense categories like telecom and shipping. With 258 locations (257 franchised, 1 corporate) and growth from 201 to 227 units (+13%) between 2023-2024, plus 67 projected new units, the system shows momentum, though international presence from Canadian roots may influence U.S. scalability.

SBA data adds grit: 64 loans averaging $133,503 but with a 17.2% default rate, higher than many peers, signaling real capital needs and some execution risks. A single litigation note involves a former franchisee claiming misrepresentation under Ontario's Arthur Wishart Act, settled with rescission—isolated but worth scrutinizing disclosure practices. For buyers eyeing flexible, recession-resistant consulting, these numbers suggest $83K averages could yield solid owner-operator profits after fees, but validate local demand and builder vs. standard models before committing.

Analysis based on the 2025 Franchise Disclosure Document. All figures should be independently verified before making investment decisions.

How Schooley Mitchell Compares

Key Insights

  • Lower than average SBA loan default rate in Business Services
FranchiseInvestmentFeeRoyaltyLocations
Schooley Mitchell
Current
$71K – $86K$73K8.0%258
Bimbo Foods Bakeries Distribution, LLC$14K – $607KN/AN/A6,454
THE UPS STORE (TRADITIONAL)$216K – $609K$30K5.0%4,500
RE/MAX$37K – $337K$35K1.0%2,994
JACKSON HEWITT TAX SERVICE$71K – $105K$25K15.0%2,744
CRUISE PLANNERS$2K – $21K$11K3.0%2,655
Business Services Average
198 franchises
$121K – $289K$47K10.2%

* Comparison based on latest FDD filings. Investment ranges from Item 7, fees from Item 5. Showing top 5 of 198 Business Services franchises by location count.

Locations & Growth


Outlet Growth Over Time

Total outlets at end of each year

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SBA Loan History


Historical SBA 7(a) loan data for Schooley Mitchell franchisees (20152025)

Total Loans
64
Average Loan
$133,503
Total Volume
$8.5M
Default Rate
17.2%

Loans by Year

SBA 7(a) loan activity over time

* Data sourced from SBA 7(a) FOIA loan records. Default rate calculated from charged-off loans.

64 SBA loans on record

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Franchisee Contacts

324 franchisee contacts on file from official FDD filings.

324 Contacts Available

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Due Diligence


Litigation (Item 3)

Franchisee Cases1

One dispute with a former franchisee alleging misrepresentation and failure to comply with franchise disclosure laws (Arthur Wishart Act), resulting in rescission of the franchise agreement and a settlement payment.

Bankruptcy (Item 4)

Bankruptcy HistoryNo
No bankruptcy history reported

System Health (Item 20)

Franchise system changes reported in the most recent fiscal year

Terminations
0
Non-Renewals
0
Reacquired
0
Ceased Ops
21
Transfers
0
Sold to Franchisees
0
Projected New
67

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Frequently Asked Questions

The total initial investment to open a Schooley Mitchell franchise ranges from $70,500 to $85,550. This includes a franchise fee of $73,000. Ongoing royalty fees are 8.0% of gross sales.