SFC Estate Coaching
SFC Estate Coaching franchises provide coaching services to clients in estate planning, focusing on anticipating and arranging for the management and disposition of estates during life in preparation for future incapacity or death. The business model involves franchisees paying an initial investment of $41,450 to $51,450, including $27,500 to $30,000 to the franchisor, to operate under the SFC Estate Coaching brand. The target market consists of individuals and families seeking professional guidance on estate planning.
Disclaimer: This information was extracted using AI from public Franchise Disclosure Documents and should be independently verified. This is not financial or legal advice. Always review official FDD filings before making investment decisions.
Overview
Financial Requirements
5% royalty + $25/mo brand marketing + $20/mo technology fee
Franchise Stats
Financial Performance
Item 19 Financial Performance
Data Based On: Gross Revenues for one SFC Estate Coaching™ branded location operated by our affiliate, Mellendorf, LLC for full fiscal years 2020-2024.
* Calculated average gross revenue from the 5 years of annual gross revenues for the single company-owned unit: ($200,837.74 + $244,815.40 + $284,207.85 + $180,093.30 + $198,237.07) / 5 = $221,638.27. Calculated median gross revenue from the 5 years of annual gross revenues for the single company-owned unit: $200,837.74.
Extracted Item 19 Section
How SFC Estate Coaching Compares to Other Business Services Franchises
Key Insights
- Lower investment than 79% of Business Services franchises
| Franchise | Investment Range | Franchise Fee | Royalty | Locations |
|---|---|---|---|---|
SFC Estate Coaching Current | $41K - $51K | $25K | 5.0% | 0 |
| Bimbo Foods Bakeries Distribution, LLC | $14K - $607K | N/A | N/A | 6,454 |
| THE UPS STORE (TRADITIONAL) | $216K - $609K | $30K | 5.0% | 4,500 |
| JACKSON HEWITT TAX SERVICE | $71K - $105K | $25K | 15.0% | 2,744 |
| CRUISE PLANNERS | $2K - $21K | $11K | 3.0% | 2,655 |
| SERVPRO (UNIT) | $259K - $380K | $100K | 10.0% | 2,286 |
Business Services Average 187 franchises | $118K - $285K | $46K | 10.4% | - |
* Comparison based on latest FDD filings. Investment ranges from Item 7, fees from Item 5. Showing top 5 of 187 Business Services franchises by location count.
Franchisee Contacts
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Due Diligence
Litigation (Item 3)
No litigation involving franchisees reported in the FDD.
Bankruptcy (Item 4)
No bankruptcy history reported in the FDD.
System Health (Item 20)
Franchise system changes reported in the most recent fiscal year
Frequently Asked Questions
How much does it cost to open a SFC Estate Coaching franchise?
The total initial investment to open a SFC Estate Coaching franchise ranges from $41,450 to $51,450. This includes a franchise fee of $25,000. Ongoing royalty fees are 5.0% of gross sales.
How much revenue does a SFC Estate Coaching franchise make?
According to the 2025 FDD, the average gross revenue for a SFC Estate Coaching franchise is $221,638.27. The median revenue is $200,837.74.
Is SFC Estate Coaching a good franchise to buy?
SFC Estate Coaching shows several positive indicators: transparent financial performance data (Item 19). However, franchise success depends on many factors including location, local market conditions, and owner involvement. We recommend speaking with existing franchisees and consulting with a franchise attorney before making a decision.
Interested in SFC Estate Coaching?
Talk to a franchise advisor to get personalized guidance and learn if SFC Estate Coaching is the right fit for you.
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