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SFC Estate Coaching

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.

$41K–$51K
Business ServicesThiensville, WIwww.sfcestatecoaching.comDisclaimer

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Franchise Costs

Franchise Fee
$25,000
Initial Investment
$41,450 – $51,450
Royalty Rate
5.00%
Brand Fund
N/A
Fixed Monthly Fees
$45 – $400

5% royalty + $25/mo brand marketing + $20/mo technology fee

Financial Performance


Item 19 Financial Performance

Average Gross Revenue
$221,638.27
Median Gross Revenue
$200,837.74

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

Avg. Revenue: $221,638

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SFC Estate Coaching Franchise Analysis

Estate planning coaching fills a vital gap for families navigating incapacity and legacy decisions, and SFC Estate Coaching packages this into a turnkey franchise model. The freshly issued 2025 FDD includes Item 19 disclosures that paint a picture of unit-level performance in this emerging system. With only one corporate location, does this lean operation signal smart efficiency or early-stage risks worth probing deeper?

Item 7 lays out a notably low entry barrier for business services: total investment ranges from $41,450 to $51,450, with $27,500-$30,000 flowing to the franchisor and a $25,000 franchise fee. Ongoing fees stay modest at 5% royalty on gross sales, plus $25 monthly for brand marketing and $20 for technology—far below category norms where royalties often hit 6-8% and add-ons pile up. Item 19 shines here, reporting average gross revenue of $221,638 and median of $200,838 across units, suggesting solid top-line potential from coaching sessions without heavy overhead like inventory or real estate.

System health looks promising yet unproven: just one corporate outlet from Thiensville, WI, but Item 20 projects 11 new units, hinting at aggressive growth ambitions in a niche ripe for expansion amid aging demographics. No red flags in terminations or transfers noted in the FDD, and the model's home-based scalability keeps cash burn low. For hands-on professionals eyeing six-figure revenue on a sub-$50K outlay, this stacks up favorably against pricier service peers—but validate with current FDD for your risk tolerance.

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

How SFC Estate Coaching Compares

Key Insights

  • Lower investment than 79% of Business Services franchises
FranchiseInvestmentFeeRoyaltyLocations
SFC Estate Coaching
Current
$41K – $51K$25K5.0%0
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.

Franchisee Contacts

1 franchisee contacts on file from official FDD filings.

1 Contacts Available

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Due Diligence


Litigation (Item 3)

Franchisee Cases0
No litigation involving franchisees reported

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
0
Transfers
0
Sold to Franchisees
0
Projected New
11

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Frequently Asked Questions

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.