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.
Franchise Costs
5% royalty + $25/mo brand marketing + $20/mo technology fee
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
Key Insights
- Lower investment than 79% of Business Services franchises
| Franchise | Investment | 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 188 franchises | $118K – $284K | $46K | 10.4% | – |
* Comparison based on latest FDD filings. Investment ranges from Item 7, fees from Item 5. Showing top 5 of 188 Business Services franchises by location count.
Franchisee Contacts
1 franchisee contacts on file from official FDD filings.
| Name | SBA Loan |
|---|---|
John Smith ABC Franchise LLC | $350,000 2023 · Active |
John Smith ABC Franchise LLC | $350,000 2023 · Active |
John Smith ABC Franchise LLC | $350,000 2023 · Active |
John Smith ABC Franchise LLC | $350,000 2023 · Active |
John Smith ABC Franchise LLC | $350,000 2023 · Active |
1 Contacts Available
Unlock all SFC Estate Coaching franchisee contacts with verified contact information
Due Diligence
Litigation (Item 3)
Bankruptcy (Item 4)
System Health (Item 20)
Franchise system changes reported in the most recent fiscal year
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.
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