FranchiseVerdict
ADVANTAGE COLLEGE PLANNING logo
FV-00075·MODERATEStandard76

Advantage College Planning

Business Services - OtherFranchising since 2020Website
Investment
$71K – $101K
48th pct Other
Avg revenue
57th pct Other
Royalty
Units
5
20th pct Other
SBA default

Bottom line

  • Total investment $71K – $101K including a $40K franchise fee.
  • No Item 19 financial performance data disclosed — the franchisor chose not to publish revenue figures.
  • Rated MODERATE with a risk score of 65/100.
  • No Item 19 financial performance representation. Without franchisor-disclosed revenue data, you'll need to gather unit economics directly from existing franchisees.

Item 1 · who you're contracting with

The Franchisor

Legal entity
ADVANTAGE COLLEGE PLANNING FRANCHISING, INC.
Incorporated in
North Carolina
HQ
3675 Green Level Road West, Suite 202, Apex, NC 27523
Auditor
REESE CPA LLC
Audited financials
Franchisor revenue
$7K
vs $25K prior year

Yale framework · single-unit ROIC

Returns Analysis

Pulls Item 7 (investment) and Item 19 (revenue) from this brand's FDD into the Yale unlevered-ROIC formula. Override any input to stress-test it against your own assumptions.

The model · Yale framework

What would one ADVANTAGE COLLEGE PLANNING unit return on the cash you put in?

Revenue · per unit, per year
$
Item 19 not disclosed — typing your own estimate
Franchisor take · royalty + ad fund
Royaltytyp 68%
%
Ad fundtyp 35%
%
Operating costs · category default: generic
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $71K–$101K
Working capital
$
FDD reports $15K–$20K

Unlevered ROIC · per unit

116%

Above typical band (30–60%)

0%30–60% Yale band80%
ROIC above 100% usually means the revenue figure is a system-wide aggregate or top-cohort number rather than a single-unit average. Verify the "Revenue · per unit" field against the brand's FDD Item 19 detail tables before relying on this output.

Store EBITDA · annual
$120K
EBITDA margin
16.0%
Total invested
$103K
Payback
10 mo
Unit-level only. A multi-unit portfolio gives up roughly 5–15% of this to shared services (corporate G&A) before reaching the ~10-unit break-even Yale describes.

Overview

About

Franchisees operate college planning advisory services, helping high school students and families navigate college selection, applications, and financial aid optimization. Day-to-day work includes client consultations, application strategy development, college research assistance, and FAFSA guidance. Revenue typically derives from service fees, tuition planning packages, or retainer-based advising relationships.

CEO
Brooke Daly
Founded
2020
FDD year
2024
States available
4

Item 7 · what it costs

The Vitals

Total investment
$71K – $101K
All-in to open one unit
Liquid capital
$15K – $20K
Cash you must have on hand
Franchise fee
$40K
Royalty
The greater of 7% of Gross Revenues or a minimum royalty …
Ad fund
1.0%
typical 3–5%
Total fee load
8.0%
vs 9–13% typical

Item 19

Financial Performance

This franchisor did not disclose financial performance representations in Item 19, or our extractor could not parse them.

Item 20 · unit dynamics

The Growth Chart

Total units
5
Opened
2
Last reporting year
Closed
0
Turnover rate
0.0%
Company-owned
1
Corporate units in the system
% franchised
80%
vs corporate-owned
Net growth (yr3)
+100.0%
Net unit change last year
2022
4+2
Franchised units
2023
2
Franchised units
2024
0
Franchised units

Year-over-year franchised unit counts and net change. Source: FDD Item 20.

Item 20 · 20 states with active franchisees

The Territory Map

Derived from franchisee contact records. Shows states with at least one current operator — not where the franchisor is registered to sell new units (that data is re-extracting in a future refresh).

AK
ME
VT
NH
MA
RI
CT
NY
NJ
PA
DE
MD
DC
WA
OR
CA
NV
ID
MT
WY
UT
CO
AZ
NM
ND
SD
NE
KS
OK
TX
MN
IA
MO
AR
LA
WI
IL
MS
TN
MI
IN
KY
AL
OH
WV
GA
VA
NC
SC
FL
HI
Registered · 20 states
Not registered

States derived from franchisee phone area codes (Item 20). Approximate — ported numbers may show the original state, not the franchisee's current location.

Government records

SBA Loan Data

Aggregated from SBA 7(a) loan disclosures, public data unique to FranchiseVerdict.

No SBA loan data available for this brand.

FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17

Risk & Legal

65
Risk · 0-100
MODERATE65 / 100

Early-stage, undisclosed-revenue franchise with minimal system size, opaque economics, and aggressive royalty terms presents significant execution and profitability risk.

Score breakdown · what drove the 65 / 100 rating

  1. 01MEDNo financial performance data disclosed (Item 19) — cannot verify ROI claims or typical unit economics
  2. 02MINORExtremely small franchise system (5 units) with no growth trend visible — high systemic collapse risk
  3. 03MINORRoyalty structure penalizes growth: 7% of revenue OR minimum $7,500-$11,000/FTE creates unpredictable cost burden for scaling
  4. 04MINORHigh initial investment ($70.5K-$100.8K) relative to system maturity and lack of revenue benchmarks
  5. 05MINORZero franchise fee is unusual and may indicate difficulty attracting franchisees despite other incentives
  6. 06MINOR10-year term is longer than industry standard (typically 5-7 years), locking franchisee into unproven system
  7. 07MINOROnly 5 franchises operating limits ability to validate business model or access peer support network

Severity inferred from the FDD text · not a regulatory classification

FDD Items 5, 6, 12, 17 · continued from Risk & Legal

Contract & Territory Detail

Territory
Population-based Tiers/Zip Codes
Protected territory
Yes
Initial term
10 years
Renewal term
10 years
Online sales rights
Restricted
Franchisor can compete
Yes
Hire a manager?
Allowed
Litigation count
0
Right of first refusal
Yes
Franchisor can buy back on resale
Mandatory arbitration
Yes
Jury trial waiver
Yes
Non-compete
2 yrs
Post-termination restriction
Owner-operator
Required
Governing law
North Carolina

Item 11

Training & Operations

Classroom training
27 hrs
On-the-job training
19 hrs
POS system
CollegePlannerPro
Operating tech stack

Item 20

Franchisee Contacts

Phone numbers extracted directly from this brand's FDD Item 20. After purchase, you'll also receive a list of validation questions tailored to this brand.

Franchisee contacts

23 numbers

Locked
(925) 466-••••
Sunny Grewal
CA
(310) 750-••••
Patrick Carroll
ME
(716) 228-••••
Michael J. Broderick
NY

One-time purchase · CSV download · Validation questions included

FDD download

ADVANTAGE COLLEGE PLANNING · FDD (2024) PDF

Single-page checkout · instant download · CSV export of contacts available separately above