Apex Leadership Co.
Bottom line
- Total investment $94K – $143K including a $50K franchise fee, 8.0% ongoing royalty.
- Average unit revenue of $917K/year (median $773K). Estimated payback in 0.6 years.
- Rated STRONG with a risk score of 47/100.
Item 1 · who you're contracting with
The Franchisor
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 Apex Leadership Co. unit return on the cash you put in?
Unlevered ROIC · per unit
87%
Above typical band (30–60%)
Levered LBO scenario · Yale Crease Capital framing
What would 25 Apex Leadership Co. units return on equity?
Equity IRR · 5-yr
49.9%
7.57× MOIC
Year-1 DSCR
1.88×
EBITDA ÷ debt service
Equity required
$1.1M
on $5.5M purchase
Total debt
$4.4M
SBA $2.7M + senior + seller note
Overview
About
Apex Leadership Co. operates as a leadership development and training franchise, likely delivering corporate coaching, team-building workshops, and personal development programs to businesses and individuals. Franchisees acquire rights to deliver proprietary curriculum, manage client relationships, and generate revenue through training services and 'Anython' fundraising programs (mechanism unclear). Day-to-day activities likely include client acquisition, scheduling workshops, delivering training, and managing administrative/compliance functions.
Item 7 · what it costs
The Vitals
Item 19
Financial Performance
Item 20 · unit dynamics
The Growth Chart
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 20 · 24 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).
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
Moderate-to-elevated risk profile driven by historical regulatory violation, absence of Item 19 financial validation, modest unit growth, and cost structure pressures that require comprehensive verification through current franchisee interviews.
Score breakdown · what drove the 47 / 100 rating
- 01MINOR2015 regulatory violation by predecessor entity for failing to present disclosure documents timely and selling franchise while registration pending—indicates compliance or governance issues in corporate history
- 02MINORNo Item 19 Financial Performance Representation (going_concern: False)—inability to validate the $197,384 average net income claim independently; significant gap between gross revenue ($916,578) and net income ($197,384) suggests 78.5% cost structure requiring scrutiny
- 03MINORModest unit growth of 10.2% YoY against 131 total units suggests slower expansion momentum; vulnerable to market saturation in leadership/training sector
- 04MINORHigh initial investment range ($94K–$143K) paired with 8% royalty on gross revenue creates tight breakeven timeline—franchisee needs >$246K gross revenue annually just to cover 8% royalty alone
- 05MINORDual royalty structure (8% standard, 6% on Anython fundraising) adds complexity and potential for revenue disputes; unclear how 'Anython' is defined and tracked
Severity inferred from the FDD text · not a regulatory classification
FDD Items 5, 6, 12, 17 · continued from Risk & Legal
Contract & Territory Detail
Item 11
Training & Operations
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
64 numbers
One-time purchase · CSV download · Validation questions included
FDD download
Apex Leadership Co. · FDD (2025) PDF