Breakaway BAFranchise Cost, Revenue & Review 2026
Data from FDD filing
FranchiseVerdict summary · 2026
A Breakaway BA franchise requires a total initial investment of $11K – $35K and an ongoing 25.0% royalty[2]. The 2025 FDD does not disclose unit-level revenue (no Item 19). Verdict grade: B. Run a live ROI scan →
Data last verified June 18, 2026 · figures per the 2025 FDD issuance
Overview
- Investment
- $11K – $35K
- 2nd pct Financial Ser…
- Avg gross sales
- N/A
- 30th pct Financial Ser…
- Royalty
- 25.0%
- 44th pct Financial Ser…
- Units
- 39
- 30th pct Financial Ser…
- SBA default
- N/A
Quick verdict · Financial Services · color = vs category peers
Green = >15% above Financial Services avg · No shading = within ±15% · Red = >15% below avg · Source: FDD filings + SBA 7(a)
Data from public FDD filings and SBA records. Not financial advice. Methodology
The system grew 100% year-over-year. Fast growth means demand, but can strain support.
The franchisor's auditor raised doubt about continued operations. This is a serious risk signal.
Bottom line
- Total investment $11K – $35K including a $0 franchise fee, 25.0% ongoing royalty.
- No Item 19 financial performance data disclosed. The franchisor chose not to publish revenue figures.
- Verdict B (Above Average) with a risk score of 54/100.
- Auditor disclosed a going-concern note, which flagged doubt about the franchisor's ability to continue operations. Verify against the latest FDD.
Item 1 · who you're contracting with
The Franchisor
- Legal entity
- BREAKAWAY BA, LLC
- Parent company
- BREAKAWAY BOOKKEEPING & ADVISING, LLC
- CEO title
- Chief Executive Officer
- Shea Keats
- Founder active
- Yes
- Original founder still leading the business
- Incorporated in
- OR
- HQ
- 22467 SW Ash St., Sherwood, Oregon 97140
- Auditor
- Fordham & Co LLP
- Audited financials
- Franchisor revenue
- $2.0M
- vs $2.8M prior year
- Management churn noted
- Frequent turnover
- Item 2 disclosed frequent executive changes
- ⚠ Going-concern note
- Disclosed in FDD 2025
- Auditor flagged doubt about continued operations. Verify against the latest FDD before deciding.
Overview
About
Breakaway BA appears to be a business analysis or business acceleration service (based on 'BA' acronym). Franchisees likely provide consulting, coaching, or operational services to small/medium businesses. Day-to-day activities likely involve client acquisition, service delivery (consulting/training/analysis), administrative work, and client management.
- CEO
- Shea Keats
- Headquarters
- OR
- Founded
- 2020
- FDD year
- 2025
- States available
- 17
FDD Item 7 · 2025 filing · 9 line items
Initial investment breakdown
| Line item | Low | High | |
|---|---|---|---|
| Initial Franchise Feenot refundable | — | — | |
| Rent, Utilities, and Security Deposit - 3 monthsnot refundable | $0 | $5K | |
| Equipment, Fixtures, Furnishings, Computer Hardware and Software, and Suppliesnot refundable | $3K | $10K | |
| Initial Advertisingnot refundable | $0 | $3K | |
| Licenses and Permitsnot refundable | $1K | $2K | |
| Professional Feesnot refundable | $1K | $2K | |
| Additional Insurance (Annually)not refundable | $500 | $3K | |
| Miscellaneous Opening Costsnot refundable | $0 | $1K | |
| Additional Funds - 3 monthsnot refundable | $5K | $10K | |
| Total initial investment | $11K | $35K |
Line items extracted from FDD Item 7. Ranges reflect the franchisor's stated low and high per line. Total is the sum of line-item lows / highs — actual costs may fall outside this range depending on market and build-out scope.
Item 7 · what it costs to open + operate
The Vitals
- Total investment
- $11K – $35K
- Better than avg vs category
- Liquid capital req'd
- $5K – $10K
- Better than avg vs category
- Franchise fee
- N/A
- Better than avg vs category
- Royalty
- 25.0%
- percentage_of_gross · typical 6–8%
- Ad fund
- -n/d
- Total fee load
- 25.0%
- vs 9–13% typical
Ongoing fees · Item 6
| Fee | Amount |
|---|---|
| Royalty | 25.0% of gross sales |
| Technology fee | $75 |
| Transfer fee | $3K |
| Renewal fee | $0 |
| Total fee load | 25.0% of rev |
Financial Performance
This franchisor did not disclose financial performance representations in Item 19, or our extractor could not parse them.
vs Financial Services averages
How Breakaway BA Compares
Unit growth
Item 20 · unit dynamics
The Growth Chart
- Total units
- 39
- Opened
- 19
- Last reporting year
- Closed
- 2
- Terminated
- 0
- Franchisor ended the franchise (per Item 20)
- Non-renewed
- 0
- Term expired, not renewed (per Item 20)
- Turnover rate
- 5.1%
- Company-owned
- 5
- Corporate units in the system
- % franchised
- 87%
- vs corporate-owned
- Net growth (yr3)
- +100.0%
- Net unit change last year
- 3-yr CAGR
- +126.7%
- Compounded over last 3 years
3-year detail · Item 20
- Transfers (3yr)
- 0
- Ceased ops
- 5.1%
- Units that stopped operating
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 20 · 22 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 contact records (FDD Item 20). Shows states with at least one current operator on file. Full state registration data (Item 12) will appear on a future FDD refresh.
Fast growth in a small system. Newer franchisors expanding quickly may not yet have the support infrastructure of larger systems.
SBA loan performance
Government records
SBA Loan Data
Aggregated from SBA 7(a) and 504 loan disclosures, public data unique to FranchiseVerdict.
No SBA loan data available for this brand.
Risk analysis
FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17
Risk & Legal
Early-stage franchise with aggressive growth metrics, opaque financials, high royalty rates, and no territory protection presents elevated risk for franchisee profitability despite low entry cost.
Litigation (Item 3)
No litigation required to be disclosed
Bankruptcy (Item 4)
None disclosed
Audited financials (Item 21)
Yes · Fordham & Co LLP⚠ Going-concern note flagged
Franchisor revenue (Item 21)
Franchisor entity revenue (not unit-level)
Supplier relationship · Items 8 & 16
- Franchisor sells you products: Yes
- Kickbacks from required suppliers: Yes
- Must buy proprietary products: Yes
- Restricted to system-approved products: Yes
- Can negotiate own supplier terms: No
Score breakdown · what drove the 54 / 100 rating
- 01MEDNo average revenue or net income disclosed — impossible to validate ROI on $10.5k-$34.5k investment
- 02MINORExtremely high royalty burden (20-25%) leaves minimal margin for profitability on small revenue base
- 03MINORZero franchise fee suggests potential cash flow issues or aggressive unit acquisition strategy masking unit quality
- 04MINOR39 units showing 100% YoY growth is unsustainable and indicates either new system or aggressive recruiting over retention
- 05MINORNo protected territory creates direct competition risk between franchisees within same market
- 06MINOR10-year term is unusually long without performance milestones or exit clauses
- 07HIGHGoing Concern status with no financial disclosure creates uncertainty about franchisor stability
Severity inferred from the FDD text · not a regulatory classification
FDD Items 5, 6, 12, 17 · continued from Risk & Legal
Contract & Territory Detail
| Initial term | 10 years |
|---|---|
| Renewal term | 10 years |
| Protected territory | No |
| Exclusive territoryℹ | No |
| Online sales rightsℹ | Restricted |
| Franchisor can compete | Yes |
| Hire a manager? | Allowed |
| Owner-operator | Optional |
| Non-compete (years)ℹ | 2 years |
| Right of first refusalℹ | Yes |
| RoFR response window | 30 days |
| Transfer requires consent | Yes |
| Termination notice | 30 days |
| Mandatory arbitration | No |
| Jury trial waiver | Yes |
| Governing law | Oregon |
| Litigation count | 0 |
View Item 3 litigation summary
No litigation required to be disclosed
Items 10, 11
Training & Operations
- Classroom training
- 59 hrs
- On-the-job training
- 0 hrs
- Training location
- Online and At Home
- Field support
- 0 hrs/yr
- On-site visits per year
- Time to open
- 2 mo
- From signing to launch
Items 5 & 11
Franchisor Support
Item 20 · call current owners
Franchisee Contacts
22 owners to call
Name · phone · city · state. Extracted from FDD Item 20
FDD download
Breakaway BA · FDD (2025) PDF
Frequently asked questions
Frequently Asked Questions
How much does it cost to open a Breakaway BA franchise?
The total investment to open a Breakaway BA franchise ranges from $11K – $35K. This includes real estate, equipment, inventory, and working capital as disclosed in their Franchise Disclosure Document (FDD).
What do Breakaway BA franchise owners earn?
Breakaway BA does not disclose average franchise owner earnings in their FDD Item 19. Not all franchisors are required to make financial performance representations. We recommend asking existing franchisees directly about their financial experience.
What is Breakaway BA's franchise failure rate?
SBA 7(a) loan charge-off data is not available for Breakaway BA (fewer than 10 loans on file). Charge-off rates are one way to gauge franchise risk, but not all franchise loans go through the SBA program. We recommend reviewing turnover and closure data in the FDD and speaking with current franchisees.
How many Breakaway BA franchise locations are there?
As of their most recent FDD filing, Breakaway BA has 39 total units in the United States, including 15 franchised units and 5 company-owned units. 19 new units were opened in the latest reporting year.
Is Breakaway BA a good franchise to buy?
FranchiseVerdict rates Breakaway BA as a B-grade franchise with a risk score of 54 out of 100, based on our analysis of investment costs, revenue data, SBA loan performance, and growth trends. Our rating is based solely on publicly available FDD and government data; we recommend speaking with current franchisees before making any investment decision. This is not investment advice.
Data sourced from public FDD filings and SBA 7(a) FOIA records. Not financial advice.
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Data extracted from public FDD filings and SBA 7(a) loan disclosures (FOIA). This information is provided for research purposes only and does not constitute financial, legal, or investment advice. Verify all figures with the franchisor's current Franchise Disclosure Document before making any investment decision.