FranchiseVerdict
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Breakaway BA

Business Services - Tax & FinancialFranchising since 2020Website
Investment
$11K – $35K
6th pct Tax & Financi…
Avg revenue
47th pct Tax & Financi…
Royalty
25.0%
62nd pct Tax & Financi…
Units
39
41st pct Tax & Financi…
SBA default

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.
  • Rated STRONG with a risk score of 52/100.
  • Auditor disclosed a going-concern note — 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
Incorporated in
Oregon
HQ
22467 SW Ash St., Sherwood, Oregon 97140
Auditor
Fordham & Co LLP
Audited financials
Franchisor revenue
$2.0M
vs $2.8M prior year
⚠ Going-concern note
Disclosed in FDD 2025
Auditor flagged doubt about continued operations. Verify against the latest FDD before deciding.

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 Breakaway BA 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: $11K–$35K
Working capital
$
FDD reports $5K–$10K

Unlevered ROIC · per unit

-125%

Negative

0%30–60% Yale band80%

Store EBITDA · annual
$-38K
EBITDA margin
-5.0%
Total invested
$30K
Payback
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

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
Founded
2020
FDD year
2025
States available
17

Item 7 · what it costs

The Vitals

Total investment
$11K – $35K
All-in to open one unit
Liquid capital
$5K – $10K
Cash you must have on hand
Franchise fee
$0
Royalty
25.0%
Percentage of monthly Gross Revenue (Monthly Desk Fee) · typical 6–8%
Ad fund
n/d
Total fee load
25.0%
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
39
Opened
19
Last reporting year
Closed
2
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
2023
34+17
Franchised units
2024
17
Franchised units
2025
15
Franchised units

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).

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 · 22 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

52
Risk · 0-100
STRONG52 / 100

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.

Score breakdown · what drove the 52 / 100 rating

  1. 01MEDNo average revenue or net income disclosed — impossible to validate ROI on $10.5k-$34.5k investment
  2. 02MINORExtremely high royalty burden (20-25%) leaves minimal margin for profitability on small revenue base
  3. 03MINORZero franchise fee suggests potential cash flow issues or aggressive unit acquisition strategy masking unit quality
  4. 04MINOR39 units showing 100% YoY growth is unsustainable and indicates either new system or aggressive recruiting over retention
  5. 05MINORNo protected territory creates direct competition risk between franchisees within same market
  6. 06MINOR10-year term is unusually long without performance milestones or exit clauses
  7. 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

Protected territory
No
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
No
Jury trial waiver
Yes
Non-compete
2 yrs
Post-termination restriction
Owner-operator
Optional
Governing law
Oregon

Item 11

Training & Operations

Classroom training
59 hrs
On-the-job training
0 hrs

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

22 numbers

Locked
(512) 475-••••
TX
(402) 471-••••
NE
(608) 261-••••
WI

One-time purchase · CSV download · Validation questions included

FDD download

Breakaway BA · FDD (2025) PDF

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