EOS Worldwide
Bottom line
- Total investment $62K – $153K including a $5K franchise fee.
- Average unit revenue of $393K/year (median $340K).
- Rated STRONG with a risk score of 49/100. SBA loan default rate of 0.0% across 16 loans (below the industry average).
- No protected territory and the franchisor reserves the right to compete in your area. Clarify territorial boundaries before signing.
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 EOS Worldwide unit return on the cash you put in?
Unlevered ROIC · per unit
41%
In Yale's "attractive" band (30–60%)
Levered LBO scenario · Yale Crease Capital framing
What would 25 EOS Worldwide units return on equity?
Equity IRR · 5-yr
49.9%
7.57× MOIC
Year-1 DSCR
1.88×
EBITDA ÷ debt service
Equity required
$550K
on $2.7M purchase
Total debt
$2.2M
SBA $1.4M + senior + seller note
Overview
About
EOS Worldwide franchisees operate business coaching and organizational consulting practices, delivering the Entrepreneurial Operating System (EOS) methodology to small and mid-market companies through facilitation, implementation, and ongoing advisory work. Franchisees conduct workshops, manage client relationships, and guide companies through quarterly planning and traction meetings. Revenue derives from coaching fees, implementation projects, and recurring advisory retainers.
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 · 5 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.
FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17
Risk & Legal
EOS Worldwide shows concerning stagnation with near-zero unit growth, undisclosed profitability, high royalty rates on unprotected territory, and structural incentives favoring franchisor over franchisee sustainability.
Score breakdown · what drove the 49 / 100 rating
- 01MINORStagnant unit growth (0.8% YoY on 738 units indicates system contraction or maturation crisis)
- 02MEDNet income not disclosed in FDD — unable to validate $392k avg revenue translates to acceptable profit after $17.6k-$21.4k annual royalties
- 03MINORHigh royalty burden ($1,465-$1,780/month = 4.5-5.4% of avg revenue) with unprotected territory creates race-to-bottom pricing
- 04MINORNo territory protection — franchisees directly compete with other EOS locations and cannibalization risk is high
- 05MINORLow franchise fee ($5,000) suggests weak franchisor support infrastructure and minimal franchisee commitment screening
- 06MINOR5-year term is shorter than industry standard (typically 10 years), creating renewal uncertainty and higher replacement costs
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
100 numbers
One-time purchase · CSV download · Validation questions included
FDD download
EOS Worldwide · FDD (2026) PDF