EOS WorldwideFranchise Cost, Revenue & Review 2026
Data from FDD filing + SBA 7(a) records
FranchiseVerdict summary · 2026
A EOS Worldwide franchise requires a total initial investment of $62K – $153K, including a $5K franchise fee. Per the 2026 FDD, average unit revenue was $393K[2]. Verdict grade: A. Run a live ROI scan →
Data last verified June 18, 2026 · figures per the 2026 FDD issuance
Overview
- Investment
- $62K – $153K
- 18th pct Education
- Avg gross sales
- $393K
- 20th pct Education
- Royalty
- N/A
- Units
- 738
- 70th pct Education
- SBA default
- 0.0%
- system-wide median varies by category
Quick verdict · Education · color = vs category peers
Green = >15% above Education 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
Each dollar invested generates 3.7x in gross revenue, well above the typical 1.5-2.5x range.
Bottom line
- Total investment $62K – $153K including a $5K franchise fee.
- Average unit revenue of $393K/year (median $340K).
- Verdict A (Top Quintile) with a risk score of 22/100.
- 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
- Legal entity
- EOS Worldwide Franchising, LLC
- Parent company
- EOS HoldCo, LLC
- Incorporated in
- DE
- HQ
- 4860 Washtenaw Avenue, Suite i #496, Ann Arbor, MI 48108
- Auditor
- RSM US LLP
- Audited financials
- Franchisor revenue
- $21.0M
- vs $23.8M prior year
Affiliated brands
- is EOS Worldwide
Other brands the franchisor or its parent operates (Item 1).
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.
- CEO
- Mark O’Donnell
- Headquarters
- MI
- Founded
- 2021
- FDD year
- 2026
- States available
- 45
FDD Item 7 · 2026 filing · 11 line items
Initial investment breakdown
| Line item | Low | High | |
|---|---|---|---|
| Initial Franchise Feenot refundable | $5K | $5K | |
| Required Boot Camp Trainingnot refundable | $45K | $45K | |
| Additional Costs to attend Boot Camp Training and QCEsnot refundable | $1K | $10K | |
| Opening/Start-Up Inventorynot refundable | $2K | $3K | |
| Computer Technology Hardwarenot refundable | $2K | $10K | |
| Initial Client Development/Marketingnot refundable | $2K | $7K | |
| Insurancenot refundable | $2K | $4K | |
| Miscellaneous 1st Year Expensesnot refundable | $2K | $5K | |
| Accounting and Professional Feesnot refundable | $1K | $3K | |
| Monthly Membership Fees for First 6 Monthsnot refundable | $1K | $6K | |
| Additional Funds for First 6 Months of Operationnot refundable | $0 | $55K | |
| Total initial investment | $62K | $153K |
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.
Single-unit · estimated
Returns at a glance
Indicative numbers using FDD Item 7 / Item 19 inputs and category-benchmarked cost ratios. Full single-unit, 25-unit portfolio, and LBO models (with every input editable to stress-test your own scenario) live on the financials page.
Store EBITDA · annual
$55K
14.0% margin
Unlevered ROIC
41%
EBITDA / total invested capital
Payback
29 mo
cash-on-cash, unlevered
Item 7 · what it costs to open + operate
The Vitals
- Total investment
- $62K – $153K
- Better than avg vs category
- Liquid capital req'd
- $0 – $55K
- Better than avg vs category
- Franchise fee
- $5K – $5K
- Better than avg vs category
- Royalty
- $1,465 to $1,780 per month based on tier
- Ad fund
- -n/d
Ongoing fees · Item 6
| Fee | Amount |
|---|---|
| Training fee | $995 |
| Transfer fee | $5K |
| Renewal fee | $0 |
| Inventory (initial) | $2K – $3K |
Financial Performance
- Avg gross sales
- $393K
- Per unit, per year
- Median gross sales
- $340K
- Item 19 type
- Gross Session Revenue
- Sample size
- 570 units
- vs category median 14 · large
- Range (low → high)
- $4K→$1.6M
- Cohort dispersion (min → max)
- Transparency tier
- revenue_only
- Categorical assessment of disclosure depth
- Transparency
- 4 / 5
- vs category median 4 / 5 · typical
Compared against 237 Education brands
vs Education averages
How EOS Worldwide Compares
Unit growth
Item 20 · unit dynamics
The Growth Chart
- Total units
- 738
- Opened
- 75
- Last reporting year
- Closed
- 69
- Turnover rate
- 9.3%
- Company-owned
- 0
- Corporate units in the system
- % franchised
- 100%
- vs corporate-owned
- Net growth (yr3)
- +0.8%
- Net unit change last year
- 3-yr CAGR
- +11.5%
- Compounded over last 3 years
3-year detail · Item 20
- Opened (3yr)
- 6
- Transfers (3yr)
- 0
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 20 · 26 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.
SBA loan performance
Government records
SBA Loan Data
Aggregated from SBA loan disclosures. This brand has only 8 7(a) loans on file; statistical reliability is limited below 10 loans.
- Total loans
- 8
- Loan volume
- $880K
- Median loan
- $69K
- 50th percentile
- Charge-off rate
- 0.0%
- rates vary by category · see methodology
Historical SBA 7(a) lending data, not predictive of future performance. How SBA charge-off rates are calculated
- Repayment rate (PIF)
- 100.0%
- 5-yr charge-off
- 0.0%
- Loans approved 2021+
- Active lenders
- 7
- Defaults
- 0
Explore lender portfolios on Bank Reports or regional data on State Reports.
Premium insight
SBA Lending Report
Deep-dive into EOS Worldwide's SBA lending history: lender network, geographic footprint, interest rates, and more.
SBA Lending Report
- Principal loss rate and NAICS industry benchmark
- 7 lenders with concentration factor
- Per-state charge-off rates across 6 states
- Startup risk premium and job creation velocity
- 4-year lending trend
- SBA 504 real estate/equipment data
Instant access. No subscription.
Risk analysis
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.
Litigation (Item 3)
0 case reference(s): 0 pending, 0 settled.
Largest disclosed settlement: $57,180
Bankruptcy (Item 4)
None disclosed
Audited financials (Item 21)
Yes · RSM US LLP
Franchisor revenue (Item 21)
Franchisor entity revenue (not unit-level)
Supplier relationship · Items 8 & 16
- Franchisor sells you products: Yes
- Must buy proprietary products: No
- Restricted to system-approved products: No
Score breakdown · what drove the 22 / 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
| Initial term | 5 years |
|---|---|
| Renewal term | 3 years |
| Allowed renewalsℹ | 2 |
| Protected territory | No |
| Online sales rightsℹ | Restricted |
| Franchisor can compete | Yes |
| Hire a manager? | Not allowed |
| Owner-operator | Required |
| Non-compete (years)ℹ | 1 year |
| Right of first refusalℹ | Yes |
| Termination notice | 30 days |
| Termination groundsℹ | 1 |
| Curable defaultsℹ | 1 |
| Mandatory arbitration | Yes |
| Jury trial waiver | Yes |
| Governing law | Delaware |
| Litigation count | 0 |
View Item 3 litigation summary
0 case reference(s): 0 pending, 0 settled.
Items 10, 11
Training & Operations
- Classroom training
- 27 hrs
- On-the-job training
- 0 hrs
- Training location
- On-site and off-site
- Site selection
- franchisee
- Franchisor financing
- Offered
- Item 10
- POS system
- EOS One / Practice Management CRM
- Operating tech stack
Items 5 & 11
Franchisor Support
Technology: EOS One / Practice Management CRM
Item 20 · call current owners
Franchisee Contacts
156 owners to call
Name · phone · city · state. Extracted from FDD Item 20
FDD download
EOS Worldwide · FDD (2026) PDF
Frequently asked questions
Frequently Asked Questions
How much does it cost to open a EOS Worldwide franchise?
The total investment to open a EOS Worldwide franchise ranges from $62K – $153K, with an initial franchise fee of $5K. This includes real estate, equipment, inventory, and working capital as disclosed in their Franchise Disclosure Document (FDD).
What do EOS Worldwide franchise owners earn?
According to Item 19 of the EOS Worldwide FDD, the average gross sales per unit is $393K. The median is $340K. Note: this is gross revenue, not profit. Actual owner earnings vary based on location, operating costs, and management.
What is EOS Worldwide's franchise failure rate?
SBA 7(a) loan charge-off data is not available for EOS Worldwide (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 EOS Worldwide franchise locations are there?
As of their most recent FDD filing, EOS Worldwide has 738 total units in the United States, including 662 franchised units and 0 company-owned units. 75 new units were opened in the latest reporting year.
Is EOS Worldwide a good franchise to buy?
FranchiseVerdict rates EOS Worldwide as a A-grade franchise with a risk score of 22 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.