Fortune Practice ManagementFranchise Cost, Revenue & Review 2026
Data from FDD filing + SBA 7(a) records
FranchiseVerdict summary · 2026
A Fortune Practice Management franchise requires a total initial investment of $36K – $175K, including a $13K franchise fee and an ongoing 12.0% royalty[2]. The 2024 FDD does not disclose unit-level revenue (no Item 19). Verdict grade: A. Run a live ROI scan →
Data last verified June 18, 2026 · figures per the 2024 FDD issuance
Overview
- Investment
- $36K – $175K
- 5th pct Healthcare
- Avg gross sales
- N/A
- 48th pct Healthcare
- Royalty
- 12.0%
- 54th pct Healthcare
- Units
- 68
- 58th pct Healthcare
- SBA default
- 66.7%
- system-wide median varies by category
Quick verdict · Healthcare · color = vs category peers
Green = >15% above Healthcare 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
Bottom line
- Total investment $36K – $175K including a $13K franchise fee, 12.0% ongoing royalty.
- No Item 19 financial performance data disclosed. The franchisor chose not to publish revenue figures.
- Verdict A (Top Quintile) with a risk score of 18/100.
- No Item 19 financial performance representation. Without franchisor-disclosed revenue data, you'll need to gather unit economics directly from existing franchisees.
Item 1 · who you're contracting with
The Franchisor
- Legal entity
- Fortune Practice Management, Inc.
- Incorporated in
- DE
- HQ
- 771 Jamacha Road Suite 322, El Cajon, CA 92019
- Auditor
- Block, Gaunce, & Associates
- Audited financials
- Franchisor revenue
- $3.1M
- vs $3.4M prior year
Overview
About
Fortune Practice Management franchisees operate medical/dental practice management consulting services, helping healthcare providers optimize operations, billing, staffing, and compliance. Franchisees likely work as consultants or practice managers, either serving clients remotely or on-site, generating revenue through service fees or hourly billings.
- CEO
- Bernie Stoltz
- Headquarters
- CA
- Founded
- 2005
- FDD year
- 2024
- States available
- 32
FDD Item 7 · 2024 filing
Initial investment breakdown
| Cost component | Low | High |
|---|---|---|
| Initial franchise fee | $13K | $13K |
| Working capital (3–6 mo) | $15K | $20K |
| Equipment, build-out, other | $8K | $143K |
| Total initial investment | $36K | $175K |
Source: Fortune Practice Management 2024 FDD, Items 5 and 7[2]. “Equipment, build-out, other” is computed as total minus disclosed line items above.
Item 7 · what it costs to open + operate
The Vitals
- Total investment
- $36K – $175K
- Better than avg vs category
- Liquid capital req'd
- $15K – $20K
- Better than avg vs category
- Franchise fee
- $13K – $125K
- Better than avg vs category
- Royalty
- 12.0%
- percentage_of_gross · typical 6–8%
- Ad fund
- 0.6%
- typical 3–5%
- Total fee load
- 12.6%
- vs 9–13% typical
Ongoing fees · Item 6
| Fee | Amount |
|---|---|
| Royalty | 12.0% of gross sales |
| Marketing / ad fund | 0.6% of gross sales |
| Training fee | $3K |
| Transfer fee | $4K |
| Renewal fee | $2K |
| Total fee load | 12.6% of rev |
Financial Performance
This franchisor did not disclose financial performance representations in Item 19, or our extractor could not parse them.
vs Healthcare averages
How Fortune Practice Management Compares
Unit growth
Item 20 · unit dynamics
The Growth Chart
- Total units
- 68
- Opened
- 3
- Last reporting year
- Closed
- 0
- Terminated
- 0
- Franchisor ended the franchise (per Item 20)
- Non-renewed
- 0
- Term expired, not renewed (per Item 20)
- Turnover rate
- 0.0%
- Company-owned
- 0
- Corporate units in the system
- % franchised
- 100%
- vs corporate-owned
- Net growth (yr3)
- +3.0%
- Net unit change last year
- 3-yr CAGR
- +4.6%
- Compounded over last 3 years
3-year detail · Item 20
- Transfers (3yr)
- 1
- Transfer rate
- 1.5%
- Owners selling to other franchisees
- Ceased ops
- 1.5%
- Units that stopped operating
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 20 · 18 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 3 7(a) loans on file; statistical reliability is limited below 10 loans.
- Total loans
- 3
- Loan volume
- $105K
- Median loan
- $20K
- 50th percentile
- Charge-off rate
- 66.7%
- 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)
- 33.3%
- 5-yr charge-off
- N/A
- Loans approved 2021+
- Active lenders
- 2
- Defaults
- 2
Explore lender portfolios on Bank Reports or regional data on State Reports.
Premium insight
SBA Lending Report
Deep-dive into Fortune Practice Management's SBA lending history: lender network, geographic footprint, interest rates, and more.
SBA Lending Report
- Principal loss rate and NAICS industry benchmark
- 2 lenders with concentration factor
- Per-state charge-off rates across 2 states
- Startup risk premium and job creation velocity
- 2-year lending trend
Instant access. No subscription.
Risk analysis
FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17
Risk & Legal
Fortune Practice Management presents moderate-to-high risk due to lack of financial transparency (no Item 19), stagnant unit growth, unclear franchisor solvency, and aggressive royalty structure without disclosed unit economics.
Litigation (Item 3)
No litigation is required to be disclosed in this disclosure document.
Bankruptcy (Item 4)
None disclosed
Audited financials (Item 21)
Yes · Block, Gaunce, & Associates
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 18 / 100 rating
- 01MINORNo Item 19 financial performance disclosure despite 12% royalty burden limits transparency on actual franchisee profitability
- 02MINORMinimal system growth (3.0% YoY expansion) suggests market saturation or weak unit economics in a 68-unit system
- 03HIGHGoing Concern status is FALSE, indicating potential financial instability at franchisor level despite no disclosed litigation
- 04MINORWide investment range ($35.6K–$175K) without clear breakdown creates ambiguity on startup capital requirements and ROI expectations
- 05MINOR12% monthly royalty on gross receipts is high-end for service-based franchises and could strain margins in low-revenue months
- 06MEDNo disclosed average unit volume (AUV) or net income makes it impossible to validate break-even timeline or payback period
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 | 3 years |
|---|---|
| Renewal term | 3 years |
| Territory type | Licensed Dentists |
| Protected territory | Yes |
| Exclusive territoryℹ | Yes |
| Online sales rightsℹ | Restricted |
| Franchisor can compete | Yes |
| Hire a manager? | Not allowed |
| Owner-operator | Required |
| Non-compete (years)ℹ | 2 years |
| Right of first refusalℹ | Yes |
| Termination notice | 30 days |
| Mandatory arbitration | Yes |
| Jury trial waiver | Yes |
| Governing law | California |
| Litigation count | 0 |
View Item 3 litigation summary
No litigation is required to be disclosed in this disclosure document.
Items 10, 11
Training & Operations
- Classroom training
- 60 hrs
- On-the-job training
- 0 hrs
- Training location
- Denver, Colorado
- Ongoing training
- Required
- Field support
- 40 hrs/yr
- On-site visits per year
Items 5 & 11
Franchisor Support
Item 20 · call current owners
Franchisee Contacts
30 owners to call
Name · phone · city · state. Extracted from FDD Item 20
FDD download
Fortune Practice Management · FDD (2024) PDF
Frequently asked questions
Frequently Asked Questions
How much does it cost to open a Fortune Practice Management franchise?
The total investment to open a Fortune Practice Management franchise ranges from $36K – $175K, with an initial franchise fee of $13K. This includes real estate, equipment, inventory, and working capital as disclosed in their Franchise Disclosure Document (FDD).
What do Fortune Practice Management franchise owners earn?
Fortune Practice Management 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 Fortune Practice Management's franchise failure rate?
SBA 7(a) loan charge-off data is not available for Fortune Practice Management (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 Fortune Practice Management franchise locations are there?
As of their most recent FDD filing, Fortune Practice Management has 68 total units in the United States, including 65 franchised units and 0 company-owned units. 3 new units were opened in the latest reporting year.
Is Fortune Practice Management a good franchise to buy?
FranchiseVerdict rates Fortune Practice Management as a A-grade franchise with a risk score of 18 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.