Fortune Practice Management Franchise Cost, Revenue & Review 2026
Data from FDD filing + SBA 7(a) records
Analysis by FranchiseVerdict Research · Methodology
Fortune Practice Management is a dental and medical practice consulting franchise helping providers improve operations, staffing, and profitability. Franchisees work as practice coaches, building client relationships and delivering advisory services.
FranchiseVerdict summary · 2026
A Fortune Practice Management franchise requires a total initial investment of $36K – $175K, including a $13K – $125K franchise fee and an ongoing 12.0% royalty[2]. The 2024 FDD does not disclose unit-level revenue (no Item 19). FranchiseVerdict grade: A (Strongest tier), an editorial assessment, not investment advice. Run a live ROI scan →
Data last verified · figures per the 2024 FDD issuance
Overview
- Investment
- $36K – $175K
- 4th pct Healthcare
- Avg gross sales
- N/A
- Royalty
- 12.0%
- 58th pct Healthcare
- Units
- 68
- 60th pct Healthcare
- SBA charge-off
- N/A
Quick verdict · Healthcare · color = vs category peers
Green = favorable by >10% vs Healthcare avg · No shading = within ±10% · Red = unfavorable by >10% · Source: FDD filings + SBA 7(a)
Data from public FDD filings and SBA records. Not financial advice. Methodology
Bottom line
- COSTTotal investment $36K – $175K including a $13K franchise fee, 12.0% ongoing royalty.
- RETURNSFY2023 total revenues of $3,401,180 = franchise fees and sales $1,856,012 + service fees $1,545,168; FY2022 total revenues $3,120,127. Audited statements for Fortune Practice Management, Inc. (a Delaware C Corporation), year ended December 31, 2023 and 2022.
- RISKVerdict A (Strongest tier), verdict score 65/100 (higher is better).
- DATANo 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
Corporate structure & franchisor financials
- Legal entity
- Fortune Practice Management, Inc.
- Parent company
- None
- Predecessor
- Fortune Practice Management, a Nevada General Partnership
- Prior franchisor entity
- CEO title
- Chief Executive Officer
- Bernie Stoltz
- Incorporated in
- DE
- HQ
- 771 Jamacha Road Suite 322, El Cajon, CA 92019
- Auditor
- Block, Gaunce, & Associates
- Audited financials
- Franchisor revenue
- $3.4M
- vs $3.1M prior year
Overview
About
- CEO
- Bernie Stoltz
- Headquarters
- CA
- Founded
- 2005
- FDD year
- 2024
- States available
- 32
Can you afford it, and what does the money buy?
Entry cost runs 75% below the typical healthcare franchise.
Source: FDD 2024 · Items 5–7
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
- Top 40% of category vs category
- Liquid capital req'd
- $15K – $20K
- Top 40% of category vs category
- Franchise fee
- $13K – $125K
- Top 40% of category vs category
- Royalty
- 12.0%
- percentage · 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 |
ROI & LBO modelsSingle-unit · 25-unit portfolio · editable
Fortune Practice Management did not disclose financial performance in FDD Item 19. The ROIC and return models require Item 19 revenue. Without it all inputs are estimates. You can still run the calculator with your own assumptions by entering an expected revenue figure.
Returns model · single-unit ROIC
What would one Fortune Practice Management unit return on the cash you put in?
Unlevered ROIC · per unit
Estimated return on your total franchise investment, before any debt financing.
76%
Above the 30–60% band. Verify revenue is per-unit average
These models are for research and scenario planning only. Not investment advice. Actual results depend on your specific location, management, and market conditions. Consult a franchise attorney and accountant before signing any franchise agreement.
Item 19 · Source: 2024 FDD
Financial Performance
FY2023 total revenues of $3,401,180 = franchise fees and sales $1,856,012 + service fees $1,545,168; FY2022 total revenues $3,120,127. Audited statements for Fortune Practice Management, Inc. (a Delaware C Corporation), year ended December 31, 2023 and 2022.
Operator outlook
What the numbers say
Data-driven interpretation of this brand's financial disclosures, fee structure, and system trajectory.
Fee burden
Total ongoing fee load of 12.6% — above the Healthcare average of 8.8%.
Disclosure
Franchisor chose not to disclose financial performance representations. You will need to gather unit economics directly from existing franchisees.
Operator retention
System roughly stable (+4.6% 3-year CAGR) with 68 units.
Source: FDD Item 19 financial performance representations and publicly filed FDD data. Past performance is not indicative of future results. Verify all figures with the franchisor and current franchisees before making any investment decision.
vs Healthcare averages
How Fortune Practice Management Compares
Is the system healthy?
Source: FDD 2024 · Item 20
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
- 5.9%
- Company-owned
- 0
- Corporate units in the system
- % franchised
- 100%
- vs corporate-owned
- Net growth (3-yr)
- -1.5%
- Net unit change over 3 years
- 3-yr CAGR
- +4.6%
- Compounded over last 3 years
3-year detail · Item 20
- Opened (3yr)
- 3
- Closed (3yr)
- 1
- Terminated (3yr)
- 0
- Non-renewed (3yr)
- 3
- Transfers (3yr)
- 7
- Reacquired (3yr)
- 4
- Franchisor bought back
- 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
- N/A
- limited sample (3 loans) — rate not shown below 10
Historical SBA 7(a) lending data, not predictive of future performance. How SBA charge-off rates are calculated
- Repayment rate (PIF)
- N/A
- 5-yr charge-off
- N/A
- Loans approved 2021+
- Active lenders
- 2
- Defaults
- N/A
Explore lender portfolios on Bank Reports or regional data on State Reports.
What could kill this investment?
Source: SBA 7(a) FOIA · FDD Items 3, 21
Risk analysis
FranchiseVerdict rating + FDD Items 3, 4, 8, 16, 21
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 required to be disclosed.
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: No
- Kickbacks from required suppliers: No
- Must buy proprietary products: Yes
- Restricted to system-approved products: Yes
- Can negotiate own supplier terms: No
Score breakdown · what drove the 65 / 100 verdict
- 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
What are you signing up for?
Ongoing fees run about 12.6% of sales (royalty + ad fund), before rent and labor.
Source: FDD 2024 · Items 11, 12, 17
FDD Items 12, 15, 17 · continued from Risk & Legal
Contract & Territory Detail
| Initial term | 3 years |
|---|---|
| Renewal term | 3 years |
| Territory type | protected |
| Protected territory | Yes |
| Exclusive territoryℹ | No |
| 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 |
| Transfer requires consent | Yes |
| Termination notice | 30 days |
| Mandatory arbitration | Yes |
| Arbitration location | San Diego, California |
| Jury trial waiver | Yes |
| Governing law | CA |
| Litigation count | 0 |
View Item 3 litigation summary
No litigation required to be disclosed.
Items 10, 11
Training & Operations
- Classroom training
- 12 hrs
- On-the-job training
- 40 hrs
- Training location
- Denver, CO (bootcamp); online/virtual
- Ongoing training
- Required
- Field support
- 40 hrs/yr
- On-site visits per year
- Time to open
- 3 mo
- From signing to launch
- Site selection
- Franchisee (home-based recommended)
- Franchisor financing
- Offered
- Item 10
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 Item 19 in the Fortune Practice Management FDD?
The FDD section where a franchisor may disclose financial performance of its outlets. Disclosure is optional and formats vary; figures are typically gross sales, which is revenue before expenses, not profit. FranchiseVerdict extracts these figures directly from the Fortune Practice Management FDD and qualifies whose outlets they describe.
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 68 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 verdict score of 65 out of 100 (higher is better), 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.
For franchisors
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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.