FranchiseVerdict
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FV-00980·MODERATEStandard76

Fortune Practice Management

Health & Wellness - OtherFranchising since 2005Website
Investment
$36K – $175K
6th pct Other
Avg revenue
63rd pct Other
Royalty
12.0%
70th pct Other
Units
68
75th pct Other
SBA default
0.0%
vs <3% typical

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.
  • Rated MODERATE with a risk score of 64/100. SBA loan default rate of 0.0% across 3 loans (below the industry average).
  • 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
Delaware
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

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 Fortune Practice Management 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: personal services
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $36K–$175K
Working capital
$
FDD reports $15K–$20K

Unlevered ROIC · per unit

106%

Above typical band (30–60%)

0%30–60% Yale band80%
ROIC above 100% usually means the revenue figure is a system-wide aggregate or top-cohort number rather than a single-unit average. Verify the "Revenue · per unit" field against the brand's FDD Item 19 detail tables before relying on this output.

Store EBITDA · annual
$131K
EBITDA margin
17.4%
Total invested
$123K
Payback
11 mo
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

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
Founded
2005
FDD year
2024
States available
32

Item 7 · what it costs

The Vitals

Total investment
$36K – $175K
All-in to open one unit
Liquid capital
$15K – $20K
Cash you must have on hand
Franchise fee
$13K
Royalty
12.0%
Percentage of Gross Receipts · typical 6–8%
Ad fund
0.6%
typical 3–5%
Total fee load
12.6%
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
68
Opened
3
Last reporting year
Closed
0
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
2022
68+2
Franchised units
2023
66
Franchised units
2024
65
Franchised units

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).

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 · 18 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.

Total loans
3
Loan volume
Avg loan
Default rate
0.0%
vs <3% typical · system-wide
5-yr default

FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17

Risk & Legal

64
Risk · 0-100
MODERATE64 / 100

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.

Score breakdown · what drove the 64 / 100 rating

  1. 01MINORNo Item 19 financial performance disclosure despite 12% royalty burden limits transparency on actual franchisee profitability
  2. 02MINORMinimal system growth (3.0% YoY expansion) suggests market saturation or weak unit economics in a 68-unit system
  3. 03HIGHGoing Concern status is FALSE, indicating potential financial instability at franchisor level despite no disclosed litigation
  4. 04MINORWide investment range ($35.6K–$175K) without clear breakdown creates ambiguity on startup capital requirements and ROI expectations
  5. 05MINOR12% monthly royalty on gross receipts is high-end for service-based franchises and could strain margins in low-revenue months
  6. 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

Territory
Licensed Dentists
Protected territory
Yes
Initial term
3 years
Renewal term
3 years
Online sales rights
Restricted
Franchisor can compete
Yes
Hire a manager?
Not allowed
Litigation count
0
Right of first refusal
Yes
Franchisor can buy back on resale
Mandatory arbitration
Yes
Jury trial waiver
Yes
Non-compete
2 yrs
Post-termination restriction
Owner-operator
Required
Governing law
California

Item 11

Training & Operations

Classroom training
60 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

30 numbers

Locked
(254) 498-••••
Hiba Abusaid
TX
(207) 522-••••
Ryan Plante
VA
(405) 818-••••
Katie Burkett
OK

One-time purchase · CSV download · Validation questions included

FDD download

Fortune Practice Management · FDD (2024) PDF

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