FranchiseVerdict
Padgett Business Services logo
FV-01866·STRONGExcellent86

Padgett Business Services

Business Services - Tax & FinancialFranchising since 1988Website
Investment
$9K – $117K
0th pct Tax & Financi…
Avg revenue
$477K
26th pct Tax & Financi…
Royalty
Units
167
71st pct Tax & Financi…
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $9K – $117K including a $63K franchise fee.
  • Average unit revenue of $477K/year. Estimated payback in 0.4 years.
  • Rated STRONG with a risk score of 41/100. SBA loan default rate of 0.0% across 75 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

Legal entity
SmallBizPros, Inc. d/b/a Padgett Business Services
Incorporated in
Georgia
HQ
1550 Timothy Road, Suite 101, Athens, Georgia 30606
Auditor
Turner and Patat, P.C.
Audited financials
Franchisor revenue
$66.1M
vs $67.9M 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 Padgett Business Services unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $477,442
Franchisor take · royalty + ad fund
Royaltytyp 68%
%
Ad fundtyp 35%
%
Operating costs · category default: generic
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $9K–$117K
Working capital
$
FDD reports $1K–$1K

Unlevered ROIC · per unit

112%

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
$72K
EBITDA margin
15.0%
Total invested
$64K
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.

Levered LBO scenario · Yale Crease Capital framing

What would 25 Padgett Business Services units return on equity?

Edit assumptions

Equity IRR · 5-yr

49.9%

7.57× MOIC

Year-1 DSCR

1.88×

EBITDA ÷ debt service

Equity required

$764K

on $3.8M purchase

Total debt

$3.1M

SBA $1.9M + senior + seller note

Overview

About

Padgett Business Services franchisees operate as local accounting and bookkeeping service providers for small businesses, handling tax preparation, payroll processing, financial consulting, and back-office accounting. Day-to-day work involves client relationship management, tax/compliance work, and potential staff oversight as the business scales.

CEO
Jeffrey Phillips
Founded
1988
FDD year
2025
States available
41

Item 7 · what it costs

The Vitals

Total investment
$9K – $117K
All-in to open one unit
Liquid capital
$1K – $1K
Cash you must have on hand
Franchise fee
$63K
Royalty
the greater of $1,500 or 9% of Gross Receipts (standard r…
Ad fund
2.0%
typical 3–5%
Total fee load
11.0%
vs 9–13% typical
Payback period
0.4 yrs
From v3 / Item 19

Item 19

Financial Performance

Avg gross sales
$477K
Per unit, per year
Median gross sales
Item 19 type
Historical Franchisee Financial Information
Sample size
124 units
vs category median 112
Transparency
7 / 5
vs category median 0 / 5 · above
Revenue rank26th
vs Business Services - Tax & Financial peers
Investment cost rank0th
Lower investment ranks lower (better)
Royalty rate rank74th
Lower royalty = lower percentile (better)
Unit count rank71th
vs Business Services - Tax & Financial peers
Risk score rank6th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
167
Opened
9
Last reporting year
Closed
8
Turnover rate
4.8%
Company-owned
0
Corporate units in the system
% franchised
100%
vs corporate-owned
Multi-unit owners
75.0%
Net growth (yr3)
+0.6%
Net unit change last year
3-yr CAGR
-3.5%
Compounded over last 3 years
2023
167+1
Franchised units
2024
166
Franchised units
2025
173
Franchised units

Year-over-year franchised unit counts and net change. Source: FDD Item 20.

Item 20 · 12 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 · 12 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
75
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

41
Risk · 0-100
STRONG41 / 100

Padgett shows modest profitability but concerning stagnation, unprotected territories, and lack of transparent financial disclosure—moderate-to-high risk for multi-unit or undercapitalized franchisees.

Score breakdown · what drove the 41 / 100 rating

  1. 01MINORStagnant unit growth (0.6% YoY) suggests market saturation or franchisee dissatisfaction in a 167-unit system
  2. 02MINORHigh franchise fee ($62,750) relative to investment range ($8,700-$117,025) creates misalignment and barrier to entry
  3. 03MINORUnprotected territory exposes franchisees to direct competition from same-brand operators and encroachment
  4. 04MINORNo Item 19 financial performance representations limits ability to validate $178k average net income claim
  5. 05MINORRoyalty floor of $1,500/month ($18k annually) creates break-even pressure for newer or slower-performing locations

Severity inferred from the FDD text · not a regulatory classification

FDD Items 5, 6, 12, 17 · continued from Risk & Legal

Contract & Territory Detail

Territory
Zip code
Protected territory
No
Initial term
10 years
Renewal term
10 years
Online sales rights
Restricted
Franchisor can compete
Yes
Hire a manager?
Not allowed
Litigation count
0
Right of first refusal
No
Franchisor can buy back on resale
Mandatory arbitration
No
Jury trial waiver
Yes
Non-compete
2 yrs
Post-termination restriction
Owner-operator
Required
Governing law
Georgia

Item 11

Training & Operations

Classroom training
106 hrs
On-the-job training
0 hrs
POS system
Padgett Accounting System (PAS)
Operating tech stack

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

66 numbers

Locked
(561) 361-••••
FL
(954) 906-••••
FL
(334) 703-••••
AL

One-time purchase · CSV download · Validation questions included

FDD download

Padgett Business Services · FDD (2025) PDF

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