Supporting Strategies Franchise Cost, Revenue & Review 2026
Data from FDD filing + SBA 7(a) records
Analysis by FranchiseVerdict Research · Methodology
Supporting Strategies is a B2B outsourced bookkeeping and controller-services franchise for small and midsize businesses. Franchisees run a home-based operation, building client accounts and managing a team that delivers cloud-based accounting.
FranchiseVerdict summary · 2026
A SUPPORTING STRATEGIES franchise requires a total initial investment of $75K – $98K, including a $60K franchise fee and an ongoing 10.0% royalty[2]. The 2025 FDD does not disclose unit-level revenue (no Item 19). FranchiseVerdict grade: C (Average), an editorial assessment, not investment advice. Run a live ROI scan →
Data last verified · figures per the 2025 FDD issuance
Overview
- Investment
- $75K – $98K
- 22nd pct Business Serv…
- Avg gross sales
- N/A
- Royalty
- 10.0%
- 32nd pct Business Serv…
- Units
- 68
- 43rd pct Business Serv…
- SBA charge-off
- N/A
Quick verdict · Business Services · color = vs category peers
Green = favorable by >10% vs Business Services 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 $75K – $98K including a $60K franchise fee, 10.0% ongoing royalty.
- RETURNSNo Item 19 financial performance data disclosed. The franchisor chose not to publish revenue figures.
- RISKVerdict C (Average), verdict score 43/100 (higher is better).
- FLAG18 units terminated last reporting year (26.5% of the system). Ask existing franchisees why.
Item 1 · who you're contracting with
The Franchisor
Corporate structure & franchisor financials
- Legal entity
- Supporting Strategies Partners, LLC
- Ultimate parent
- None disclosed
- CEO title
- Managing Member and Chief Executive Officer
- Leslie Jorgensen
- CEO experience
- 20 yrs
- Years in role or industry
- Founder active
- Yes
- Original founder still leading the business
- Incorporated in
- Delaware
- HQ
- 100 Cummings Center, Suite 207P, Beverly, Massachusetts 01915
- Auditor
- Citrin Cooperman & Company, LLP
- Audited financials
- Franchisor revenue
- $19.1M
- vs $20.8M prior year
- Management churn noted
- Frequent turnover
- Item 2 disclosed frequent executive changes
Overview
About
- CEO
- Leslie Jorgensen
- Headquarters
- MA
- Founded
- 2013
- FDD year
- 2025
- States available
- 27
Can you afford it, and what does the money buy?
Entry cost runs 69% below the typical business services franchise.
Source: FDD 2025 · Items 5–7
FDD Item 7 · 2025 filing
Initial investment breakdown
| Cost component | Low | High |
|---|---|---|
| Initial franchise fee | $60K | $60K |
| Working capital (3–6 mo) | $10K | $30K |
| Equipment, build-out, other | $5K | $8K |
| Total initial investment | $75K | $98K |
Source: SUPPORTING STRATEGIES 2025 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
- $75K – $98K
- Top 40% of category vs category
- Liquid capital req'd
- $10K – $30K
- Top 40% of category vs category
- Franchise fee
- $60K – $60K
- Middle of category vs category
- Royalty
- 10.0%
- Gross Sales · typical 6–8%
- Ad fund
- 2.0%
- typical 3–5%
- Total fee load
- 12.0%
- vs 9–13% typical
Ongoing fees · Item 6
| Fee | Amount |
|---|---|
| Royalty | 10.0% of gross sales |
| Marketing / ad fund | 2.0% of gross sales |
| Technology fee | $100 |
| Transfer fee | $12K |
| Renewal fee | $6K |
| Total fee load | 12.0% of rev |
ROI & LBO modelsSingle-unit · 25-unit portfolio · editable
SUPPORTING STRATEGIES 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 SUPPORTING STRATEGIES unit return on the cash you put in?
Unlevered ROIC · per unit
Estimated return on your total franchise investment, before any debt financing.
78%
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: 2025 FDD
Financial Performance
This franchisor did not disclose financial performance representations in Item 19, or our extractor could not parse them.
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 12.0% (near the Business Services average).
Disclosure
Franchisor chose not to disclose financial performance representations. You will need to gather unit economics directly from existing franchisees.
Operator retention
System contracting at -31.6% CAGR over 3 years. Investigate whether closures are franchisor-driven consolidation or franchisee exits.
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 Business Services averages
How Supporting Strategies Compares
Is the system healthy?
Source: FDD 2025 · Item 20
Unit growth
Item 20 · unit dynamics
The Growth Chart
- Total units
- 68
- Opened
- 1
- Last reporting year
- Closed
- 18
- Terminated
- 18
- Franchisor ended the franchise (per Item 20)
- Non-renewed
- 0
- Term expired, not renewed (per Item 20)
- Turnover rate
- 26.5%
- Company-owned
- 1
- Corporate units in the system
- % franchised
- 99%
- vs corporate-owned
- Net growth (3-yr)
- -31.6%
- Net unit change over 3 years
- 3-yr CAGR
- -31.6%
- Compounded over last 3 years
3-year detail · Item 20
- Transfers (3yr)
- 1
- Transfer rate
- 1.5%
- Owners selling to other franchisees
- Termination rate
- 19.1%
- Franchisor-initiated terminations
- Ceased ops
- 19.1%
- Units that stopped operating
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 20 · 27 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.
A system losing more than 10% of its units year-over-year is a red flag. Check whether closures are concentrated in specific regions.
SBA loan performance
Government records
SBA Loan Data
Aggregated from SBA 7(a) and 504 loan disclosures, public data unique to FranchiseVerdict.
- Total loans
- 10
- Loan volume
- $1.6M
- Median loan
- $125K
- 50th percentile
- Charge-off rate
- N/A
- no resolved loans yet — rate needs a terminal outcome
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
- 7
- Defaults
- 1
- Typical loan rate
- 7.0%
- avg rate to borrowers
- Franchised industry avg
- 10.2%
- n=86 loans
- Jobs supported
- 173
- 10.7 per loan
- Lender concentration
- 30%
- top lender's share
Borrower mix: 100% went to startups / new businesses, 0% to established operators
Franchise vs independent — in other accounting services, franchised businesses charge off at 10.2% vs 16.9% for independents — franchising is associated with 40% lower SBA default risk in this category.
Top lenders financing Supporting Strategies franchisees
Showing 3 of 7 lenders. The full breakdown — every lender, state distribution, interest rates & risk ratings — is in the SBA Lending Report below.
Explore lender portfolios on Bank Reports or regional data on State Reports.
Premium insight
SBA Lending Report
Deep-dive into Supporting Strategies'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 9 states
- Startup risk premium and job creation velocity
- 5-year lending trend
Instant access. No subscription.
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
68-unit bookkeeping franchisor with no litigation (only a 2019 Washington non-poaching Assurance of Discontinuance) and no bankruptcy or distress. Concerns are no Item 19 disclosure and a steep -31.6% net unit decline.
Litigation (Item 3)
On November 15, 2019, Supporting Strategies voluntarily entered into an Assurance of Discontinuance with the State of Washington regarding nonpoaching provisions in franchise agreements. Supporting Strategies agreed to no longer include or enforce nonpoaching provisions in any current and future franchise agreements in Washington, and amended all existing franchise agreements removing these provisions.
Bankruptcy (Item 4)
None disclosed
Audited financials (Item 21)
Yes · Citrin Cooperman & Company, LLP
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
- Restricted to system-approved products: Yes
Score breakdown · what drove the 43 / 100 verdict
- 01MEDnet_growth_pct -31.6% unit decline
- 02MEDitem19_disclosed=false
- 03MINOR1 regulatory AOD (non-poaching, resolved)
- 04MINORno bankruptcy/distress
Severity inferred from the FDD text · not a regulatory classification
What are you signing up for?
Ongoing fees run about 12.0% of sales (royalty + ad fund), before rent and labor.
Source: FDD 2025 · Items 11, 12, 17
FDD Items 12, 15, 17 · continued from Risk & Legal
Contract & Territory Detail
| Initial term | 10 years |
|---|---|
| Renewal term | 5 years |
| Allowed renewalsℹ | 1 |
| Territory type | Municipal location and geographic boundaries |
| Protected territory | Yes |
| Exclusive territoryℹ | Yes |
| Online sales rightsℹ | Restricted |
| Franchisor can compete | Yes |
| Hire a manager? | Allowed |
| Owner-operator | Required |
| Non-compete (years)ℹ | 2 years |
| Right of first refusalℹ | Yes |
| RoFR response window | 30 days |
| Transfer requires consent | Yes |
| Termination notice | 30 days |
| Mandatory arbitration | Yes |
| Arbitration location | county nearest our home office |
| Jury trial waiver | Yes |
| Governing law | Massachusetts |
| Litigation count | 1 |
View Item 3 litigation summary
On November 15, 2019, Supporting Strategies voluntarily entered into an Assurance of Discontinuance with the State of Washington regarding nonpoaching provisions in franchise agreements. Supporting Strategies agreed to no longer include or enforce nonpoaching provisions in any current and future franchise agreements in Washington, and amended all existing franchise agreements removing these provisions.
Items 10, 11
Training & Operations
- Classroom training
- 0 hrs
- On-the-job training
- 47 hrs
- Training location
- Off-site and On-site
- Ongoing training
- Required
- POS system
- QuickBooks
- Operating tech stack
Items 5 & 11
Franchisor Support
Technology: QuickBooks
Item 20 · call current owners
Franchisee Contacts
66 owners to call
Name · phone · city · state. Extracted from FDD Item 20
FDD download
SUPPORTING STRATEGIES · FDD (2025) PDF
Frequently asked questions
Frequently Asked Questions
How much does it cost to open a SUPPORTING STRATEGIES franchise?
The total investment to open a SUPPORTING STRATEGIES franchise ranges from $75K – $98K, with an initial franchise fee of $60K. This includes real estate, equipment, inventory, and working capital as disclosed in their Franchise Disclosure Document (FDD).
What do SUPPORTING STRATEGIES franchise owners earn?
SUPPORTING STRATEGIES 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 SUPPORTING STRATEGIES 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 SUPPORTING STRATEGIES FDD and qualifies whose outlets they describe.
What is SUPPORTING STRATEGIES's franchise failure rate?
SBA 7(a) loan charge-off data is not available for SUPPORTING STRATEGIES (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 SUPPORTING STRATEGIES franchise locations are there?
As of their most recent FDD filing, SUPPORTING STRATEGIES has 68 total units in the United States, including 67 franchised units and 1 company-owned units. 1 new units were opened in the latest reporting year.
Is SUPPORTING STRATEGIES a good franchise to buy?
FranchiseVerdict rates SUPPORTING STRATEGIES as a C-grade franchise with a verdict score of 43 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
Are you the franchisor?
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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.