The Paterson Center Franchise Cost, Revenue & Review 2026
Data from FDD filing
Analysis by FranchiseVerdict Research · Methodology
The Paterson Center is a B2B franchise whose consultants facilitate strategic-planning and life-planning processes, such as LifePlan and StratOp, for leaders and organizations. Franchisees run a facilitation-and-coaching practice serving business and individual clients.
FranchiseVerdict summary · 2026
A The Paterson Center franchise requires a total initial investment of $20K – $107K, including a $15K – $38K franchise fee. The 2025 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 2025 FDD issuance
Overview
- Investment
- $20K – $107K
- 1st pct Education
- Avg gross sales
- N/A
- Royalty
- N/A
- Units
- 98
- 64th pct Education
- SBA charge-off
- N/A
Quick verdict · Education · color = vs category peers
Green = favorable by >10% vs Education 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 $20K – $107K including a $15K franchise fee.
- RETURNSNo Item 19 financial performance data disclosed. The franchisor chose not to publish revenue figures.
- RISKVerdict A (Strongest tier), verdict score 68/100 (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
- The Paterson Center, LLC
- Parent company
- Paterson Holdings, LLC
- CEO title
- CEO and Partner
- Jason Baker
- Incorporated in
- Delaware
- HQ
- PO Box 5386, Mooresville, NC 28117
- Auditor
- DJJCPA, LLC
- Audited financials
- Franchisor revenue
- $242K
- vs $509K prior year
Independent franchisee associations
- Independent Franchisee Association
Franchisee-led councils or alliances disclosed in Item 20. Indicates operator voice.
Affiliated brands
- is The Paterson Group
- has owned and operated businesses similar to the type you will be operating s
- The Paterson Group
Other brands the franchisor or its parent operates (Item 1).
Overview
About
- CEO
- Jason Baker
- Headquarters
- NC
- Founded
- 2023
- FDD year
- 2025
- States available
- 30
Can you afford it, and what does the money buy?
Entry cost runs 90% below the typical education franchise.
Source: FDD 2025 · Items 5–7
Full Item 7 breakdown7 line items
Initial investment breakdown
| Line item | Low | High | |
|---|---|---|---|
| Initial Franchise Feenot refundable | $15K | $38K | |
| Additional Costs to Attend Trainingnot refundable | $500 | $2K | |
| Computer Technology and Hardwarenot refundable | $500 | $2K | |
| Insurancenot refundable | $2K | $3K | |
| Miscellaneous 1st Year Expensesnot refundable | $2K | $5K | |
| Accounting and Professional Feesnot refundable | $1K | $3K | |
| Additional Funds for First 6 Months of Operationnot refundable | $0 | $55K | |
| Total initial investment | $20K | $107K |
Line items extracted from FDD Item 7. Ranges reflect the franchisor's stated low and high per line. Total is the sum of line-item lows / highs — actual costs may fall outside this range depending on market and build-out scope.
Item 7 · what it costs to open + operate
The Vitals
- Total investment
- $20K – $107K
- Top 40% of category vs category
- Liquid capital req'd
- $0 – $55K
- Top 40% of category vs category
- Franchise fee
- $15K – $38K
- Top 40% of category vs category
- Royalty
- None during current term
- Ad fund
- Not currently assessed
Ongoing fees · Item 6
| Fee | Amount |
|---|---|
| Renewal fee | $6K |
ROI & LBO modelsSingle-unit · 25-unit portfolio · editable
The Paterson Center 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 The Paterson Center unit return on the cash you put in?
Unlevered ROIC · per unit
Estimated return on your total franchise investment, before any debt financing.
116%
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.
Disclosure
Franchisor chose not to disclose financial performance representations. You will need to gather unit economics directly from existing franchisees.
Operator retention
Net unit growth of +22.2% over 3 years (20 opened, 0 closed).
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 Education averages
How The Paterson Center Compares
Is the system healthy?
Source: FDD 2025 · Item 20
Unit growth
Item 20 · unit dynamics
The Growth Chart
- Total units
- 98
- Opened
- 20
- Last reporting year
- Closed
- 0
- Turnover rate
- 0.0%
- Company-owned
- 10
- Corporate units in the system
- % franchised
- 90%
- vs corporate-owned
- Net growth (3-yr)
- +22.2%
- Net unit change over 3 years
3-year detail · Item 20
- Opened (3yr)
- 16
- Closed (3yr)
- 0
- Terminated (3yr)
- 0
- Non-renewed (3yr)
- 0
- Transfers (3yr)
- 0
- Reacquired (3yr)
- 72
- Franchisor bought back
- Ceased ops
- 88.9%
- Units that stopped operating
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 12 · 30 states reported
The Territory Map
FDD Item 12 reports the state count, but the specific list isn't in our current data. The map will appear once we re-extract from the FDD or enough franchisee contacts are available.
30
states with franchisees (per FDD Item 12)
Fast growth in a small system. Newer franchisors expanding quickly may not yet have the support infrastructure of larger systems.
SBA loan performance
Government records
SBA Loan Data
Aggregated from SBA 7(a) and 504 loan disclosures, public data unique to FranchiseVerdict.
No SBA loan data available for this brand.
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
Single regulatory matter: an affiliate signed a WA Securities Division consent order (2024) over unregistered franchise-like offers. Franchisor itself is sound: positive equity $455,399, net income $14,351, 98 units, audited. Regulatory consent order plus no Item 19 are the concerns.
Litigation (Item 3)
0 case reference(s): 0 pending, 0 settled.
Largest disclosed settlement: $750
Bankruptcy (Item 4)
None disclosed
Audited financials (Item 21)
Yes · DJJCPA, LLC
Franchisor revenue (Item 21)
Franchisor entity revenue (not unit-level)
Supplier relationship · Items 8 & 16
- Franchisor sells you products: Yes
- Must buy proprietary products: No
- Restricted to system-approved products: No
Score breakdown · what drove the 68 / 100 verdict
- 01MINORAffiliate WA consent order (unregistered offers, 2024)
- 02MINORNo Item 19 disclosure
- 03MINORPositive equity $455,399, 98 units, audited
Severity inferred from the FDD text · not a regulatory classification
What are you signing up for?
Source: FDD 2025 · Items 11, 12, 17
FDD Items 12, 15, 17 · continued from Risk & Legal
Contract & Territory Detail
| Initial term | 3 years |
|---|---|
| Renewal term | 3 years |
| Protected territory | No |
| Online sales rights | Granted |
| Franchisor can compete | Yes |
| Hire a manager? | Allowed |
| Owner-operator | Required |
| Right of first refusalℹ | No |
| Termination notice | 30 days |
| Termination groundsℹ | 2 |
| Curable defaultsℹ | 3 |
| Mandatory arbitration | Yes |
| Jury trial waiver | Yes |
| Governing law | Delaware |
| Litigation count | 1 |
View Item 3 litigation summary
0 case reference(s): 0 pending, 0 settled.
Items 10, 11
Training & Operations
- Classroom training
- 120 hrs
- On-the-job training
- 113 hrs
- Training location
- On-site and off-site
Items 5 & 11
Franchisor Support
Item 20 · call current owners
Franchisee Contacts
2 owners to call
Name · phone · city · state. Extracted from FDD Item 20
FDD download
The Paterson Center · FDD (2025) PDF
Frequently asked questions
Frequently Asked Questions
How much does it cost to open a The Paterson Center franchise?
The total investment to open a The Paterson Center franchise ranges from $20K – $107K, with an initial franchise fee of $15K. This includes real estate, equipment, inventory, and working capital as disclosed in their Franchise Disclosure Document (FDD).
What do The Paterson Center franchise owners earn?
The Paterson Center 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 The Paterson Center 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 The Paterson Center FDD and qualifies whose outlets they describe.
What is The Paterson Center's franchise failure rate?
SBA 7(a) loan charge-off data is not available for The Paterson Center (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 The Paterson Center franchise locations are there?
As of their most recent FDD filing, The Paterson Center has 98 total units in the United States, including 88 franchised units and 10 company-owned units. 20 new units were opened in the latest reporting year.
Is The Paterson Center a good franchise to buy?
FranchiseVerdict rates The Paterson Center as a A-grade franchise with a verdict score of 68 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?
If you represent The Paterson Center, you can request corrections or provide updated information.
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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.