The Paterson Center Franchise Cost, Revenue & Review 2026
- Investment
- $20K – $107K
- Disclosed sales
- not disclosed
- SBA charge-off
- Not SBA-matched
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. This franchisor makes no financial performance representation in Item 19 of its FDD. Item 19 is voluntary under the FTC Franchise Rule, and this filing states that it makes none, so no revenue or earnings figures are disclosed. Declining to publish one is lawful and is not evidence of how the outlets perform. It does mean that less about this brand can be verified from its filing, and the FranchiseVerdict grade - an editorial assessment, not investment advice - reflects that. FranchiseVerdict grade: A (Strongest tier), an editorial assessment, not investment advice. Run a live ROI scan →
Sources, dates and evidence
FDD issued: 2025 filing · Data extracted: · Last cited check: · Staleness risk: medium - a newer filing may exist
Evidence: strong✓ Investment (Item 7)✓ Item 19 status✓ Units and owners (Item 20)✗ SBA loan coverage✓ Litigation (Item 3)✓ Financial statements (Item 21)✓ Franchisor identityhow this is scored3 of 3 headline figures on this page cite a page of the filing.
Overview
- Investment
- $20K – $107K
- 1st pct Education
- Avg gross sales
- N/A
- Royalty
- Not extracted
- Units
- 98
- 64th pct Education
- SBA charge-off
- N/A
Quick verdict · Education · color = vs category peers
Green = favorable by >10% vs Education median · 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.
- RETURNSThis franchisor makes no financial performance representation in Item 19 of its FDD. Item 19 is voluntary under the FTC Franchise Rule, and this filing states that it makes none, so no revenue or earnings figures are disclosed. Declining to publish one is lawful and is not evidence of how the outlets perform. It does mean that less about this brand can be verified from its filing, and the FranchiseVerdict grade - an editorial assessment, not investment advice - reflects that.
- RISKVerdict A (Strongest tier), verdict score 70/100 (higher is better).
- GROWTHPositive: net +16 franchised outlets in the latest year (20 opened, 0 closed) (Item 20).
- DATAThis franchisor makes no financial performance representation in Item 19 of its FDD. Item 19 is voluntary under the FTC Franchise Rule, and this filing states that it makes none, so no revenue or earnings figures are disclosed. Declining to publish one is lawful and is not evidence of how the outlets perform. It does mean that less about this brand can be verified from its filing, and the FranchiseVerdict grade - an editorial assessment, not investment advice - reflects that. Item 20 of the FDD lists current and former franchisees; asking them directly is the standard way to fill this gap.
Item 1 · who you're contracting with
The Franchisor
Corporate structure & franchisor financials
- Legal entity
- The Paterson Center, LLC
- Parent company
- Paterson Holdings, LLC
- FDD Item 1, page 11 of the 2025 FDD
- CEO title
- CEO and Partner
- Jason Baker
- Incorporated in
- Delaware
- HQ
- PO Box 5386, Mooresville, NC 28117
- Auditor
- DJJCPA, LLC
- Audited financials
- Franchisor revenue
- $509K
- vs $242K 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 67% 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 |
|---|---|
| Royalty (flat) | Annual Membership Fee (non-royalty, flat fee based on IP license type): $6,000 for LifePlan, $12,000 for StratOp, or $18,000 for both, due annually or quarterly |
| Renewal fee | $6K |
ROI & LBO modelsSingle-unit · 25-unit portfolio · editable
The Paterson Center makes no financial performance representation in Item 19 of its FDD - a voluntary item under the FTC Franchise Rule - so no unit revenue figures are disclosed. The return models need a revenue figure to start from, and the operating costs that turn gross sales into a profit are in no FDD. Enter your own and the calculator runs on your assumptions — nothing here is modelled until you do.
Returns model · single-unit ROIC
What would one The Paterson Center unit return on the cash you put in?
Illustrative category typicals — not sourced to any filing, survey or sample. Replace them with figures from franchisee validation calls before you rely on the output.
Unlevered ROIC · per unit
Your modelled return on total invested capital, before any debt financing.
—
An FDD discloses gross sales, not profit. We hold no sourced figure for annual revenue, royalty rate, ad fund rate, COGS, labour, rent / occupancy and other operating costs, and will not substitute an assumed one. Enter your own and the model runs on your assumptions.
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
No financial performance representation
This franchisor makes no financial performance representation in Item 19 of its FDD. Item 19 is voluntary under the FTC Franchise Rule, and this filing states that it makes none, so no revenue or earnings figures are disclosed. Declining to publish one is lawful and is not evidence of how the outlets perform. It does mean that less about this brand can be verified from its filing, and the FranchiseVerdict grade - an editorial assessment, not investment advice - reflects that.
Item 20 of the FDD lists current and former franchisees; asking them directly is the standard way to fill this gap.
Operator outlook
What the numbers say
Data-driven interpretation of this brand's financial disclosures, fee structure, and system trajectory.
Disclosure
This franchisor makes no financial performance representation in Item 19 of its FDD. Item 19 is voluntary under the FTC Franchise Rule, and this filing states that it makes none, so no revenue or earnings figures are disclosed. Declining to publish one is lawful and is not evidence of how the outlets perform. It does mean that less about this brand can be verified from its filing, and the FranchiseVerdict grade - an editorial assessment, not investment advice - reflects that. Item 20 of the FDD lists current and former franchisees; asking them directly is the standard way to fill this gap.
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 medians
How The Paterson Center Compares
Category median of published Education brands that report the figure; the middle half spans the 25th to 75th percentile and n counts the brands behind it. Medians are used because a few very large systems pull an average far from the typical brand. Revenue is disclosed gross sales, not profit.
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
- N/A
- 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
Last fiscal year · Item 20 exits and transfers
- Transferred
- 0
- Signed, not yet open
- 0
- 0.00 per open outlet · Item 20 Table 5
- Projected new
- 11
- Franchisor's next-year forecast
- 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)
Where the owners are · Item 20 owner list
2 current owners across 1 state.
- CO 2
Counts only, from the list the franchisor prints in Item 20. Names and phone numbers are for your own due diligence and are not shown here.
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)
Subject: the franchisor is a named party (defendant).
Affiliate Paterson Holdings, LLC signed a Consent Order (effective July 29, 2024) with Washington State's Securities Division after the Division alleged Holdings offered franchise-like agreements to two Washington persons in 2021 without registering as a franchise or providing an FDD, violating RCW 19.100.020 and 19.100.080. Holdings neither admitted nor denied findings, agreed to cease and desist and paid $750 in investigative costs.
Bankruptcy (Item 4)
None disclosed
Audited financials (Item 21)
Yes · DJJCPA, LLC
Franchisor revenue (Item 21)
Franchisor entity revenue (not unit-level)
Franchisor revenue consists of Franchise Fees, Training Fees, and Other Service Fees
Supplier relationship · Items 8 & 16
- Franchisor sells you products: Yes
- Kickbacks from required suppliers: No
- Must buy proprietary products: No
- Restricted to system-approved products: No
Score breakdown · what drove the 70 / 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 |
| Exclusive territoryℹ | No |
| Online sales rights | Granted |
| Franchisor can compete | Yes |
| Hire a manager? | Allowed |
| Owner-operator | Required |
| Right of first refusalℹ | No |
| Transfer requires consent | Yes |
| Termination notice | 30 days |
| Termination groundsℹ | 2 |
| Curable defaultsℹ | 3 |
| Mandatory arbitration | Yes |
| Arbitration location | State and county where franchisor is headquartered at time dispute arises (currently Iredell County, North Carolina) |
| Jury trial waiver | Yes |
| Governing law | Delaware |
| Litigation count | 1 |
View Item 3 litigation summary
Affiliate Paterson Holdings, LLC signed a Consent Order (effective July 29, 2024) with Washington State's Securities Division after the Division alleged Holdings offered franchise-like agreements to two Washington persons in 2021 without registering as a franchise or providing an FDD, violating RCW 19.100.020 and 19.100.080. Holdings neither admitted nor denied findings, agreed to cease and desist and paid $750 in investigative costs.
Items 10, 11
Training & Operations
- Classroom training
- 120 hrs
- On-the-job training
- 113 hrs
- Training location
- On-site and off-site
- Ongoing training
- Required
- Franchisor financing
- Not offered
- Item 10
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
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 makes no financial performance representation in Item 19 of its FDD - a voluntary item under the FTC Franchise Rule - so no unit revenue figures are disclosed. Declining to publish one is lawful and is not evidence of how the outlets perform. It does mean that less about this brand can be verified from its filing, and the FranchiseVerdict grade - an editorial assessment, not investment advice - reflects that. Item 20 of the FDD lists current and former franchisees; asking them directly is the standard way to fill this gap.
Who owns The Paterson Center?
The Paterson Center is franchised by The Paterson Center, LLC. Its parent company is Paterson Holdings, LLC. Source: FDD Item 1, 2025 filing.
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 70 out of 100 (higher is better). The grade is a deterministic score built from six weighted dimensions — financial health, unit economics, unit growth, scale, legal, and transparency — then calibrated against SBA loan charge-off rates and FDD age. Transparency is one of the six, so a filing that discloses less scores lower on that dimension than one that discloses more. 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.