For consultation call (414) 885-4587
For consultation call (414) 885-4587
The SFC Estate Coaching franchise owner shares our philosophy and is passionate about providing critical estate planning services to individuals and organizations. We seek financially qualified candidates who are inspired by our mission and want to join us as we continue to grow and set the pace for the industry.
Franchise owners and their managers will spend at least four days engaged in comprehensive, in-person and remote training on the SFC Estate Coaching franchise model, both in the classroom and on the job. When it’s time for your Grand Opening, our franchise team will be available to make sure you are calm, confident, and excited when you open your doors. Owners will have access to the SFC Estate Coaching Confidential Operations Manual for daily operations. Our team is available to assist you when you need us. We are always just a call or click away.
The estimated initial investment necessary to start an estate planning franchise with us ranges from $41,450 to $51,450. This includes $25,000 that must be paid to the franchisor. As with any new venture, it’s important to have adequate capital to fund the initial business growth stages.
We do not provide direct financing to franchise owners, but we may refer to financing sources on a case-by-case basis.
We collect a royalty fee equal to 5% of gross revenues. Fees such as these allow us to fund our ongoing SFC Estate Coaching support services and the continued development of programs, marketing tools, training programs, recipes, and systems upgrades. For a full list of fees and requirements, please refer to our Franchise Disclosure Document (FDD).
The initial term of your agreement is 5 years, with two subsequent successor agreement options of five years each.
If you’re interested in learning more about the SFC Estate Coaching franchise opportunity, contact us at (414) 885-4587 or franchising@sfcestatecoaching.com. Let’s discuss setting up a meeting, speaking with our management staff, and receiving our FDD, for all the important details you’ll need to make an informed decision.