Exit Factor

Exit Factor

Franzy VerifiedInformation based on 2026 FDD

Business Services · Coaching & Consulting

Investment min
$63.5K
Total: $63.5K–$89.6K
Avg gross revenue
N/A
Unit-level, 2026
Franchise fee
$39.5K
Veteran discount available
Royalty
8%
of gross revenue
Locations
88
Franchising since 2023

Description

What is Exit Factor?

Business exit planning consulting focused on valuation enhancement and succession strategy for owners

Exit Factor represents an innovative force in the business coaching and consulting sector, specializing in helping entrepreneurs navigate the complex journey of business exit planning and succession strategies. As a relatively new franchise concept launched in 2022, Exit Factor has quickly established itself as a valuable resource for business owners looking to maximize their company's value and plan for their future transitions.

The franchise's consultants work closely with business owners to develop comprehensive exit strategies, enhance business operations, and implement value-building initiatives. Their unique approach combines strategic planning, financial optimization, and operational excellence to help clients achieve their long-term goals and secure their business legacy.

What sets Exit Factor apart is their systematic methodology that addresses every aspect of business exit planning, from valuation enhancement to succession planning and wealth management strategies. Their consultants are equipped with proprietary tools and resources that enable them to deliver measurable results for clients across various industries.

As a franchise opportunity, Exit Factor offers entrepreneurs the chance to build a sophisticated consulting practice while making a significant impact in their local business community. Franchisees benefit from comprehensive training programs, ongoing support, and a proven business model that leverages the growing demand for exit planning services among baby boomers and established business owners.

The franchise's rapid growth and expansion since its founding demonstrates the strong market demand for professional exit planning services. For entrepreneurs seeking a meaningful business opportunity in the consulting sector, Exit Factor provides a platform to build a rewarding career while helping other business owners achieve their exit goals.
  • Business exit planning
  • Succession strategy focus
  • Baby boomer transitions
  • Lower-middle-market specialists
  • M&A background owners
  • Retirement transition support

Location Analysis

Where Exit Factor wins

As a home- or office-based B2B advisory model, units follow advisor placement rather than retail siting, so density tracks metro business counts. Affiliation with sister brand Transworld Business Advisors under United Franchise Group encourages placement in markets where business-brokerage activity already exists. Territories are oriented around concentrations of privately held small and lower-middle-market companies rather than consumer foot traffic. Viability depends on the density of established privately held businesses in the territory rather than residential population. Markets with a healthy base of profitable, sellable small businesses are the relevant measure. Client work is advisory and consultative, delivered in person and remotely, relying on professional referral networks including brokers, accountants, and attorneys. Prospective franchisees should validate the local concentration of privately held businesses and the strength of existing referral channels.
Total Locations
92
Franchise units
88
Corporate locations
4
Avg. sq. footage
Territory check

Is your territory available?

We'll take you through a few quick questions, then Exit Factor confirms availability directly.

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Availability

Financial Analysis

The numbers behind Exit Factor

Avg gross revenueN/A
Investment range$63,514 – $89,555
Investment midpoint$76,535
Brand fund2%
Royalty8%
Franchise fee$39,500
Min. net worth$150,000
Min. liquid capital$100,000

Veteran discount available

Exit Factor participates in a veteran discount program on the franchise fee. Ask your Franzy advisor or the brand for current eligibility and terms.

Exit Factor was founded in 2018 and has grown to 88 units. The initial investment ranges from $63,514 to $89,555, with a franchise fee of $39,500. The franchise fee represents a significant portion of the total capital requirement, reflecting the advisory and consulting nature of the model. The home-based or small-office format eliminates retail buildout costs, concentrating capital on training, systems, and market entry. As a B2B advisory service focused on business exit planning and valuation improvement, the model depends on the franchisee's ability to build referral networks and access privately held businesses. Revenue generation relies on consultative engagements rather than transactional volume or consumer traffic.
Did you know? Exit Factor operates in the business services sector, specializing in coaching and consulting. The initial investment ranges from $63,514 to $89,555. The franchise fee is $39,500. Founded in 2018, the brand has expanded to 88 units, focusing on exit planning and valuation advisory for privately held businesses.

Financing partners

Vetted partners, tailored to franchisees

Your Franzy advisor can connect you with these partners later in the process — competitive rates, specialized in franchise financing.

FranFund

Lender

CRF USA

Nonprofit SBA lender; provides financing for franchise acquisitions, startups, and expansion.

Lender

First Bank of the Lake

Lender

Pension Pros

Lender

The model

How Exit Factor works

01
Ownership
Part-Time (Executive)

Owner stays in an executive role — sets strategy, hires a manager, and oversees crews. Typically 5–20 hr/wk after ramp; many keep their day job.

Full-Time

Owner runs the business as their primary job — leads the team day-to-day on the ground, 40+ hr/wk.

02
Revenue
Recurring revenueTransaction-basedBig-ticket salesService-basedProduct sales (retail)Hybrid model
03
Customer
B2B

Sells to businesses, contractors, or property owners.

B2C

Sells directly to consumers and homeowners.

Mixed

Serves both businesses and consumers.

FDD Item 7

Initial investment range

$63.5K–$89.6K
Most common
$63,514
Minimum
$76,535
Midpoint
$89,555
Maximum

The investment range midpoint (from range reported on Item 7) is $76,535 and financing can reduce cash-at-close by 80–90%.

FDD Item 19

Average gross sales

Avg
$70.2K
YOY change (2025 -> 2026)
—

According to Item 19 of the Franchise Disclosure Document, Exit Factor has average gross revenue data in our records. (Note: This information is based on the latest FDD in our records. Please review the Franchise Disclosure Document (FDD) and confirm this information directly with the brand. We make no claims of accuracy for the information presented.)

Over time

Franchise footprint

+69% YoY
88 units open as of 2026 FDD+36 in last 12 mo

2026 Franchise Disclosure

FDD documents

Below are items 2, 3, 4, 7, 11 and 19 for Exit Factor's 2026 FDD. The complete FDD is delivered to you directly by the franchisor, per the FTC Franchise Rule.

Estimated initial investment
FDD Item 7 · PDF
Financial performance representations
FDD Item 19 · PDF
Members-only items
Executive team
FDD Item 2 · PDF
Litigation
FDD Item 3 · PDF
Bankruptcy
FDD Item 4 · PDF
Franchisor assistance
FDD Item 11 · PDF
Members only
Unlock the 2026 FDD

Connect to download Items 2, 3, 4, and 11 — direct from the franchisor.

Buyer FAQs

Frequently asked questions

The initial investment for a Exit Factor franchise typically ranges between $63,514.00 and $89,555.00. This includes the franchise fee, equipment, real estate, and other startup costs. To get a detailed breakdown and better understand the financial requirements, we recommend scheduling a call with the Franzy team. We'll walk you through the specifics and answer any questions you might have. For more detailed information, refer to the financial sections of the FDD.

Disclaimer. The information provided on this page is based on the latest Franchise Disclosure Document (FDD) we have on record, which was issued in 2026. This information is for informational purposes only and is not intended to constitute legal, financial, or business advice. We make no guarantees or claims regarding the completeness or accuracy. Only the franchisor can confirm that the information is complete and accurate and we recommend consulting the franchisor directly for the most recent FDD and regarding any questions that you may have about the information provided.

Exit Factor
Exit Factor
N/A avg revenue · 88+ US franchises