EOS Franchise FDD, Costs & Fees (2024)

KEY FRANCHISE STATS

All you need to know about this franchise in a snapshot

Initial franchise fee
$5,000
Investment required
$61,000 - $150,000
Royalty fee
$1,195 to $1,495 per month

EOS Worldwide: Transforming Businesses with the Power of Simplicity

EOS Worldwide, established in 2008, is a franchise that offers a comprehensive business coaching system known as the Entrepreneurial Operating System® (EOS). Headquartered in Birmingham, Michigan, EOS Worldwide began franchising in 2021.

The franchise focuses on providing tools and methodologies to help small to medium-sized businesses streamline their operations, clarify their vision, and achieve their goals.

EOS Worldwide differentiates itself through its robust framework, which is designed to address common business challenges such as lack of control, inadequate profitability, and team dysfunction. The EOS model is used by over 275,000 companies in more than 179 countries, making it a globally recognized system.

Initial investment

Here's what you would need to invest if you were to start this franchise. These costs are provided by the franchisor in the Franchise Disclosure Document.

Type of Expenditure Amount
Initial Franchise Fee $5,000 - $5,000
Required Boot Camp Training $45,000 - $45,000
Additional Costs to attend Boot Camp Training and QCEs $1,000 - $10,000
Opening Inventory $1,500 - $3,200
Computer Technology Hardware $2,000 - $10,000
Initial Marketing $1,000 - $5,000
Insurance $1,500 - $4,000
Miscellaneous 1st Year Expenses $1,650 - $5,250
Accounting and Professional Fees $1,000 - $3,000
Monthly Membership Fees for First 6 Months $1,195 - $4,780
Additional Funds for First 6 Months of Operation $0 - $54,630
Total $60,845 - $149,860

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Number of units

2024
Franchised units

389

525

662

Company-owned units

0

0

0

Total units

389

525

662

Franchise Disclosure Document

Training 

The EOS Franchise provides a thorough and structured training program designed to equip franchisees with the skills and knowledge needed to become successful EOS Implementers®.

  1. Initial Boot Camp: Franchisees undergo a comprehensive Boot Camp where they learn the core EOS tools, methodologies, and facilitation techniques. This intensive training focuses on practical applications, enabling franchisees to implement the EOS system effectively with clients​ (EOS Worldwide).
  2. Ongoing Support and Coaching: EOS Franchise provides continuous support through access to personal business coaches, regular group coaching calls, and Quarterly Collaborative Exchanges (QCEs). These resources help franchisees refine their skills, stay updated on EOS practices, and learn from the broader EOS Implementer community​ (EOS Worldwide)​ (EOS Worldwide).
  3. Marketing and Business Development Training: Franchisees receive training in marketing and business development, which includes a marketing toolkit, a customer relationship management (CRM) system, and guidance on using the EOS business development process. This training is aimed at helping franchisees attract and retain clients, ensuring the growth of their coaching business

Territory Protection

The EOS franchise does not offer territory protection to its franchisees. Unlike many traditional franchises, EOS Implementers® are not restricted to specific geographical areas, allowing them to operate and serve clients virtually or in person anywhere they choose.

This model provides flexibility and the opportunity to work with businesses across various regions, expanding the potential client base beyond local boundaries​.

This lack of territory restrictions is designed to foster collaboration rather than competition among EOS Implementers®. Franchisees are encouraged to work together, share best practices, and even co-venture on larger projects, which contributes to a supportive and expansive community of EOS professionals.

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