Skip to main content
✦Prime Rate:7.00%✦Fed Funds:3.75%✦5 Yr Treasury:4.78%↓✦10 Yr Treasury:4.98%↓✦30 Yr Treasury:5.32%↓✦30 Yr Mortgage:7.24%·Updated Oct 29, 2026✦Prime Rate:7.00%✦Fed Funds:3.75%✦5 Yr Treasury:4.78%↓✦10 Yr Treasury:4.98%↓✦30 Yr Treasury:5.32%↓✦30 Yr Mortgage:7.24%·Updated Oct 29, 2026
Rates
Succentrix Business Advisors

Succentrix Business Advisors

The total investment to open a Succentrix Business Advisors franchise ranges from $35,600 to $48,300. The initial franchise fee is $19,500. Ongoing royalties are 7%.

What is the Succentrix Business Advisors franchise?

Succentrix Business Advisors is an accounting business for companies. The estimated total initial investment is $35,600 to $48,300, and the initial franchise fee is $19,500.

The royalty is 7 percent of sales. The franchise agreement term is 15 years. Headquarters are in Athens, GA, and the brand was founded in 2014.

Loan Activity Score

49/100

SBA Default Rate

0.0%

Active Lenders

1

According to its Franchise Disclosure Document or public business records, Succentrix Business Advisors has 1 location, all owned by franchisees. Public SBA loan records show 1 lender made 1 loan to franchisees of Succentrix Business Advisors. PeerSense calculates Succentrix Business Advisors's score as 49 out of 100, using public SBA loan performance and recent lending activity.

Franchising since 2014 · 1 location

Investment

$35,600 to $48,300

Franchise Fee

$19,500

Total Units

1

1 franchised

Loan Activity Score
Low
49
SBA Lending
18
Lender Quality
9
Transparency
2
Reach
3
Momentum
17

Proprietary PeerSense metric

Fair
Capital Sources
1SBA lenders

Distinct lenders in public SBA records for Succentrix Business Advisors

1

Total SBA loans

$475K

Average loan size

Source: public SBA 7(a) and 504 loan records through December 31, 2025

Referral fee at closing

SBA Lending Activity for Succentrix Business Advisors

Loan Activity Score Breakdown

New or niche (1 to 2 loans)

Limited Data
49out of 100
Fair
Market Momentum17/35

Are lenders increasingly or decreasingly funding this brand? Growing trends score highest.

Loan Safety18/25

Blended default rate (recent + all time) compared to NAICS sector peers.

Lender Confidence9/15

Quality lenders actively backing this brand, with penalty for lender pullback.

Transparency2/15

FDD availability, Item 19 disclosure, and overall data completeness.

Footprint3/10

Geographic spread of SBA funded locations across states.

SBA Lending Performance

SBA Default Rate

0.0%

vs 9.9% peer avg

SBA Loans

1

Total Volume

$0.5M

Active Lenders

1

1 selective

States

1

vs. SBA Sector Average

+9.9%lower default rate

SBA loan default rate vs. all franchises in the same NAICS sector, not limited to direct competitors

Key Highlights

Low SBA default rate (0.0%)

Data Insights

Key performance metrics for Succentrix Business Advisors based on SBA lending data

SBA Default Rate

0.0%

9.9% below peer avg

SBA Loan Volume

1 loans

Across 1 lender

Lender Diversity

1 lender

Avg 1.0 loans per lender

Investment Tier

Low cost entry

$35,600 to $48,300 total

Succentrix Business Advisors: Deep SBA Data

Brand specific metrics derived directly from SBA 7(a) approval records: peak lending year, leading state, average loan size, and lender concentration. PeerSense computes these per brand so capital advisors and prospective franchisees can benchmark this opportunity against the rest of the franchise universe.

Peak SBA Year

2021

1 approval. The best year on record for Succentrix Business Advisors.

Top SBA State

Florida

1 SBA financed Succentrix Business Advisors locations, the densest operator footprint.

Average Loan Size

$475K

Median $475K. Use as a sizing anchor when modeling your own Succentrix Business Advisors unit.

Lender Concentration

100%

Concentrated

Share of Succentrix Business Advisors approvals captured by the top 3 SBA lenders.

Succentrix Business Advisors's SBA lending pipeline peaked in 2021 (1 approval). The last five fiscal years account for 100% of cumulative volume ($475K approved). Operator density is highest in Florida with 1 SBA financed locations. Average funded ticket sits at $475K, with the median at $475K. Lender mix is concentrated: the top three SBA lenders account for 100% of approvals. Credit decisions concentrate with a small group of incumbents.

Payment Estimator

Loan Amount$28K
Interest Rate9.5%
Term (Years)10 yr

Estimated Monthly Payment

$369

Principal & Interest only

Indicative only, as of October 1, 2026. Not a quote, commitment or offer of credit. Final pricing, leverage and terms are determined by the lender at underwriting, after full transaction materials are reviewed. PeerSense sources the file. The lender sets pricing. What these terms mean.

Locations

Succentrix Business Advisors, unit breakdown

Total Units
N/A
Franchisee Owned
n/a
System Owned
n/a
Closed
n/a

Explore Funding for Succentrix Business Advisors

Our business financing consultants help connect you with the right lending partners. Referral fee paid at closing.

Optional: checking the consent box lets us call or text you about your funding. You can still submit without it.

Referral fee at closing

Or get an instant analysis

Scan Your Deal Instantly
Succentrix Business Advisors

Page Review

Reviewed by Edward L. Freeman, Founder and Managing Director, PeerSense

  • PeerSense is a capital advisory firm that places commercial financing with direct capital sources; the capital source sets final terms.
  • Edward L. Freeman founded PeerSense in January 2020.
  • He is a Registered Franchise Consultant with Business Alliance, Inc., a credential issued in March 2022, and worked as a franchise consultant there from March 2022 to May 2023.
  • His recorded experience includes a $22 million SBA construction loan, with about $16 million funded on the deal.
  • In the 12 months through September 30, 2026, PeerSense tracked 912 publicly announced financings with a disclosed size of $361.32 billion. PeerSense Capital Data Report · Methodology page

Last reviewed LinkedIn profileAbout Edward Freeman

This is not a franchise offering and does not constitute financial, investment, or legal advice. Data is sourced from Franchise Disclosure Documents (FDDs), public filings, and third party sources and may contain inaccuracies. The figures reflect the FDD on file for the year shown and may have been superseded or extracted with errors. PeerSense is not a financial advisor, attorney, or accountant. Always consult the brand's current FDD and seek professional guidance from a qualified attorney, accountant, or financial advisor before making any franchise investment decision. See full Terms & Conditions.