About FORTUNE PRACTICE MANAGEMENT Franchise
Fortune Practice Management is a consulting franchise that works with dental practices to improve their business performance, patient experience, and profitability.
The brand has been franchising since 2005 and serves dentists and dental practice owners looking for expert guidance on practice growth, team leadership, and operational efficiency.
The franchise fee is calculated at $100 per dentist in the assigned territory.
FORTUNE PRACTICE MANAGEMENT Franchise Cost & Fees
Minimum Investment
$33K
Average Investment
$92K
Maximum Investment
$150K
| Fee Type | Amount | Notes |
|---|---|---|
| Initial Franchise Fee | $100 per dentist in your territory (ranging from $10,000 to $100,000) | One-time payment upon signing |
| Royalty Fee | 12% of Gross Receipts of preceding month of gross sales | Ongoing; paid monthly |
| Marketing/Ad Fund | 17% of the Royalty Fee is donated by FPM to a Marketing and Training Fund | National brand fund |
| Total Investment Range | $33,100 – $150,000 | Includes build-out, inventory, working capital |
The investment range of $33K–$150K reflects variability in build-out costs, store size, lease terms, and market. The combined royalty (12% of Gross Receipts of preceding month) and marketing fee (17% of the Royalty Fee is donated by FPM to a Marketing and Training Fund) are ongoing costs paid as a percentage of gross sales.
Investment Breakdown (Item 7)
| Item | Low | High |
|---|---|---|
| Initial Franchise Fee | $10,000 | $100,000 |
| Travel/Lodging | $4,000 | $10,000 |
| Real Estate | $0 | $0 |
| Furniture | $0 | $1,000 |
| Deposits | $0 | $200 |
| Telephone & Software | $0 | $500 |
| Audio/Video System | $0 | $2,000 |
| Licenses | $100 | $300 |
| Advertising & Marketing | $2,000 | $5,000 |
| Insurance | $600 | $3,000 |
| Seminar Facilities | $400 | $6,000 |
| Professional Fees | $1,000 | $2,000 |
| Additional Funds – first 3 months | $15,000 | $20,000 |
Additional Fees (Item 6)
| Fee Type | Amount |
|---|---|
| Transfer Fee | $4,000 |
| Renewal Fee | $2,000 |
| Audit Fee | Cost of audit estimated at $1000 to $2000 if there has been a deficiency of 2% or more, otherwise franchisor pays for the audit |
| Seminars, Products & Services | Cost of workbooks (depends on your copy service) |
| Practice Playbook | $59.00 to $95.00 per month/per client depending on the number of clients |
| Initial Training Programs (additional training) | $400 per month for nine months |
Training Program (Item 11)
| Detail | Information |
|---|---|
| Total Duration | Initial Training includes 1.5 days classroom, ongoing group phone conferences, foundational Training Camps, approximately 40 hours of online training, and weekly calls for 9 months. |
| Classroom Training | 60 hours |
| On-the-Job Training | Approximately 40 hours |
| Training Location | Bootcamp in Denver, CO; various locations for Training Camps; online via computer; web conference and individual calls for phone training. |
| Additional Training | New coaches require training at franchisee's expense ($400/month for nine months). Annual and virtual Semi-Annual Meetings are required for franchisees. |
Territory Rights (Item 12)
| Detail | Information |
|---|---|
| Territory Type | Protected |
| Exclusive Territory | Yes |
| Territory Size | 500 to 1000 dentists |
| Description | Franchisee receives a protected territory likely containing 500 to 1000 dentists. The franchisor will not locate another FPM Dental Franchise within this territory as long as the franchisee complies with terms. Franchisees must maintain minimum collections of $150 per dentist in their territory annually. |
Renewal, Termination & Transfer (Item 17)
| Detail | Information |
|---|---|
| Initial Term | 3 years |
| Renewal Term | additional 3-year terms |
| Renewal Fee | $2,000 |
| Renewal Conditions | Franchisee must provide notice, comply with conditions, sign a new agreement, and sign a General Release. |
| Transfer Fee | $4,000 |
| Transfer Conditions | Buyer must qualify, satisfy obligations, be trained, pay transfer fee, and sign a new agreement. |
| Termination for Cause | Franchisor can terminate if franchisee defaults on agreement provisions (e.g., abandonment, felony conviction, violation of law, multiple defaults, failure to meet Minimum Collections, confidentiality breach, impermissible transfer, unauthorized product use, false reports, etc.). |
| Non-Compete Period | During the term of the agreement and for 2 years thereafter |
| Non-Compete Details | Franchisee cannot directly or indirectly compete with FPM's business within 100 miles of the territory or another FPM franchisee's territory. After termination, no personal coaching of healthcare professionals or acting as owner/partner/advisor in a similar business within 100 miles of the territory for 2 years. Also, no advertising/marketing of competing products/services for 2 years. |
Operations & Supply (Items 8 & 15)
| Detail | Information |
|---|---|
| Owner-Operator Required | Yes |
| Participation Details | Franchisee must devote full time to the operation and cannot employ a manager without franchisor consent. If an Entity, a Franchise Liaison Officer (owner of record) must be approved and be the direct contact. |
| Required Suppliers | All proprietary products, supplies and materials required for the operation of the franchise must be printed according to Franchisor’s specifications. FPM will provide an online store for the purchase of materials. Franchisees must purchase stationery, business cards and other printed materials meeting FPM's specifications. |
| Supply Restrictions | The sale of unapproved products, unapproved services or the printing and utilization of supplies that are not approved by FPM is a breach of the Franchise Agreement. |
| Franchisor Revenue from Suppliers | Franchisor does not derive revenue from required printing or leases. Officers have an interest in Sequoia Private Client Group, which is recommended but not required. |
Financing (Item 10)
| Detail | Information |
|---|---|
| Financing Available | Yes |
| Description | FPM may finance one-half of the initial franchise fee via a Promissory Note. Currently, the interest rate on the Note is 5%. Franchisees are prohibited from using the franchised business as collateral. |
FORTUNE PRACTICE MANAGEMENT Franchise Earnings — Item 19
FORTUNE PRACTICE MANAGEMENT does not make an Item 19 financial performance representation in their FDD. This means they do not disclose revenue, profit, or earnings data for franchised locations. Before investing, ask the franchisor directly for franchisee contact information so you can speak with existing owners about their actual financial performance.
FORTUNE PRACTICE MANAGEMENT does not include an Item 19 financial performance representation in their FDD. Contact information for current and former franchisees is listed in Item 20 of the FDD.
FORTUNE PRACTICE MANAGEMENT Litigation & Risk Flags
Clean Litigation RecordFORTUNE PRACTICE MANAGEMENT has no pending litigation actions listed in their FDD. There is also no bankruptcy history disclosed.
Litigation and bankruptcy data is sourced from Items 3 and 4 of the FDD. Always verify current status directly from the most recent FDD.
FORTUNE PRACTICE MANAGEMENT System Growth
Total Units
65
Franchised
65
Company-Owned
0
FORTUNE PRACTICE MANAGEMENT currently operates 65 franchised locations and 0 company-owned units. Unit count data is sourced from Item 20 of the FDD.
Unit History (Item 20)
| Year | Opened | Closed | Total |
|---|---|---|---|
| 2019 | 4 | 2 | 65 |
| 2020 | 1 | 2 | 64 |
| 2021 | 2 | 1 | 65 |
Transfers: 4 | Closures: 5
State Registrations
Registered in 16 states: CA, CT, HI, IL, IN, MD, MI, MN, NY, ND, OR, RI, SD, VA, WA, WI
Franchisor Financials (Item 21)
Revenue
$3.2M
Net Income
$538K
Total Assets
$964K
Audited by BLOCK, GAUNCE, & ASSOCIATES for year ending December 31.
FORTUNE PRACTICE MANAGEMENT Franchise — FAQ
The total investment to open a FORTUNE PRACTICE MANAGEMENT franchise ranges from $33,100 to $150,000, per their Franchise Disclosure Document. This includes the initial franchise fee of $100 per dentist in your territory (ranging from $10,000 to $100,000). The investment covers build-out, inventory, equipment, signage, working capital, and other startup costs.
FORTUNE PRACTICE MANAGEMENT charges a royalty fee of 12% of Gross Receipts of preceding month of gross sales, plus a 17% of the Royalty Fee is donated by FPM to a Marketing and Training Fund contribution to the marketing/advertising fund. These fees are paid on an ongoing basis.
You can download the FORTUNE PRACTICE MANAGEMENT Franchise Disclosure Document free on this page. The FDD is a public document filed with state franchise registries. Always also request the current FDD directly from FORTUNE PRACTICE MANAGEMENT to ensure you have the most up-to-date version.
FORTUNE PRACTICE MANAGEMENT does not provide an Item 19 financial performance representation in their FDD, which means they do not disclose franchisee revenue or earnings data. Prospective investors should contact existing franchisees directly (listed in Item 20 of the FDD) to gather real-world financial performance information.
FORTUNE PRACTICE MANAGEMENT has been franchising since 2005. The FDD shows an investment range of $33,100-$150,000, a 12% of Gross Receipts of preceding month royalty, and no Item 19 earnings disclosure. There is no pending litigation. Review the full FDD and contact current franchisees listed in Item 20 before making any investment decision.
The franchise fee is $100 per dentist in your territory (ranging from $10,000 to $100,000) and the total investment ranges from $33,100 to $150,000 depending on location size and market. Contact the franchisor directly for current net worth and liquid capital requirements, territory availability, and application details.
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Data Source & Disclaimer: This website is for informational purposes only. It is not an offer to sell or buy a franchise. This profile is based on publicly available FDD data sourced from state franchise registry filings. All information is for research purposes only and does not constitute legal, financial, or investment advice. Data may be outdated or contain errors. Always obtain the current FDD directly from FORTUNE PRACTICE MANAGEMENT and consult a qualified franchise attorney before making any investment decision. FranchiseOverview.com is operated by Franchising Compliance, LLC and is not affiliated with FORTUNE PRACTICE MANAGEMENT or any of its subsidiaries. To report an inaccuracy: info@franchiseoverview.com