Established
2014
Franchise Units
100
Minimum Investment
$50,000
Franchise Fee
$40,000
Total Investment Range
$100,000
Home Based
No
Description
Succentrix Business Advisors is a nationally recognized business brokerage and advisory franchise that operates at the intersection of entrepreneurship, mergers and acquisitions, and strategic consulting. Built for professionals who want to own a high-value, service-based business with strong margins and low overhead, Succentrix empowers franchisees to guide business owners through some of the most important decisions of their lives—buying, selling, exiting, or scaling a business.
Positioned as more than a traditional business brokerage, Succentrix blends business valuation, exit planning, M&A advisory, growth consulting, and franchise consulting into a single, integrated platform. This multi-service approach allows franchisees to generate revenue across the full business lifecycle rather than relying on one-time transactions alone. The brand serves small and mid-sized business owners across a wide range of industries, including professional services, retail, healthcare, manufacturing, technology, and hospitality.
Why Invest in This Franchise?
Investing in a Succentrix Business Advisors franchise offers a rare opportunity to own a professional services firm with national backing, without the complexity of managing inventory, staffing large teams, or operating a physical retail location.
Key reasons investors are drawn to this franchise include:
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High-margin advisory and consulting model
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Multiple recurring and transaction-based revenue streams
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Low overhead and flexible operating structure
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Strong and growing demand for exit planning and business advisory services
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National brand positioning with local market flexibility
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Scalable model with potential to build multi-advisor teams
Background
Established Year: 2014
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Industry Category: Business Brokerage, M&A Advisory, Business Consulting & Exit Planning
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Franchise Active Units: 100+ locations across the United States
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Founders: Established by experienced business brokers and advisors with backgrounds in mergers & acquisitions, valuation, and strategic consulting
Brand Journey & Company History
Succentrix Business Advisors was created to address a major gap in the traditional business brokerage space. Many business owners lacked access to comprehensive advisory support before, during, and after a business sale. Succentrix introduced a holistic advisory model that integrates exit planning, valuation, and growth strategy alongside brokerage services.
Since its launch, the brand has expanded rapidly across key U.S. markets, attracting former executives, consultants, CPAs, franchise professionals, and entrepreneurs. Today, Succentrix operates as a collaborative national network where advisors share best practices, insights, and referral opportunities while maintaining strong local market presence.
Market Presence in the USA
The franchise has established a strong footprint in metropolitan and secondary markets throughout the United States, allowing franchisees to serve both local and multi-state clients with centralized systems and national support.
Support Training
Succentrix provides a robust and structured support ecosystem designed to help franchisees launch smoothly and scale their advisory practices with confidence.
Pre-Launch Support
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Franchise onboarding and business setup assistance
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Territory planning and market positioning
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Professional structuring and compliance guidance
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Technology systems and CRM access
Initial & Academic Training
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Comprehensive training on business brokerage and advisory services
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Business valuation and exit planning methodologies
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Sales, negotiation, and deal-structuring frameworks
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Case studies and real-world transaction scenarios
Ongoing Operational Support
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Dedicated franchise support and coaching
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Ongoing training, mastermind groups, and advisor collaboration
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Access to valuation tools, templates, and advisory frameworks
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Continuous education to stay aligned with market trends
Marketing & Brand Support
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National brand credibility and positioning
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Professionally developed marketing and client-facing materials
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Lead-generation strategies and referral systems
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National conferences and networking events
Ideal Candidate
This franchise is best suited for professionals seeking a consultative, relationship-driven business rather than a transactional or operational franchise.
Ideal Candidates Typically Have:
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Experience in business ownership, consulting, finance, sales, or executive leadership
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Strong interpersonal, communication, and analytical skills
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Comfort working with financial data and strategic planning concepts
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Desire to act as a trusted advisor to business owners
Entrepreneurial Mindset & Passion
Successful franchisees are motivated by helping entrepreneurs grow, transition, or exit their businesses successfully. They enjoy problem-solving, strategic thinking, and building long-term professional relationships.
Investment Capability & Location Preference
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Ability to invest in a professional services franchise
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Interest in serving local businesses while leveraging a national platform
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Suitable for urban, suburban, and secondary U.S. markets
Financial Detail
| Financial Parameter | Details |
|---|---|
| Established Year | 2014 |
| Industry Category | Business Brokerage, M&A Advisory, Business Consulting |
| Franchise Active Units | 100+ |
| Franchise Units Available | Available across multiple U.S. territories |
| Total Investment Required | $50,000 – $100,000 |
| Minimum Investment | Approx. $50,000 |
| Franchise Fee | $40,000 – $50,000 |
| Infrastructure Cost | Low (home office or small professional office setup) |
| Initial Marketing Budget | Moderate, focused on local outreach and lead generation |
| Working Capital Requirement | 3–6 months recommended |
| Royalty Fees | Ongoing royalty based on gross revenue |
| Marketing Fees | Contribution toward national brand and system support |
| Revenue Streams | Business brokerage commissions, exit planning fees, valuations, advisory retainers, franchise consulting |
| Expected ROI | High potential for active owner-operators |
| Break-Even Period | Typically 12–24 months |
| Business Model Type | Service-based, professional advisory franchise |
| Staffing Requirement | Owner-operator initially; scalable adv |