The Alternative Board/TAB franchise research

Investment by format

Format-specific estimates only. Do not combine one format's minimum with another format's maximum.

Investment sourceFDD p.15 ↗

Franchise fees and ongoing costs

Franchise fee

$44,000 · Extracted Item 5 scalar range, not a universal minimum or maximum; formats, eligibility, discounts and waivers require original-filing review.

Royalty

Sliding scale on 'Amounts Collected on Your Behalf' (TAB Revenue), paid monthly: 20% on $0-$125,000, 12% on $125,000.01-$160,000, 8% on $160,000.01-$200,000, 6% above $200,000; capped at $60,000/year; subject to a separate Minimum Royalty Fee starting month 10.

Marketing contribution

2% (basis not captured; see original filing)

Technology fee

$60.00 per month (covers Microsite hosting, CRM System license, and domain license)

Other fees

Member Administration and Support Fee $10/TAB Member/month; Business Assessment Fee $100 per new TAB Member; International Conference Facilitator Registration Fee $1,500/year

Working capital (FDD Item 7)

$1,700 to $2,225 for the first three months after the Start of Service Offering, covering meeting room/food/beverage costs for up to eight Marketing Events, insurance, and other working capital items (excludes rent, salaries, Royalty Fees, Member Administration and Support Fees, Marketing Development Fees, or debt service).

Fees sourceFDD p.10 ↗

Working capital is drawn from Item 7. The Investment source below locates the investment section, not an independently verified working-capital scalar.

Investment sourceFDD p.15 ↗

Franchise fee sourceFDD · page not captured ↗

Financial performance: Item 19

Item 19 captured

Yes

Metric / basis

No average/median gross revenue or EBITDA for TAB Businesses is disclosed. Item 19 instead discloses: average/median monthly TAB Member dues, average/median Business Assessment Fees, average/median membership length and member counts, average/median monthly hours spent servicing members, StratPro and HI-MAP program dues, and 'Additional Revenue from the TAB Opportunity' (supplemental revenue beyond membership dues) for a subset of franchisees.

Reporting period

Calendar year 2025 (Chart Three covers 2022-2025; Chart Six is based on a 2024 survey)

Sample

Varies by chart: Chart One based on 934 standard TAB Members; Chart Two on 96 coaching-only Members; Chart Three on 1,205 Members who paid a Business Assessment Fee; Chart Nine ('Additional Revenue from the TAB Opportunity') based on a subset of 31 domestic franchisees (of those active as of 12/31/2025) meeting tenure and reporting criteria

Reported average

Not captured

Reported median

Not captured

Owner income is not captured. Gross sales and EBITDA are not owner pay. Results depend on the disclosed metric, sample and period; consult the full filing.

Item 19 performance sourceFDD p.44 ↗

Unit growth: Item 20

Reporting year

2025

Scope

franchised outlets

Starting outlets

96

Year-end outlets

88

Net change

-8

Derivation

ending minus starting outlets

Openings

11

Terminations

0

Non-renewals

5

Other closures

12

Reacquisitions

2

Transfers

2

Transfers are not closures. Net change is ending minus starting outlets for the stated scope and year, or complete openings less terminations, non-renewals, other closures and reacquisitions. Missing inputs stay unknown.

Unit growth sourceFDD p.47 ↗

SBA loan history

Loan activity

4 approvals

Activity window

FY2021-FY2026 YTD; snapshot 2026-06-30

Median SBA loan

$95,000

Median loan window

FY2023-FY2026 YTD through 2026-06-30

Median loan sample

1 loans

Historical charge-off share

Suppressed: fewer than 10 seasoned loans

Cohort

7(a) FY2010-2019 approvals

Numerator / denominator

3 / 6

Formula

CHGOFF / (PIF + CHGOFF + EXEMPT) × 100

This is a historical loan-level share, not a franchise failure probability or location survival rate. Loan size is not total investment. Other loan statuses are excluded from the seasoned denominator. Activity combines 7(a) and 504 approvals, excluding canceled and not-funded records; this is not a rolling five-year count. FY2024-25 franchise tags are sparse after directory suspension; fewer tagged loans do not establish brand decline. Recent charge-off cohorts are immature.

SBA loans sourceSBA data · Jun 30, 2026 ↗

Median loan amounts are financing context, not startup cost. The median window is separate from the seasoned charge-off cohort.

Median SBA loan sourceSBA data · Jun 30, 2026 ↗

Questions before you invest

How much does The Alternative Board/TAB franchise cost?

standard (home-based or existing office): $77,130 to $95,405 These are format-specific estimates, not a guaranteed cash requirement. Franchise fee: $44,000 · Extracted Item 5 scalar range, not a universal minimum or maximum; formats, eligibility, discounts and waivers require original-filing review..

Investment sourceFDD p.15 ↗

Franchise fee sourceFDD · page not captured ↗

How much do The Alternative Board/TAB owners make?

Owner income is not captured. Gross sales and EBITDA are not owner pay. Item 19 metric: No average/median gross revenue or EBITDA for TAB Businesses is disclosed. Item 19 instead discloses: average/median monthly TAB Member dues, average/median Business Assessment Fees, average/median membership length and member counts, average/median monthly hours spent servicing members, StratPro and HI-MAP program dues, and 'Additional Revenue from the TAB Opportunity' (supplemental revenue beyond membership dues) for a subset of franchisees.. Sample: Varies by chart: Chart One based on 934 standard TAB Members; Chart Two on 96 coaching-only Members; Chart Three on 1,205 Members who paid a Business Assessment Fee; Chart Nine ('Additional Revenue from the TAB Opportunity') based on a subset of 31 domestic franchisees (of those active as of 12/31/2025) meeting tenure and reporting criteria. Period: Calendar year 2025 (Chart Three covers 2022-2025; Chart Six is based on a 2024 survey).

Item 19 performance sourceFDD p.44 ↗

What's the SBA charge-off rate for The Alternative Board/TAB?

Suppressed: fewer than 10 seasoned loans; numerator / denominator: 3 / 6. Historical 7(a) FY2010-2019 approvals; CHGOFF / (PIF + CHGOFF + EXEMPT) × 100, snapshot 2026-06-30. This is not a franchise failure probability. Median SBA loan: $95,000; window: FY2023-FY2026 YTD through 2026-06-30; sample: 1 loans. Median financing is not total investment.

SBA loans sourceSBA data · Jun 30, 2026 ↗

Median SBA loan sourceSBA data · Jun 30, 2026 ↗