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TAB Franchise FDD, Costs & Fees (2025)

TAB (The Alternative Board) is a business coaching franchise offering peer advisory boards and executive coaching, helping business owners achieve their personal and professional goals.

KEY FRANCHISE STATS

Franchisees

?

101
+
-21%
-21%
Franchise fee

?

$44,000
Investment

?

$54,000 - $97,000
Revenue (AUV)

?

Undisclosed

$73,000

+
n.a.
n.a.

Founded in 1990 by Allen Fishman in St. Louis, Missouri, The Alternative Board (TAB) was established to provide small and mid-sized business owners with the strategic guidance typically reserved for large corporations.

In 1996, TAB began franchising, expanding its reach and enabling experienced professionals to facilitate peer advisory boards and coaching sessions for business leaders. Today, TAB's headquarters are located in Westminster, Colorado.

TAB's core offerings include monthly peer advisory board meetings, one-on-one executive coaching, and proprietary strategic tools like the Business Builder’s Blueprint and the StratPro Leadership Transformation Program.

What sets TAB apart is its unique model that combines peer advisory with professional coaching, fostering a collaborative environment where business owners can share experiences and insights.

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.

TAB offers 3 types of franchises:

Type of Franchise Initial Investment
MM TAB Business Franchise $80,375 to $96,650
NMM TAB Business Franchise $64,875 to $81,150
Small TAB Business Franchis $53,875 to $70,150

We are summarizing below the main costs associated with opening a MM TAB Business Franchise.

For more information on the various types of franchises and its costs, refer to the Franchise Disclosure Document (Item 7).

Type of Expenditure Amount
Initial Franchise Fee for an MM TAB Business Franchise $44,000
Initial Training Fee $24,500
Marketing Fee $9,865
Mentor’s Travel and Living Expenses $0 to $4,000
Your Travel and Living Expenses During Initial Training Program $0 to $5,000
Equipment $0 to $2,400
Supplies, Stationery, and Business Cards $250 to $500
Deposits and Licenses $0 to $600
Website Fees for Three Months from the Start of Service Offering $60
Accounting and Professional Fees $0 to $3,500
Additional Funds for First Three Months After the Start of Service Offering $1,700 to $2,225
Total Estimated Initial Investment $80,375 to $96,650

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TAB offers 3 types of franchises:

Type of Franchise Initial Investment
MM TAB Business Franchise $80,375 to $96,650
NMM TAB Business Franchise $64,875 to $81,150
Small TAB Business Franchis $53,875 to $70,150

We are summarizing below the main costs associated with opening a MM TAB Business Franchise.

For more information on the various types of franchises and its costs, refer to the Franchise Disclosure Document (Item 7).

Type of Expenditure Amount
Initial Franchise Fee for an MM TAB Business Franchise $44,000
Initial Training Fee $24,500
Marketing Fee $9,865
Mentor’s Travel and Living Expenses $0 to $4,000
Your Travel and Living Expenses During Initial Training Program $0 to $5,000
Equipment $0 to $2,400
Supplies, Stationery, and Business Cards $250 to $500
Deposits and Licenses $0 to $600
Website Fees for Three Months from the Start of Service Offering $60
Accounting and Professional Fees $0 to $3,500
Additional Funds for First Three Months After the Start of Service Offering $1,700 to $2,225
Total Estimated Initial Investment $80,375 to $96,650

Franchise Disclosure Document

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Number of units

Training

TAB (The Alternative Board) provides an extensive suite of training programs designed to ensure franchisees are fully equipped to operate effectively. The programs are structured to address both initial onboarding and ongoing professional development needs.

  1. Initial Training Program: This includes online preparatory materials and an intensive training phase of up to eight days, either at TAB’s headquarters or virtually. It must be completed within six months of signing the franchise agreement and covers foundational aspects of running a TAB franchise.
  2. Advanced Business Development Training: This program lasts up to two days and is conducted either in person or virtually. It focuses on advanced strategies for growing and managing the franchise business.
  3. StratPro Training: Delivered periodically as determined by TAB, this program is designed to train franchisees in TAB’s proprietary strategic planning process.
  4. New TAB Franchisee Business Coaching: Following initial training, new franchisees receive dedicated coaching from a designated business coach, at no additional charge during the initial period.

Territory Protection

TAB (The Alternative Board) provides its franchisees with a designated "Protected Territory," typically encompassing up to 20,000 businesses as defined by third-party vendors.

Within this territory, and provided the franchisee is in good standing and meeting performance requirements, TAB agrees not to open competing franchises or solicit members solely located in that area. The boundaries of this territory are clearly outlined in the franchise agreement and may vary in size and demographics based on the region.

However, TAB retains significant reserved rights, including the ability to operate outside of these territories or to revoke exclusivity if minimum performance requirements are not met.

Competitors

Below are some of

TAB

key competitors in the

Other Financial Services

sector.

Franchise
Franchisees
Initial fee
Total investment
Revenue
Upgrade
Gross Profit
Upgrade
EBITDA
Upgrade

101

New
+
-21%
-21%

$44,000

$54,000

$97,000

n.a.

$73,000

$xxx,xxx

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Competitors

United Check Cashing

United Check Cashing is a financial services franchise offering check cashing, bill payment, money transfers, and related services, serving underbanked and convenience-focused consumers, and known for community bank–like storefronts, extended hours, and streamlined alternatives to traditional bank accounts.

Franchisees

?

48
+
-25%
-25%
Investment

?

$226,000 - $297,000

WCH Service Bureau

WCH Service Bureau is a business-services franchise offering medical-billing, credentialing and revenue-cycle-management solutions, serving healthcare providers and practices, and known for proven software, low-cost startup package, and strong remote-model support.

Franchisees

?

0
+
n.a.
n.a.
Investment

?

$55,000 - $75,000

Lendio

Lendio is a financial services franchise that operates as a small business loan marketplace, connecting entrepreneurs with a network of lenders to secure funding. Franchisees assist local businesses in obtaining loans, leveraging Lendio's technology and lender partnerships to streamline the financing process.

Franchisees

?

121
+
116%
116%
Investment

?

$46,000 - $117,000

Family Financial Centers

Family Financial Centers is a financial services franchise providing check cashing, bill payment, and small business banking solutions.

Franchisees

?

55
+
4%
4%
Investment

?

$224,000 - $309,000

Booxkeeping

Booxkeeping is a bookkeeping franchise offering outsourced financial management, tax services, and business consulting for entrepreneurs and startups.

Franchisees

?

4
+
300%
300%
Investment

?

$62,000 - $69,000

TAB

TAB (The Alternative Board) is a business coaching franchise offering peer advisory boards and executive coaching, helping business owners achieve their personal and professional goals.

Franchisees

?

101
+
-21%
-21%
Investment

?

$54,000 - $97,000

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