Breakaway BA

Breakaway BA

Information based on 2022 FDD

Business Services · Accounting

Investment min
$11K
Total: $11K–$65K
Avg gross revenue
N/A
Unit-level, 2022
Franchise fee
$30K
Per current disclosure
Royalty
20% - 25%
Locations
11
Franchising since 2020

Description

What is Breakaway BA?

Breakaway BA stands at the forefront of modern accounting and business advisory services, offering entrepreneurs a unique opportunity to build a thriving professional practice. Founded in 2019, this innovative franchise has quickly established itself as a disruptive force in the accounting industry, combining traditional bookkeeping expertise with cutting-edge business advisory services.

As a Breakaway BA franchisee, you'll position yourself as a trusted advisor to small and medium-sized businesses in your community, providing essential financial services that go beyond basic number-crunching. The franchise model enables professionals to leverage their accounting expertise or business acumen while building a scalable practice with multiple revenue streams.

What sets Breakaway BA apart is their comprehensive approach to client service. Franchisees don't just manage books; they become integral partners in their clients' success stories, offering strategic guidance, growth planning, and financial optimization strategies. The franchise provides extensive training, proprietary software systems, and ongoing support to ensure franchisees can deliver exceptional value to their client base.

The brand's rapid growth to 15 locations demonstrates the strong market demand for their services and the effectiveness of their business model. Perfect for ambitious professionals seeking to escape the corporate grind or experienced accountants looking to build their own practice, Breakaway BA offers a proven path to business ownership in the essential and ever-growing accounting services sector. With their forward-thinking approach and commitment to excellence, Breakaway BA franchisees are well-positioned to become leading financial service providers in their local markets.
  • Low barrier entry investment model
  • Recession-resistant accounting services sector
  • Ground floor franchise opportunity
  • Essential business compliance services
  • Scalable professional service model
  • Growing small business market demand

Location Analysis

Where Breakaway BA wins

Breakaway BA, established in 2019, has rapidly expanded to numerous locations across multiple states, with a strong portfolio of active units currently operating. The franchise demonstrates a significant southeastern U.S. presence, with notable concentrations in Florida, West Virginia, and the Carolinas, while also maintaining strategic positions across multiple regions.

The franchise has established a diverse geographic footprint, extending from its southeastern core to western markets including California, Oregon, Idaho, Utah, and Montana. Its presence in midwest/northern regions (Illinois, Michigan) and eastern states (New York, Vermont) demonstrates a broad national expansion strategy. The sample location in Evergreen, Colorado, represents the franchise's ability to operate in affluent suburban markets.

The franchise's rapid growth since 2019 suggests effective market penetration in both metropolitan and secondary markets. Ideal expansion opportunities exist in states with strong business service demand, particularly in regions where the franchise has already proven successful. Future growth should focus on markets with robust small business communities, professional service corridors, and areas with growing entrepreneurial populations. The franchise's diverse geographic distribution, from Florida to Montana, indicates adaptability to various market conditions and business environments.
Total US locations
15
Franchise units
11
Corporate locations
4
Avg. sq. footage
N/A

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Financial Analysis

The numbers behind Breakaway BA

Avg gross revenueN/A
Investment range$10,500 – $64,500
Investment midpoint$37,500
Brand fundN/A
Royalty20% - 25%
Franchise fee$30,000
Min. net worth
Min. liquid capital
Breakaway BA presents an entry-level investment opportunity with total capital requirements ranging from $10,500 to $64,500, positioning it well below the accounting sub-sector averages of $38,451-$82,947. This accessible investment structure makes it attractive for first-time franchisees or those seeking lower-barrier entry into the business services sector.

The accounting services industry benefits from consistent demand drivers, including regulatory compliance requirements, tax preparation needs, and small business growth. Digital transformation has created opportunities for streamlined service delivery, though it has also intensified competition from technology-enabled solutions.

As a relatively new franchise system established in 2019 with 15 units, Breakaway BA represents an emerging brand in the development phase. While this offers potential ground-floor opportunities, it also indicates limited operational history and brand recognition compared to established competitors. The modest unit count suggests the system is still building its infrastructure and market presence.

The low investment threshold reduces financial risk but may indicate limited territorial protection or smaller market areas. Prospective investors should evaluate the franchisor's growth strategy, training programs, and ongoing support capabilities given the system's early-stage development.

Ideal candidates likely include accounting professionals or business-minded individuals with $75,000-$100,000 liquid capital, seeking to leverage existing client relationships or professional networks. The accessible investment level makes it suitable for markets with strong small business density requiring accounting services. Thorough FDD review is essential given the franchise's developmental stage.
Did you know? Did you know that launching your own Breakaway BA franchise - a premium sports performance and training facility - requires a total investment of just $10,500 to $64,500, making it one of the most accessible fitness franchise opportunities available, with the $30,000 franchise fee included in these startup costs that cover everything from equipment and initial inventory to marketing materials and working capital needed to serve athletes and fitness enthusiasts in your community?

Financing partners

Vetted partners, tailored to franchisees

Your Franzy advisor can connect you with these partners later in the process — competitive rates, specialized in franchise financing.

FranFund

Lender

CRF USA

Nonprofit SBA lender; provides financing for franchise acquisitions, startups, and expansion.

Lender

First Bank of the Lake

Lender

Pension Pros

Lender

FDD Item 7

Initial investment range

$11K–$65K
Most common
$10,500
Minimum
$37,500
Midpoint
$64,500
Maximum

Per FDD Item 7, total initial investment ranges from $10,500 to $64,500. The midpoint $37,500 is what most franchisees report at signing — financing typically reduces cash-at-close by 80–90%. Knowing the investment range helps you plan confidently and ensure you're fully prepared to make the leap.

Growth over time

Franchise footprint

+150% YoY
201612840
2019
2020
2021
2022
15 units open as of 2022 FDD+9 in last 12 mo

2022 Franchise Disclosure

FDD documents

Below are items 2, 3, 4, 7, 11 and 19 for Breakaway BA's 2022 FDD. The complete FDD is delivered to you directly by the franchisor, per the FTC Franchise Rule.

Estimated initial investment
FDD Item 7 · PDF
Financial performance representations
FDD Item 19 · PDF
Members-only items
Executive team
FDD Item 2 · PDF
Litigation
FDD Item 3 · PDF
Bankruptcy
FDD Item 4 · PDF
Franchisor assistance
FDD Item 11 · PDF
Members only
Unlock the 2022 FDD

Connect to download Items 2, 3, 4, and 11 — direct from the franchisor.

Buyer FAQs

Frequently asked questions

The initial investment for a Breakaway BA franchise typically ranges between $10,500.00 and $64,500.00. This includes the franchise fee, equipment, real estate, and other startup costs. To get a detailed breakdown and better understand the financial requirements, we recommend scheduling a call with the Franzy team. We'll walk you through the specifics and answer any questions you might have. For more detailed information, refer to the financial sections of the FDD.

Disclaimer. The information provided on this page is based on the latest Franchise Disclosure Document (FDD) that is publicly available and that we have on record, which was issued in 2022. This information is for informational purposes only and is not intended to constitute legal, financial, or business advice. We make no guarantees or claims regarding the completeness or accuracy. For the most current and detailed information, we recommend consulting the franchisor directly for the most recent FDD and regarding any questions that you may have about the information provided.

Breakaway BA
Breakaway BA
N/A avg revenue · 11+ US franchises

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