FRANCHISE·WATCH·DESK

Verified — real FDD extraction

Not found in the SBA Franchise Directory under this name — though SBA loans to its franchisees exist; verify eligibility with your lender

PROFORMA

Business Services · independent · est. —

Proforma is a business-to-business distributor of promotional products, printed materials, branded apparel, and packaging. Owners help companies source custom-branded marketing items and print without holding inventory themselves, relying on the parent network's supplier relationships and back-office support. A franchisee runs a sales-focused distributorship, finding business clients and managing their print and promo orders.

PROFORMA net unit count declined -5.8% from 20222024 per its FDD Item 20.

New to franchising? Start here

A franchise is a business where you (the franchisee) pay a company (the franchisor) for the right to open and run a location using their brand and system — think a local Anytime Fitness or Taco John's owned by a small-business owner, not the corporation.

Before you can buy in, U.S. law requires the franchisor to give you a Franchise Disclosure Document (FDD) — a long legal filing covering its fees, finances, and history. The numbers on this page come straight from that document:

  • Franchise fee — the one-time cost to buy in.
  • Royalty — the ongoing cut of your sales you pay the franchisor.
  • Item 20 — how many locations opened and closed, the basis for our verdict (from Proven & strong down to Distressed — or Too new to judge).

The verdict

Showing strain

Distress

0
STABLE

The disclosed record shows weakness — shrinking units, elevated exits, or churn — worth reading closely before going further.

Exit rate · latest year

4.8%

vs 8.1% across 28 business services systems

Cost to open

$7K–$28K

Item 7 total investment range

SBA loan defaults

Too few resolved

13 loans exist; too few resolved to rate

Behind the verdict

the record, factor by factor · Item 20

hi-1.0.0
Net unit growth35%

3-yr trend · Item 20 Table 1

Weak
Exit quality25%

terminations + ceased-ops vs. all exits · Table 3

Weak
Transfer / churn15%

transfers vs. base · Table 3

Strong
Promise-keeping10%

actual vs. projected openings · Table 5

Strong
Transparency15%

Item 19 disclosure + completeness

Weak

Systemwide units

2022–2024

-5.8%
513202249620234832024

Survival record

FDD Item 20 · outlet status by year

In fiscal 2024, 24 of 496 franchised outlets left the system — a 4.8% annualized exit rate, vs 8.1% across 28 business services systems. Not every exit is a failure — but this is the measurable floor.

Show the outlet tables
Status (FTC)202220232024
Outlets at start536513496
Opened0510
Transfers000
Terminations065
Non-renewals000
Reacquired by franchisor000
Ceased — other reasons231519
Outlets at end513496483
Net change-23-17-13

The lender's view

SBA 7(a)/504 loan performance · FY1991–present

Banks have made 13 SBA-backed loans to PROFORMA franchisees since 1994. Most are still open, so there is not yet a resolved cohort large enough to rate.

Charge-off rate

9 resolved · too thin to rate

Loss given default

avg. charged-off $ ÷ approved $

Expected loss

default rate × loss severity

Avg. loan · FY2020+

$138,096

what recent franchisees borrowed

Median time to default

approval → charge-off, defaulted loans

Lenders · FY21+ vs FY16–20

0 vs 2

distinct banks — pulling back

Charge-off rate by loan approval year (%)

SOURCE: SBA 7(a)/504 FOIA LOAN DATA (DATA.SBA.GOV), FY1991–PRESENT · MATCHED TO PROFORMA BY FRANCHISE NAME · RESOLVED = CHARGED-OFF + PAID-IN-FULL

What it costs — and what it drags

FDD Items 5–7 · fees, investment, royalty

Buying in means a $0 franchise fee (Item 5) and a total investment of $7K–$28K (Item 7). The franchisor publishes no earnings claim (Item 19) — ask current and former franchisees for real numbers.

To open (Item 7)

$7K–$28K

all-in investment range

Franchise fee (Item 5)

$0

upfront, one-time

Royalty (Item 6)

of sales, ongoing

If a unit does this in annual sales…$1M/yr

Your figure — this brand discloses no Item 19 earnings; validate with current & former owners.

Royalty you'd pay / yr

$0

0% of sales, before profit

Over a 10-yr term

$0

royalties alone, excl. ad fund

This is not profit. It's the only money the FDD actually pins down — what you put in, and the royalty you owe on every dollar of sales. Your real take-home depends on labor, rent, food cost, and ramp-to-breakeven, none of which any FDD discloses.

Build a real pro-forma for PROFORMA with an independent CPA

Modeled risk

FDD Risk Score · modeled from the public record

Elevated

The public record puts this brand toward the middle of the systems we score — but the evidence is thin, so treat it as a range, not a number.

Risk percentile (range)

50–74 / 100

Directional

Modeled SBA charge-off

14.4%

Observed SBA charge-off

0.0%

Top drivers: Investment ceiling (log) (raises) · System size (log units) (lowers) · Net unit growth (raises) · Item 20 exit rate (lowers). Thin loan history — treat this as a range, not a number. A linear scorecard built from this brand's own disclosure figures plus the federal loan record behind its franchisees; full spec and cross-validated accuracy on the methodology page. A score is context, not a verdict.

Distress signals

news-sourced · bankruptcies, closures, lawsuits

No recent closures, bankruptcies, or major lawsuits found in the news for PROFORMA. That's a good sign — but it reflects news coverage, not a guarantee.

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PROFORMA franchise questions, answered from the filings

What percentage of PROFORMA franchises closed last year?

In PROFORMA's latest FDD Item 20 (fiscal 2024), 24 of 496 franchised outlets left the system — an annualized exit rate of 4.8% — compared with 8.1% across 28 business services systems tracked here. That counts terminations, non-renewals, and "ceased operations — other reasons." There is no official failure rate, and not every exit is a failure, but this is the measurable floor.

How much does a PROFORMA franchise cost?

Per PROFORMA's 2025 FDD, buying in requires an initial franchise fee of $0 (Item 5) and a total initial investment of $7K–$28K (Item 7).

Does PROFORMA disclose earnings (Item 19)?

No — PROFORMA's 2025 FDD makes no financial performance representation in Item 19. That is legal and common, but it means the franchisor publishes no earnings claim; ask current franchisees for real numbers.

Is PROFORMA a good franchise to buy? Health score, exit rate & costs (2026) · Franchise Watch Desk