FranchiseVerdict
AIRE SERV logo
FV-00085·STRONGExcellent95

Aire Serv

Home Services - Plumbing & HVACFranchising since 1992Website
Investment
$107K – $253K
38th pct Plumbing & HV…
Avg revenue
$1.5M
25th pct Plumbing & HV…
Royalty
5.0%
8th pct Plumbing & HV…
Units
197
79th pct Plumbing & HV…
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $107K – $253K including a $45K franchise fee, 5.0% ongoing royalty.
  • Average unit revenue of $1.5M/year (median $1.0M).
  • Rated STRONG with a risk score of 48/100. SBA loan default rate of 0.0% across 174 loans (below the industry average).

Item 1 · who you're contracting with

The Franchisor

Legal entity
AIRE SERV SPV LLC
Parent company
Neighborly Assetco LLC
Incorporated in
Delaware
HQ
1010 North University Parks Drive, Waco, Texas 76707
Auditor
Ernst & Young LLP
Audited financials
Franchisor revenue
$384.0M
vs $451.9M prior year

Yale framework · single-unit ROIC

Returns Analysis

Pulls Item 7 (investment) and Item 19 (revenue) from this brand's FDD into the Yale unlevered-ROIC formula. Override any input to stress-test it against your own assumptions.

The model · Yale framework

What would one AIRE SERV unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $1,499,969
Franchisor take · royalty + ad fund
Royaltytyp 68%
%
Ad fundtyp 35%
%
Operating costs · category default: restoration
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $107K–$253K
Working capital
$
FDD reports $15K–$45K

Unlevered ROIC · per unit

86%

Above typical band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$180K
EBITDA margin
12.0%
Total invested
$210K
Payback
14 mo
Unit-level only. A multi-unit portfolio gives up roughly 5–15% of this to shared services (corporate G&A) before reaching the ~10-unit break-even Yale describes.

Levered LBO scenario · Yale Crease Capital framing

What would 25 AIRE SERV units return on equity?

Edit assumptions

Equity IRR · 5-yr

49.9%

7.57× MOIC

Year-1 DSCR

1.88×

EBITDA ÷ debt service

Equity required

$1.5M

on $7.5M purchase

Total debt

$6.0M

SBA $3.7M + senior + seller note

Overview

About

AIRE SERV franchisees operate HVAC, heating, and air conditioning service and repair businesses, providing residential and commercial customer support. Day-to-day operations include dispatching technicians, managing service calls, handling emergency repairs, and maintaining customer relationships in their protected territory.

CEO
Michael Anthony Davis
Founded
1992
FDD year
2024
States available
39

Item 7 · what it costs

The Vitals

Total investment
$107K – $253K
All-in to open one unit
Liquid capital
$15K – $45K
Cash you must have on hand
Franchise fee
$45K
Royalty
5.0%
Gross Sales · typical 6–8%
Ad fund
2.0%
typical 3–5%
Total fee load
7.0%
vs 9–13% typical

Item 19

Financial Performance

Avg gross sales
$1.5M
Per unit, per year
Median gross sales
$1.0M
Item 19 type
Gross Sales
Sample size
172 units
vs category median 20 · large
Range (low → high)
$178$16.0M
Cohort dispersion
Transparency
4 / 5
vs category median 4 / 5 · typical
Revenue rank25th
vs Home Services - Plumbing & HVAC peers
Investment cost rank38th
Lower investment ranks lower (better)
Royalty rate rank8th
Lower royalty = lower percentile (better)
Unit count rank79th
vs Home Services - Plumbing & HVAC peers
Risk score rank33th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
197
Opened
18
Last reporting year
Closed
28
Turnover rate
14.2%
Company-owned
0
Corporate units in the system
% franchised
100%
vs corporate-owned
Net growth (yr3)
-4.8%
Net unit change last year
3-yr CAGR
-3.4%
Compounded over last 3 years
2022
197-10
Franchised units
2023
207
Franchised units
2024
204
Franchised units

Year-over-year franchised unit counts and net change. Source: FDD Item 20.

Item 20 · 24 states with active franchisees

The Territory Map

Derived from franchisee contact records. Shows states with at least one current operator — not where the franchisor is registered to sell new units (that data is re-extracting in a future refresh).

AK
ME
VT
NH
MA
RI
CT
NY
NJ
PA
DE
MD
DC
WA
OR
CA
NV
ID
MT
WY
UT
CO
AZ
NM
ND
SD
NE
KS
OK
TX
MN
IA
MO
AR
LA
WI
IL
MS
TN
MI
IN
KY
AL
OH
WV
GA
VA
NC
SC
FL
HI
Registered · 24 states
Not registered

States derived from franchisee phone area codes (Item 20). Approximate — ported numbers may show the original state, not the franchisee's current location.

Government records

SBA Loan Data

Aggregated from SBA 7(a) loan disclosures, public data unique to FranchiseVerdict.

Total loans
174
Loan volume
Avg loan
Default rate
0.0%
vs <3% typical · system-wide
5-yr default

FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17

Risk & Legal

48
Risk · 0-100
STRONG48 / 100

AIRE SERV presents meaningful investment risk due to system contraction, undisclosed net income, multiple litigation events, and unclear profitability at stated average revenues.

Score breakdown · what drove the 48 / 100 rating

  1. 01MINORUnit count declining 4.8% YoY (197 units) suggests system contraction and potential market saturation or franchisee dissatisfaction
  2. 02MEDNet income not disclosed in Item 19 prevents proper ROI analysis; average revenue of ~$1.5M means profitability is unknown
  3. 03HIGHSix litigation events (2 administrative orders + 4 franchisor lawsuits) indicate enforcement issues, non-compete disputes, and collection problems
  4. 04MINORRoyalty rate of 5-7% combined with $45K franchise fee and $107-253K initial investment creates break-even pressure on $1.5M average revenue
  5. 05MINOR10-year term is lengthy; declining unit trend suggests franchisees may struggle to reach profitability within contract window

Severity inferred from the FDD text · not a regulatory classification

FDD Items 5, 6, 12, 17 · continued from Risk & Legal

Contract & Territory Detail

Territory
Population-based
Protected territory
Yes
Initial term
10 years
Renewal term
10 years
Online sales rights
Restricted
Franchisor can compete
Yes
Hire a manager?
Allowed
Litigation count
6
Right of first refusal
Yes
Franchisor can buy back on resale
Mandatory arbitration
No
Jury trial waiver
Yes
Non-compete
2 yrs
Post-termination restriction
Owner-operator
Required
Governing law
Texas

Item 11

Training & Operations

Classroom training
131 hrs
On-the-job training
48 hrs
POS system
ServiceTitan
Operating tech stack

Item 20

Franchisee Contacts

Phone numbers extracted directly from this brand's FDD Item 20. After purchase, you'll also receive a list of validation questions tailored to this brand.

Franchisee contacts

91 numbers

Locked
(860) 758-••••
CT
(256) 335-••••
AL
(754) 800-••••
FL

One-time purchase · CSV download · Validation questions included

FDD download

AIRE SERV · FDD (2024) PDF

Single-page checkout · instant download · CSV export of contacts available separately above