FranchiseVerdict
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FV-00242·MODERATEStandard76

Barmetrix

OtherFranchising since 2022Website
Investment
$61K – $66K
17th pct Other
Avg revenue
50th pct Other
Royalty
8.0%
49th pct Other
Units
22
49th pct Other
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $61K – $66K including a $55K franchise fee, 8.0% ongoing royalty.
  • No Item 19 financial performance data disclosed — the franchisor chose not to publish revenue figures.
  • Rated MODERATE with a risk score of 64/100. SBA loan default rate of 0.0% across 3 loans (below the industry average).
  • System growing at 46.2% CAGR over 3 years with 22 total units — strong expansion trajectory.

Item 1 · who you're contracting with

The Franchisor

Legal entity
Barmetrix Hospitality LLC
Incorporated in
Maryland
HQ
3607 Farragut Avenue, Kensington, Maryland 20895
Auditor
Alta CPA Group, LLC
Audited financials
Franchisor revenue
$1.2M
vs $1.3M 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 Barmetrix unit return on the cash you put in?

Revenue · per unit, per year
$
Item 19 not disclosed — typing your own estimate
Franchisor take · royalty + ad fund
Royaltytyp 68%
%
Ad fundtyp 35%
%
Operating costs · category default: generic
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $61K–$66K
Working capital
$
FDD reports $2K–$3K

Unlevered ROIC · per unit

166%

Above typical band (30–60%)

0%30–60% Yale band80%
ROIC above 100% usually means the revenue figure is a system-wide aggregate or top-cohort number rather than a single-unit average. Verify the "Revenue · per unit" field against the brand's FDD Item 19 detail tables before relying on this output.

Store EBITDA · annual
$109K
EBITDA margin
14.5%
Total invested
$66K
Payback
7 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.

Overview

About

Barmetrix franchisees operate bar management software/consulting services, helping bar and restaurant owners optimize inventory, pricing, and operational efficiency. Day-to-day work involves client acquisition, software implementation, training, and ongoing account management. Revenue is generated through software subscriptions, consulting fees, or hybrid models depending on the franchisee's go-to-market strategy.

CEO
Raymond Walsh
Founded
2021
FDD year
2025
States available
8

Item 7 · what it costs

The Vitals

Total investment
$61K – $66K
All-in to open one unit
Liquid capital
$2K – $3K
Cash you must have on hand
Franchise fee
$55K
Royalty
8.0%
Tiered percentage of Gross Revenues or Minimum Monthly Royalty · typical 6–8%
Ad fund
0.5%
typical 3–5%
Total fee load
8.5%
vs 9–13% typical

Item 19

Financial Performance

This franchisor did not disclose financial performance representations in Item 19, or our extractor could not parse them.

Item 20 · unit dynamics

The Growth Chart

Total units
22
Opened
2
Last reporting year
Closed
0
Turnover rate
0.0%
Company-owned
3
Corporate units in the system
% franchised
86%
vs corporate-owned
Net growth (yr3)
+11.8%
Net unit change last year
3-yr CAGR
+46.2%
Compounded over last 3 years
2023
19+2
Franchised units
2024
17
Franchised units
2025
13
Franchised units

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

Item 20 · 7 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 · 7 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
3
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

64
Risk · 0-100
MODERATE64 / 100

Barmetrix presents caution-level risk due to undisclosed financial performance metrics, unprotected territory, modest growth trajectory, and misaligned royalty incentives that could limit franchisee profitability.

Score breakdown · what drove the 64 / 100 rating

  1. 01MINORNo Item 19 disclosure (average revenue and net income not provided) — impossible to assess actual profitability or ROI on $60,950-$65,600 investment
  2. 02MINORUnprotected territory creates direct competition risk; franchisees may cannibalize each other's revenue in growth markets
  3. 03MEDModest unit growth (11.8% YoY on only 22 units) suggests limited brand traction and difficulty recruiting/retaining franchisees
  4. 04MINORTiered royalty structure (8%/7%/6%) incentivizes owners to stay below $83,333 revenue to avoid 6% rate, creating misaligned growth incentives
  5. 05MINOR5-year term is relatively short; franchisees may hesitate to invest heavily knowing renewal is uncertain
  6. 06HIGHGoing Concern status is False but unclear — lack of financial transparency raises questions about franchisor stability and support capabilities

Severity inferred from the FDD text · not a regulatory classification

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

Contract & Territory Detail

Territory
Zip codes or counties
Protected territory
No
Initial term
5 years
Renewal term
5 years
Online sales rights
Restricted
Franchisor can compete
Yes
Hire a manager?
Allowed
Litigation count
0
Right of first refusal
Yes
Franchisor can buy back on resale
Mandatory arbitration
Yes
Jury trial waiver
Yes
Non-compete
2 yrs
Post-termination restriction
Owner-operator
Required
Governing law
District of Columbia

Item 11

Training & Operations

Classroom training
137 hrs
On-the-job training
80 hrs
POS system
Pilot Inventory System
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

11 numbers

Locked
(337) 781-••••
Daniel Breaux Bar and Restaurant Consultants
LA
(310) 994-••••
Arno Stemmer Rubicon Consulting
CA
(312) 823-••••
Luke Fairbank Chicago Bar Solutions
IL

One-time purchase · CSV download · Validation questions included

FDD download

Barmetrix · FDD (2025) PDF

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