FranchiseVerdict
Beans & Brews Coffee House logo
FV-00260·STRONGExcellent95

Beans & Brews Coffee House

Food & Beverage - Coffee & TeaFranchising since 2004Website
Investment
$199K – $859K
21st pct Coffee & Tea
Avg revenue
$762K
18th pct Coffee & Tea
Royalty
5.5%
45th pct Coffee & Tea
Units
82
84th pct Coffee & Tea
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $199K – $859K including a $30K franchise fee, 5.5% ongoing royalty.
  • Average unit revenue of $762K/year (median $690K). Estimated payback in 2.4 years.
  • Rated STRONG with a risk score of 34/100. SBA loan default rate of 0.0% across 22 loans (below the industry average).
  • System growing at 3500% CAGR over 3 years with 82 total units — strong expansion trajectory.

Item 1 · who you're contracting with

The Franchisor

Legal entity
BEANS & BREWS FRANCHISE COMPANY, LLC
Parent company
B&B Coffeehouse Intermediate Holdings, LLC
Incorporated in
Utah
HQ
8619 Sandy Parkway, Suite 110, Sandy, UT 84070-6404
Auditor
Forvis Mazars, LLP
Audited financials
Franchisor revenue
$2.4M
vs $3.2M 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 Beans & Brews Coffee House unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $761,763
Franchisor take · royalty + ad fund
Royaltytyp 68%
%
Ad fundtyp 35%
%
Operating costs · category default: restaurant
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $199K–$859K
Working capital
$
Item 7 didn't break this out — defaulted to ~10% of annual revenue

Unlevered ROIC · per unit

12%

Below typical band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$72K
EBITDA margin
9.5%
Total invested
$605K
Payback
100 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 Beans & Brews Coffee House 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

$381K

on $1.9M purchase

Total debt

$1.5M

SBA $1.0M + senior + seller note

Overview

About

Franchisees operate specialty coffee retail locations serving espresso drinks, specialty beverages, and light food in high-traffic or standalone settings. Day-to-day involves managing barista staff, inventory control, customer service, and maintaining brand standards across menu and store presentation.

CEO
Doug Willmarth
Founded
2004
FDD year
2025
States available
6

Item 7 · what it costs

The Vitals

Total investment
$199K – $859K
All-in to open one unit
Liquid capital
Cash you must have on hand
Franchise fee
$30K
Royalty
5.5%
Net Sales · typical 6–8%
Ad fund
3.0%
typical 3–5%
Total fee load
8.5%
vs 9–13% typical
Payback period
2.4 yrs
From v3 / Item 19

Item 19

Financial Performance

Avg gross sales
$762K
Per unit, per year
Median gross sales
$690K
Item 19 type
Affiliate and Franchisee Owned
Sample size
24 units
vs category median 13
Range (low → high)
$556K$1.3M
Cohort dispersion
Transparency
10 / 5
vs category median 2 / 5 · above
Revenue rank18th
vs Food & Beverage - Coffee & Tea peers
Investment cost rank21th
Lower investment ranks lower (better)
Royalty rate rank45th
Lower royalty = lower percentile (better)
Unit count rank84th
vs Food & Beverage - Coffee & Tea peers
Risk score rank2th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
82
Opened
10
Last reporting year
Closed
1
Turnover rate
1.2%
Company-owned
28
Corporate units in the system
% franchised
66%
vs corporate-owned
Multi-unit owners
6.9%
Net growth (yr3)
+20.0%
Net unit change last year
3-yr CAGR
+35.0%
Compounded over last 3 years
2023
54+9
Franchised units
2024
45
Franchised units
2025
40
Franchised units

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

Item 20 · 13 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
Available · 13 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
22
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

34
Risk · 0-100
STRONG34 / 100

Moderate-to-cautious risk profile: strong unit growth and solid margins offset by absence of financial performance disclosure and wide investment variance that obscures true return potential for new franchisees.

Score breakdown · what drove the 34 / 100 rating

  1. 01MEDNo Item 19 (Financial Performance Representations) disclosed — cannot independently verify the $761,763 average revenue claim
  2. 02MINORWide investment range ($198,550–$858,500) suggests highly variable unit economics depending on location/format
  3. 03MINOR20% YoY unit growth is strong but requires validation; rapid expansion can mask underlying unit-level profitability issues
  4. 04MINORRoyalty rate of 5.5% is reasonable, but combined with startup costs, payback period unclear without Item 19 data
  5. 05MINORNet income margin of ~28% is healthy but based on averages — likely masks underperforming locations dragging down newer franchisees

Severity inferred from the FDD text · not a regulatory classification

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

Contract & Territory Detail

Territory
Radius
Protected territory
Yes
Initial term
10 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
No
Jury trial waiver
Yes
Non-compete
2 yrs
Post-termination restriction
Owner-operator
Required
Governing law
Utah

Item 11

Training & Operations

Classroom training
2 hrs
On-the-job training
78 hrs

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

51 numbers

Locked
(702) 696-••••
Kim and Walter Sims
NV
(801) 495-••••
Annie Thomas
UT
(435) 628-••••
Skyler Maxon
UT

One-time purchase · CSV download · Validation questions included

FDD download

Beans & Brews Coffee House · FDD (2025) PDF

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