FranchiseVerdict
California Tortilla logo
FV-00443·MODERATEExcellent95

California Tortilla

Food & Beverage - Quick ServiceFranchising since 2003Website
Investment
$444K – $837K
79th pct Quick Service
Avg revenue
$935K
23rd pct Quick Service
Royalty
5.0%
14th pct Quick Service
Units
27
48th pct Quick Service
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $444K – $837K including a $40K franchise fee, 5.0% ongoing royalty.
  • Average unit revenue of $935K/year (median $869K). Estimated payback in 5.0 years.
  • Rated MODERATE with a risk score of 64/100. SBA loan default rate of 0.0% across 29 loans (below the industry average).
  • System contracting at -38.7% CAGR over 3 years. Investigate whether closures are franchisor-driven (consolidation) or franchisee-driven (economics).

Item 1 · who you're contracting with

The Franchisor

Legal entity
California Tortilla Group, Inc.
Incorporated in
Maryland
HQ
7825 Tuckerman Lane, Suite 214, Potomac, Maryland 20854
Auditor
Adeptus Partners, LLC
Audited financials
Franchisor revenue
$1.4M
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 California Tortilla unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $935,092
Franchisor take · royalty + ad fund
Royaltytyp 68%
%
Ad fundtyp 35%
%
Operating costs · category default: qsr
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $444K–$837K
Working capital
$
FDD reports $15K–$30K

Unlevered ROIC · per unit

21%

Below typical band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$140K
EBITDA margin
15.0%
Total invested
$663K
Payback
57 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 California Tortilla 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

California Tortilla franchisees operate quick-service restaurant locations specializing in customizable Mexican fare (burritos, tacos, bowls). Day-to-day operations include food prep, customer service, inventory management, staff scheduling, and local marketing to drive the $935K average annual revenue.

CEO
Robert A. Phillips
Founded
2003
FDD year
2025
States available
7

Item 7 · what it costs

The Vitals

Total investment
$444K – $837K
All-in to open one unit
Liquid capital
$15K – $30K
Cash you must have on hand
Franchise fee
$40K
Royalty
5.0%
Gross Sales · typical 6–8%
Ad fund
2.0%
typical 3–5%
Total fee load
7.0%
vs 9–13% typical
Payback period
5.0 yrs
From v3 / Item 19

Item 19

Financial Performance

Avg gross sales
$935K
Per unit, per year
Median gross sales
$869K
Item 19 type
Actual
Sample size
27 units
vs category median 37
Range (low → high)
$483K$2.0M
Cohort dispersion
Transparency
10 / 5
vs category median 4 / 5 · above
Revenue rank23th
vs Food & Beverage - Quick Service peers
Investment cost rank79th
Lower investment ranks lower (better)
Royalty rate rank14th
Lower royalty = lower percentile (better)
Unit count rank48th
vs Food & Beverage - Quick Service peers
Risk score rank61th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
27
Opened
0
Last reporting year
Closed
7
Turnover rate
25.9%
Company-owned
8
Corporate units in the system
% franchised
70%
vs corporate-owned
Net growth (yr3)
-34.5%
Net unit change last year
3-yr CAGR
-38.7%
Compounded over last 3 years
2023
19-7
Franchised units
2024
29
Franchised units
2025
31
Franchised units

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

Item 20 · 21 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 · 21 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
29
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

California Tortilla presents high risk due to catastrophic 34.5% unit decline, absence of financial performance data, false going concern status, and thin margins that may not support initial investment recovery.

Score breakdown · what drove the 64 / 100 rating

  1. 01MEDUnit count collapsed 34.5% YoY (27 units remaining) — severe system contraction indicating franchisee failures or brand decline
  2. 02MEDNo Item 19 (financial performance representations) disclosed — cannot verify if $935K avg revenue is achievable or representative
  3. 03HIGHGoing Concern = False suggests franchisor may lack financial stability or confidence in long-term viability
  4. 04MINORThin unit margins: $128.7K net income on $935K revenue (13.8% net margin) leaves minimal buffer for underperformance
  5. 05MINORHigh initial investment ($443.7K-$836.5K) relative to average net income ($128.7K) = 3.4-6.5 year payback before accounting for debt service
  6. 06HIGHNo litigation disclosed but massive unit decline suggests systemic operational or support failures not yet formalized

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
10 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
Maryland

Item 11

Training & Operations

Classroom training
37 hrs
On-the-job training
163 hrs
POS system
Par POS
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

46 numbers

Locked
(701) 328-••••
ND
(610) 992-••••
NJ
(804) 371-••••
VA

One-time purchase · CSV download · Validation questions included

FDD download

California Tortilla · FDD (2025) PDF

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