FranchiseVerdict
Costa Vida Fresh Mexican Grill logo
FV-00637·MODERATEExcellent91

Costa Vida Fresh Mexican Grill

Formerly known as CVM (Commercial Vehicle Maintenance)

Food & Beverage - Full ServiceFranchising since 2004Website
Investment
$660K – $1.3M
77th pct Full Service
Avg revenue
$2.1M
43rd pct Full Service
Royalty
6.0%
54th pct Full Service
Units
91
81st pct Full Service
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $660K – $1.3M including a $30K franchise fee, 6.0% ongoing royalty.
  • Average unit revenue of $2.1M/year (median $1.9M).
  • Rated MODERATE with a risk score of 55/100. SBA loan default rate of 0.0% across 13 loans (below the industry average).
  • System contracting at -14.0% 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
Costa Vida Management, LLC
Parent company
CV Holdings, LC
Incorporated in
Utah
HQ
1333 S. Valley Grove Way, Suite 500, Pleasant Grove, UT 84042
Auditor
G&S Certified Public Accountants
Audited financials
Franchisor revenue
$10.7M
vs $11.8M 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 Costa Vida Fresh Mexican Grill unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $2,083,886
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: $660K–$1.3M
Working capital
$
FDD reports $50K–$100K

Unlevered ROIC · per unit

30%

Below typical band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$313K
EBITDA margin
15.0%
Total invested
$1.1M
Payback
40 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 Costa Vida Fresh Mexican Grill units return on equity?

Edit assumptions

Equity IRR · 5-yr

32.2%

4.04× MOIC

Year-1 DSCR

2.51×

EBITDA ÷ debt service

Equity required

$6.7M

on $16.7M purchase

Total debt

$10.0M

SBA $5.0M + senior + seller note

SBA 7(a) request ($8.3M) exceeds the $5M program cap. Excess capped automatically; backfill via conventional or equity.

Overview

About

Franchisees operate quick-service Mexican grill restaurants featuring customizable bowls, burritos, and tacos. Day-to-day operations include food preparation, inventory management, staff scheduling, and customer service in a fast-casual format with average unit volumes around $2.08M annually.

CEO
Sean Collins
Founded
2009
FDD year
2024
States available
14

Item 7 · what it costs

The Vitals

Total investment
$660K – $1.3M
All-in to open one unit
Liquid capital
$50K – $100K
Cash you must have on hand
Franchise fee
$30K
Royalty
6.0%
Percentage of weekly Net Sales · typical 6–8%
Ad fund
2.0%
typical 3–5%
Total fee load
8.3%
vs 9–13% typical

Item 19

Financial Performance

Avg gross sales
$2.1M
Per unit, per year
Median gross sales
$1.9M
Item 19 type
Average performance (Unit Volume and EBITDAR) for 81 Restaurants
Sample size
81 units
vs category median 15 · large
Range (low → high)
$802K$4.4M
Cohort dispersion
Transparency
7 / 5
vs category median 4 / 5 · above
Revenue rank43th
vs Food & Beverage - Full Service peers
Investment cost rank77th
Lower investment ranks lower (better)
Royalty rate rank54th
Lower royalty = lower percentile (better)
Unit count rank81th
vs Food & Beverage - Full Service peers
Risk score rank30th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
91
Opened
1
Last reporting year
Closed
3
Turnover rate
3.3%
Company-owned
42
Corporate units in the system
% franchised
54%
vs corporate-owned
Net growth (yr3)
-12.5%
Net unit change last year
3-yr CAGR
-14.0%
Compounded over last 3 years
2022
49-7
Franchised units
2023
56
Franchised units
2024
57
Franchised units

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

Item 20 · 30 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 · 30 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
13
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

55
Risk · 0-100
MODERATE55 / 100

Costa Vida shows meaningful caution signals: contracting unit base (-12.5% YoY), opaque profitability metrics, and high capital requirements that cannot be validated against actual franchisee earnings.

Score breakdown · what drove the 55 / 100 rating

  1. 01MEDUnit count declined 12.5% YoY (91 units) indicating system contraction and potential franchisee struggles
  2. 02MEDNet income not disclosed in Item 19 — unable to validate actual profitability despite $2.08M avg revenue
  3. 03MEDHigh capital requirement ($659.5K–$1.3M) combined with undisclosed margins creates ROI uncertainty
  4. 04HIGHNo going concern statement is positive, but lack of financial transparency raises questions about system health
  5. 05MINOR6% royalty on weekly sales is standard but only sustainable if net margins support it

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
Granted
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
Utah

Item 11

Training & Operations

Classroom training
57 hrs
On-the-job training
490 hrs
POS system
Standard POS 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

84 numbers

Locked
(801) 773-••••
UT
(775) 825-••••
NV
(816) 525-••••
MO

One-time purchase · CSV download · Validation questions included

FDD download

Costa Vida Fresh Mexican Grill · FDD (2024) PDF

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