Bottom line
- Total investment $46K – $1.1M including a $30K franchise fee, 10.0% ongoing royalty.
- No Item 19 financial performance data disclosed — the franchisor chose not to publish revenue figures.
- Rated MODERATE with a risk score of 65/100.
- Auditor disclosed a going-concern note — flagged doubt about the franchisor's ability to continue operations. Verify against the latest FDD.
Item 1 · who you're contracting with
The Franchisor
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 Decimal unit return on the cash you put in?
Unlevered ROIC · per unit
14%
Below typical band (30–60%)
Overview
About
Franchisees operate professional accounting and advisory service firms, generating revenue through tax preparation, bookkeeping, financial consulting, and business advisory services. Daily operations involve client relationship management, technical accounting work, regulatory compliance, and service delivery across both accounting and advisory service lines.
Item 7 · what it costs
The Vitals
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
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 20 · 15 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).
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.
No SBA loan data available for this brand.
FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17
Risk & Legal
Early-stage accounting services franchise with single unit, no financial transparency, unprotected territory, and dual royalty structure creates high uncertainty around profitability and system viability.
Score breakdown · what drove the 65 / 100 rating
- 01MINOROnly 1 unit in system with unknown growth trajectory suggests brand is pre-revenue stage or contracting
- 02MINORNo average revenue or net income disclosure (Item 19) prevents realistic ROI assessment on $46k-$1.1M investment range
- 03MINORUnprotected territory creates direct competition risk and cannibalization potential with future franchisees
- 04MEDDual royalty structure (10% accounting + 5% advisory) on undisclosed revenue base makes profitability modeling impossible
- 05MINORExtreme investment range spread ($1M+ variance) indicates unclear unit economics or multiple business model variations
- 06MED10-year term with single unit and no disclosed system growth raises viability and franchisor commitment questions
Severity inferred from the FDD text · not a regulatory classification
FDD Items 5, 6, 12, 17 · continued from Risk & Legal
Contract & Territory Detail
Item 11
Training & Operations
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
16 numbers
One-time purchase · CSV download · Validation questions included
FDD download
Decimal · FDD (2025) PDF