FranchiseVerdict
Ervexia Occupational Health logo
FV-00871·MODERATEExcellent91

Ervexia Occupational Health

Formerly known as United Occupational Medicine

Health & Wellness - OtherFranchising since 2024Website
Investment
$56K – $213K
10th pct Other
Avg revenue
$893K
34th pct Other
Royalty
8.0%
59th pct Other
Units
3
14th pct Other
SBA default

Bottom line

  • Total investment $56K – $213K including a $45K franchise fee, 8.0% ongoing royalty.
  • Average unit revenue of $893K/year (median $435K).
  • Rated MODERATE with a risk score of 67/100.
  • Emerging franchise — only 2 years of franchising with 3 units. Early-stage systems carry higher risk but may offer better territory availability.

Item 1 · who you're contracting with

The Franchisor

Legal entity
United Occupational Medicine, LLC
Incorporated in
Arizona
HQ
7047 E. Greenway Pkwy #250, Scottsdale, Arizona 85254
Auditor
CliftonLarsonAllen LLP
Audited financials
Franchisor revenue
$3K
vs $5K 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 Ervexia Occupational Health unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $892,824
Franchisor take · royalty + ad fund
Royaltytyp 68%
%
Ad fundtyp 35%
%
Operating costs · category default: personal services
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $56K–$213K
Working capital
$
Item 7 didn't break this out — defaulted to ~10% of annual revenue

Unlevered ROIC · per unit

118%

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
$170K
EBITDA margin
19.0%
Total invested
$144K
Payback
10 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 Ervexia Occupational Health units return on equity?

Edit assumptions

Equity IRR · 5-yr

45.7%

6.56× MOIC

Year-1 DSCR

1.96×

EBITDA ÷ debt service

Equity required

$2.5M

on $10.7M purchase

Total debt

$8.2M

SBA $5.0M + senior + seller note

SBA 7(a) request ($5.4M) exceeds the $5M program cap. Excess capped automatically; backfill via conventional or equity.

Overview

About

Franchisees operate occupational health clinics providing on-site or clinic-based employee wellness services, occupational medicine, and workplace health screening. Day-to-day operations include managing medical staff, scheduling client companies' health services, conducting screenings/vaccinations, maintaining OSHA/regulatory compliance, and handling client billing and medical records.

CEO
Matt Hale
Founded
2023
FDD year
2026
States available
1

Item 7 · what it costs

The Vitals

Total investment
$56K – $213K
All-in to open one unit
Liquid capital
$0 – $19K
Cash you must have on hand
Franchise fee
$45K
Royalty
8.0%
Gross Revenues · typical 6–8%
Ad fund
n/d
Total fee load
8.0%
vs 9–13% typical

Item 19

Financial Performance

Avg gross sales
$893K
Per unit, per year
Median gross sales
$435K
Item 19 type
Clinic Gross Revenue
Sample size
3 units
vs category median 12 · small
Range (low → high)
$92K$2.2M
Cohort dispersion
Transparency
4 / 5
vs category median 4 / 5 · typical
Revenue rank34th
vs Health & Wellness - Other peers
Investment cost rank10th
Lower investment ranks lower (better)
Royalty rate rank59th
Lower royalty = lower percentile (better)
Unit count rank14th
vs Health & Wellness - Other peers
Risk score rank80th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
3
Opened
0
Last reporting year
Closed
1
Turnover rate
33.3%
Company-owned
2
Corporate units in the system
% franchised
33%
vs corporate-owned
Net growth (yr3)
-50.0%
Net unit change last year
2024
1-1
Franchised units
2025
2
Franchised units
2026
0
Franchised units

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).

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 · 15 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.

No SBA loan data available for this brand.

FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17

Risk & Legal

67
Risk · 0-100
MODERATE67 / 100

Ervexia's collapsing unit base (down 50% YoY), non-going-concern status, and undisclosed profitability despite high investment create extreme risk of franchise system failure and franchisee capital loss.

Score breakdown · what drove the 67 / 100 rating

  1. 01MINORSystem collapsed 50% YoY (3 units remaining) indicating severe franchisee failure or franchisor distress
  2. 02HIGHGoing Concern = False suggests parent company financial instability or inability to support franchise system
  3. 03MEDNet Income not disclosed despite $892K avg revenue — likely unprofitable or hiding poor unit economics
  4. 04MINORHigh initial investment ($56-213K) + 8% royalty with only 3 units creates survivorship bias and unproven scalability
  5. 05HIGHNo litigation disclosed but system contraction suggests potential unresolved franchisee disputes or product/liability issues

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, zip codes, or fixed geographical boundaries
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
No
Jury trial waiver
Yes
Non-compete
2 yrs
Post-termination restriction
Owner-operator
Optional
Governing law
Arizona

Item 11

Training & Operations

Classroom training
24 hrs
On-the-job training
0 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

15 numbers

Locked
(202) 326-••••
DC
(360) 902-••••
WA
(217) 782-••••
IL

One-time purchase · CSV download · Validation questions included

FDD download

Ervexia Occupational Health · FDD (2026) PDF

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