FranchiseVerdict
ESTRELLA INSURANCE logo
FV-00876·STRONGExcellent91

Estrella Insurance

Business Services - Tax & FinancialFranchising since 2008Website
Investment
$12K – $84K
9th pct Tax & Financi…
Avg revenue
47th pct Tax & Financi…
Royalty
10.0%
9th pct Tax & Financi…
Units
219
74th pct Tax & Financi…
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $12K – $84K including a $25K franchise fee, 10.0% ongoing royalty.
  • No Item 19 financial performance data disclosed — the franchisor chose not to publish revenue figures.
  • Rated STRONG with a risk score of 53/100. SBA loan default rate of 0.0% across 18 loans (below the industry average).
  • System growing at 26.6% CAGR over 3 years with 219 total units — strong expansion trajectory.

Item 1 · who you're contracting with

The Franchisor

Legal entity
ESTRELLA FRANCHISING, LLC
Parent company
Confie Estrella, Inc.
Incorporated in
Florida
HQ
1801 SW 3rd Avenue, Miami, Florida 33129
Auditor
PAAST, P.L.
Audited financials
Franchisor revenue
$13.5M
vs $15.8M 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 ESTRELLA INSURANCE unit return on the cash you put in?

Revenue · per unit, per year
$
Item 19 not disclosed — typing your own estimate
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: $12K–$84K
Working capital
$
Item 7 didn't break this out — defaulted to ~10% of annual revenue

Unlevered ROIC · per unit

81%

Above typical band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$45K
EBITDA margin
6.0%
Total invested
$56K
Payback
15 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.

Overview

About

Franchisees operate independent insurance agencies under the Estrella brand, selling auto, home, and other insurance products primarily to Hispanic/Latino communities. Day-to-day operations include client acquisition, policy sales, renewals, customer service, and regulatory compliance. Revenue derives from insurance commissions, which are shared with Franchisor at 10–14% of net commissions earned.

CEO
Nicolas Estrella, Jr.
Founded
2023
FDD year
2025
States available
9

Item 7 · what it costs

The Vitals

Total investment
$12K – $84K
All-in to open one unit
Liquid capital
$0 – $15K
Cash you must have on hand
Franchise fee
$25K
Royalty
10.0%
Percentage of Net Commissions · typical 6–8%
Ad fund
7.0%
typical 3–5%
Total fee load
17.0%
vs 9–13% typical

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

Total units
219
Opened
17
Last reporting year
Closed
0
Turnover rate
0.0%
Company-owned
0
Corporate units in the system
% franchised
100%
vs corporate-owned
Net growth (yr3)
+6.8%
Net unit change last year
3-yr CAGR
+26.6%
Compounded over last 3 years
2023
219+14
Franchised units
2024
205
Franchised units
2025
173
Franchised units

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

Item 20 · 5 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 · 5 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
18
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

53
Risk · 0-100
STRONG53 / 100

Estrella Insurance presents caution-level risk due to undisclosed profitability metrics, active litigation from a material security breach, slow unit growth, and high commission-based royalties that lack transparency on franchisee viability.

Score breakdown · what drove the 53 / 100 rating

  1. 01HIGHActive class action litigation from January 2025 cybersecurity breach creates brand/customer trust risk and potential franchisor liability exposure
  2. 02MEDNo disclosed average revenue or net income (Item 19) prevents realistic ROI assessment; unable to validate the $12,250–$84,000 investment range generates adequate returns
  3. 03MINORSlow unit growth (6.8% YoY on 219 units = ~15 net new franchises) suggests market saturation, franchisee retention issues, or weak recruitment momentum
  4. 04MEDHigh royalty rate (10–14% of commissions) combined with undisclosed profitability creates cash flow uncertainty, especially for lower-volume locations
  5. 05MINORCybersecurity incident in a financial services brand (insurance) is reputationally damaging and may trigger regulatory scrutiny or customer churn

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
1
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
Florida

Item 11

Training & Operations

Classroom training
80 hrs
On-the-job training
160 hrs
POS system
Agency Management Software
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

11 numbers

Locked
(954) 556-••••
FL
(561) 410-••••
FL
(602) 347-••••
AZ

One-time purchase · CSV download · Validation questions included

FDD download

ESTRELLA INSURANCE · FDD (2025) PDF

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