FilterShine USA, Inc.Franchise Cost, Revenue & Review 2026
Data from FDD filing
FranchiseVerdict summary · 2026
A FilterShine USA, Inc. franchise requires a total initial investment of $195K – $275K, including a $50K franchise fee and an ongoing 5.0% royalty[2]. The 2023 FDD does not disclose unit-level revenue (no Item 19). Verdict grade: B. Run a live ROI scan →
Data last verified June 18, 2026 · figures per the 2023 FDD issuance
Overview
- Investment
- $195K – $275K
- 67th pct Cleaning & Ma…
- Avg gross sales
- N/A
- 56th pct Cleaning & Ma…
- Royalty
- 5.0%
- 6th pct Cleaning & Ma…
- Units
- 28
- 33rd pct Cleaning & Ma…
- SBA default
- N/A
Quick verdict · Cleaning & Maintenance · color = vs category peers
Green = >15% above Cleaning & Maintenance avg · No shading = within ±15% · Red = >15% below avg · Source: FDD filings + SBA 7(a)
Data from public FDD filings and SBA records. Not financial advice. Methodology
Started franchising in 2023. Newer systems carry more uncertainty but may offer better territories.
The system grew 33% year-over-year. Fast growth means demand, but can strain support.
Bottom line
- Total investment $195K – $275K including a $50K franchise fee, 5.0% ongoing royalty.
- No Item 19 financial performance data disclosed. The franchisor chose not to publish revenue figures.
- Verdict B (Above Average) with a risk score of 58/100.
- Bankruptcy history disclosed in the FDD. Review Item 4 for details before proceeding.
Item 1 · who you're contracting with
The Franchisor
- Legal entity
- FilterShine USA, Inc.
- Predecessor
- and is an affiliate
- Prior franchisor entity
- Incorporated in
- DE
- HQ
- 1501 Commerce Drive, Elgin Illinois 60123
Affiliated brands
- and of our predecessor is P
Other brands the franchisor or its parent operates (Item 1).
Overview
About
FilterShine franchisees operate a water filtration system service business, likely involving installation, maintenance, and replacement of filters for residential or commercial clients. Daily operations typically include customer service calls, on-site filter replacements, system inspections, and account management to retain recurring revenue streams.
- CEO
- Jason Wellman
- Founded
- 2023
- FDD year
- 2023
- States available
- 0
FDD Item 7 · 2023 filing · 11 line items
Initial investment breakdown
| Line item | Low | High | |
|---|---|---|---|
| Initial Franchise Feenot refundable | $50K | $50K | |
| Real Estate/Storage Unit | $18K | $60K | |
| Utility Deposits | — | — | |
| Office Equipment/Supplies | — | — | |
| Service Tools, Equipment and Operational Cost (AEE) | $150K | $225K | |
| Computer & Software | — | — | |
| Webpage Creationnot refundable | — | — | |
| Training | — | — | |
| Vehicle | — | — | |
| Signage | — | — | |
| Insurance | — | — | |
| Total initial investment | $218K | $335K |
Line items extracted from FDD Item 7. Ranges reflect the franchisor's stated low and high per line. Total is the sum of line-item lows / highs — actual costs may fall outside this range depending on market and build-out scope.
Item 7 · what it costs to open + operate
The Vitals
- Total investment
- $195K – $275K
- Below avg, review vs category
- Liquid capital req'd
- $80K – $80K
- Below avg, review vs category
- Franchise fee
- $50K – $50K
- Near category avg vs category
- Royalty
- 5.0%
- Gross Sales · typical 6–8%
- Ad fund
- 1.0%
- typical 3–5%
- Total fee load
- 6.0%
- vs 9–13% typical
Ongoing fees · Item 6
| Fee | Amount |
|---|---|
| Royalty | 5.0% of gross sales |
| Marketing / ad fund | 1.0% of gross sales |
| Transfer fee | $15K |
| Total fee load | 6.0% of rev |
Financial Performance
This franchisor did not disclose financial performance representations in Item 19, or our extractor could not parse them.
vs Cleaning & Maintenance averages
How FilterShine USA, Inc. Compares
Unit growth
Item 20 · unit dynamics
The Growth Chart
- Total units
- 28
- Opened
- 12
- 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)
- +33.3%
- Net unit change last year
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Fast growth in a small system. Newer franchisors expanding quickly may not yet have the support infrastructure of larger systems.
SBA loan performance
Government records
SBA Loan Data
Aggregated from SBA 7(a) and 504 loan disclosures, public data unique to FranchiseVerdict.
No SBA loan data available for this brand.
Risk analysis
FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17
Risk & Legal
Going concern status combined with undisclosed financials and small system size presents significant profitability and corporate stability risks that cannot be adequately mitigated.
Litigation (Item 3)
0 case reference(s): 0 pending, 0 settled.
Bankruptcy (Item 4)
Disclosed in last 7 years
Bankruptcy No person previously identified in Items 1 or 2 of this Franchise Disclosure Document has been involved as a debtor in proceedings under the US Bankruptcy Code required to be disclosed in this Item. FilterShine USA Inc. FRANCHISE DISCLOSURE 13 [This Page Intentionally Left Blank] FilterSh
Audited financials (Item 21)
No audited financials on file
Supplier relationship · Items 8 & 16
- Franchisor sells you products: No
- Must buy proprietary products: No
- Restricted to system-approved products: No
Score breakdown · what drove the 58 / 100 rating
- 01HIGHGoing Concern designation indicates material financial instability at corporate level
- 02MEDNo disclosed average revenue or net income (Item 19 missing) — impossible to assess profitability
- 03MINORFranchise fee ($50K) plus investment ($195K-$275K) is substantial relative to unknown returns
- 04MINORSmall unit base (28 units) limits system stability and support infrastructure
- 05MINOR33.3% YoY growth is positive but could mask recent contraction or be inflated by low baseline
Severity inferred from the FDD text · not a regulatory classification
FDD Items 5, 6, 12, 17 · continued from Risk & Legal
Contract & Territory Detail
| Initial term | 5 years |
|---|---|
| Renewal term | 5 years |
| Allowed renewalsℹ | 4 |
| Territory type | population based |
| Protected territory | Yes |
| Online sales rights | Restricted |
| Franchisor can compete | Yes |
| Hire a manager? | Allowed |
| Owner-operator | Required |
| Non-compete (years)ℹ | 3 years |
| Right of first refusalℹ | Yes |
| Termination notice | 180 days |
| Termination groundsℹ | 1 |
| Curable defaultsℹ | 1 |
| Mandatory arbitration | Yes |
| Governing law | Delaware |
| Litigation count | 0 |
View Item 3 litigation summary
0 case reference(s): 0 pending, 0 settled.
Items 10, 11
Training & Operations
- Classroom training
- 59 hrs
- On-the-job training
- 32 hrs
- Training location
- Ohio, Pennsylvania or another location of franchisor's choosing
- Franchisor financing
- Offered
- Item 10
- POS system
- QuickBooks
- Operating tech stack
Items 5 & 11
Franchisor Support
Technology: QuickBooks
Frequently asked questions
Frequently Asked Questions
How much does it cost to open a FilterShine USA, Inc. franchise?
The total investment to open a FilterShine USA, Inc. franchise ranges from $195K – $275K, with an initial franchise fee of $50K. This includes real estate, equipment, inventory, and working capital as disclosed in their Franchise Disclosure Document (FDD).
What do FilterShine USA, Inc. franchise owners earn?
FilterShine USA, Inc. does not disclose average franchise owner earnings in their FDD Item 19. Not all franchisors are required to make financial performance representations. We recommend asking existing franchisees directly about their financial experience.
What is FilterShine USA, Inc.'s franchise failure rate?
SBA 7(a) loan charge-off data is not available for FilterShine USA, Inc. (fewer than 10 loans on file). Charge-off rates are one way to gauge franchise risk, but not all franchise loans go through the SBA program. We recommend reviewing turnover and closure data in the FDD and speaking with current franchisees.
How many FilterShine USA, Inc. franchise locations are there?
As of their most recent FDD filing, FilterShine USA, Inc. has 28 total units in the United States, including 0 franchised units and 0 company-owned units. 12 new units were opened in the latest reporting year.
Is FilterShine USA, Inc. a good franchise to buy?
FranchiseVerdict rates FilterShine USA, Inc. as a B-grade franchise with a risk score of 58 out of 100, based on our analysis of investment costs, revenue data, SBA loan performance, and growth trends. Our rating is based solely on publicly available FDD and government data; we recommend speaking with current franchisees before making any investment decision. This is not investment advice.
Data sourced from public FDD filings and SBA 7(a) FOIA records. Not financial advice.
For franchisors
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Data extracted from public FDD filings and SBA 7(a) loan disclosures (FOIA). This information is provided for research purposes only and does not constitute financial, legal, or investment advice. Verify all figures with the franchisor's current Franchise Disclosure Document before making any investment decision.