Intelligent Assistant Franchise Cost, Revenue & Review 2026
- Investment
- $168K – $395K
- Disclosed sales
- partial, no system average
- SBA charge-off
- Not SBA-matched
Data from FDD filing
Analysis by FranchiseVerdict Research · Methodology
Intelligent Assistant, part of United Franchise Group, is a business services franchise offering virtual office and communications solutions like virtual receptionists and office support. Franchisees run local centers, managing client accounts and services.
FranchiseVerdict summary · 2026
A Intelligent Assistant franchise requires a total initial investment of $168K – $395K, including a $50K franchise fee and an ongoing 6.0% royalty[2]. The 2025 FDD on file does not yield a unit-revenue figure we can publish. FranchiseVerdict grade: C (Average), an editorial assessment, not investment advice. Run a live ROI scan →
Limited operating history: franchising since 2025. A system this young has fewer than three years of Item 20 outlet history and rarely enough SBA loans for a charge-off rate, so its grade rests on less evidence than an established system's. Read its Item 20 tables and talk to its first franchisees before relying on the grade. Other new franchisors
Sources, dates and evidence
FDD issued: · Data extracted: · Last cited check: · Staleness risk: medium - issued 12 to 24 months ago; a newer filing is likely on file
Evidence: strong✓ Investment (Item 7)✓ Item 19 status✓ Units and owners (Item 20)✗ SBA loan coverage✓ Litigation (Item 3)✓ Financial statements (Item 21)✓ Franchisor identityhow this is scored3 of 4 headline figures on this page cite a page of the filing; the rest are marked “Not cited” beside the figure.
Overview
- Investment
- $168K – $395K
- 16th pct Personal Care…
- Avg gross sales
- N/A
- Per franchisee, not per outletCompany-owned only
- Royalty
- 6.0%
- 12th pct Personal Care…
- Units
- 0
- 0th pct Personal Care…
- SBA charge-off
- N/A
Quick verdict · Personal Care & Beauty · color = vs category peers
Green = favorable by >10% vs Personal Care & Beauty median · No shading = within ±10% · Red = unfavorable by >10% · Source: FDD filings + SBA 7(a)
Data from public FDD filings and SBA records. Not financial advice. Methodology
Bottom line
- COSTTotal investment $168K – $395K including a $50K franchise fee, 6.0% ongoing royalty.
- RETURNSThe 22 figures in Item 19 are owners of the parent's Intelligent Office network, a different brand, so no outlet revenue is published for this system.
- RISKVerdict C (Average), verdict score 39/100 (higher is better).
- GROWTHFlat: no net change in franchised outlets in the latest year (0 opened, 0 closed) (Item 20).
- DATAItem 19 reports outlet revenue, but not in a form that yields a per-outlet average we can compare across brands. Ask franchisees directly for full unit-level revenue.
Item 1 · who you're contracting with
The Franchisor
Corporate structure & franchisor financials
- Legal entity
- IA Franchising, LLC
- Parent company
- IO Franchising, LLC
- FDD Item 1, page 13 of the 2025 FDD
- Ultimate parent
- United Franchise Group
- FDD Item 1, page 13 of the 2025 FDD
- Incorporated in
- FL
- HQ
- 2121 Vista Parkway, West Palm Beach, FL 33411
- Auditor
- Milbery & Kesselman, CPAs, LLC
- Audited financials
Same owner · FDD Item 1, page 13
8 other brands on this site name United Franchise Group as parent or ultimate parent in their own FDD.
- Black Optix TintB
- Cannoli Kitchen PizzaD
- Exit FactorB
- Graze CrazeB
- Office EvolutionB
- SignaramaC
- The Great Greek Mediterranean GrillB
- Transworld Business AdvisorsA
Grouped by the owner's name as each filing prints it (this page: the 2025 FDD). Spelling variants of the same group may be listed apart; a brand is never grouped with an owner its filing does not name.
Overview
About
- CEO
- Ray Titus
- Headquarters
- FL
- Founded
- 2025
- FDD year
- 2025
- States available
- 0
Can you afford it, and what does the money buy?
Entry cost runs 30% below the typical personal care & beauty franchise.
Source: FDD 2025 · Items 5–7
Full Item 7 breakdown15 line items
Initial investment breakdown
| Line item | Low | High | |
|---|---|---|---|
| Initial Franchise Feenot refundable | $50K | $50K | |
| DSS Feenot refundable | $3K | $3K | |
| Professional Fees and Other Legal Fees | $6K | $13K | |
| Leasehold Improvements/Low Voltage Data Cabling/Access Control | $0 | $60K | |
| Architectural Services | $0 | $15K | |
| Designated Furniture, Fixture & Equipment (FF&E)not refundable | $50K | $75K | |
| Initial Marketing Launchnot refundable | $35K | $55K | |
| OJT (On the Job Training) | $4K | $5K | |
| Grand Opening Event | $4K | $5K | |
| Office And Kitchen Supplies | $500 | $1K | |
| Pre-Opening Staff, Salaries, Travel, Accommodations, Transportation and Meals During Training | $5K | $15K | |
| Third-Party Specific Location Analysis | $1K | $4K | |
| Insurance Deposits and Premiums | $2K | $10K | |
| Site Lease Deposit | $0 | $36K | |
| Additional Funds (0-6 Months) | $10K | $50K | |
| Total initial investment | $168K | $395K |
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
- $168K – $395K
- Top 40% of category vs category
- Liquid capital req'd
- $10K – $50K
- Top 40% of category vs category
- Franchise fee
- $50K – $50K
- Top 40% of category vs category
- Royalty
- 6.0%
- Set by a formula · typical 6–8%
- Ad fund
- $2,500 flat per month (adjusted for inflation annually up…
- Total fee load
- 6.0%
- vs 9–13% typical
Ongoing fees · Item 6
| Fee | Amount |
|---|---|
| Royalty | 6.0% of gross sales |
| Technology fee | $2K |
| Training fee | $500 |
| Transfer fee | $25K |
| Renewal fee | $3K |
| Total fee load | 6.0% of rev |
What do units actually make?
Source: FDD 2025 · Item 19
ROI & LBO modelsSingle-unit · 25-unit portfolio · editable
No Item 19 revenue figure for Intelligent Assistant is on file. The return models need a revenue figure to start from, and the operating costs that turn gross sales into a profit are in no FDD. Enter your own and the calculator runs on your assumptions — nothing here is modelled until you do.
Returns model · single-unit ROIC
What would one Intelligent Assistant unit return on the cash you put in?
Illustrative category typicals — not sourced to any filing, survey or sample. Replace them with figures from franchisee validation calls before you rely on the output.
Unlevered ROIC · per unit
Your modelled return on total invested capital, before any debt financing.
—
An FDD discloses gross sales, not profit. We hold no sourced figure for annual revenue, ad fund rate, COGS, labour, rent / occupancy and other operating costs, and will not substitute an assumed one. Enter your own and the model runs on your assumptions.
These models are for research and scenario planning only. Not investment advice. Actual results depend on your specific location, management, and market conditions. Consult a franchise attorney and accountant before signing any franchise agreement.
Item 19 · Source: 2025 FDD
Financial Performance
The 22 figures in Item 19 are owners of the parent's Intelligent Office network, a different brand, so no outlet revenue is published for this system.
Averaged per franchisee, not per outlet - not comparable with per-outlet figures
Company-owned outlets only - not franchisee performance
- Item 19 type
- affiliate gross revenues
- Sample size
- 22 franchisees
- vs category median 38
- Reporting year
- 2024
- Fiscal year the figures cover
- Source filing
- FDD 2025
- Disclosed in the 2025 filing, covering 2024
- Transparency
- 3 / 10
- vs category median 4 / 10 · below
Compared against 177 Personal Care & Beauty brands
Operator outlook
What the numbers say
Data-driven interpretation of this brand's financial disclosures, fee structure, and system trajectory.
Fee burden
Total ongoing fee load of 6.0% — below the Personal Care & Beauty median of 7.9%.
Disclosure
Item 19 reports outlet revenue, but not in a form that yields a per-outlet average we can compare across brands.
Multi-unit rate
Only 1% of franchisees own multiple units. Could indicate challenging economics or a young system where operators haven't had time to expand.
Source: FDD Item 19 financial performance representations and publicly filed FDD data. Past performance is not indicative of future results. Verify all figures with the franchisor and current franchisees before making any investment decision.
vs Personal Care & Beauty medians
How Intelligent Assistant Compares
Per franchisee, not per outlet - the category median is per-outlet only, so no comparison is shown
Category median of published Personal Care & Beauty brands that report the figure; the middle half spans the 25th to 75th percentile and n counts the brands behind it. Medians are used because a few very large systems pull an average far from the typical brand. Revenue is disclosed gross sales, not profit.
Is the system healthy?
Source: FDD 2025 · Item 20
Unit growth
Item 20 · unit dynamics
The Growth Chart
- Total units
- 0
- Opened
- 0
- Last reporting year
- Closed
- 0
- Terminated
- 0
- Franchisor ended the franchise (per Item 20)
- Non-renewed
- 0
- Term expired, not renewed (per Item 20)
- Company-owned
- 0
- Corporate units in the system
- Multi-unit owners
- 1.0%
Last fiscal year · Item 20 exits and transfers
- Terminated
- 0
- Not renewed
- 0
- Transferred
- 0
- Reacquired
- 0
- Franchisor bought back
- Signed, not yet open
- 0
- Item 20 Table 5
- Projected new
- 0
- Franchisor's next-year forecast
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Where the owners are · Item 20 owner list
1 current owner across 1 state.
- FL 1
Counts only, from the list the franchisor prints in Item 20. Names and phone numbers are for your own due diligence and are not shown here.
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.
What could kill this investment?
Source: SBA 7(a) FOIA · FDD Items 3, 21
Risk analysis
FranchiseVerdict rating + FDD Items 3, 4, 8, 16, 21
Risk & Legal
Litigation (Item 3)
Subject: officers or affiliates. The franchisor is not a named party in these cases.
Item 3 discloses no pending litigation against IA Franchising. However, restrictive orders against affiliates: (1) FTC injunction against Signarama/Speedy Sign-A-Rama (1998) re earnings misrepresentations; (2) Signarama Maryland consent order (1996) re unregistered sales; (3) TGG/GCZ California consent orders (2021-2022) re unregistered franchise sales and pre-opening fee collection violations. No bankruptcy disclosed in Item 4.
Bankruptcy (Item 4)
None disclosed
Audited financials (Item 21)
Yes · Milbery & Kesselman, CPAs, LLC
Franchisor revenue (Item 21)
Franchisor entity revenue (not unit-level)
The filing states there are no Intelligent Assistant centers operating at issuance. The 22 figures in Item 19 are owners of the parent's Intelligent Office network, a different brand, so no outlet revenue is published for this system. Audited financials for the period ended July 1, 2025 (entity formed May 1, 2025). No operating revenue; member contributed $100,000 cash (held as related-party loan receivable). Less than 3 years in business, so only a single-period statement is provided.
ⓘ These are the parent company's consolidated financials (the parent guarantees the franchisor), not this brand's standalone results — the figure reflects the whole corporate group, not this brand alone.
Supplier relationship · Items 8 & 16
- Franchisor sells you products: Yes
- Must buy proprietary products: Yes
- Restricted to system-approved products: Yes
Score breakdown · what drove the 39 / 100 verdict
- 01HIGHExtensive litigation history spanning 29 years (1993 FTC injunction, Maryland 1996, California 2021 & 2022) suggests chronic compliance issues with franchise sales practices and potential predatory patterns
- 02MEDZero disclosed franchise units with unknown growth trajectory — impossible to validate system health, franchisee success rates, or market viability
- 03MINORNo average net income disclosure violates Item 19 transparency standards and prevents ROI validation on $168k-$395k investment
- 04MEDHigh royalty burden (greater of 6% or $500-$1,000/month minimum) with undisclosed average revenues makes profitability unpredictable
- 05HIGH35-year term is unusually long and locks franchisees into relationship with litigation-prone franchisor for over 3 decades
- 06MINORFranchise fee ($49,500) represents 29-30% of minimum investment, suggesting franchisor revenue-dependent on recruitment rather than franchisee success
Severity inferred from the FDD text · not a regulatory classification
What are you signing up for?
Ongoing fees run about 6.0% of sales (royalty + ad fund), before rent and labor.
Source: FDD 2025 · Items 11, 12, 17
FDD Items 12, 15, 17 · continued from Risk & Legal
Contract & Territory Detail
| Initial term | 35 years |
|---|---|
| Renewal term | 35 years |
| Allowed renewalsℹ | 1 |
| Territory type | Protected territory |
| Protected territory | Yes |
| Exclusive territoryℹ | No |
| Online sales rights | Restricted |
| Franchisor can compete | Yes |
| Hire a manager? | Not allowed |
| Owner-operator | Required |
| Non-compete (years)ℹ | 2 years |
| Non-compete (miles)ℹ | 10 mi |
| Right of first refusalℹ | Yes |
| Transfer requires consent | Yes |
| Termination notice | 30 days |
| Mandatory arbitration | Yes |
| Arbitration location | West Palm Beach (Palm Beach County), Florida |
| Jury trial waiver | Yes |
| Governing law | FL |
| Litigation count | 3 |
View Item 3 litigation summary
Item 3 discloses no pending litigation against IA Franchising. However, restrictive orders against affiliates: (1) FTC injunction against Signarama/Speedy Sign-A-Rama (1998) re earnings misrepresentations; (2) Signarama Maryland consent order (1996) re unregistered sales; (3) TGG/GCZ California consent orders (2021-2022) re unregistered franchise sales and pre-opening fee collection violations. No bankruptcy disclosed in Item 4.
Items 10, 11
Training & Operations
- Classroom training
- 32 hrs
- On-the-job training
- 40 hrs
- Training location
- West Palm Beach, FL (or virtual)
- Ongoing training
- Required
- Field support
- 60 hrs/yr
- On-site visits per year
- Site selection
- Franchisee selects, franchisor must approve; franchisor provides site selection counseling
- Franchisor financing
- Not offered
- Item 10
- POS system
- Yardi Kube
- Operating tech stack
Items 5 & 11
Franchisor Support
Technology: Yardi Kube
Item 20 · call current owners
Franchisee Contacts
1 owners to call
Name · phone · city · state. Extracted from FDD Item 20
Frequently asked questions
Frequently Asked Questions
How much does it cost to open a Intelligent Assistant franchise?
The total investment to open a Intelligent Assistant franchise ranges from $168K – $395K, 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 Intelligent Assistant franchise owners earn?
Item 19 of the Intelligent Assistant FDD discloses figures for part of the system but no single average across all outlets. These are gross sales figures, not profit; the Revenue section shows what the filing reports and on what basis. Item 20 of the FDD lists current and former franchisees; asking them directly is the standard way to fill this gap.
Who owns Intelligent Assistant?
Intelligent Assistant is franchised by IA Franchising, LLC. Its parent company is IO Franchising, LLC. The ultimate parent named in the FDD is United Franchise Group. Source: FDD Item 1, 2025 filing.
What is Item 19 in the Intelligent Assistant FDD?
The FDD section where a franchisor may disclose financial performance of its outlets. Disclosure is optional and formats vary; figures are typically gross sales, which is revenue before expenses, not profit. FranchiseVerdict extracts these figures directly from the Intelligent Assistant FDD and qualifies whose outlets they describe.
What is Intelligent Assistant's franchise failure rate?
SBA 7(a) loan charge-off data is not available for Intelligent Assistant (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.
Is Intelligent Assistant a good franchise to buy?
FranchiseVerdict rates Intelligent Assistant as a C-grade franchise with a verdict score of 39 out of 100 (higher is better). The grade is a deterministic score built from six weighted dimensions — financial health, unit economics, unit growth, scale, legal, and transparency — then calibrated against SBA loan charge-off rates and FDD age. Transparency is one of the six, so a filing that discloses less scores lower on that dimension than one that discloses more. 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.