Skip to main content
FranchiseVerdict
Intelligent Assistant logo

Intelligent Assistant Franchise Cost, Revenue & Review 2026

Personal Care & BeautyFLFranchising since 2025
CAverageAverage39/100Editorial grade from public filings; not investment advice.
Investment
$168K – $395K
Disclosed sales
partial, no system average
SBA charge-off
Not SBA-matched

Investment, fees, disclosed sales, units, SBA record and risk, as one PDF. Free; no spam; one click to unsubscribe.

FV-01298FDD 2025Data QualityStandard76%Pre-opening
Owner-operator requiredYes: Protected territory

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

Total Investment
$168K – $395K
Median $402K
below median ↓, better than category
Franchise Fee
$50K – $50K
Median $45K
above median ↑, worse than category
Liquid Capital Req'd
$10K – $50K
Median $34K
below median ↓, better than category
Avg Revenue
Partial, no system average
No system average in Item 19
Royalty Rate
6.0%
Median 6.0%
near median
Ongoing Fees
6.0% of rev
Median 7.9%
below median ↓, better than category
SBA Charge-Off Rate
Not SBA-matched
Not matched to SBA 7(a) loans
System Size
0 units
Median 40 units
below median ↓, worse than category
Territory
Protected, not exclusive
Limits on the franchisor opening nearby; not an exclusive zone
Owner-Operator
Required
You must run it yourself
Litigation
3 cases
Some history

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.

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.

Total investment (Item 7)$168K – $395KCited, not corroborated — printed on page 30 of the 2025 FDD (Item 7). Nothing else in our record independently restates or re-derives it.
Franchise fee$49,500Verified — printed on page 22 of the 2025 FDD (Item 5), and another item of the same filing prints the same figure on a labelled row, which is an independent restatement.
Royalty6.0%Not cited — published from our reading of the franchisor's disclosure document; the page it is printed on has not been located.
Ad fundNot extracted
Working capital$10K – $50K

Source: FDD 2025 · Items 5–7

Full Item 7 breakdown15 line items

Initial investment breakdown

Item 7 initial investment line items
Line itemLowHigh
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

Intelligent Assistant: Item 6 recurring fees
FeeAmount
Royalty6.0% of gross sales
Technology fee$2K
Training fee$500
Transfer fee$25K
Renewal fee$3K
Total fee load6.0% of rev

What do units actually make?

Avg gross salesNot extracted
Median gross salesNot extracted
Item 19 typeaffiliate gross revenues
Sample size22 franchisees

Source: FDD 2025 · Item 19

ROI & LBO modelsSingle-unit · 25-unit portfolio · editable
Blue values = direct from FDD (Item 7 investment, Item 19 revenue, Item 6 fees)Not set = no filing supplies it and we will not substitute one. Enter your own

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?

From FDDNot set — you supply itYou overrode an FDD value
Revenue · per unit, per yearnot set
Item 19 not disclosed. Enter your own revenue assumption
Franchisor take · royalty + ad fundFDD
typ 6–8%
typ 3–5%
Operating costs · not in any FDDnot set

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.

Total invested capital · what you put in to openFDD
FDD Item 7: $168K–$395K (midpoint used)
FDD reports $10K–$50K

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.


Store EBITDA · annual
—
EBITDA margin
—
Total invested
$312K
Payback
—
Single-unit 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 point.

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
Gross sales rank
No comparison data
Investment cost rank16th
Lower investment ranks lower (better)
Royalty rate rank12th
Lower royalty = lower percentile (better)
Unit count rank0th
vs Personal Care & Beauty peers
Risk score rank81th
Lower risk = lower percentile (better)

Compared against 177 Personal Care & Beauty brands

Showing the headline figures — all 133 extracted fields are in the Full FDD Report · $19 →

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

Metric
Intelligent Assistant
Category median
vs median
Investment
$282K
$402Kmiddle half $261K–$677K · n=112
Below median, better than category
Revenue
N/A
$527Kmiddle half $402K–$892K · n=59
Not compared

Per franchisee, not per outlet - the category median is per-outlet only, so no comparison is shown

Unit Count
0
40middle half 8–151 · n=111
Below median, worse than category

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?

Total units0Verified — printed on page 63 of the 2025 FDD (Item 20), and the table's own arithmetic closes on it two ways.

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
2022
0
Franchised units
2023
0±0
Franchised units
2024
0±0
Franchised units

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?

SBA charge-offNot SBA-matched
Verdict score39/100 (higher is better)
Litigation3 cases · none name the franchisor
Auditor going-concern doubtNo (favorable vs category)

Source: SBA 7(a) FOIA · FDD Items 3, 21

Risk analysis

FranchiseVerdict rating + FDD Items 3, 4, 8, 16, 21

Risk & Legal

CAverage39Verdict score 39/100
Low confidence±15 pts
2454

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

  1. 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
  2. 02MEDZero disclosed franchise units with unknown growth trajectory — impossible to validate system health, franchisee success rates, or market viability
  3. 03MINORNo average net income disclosure violates Item 19 transparency standards and prevents ROI validation on $168k-$395k investment
  4. 04MEDHigh royalty burden (greater of 6% or $500-$1,000/month minimum) with undisclosed average revenues makes profitability unpredictable
  5. 05HIGH35-year term is unusually long and locks franchisees into relationship with litigation-prone franchisor for over 3 decades
  6. 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

Showing the headline figures — all 133 extracted fields are in the Full FDD Report · $19 →

Full litigation history from the FDD (Items 3 and 4) →

What are you signing up for?

Ongoing fees run about 6.0% of sales (royalty + ad fund), before rent and labor.

Initial term35 yrs
Renewal term35 yrs
TerritoryProtected, not exclusive
Initial training72 hrs

Source: FDD 2025 · Items 11, 12, 17

FDD Items 12, 15, 17 · continued from Risk & Legal

Contract & Territory Detail

Initial term35 years
Renewal term35 years
Allowed renewalsℹ1
Territory typeProtected territory
Protected territoryYes
Exclusive territoryℹNo
Online sales rightsRestricted
Franchisor can competeYes
Hire a manager?Not allowed
Owner-operatorRequired
Non-compete (years)ℹ2 years
Non-compete (miles)ℹ10 mi
Right of first refusalℹYes
Transfer requires consentYes
Termination notice30 days
Mandatory arbitrationYes
Arbitration locationWest Palm Beach (Palm Beach County), Florida
Jury trial waiverYes
Governing lawFL
Litigation count3
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

✓Site selection assistance
✓Grand opening support
✓Lease negotiation help

Technology: Yardi Kube

Item 20 · call current owners

Franchisee Contacts

1 owners to call

Name · phone · city · state. Extracted from FDD Item 20

Unlock 1 contacts · $49
Free preview
(561) 640-••••FL

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

Are you the franchisor?

If you represent Intelligent Assistant, you can request corrections or provide updated information.

Other Personal Care & Beauty franchises

Compare similar franchise opportunities in the Personal Care & Beauty category

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.