Intelligent Assistant Franchise Cost, Revenue & Review 2026
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. The 2025 FDD does not disclose unit-level revenue (no Item 19). FranchiseVerdict grade: C (Average), an editorial assessment, not investment advice. Run a live ROI scan →
Data last verified · figures per the 2025 FDD issuance
Overview
- Investment
- $168K – $395K
- 17th pct Personal Care…
- Avg gross sales
- N/A
- 0 outlets
- Royalty
- N/A
- 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 avg · 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.
- RETURNSThe 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.
- RISKVerdict C (Average), verdict score 40/100 (higher is better).
- DATAItem 19 reports affiliate gross revenues rather than annual gross sales, so unit revenue is not directly comparable. 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
- Ultimate parent
- United Franchise Group
- Incorporated in
- FL
- HQ
- 2121 Vista Parkway, West Palm Beach, FL 33411
- Auditor
- Milbery & Kesselman, CPAs, LLC
- Audited financials
- Franchisor revenue
- $0
- Most recent fiscal year
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 46% below the typical personal care & beauty franchise.
Source: FDD 2025 · Items 5–7
Full Item 7 breakdown16 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 | |
| Multi-Unit Development Feenot refundable | $100K | $100K | |
| Total initial investment | $268K | $495K |
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
- Greater of: (a) Monthly Minimum Royalty ($500/month durin…
- 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 |
|---|---|
| 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
Intelligent Assistant did not disclose financial performance in FDD Item 19. The ROIC and return models require Item 19 revenue. Without it all inputs are estimates. You can still run the calculator with your own assumptions by entering an expected revenue figure.
Returns model · single-unit ROIC
What would one Intelligent Assistant unit return on the cash you put in?
Unlevered ROIC · per unit
Estimated return on your total franchise investment, before any debt financing.
51%
Within the 30–60% "attractive franchise" band
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 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.
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 average of 7.8%.
Disclosure
Item 19 reports affiliate gross revenues rather than annual gross sales, so unit revenue is not directly comparable.
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 averages
How Intelligent Assistant Compares
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%
3-year detail · Item 20
- Opened (3yr)
- 0
- Closed (3yr)
- 0
- Terminated (3yr)
- 0
- Non-renewed (3yr)
- 0
- Transfers (3yr)
- 0
- Reacquired (3yr)
- 0
- Franchisor bought back
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
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
This franchise presents extreme risk due to going concern status, 29-year litigation history involving FTC and state regulators, zero disclosed units, missing profitability data, and a franchisor with apparent chronic compliance failures in sales practices.
Litigation (Item 3)
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.
Largest disclosed settlement: $5,000
Bankruptcy (Item 4)
None disclosed
Audited financials (Item 21)
Yes · Milbery & Kesselman, CPAs, LLC
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 40 / 100 verdict
- 01HIGHGoing concern status is FALSE — indicates the franchisor itself may be financially unstable or operationally uncertain
- 02HIGHExtensive 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
- 03MEDZero disclosed franchise units with unknown growth trajectory — impossible to validate system health, franchisee success rates, or market viability
- 04MINORNo average net income disclosure violates Item 19 transparency standards and prevents ROI validation on $168k-$395k investment
- 05MEDHigh royalty burden (greater of 6% or $500-$1,000/month minimum) with undisclosed average revenues makes profitability unpredictable
- 06HIGH35-year term is unusually long and locks franchisees into relationship with litigation-prone franchisor for over 3 decades
- 07MINORFranchise 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 |
| 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
FDD download
Intelligent Assistant · FDD (2025) PDF
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?
Intelligent Assistant 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 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 40 out of 100 (higher is better), 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.