FranchiseVerdict
iTrip logo
FV-01318·STRONGExcellent91

iTrip

Real EstateFranchising since 2015Website
Investment
$118K – $153K
82nd pct Real Estate
Avg revenue
$1.7M
26th pct Real Estate
Royalty
4.0%
10th pct Real Estate
Units
115
57th pct Real Estate
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $118K – $153K including a $30K franchise fee, 4.0% ongoing royalty.
  • Average unit revenue of $1.7M/year (median $1.2M).
  • Rated STRONG with a risk score of 49/100. SBA loan default rate of 0.0% across 49 loans (below the industry average).

Item 1 · who you're contracting with

The Franchisor

Legal entity
iTRIP, LLC
Parent company
iTrip Holdco, LLC
Incorporated in
Tennessee
HQ
2035 Lakeside Centre Way, Suite 250, Knoxville, Tennessee 37922-6594
Auditor
LBMC
Audited financials
Franchisor revenue
$15.5M
vs $15.2M 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 iTrip unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $1,734,734
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: $118K–$153K
Working capital
$
FDD reports $44K–$49K

Unlevered ROIC · per unit

172%

Above typical band (30–60%)

0%30–60% Yale band80%
ROIC above 100% usually means the revenue figure is a system-wide aggregate or top-cohort number rather than a single-unit average. Verify the "Revenue · per unit" field against the brand's FDD Item 19 detail tables before relying on this output.

Store EBITDA · annual
$312K
EBITDA margin
18.0%
Total invested
$182K
Payback
7 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.

Levered LBO scenario · Yale Crease Capital framing

What would 25 iTrip units return on equity?

Edit assumptions

Equity IRR · 5-yr

30.1%

3.73× MOIC

Year-1 DSCR

2.68×

EBITDA ÷ debt service

Equity required

$8.4M

on $19.1M purchase

Total debt

$10.7M

SBA $5.0M + senior + seller note

SBA 7(a) request ($9.5M) exceeds the $5M program cap. Excess capped automatically; backfill via conventional or equity.

Overview

About

iTrip franchisees operate vacation rental property management services in protected territories, listing and managing short-term rental properties (likely on Airbnb, VRBO, etc.) on behalf of owners. Day-to-day operations include tenant screening, maintenance coordination, guest communication, cleaning/turnover management, and revenue reconciliation while paying 4-6.1% royalties on gross rental income.

CEO
Vickie Storm
Founded
2015
FDD year
2025
States available
22

Item 7 · what it costs

The Vitals

Total investment
$118K – $153K
All-in to open one unit
Liquid capital
$44K – $49K
Cash you must have on hand
Franchise fee
$30K
Royalty
4.0%
Percentage of Total Rental Revenue · typical 6–8%
Ad fund
1.0%
typical 3–5%
Total fee load
5.0%
vs 9–13% typical

Item 19

Financial Performance

Avg gross sales
$1.7M
Per unit, per year
Median gross sales
$1.2M
Item 19 type
Average and Median Total Rental Revenue
Sample size
114 units
vs category median 41 · large
Range (low → high)
$0$12.2M
Cohort dispersion
Transparency
4 / 5
vs category median 0 / 5 · above
Revenue rank26th
vs Real Estate peers
Investment cost rank82th
Lower investment ranks lower (better)
Royalty rate rank10th
Lower royalty = lower percentile (better)
Unit count rank57th
vs Real Estate peers
Risk score rank10th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
115
Opened
3
Last reporting year
Closed
0
Turnover rate
0.0%
Company-owned
1
Corporate units in the system
% franchised
99%
vs corporate-owned
Net growth (yr3)
+0.0%
Net unit change last year
3-yr CAGR
+4.6%
Compounded over last 3 years
2023
114±0
Franchised units
2024
114
Franchised units
2025
109
Franchised units

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

Item 20 · 21 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 · 21 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
49
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

49
Risk · 0-100
STRONG49 / 100

iTrip presents moderate-to-high caution due to missing profitability disclosure, undisclosed system growth, going concern issues, and a lengthy term that limits flexibility in a volatile vacation rental market.

Score breakdown · what drove the 49 / 100 rating

  1. 01MEDNo Item 19 (Average Net Income) disclosed — impossible to validate 7-10 year ROI claims against the $117,500-$153,000 investment
  2. 02HIGHGoing Concern = False indicates potential franchisor financial distress or operational uncertainty
  3. 03MINOROnly 115 units with unknown growth trajectory — insufficient data to assess system momentum or franchisee success rate
  4. 04MINORRevenue-based royalty (4-6.1%) creates variable cost structure; if property management/booking volume drops, franchisees still pay on gross rental revenue
  5. 05MED10-year term is longer than industry standard (5-7 years typical) — locks franchisees into relationship with limited exit options

Severity inferred from the FDD text · not a regulatory classification

FDD Items 5, 6, 12, 17 · continued from Risk & Legal

Contract & Territory Detail

Territory
GPS coordinates
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
0
Right of first refusal
Yes
Franchisor can buy back on resale
Mandatory arbitration
No
Jury trial waiver
Yes
Non-compete
2 yrs
Post-termination restriction
Owner-operator
Required
Governing law
Tennessee

Item 11

Training & Operations

Classroom training
20 hrs
On-the-job training
48 hrs
POS system
iTrip Software (Proprietary Software and Web Hosting Program)
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

91 numbers

Locked
(865) 366-••••
TN
(727) 742-••••
FL
(951) 294-••••
CA

One-time purchase · CSV download · Validation questions included

FDD download

iTrip · FDD (2025) PDF

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