Joshua Tree Experts
Bottom line
- Total investment $461K – $597K including a $50K franchise fee.
- Average unit revenue of $7.1M/year (median $7.1M). Estimated payback in 0.4 years.
- Rated MODERATE with a risk score of 60/100. SBA loan default rate of 0.0% across 8 loans (below the industry average).
- No protected territory and the franchisor reserves the right to compete in your area. Clarify territorial boundaries before signing.
Item 1 · who you're contracting with
The Franchisor
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 Joshua Tree Experts unit return on the cash you put in?
Unlevered ROIC · per unit
148%
Above typical band (30–60%)
Levered LBO scenario · Yale Crease Capital framing
What would 25 Joshua Tree Experts units return on equity?
Equity IRR · 5-yr
24.8%
3.03× MOIC
Year-1 DSCR
3.40×
EBITDA ÷ debt service
Equity required
$19.7M
on $35.3M purchase
Total debt
$15.6M
SBA $5.0M + senior + seller note
Overview
About
Joshua Tree Experts franchisees operate tree care and landscaping services, including trimming, removal, disease treatment, and related arboricultural work. Day-to-day operations involve managing crews, scheduling client services, maintaining equipment, and generating leads in their service area. The business is labor-intensive and dependent on seasonal demand, local competition, and customer acquisition.
Item 7 · what it costs
The Vitals
Item 19
Financial Performance
Item 20 · unit dynamics
The Growth Chart
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 12 · 2 states reported
The Territory Map
FDD Item 12 reports the state count, but the specific list isn't in our current data. The map will appear once we re-extract from the FDD or enough franchisee contacts are available.
2
states with franchisees (per FDD Item 12)
Government records
SBA Loan Data
Aggregated from SBA 7(a) loan disclosures, public data unique to FranchiseVerdict.
FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17
Risk & Legal
Severely undersized franchise system with aggressive royalty floors, no territory protection, and unverified financial claims creates elevated execution and profitability risk for new franchisees.
Score breakdown · what drove the 60 / 100 rating
- 01MINOROnly 2 existing units with unknown growth trajectory indicates severely underdeveloped franchise system
- 02MINORNo protected territory creates direct competition risk and cannibalization potential between franchisees
- 03MINORTiered royalty structure with $19,231 weekly minimum is aggressive and may not be achievable for new operators
- 04MINORInvestment range ($460K–$597K) is substantial for a 2-unit franchise with no proven scalability
- 05MINORNo Item 19 financial performance representations despite franchisor citing $705K average revenue and $141K net income
- 06MINOR10-year term lock-in is lengthy given franchise system immaturity and unproven unit economics
- 07HIGHGoing concern status is not disclosed, raising transparency and financial stability questions
Severity inferred from the FDD text · not a regulatory classification
FDD Items 5, 6, 12, 17 · continued from Risk & Legal
Contract & Territory Detail
Item 11
Training & Operations
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
1 numbers
One-time purchase · CSV download · Validation questions included
FDD download
Joshua Tree Experts · FDD (2024) PDF