FranchiseVerdict
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FV-01484·MODERATEExcellent81FDD 2022

Lendio

Business Services - Tax & FinancialFranchising since 2016Website
Investment
$46K – $117K
35th pct Tax & Financi…
Avg revenue
47th pct Tax & Financi…
Royalty
30.0%
68th pct Tax & Financi…
Units
121
65th pct Tax & Financi…
SBA default

Bottom line

  • Total investment $46K – $117K including a $46K franchise fee, 30.0% ongoing royalty.
  • No Item 19 financial performance data disclosed — the franchisor chose not to publish revenue figures.
  • Rated MODERATE with a risk score of 66/100.
  • Auditor disclosed a going-concern note — flagged doubt about the franchisor's ability to continue operations. Verify against the latest FDD.

Item 1 · who you're contracting with

The Franchisor

Legal entity
Lendio Franchising, LLC
Parent company
Lendio, Inc.
Incorporated in
Delaware
HQ
4100 North Chapel Ridge Road, Suite 500, Lehi, Utah 84043
Auditor
Tanner LLC
Audited financials
Franchisor revenue
$15.2M
vs $4.7M prior year
⚠ Going-concern note
Disclosed in FDD 2022
Status as of 2022; may have been resolved in a later filing we don't yet have.

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 Lendio unit return on the cash you put in?

Revenue · per unit, per year
$
Item 19 not disclosed — typing your own estimate
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: $46K–$117K
Working capital
$
FDD reports $2K–$12K

Unlevered ROIC · per unit

-77%

Negative

0%30–60% Yale band80%

Store EBITDA · annual
$-68K
EBITDA margin
-9.0%
Total invested
$88K
Payback
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.

Overview

About

Lendio franchisees operate as loan brokers/lead generators, connecting small business owners with lending options and alternative financing products. Day-to-day operations involve prospecting, client consultations, loan application processing, and relationship management with lenders. Franchisees typically earn commissions on funded loans, with the franchisor taking a substantial cut as royalties.

CEO
Brock Blake
Founded
2016
FDD year
2022
States available
30

Item 7 · what it costs

The Vitals

Total investment
$46K – $117K
All-in to open one unit
Liquid capital
$2K – $12K
Cash you must have on hand
Franchise fee
$46K
Royalty
30.0%
Business Generation Fee · typical 6–8%
Ad fund
2.0%
typical 3–5%
Total fee load
32.0%
vs 9–13% typical

Item 19

Financial Performance

This franchisor did not disclose financial performance representations in Item 19, or our extractor could not parse them.

Item 20 · unit dynamics

The Growth Chart

Total units
121
Opened
56
Last reporting year
Closed
2
Turnover rate
1.7%
Company-owned
0
Corporate units in the system
% franchised
100%
vs corporate-owned
Multi-unit owners
50.0%
Net growth (yr3)
+80.6%
Net unit change last year
3-yr CAGR
+116.1%
Compounded over last 3 years
2020
121+54
Franchised units
2021
67
Franchised units
2022
56
Franchised units

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

Item 20 · 20 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 · 20 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.

No SBA loan data available for this brand.

FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17

Risk & Legal

66
Risk · 0-100
MODERATE66 / 100

Lendio presents meaningful financial transparency risks with an unusually punitive royalty model, missing profitability data, and rapid but unvalidated unit growth in a highly regulated industry.

Score breakdown · what drove the 66 / 100 rating

  1. 01MINORExtremely high royalty structure (30-70% of gross revenues) leaves minimal profit margin for franchisees
  2. 02MINORNo average revenue or net income disclosure in FDD Item 19 prevents realistic ROI modeling
  3. 03MINORUnit growth of 80.6% YoY suggests either aggressive recruitment or system instability; cannot assess unit quality
  4. 04MINORWide investment range ($45,650-$117,100) indicates inconsistent territory valuations or hidden costs
  5. 05MINOR5-year term is shorter than industry standard (10 years), creating renewal uncertainty and frequent renegotiation risk
  6. 06MINORLending/fintech sector faces increasing regulatory scrutiny; compliance costs not addressed in investment figures

Severity inferred from the FDD text · not a regulatory classification

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

Contract & Territory Detail

Territory
Number of small businesses
Protected territory
Yes
Initial term
5 years
Renewal term
5 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
Yes
Non-compete
1.5 yrs
Post-termination restriction
Owner-operator
Required
Governing law
Utah

Item 11

Training & Operations

Classroom training
40 hrs
On-the-job training
0 hrs
POS system
Zoho CRM
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

30 numbers

Locked
(801) 858-••••
The franchisor is Lendio Franchising, LLC located at
UT
(585) 703-••••
Cole Lending, Inc. Adam Cole
NY
(918) 315-••••
AR

One-time purchase · CSV download · Validation questions included

FDD download

Lendio · FDD (2022) PDF

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