Level Up AutomationFranchise Cost, Revenue & Review 2026
Data from FDD filing + SBA 7(a) records
FranchiseVerdict summary · 2026
A Level Up Automation franchise requires a total initial investment of $52K – $68K, including a $35K franchise fee. The 2023 FDD does not disclose unit-level revenue (no Item 19). Verdict grade: B. Run a live ROI scan →
Data last verified June 18, 2026 · figures per the 2023 FDD issuance
Overview
- Investment
- $52K – $68K
- 8th pct Home Services
- Avg gross sales
- N/A
- 54th pct Home Services
- Royalty
- N/A
- Units
- 6
- 13th pct Home Services
- SBA default
- N/A
Quick verdict · Home Services · color = vs category peers
Green = >15% above Home Services avg · No shading = within ±15% · Red = >15% below avg · Source: FDD filings + SBA 7(a)
Data from public FDD filings and SBA records. Not financial advice. Methodology
Franchised units fell from 5 to 0 over 3 years. Investigate why operators are leaving.
Bottom line
- Total investment $52K – $68K including a $35K franchise fee.
- No Item 19 financial performance data disclosed. The franchisor chose not to publish revenue figures.
- Verdict B (Above Average) with a risk score of 62/100.
- No Item 19 financial performance representation. Without franchisor-disclosed revenue data, you'll need to gather unit economics directly from existing franchisees.
Item 1 · who you're contracting with
The Franchisor
- Legal entity
- Level Up Franchise, LLC
- CEO title
- President and CEO
- Jennifer Mallett
- CEO experience
- 2016 yrs
- Years in role or industry
- Founder active
- Yes
- Original founder still leading the business
- Incorporated in
- MA
- HQ
- 367 West Main Street, Suite D, Northborough, Massachusetts 01532
- Auditor
- Reese CPA LLC
- Audited financials
- Franchisor revenue
- $18K
- vs $0 prior year
Overview
About
Level Up Automation franchisees deliver business automation consulting and implementation services to small/medium businesses, helping them streamline workflows through software integration and process optimization. Day-to-day work involves client discovery/sales, system design, implementation, and ongoing support to generate recurring service revenue.
- CEO
- Jennifer Mallett
- Headquarters
- MA
- Founded
- 2020
- FDD year
- 2023
- States available
- 5
FDD Item 7 · 2023 filing · 11 line items
Initial investment breakdown
| Line item | Low | High | |
|---|---|---|---|
| Initial Franchise Fee | $35K | $35K | |
| Training Expenses | $500 | $3K | |
| Equipment | $4K | $6K | |
| Licenses and Permits | $500 | $2K | |
| POS/Office Computer Systems | $2K | $3K | |
| Professional Fees | $4K | $6K | |
| Grand Opening Advertising | $3K | $3K | |
| Insurance | $1K | $3K | |
| Rent Deposits | $0 | $800 | |
| Office Supplies and Equipment | $1K | $3K | |
| Additional Funds/Working Capital | $2K | $5K | |
| Total initial investment | $52K | $68K |
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
- $52K – $68K
- Better than avg vs category
- Liquid capital req'd
- $2K – $5K
- Better than avg vs category
- Franchise fee
- $35K – $35K
- Better than avg vs category
- Royalty
- The greater of 6.5% of monthly Gross Revenue or $500 per …
- Ad fund
- 1.0%
- typical 3–5%
- Total fee load
- 7.5%
- vs 9–13% typical
Ongoing fees · Item 6
| Fee | Amount |
|---|---|
| Royalty (flat) | greater of 6.5% or $500/month |
| Marketing / ad fund | 1.0% of gross sales |
| Technology fee | $500 |
| Transfer fee | $50 |
| Renewal fee | $25 |
| Total fee load | 7.5% of rev |
Financial Performance
This franchisor did not disclose financial performance representations in Item 19, or our extractor could not parse them.
vs Home Services averages
How Level Up Automation Compares
Unit growth
Item 20 · unit dynamics
The Growth Chart
- Total units
- 6
- Opened
- 3
- Last reporting year
- Closed
- 0
- Terminated
- 0
- Franchisor ended the franchise (per Item 20)
- Non-renewed
- 0
- Term expired, not renewed (per Item 20)
- Turnover rate
- 0.0%
- Company-owned
- 1
- Corporate units in the system
- % franchised
- 83%
- vs corporate-owned
- Net growth (yr3)
- +150.0%
- Net unit change last year
3-year detail · Item 20
- Transfers (3yr)
- 0
- Projected new
- 12
- Franchisor's next-year forecast
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 20 · 18 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).
States derived from franchisee contact records (FDD Item 20). Shows states with at least one current operator on file. Full state registration data (Item 12) will appear on a future FDD refresh.
Fast growth in a small system. Newer franchisors expanding quickly may not yet have the support infrastructure of larger systems.
SBA loan performance
Government records
SBA Loan Data
Aggregated from SBA loan disclosures. This brand has only 1 7(a) loan on file; statistical reliability is limited below 10 loans.
- Total loans
- 1
- Loan volume
- $100K
- Median loan
- $100K
- 50th percentile
- Charge-off rate
- N/A
Historical SBA 7(a) lending data, not predictive of future performance. How SBA charge-off rates are calculated
- Repayment rate (PIF)
- N/A
- 5-yr charge-off
- N/A
- Loans approved 2021+
- Active lenders
- 1
- Defaults
- 0
Explore lender portfolios on Bank Reports or regional data on State Reports.
Premium insight
SBA Lending Report
Deep-dive into Level Up Automation's SBA lending history: lender network, geographic footprint, interest rates, and more.
SBA Lending Report
- Principal loss rate and NAICS industry benchmark
- 1 lenders with concentration factor
- Per-state charge-off rates across 1 states
- Startup risk premium and job creation velocity
- 1-year lending trend
Instant access. No subscription.
Risk analysis
FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17
Risk & Legal
Early-stage automation franchise with opaque unit economics, aggressive royalty floor relative to investment size, and minimal operational history to validate franchisee success.
Litigation (Item 3)
No litigation is required to be disclosed in this Item.
Bankruptcy (Item 4)
None disclosed
Audited financials (Item 21)
Yes · Reese CPA LLC
Franchisor revenue (Item 21)
Franchisor entity revenue (not unit-level)
Supplier relationship · Items 8 & 16
- Franchisor sells you products: No
- Kickbacks from required suppliers: No
- Must buy proprietary products: Yes
- Restricted to system-approved products: Yes
- Can negotiate own supplier terms: No
Score breakdown · what drove the 62 / 100 rating
- 01MINORNo average revenue or net income disclosure (Item 19) prevents ROI validation on $51,800-$68,200 investment
- 02MINOROnly 6 units system-wide despite 150% YoY growth suggests extremely early-stage concept with unproven scalability
- 03MINORMinimum $500/month royalty floor ($6,000 annually) represents 11-16% of total investment annually with zero revenue buffer
- 04HIGHNo franchisor going concern statement raises questions about financial stability and ability to support franchisees
- 05MINORTiny unit count makes territorial protection claims difficult to validate; insufficient data to assess market saturation
Severity inferred from the FDD text · not a regulatory classification
FDD Items 5, 6, 12, 17 · continued from Risk & Legal
Contract & Territory Detail
| Initial term | 10 years |
|---|---|
| Renewal term | 5 years |
| Allowed renewalsℹ | 2 |
| Territory type | Zip Codes / Population |
| Protected territory | Yes |
| Exclusive territoryℹ | No |
| Territory population | 200,000 |
| Online sales rights | Restricted |
| Franchisor can compete | Yes |
| Hire a manager? | Allowed |
| Owner-operator | Required |
| Non-compete (years)ℹ | 2 years |
| Non-compete (miles)ℹ | 50 mi |
| Right of first refusalℹ | Yes |
| RoFR response window | 30 days |
| Transfer requires consent | Yes |
| Termination notice | 5 days |
| Mandatory arbitration | Yes |
| Arbitration location | Northborough, Massachusetts |
| Jury trial waiver | Yes |
| Governing law | Massachusetts |
| Litigation count | 0 |
View Item 3 litigation summary
No litigation is required to be disclosed in this Item.
Items 10, 11
Training & Operations
- Classroom training
- 40 hrs
- On-the-job training
- 16 hrs
- Training location
- franchisor designated location
- Ongoing training
- Required
- Field support
- 24 hrs/yr
- On-site visits per year
- Time to open
- 2 mo
- From signing to launch
- POS system
- Service Fusion
- Operating tech stack
Items 5 & 11
Franchisor Support
Technology: Service Fusion
Item 20 · call current owners
Franchisee Contacts
20 owners to call
Name · phone · city · state. Extracted from FDD Item 20
FDD download
Level Up Automation · FDD (2023) PDF
Frequently asked questions
Frequently Asked Questions
How much does it cost to open a Level Up Automation franchise?
The total investment to open a Level Up Automation franchise ranges from $52K – $68K, with an initial franchise fee of $35K. This includes real estate, equipment, inventory, and working capital as disclosed in their Franchise Disclosure Document (FDD).
What do Level Up Automation franchise owners earn?
Level Up Automation 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 Level Up Automation's franchise failure rate?
SBA 7(a) loan charge-off data is not available for Level Up Automation (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.
How many Level Up Automation franchise locations are there?
As of their most recent FDD filing, Level Up Automation has 6 total units in the United States, including 5 franchised units and 1 company-owned units. 3 new units were opened in the latest reporting year.
Is Level Up Automation a good franchise to buy?
FranchiseVerdict rates Level Up Automation as a B-grade franchise with a risk score of 62 out of 100, 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.
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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.