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.
- Rated MODERATE with a risk score of 67/100. SBA loan default rate of 0.0% across 2 loans (below the industry average).
- 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
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 Level Up Automation unit return on the cash you put in?
Unlevered ROIC · per unit
142%
Above typical band (30–60%)
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.
Item 7 · what it costs
The Vitals
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
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 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.
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.
Score breakdown · what drove the 67 / 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
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
20 numbers
One-time purchase · CSV download · Validation questions included
FDD download
Level Up Automation · FDD (2023) PDF