Makenna KoffeeFranchise Cost, Revenue & Review 2026
Data from FDD filing
FranchiseVerdict summary · 2026
A Makenna Koffee franchise requires a total initial investment of $441K – $1.2M, including a $35K franchise fee and an ongoing 6.0% royalty[2]. The 2025 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 2025 FDD issuance
Overview
- Investment
- $441K – $1.2M
- 77th pct Service Resta…
- Avg gross sales
- N/A
- 59th pct Service Resta…
- Royalty
- 6.0%
- 44th pct Service Resta…
- Units
- 2
- 10th pct Service Resta…
- SBA default
- N/A
Quick verdict · Quick-Service Restaurants · color = vs category peers
Green = >15% above Quick-Service Restaurants 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
Started franchising in 2024. Newer systems carry more uncertainty but may offer better territories.
Bottom line
- Total investment $441K – $1.2M including a $35K franchise fee, 6.0% ongoing royalty.
- No Item 19 financial performance data disclosed. The franchisor chose not to publish revenue figures.
- Verdict B (Above Average) with a risk score of 57/100.
- 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
- Makenna Koffee Franchise, LLC
- CEO title
- President & Chief Executive Officer
- Lance Clauson
- Incorporated in
- CA
- HQ
- 153 Cochran Street #310, Simi Valley, California 93065
- Auditor
- DNJ & ASSOCIATES
- Audited financials
- Franchisor revenue
- $0
- Most recent fiscal year
Overview
About
Makenna Koffee franchisees operate specialty coffee retail locations, likely including espresso-based beverages, light food offerings, and branded merchandise. Day-to-day operations involve inventory management, customer service, staff scheduling, and point-of-sale transactions, with ongoing brand standard compliance and royalty reporting to the franchisor.
- CEO
- Lance Clauson
- Headquarters
- CA
- Founded
- 2024
- FDD year
- 2025
- States available
- 1
FDD Item 7 · 2025 filing · 18 line items
Initial investment breakdown
| Line item | Low | High | |
|---|---|---|---|
| Initial Franchise Feenot refundable | $35K | $35K | |
| Utility Deposits, Fees & Licenses | $2K | $5K | |
| Pre-Construction Cost (Architect, Plans, Permits) | $20K | $40K | |
| Leasehold/Construction | $200K | $750K | |
| Equipment/Smallwares | $90K | $160K | |
| Signage (Interior & Exterior) | $4K | $20K | |
| Furniture and Fixtures | $10K | $15K | |
| POS System and Software; Back Office Computer, Printer and Related Hardware and Software; Sound System; Televisions | $2K | $5K | |
| Opening Inventory | $15K | $30K | |
| Video Surveillance and Related Equipment | $1K | $3K | |
| Grand Opening Marketing | $2K | $5K | |
| Franchised Location (Lease Deposit and First 3 Months' Rent) | $15K | $50K | |
| Insurance - Liability & Workers' Compensation (initial deposit) | $2K | $4K | |
| Legal Fees/Organizational Expenses | $1K | $2K | |
| Training Expenses | $2K | $8K | |
| Additional Funds (3 months) | $40K | $60K | |
| Development Fee (Area Development Agreement)not refundable | $10K | $10K | |
| Additional Legal Fees (Area Development Agreement) | $3K | $5K | |
| Total initial investment | $454K | $1.2M |
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
- $441K – $1.2M
- Below avg, review vs category
- Liquid capital req'd
- $40K – $60K
- Below avg, review vs category
- Franchise fee
- $25K – $35K
- Near category avg vs category
- Royalty
- 6.0%
- percentage_of_gross · typical 6–8%
- Ad fund
- 0.5%
- typical 3–5%
- Total fee load
- 6.5%
- vs 9–13% typical
Ongoing fees · Item 6
| Fee | Amount |
|---|---|
| Royalty | 6.0% of gross sales |
| Marketing / ad fund | 0.5% of gross sales |
| Technology fee | $100 |
| Training fee | $1K |
| Transfer fee | $15K |
| Renewal fee | $5K |
| Total fee load | 6.5% of rev |
Financial Performance
This franchisor did not disclose financial performance representations in Item 19, or our extractor could not parse them.
vs Quick-Service Restaurants averages
How Makenna Koffee Compares
Unit growth
Item 20 · unit dynamics
The Growth Chart
- Total units
- 2
- Opened
- 0
- 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
- 2
- Corporate units in the system
- % franchised
- 0%
- vs corporate-owned
- Multi-unit owners
- 1.0%
3-year detail · Item 20
- Transfers (3yr)
- 0
- Projected new
- 8
- Franchisor's next-year forecast
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 20 · 15 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.
SBA loan performance
Government records
SBA Loan Data
Aggregated from SBA 7(a) and 504 loan disclosures, public data unique to FranchiseVerdict.
No SBA loan data available for this brand.
Risk analysis
FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17
Risk & Legal
Makenna Koffee presents HIGH RISK due to a 2-unit system with Going Concern issues, zero financial transparency (no Item 19), and insufficient franchisee base to validate unit economics.
Litigation (Item 3)
No litigation is required to be disclosed
Bankruptcy (Item 4)
None disclosed
Audited financials (Item 21)
Yes · DNJ & ASSOCIATES
Franchisor revenue (Item 21)
Franchisor entity revenue (not unit-level)
Supplier relationship · Items 8 & 16
- Franchisor sells you products: Yes
- 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 57 / 100 rating
- 01MEDOnly 2 units in entire system indicates nascent/stalled growth with no disclosed unit growth trajectory
- 02HIGHGoing Concern = False signals potential financial instability or corporate viability issues
- 03MINORNo Item 19 (average revenue/net income) disclosure prevents ROI validation and suggests franchisor cannot demonstrate unit profitability
- 04MINORWide investment range ($441K-$1.192M) with no clarity on what drives cost variance or expected returns at each tier
- 05MED6% royalty on undisclosed sales figures makes it impossible to calculate actual break-even timeline or profit margins
- 06MINORExtremely small franchisee base (2 units) eliminates meaningful peer validation and suggests difficulty recruiting/retaining franchisees
- 07HIGHNo disclosed litigation but Going Concern status suggests potential underlying legal or financial disputes
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 | 10 years |
| Territory type | Radius |
| Protected territory | Yes |
| Exclusive territoryℹ | No |
| Territory radius | 1 mi |
| Online sales rightsℹ | Restricted |
| Franchisor can compete | Yes |
| Hire a manager? | Allowed |
| Owner-operator | Required |
| Non-compete (years)ℹ | 2 years |
| Non-compete (miles)ℹ | 20 mi |
| Right of first refusalℹ | Yes |
| Transfer requires consent | Yes |
| Termination notice | 10 days |
| Mandatory arbitration | No |
| Jury trial waiver | Yes |
| Governing law | California |
| Litigation count | 0 |
View Item 3 litigation summary
No litigation is required to be disclosed
Items 10, 11
Training & Operations
- Classroom training
- 76 hrs
- On-the-job training
- 82 hrs
- Training location
- On-site and corporate
- Time to open
- 18 mo
- From signing to launch
- POS system
- Square
- Operating tech stack
Items 5 & 11
Franchisor Support
Technology: Square
Item 20 · call current owners
Franchisee Contacts
16 owners to call
Name · phone · city · state. Extracted from FDD Item 20
FDD download
Makenna Koffee · FDD (2025) PDF
Frequently asked questions
Frequently Asked Questions
How much does it cost to open a Makenna Koffee franchise?
The total investment to open a Makenna Koffee franchise ranges from $441K – $1.2M, 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 Makenna Koffee franchise owners earn?
Makenna Koffee 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 Makenna Koffee's franchise failure rate?
SBA 7(a) loan charge-off data is not available for Makenna Koffee (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 Makenna Koffee franchise locations are there?
As of their most recent FDD filing, Makenna Koffee has 2 total units in the United States, including 0 franchised units and 2 company-owned units.
Is Makenna Koffee a good franchise to buy?
FranchiseVerdict rates Makenna Koffee as a B-grade franchise with a risk score of 57 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.
For franchisors
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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.