FranchiseVerdict
PAYROLL VAULT logo
FV-01907·STRONGExcellent91

Payroll Vault

Business Services - Tax & FinancialFranchising since 2012Website
Investment
$77K – $112K
85th pct Tax & Financi…
Avg revenue
$282K
15th pct Tax & Financi…
Royalty
Units
62
56th pct Tax & Financi…
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $77K – $112K including a $69K franchise fee.
  • Average unit revenue of $282K/year. Estimated payback in 1.2 years.
  • Rated STRONG with a risk score of 32/100. SBA loan default rate of 0.0% across 22 loans (below the industry average).
  • System growing at 1960% CAGR over 3 years with 62 total units — strong expansion trajectory.

Item 1 · who you're contracting with

The Franchisor

Legal entity
Payroll Vault Franchising, LLC
Parent company
Prosperity Holdings, LLC
Incorporated in
Colorado
HQ
1860 W. Littleton Blvd, Littleton, Colorado 80120
Auditor
Whipplewood CPAs
Audited financials
Franchisor revenue
$2.9M
vs $4.1M prior year

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 PAYROLL VAULT unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $281,574
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: $77K–$112K
Working capital
$
FDD reports $3K–$10K

Unlevered ROIC · per unit

39%

In Yale's "attractive" band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$39K
EBITDA margin
14.0%
Total invested
$101K
Payback
31 mo
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.

Levered LBO scenario · Yale Crease Capital framing

What would 25 PAYROLL VAULT units return on equity?

Edit assumptions

Equity IRR · 5-yr

49.9%

7.57× MOIC

Year-1 DSCR

1.88×

EBITDA ÷ debt service

Equity required

$394K

on $2.0M purchase

Total debt

$1.6M

SBA $1.0M + senior + seller note

Overview

About

Franchisees operate payroll processing and HR compliance services for small-to-mid-market businesses. Day-to-day activities include client onboarding, payroll data entry/processing, tax filing management, and customer support. The model is B2B service-based, typically requiring minimal physical footprint and relying on client retention and upselling of ancillary HR services.

CEO
Tricia Petteys
Founded
2012
FDD year
2025
States available
29

Item 7 · what it costs

The Vitals

Total investment
$77K – $112K
All-in to open one unit
Liquid capital
$3K – $10K
Cash you must have on hand
Franchise fee
$69K
Royalty
greater of 6% of Gross Revenue or $400
Ad fund
$300
Total fee load
6.0%
vs 9–13% typical
Payback period
1.2 yrs
From v3 / Item 19

Item 19

Financial Performance

Avg gross sales
$282K
Per unit, per year
Median gross sales
Item 19 type
Actual Results
Sample size
42 units
vs category median 112 · small
Range (low → high)
$3K$1.5M
Cohort dispersion
Transparency
8 / 5
vs category median 0 / 5 · above
Revenue rank15th
vs Business Services - Tax & Financial peers
Investment cost rank85th
Lower investment ranks lower (better)
Royalty rate rank74th
Lower royalty = lower percentile (better)
Unit count rank56th
vs Business Services - Tax & Financial peers
Risk score rank0th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
62
Opened
14
Last reporting year
Closed
7
Turnover rate
11.3%
Company-owned
1
Corporate units in the system
% franchised
98%
vs corporate-owned
Net growth (yr3)
+13.0%
Net unit change last year
3-yr CAGR
+19.6%
Compounded over last 3 years
2023
61+7
Franchised units
2024
54
Franchised units
2025
51
Franchised units

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

Item 20 · 28 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
Available · 28 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.

Total loans
22
Loan volume
Avg loan
Default rate
0.0%
vs <3% typical · system-wide
5-yr default

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

Risk & Legal

32
Risk · 0-100
STRONG32 / 100

Payroll Vault presents moderate-to-cautious risk: early-stage franchise system with undisclosed financials, high upfront costs relative to net income, and royalty structures that may strain smaller locations.

Score breakdown · what drove the 32 / 100 rating

  1. 01MEDNo Item 19 (Financial Performance Representations) disclosed — cannot verify claimed $77,925 average net income
  2. 02MINORHigh royalty floor of $400/month ($4,800/year) creates breakeven pressure on lower-revenue locations
  3. 03MINORModest unit growth of 13% YoY with only 62 total units suggests early-stage system maturity risk
  4. 04MINORFranchise fee of $68,500 represents 88% of average annual net income, creating slow payback period
  5. 05MINORTotal investment ($77,375–$111,885) requires 12–18 months to recoup at stated profitability levels

Severity inferred from the FDD text · not a regulatory classification

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

Contract & Territory Detail

Territory
Population
Protected territory
Yes
Initial term
5 years
Renewal term
10 years
Online sales rights
Granted
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
Jury trial waiver
Yes
Non-compete
2 yrs
Post-termination restriction
Owner-operator
Required
Governing law
Colorado

Item 11

Training & Operations

Classroom training
99 hrs
On-the-job training
0 hrs
POS system
QuickBooks Online
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

66 numbers

Locked
(443) 926-••••
MD
(847) 428-••••
IL
(605) 886-••••
SD

One-time purchase · CSV download · Validation questions included

FDD download

PAYROLL VAULT · FDD (2025) PDF

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