FranchiseVerdict
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FV-02001·STRONGExcellent86

Poolwerx

RetailFranchising since 2015Website
Investment
$105K – $351K
17th pct Retail
Avg revenue
$1.2M
38th pct Retail
Royalty
7.0%
59th pct Retail
Units
95
63rd pct Retail
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $105K – $351K including a $50K franchise fee, 7.0% ongoing royalty.
  • Average unit revenue of $1.2M/year (median $961K).
  • Rated STRONG with a risk score of 44/100. SBA loan default rate of 0.0% across 33 loans (below the industry average).
  • System growing at 53.2% CAGR over 3 years with 95 total units — strong expansion trajectory.

Item 1 · who you're contracting with

The Franchisor

Legal entity
POOLWERX FRANCHISE MANAGEMENT LLC
Parent company
Poolwerx USA, LLC
Incorporated in
Delaware
HQ
4801 Spring Valley Road, Suite 103A, Farmers Branch TX 75244
Auditor
BDO USA, P.C.
Audited financials
Franchisor revenue
$4.4M
vs $4.2M 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 Poolwerx unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $1,244,222
Franchisor take · royalty + ad fund
Royaltytyp 68%
%
Ad fundtyp 35%
%
Operating costs · category default: retail
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $105K–$351K
Working capital
$
FDD reports $5K–$50K

Unlevered ROIC · per unit

24%

Below typical band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$62K
EBITDA margin
5.0%
Total invested
$255K
Payback
49 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.

Overview

About

Poolwerx franchisees operate pool service and maintenance businesses, performing weekly chemical treatments, equipment repairs, and seasonal opening/closing for residential and commercial customers. Day-to-day work includes on-site pool inspections, customer scheduling, inventory management of chemicals and parts, and technician supervision. Revenue derives from recurring service contracts, repair work, and seasonal upsells.

CEO
Andrew Kidd
Founded
2015
FDD year
2025
States available
16

Item 7 · what it costs

The Vitals

Total investment
$105K – $351K
All-in to open one unit
Liquid capital
$5K – $50K
Cash you must have on hand
Franchise fee
$50K
Royalty
7.0%
Gross Revenue · typical 6–8%
Ad fund
3.0%
typical 3–5%
Total fee load
10.0%
vs 9–13% typical

Item 19

Financial Performance

Avg gross sales
$1.2M
Per unit, per year
Median gross sales
$961K
Item 19 type
Gross Revenues
Sample size
16 units
vs category median 52 · small
Range (low → high)
$234K$3.2M
Cohort dispersion
Transparency
4 / 5
vs category median 3 / 5 · above
Revenue rank38th
vs Retail peers
Investment cost rank17th
Lower investment ranks lower (better)
Royalty rate rank59th
Lower royalty = lower percentile (better)
Unit count rank63th
vs Retail peers
Risk score rank10th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
95
Opened
42
Last reporting year
Closed
2
Turnover rate
2.1%
Company-owned
0
Corporate units in the system
% franchised
100%
vs corporate-owned
Net growth (yr3)
+72.7%
Net unit change last year
3-yr CAGR
+53.2%
Compounded over last 3 years
2023
95+40
Franchised units
2024
55
Franchised units
2025
62
Franchised units

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

Item 20 · 22 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 · 22 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
33
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

44
Risk · 0-100
STRONG44 / 100

Poolwerx presents meaningful risk due to undisclosed profitability, unprotected territories, and lack of financial transparency despite strong average revenues.

Score breakdown · what drove the 44 / 100 rating

  1. 01MINORNo net income disclosure (Item 19) prevents ROI verification and profitability assessment
  2. 02MINORUnprotected territory creates direct competition risk and customer poaching by other franchisees
  3. 03MINOR72.7% unit growth YoY is anomalously high — suggests aggressive expansion, possible unsustainable recruitment, or prior contraction baseline
  4. 04MINORHigh initial investment range ($104K–$350K) with 7% royalty on $1.24M average revenue = $86,940 annual royalty before operating expenses
  5. 05HIGH10-year term locks franchisee into relationship with limited escape; no going concern flag but financial health opacity is concerning

Severity inferred from the FDD text · not a regulatory classification

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

Contract & Territory Detail

Territory
Marketing Area defined by Zip Codes / Carrier Codes
Protected territory
No
Initial term
10 years
Renewal term
10 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
Jury trial waiver
Yes
Non-compete
3 yrs
Post-termination restriction
Owner-operator
Optional
Governing law
Texas

Item 11

Training & Operations

Classroom training
84 hrs
On-the-job training
80 hrs
POS system
Xero-Skimmer-Lightspeed-Stripe
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

56 numbers

Locked
(479) 406-••••
AR
(405) 624-••••
OK
(651) 539-••••
MN

One-time purchase · CSV download · Validation questions included

FDD download

Poolwerx · FDD (2025) PDF

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