Service ExpertsFranchise Cost, Revenue & Review 2026
Data from FDD filing + SBA 7(a) records
FranchiseVerdict summary · 2026
A Service Experts franchise requires a total initial investment of $146K – $285K, including a $60K franchise fee and an ongoing 6.0% royalty[2]. Per the 2025 FDD, average unit revenue was $6.3M[2]. Verdict grade: A. Run a live ROI scan →
Data last verified June 21, 2026 · figures per the 2025 FDD issuance
Overview
- Investment
- $146K – $285K
- 54th pct Home Services
- Avg gross sales
- $6.3M
- 51st pct Home Services
- Royalty
- 6.0%
- 13th pct Home Services
- Units
- 89
- 51st 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
Each dollar invested generates 29.4x in gross revenue, well above the typical 1.5-2.5x range.
Started franchising in 2025. Newer systems carry more uncertainty but may offer better territories.
Bottom line
- Total investment $146K – $285K including a $60K franchise fee, 6.0% ongoing royalty.
- Average unit revenue of $6.3M/year (median $6.3M). Estimated payback in 0.4 years (based on P&L Bottom Line).
- Verdict A (Top Quintile) with a risk score of 50/100.
Item 1 · who you're contracting with
The Franchisor
- Legal entity
- Service Experts Franchising LLC
- Parent company
- Brookfield Asset Management
- Incorporated in
- DE
- HQ
- 3400 N. Central Expressway, Suite 410, Richardson, TX 75080
- Auditor
- Ernst & Young LLP
- Audited financials
- Franchisor revenue
- $0
- vs $0 prior year
Overview
About
Service Experts franchisees operate as HVAC, plumbing, and home services providers, dispatching technicians to residential and commercial customers for installations, repairs, and maintenance contracts. Daily operations involve managing service calls, technician scheduling, customer invoicing, and local marketing to build recurring revenue streams.
- Headquarters
- TX
- Founded
- 1996
- FDD year
- 2025
- States available
- 29
FDD Item 7 · 2025 filing
Initial investment breakdown
| Cost component | Low | High |
|---|---|---|
| Initial franchise fee | $60K | $60K |
| Working capital (3–6 mo) | $30K | $70K |
| Equipment, build-out, other | $56K | $155K |
| Total initial investment | $146K | $285K |
Source: Service Experts 2025 FDD, Items 5 and 7[2]. “Equipment, build-out, other” is computed as total minus disclosed line items above.
Single-unit · estimated
Returns at a glance
Indicative numbers using FDD Item 7 / Item 19 inputs and category-benchmarked cost ratios. Full single-unit, 25-unit portfolio, and LBO models (with every input editable to stress-test your own scenario) live on the financials page.
Store EBITDA · annual
$696K
11.0% margin
Unlevered ROIC
262%
EBITDA / total invested capital
Payback
5 mo
cash-on-cash, unlevered
Item 7 · what it costs to open + operate
The Vitals
- Total investment
- $146K – $285K
- Near category avg vs category
- Liquid capital req'd
- $30K – $70K
- Near category avg vs category
- Franchise fee
- $60K – $60K
- Near category avg vs category
- Royalty
- 6.0%
- percentage_of_gross · typical 6–8%
- Ad fund
- 2.0%
- typical 3–5%
- Total fee load
- 8.0%
- vs 9–13% typical
- Payback period
- 0.4 yrs
- From FDD / Item 19
Ongoing fees · Item 6
| Fee | Amount |
|---|---|
| Royalty | 6.0% of gross sales |
| Marketing / ad fund | 2.0% of gross sales |
| Technology fee | $500 |
| Transfer fee | $30K |
| Renewal fee | $6K |
| Total fee load | 8.0% of rev |
Financial Performance
- Avg gross sales
- $6.3M
- Per unit, per year
- Median gross sales
- $6.3M
- Avg p&l bottom line
- $485K
- Reported as P&L Bottom Line in FDD Item 19
- Item 19 type
- gross_sales
- Sample size
- 38 units
- vs category median 25
- Range (low → high)
- $1.8M→$19.2M
- Cohort dispersion (min → max)
- Transparency
- 10 / 5
- vs category median 4 / 5 · above
Compared against 349 Home Services brands
Revenue is 29.4x the investment midpoint. At typical franchise margins, this suggests a payback under 3 years.
vs Home Services averages
How Service Experts Compares
Unit growth
Item 20 · unit dynamics
The Growth Chart
- Total units
- 89
- Opened
- 0
- Last reporting year
- Closed
- 0
- Turnover rate
- 0.0%
- Company-owned
- 89
- Corporate units in the system
- % franchised
- 0%
- vs corporate-owned
3-year detail · Item 20
- Transfers (3yr)
- 0
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.
- Total loans
- 81
- Loan volume
- N/A
- Amount data pending
- Median loan
- N/A
- 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
- 0
- Defaults
- 0
Explore lender portfolios on Bank Reports or regional data on State Reports.
Risk analysis
FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17
Risk & Legal
Moderately risky HVAC/plumbing service franchise with opaque financial data, stagnant unit count, and high investment-to-income ratio requiring careful franchisee validation.
Audited financials (Item 21)
Yes · Ernst & Young LLP
Franchisor revenue (Item 21)
Franchisor entity revenue (not unit-level)
Score breakdown · what drove the 50 / 100 rating
- 01MINORUnknown unit growth trajectory with only 89 units suggests stagnant or declining system despite 10-year maturity
- 02MINORNo Item 19 financial performance disclosure limits validation of claimed $485K avg net income
- 03MINORHigh initial investment ($145-285K) against modest net income creates 30%+ payback period with execution risk
- 04MINOR6% royalty + minimum royalty structure unclear on minimum threshold, potentially punitive for slower-ramping franchisees
- 05MINORService-based business model dependent on labor costs and local market saturation with protected territory uncertainty
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 |
| Allowed renewalsℹ | 1 |
| Territory type | Zip Codes |
| Protected territory | Yes |
| Online sales rights | Granted |
| Franchisor can compete | Yes |
| Hire a manager? | Allowed |
| Owner-operator | Required |
| Non-compete (years)ℹ | 2 years |
| Right of first refusalℹ | Yes |
| Termination notice | 30 days |
| Mandatory arbitration | No |
| Jury trial waiver | Yes |
| Governing law | Texas |
| Litigation count | 0 |
Items 10, 11
Training & Operations
- Classroom training
- 105 hrs
- On-the-job training
- 40 hrs
- POS system
- ServiceTitan FSM
- Operating tech stack
Items 5 & 11
Franchisor Support
Technology: ServiceTitan FSM
Item 20 · call current owners
Franchisee Contacts
18 owners to call
Name · phone · city · state. Extracted from FDD Item 20
FDD download
Service Experts · FDD (2025) PDF
Frequently asked questions
Frequently Asked Questions
How much does it cost to open a Service Experts franchise?
The total investment to open a Service Experts franchise ranges from $146K – $285K, with an initial franchise fee of $60K. This includes real estate, equipment, inventory, and working capital as disclosed in their Franchise Disclosure Document (FDD).
What do Service Experts franchise owners earn?
According to Item 19 of the Service Experts FDD, the average gross sales per unit is $6.3M. The median is $6.3M. Note: this is gross revenue, not profit. Actual owner earnings vary based on location, operating costs, and management.
What is Service Experts's franchise failure rate?
SBA 7(a) loan charge-off data is not available for Service Experts (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 Service Experts franchise locations are there?
As of their most recent FDD filing, Service Experts has 89 total units in the United States, including 0 franchised units and 89 company-owned units.
Is Service Experts a good franchise to buy?
FranchiseVerdict rates Service Experts as a A-grade franchise with a risk score of 50 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.