FranchiseVerdict
The Yard Milkshake Bar logo
FV-02726·STRONGStandard76

The Yard Milkshake Bar

Food & Beverage - Full ServiceFranchising since 2018Website
Investment
$242K – $835K
26th pct Full Service
Avg revenue
57th pct Full Service
Royalty
6.0%
54th pct Full Service
Units
23
56th pct Full Service
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $242K – $835K including a $45K franchise fee, 6.0% ongoing royalty.
  • No Item 19 financial performance data disclosed — the franchisor chose not to publish revenue figures.
  • Rated STRONG with a risk score of 46/100. SBA loan default rate of 0.0% across 40 loans (below the industry average).
  • System growing at 216.7% CAGR over 3 years with 23 total units — strong expansion trajectory.

Item 1 · who you're contracting with

The Franchisor

Legal entity
The Yard Milkshake Bar Franchising, LLC
Parent company
The Yard Milkshake Bar Holdings, Inc.
Incorporated in
Alabama
HQ
234 Office Park Drive, Gulf Shores, Alabama 36542
Auditor
Robertson, Andreoli & Covington, P.C.
Audited financials
Franchisor revenue
$1.1M
vs $1.4M 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 The Yard Milkshake Bar unit return on the cash you put in?

Revenue · per unit, per year
$
Item 19 not disclosed — typing your own estimate
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: $242K–$835K
Working capital
$
FDD reports $3K–$30K

Unlevered ROIC · per unit

20%

Below typical band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$113K
EBITDA margin
15.0%
Total invested
$555K
Payback
59 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

Franchisees operate small-format milkshake and beverage bars, focusing on high-margin drink sales in high-traffic locations (malls, entertainment districts, etc.). Daily operations include beverage preparation, inventory management, staff scheduling, and point-of-sale operations with minimal food preparation.

CEO
Logan J. Green
Founded
2018
FDD year
2023
States available
10

Item 7 · what it costs

The Vitals

Total investment
$242K – $835K
All-in to open one unit
Liquid capital
$3K – $30K
Cash you must have on hand
Franchise fee
$45K
Royalty
6.0%
Percentage of Sales · typical 6–8%
Ad fund
2.0%
typical 3–5%
Total fee load
8.0%
vs 9–13% typical

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

Total units
23
Opened
5
Last reporting year
Closed
0
Turnover rate
0.0%
Company-owned
4
Corporate units in the system
% franchised
83%
vs corporate-owned
Multi-unit owners
54.5%
Net growth (yr3)
+35.7%
Net unit change last year
3-yr CAGR
Outlier (see FDD)
Likely small-sample artifact
2021
19+5
Franchised units
2022
14
Franchised units
2023
6
Franchised units

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

Item 20 · 9 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 · 9 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
40
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

46
Risk · 0-100
STRONG46 / 100

Early-stage milkshake concept with immature unit count, undisclosed financials, and unclear franchisor stability presents moderate-to-high investment risk without transparent unit economics.

Score breakdown · what drove the 46 / 100 rating

  1. 01MEDNo Item 19 (Average Unit Volume) disclosed — impossible to assess ROI or payback period against $242k-$835k investment
  2. 02MINOREarly-stage system with only 23 units (35.7% YoY growth is volatile; system too immature to validate model stability)
  3. 03MINORWide investment range ($593k spread) suggests inconsistent unit economics or unclear cost structure
  4. 04MINORFranchise fee ($45k) relatively high for a beverage-only concept with unproven unit economics
  5. 05HIGHGoing Concern status 'False' requires clarification — suggests potential franchisor financial instability or recent restructuring

Severity inferred from the FDD text · not a regulatory classification

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

Contract & Territory Detail

Territory
Radius
Protected territory
Yes
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
2 yrs
Post-termination restriction
Owner-operator
Optional
Governing law
Alabama

Item 11

Training & Operations

Classroom training
0 hrs
On-the-job training
100 hrs
POS system
Clover
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

13 numbers

Locked
(469) 664-••••
Anthony Dipasquale, Kelly Dipisquale, and Mario Dipisquale
TX
(703) 852-••••
Pasquale Scalise and Krista Scalise
VA
(251) 979-••••
The franchisor is The Yard Milkshake Bar Franchising, LLC, located at
AL

One-time purchase · CSV download · Validation questions included

FDD download

The Yard Milkshake Bar · FDD (2023) PDF

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