Bottom line
- Total investment $70K – $164K including a $25K franchise fee.
- No Item 19 financial performance data disclosed — the franchisor chose not to publish revenue figures.
- Rated CAUTION with a risk score of 75/100.
- 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
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 Valbridge Property Advisors unit return on the cash you put in?
Unlevered ROIC · per unit
75%
Above typical band (30–60%)
Overview
About
Valbridge Property Advisors franchisees provide commercial real estate valuation, advisory, and consulting services to institutional and private clients. Franchisees typically operate as independent appraisers and consultants, managing client relationships, conducting property valuations, and delivering market analysis reports. Revenue is generated through service fees and depends heavily on local market demand and franchisee's professional credentials.
Item 7 · what it costs
The Vitals
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
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 20 · 33 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 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.
No SBA loan data available for this brand.
FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17
Risk & Legal
High-risk franchise with going concern issues, zero disclosed units, profitability data gaps, litigation history involving fiduciary breaches, and unclear franchisor financial stability.
Score breakdown · what drove the 75 / 100 rating
- 01HIGHGoing concern status is FALSE — indicates potential financial instability or operational uncertainty at franchisor level
- 02MEDZero disclosed units with unknown growth trajectory suggests either brand is new/unproven or experiencing contraction
- 03HIGHLitigation history: settled lawsuit ($70,000) involving fiduciary duty breach and intentional interference with franchise sale raises governance concerns
- 04MEDNo average revenue or net income disclosure (missing Item 19) prevents ROI validation and suggests franchisor may lack franchisee profitability data
- 05MINORUnprotected territory creates direct competition risk between franchisees in same market
- 06MINORHigh royalty burden: $27,500 fixed annual fee plus 3.5% of revenues above $725K creates break-even pressure on lower-performing units
- 07MINOR5-year term is shorter than industry standard (typical 10 years), creating renewal/stability uncertainty
Severity inferred from the FDD text · not a regulatory classification
FDD Items 5, 6, 12, 17 · continued from Risk & Legal
Contract & Territory Detail
Item 11
Training & Operations
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
57 numbers
One-time purchase · CSV download · Validation questions included
FDD download
Valbridge Property Advisors · FDD (2024) PDF