FranchiseVerdict
Veronica's Insurance logo
FV-02887·MODERATEExcellent81

Veronica's Insurance

Business Services - Tax & FinancialFranchising since 2020Website
Investment
$129K – $190K
91st pct Tax & Financi…
Avg revenue
47th pct Tax & Financi…
Royalty
15.0%
44th pct Tax & Financi…
Units
45
47th pct Tax & Financi…
SBA default

Bottom line

  • Total investment $129K – $190K including a $100K franchise fee, 15.0% ongoing royalty.
  • No Item 19 financial performance data disclosed — the franchisor chose not to publish revenue figures.
  • Rated MODERATE with a risk score of 62/100.
  • System growing at 28.6% CAGR over 3 years with 45 total units — strong expansion trajectory.

Item 1 · who you're contracting with

The Franchisor

Legal entity
Veronica’s Insurance Franchise, LLC
Incorporated in
Delaware
HQ
3998 Inland Empire Boulevard, Ontario, California 91764
Auditor
Frisbey, Carter and Associates
Audited financials
Franchisor revenue
$587K
vs $652K 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 Veronica's Insurance 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: $129K–$190K
Working capital
$
FDD reports $5K–$25K

Unlevered ROIC · per unit

13%

Below typical band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$23K
EBITDA margin
3.0%
Total invested
$175K
Payback
93 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

Veronica's Insurance franchisees operate insurance agencies selling policies (likely P&C, health, or life insurance) through direct sales, customer retention, and renewal management. Day-to-day activities include client acquisition, policy underwriting support, customer service, and maintaining relationships with carriers. Revenue is commission-based on new and renewal policies sold within a protected territory.

CEO
Veronica Gallardo
Founded
2019
FDD year
2024
States available
3

Item 7 · what it costs

The Vitals

Total investment
$129K – $190K
All-in to open one unit
Liquid capital
$5K – $25K
Cash you must have on hand
Franchise fee
$100K
Royalty
15.0%
Percentage of Gross Sales · typical 6–8%
Ad fund
5.0%
typical 3–5%
Total fee load
20.0%
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
45
Opened
9
Last reporting year
Closed
9
Turnover rate
20.0%
Company-owned
36
Corporate units in the system
% franchised
20%
vs corporate-owned
Net growth (yr3)
+0.0%
Net unit change last year
3-yr CAGR
+28.6%
Compounded over last 3 years
2022
9±0
Franchised units
2023
9
Franchised units
2024
7
Franchised units

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

Item 20 · 3 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 · 3 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.

No SBA loan data available for this brand.

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

Risk & Legal

62
Risk · 0-100
MODERATE62 / 100

Small franchise system with undisclosed unit economics, extreme renewal royalties, and no financial transparency makes this a high-risk, speculative investment requiring extensive franchisor and franchisee validation before commitment.

Score breakdown · what drove the 62 / 100 rating

  1. 01MEDNo average revenue or net income disclosed (Item 19) — impossible to assess ROI on $129k-$189k investment
  2. 02MINORExtremely high royalty on renewal business (30%) creates ongoing margin pressure and incentivizes churn
  3. 03MEDOnly 45 units systemwide with unknown growth trajectory — suggests limited scale and market validation
  4. 04HIGHGoing Concern status is FALSE — unclear if this means franchisor has liquidity/viability concerns
  5. 05MINOR5-year term is relatively short; unclear renewal terms and post-expiration non-compete enforceability
  6. 06MINORSignificant spread between new business (15%) and renewal (30%) royalties creates accounting complexity and potential disputes

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 and Population
Protected territory
Yes
Initial term
5 years
Renewal term
5 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
California

Item 11

Training & Operations

Classroom training
66 hrs
On-the-job training
16 hrs
POS system
Veronica's CRM
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

21 numbers

Locked
(561) 502-••••
FL
(818) 282-••••
CA
(559) 718-••••
CA

One-time purchase · CSV download · Validation questions included

FDD download

Veronica's Insurance · FDD (2024) PDF

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