FranchiseVerdict
Vertica Fitness logo
FV-02888·MODERATEExcellent91

Vertica Fitness

Health & FitnessFranchising since 2022Website
Investment
$194K – $324K
34th pct Health & Fitn…
Avg revenue
$302K
9th pct Health & Fitn…
Royalty
8.3%
65th pct Health & Fitn…
Units
7
32nd pct Health & Fitn…
SBA default

Bottom line

  • Total investment $194K – $324K including a $60K franchise fee, 8.3% ongoing royalty.
  • Average unit revenue of $302K/year. Estimated payback in 1.8 years.
  • Rated MODERATE with a risk score of 55/100.

Item 1 · who you're contracting with

The Franchisor

Legal entity
Vertica Fitness Franchising, Inc.
Incorporated in
Arizona
HQ
11834 N. Silver Village Place, Oro Valley, AZ 85737
Auditor
Metwally CPA PLLC
Audited financials
Franchisor revenue
$24K
vs $165K 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 Vertica Fitness unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $302,283
Franchisor take · royalty + ad fund
Royaltytyp 68%
%
Ad fundtyp 35%
%
Operating costs · category default: fitness
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $194K–$324K
Working capital
$
FDD reports $10K–$20K

Unlevered ROIC · per unit

32%

In Yale's "attractive" band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$87K
EBITDA margin
28.7%
Total invested
$274K
Payback
38 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.

Levered LBO scenario · Yale Crease Capital framing

What would 25 Vertica Fitness units return on equity?

Edit assumptions

Equity IRR · 5-yr

49.9%

7.57× MOIC

Year-1 DSCR

1.88×

EBITDA ÷ debt service

Equity required

$1.3M

on $6.6M purchase

Total debt

$5.3M

SBA $3.3M + senior + seller note

Overview

About

Vertica Fitness franchisees operate group fitness studios offering vertical training classes and fitness programming. Daily operations include managing class schedules, instructing or hiring certified instructors, member retention, facility maintenance, and marketing to drive membership sales and recurring revenue.

CEO
Katrina Wyckoff
Founded
2022
FDD year
2025
States available
4

Item 7 · what it costs

The Vitals

Total investment
$194K – $324K
All-in to open one unit
Liquid capital
$10K – $20K
Cash you must have on hand
Franchise fee
$60K
Royalty
8.3%
Percentage of Gross Revenues · typical 6–8%
Ad fund
1.0%
typical 3–5%
Total fee load
9.3%
vs 9–13% typical
Payback period
1.8 yrs
From v3 / Item 19

Item 19

Financial Performance

Avg gross sales
$302K
Per unit, per year
Median gross sales
Item 19 type
Historic Sales and Net Profit
Sample size
7 units
vs category median 12
Range (low → high)
$78K$454K
Cohort dispersion
Transparency
6 / 5
vs category median 4 / 5 · above
Revenue rank9th
vs Health & Fitness peers
Investment cost rank34th
Lower investment ranks lower (better)
Royalty rate rank65th
Lower royalty = lower percentile (better)
Unit count rank32th
vs Health & Fitness peers
Risk score rank32th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
7
Opened
2
Last reporting year
Closed
0
Turnover rate
0.0%
Company-owned
2
Corporate units in the system
% franchised
71%
vs corporate-owned
Multi-unit owners
1.0%
Net growth (yr3)
+66.7%
Net unit change last year
2023
5+2
Franchised units
2024
3
Franchised units
2025
0
Franchised units

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

Item 20 · 25 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 · 25 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

55
Risk · 0-100
MODERATE55 / 100

Early-stage fitness franchise with unverified financial claims, minimal unit density for peer support, and high capital requirements relative to system maturity.

Score breakdown · what drove the 55 / 100 rating

  1. 01MEDOnly 7 units in system with aggressive 66.7% YoY growth suggests extremely early-stage franchise with unproven scalability and limited peer support network
  2. 02MEDNo Item 19 (Financial Performance Representations) disclosed — cannot independently verify the $302,283 average revenue or $144,585 net income claims
  3. 03MINORHigh initial investment ($194,400–$324,275) relative to system size creates significant risk if growth stalls or brand fails to gain traction
  4. 04MINOR8.25% royalty on gross revenues (not net) means franchisees pay royalties even during unprofitable months, reducing financial flexibility
  5. 05MINOREarly growth rate (66.7% YoY) is difficult to sustain and may indicate cherry-picked early adopters rather than repeatable unit economics

Severity inferred from the FDD text · not a regulatory classification

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

Contract & Territory Detail

Territory
Specific geographic region defined by zip codes, natural, or political boundaries
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
No
Jury trial waiver
Yes
Non-compete
2 yrs
Post-termination restriction
Owner-operator
Required
Governing law
Arizona

Item 11

Training & Operations

Classroom training
28 hrs
On-the-job training
24 hrs
POS system
Wellness Living Scheduling and Payment System
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

33 numbers

Locked
(520) 216-••••
The franchisor is Vertica Fitness Franchising, Inc. located at
AZ
(701) 328-••••
ND
(520) 437-••••
AZ

One-time purchase · CSV download · Validation questions included

FDD download

Vertica Fitness · FDD (2025) PDF

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