FranchiseVerdict
Well Infused logo
FV-02952·CAUTIONExcellent91

Well Infused

Health & Wellness - OtherFranchising since 2024Website
Investment
$324K – $1.0M
69th pct Other
Avg revenue
$1.4M
47th pct Other
Royalty
7.0%
43rd pct Other
Units
2
6th pct Other
SBA default

Bottom line

  • Total investment $324K – $1.0M including a $50K franchise fee, 7.0% ongoing royalty.
  • Average unit revenue of $1.4M/year. Estimated payback in 3.3 years.
  • Rated CAUTION with a risk score of 68/100.
  • Emerging franchise — only 2 years of franchising with 2 units. Early-stage systems carry higher risk but may offer better territory availability.

Item 1 · who you're contracting with

The Franchisor

Legal entity
Well Infused Franchise LLC
Parent company
Legacy Impact Holdings, LLC and Okinawa Holdings, LLC
Incorporated in
Wyoming
HQ
16347 Viansa Way Unit 301, Naples, Florida 34110
Auditor
Kezos & Dunlavy
Audited financials
Franchisor revenue
$0
vs $0 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 Well Infused unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $1,395,622
Franchisor take · royalty + ad fund
Royaltytyp 68%
%
Ad fundtyp 35%
%
Operating costs · category default: personal services
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $324K–$1.0M
Working capital
$
FDD reports $75K–$150K

Unlevered ROIC · per unit

37%

In Yale's "attractive" band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$293K
EBITDA margin
21.0%
Total invested
$799K
Payback
33 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 Well Infused units return on equity?

Edit assumptions

Equity IRR · 5-yr

29.8%

3.68× MOIC

Year-1 DSCR

2.70×

EBITDA ÷ debt service

Equity required

$8.7M

on $19.5M purchase

Total debt

$10.9M

SBA $5.0M + senior + seller note

SBA 7(a) request ($9.8M) exceeds the $5M program cap. Excess capped automatically; backfill via conventional or equity.

Overview

About

Well Infused appears to be a beverage or wellness infusion concept where franchisees operate retail locations preparing and selling infused drinks or health beverages. Day-to-day operations likely involve inventory management, product preparation, customer service, point-of-sale management, and local marketing to drive foot traffic in a protected territory.

CEO
Shawn Dill
Founded
2022
FDD year
2025
States available
2

Item 7 · what it costs

The Vitals

Total investment
$324K – $1.0M
All-in to open one unit
Liquid capital
$75K – $150K
Cash you must have on hand
Franchise fee
$50K
Royalty
7.0%
Gross Sales · typical 6–8%
Ad fund
2.0%
typical 3–5%
Total fee load
9.0%
vs 9–13% typical
Payback period
3.3 yrs
From v3 / Item 19

Item 19

Financial Performance

Avg gross sales
$1.4M
Per unit, per year
Median gross sales
Item 19 type
Affiliate-owned
Sample size
1 units
vs category median 12 · small
Transparency
9 / 5
vs category median 4 / 5 · above
Revenue rank47th
vs Health & Wellness - Other peers
Investment cost rank69th
Lower investment ranks lower (better)
Royalty rate rank43th
Lower royalty = lower percentile (better)
Unit count rank6th
vs Health & Wellness - Other peers
Risk score rank82th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
2
Opened
0
Last reporting year
Closed
0
Turnover rate
0.0%
Company-owned
2
Corporate units in the system
% franchised
0%
vs corporate-owned
2023
0±0
Franchised units
2024
0
Franchised units
2025
0
Franchised units

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

Item 20 · 17 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 · 17 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

68
Risk · 0-100
CAUTION68 / 100

This is a pre-scale franchise with only 2 operating units, undisclosed growth, going concern status, and no financial performance substantiation—representing substantial execution and franchisor viability risk.

Score breakdown · what drove the 68 / 100 rating

  1. 01MEDOnly 2 existing units with unknown growth trajectory indicates extremely limited operating history and proof of concept
  2. 02HIGHGoing Concern status of False suggests financial instability or viability concerns at franchisor level
  3. 03MEDNo Item 19 (financial performance representations) disclosed limits ability to validate the $208k avg net income claim
  4. 04MINORWide investment range ($324k-$1M) with only 2 comparable units makes ROI projections unreliable
  5. 05MINORMinimal franchisee network (2 units) creates execution risk and insufficient peer support/troubleshooting resources

Severity inferred from the FDD text · not a regulatory classification

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

Contract & Territory Detail

Territory
Designated Area
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
Florida

Item 11

Training & Operations

Classroom training
16 hrs
On-the-job training
32 hrs
POS system
Zenoti
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
(804) 371-••••
VA
(212) 416-••••
NY
(860) 240-••••
CT

One-time purchase · CSV download · Validation questions included

FDD download

Well Infused · FDD (2025) PDF

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