Bottom line
- Total investment $271K – $931K including a $30K franchise fee, 6.0% ongoing royalty.
- Average unit revenue of $354K/year (median $289K).
- Rated MODERATE with a risk score of 65/100. SBA loan default rate of 0.0% across 8 loans (below the industry average).
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 Yogurt Mountain unit return on the cash you put in?
Unlevered ROIC · per unit
9%
Below typical band (30–60%)
Levered LBO scenario · Yale Crease Capital framing
What would 25 Yogurt Mountain units return on equity?
Equity IRR · 5-yr
49.9%
7.57× MOIC
Year-1 DSCR
1.88×
EBITDA ÷ debt service
Equity required
$567K
on $2.8M purchase
Total debt
$2.3M
SBA $1.4M + senior + seller note
Overview
About
Yogurt Mountain franchisees operate frozen yogurt retail locations where customers self-serve froyo into cups and pay by weight. Day-to-day operations include inventory management, equipment maintenance, customer service, staff scheduling, and point-of-sale transactions in a high-touch retail environment.
Item 7 · what it costs
The Vitals
Item 19
Financial Performance
Item 20 · unit dynamics
The Growth Chart
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 20 · 14 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.
FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17
Risk & Legal
Yogurt Mountain presents a CAUTION-level risk profile due to declining unit count, missing profitability data, high royalty rates, and a small system size that limits viability validation.
Score breakdown · what drove the 65 / 100 rating
- 01MEDUnit count declined 5.3% YoY (23 units total) indicating contraction and potential system maturity or viability issues
- 02MEDNet income not disclosed in Item 19 prevents ROI validation; average revenue of $354,211 may not support the $271,110–$930,500 investment range
- 03MEDHigh royalty burden on traditional model (6% of gross sales) combined with undisclosed profitability creates uncertainty on actual franchisee take-home earnings
- 04MEDSmall franchisee base (23 units) limits diversification and suggests limited brand recognition or market demand
- 05MINOR5-year term is relatively short; renewal risk and system instability for long-term franchisees are unclear
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
20 numbers
One-time purchase · CSV download · Validation questions included
FDD download
Yogurt Mountain · FDD (2025) PDF