About Valbridge Property Advisors Franchising System, and/or Valbridge Property Advisors Franchise
Valbridge Property Advisors is a national franchise system specializing in commercial, industrial, multi-family, and residential real property appraisal, business valuation, and personal property appraisal services.
Franchisees operate appraisal practices that provide appraisals, appraisal consulting, appraisal reviews, evaluations to develop opinions of value, and expert testimony.
Their target customers include owners of real property and businesses, banks and other lenders, insurance companies, trusts and estates, and others engaged in the ownership, management, and brokerage of real estate.
Valbridge Property Advisors Franchising System, and/or Valbridge Property Advisors Franchise Cost & Fees
Minimum Investment
$54K
Average Investment
$97K
Maximum Investment
$139K
| Fee Type | Amount | Notes |
|---|---|---|
| Initial Franchise Fee | $17,500 | One-time payment upon signing |
| Royalty Fee | $20,000-$24,200 Base Royalty per year plus 2.0%-3.0% revenue-based Royalty on Gross Revenue over $500,000 of gross sales | Ongoing; paid monthly |
| Marketing/Ad Fund | Up to one third of Base Royalty (Marketing Services Fee) | National brand fund |
| Total Investment Range | $54,270 – $138,784 | Includes build-out, inventory, working capital |
The investment range of $54K–$139K reflects variability in build-out costs, store size, lease terms, and market. The combined royalty ($20,000-$24,200 Base Royalty per year plus 2.0%-3.0% revenue-based Royalty on Gross Revenue over $500,000) and marketing fee (Up to one third of Base Royalty (Marketing Services Fee)) are ongoing costs paid as a percentage of gross sales.
Investment Breakdown (Item 7)
| Item | Low | High |
|---|---|---|
| Initial Franchise Fee | $17,500 | $17,500 |
| Initial Technology Fee | $2,500 | $2,500 |
| Errors and Omissions Insurance Premium | $1,896 | $38,094 |
| Deductible Reserve Contribution Fee | $254 | $5,090 |
| Datappraise SaaS Startup Fees | $2,200 | $5,400 |
| Data Solutions Data Transfer Fee | $5,000 | $5,000 |
| Real Estate Database License | $570 | $3,200 |
| Leasehold Improvements, Fixtures and Signage | $1,000 | $5,000 |
| Rent/Lease | $0 | $5,000 |
| Utility Deposits | $0 | $500 |
| Insurance | $3,000 | $6,000 |
| Furniture and office equipment, including computer system | $1,000 | $7,250 |
| Licenses and Permits, Dues and Subscriptions | $100 | $250 |
| Legal Review and Accounting | $1,500 | $3,000 |
| Travel, Lodging, Meals, Etc. for Initial Training | $1,750 | $2,500 |
| Supplies and Marketing Materials | $1,000 | $2,500 |
| Additional Funds | $15,000 | $30,000 |
Additional Fees (Item 6)
| Fee Type | Amount |
|---|---|
| Transfer Fee | $5,000 |
| Renewal Fee | $69.44 to $2,500 |
| Technology Fee | Up to one third of Base Royalty (Technology Services Fee) |
| Audit Fee | Our actual cost (if underpayment of 5% or more found) |
| Datappraise Software-as-a-Service | $500 per appraiser, $200 per support staff (first year); $300 per appraiser, $200 per support staff (renewal) |
| Data Solutions Database Access Fee | $0 to $250 per month |
| Real Estate Database License | $285 to $400 per seat per month |
| Late Report Fee | $250 |
| Annual Meeting Fee | $900 (year 1), $975 (year 2), $1,025 (year 3+) |
| Training Fee | Up to $1,000 per person |
| Insurance Coverage | Our actual cost plus interest and administrative fee |
| Insurance Deductible Reserve Contribution Fee | $0 to unlimited |
| Late Payment Fee | 5% of amount due |
| Interest on Late Payments | Lesser of 18% per annum or maximum rate permitted by law |
| Liquidated Damages | $1,000 to $2,500 |
Training Program (Item 11)
| Detail | Information |
|---|---|
| Total Duration | 8 hours |
| Classroom Training | 8 hours |
| On-the-Job Training | 0 hours |
| Training Location | Online on demand; may also be delivered live at annual meeting at various locations throughout the United States |
| Additional Training | Franchisor may elect to offer additional required training and refresher courses with a training fee of up to $1,000 per person. We do not provide training in the area of conducting appraisals. |
Territory Rights (Item 12)
| Detail | Information |
|---|---|
| Territory Type | Non-exclusive |
| Exclusive Territory | No |
| Territory Size | Specified geographical area based on population, with target annual gross revenue requirement |
| Description | Franchisees receive a specified geographical area (Territory) including an approved location. The franchisor will not grant any other person the right to establish a physical location in the Territory, but there is no prohibition on franchisor or other franchisees from selling services within the Territory. The Territory may be altered if franchisee fails to achieve target annual revenue by end of second year. |
Renewal, Termination & Transfer (Item 17)
| Detail | Information |
|---|---|
| Initial Term | Through August 3, 2022 (from date of signing) |
| Renewal Term | Term then offered to renewing and new franchisees |
| Renewal Fee | $69.44 to $2,500 |
| Renewal Conditions | Not in default; not adverse party in litigation against franchisor; provide written notice 60-120 days before end of initial term; sign new Franchise Agreement (may have different terms); pay renewal fee; provide general release of all claims |
| Transfer Fee | $5,000 |
| Transfer Conditions | Franchisor has right of first refusal; proposed transferee must be acceptable; franchisee not in default for 60 days; transferee signs then-current Franchise Agreement; transferee completes training; pay $5,000 transfer fee |
| Termination for Cause | Immediately for defaults that cannot be cured; 30 days written notice for defaults that can be cured (first occurrence, cure within 30 days prevents termination) |
| Non-Compete Period | 2 years |
| Non-Compete Details | For 2 years after termination or expiration: no involvement with competing national franchised appraisal business; no soliciting franchisor's competitors' business (except occasional appraisal services); no soliciting franchisor's current/former customers (excluding those developed as part of franchised business); no engaging franchisor's employees or contractors. During franchise term: no unauthorized involvement with competing business; no ownership in similar business; no marketing outside territory. |
Operations & Supply (Items 8 & 15)
| Detail | Information |
|---|---|
| Owner-Operator Required | No |
| Participation Details | Franchisor does not require personal supervision but recommends it. The franchised business must be directly supervised by the franchisee or a manager who has a required designation (MAI, SRA, ASA, CVA, CPA), has completed the training program, and holds at least 10% ownership interest in the franchisee. |
| Required Suppliers | Datappraise SaaS from Data Appraise Systems, LLC (affiliate); Data Solutions database from Valbridge Property Advisors Data Solutions, LLC (affiliate); Real estate database license from CoStar Group, Inc.; Professional liability insurance through franchisor-arranged policy; Marketing materials from approved vendors |
| Supply Restrictions | Franchisees must use Datappraise SaaS for managing comparables data and report assembly. Must use Data Solutions database for storing and accessing real estate data. Must use CoStar real estate database. Cannot use alternative software or databases for these purposes. |
| Franchisor Revenue from Suppliers | Data Appraise generated $190,650 (2018) and $202,433 (2019) from licensing software to franchisees. Data Solutions generated $128,151 (2018) and $85,000 (2019) from licensing data to franchisees. |
Financing (Item 10)
| Detail | Information |
|---|---|
| Financing Available | No |
| Description | We do not offer financing, except in limited circumstances. We do not guarantee any lease or other obligation of our franchisees. |
Valbridge Property Advisors Franchising System, and/or Valbridge Property Advisors Franchise Earnings — Item 19
Valbridge Property Advisors Franchising System, and/or Valbridge Property Advisors does not make an Item 19 financial performance representation in their FDD. This means they do not disclose revenue, profit, or earnings data for franchised locations. Before investing, ask the franchisor directly for franchisee contact information so you can speak with existing owners about their actual financial performance.
Valbridge Property Advisors Franchising System, and/or Valbridge Property Advisors does not include an Item 19 financial performance representation in their FDD. Contact information for current and former franchisees is listed in Item 20 of the FDD.
Valbridge Property Advisors Franchising System, and/or Valbridge Property Advisors Litigation & Risk Flags
Clean Litigation RecordValbridge Property Advisors Franchising System, and/or Valbridge Property Advisors has no pending litigation actions listed in their FDD. There is also no bankruptcy history disclosed.
Litigation and bankruptcy data is sourced from Items 3 and 4 of the FDD. Always verify current status directly from the most recent FDD.
Valbridge Property Advisors Franchising System, and/or Valbridge Property Advisors System Growth
Total Units
45
Franchised
45
Company-Owned
0
Valbridge Property Advisors Franchising System, and/or Valbridge Property Advisors currently operates 45 franchised locations and 0 company-owned units. Unit count data is sourced from Item 20 of the FDD.
Unit History (Item 20)
| Year | Opened | Closed | Total |
|---|---|---|---|
| 2019 | 1 | 1 | 43 |
| 2020 | 1 | 0 | 44 |
| 2021 | 1 | 0 | 45 |
Transfers: 2 | Closures: 1
State Registrations
Registered in 11 states: CA, IL, IN, MD, MI, MN, NY, ND, VA, WA, WI
Valbridge Property Advisors Franchising System, and/or Valbridge Property Advisors Franchise — FAQ
The total investment to open a Valbridge Property Advisors Franchising System, and/or Valbridge Property Advisors franchise ranges from $54,270 to $138,784, per their Franchise Disclosure Document. This includes the initial franchise fee of $17,500. The investment covers build-out, inventory, equipment, signage, working capital, and other startup costs.
Valbridge Property Advisors Franchising System, and/or Valbridge Property Advisors charges a royalty fee of $20,000-$24,200 Base Royalty per year plus 2.0%-3.0% revenue-based Royalty on Gross Revenue over $500,000 of gross sales, plus a Up to one third of Base Royalty (Marketing Services Fee) contribution to the marketing/advertising fund. These fees are paid on an ongoing basis.
You can download the Valbridge Property Advisors Franchising System, and/or Valbridge Property Advisors Franchise Disclosure Document free on this page. The FDD is a public document filed with state franchise registries. Always also request the current FDD directly from Valbridge Property Advisors Franchising System, and/or Valbridge Property Advisors to ensure you have the most up-to-date version.
Valbridge Property Advisors Franchising System, and/or Valbridge Property Advisors does not provide an Item 19 financial performance representation in their FDD, which means they do not disclose franchisee revenue or earnings data. Prospective investors should contact existing franchisees directly (listed in Item 20 of the FDD) to gather real-world financial performance information.
Valbridge Property Advisors Franchising System, and/or Valbridge Property Advisors has been franchising since 2013. The FDD shows an investment range of $54,270-$138,784, a $20,000-$24,200 Base Royalty per year plus 2.0%-3.0% revenue-based Royalty on Gross Revenue over $500,000 royalty, and no Item 19 earnings disclosure. There is no pending litigation. Review the full FDD and contact current franchisees listed in Item 20 before making any investment decision.
The franchise fee is $17,500 and the total investment ranges from $54,270 to $138,784 depending on location size and market. Contact the franchisor directly for current net worth and liquid capital requirements, territory availability, and application details.
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Data Source & Disclaimer: This website is for informational purposes only. It is not an offer to sell or buy a franchise. This profile is based on publicly available FDD data sourced from state franchise registry filings. All information is for research purposes only and does not constitute legal, financial, or investment advice. Data may be outdated or contain errors. Always obtain the current FDD directly from Valbridge Property Advisors Franchising System, and/or Valbridge Property Advisors and consult a qualified franchise attorney before making any investment decision. FranchiseOverview.com is operated by Franchising Compliance, LLC and is not affiliated with Valbridge Property Advisors Franchising System, and/or Valbridge Property Advisors or any of its subsidiaries. To report an inaccuracy: info@franchiseoverview.com