Intelligent Assistant
Franchise research report · reviewed 2026 disclosure data
Researching Intelligent Assistant franchise opportunities? Every figure below is cited to the FDD.
Intelligent Assistant franchise specializes in providing AI-powered virtual assistant services to businesses seeking to streamline operations and enhance custom
Headline figures
Quick facts
- How much does it cost to open an Intelligent Assistant franchise?
- The Intelligent Assistant Franchise Disclosure Document reports separate estimated initial investments by format: $168,000–$395,000 for total estimated — $168000 (2026 FDD, Item 7, PDF p. 28); $218,000–$445,000 for total estimated initial investment for three — $218000 (2026 FDD, Item 7, PDF p. 29). These formats are not combined. Each is the franchisor's disclosed estimate, not a quote. Details
- What is the Intelligent Assistant initial franchise fee?
- The disclosed initial franchise fee for a standard single unit is $49,500 (2026 FDD, Item 5, PDF p. 20). Other fee options (for example multi-unit or conversion) are listed separately in the report. Details
- What ongoing fees does Intelligent Assistant charge?
- The disclosed ongoing royalty is 1000% (2026 FDD, Item 6, PDF p. 22). The brand or advertising fund contribution is $2,500 (2026 FDD, Item 6, PDF p. 23). Other recurring fees are listed in Item 6. Details
- Does Intelligent Assistant disclose financial performance (Item 19)?
- Yes. The Intelligent Assistant FDD includes an Item 19 financial performance representation (2026 FDD, Item 19, PDF p. 60). Figures apply only to the locations and period each one covers. Details
- How many Intelligent Assistant locations are there?
- The FDD reports 41 outlets at the end of 2024 (2026 FDD, Item 20, PDF p. 64). Existing locations do not indicate territory availability. Details
From reviewed FDD figures only. Not a recommendation or projection.
What the disclosures show
- 1The 2026 FDD (Item 7) estimates opening costs separately by format: $168,000 – $395,000 (Total Estimated — $168000); $218,000 – $445,000 (Total Estimated Initial Investment for Three — $218000); several initial fee options apply.
- 2Item 19 covers 4 separate groups: other measures for 7 franchised locations; other measures for 7 franchised locations; other measures for 8 franchised locations; other measures for 36 franchised locations. They are not combined.
- 3Outlets declined by 2 in 2024, to 41 (United States, as labeled in the FDD, Item 20).
From reviewed FDD figures only. Not a recommendation or projection.
Costs · Items 5–7
What does it cost to open?
Estimated opening costs and the fees payable to the franchisor.
Startup Investment — Item 7
Range across 2 single-unit formats
2026 FDD · Item 7
Formats disclosed in Item 7 (2)
Each format has its own total. The total depends on the format you choose.
- Total Estimated — $168000PDF p. 28$168,000 – $395,000
- Total Estimated Initial Investment for Three — $218000PDF p. 29$218,000 – $445,000
Standard single-unit franchise fee
2026 FDD · Item 5 · PDF p. 20
Discounted and multi-unit options are separate; see all fees.
Ongoing Fees — Item 6
Selected recurring charges; payment bases and conditions remain attached to each fee.
- Royalty minimum and percent — $1000Main ongoing fee
36 reported fees, each with its payment basis, are listed below; they haven't been sorted into recurring, initial and occasional groups yet.
Financial Performance — Item 19
What results are disclosed—and for which locations?
4 separate populations, shown apart. Revenue is not owner income.
Franchised locations
Other measures · 7 locations
- Who is counted
- Intelligent Office parent/affiliate franchise owners in Top Third, not Intelligent Assistant
- Period
- owner count
- Excluded
- 5locations excluded for incomplete proper monthly reporting. NoIAoperatingcenters.
- Method
- 22owners36locations; amountsperowner, notunit/agreement. Averageoperating16.21years. Unauditedmonthlyreports; onlyIA/hourly-dailymeeting/virtualoffice services, nootherrevenue, excludes taxes/refunds/credits.
Franchised locations
Other measures · 7 locations
- Who is counted
- Intelligent Office parent/affiliate franchise owners in Middle Third, not Intelligent Assistant
- Period
- average units
- Excluded
- 5locations excluded for incomplete proper monthly reporting. NoIAoperatingcenters.
- Method
- 22owners36locations; amountsperowner, notunit/agreement. Averageoperating16.21years. Unauditedmonthlyreports; onlyIA/hourly-dailymeeting/virtualoffice services, nootherrevenue, excludes taxes/refunds/credits.
Franchised locations
Other measures · 8 locations
- Who is counted
- Intelligent Office parent/affiliate franchise owners in Bottom Third, not Intelligent Assistant
- Period
- average units
- Excluded
- 5locations excluded for incomplete proper monthly reporting. NoIAoperatingcenters.
- Method
- 22owners36locations; amountsperowner, notunit/agreement. Averageoperating16.21years. Unauditedmonthlyreports; onlyIA/hourly-dailymeeting/virtualoffice services, nootherrevenue, excludes taxes/refunds/credits.
Franchised locations
Other measures · 36 locations
- Who is counted
- Intelligent Office parent/affiliate franchise owners in Total, not Intelligent Assistant
- Period
- high revenue
- Excluded
- 5locations excluded for incomplete proper monthly reporting. NoIAoperatingcenters.
- Method
- 22owners36locations; amountsperowner, notunit/agreement. Averageoperating16.21years. Unauditedmonthlyreports; onlyIA/hourly-dailymeeting/virtualoffice services, nootherrevenue, excludes taxes/refunds/credits.
These groups are never combined.
Outlet Changes — Item 20
How has the outlet count changed?
United States, as labeled in the FDD · counts as of 2024 of each year.
2026 FDD · Item 20 · PDF p. 64
Net −4 outlets, 2022–2024
Year-end counts reported in Item 20. The scale starts at zero, so the line looks nearly flat; the labels between the dots show each year's change. Openings and closures for 2024 haven't been pulled from the Item 20 tables yet, so no turnover or churn is shown.
Questions to investigate
Prompts based on what this brand's reviewed disclosures do and don't show — not conclusions. Join free as a member to save questions to your research.
For the franchisor
Which line items in the 2026 Item 7 estimate ($168,000 – $445,000) vary most by market, and why?
Which initial fee option would apply to my situation, and what conditions or discounts affect it?
Which locations are included in the Item 19 figures, and which were excluded?
Reported units decreased from 43 to 41 in 2024. What drove the change?
Is a territory available in my area, and how is it defined in my agreement?
For current and former owners
How did your actual startup costs and timeline compare with the Item 7 estimate?
How many hours a week do you work in the business, and in what role?
How do your results compare with the Item 19 figures, and what explains the difference?
What support from the franchisor has been most and least useful?
For your advisors
Ask a franchise attorney to review the territory, renewal, transfer and termination terms.
Ask an accountant to build a cash-flow plan using your own assumptions, not the franchisor's.
Sources & vintage history
Every displayed fact is retained with its disclosure vintage, item, page, and reviewed status. Prior vintages remain on file rather than being overwritten.
Citations (2026 FDD)
- [1]Standard initial franchise fee — Item 5 · PDF p. 20
- [2]Item 19 — Franchised (7 locations) — other measures — Intelligent Office parent/affiliate franchise owners in Top Third, not Intellig… · PDF p. 60
- [3]Item 19 — Franchised (7 locations) — other measures — Intelligent Office parent/affiliate franchise owners in Middle Third, not Intel… · PDF p. 60
- [4]Item 19 — Franchised (8 locations) — other measures · PDF p. 60
- [5]Item 19 — Franchised (36 locations) — other measures · PDF p. 60
- [6]Outlet counts — Item 20, Table 1 · PDF p. 64
"PDF p." is the page in the PDF file; "printed p." is the number printed on the FDD page.
Territory & operations
These are contract disclosures, not confirmation that any territory is currently available.
Legal & agreement
Franchisor financial statements
| Fiscal year | Measure | Reported value |
|---|---|---|
| 2026 | prepaid expense | $4,144 |
| 2026 | total current assets | $4,175 |
| 2026 | related party receivables | $49,557 |
| 2026 | total other assets | $49,557 |
| 2026 | accounts payable | $1,900 |
| 2026 | taxes payable | -$16 |
| 2026 | total current liabilities | $1,884 |
| 2026 | retained earnings | -$48,151 |
| 2026 | total stockholders' equity | $51,849 |
| 2026 | total liabilities and stockholders' equity | $53,733 |
| 2026 | total assets | $53,733 |
| 2026 | fixed assets total fixed assets | $0 |
| 2025 | member's equity | $100,000 |
| 2025 | total liabilities and member's equity | $100,000 |
| 2025 | total assets | $100,000 |
| 2024 | cash and cash equivalents | $436,584 |
| 2024 | contract assets | $50,000 |
| 2024 | inventory | $95,775 |
| 2024 | prepaid expenses | $113,489 |
| 2024 | current portion of promissory notes | $28,257 |
| 2024 | property and equipment | $29,015 |
| 2024 | promissory notes, net of current portion | $4,426 |
| 2024 | liabilities current liabilities accounts payable | $627,750 |
| 2024 | accrued expenses | $849,672 |
| 2024 | contract liabilities, net of current portion | $33,333 |
| 2024 | total long term liabilities | $183,333 |
| 2024 | total liabilities | $2,265,175 |
| 2024 | retained earnings | $2,734,806 |
| 2024 | accumulated other comprehensive income | $121,443 |
| 2024 | total stockholders' equity | $3,231,249 |
| 2024 | total liabilities and stockholders' equity | $5,496,424 |
| 2024 | product | $996,981 |
| 2024 | royalties | $4,269,108 |
| 2024 | total income | $9,613,319 |
| 2024 | gross profit | $6,627,719 |
| 2024 | advertising | $472,979 |
| 2024 | automobile | $84,047 |
| 2024 | bad debt | $62,222 |
| 2024 | computer and software | $45,383 |
| 2024 | depreciation | $13,005 |
| 2024 | insurance | $57,619 |
| 2024 | licensing and registrations | $8,818 |
| 2024 | office | $75,425 |
| 2024 | postage | $58,304 |
| 2024 | taxes | $7,056 |
| 2024 | travel and meals | $355,448 |
| 2024 | total expenses | $5,985,823 |
| 2024 | other income/(expense) interest and dividend income | $22,916 |
| 2024 | income tax | -$1,309 |
| 2024 | gain/(loss) on foreign currency exchange | $11,888 |
| 2024 | total other income/(expense) | $69,446 |
| 2024 | net incomeMore than one value recorded for this year — open the FDD source before comparing | $711,342 |
| 2024 | shareholder distributionsMore than one value recorded for this year — open the FDD source before comparing | -$928,696 |
| 2024 | cash flows from operating activities net income | $711,342 |
| 2024 | adjustments to reconcile net income to net cash provided/(used) by operations depreciation | $13,005 |
| 2024 | increase)/decrease in accounts receivable | -$373,532 |
| 2024 | increase)/decrease in loans receivable | $668,122 |
| 2024 | increase)/decrease in inventory | -$43,320 |
| 2024 | increase)/decrease in prepaid expenses | -$41,848 |
| 2024 | increase/(decrease) in accounts payable | -$88,422 |
| 2024 | increase/(decrease) in accrued expenses | $357,317 |
| 2024 | cash provided/(used) by operating activities | $1,202,488 |
| 2024 | cash flows from investing activities acquisition of fixed assets | -$10,716 |
| 2024 | marketable securities | -$57,578 |
| 2024 | cash flows from financing activities promissory notes | $30,797 |
| 2024 | shareholder distributionsMore than one value recorded for this year — open the FDD source before comparing | -$928,696 |
| 2024 | accounts receivable | $980,433 |
| 2024 | total assets | $5,496,424 |
| 2024 | total current liabilities | $2,081,842 |
| 2024 | marketable securities - at market value | $812,311 |
| 2024 | current portion of contract liabilities | $604,420 |
| 2024 | commitments and contingencies stockholders' equity common stock | $375,000 |
| 2024 | dues and subscriptions | $90,464 |
| 2024 | loans receivable - related companies | $2,946,134 |
| 2024 | long term liabilities long term debt, net of current portion | $150,000 |
| 2024 | bank service charges | $28,500 |
| 2024 | total current assets | $5,462,983 |
| 2024 | net incomeMore than one value recorded for this year — open the FDD source before comparing | $641,896 |
| 2024 | cash provided/(used) by investing activities | -$68,294 |
| 2024 | leasing costs | $25,642 |
| 2024 | interest expense | -$5,689 |
| 2024 | beginning balance | $200,289 |
| 2024 | income franchise fees | $4,324,639 |
| 2024 | payroll | $4,524,565 |
| 2024 | telephone | $8,141 |
| 2024 | retained earnings, beginning | $2,952,160 |
| 2024 | increase/(decrease) in cash | $236,295 |
| 2024 | ending balance | $436,584 |
| 2024 | other income | $22,591 |
| 2024 | cost of goods sold | $2,985,600 |
| 2024 | realized gain/(loss) on investments | $41,640 |
| 2024 | retained earnings, ending | $2,734,806 |
| 2024 | cash provided/(used) by financing activities | -$897,899 |
| 2024 | professional fees | $68,205 |
| 2024 | increase/(decrease) in contract liabilities | -$176 |
| 2024 | interest | $5,689 |
| 2023 | cash and cash equivalents | $200,289 |
| 2023 | accounts receivable | $606,901 |
| 2023 | contract assets | $50,000 |
| 2023 | loans receivable - related companies | $3,614,256 |
| 2023 | current portion of promissory notes | $27,332 |
| 2023 | total current assets | $5,333,977 |
| 2023 | promissory notes, net of current portion | $36,148 |
| 2023 | liabilities current liabilities accounts payable | $716,172 |
| 2023 | current portion of contract liabilities | $637,929 |
| 2023 | accrued expenses | $492,355 |
| 2023 | current portion of long term debt | $3,201 |
| 2023 | total current liabilities | $1,849,657 |
| 2023 | long term liabilities long term debt, net of current portion | $146,799 |
| 2023 | total liabilities | $1,996,456 |
| 2023 | accumulated other comprehensive income | $77,813 |
| 2023 | total stockholders' equity | $3,404,973 |
| 2023 | product | $722,680 |
| 2023 | royalties | $4,173,832 |
| 2023 | total income | $8,019,413 |
| 2023 | cost of goods sold | $1,658,946 |
| 2023 | gross profit | $6,360,467 |
| 2023 | advertising | $505,852 |
| 2023 | bad debt | $1,409 |
| 2023 | bank service charges | $33,741 |
| 2023 | depreciation | $9,126 |
| 2023 | dues and subscriptions | $84,711 |
| 2023 | insurance | $67,115 |
| 2023 | leasing costs | $55,656 |
| 2023 | office | $110,616 |
| 2023 | payroll | $4,267,262 |
| 2023 | postage | $24,270 |
| 2023 | taxes | $10,046 |
| 2023 | telephone | $55,172 |
| 2023 | total expenses | $5,911,973 |
| 2023 | other income/(expense) interest and dividend income | $29,946 |
| 2023 | interest expense | -$5,548 |
| 2023 | income tax | -$15,000 |
| 2023 | gain/(loss) on foreign currency exchange | -$23,884 |
| 2023 | realized gain/(loss) on investments | -$3,591 |
| 2023 | net incomeMore than one value recorded for this year — open the FDD source before comparing | $430,417 |
| 2023 | retained earnings, beginning | $2,761,118 |
| 2023 | retained earnings, ending | $2,952,160 |
| 2023 | adjustments to reconcile net income to net cash provided/(used) by operations depreciation | $9,126 |
| 2023 | increase)/decrease in loans receivable | -$791,363 |
| 2023 | increase)/decrease in inventory | -$18,564 |
| 2023 | increase/(decrease) in accounts payable | $259,158 |
| 2023 | increase/(decrease) in accrued expenses | $8,952 |
| 2023 | cash flows from investing activities acquisition of fixed assets | -$16,697 |
| 2023 | cash provided/(used) by investing activities | -$27,377 |
| 2023 | cash flows from financing activities promissory notes | $10,097 |
| 2023 | shareholder distributionsMore than one value recorded for this year — open the FDD source before comparing | -$239,375 |
| 2023 | commitments and contingencies stockholders' equity common stock | $375,000 |
| 2023 | total liabilities and stockholders' equity | $5,401,429 |
| 2023 | inventory | $52,455 |
| 2023 | property and equipment | $31,304 |
| 2023 | total assets | $5,401,429 |
| 2023 | travel and meals | $348,432 |
| 2023 | shareholder distributionsMore than one value recorded for this year — open the FDD source before comparing | -$239,375 |
| 2023 | cash flows from operating activities net income | $430,417 |
| 2023 | marketable securities - at market value | $711,103 |
| 2023 | prepaid expenses | $71,641 |
| 2023 | income franchise fees | $3,110,307 |
| 2023 | computer and software | $164,307 |
| 2023 | total long term liabilities | $146,799 |
| 2023 | licensing and registrations | $11,595 |
| 2023 | total other income/(expense) | -$18,077 |
| 2023 | retained earnings | $2,952,160 |
| 2023 | other income | $12,594 |
| 2023 | automobile | $87,892 |
| 2023 | net incomeMore than one value recorded for this year — open the FDD source before comparing | $448,494 |
| 2023 | increase)/decrease in accounts receivable | -$88,821 |
| 2023 | professional fees | $74,771 |
| 2023 | increase/(decrease) in contract liabilities | $512,005 |
| 2023 | marketable securities | -$10,680 |
| 2023 | increase)/decrease in prepaid expenses | -$32,352 |
| 2023 | cash provided/(used) by operating activities | $238,558 |
| 2023 | increase)/decrease in contract assets | -$50,000 |
| 2023 | cash provided/(used) by financing activities | -$229,278 |
| 2023 | increase/(decrease) in cash | -$18,097 |
| 2023 | beginning balance | $218,386 |
| 2023 | ending balance | $200,289 |
| 2023 | interest | $5,548 |
| 2022 | cash and cash equivalents | $218,386 |
| 2022 | marketable securities - at market value | $603,817 |
| 2022 | accounts receivable | $518,080 |
| 2022 | loans receivable - related companies | $2,822,893 |
| 2022 | current portion of promissory notes | $22,854 |
| 2022 | total current assets | $4,259,210 |
| 2022 | property and equipment | $23,733 |
| 2022 | promissory notes, net of current portion | $50,723 |
| 2022 | total assets | $4,333,666 |
| 2022 | liabilities current liabilities accounts payable | $457,014 |
| 2022 | current portion of contract liabilities | $125,924 |
| 2022 | current portion of long term debt | $3,201 |
| 2022 | total current liabilities | $1,069,542 |
| 2022 | long term liabilities long term debt, net of current portion | $146,799 |
| 2022 | total long term liabilities | $146,799 |
| 2022 | total liabilities | $1,216,341 |
| 2022 | commitments and contingencies stockholders' equity common stock | $375,000 |
| 2022 | retained earnings | $2,761,118 |
| 2022 | total stockholders' equity | $3,117,325 |
| 2022 | total liabilities and stockholders' equity | $4,333,666 |
| 2022 | income franchise fees | $2,513,285 |
| 2022 | product | $431,815 |
| 2022 | royalties | $4,118,465 |
| 2022 | other income | $20,982 |
| 2022 | cost of goods sold | $1,167,203 |
| 2022 | advertising | $496,446 |
| 2022 | automobile | $68,470 |
| 2022 | bank service charges | $33,921 |
| 2022 | computer and software | $203,836 |
| 2022 | depreciation | $26,829 |
| 2022 | dues and subscriptions | $66,671 |
| 2022 | leasing costs | $82,447 |
| 2022 | licensing and registrations | $8,610 |
| 2022 | office | $88,035 |
| 2022 | payroll | $3,937,711 |
| 2022 | professional fees | $80,680 |
| 2022 | taxes | $7,752 |
| 2022 | telephone | $73,599 |
| 2022 | travel and meals | $317,626 |
| 2022 | total expenses | $5,624,584 |
| 2022 | net incomeMore than one value recorded for this year — open the FDD source before comparing | $294,330 |
| 2022 | other income/(expense) interest and dividend income | $20,630 |
| 2022 | interest expense | -$6,396 |
| 2022 | realized gain/(loss) on investments | -$77,533 |
| 2022 | gain on extinguishment of debt | $255,088 |
| 2022 | total other income/(expense) | $182,266 |
| 2022 | net incomeMore than one value recorded for this year — open the FDD source before comparing | $476,596 |
| 2022 | retained earnings, beginning | $2,284,522 |
| 2022 | retained earnings, ending | $2,761,118 |
| 2022 | cash flows from operating activities net income | $476,596 |
| 2022 | adjustments to reconcile net income to net cash provided/(used) by operations depreciation | $26,829 |
| 2022 | increase)/decrease in accounts receivable | $99,760 |
| 2022 | increase)/decrease in inventory | -$16,906 |
| 2022 | increase)/decrease in prepaid expenses | -$7,904 |
| 2022 | increase/(decrease) in accounts payable | -$182,362 |
| 2022 | increase/(decrease) in accrued expenses | $237,638 |
| 2022 | cash provided/(used) by operating activities | -$414,180 |
| 2022 | cash flows from investing activities acquisition of fixed assets | -$11,186 |
| 2022 | marketable securities | $65,382 |
| 2022 | cash flows from financing activities promissory notes | $32,615 |
| 2022 | interest | $6,396 |
| 2022 | accrued expenses | $483,403 |
| 2022 | prepaid expenses | $39,289 |
| 2022 | gross profit | $5,918,914 |
| 2022 | inventory | $33,891 |
| 2022 | total income | $7,086,117 |
| 2022 | gain/(loss) on foreign currency exchange | $5,477 |
| 2022 | commissions | $1,570 |
| 2022 | insurance | $73,145 |
| 2022 | accumulated other comprehensive income | -$18,793 |
| 2022 | bad debt | $36,815 |
| 2022 | income tax | -$15,000 |
| 2022 | increase)/decrease in loans receivable | -$626,613 |
| 2022 | increase/(decrease) in contract liabilities | -$421,218 |
| 2022 | postage | $21,991 |
| 2022 | cash provided/(used) by investing activities | $54,196 |
| 2022 | cash provided/(used) by financing activities | $32,615 |
| 2022 | increase/(decrease) in cash | -$327,369 |
| 2022 | beginning balance | $545,755 |
| 2022 | ending balance | $218,386 |
| — | loan receivable - related party | $100,000 |
| — | capital - io franchising | $100,000 |
These figures describe the franchisor company, not individual franchise locations.
SBA-backed loans to franchisees
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Source: U.S. Small Business Administration 7(a) & 504 FOIA data. Loan volume is not a measure of franchisee success.
At a glance
Business history
Not reviewed
Owner participation
Not reviewed
Territory language
Not reviewed
Litigation disclosure
Not reviewed
Bankruptcy disclosure
Not reviewed
Agreement term
Not reviewed
Independent analysis of franchisor-provided data. Not investment advice. Franopolis does not distribute FDDs.

