About Level Up Franchise
Level Up Automation is a home and commercial technology franchise specializing in the design and installation of smart home and building automation systems.
Services include lighting control, home theater setup, security camera installation, audio systems, smart thermostats, and other connected technology solutions for both residential and commercial clients.
The franchise fee is $25,000, and Level Up has been franchising since 2021.
Level Up Franchise Cost & Fees
Minimum Investment
$41K
Average Investment
$50K
Maximum Investment
$58K
| Fee Type | Amount | Notes |
|---|---|---|
| Initial Franchise Fee | $25,000 | One-time payment upon signing |
| Royalty Fee | The greater of 5% of monthly Gross Revenue per month or $500 per month of gross sales | Ongoing; paid monthly |
| Marketing/Ad Fund | Up to 2% of monthly Gross Revenue for Brand Fund Contribution (currently 1%) and 3% of monthly Gross Revenue for Required Minimum Expenditure for Local Marketing and Advertising | National brand fund |
| Total Investment Range | $41,300 – $57,700 | Includes build-out, inventory, working capital |
The investment range of $41K–$58K reflects variability in build-out costs, store size, lease terms, and market. The combined royalty (The greater of 5% of monthly Gross Revenue per month or $500 per month) and marketing fee (Up to 2% of monthly Gross Revenue for Brand Fund Contribution (currently 1%) and 3% of monthly Gross Revenue for Required Minimum Expenditure for Local Marketing and Advertising) are ongoing costs paid as a percentage of gross sales.
Investment Breakdown (Item 7)
| Item | Low | High |
|---|---|---|
| Initial Franchise Fee | $25,000 | $25,000 |
| Training Expenses | $500 | $3,000 |
| Equipment | $4,000 | $6,300 |
| Licenses and Permits | $500 | $1,500 |
| POS/Office Computer Systems | $1,500 | $2,500 |
| Professional Fees | $3,600 | $5,600 |
| Grand Opening Advertising | $2,000 | $2,000 |
| Insurance | $1,200 | $3,000 |
| Rent Deposits | $0 | $800 |
| Office Supplies and Equipment | $1,000 | $3,000 |
| Additional Funds/Working Capital | $2,000 | $5,000 |
Additional Fees (Item 6)
| Fee Type | Amount |
|---|---|
| Transfer Fee | 50% of the then-current initial franchise fee |
| Renewal Fee | 25% of the then-current franchise fee |
| Technology Fee | $500 per month (Software Fee) |
| Audit Fee | Costs of examination plus related expenses |
| Advertising Cooperative | Your share of actual cost of advertising |
| Late Charge | $75 |
| Interest Charge | 1.5% per month from due date, or maximum allowed by law |
| Insufficient Funds Fee | $75 per violation |
| Relocation Fee | Our costs and expenses incurred in approving your relocation |
| Testing or Supplier Approval Fee | Our costs and expenses of inspection and testing of a proposed item or vendor |
| Interim Management Fee | Our then-current per diem rate for on-site management, plus expenses (currently 20% of Gross Revenue, plus travel and other expenses) |
| Initial Training (additional personnel) | $150 per person day |
| Additional Training | A reasonable fee for all System training programs, plus travel and other related expenses |
| Remedial Training Fee | Our then-current trainer per diem rate plus expenses (currently $300 per day, plus travel and other expenses) |
| Confidential Operations Manual Fee | Our costs and expenses related to preparing a hard copy of the Operations Manual |
| Indemnification | Amount of loss or damages plus costs |
| Reimbursement of Costs and Expenses for Non-compliance | Actual costs and expenses |
| Insurance Reimbursement | Amount paid by us for your insurance obligations, plus a ten percent (10%) administrative fee and other actual expenses |
| Taxes | Amount of taxes |
| Reimbursement of Legal Fees and Expenses | Our costs and expenses, including but not limited to attorneys’ fees, incurred for your failure to pay amounts when due or failure to comply in any way with the Franchise Agreement |
| Post-Termination or Post-Expiration Expenses | Costs and expenses |
Training Program (Item 11)
| Detail | Information |
|---|---|
| Total Duration | 68 hours |
| Classroom Training | 40 hours |
| On-the-Job Training | 16 hours |
| Training Location | Northborough, Massachusetts and Virtual |
| Additional Training | Mandatory or optional additional training programs may be offered from time to time, including attendance at an annual business meeting or franchisee conference for up to five (5) days per year at a designated location. A reasonable fee may be imposed for these programs, and franchisees are responsible for all incidental expenses (travel, lodging, meals, wages). |
Territory Rights (Item 12)
| Detail | Information |
|---|---|
| Territory Type | Protected |
| Exclusive Territory | No |
| Territory Size | Minimum population of approximately 200,000 individuals |
| Description | A limited protected territory located in all or a portion of a listed town, city, or county, identified by a group of contiguous zip codes. The territory is determined on an individual basis taking into account demographics, minimum numbers of households, geographic terrain, and market potential. It will be defined and attached to the Franchise Agreement as Attachment 3. |
Renewal, Termination & Transfer (Item 17)
| Detail | Information |
|---|---|
| Initial Term | 10 years |
| Renewal Term | Two (2) additional terms of five (5) years each |
| Renewal Fee | 25% of the then-current initial franchise fee |
| Renewal Conditions | Franchisee must be in full compliance with the Agreement, have no more than three (3) events of default during the current term, provide written notice at least ten months before term end, execute a new franchise agreement, pay renewal fee, repair/upgrade assets to current specifications, execute a general release, and comply with current qualifications and training requirements. A new agreement may have materially different terms. |
| Transfer Fee | 50% of the then-current initial franchise fee (25% for existing franchisees in good standing, waived for ownership interest transfers among existing shareholders/members without management control change) |
| Transfer Conditions | Transferee and principals must meet franchisor's standards, have sufficient business experience and financial resources, complete initial management training, and pay all amounts owed to franchisor and third-party creditors. Franchisee and transferee must execute a general release, and franchisee must subordinate claims against transferee and indemnify franchisor for 3 years. Franchisor must approve material terms of transfer. |
| Termination for Cause | The franchisor may terminate for various non-curable defaults including failure to obtain licenses/open business on time, falsifying reports, ceasing operations for 5+ days, failing to comply with laws, understating Gross Revenue two or more times, failing to comply with insurance/indemnification, unauthorized transfer, failure to transfer upon death/disability, misrepresentation in application, felony conviction, adverse judgment for fraud/racketeering, concealing revenues, creating public health/safety threat, refusing inspection/audit, unauthorized use of IP, non-competition covenant failure, 3+ defaults or 2+ default notices in 12 months, insufficient funds two or more times in 12 months, or terminating without cause. Curable defaults (non-payment, non-monetary obligations) have a 5-day cure period, but repeated defaults can become non-curable. |
| Non-Compete Period | During the term of the franchise and for 24 months after termination or expiration |
| Non-Compete Details | During the term, franchisee and principals may not divert business/customers to competitors, participate in any home technology automation/integration business similar to the System, or act prejudicially to the Marks/System. Post-termination, these restrictions apply within 50 miles of the former territory or any Level Up Automation office location. |
Operations & Supply (Items 8 & 15)
| Detail | Information |
|---|---|
| Owner-Operator Required | Yes |
| Participation Details | The franchisee must personally supervise the Level Up Automation outlet and remain active in overseeing the Franchised Business. A General Manager may be appointed to direct daily operations, who can be the franchisee or a principal, must devote full time to the job, and cannot have an interest or business relationship with any competitors. The General Manager must successfully complete the Initial Management Training Program and all other required training courses. |
| Required Suppliers | Franchisees must use franchisor-identified suppliers, distributors, and manufacturers for certain equipment, inventory, and services, including all items outlined in the Operations Manual, equipment bearing the Marks, website design services, and search engine optimization (SEO) services. Approved vehicles must also meet franchisor standards and specifications. |
| Supply Restrictions | The franchisor maintains written lists of approved items (by brand name and/or specifications) and designated suppliers/contractors in the Operations Manual, which are updated periodically. Franchisees must purchase or lease an approved vehicle that meets specified standards. Requests for approval of alternative items or suppliers require written submission, samples, and information, and may incur product testing costs. Approval is at the franchisor's sole discretion. |
| Franchisor Revenue from Suppliers | During the fiscal year ended September 30, 2021, neither the franchisor nor its affiliates received any revenue from vendors on account of required purchases by franchisees. |
Financing (Item 10)
| Detail | Information |
|---|---|
| Financing Available | No |
| Description | We do not offer direct or indirect financing. We do not guarantee any note, lease or obligation on your behalf. |
Level Up Franchise Earnings — Item 19
Level Up 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.
Level Up 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.
Level Up Litigation & Risk Flags
Clean Litigation RecordLevel Up 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.
Level Up System Growth
Total Units
1
Franchised
0
Company-Owned
1
Level Up currently operates 0 franchised locations and 1 company-owned units. Unit count data is sourced from Item 20 of the FDD.
Unit History (Item 20)
| Year | Opened | Closed | Total |
|---|---|---|---|
| 2019 | 0 | 0 | 1 |
| 2020 | 0 | 0 | 1 |
| 2021 | 0 | 0 | 1 |
Transfers: 0 | Closures: 0
State Registrations
Registered in 16 states: CA, CT, HI, IL, IN, MD, MI, MN, NY, ND, OR, RI, SD, VA, WA, WI
Franchisor Financials (Item 21)
0
Net Income
$-9,694
Total Assets
$12K
Audited by REESE CPA LLC for year ending September 30.
Level Up Franchise — FAQ
The total investment to open a Level Up franchise ranges from $41,300 to $57,700, per their Franchise Disclosure Document. This includes the initial franchise fee of $25,000. The investment covers build-out, inventory, equipment, signage, working capital, and other startup costs.
Level Up charges a royalty fee of The greater of 5% of monthly Gross Revenue per month or $500 per month of gross sales, plus a Up to 2% of monthly Gross Revenue for Brand Fund Contribution (currently 1%) and 3% of monthly Gross Revenue for Required Minimum Expenditure for Local Marketing and Advertising contribution to the marketing/advertising fund. These fees are paid on an ongoing basis.
You can download the Level Up 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 Level Up to ensure you have the most up-to-date version.
Level Up 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.
Level Up has been franchising since 2021. The FDD shows an investment range of $41,300-$57,700, a The greater of 5% of monthly Gross Revenue per month or $500 per month 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 $25,000 and the total investment ranges from $41,300 to $57,700 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 Level Up and consult a qualified franchise attorney before making any investment decision. FranchiseOverview.com is operated by Franchising Compliance, LLC and is not affiliated with Level Up or any of its subsidiaries. To report an inaccuracy: info@franchiseoverview.com