Service Experts

Service Experts

Franzy VerifiedInformation based on 2026 FDD

Home Services · HVAC

Investment min
$149K
Total: $149K–$289K
Avg gross revenue
$7M
Unit-level, 2026
Franchise fee
$60K
Per current disclosure
Royalty
6%
of gross revenue
Locations
2
Franchising since 2025

Description

What is Service Experts?

Founded in 1996, Service Experts has grown into one of the largest residential HVAC companies in the United States. Headquartered in Richardson, Texas, we’ve built a strong reputation for keeping homes comfortable and customers happy. With operations in 30+ states, our technicians serve around 2,500 homes and businesses daily, delivering trusted heating, cooling, heat pumps, water heaters, ductwork & installation, commercial HVAC and indoor air quality solutions nationwide. Service Experts is committed to improving the way people live in and experience their homes through connected products, beneficial guidance, and unmatched service excellence. Collaborating to transform the industry, commitment to loyalty, honesty and accountability while giving back to the community make Service Experts an outstanding organization and opportunity!

  • Revenue performance 325% above HVAC sector average
  • Strong 37.7% gross profit margin with $2.6M+ average profit
  • Operational heritage since 1947 with proven expertise
  • Lower investment barrier versus sector competitors
  • Essential HVAC services with recession-resistant demand
  • Multi-unit development opportunities for growth

Location Analysis

Where Service Experts wins

Service Experts demonstrates concentrated strength across the Southern United States, Midwest, Mid-Atlantic, and Southwest regions, with notable presence in high-growth Sun Belt markets including Dallas-Fort Worth, Houston, Charlotte, Atlanta, and Nashville. This geographic footprint aligns strategically with areas experiencing extreme seasonal temperature swings that drive both emergency service demand and system replacement cycles. The brand's concentration in Texas, North Carolina, Georgia, Tennessee, Florida, Ohio, Indiana, and Virginia reflects targeting of markets with established suburban housing stock, high homeownership rates, and growing populations requiring reliable HVAC services. Customer ratings of 3.8 to 4.1 stars with moderate to high review volume indicate active market engagement with performance variance across locations and individual technicians. Positive sentiment around professional technicians, timely service response, and quality workmanship suggests operational competency, while recurring concerns about premium pricing, aggressive replacement sales tactics, and service inconsistency point to quality control challenges inherent in multi-location service businesses. The ideal demographic profile—middle to upper-middle income homeowners in established neighborhoods with aging systems—aligns well with markets supporting premium service pricing, though price sensitivity remains a competitive consideration. Territory requirements emphasizing residential density, climate extremes, skilled labor access, and proximity to suppliers indicate substantial pre-launch market analysis requirements. Prospective franchisees should conduct granular territory-level validation including competitive density mapping, technician labor availability assessment, and customer acquisition cost modeling specific to their proposed market.
Total US locations
N/A
Franchise units
2
Corporate locations
82
Avg. sq. footage
Territory check

Is your territory available?

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Financial Analysis

The numbers behind Service Experts

Avg gross revenue$6,881,668
Investment range$148,750 – $288,900
Investment midpoint$218,825
Brand fund1%
Royalty6%
Franchise fee$59,900
Min. net worth$350,000
Min. liquid capital$150,000
Service Experts presents a mature franchise operating in the essential home services sector with an established 28-year track record since 1996. The investment range of $148,750 to $288,900 positions this as a mid-tier home services opportunity requiring moderate capital deployment, likely reflecting vehicle fleet investments, diagnostic equipment, inventory, and initial working capital for a territory-based service model. The reported gross revenue of approximately $6.88 million suggests substantial system-wide performance, though without unit count data, per-location economics remain unclear. This revenue figure implies either strong individual territory performance or reflects aggregated multi-unit operations, warranting careful investigation into typical territory revenue profiles and the timeframe to reach maturity. The HVAC sector offers recession-resistant characteristics given the non-discretionary nature of heating and cooling system failures, though competitive pressure from independent operators and capital intensity of inventory and equipment create margin considerations. Review feedback indicating premium pricing relative to local competitors suggests possible brand value but also highlights pricing sensitivity that may compress margins in cost-conscious markets. The operational model requires skilled technician recruitment and retention, creating labor dependency risk in tight markets. Scalability depends heavily on territory density, seasonal demand fluctuations, and the ability to build recurring maintenance contract revenue to offset project-based volatility. Prospective franchisees should conduct detailed financial validation including unit-level P&L analysis, working capital cycles, and realistic revenue ramp assumptions.
Did you know? Service Experts, operating in the HVAC home services sector, requires an initial investment ranging from $148,750 to $288,900. The franchise fee was not disclosed in available materials. This mid-tier investment reflects the capital requirements for vehicle fleet, diagnostic equipment, parts inventory, and working capital necessary to operate a territory-based residential HVAC service business. Founded in 1996, the brand targets established suburban markets with aging housing stock and extreme seasonal temperature demands.

Financing partners

Vetted partners, tailored to franchisees

Your Franzy advisor can connect you with these partners later in the process — competitive rates, specialized in franchise financing.

FranFund

Lender

CRF USA

Nonprofit SBA lender; provides financing for franchise acquisitions, startups, and expansion.

Lender

First Bank of the Lake

Lender

Pension Pros

Lender

FDD Item 7

Initial investment range

$149K–$289K
Most common
$148,750
Minimum
$218,825
Midpoint
$288,900
Maximum

Per FDD Item 7, total initial investment ranges from $148,750 to $288,900. The midpoint $218,825 is what most franchisees report at signing — financing typically reduces cash-at-close by 80–90%. Knowing the investment range helps you plan confidently and ensure you're fully prepared to make the leap.

2026 Franchise Disclosure

FDD documents

Below are items 2, 3, 4, 7, 11 and 19 for Service Experts's 2026 FDD. The complete FDD is delivered to you directly by the franchisor, per the FTC Franchise Rule.

Estimated initial investment
FDD Item 7 · PDF
Financial performance representations
FDD Item 19 · PDF
Members-only items
Executive team
FDD Item 2 · PDF
Litigation
FDD Item 3 · PDF
Bankruptcy
FDD Item 4 · PDF
Franchisor assistance
FDD Item 11 · PDF
Members only
Unlock the 2026 FDD

Connect to download Items 2, 3, 4, and 11 — direct from the franchisor.

Buyer FAQs

Frequently asked questions

The initial investment for a Service Experts franchise typically ranges between $148,750.00 and $288,900.00. This includes the franchise fee, equipment, real estate, and other startup costs. To get a detailed breakdown and better understand the financial requirements, we recommend scheduling a call with the Franzy team. We'll walk you through the specifics and answer any questions you might have. For more detailed information, refer to the financial sections of the FDD.

Disclaimer. The information provided on this page is based on the latest Franchise Disclosure Document (FDD) we have on record, which was issued in 2026. This information is for informational purposes only and is not intended to constitute legal, financial, or business advice. We make no guarantees or claims regarding the completeness or accuracy. Only the franchisor can confirm that the information is complete and accurate and we recommend consulting the franchisor directly for the most recent FDD and regarding any questions that you may have about the information provided.

Service Experts
Service Experts
$7M avg revenue · 2+ US franchises

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