Storage Authority logo

Storage Authority Franchise

Audited Financials
Real EstateEst. 2014Sarasota, FL
www.storageauthority.com

Risk Score

Pending analysis

Investment Range

$298,000 - $9,517,000

Franchise Fee

$69,000

Total US Locations

3

Business Summary

Storage Authority offers franchisees the opportunity to operate a self-storage facility. This business involves renting out individual storage unit spaces of various sizes, usually on a short-term basis, where tenants can store personal property. Franchisees can choose from three models: constructing a new facility, converting an existing self-storage outlet, or operating a Storage Authority Express, which allows for converting up to three smaller outlets that total up to 50,000 gross square feet combined for a single franchise fee.

Corporate History

Storage Authority, LLC was formed as a Florida Limited Liability Company in July 2014. The co-founder, Marc Goodin, has been involved in operating self-storage businesses through various companies since 2004. Storage Authority began offering franchises in 2015. While the company itself has not directly operated a Storage Authority business, its President, Marc Goodin, has co-owned and managed self-storage facilities under the Storage Authority trade name since 2004, through licenses granted by Storage Authority, LLC.

Financial Overview

Investment Range

$298,000 - $9,517,000

Franchise Fee (Low)

$69,000

Franchise Fee (High)

$69,000

Royalty %

6%

Marketing %

2.5%

Equipment Costs (Low)

$60,000

Equipment Costs (High)

$125,000

Working Capital

$45,000

Audited Financials

Yes

Offers Financing

No

Audit Opinion

Unqualified opinion

Financial Health Notes

The auditors concluded that Storage Authority's financial statements present fairly, in all material respects, the company's financial position and cash flows in accordance with generally accepted accounting principles. However, a special risk highlighted in the FDD indicates that Storage Authority's financial condition, as reflected in its financial statements, calls into question its ability to provide services and support to franchisees. The company has a Member's (Deficit) of $(572,608) as of December 31, 2023, which grew from $(304,464) in 2022, and its cash balance decreased from $635,198 in 2022 to $464,233 in 2023.

Financing Details

Storage Authority does not offer direct financing or guarantee any notes, leases, or obligations for its franchisees. However, the company may refer franchisees to third-party lenders such as Innovative Financing Solution (IFS), Bank Five Nine Financial, and Live Oak Bank, which offer various SBA 7(a) and 504 loan programs, as well as conventional commercial loans. Storage Authority may receive referral fees of 1-2% of the loan amount from these lenders for successful referrals.

Performance Metrics

Total US Locations

3

Franchised Units

1

Corporate Units

2

Avg Square Footage

60,000

Franchising Since

2015

Agreement Terms

Initial Term

20 years

Renewal Term

10 years

Renewal Conditions

To renew the Storage Authority franchise, franchisees must be in good standing, provide notice within 180 days prior to the expiration of the term, and ensure all monetary obligations owed to Storage Authority are fully satisfied. Storage Authority may also require franchisees to sign the then-current form of franchise agreement, which could contain materially different terms, and, at its option, sign a general release of claims against the company.

Training & Support Program

Franchisor Assistance

Before opening, Storage Authority grants and defines the franchisee's exclusive territory, provides initial training for the franchisee and one additional person, loans a copy of the confidential Operations Manual, provides initial forms and publications upon request, offers minimum design standards (but not design services), approves the location for renovation or construction, guides on procurement of signs, fixtures, equipment, inventory, and supplies, assists with website and management software setup, and makes the Development Dynamic Ease Series Guidebook available. During operations, Storage Authority provides ongoing phone, email, or mobile consultation, offers pricing recommendations, may sponsor mandatory annual seminars (franchisee pays expenses) when the network reaches 15 open facilities, distributes manual supplements, offers new manager training (for a fee), maintains a website with a subdomain for each franchisee, provides additional consulting services upon request (for a fee), specifies third-party vendors for property management software, property access control software, and rental kiosk software, protects the brand's marks, and may send secret shoppers (for a fee) to assess the facility and provide findings.

Initial Training Hours

49

Training Location

Online, Sarasota FL, or CT

Ongoing Support

After opening, Storage Authority provides continuing support through phone, email, or mobile consultations during normal business hours for day-to-day operational questions. Storage Authority assists with pricing recommendations for the market area and may sponsor annual seminars on management, sales, marketing, and industry trends once the network has at least 15 open facilities (attendance is mandatory, and franchisees cover travel, living, and a share of event expenses). The franchisor distributes periodic updates to its confidential Operations Manual and other information of general interest. New manager training or additional adequate training deemed necessary by Storage Authority is available for a fee. Storage Authority maintains a website with a subdomain for each franchisee and conducts sales, marketing, and advertising using collected marketing fees. Additional consulting or on-site assistance can be provided upon request for a fee. Storage Authority specifies vendors for property management system software, property access control software, and rental kiosk software. Storage Authority also makes the Development Dynamic Ease Series Guidebook available, provides web-based options for manuals and marketing materials, may send secret shoppers (for a fee) to facilities, and maintains a cloud-based system for franchisee communication and operational materials.

Franchise Requirements

Industry Experience Required

No

Management Experience Required

No

Sales Experience Required

No

Technical Skills Required

No

Operational Details

Location Type

Commercial

Owner Participation

Hands-On

Territory Type

Exclusive

Staff Count

2

Territory Size Requirements

Storage Authority grants exclusive territories defined by a 3-mile radius around the facility location. In rural areas where a 3-mile radius contains fewer than 10,000 people, the territory is extended to a 5-mile radius around the location. For the Storage Authority Express model, the exclusive territory is a 1-mile radius around each of the up to three permitted locations.

Staffing Notes

Storage Authority expects franchisees to hire and pay at least one and a half employees, not including the franchisee themselves. The franchisee (or their designee) and one additional person are included in the initial training program. The franchise agreement requires the franchisee to either personally participate full-time in the business's direct operation or hire a competent, adequately trained manager. Any hired manager must be trained to Storage Authority's satisfaction and must sign a written confidentiality agreement, with prior approval from the franchisor required for any third-party manager.