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What were the total assets for Ledgers in 2022?

Ledgers Franchise · 2025 FDD

Answer from 2025 FDD Document

doubt about Loyalty Business Services, LLC's ability to continue as a going concern for a reasonable period of time.

We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant audit findings, and certain internal control related matters that we identified during the audit.

Bernard Robinson & Company, I.S.P.

Raleigh, North Carolina April 28, 2025

${\bf LOYALTY; BUSINESS; SERVICES,; LLC; (FORMERLY; FIDE; HOLDING,; LLC)}$

Balance Sheets

December 31, 2024, 2023 and 2022

2 Assets
2024 2023 2022
Current Assets: S
Cash and cash equivalents $ 424,085 $ 181,077 $ 264,411
Royalty receivables 3,190 3,302 -
Notes receivable, current 40,760 229,901
Total Current Assets 427,275 225,139 494,312
Non-Current Assets:
Notes receivable, less current portion = 634,000
Due from related parties 630,180 1,229,516 1,320,815
Deferred tax asset 715,000 611,000 513,000
Total Non-Current Assets 1,345,180 1,840,516 2,467,815
Total Assets $ 1,772,455 $ 2,065,655 $ 2,962,127
Liabilities and Members' Equity
Current Liabilities:
Accounts payable $ 15,010 $ 15,010 $ 125,974
Accrued expenses 4,755 9,975 5,152
Due to related parties 852,180 737,180 305,000
Deferred revenue - current 24,000 94,000

Source: Item 22 — CONTRACTS (FDD page 46)

What This Means (2025 FDD)

According to Ledgers's 2025 Franchise Disclosure Document, the company's total assets in 2022 were $2,962,127. This figure represents the sum of Ledgers's current and non-current assets at the end of that fiscal year. Current assets include cash and cash equivalents, royalty receivables, and notes receivable, while non-current assets include notes receivable (less current portion), amounts due from related parties, and deferred tax assets.

Understanding the composition of these assets is important for prospective franchisees. For example, a significant portion of Ledgers's assets in 2022 were due from related parties ($1,320,815), which could indicate financial relationships that franchisees should investigate further to assess any potential risks or dependencies. Additionally, the deferred tax asset ($513,000) reflects future tax benefits, which are subject to realization and could be impacted by changes in tax laws or the company's future profitability.

It is also worth noting the changes in asset values over the three-year period presented in the FDD. Ledgers's total assets decreased from $2,962,127 in 2022 to $2,065,655 in 2023 and further to $1,772,455 in 2024. Potential franchisees should inquire about the reasons for these fluctuations and how they might affect the company's ability to support its franchisees. Analyzing these trends in conjunction with liabilities and equity can provide a more comprehensive view of Ledgers's financial health.

In summary, the total assets figure provides a snapshot of Ledgers's financial position at a specific point in time. However, prospective franchisees should conduct thorough due diligence, including reviewing the complete financial statements and seeking professional advice, to fully understand the implications of these figures and trends for their investment.

Disclaimer: This information is extracted from the 2025 Franchise Disclosure Document and is provided for research purposes only. It does not constitute legal or financial advice. Consult with a franchise attorney before making any investment decisions.