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What were the total assets for Ledgers in 2023?

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' 2025 Franchise Disclosure Document, the company's total assets in 2023 were $2,065,655. This figure represents the sum of Ledgers' current and non-current assets at the end of the 2023 fiscal year. These assets are detailed in the balance sheet provided in the FDD.

Specifically, the current assets include cash and cash equivalents, royalty receivables, and notes receivable, totaling $225,139. Non-current assets, which are not expected to be converted to cash within one year, include notes receivable, due from related parties, and deferred tax assets, totaling $1,840,516. The sum of these current and non-current assets constitutes the total assets figure reported by Ledgers.

Prospective franchisees should note that the total asset value reflects the company's financial position at a specific point in time and can fluctuate due to various factors, including revenue, expenses, and investments. Reviewing the trend of total assets over several years, as presented in the FDD, can provide a more comprehensive understanding of the company's financial stability and growth. Additionally, understanding the composition of these assets can offer insights into the company's operational efficiency and financial management practices.

It is important for potential franchisees to consult with a financial advisor to interpret these financial statements in the context of their investment decision. Understanding the assets and liabilities of Ledgers can help franchisees assess the financial health and stability of the franchisor, which is a critical factor in evaluating the overall franchise opportunity.

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.