Angus Valley Montessori
Bottom line
- Total investment $1.9M – $3.0M including a $80K franchise fee, 7.0% ongoing royalty.
- No Item 19 financial performance data disclosed — the franchisor chose not to publish revenue figures.
- Rated MODERATE with a risk score of 64/100. SBA loan default rate of 0.0% across 12 loans (below the industry average).
- No Item 19 financial performance representation. Without franchisor-disclosed revenue data, you'll need to gather unit economics directly from existing franchisees.
Item 1 · who you're contracting with
The Franchisor
Yale framework · single-unit ROIC
Returns Analysis
Pulls Item 7 (investment) and Item 19 (revenue) from this brand's FDD into the Yale unlevered-ROIC formula. Override any input to stress-test it against your own assumptions.
The model · Yale framework
What would one Angus Valley Montessori unit return on the cash you put in?
Unlevered ROIC · per unit
3%
Below typical band (30–60%)
Overview
About
Angus Valley Montessori franchisees operate private Montessori schools serving early childhood through elementary education. Day-to-day operations include managing teaching staff, curriculum implementation aligned with Montessori pedagogy, student enrollment/retention, parent communications, facilities management, and compliance with state education regulations while generating revenue through tuition fees.
Item 7 · what it costs
The Vitals
Item 19
Financial Performance
This franchisor did not disclose financial performance representations in Item 19, or our extractor could not parse them.
Item 20 · unit dynamics
The Growth Chart
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Government records
SBA Loan Data
Aggregated from SBA 7(a) loan disclosures, public data unique to FranchiseVerdict.
FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17
Risk & Legal
Unproven startup franchisor with zero operating units, undisclosed financials, going concern flag, and high capital requirements presents substantial execution risk.
Score breakdown · what drove the 64 / 100 rating
- 01MINORZero existing franchised units with unknown growth trajectory indicates unproven franchise model and potential startup franchisor
- 02MEDNo average revenue or net income disclosure (missing Item 19) prevents realistic ROI assessment for $1.89M-$3.03M investment
- 03HIGHGoing Concern status is FALSE, suggesting potential financial instability or structural issues with the franchisor
- 04MEDHigh initial investment ($1.89M-$3.03M) combined with 7-9% royalty rates creates significant break-even pressure without disclosed unit economics
- 05MINOREscalating royalty structure (7% → 8-9% after 5 years) increases long-term cost burden during critical profitability phase
- 06MINORFranchise fee ($80K) is modest relative to total investment, but signals potential under-capitalization of franchisor support infrastructure
- 07MINOR10-year term is restrictive; inability to verify franchisee success stories or performance data creates validation risk
Severity inferred from the FDD text · not a regulatory classification
FDD Items 5, 6, 12, 17 · continued from Risk & Legal
Contract & Territory Detail
Item 11
Training & Operations
Item 20
Franchisee Contacts
Phone numbers extracted directly from this brand's FDD Item 20. After purchase, you'll also receive a list of validation questions tailored to this brand.
Franchisee contacts
1 numbers
One-time purchase · CSV download · Validation questions included
FDD download
Angus Valley Montessori · FDD (2025) PDF