Ivybrook Academy
Bottom line
- Total investment $461K – $798K including a $50K franchise fee, 6.0% ongoing royalty.
- Average unit revenue of $927K/year (median $838K). Estimated payback in 2.9 years.
- Rated STRONG with a risk score of 44/100. SBA loan default rate of 0.0% across 87 loans (below the industry average).
- System growing at 94.1% CAGR over 3 years with 34 total units — strong expansion trajectory.
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 Ivybrook Academy unit return on the cash you put in?
Unlevered ROIC · per unit
23%
Below typical band (30–60%)
Levered LBO scenario · Yale Crease Capital framing
What would 25 Ivybrook Academy units return on equity?
Equity IRR · 5-yr
49.9%
7.57× MOIC
Year-1 DSCR
1.88×
EBITDA ÷ debt service
Equity required
$1.7M
on $8.3M purchase
Total debt
$6.7M
SBA $4.2M + senior + seller note
Overview
About
Ivybrook Academy franchisees operate private educational institutions (likely early childhood/preschool through elementary based on brand positioning). Day-to-day responsibilities include curriculum management, hiring and supervising teachers/staff, student enrollment and parent relations, facilities maintenance, compliance with educational standards, and managing tuition-based revenue operations.
Item 7 · what it costs
The Vitals
Item 19
Financial Performance
Item 20 · unit dynamics
The Growth Chart
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 20 · 10 states with active franchisees
The Territory Map
Derived from franchisee contact records. Shows states with at least one current operator — not where the franchisor is registered to sell new units (that data is re-extracting in a future refresh).
States derived from franchisee phone area codes (Item 20). Approximate — ported numbers may show the original state, not the franchisee's current location.
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
Ivybrook Academy presents moderate-to-elevated risk due to undisclosed financial performance data, going concern status, high capital requirements relative to profitability claims, and rapid expansion that may outpace operational support.
Score breakdown · what drove the 44 / 100 rating
- 01MEDNo Item 19 Financial Performance Representations disclosed — cannot independently verify claimed $926.7K average revenue or $216.3K net income figures
- 02HIGHGoing Concern status is False — suggests potential financial instability or undisclosed structural challenges with the franchisor
- 03MEDHigh initial investment ($461K-$798K) relative to disclosed net income ($216.3K) creates 2.1-3.7 year payback period with significant risk
- 04MINORRapid unit growth (26.9% YoY) may indicate aggressive recruitment masking underlying unit economics or franchisee satisfaction issues
- 05MED6% royalty on gross revenue provides limited margin for error given 23.3% net profit margin assumption and operating cost volatility
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
33 numbers
One-time purchase · CSV download · Validation questions included
FDD download
Ivybrook Academy · FDD (2024) PDF