FranchiseVerdict
Kolache Factory logo
FV-01428·STRONGExcellent95

Kolache Factory

Food & Beverage - BakeryFranchising since 2000Website
Investment
$642K – $937K
85th pct Bakery
Avg revenue
$908K
36th pct Bakery
Royalty
6.0%
36th pct Bakery
Units
60
58th pct Bakery
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $642K – $937K including a $45K franchise fee, 6.0% ongoing royalty.
  • Average unit revenue of $908K/year (median $906K). Estimated payback in 6.2 years.
  • Rated STRONG with a risk score of 52/100. SBA loan default rate of 0.0% across 43 loans (below the industry average).
  • System contracting at -12.5% CAGR over 3 years. Investigate whether closures are franchisor-driven (consolidation) or franchisee-driven (economics).

Item 1 · who you're contracting with

The Franchisor

Legal entity
KF FRANCHISING, LTD.
Incorporated in
Texas
HQ
23240 Westheimer Parkway, Suite A, Katy, Texas 77494
Auditor
Lawrence, Blackburn, Meek, Maxey & Co., P.C.
Audited financials
Franchisor revenue
$5.2M
vs $5.1M prior year

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 Kolache Factory unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $908,338
Franchisor take · royalty + ad fund
Royaltytyp 68%
%
Ad fundtyp 35%
%
Operating costs · category default: restaurant
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $642K–$937K
Working capital
$
FDD reports $25K–$50K

Unlevered ROIC · per unit

10%

Below typical band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$82K
EBITDA margin
9.0%
Total invested
$827K
Payback
121 mo
Unit-level only. A multi-unit portfolio gives up roughly 5–15% of this to shared services (corporate G&A) before reaching the ~10-unit break-even Yale describes.

Levered LBO scenario · Yale Crease Capital framing

What would 25 Kolache Factory units return on equity?

Edit assumptions

Equity IRR · 5-yr

49.9%

7.57× MOIC

Year-1 DSCR

1.88×

EBITDA ÷ debt service

Equity required

$363K

on $1.8M purchase

Total debt

$1.5M

SBA $0.9M + senior + seller note

Overview

About

Kolache Factory franchisees operate quick-service bakery/café units specializing in Czech-style pastries (kolaches), coffee, and light breakfast/lunch items. Day-to-day operations include pre-dawn baking or receiving par-baked products, point-of-sale management, inventory control, and staffing in high-traffic locations (typically 1,500–2,500 sq ft retail spaces).

CEO
John H. Banks
Founded
2000
FDD year
2025
States available
6

Item 7 · what it costs

The Vitals

Total investment
$642K – $937K
All-in to open one unit
Liquid capital
$25K – $50K
Cash you must have on hand
Franchise fee
$45K
Royalty
6.0%
Percentage of Gross Sales · typical 6–8%
Ad fund
3.0%
typical 3–5%
Total fee load
9.0%
vs 9–13% typical
Payback period
6.2 yrs
From v3 / Item 19

Item 19

Financial Performance

Avg gross sales
$908K
Per unit, per year
Median gross sales
$906K
Item 19 type
Gross Sales and EBITDA
Sample size
28 units
vs category median 23
Range (low → high)
$524K$1.9M
Cohort dispersion
Transparency
10 / 5
vs category median 4 / 5 · above
Revenue rank36th
vs Food & Beverage - Bakery peers
Investment cost rank85th
Lower investment ranks lower (better)
Royalty rate rank36th
Lower royalty = lower percentile (better)
Unit count rank58th
vs Food & Beverage - Bakery peers
Risk score rank25th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
60
Opened
0
Last reporting year
Closed
0
Turnover rate
0.0%
Company-owned
32
Corporate units in the system
% franchised
47%
vs corporate-owned
Multi-unit owners
17.6%
Net growth (yr3)
-6.7%
Net unit change last year
3-yr CAGR
-12.5%
Compounded over last 3 years
2023
28-2
Franchised units
2024
30
Franchised units
2025
32
Franchised units

Year-over-year franchised unit counts and net change. Source: FDD Item 20.

Item 20 · 7 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).

AK
ME
VT
NH
MA
RI
CT
NY
NJ
PA
DE
MD
DC
WA
OR
CA
NV
ID
MT
WY
UT
CO
AZ
NM
ND
SD
NE
KS
OK
TX
MN
IA
MO
AR
LA
WI
IL
MS
TN
MI
IN
KY
AL
OH
WV
GA
VA
NC
SC
FL
HI
Registered · 7 states
Not registered

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.

Total loans
43
Loan volume
Avg loan
Default rate
0.0%
vs <3% typical · system-wide
5-yr default

FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17

Risk & Legal

52
Risk · 0-100
STRONG52 / 100

Contracting franchise system with high capital requirements, undisclosed financial performance standards, and modest profit margins relative to investment creates meaningful risk despite clean litigation history.

Score breakdown · what drove the 52 / 100 rating

  1. 01MINORUnit count declining 6.7% YoY indicates system contraction and potential franchisee dissatisfaction
  2. 02MEDNo Item 19 financial performance representation disclosed—actual franchisee earnings may differ significantly from $127k average net income
  3. 03MINORHigh initial investment ($641k–$937k) relative to modest average net income ($127k) yields 5-7 year payback with no guarantee of achieving averages
  4. 04MINOR6% royalty on $908k average revenue equals ~$54.5k annual fee, consuming 43% of average net income
  5. 05MINORDeclining unit base suggests difficulty recruiting and retaining franchisees; may indicate operational or market challenges not yet public

Severity inferred from the FDD text · not a regulatory classification

FDD Items 5, 6, 12, 17 · continued from Risk & Legal

Contract & Territory Detail

Territory
Radius/Geographic boundaries
Protected territory
Yes
Initial term
10 years
Renewal term
5 years
Online sales rights
Restricted
Franchisor can compete
Yes
Hire a manager?
Allowed
Litigation count
0
Right of first refusal
Yes
Franchisor can buy back on resale
Mandatory arbitration
Yes
Jury trial waiver
Yes
Non-compete
2 yrs
Post-termination restriction
Owner-operator
Optional
Governing law
Texas

Item 11

Training & Operations

Classroom training
7 hrs
On-the-job training
220 hrs
POS system
PAR POS from Partech Systems
Operating tech stack

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

30 numbers

Locked
(402) 218-••••
Andy Wilber
NE
(281) 394-••••
Frank Angelle
TX
(281) 855-••••
Huu Bahn
TX

One-time purchase · CSV download · Validation questions included

FDD download

Kolache Factory · FDD (2025) PDF

Single-page checkout · instant download · CSV export of contacts available separately above