FranchiseVerdict
Montessori Kids Universe logo
FV-01680·MODERATEExcellent95

Montessori Kids Universe

Formerly known as Guidepost Montessori

Education - Children's ProgramsFranchising since 2014Website
Investment
$782K – $1.7M
82nd pct Children's Pr…
Avg revenue
$1.3M
49th pct Children's Pr…
Royalty
7.0%
29th pct Children's Pr…
Units
19
53rd pct Children's Pr…
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $782K – $1.7M including a $75K franchise fee, 7.0% ongoing royalty.
  • Average unit revenue of $1.3M/year (median $1.4M).
  • Rated MODERATE with a risk score of 61/100. SBA loan default rate of 0.0% across 50 loans (below the industry average).

Item 1 · who you're contracting with

The Franchisor

Legal entity
Montessori School Franchising LLC
Incorporated in
Florida
HQ
4521 PGA Boulevard, Suite 156, Palm Beach Gardens, Florida 33418
Auditor
DASH Business Solutions, LLC
Audited financials
Franchisor revenue
$2.1M
vs $2.1M 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 Montessori Kids Universe unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $1,302,020
Franchisor take · royalty + ad fund
Royaltytyp 68%
%
Ad fundtyp 35%
%
Operating costs · category default: education
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $782K–$1.7M
Working capital
$
FDD reports $100K–$200K

Unlevered ROIC · per unit

12%

Below typical band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$169K
EBITDA margin
13.0%
Total invested
$1.4M
Payback
98 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 Montessori Kids Universe 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

$1.6M

on $7.8M purchase

Total debt

$6.2M

SBA $3.9M + senior + seller note

Overview

About

Franchisees operate Montessori-based early childhood education centers (typically preschool/pre-K), managing classroom instruction, staff hiring/training, parent communications, and facility operations. Revenue comes from tuition fees, enrollment capacity, and ancillary services (summer camps, extended care). Operations are labor-intensive with high fixed costs (facility rent, teacher salaries, curriculum licensing).

CEO
Nancy P. Boehm
Founded
2012
FDD year
2025
States available
9

Item 7 · what it costs

The Vitals

Total investment
$782K – $1.7M
All-in to open one unit
Liquid capital
$100K – $200K
Cash you must have on hand
Franchise fee
$75K
Royalty
7.0%
Gross Revenues · typical 6–8%
Ad fund
n/d
Total fee load
7.0%
vs 9–13% typical

Item 19

Financial Performance

Avg gross sales
$1.3M
Per unit, per year
Median gross sales
$1.4M
Item 19 type
Gross Revenue and EBIT %
Sample size
16 units
vs category median 16
Range (low → high)
$770K$2.0M
Cohort dispersion
Transparency
4 / 5
vs category median 4 / 5 · typical
Revenue rank49th
vs Education - Children's Programs peers
Investment cost rank82th
Lower investment ranks lower (better)
Royalty rate rank29th
Lower royalty = lower percentile (better)
Unit count rank53th
vs Education - Children's Programs peers
Risk score rank52th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
19
Opened
3
Last reporting year
Closed
3
Turnover rate
15.8%
Company-owned
0
Corporate units in the system
% franchised
100%
vs corporate-owned
Net growth (yr3)
+0.0%
Net unit change last year
3-yr CAGR
+18.8%
Compounded over last 3 years
2023
19±0
Franchised units
2024
19
Franchised units
2025
16
Franchised units

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

Item 20 · 17 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 · 17 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
50
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

61
Risk · 0-100
MODERATE61 / 100

Early-stage Montessori franchise with litigation history involving fraud allegations, undisclosed profitability, questionable going concern status, and minimal unit growth — presents HIGH RISK for capital recovery and operational support.

Score breakdown · what drove the 61 / 100 rating

  1. 01HIGHTwo settlements within 3 years (2017 & 2019) indicating systemic compliance and ethics issues, including fraud allegations
  2. 02MINOROnly 19 units with unknown growth trajectory suggests stagnant or declining system; minimal scale for support infrastructure
  3. 03MEDNo Item 19 (average unit economics) disclosed — inability or unwillingness to share net income data is a major transparency red flag
  4. 04HIGHGoing Concern status = FALSE suggests franchisor may have financial instability or legal impediments to operations
  5. 05MEDHigh initial investment ($782K–$1.7M) relative to disclosed average revenue ($1.3M) leaves razor-thin margins before 7% royalty, rent, and labor
  6. 06HIGH2019 fraud and deceptive trade practices settlement indicates franchisees have pursued legal action for misrepresentation

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/Population
Protected territory
Yes
Initial term
15 years
Renewal term
15 years
Online sales rights
Restricted
Franchisor can compete
Yes
Hire a manager?
Allowed
Litigation count
2
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
Florida

Item 11

Training & Operations

Classroom training
116 hrs
On-the-job training
8 hrs
POS system
ProCare
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

48 numbers

Locked
(512) 642-••••
TX
(205) 848-••••
AL
(612) 412-••••
MN

One-time purchase · CSV download · Validation questions included

FDD download

Montessori Kids Universe · FDD (2025) PDF

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