FranchiseVerdict
Set The Stage logo
FV-02288·STRONGExcellent86

Set The Stage

Formerly known as The Key

Health & Wellness - Senior CareFranchising since 2022Website
Investment
$190K – $238K
89th pct Senior Care
Avg revenue
$378K
11th pct Senior Care
Royalty
Units
24
53rd pct Senior Care
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $190K – $238K including a $60K franchise fee.
  • Average unit revenue of $378K/year (median $244K).
  • Rated STRONG with a risk score of 52/100. 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
Set The Stage, Inc.
Parent company
The Key Design, LLC
Incorporated in
Utah
HQ
10446 S 1055 W, Ste 101, South Jordan, Utah 84096
Auditor
Traveller & Company LLC
Audited financials
Franchisor revenue
$613K
vs $2.9M 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 Set The Stage unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $378,349
Franchisor take · royalty + ad fund
Royaltytyp 68%
%
Ad fundtyp 35%
%
Operating costs · category default: personal services
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $190K–$238K
Working capital
$
FDD reports $9K–$15K

Unlevered ROIC · per unit

37%

In Yale's "attractive" band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$83K
EBITDA margin
22.0%
Total invested
$226K
Payback
33 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 Set The Stage 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

$1.1M

on $5.7M purchase

Total debt

$4.5M

SBA $2.8M + senior + seller note

Overview

About

Set The Stage franchisees operate event production and staging services, likely managing client consultations, designing event layouts, coordinating logistics, and overseeing on-site setup and execution. Day-to-day involves managing client relationships, vendor coordination, equipment inventory, and team scheduling for corporate events, weddings, galas, and similar occasions.

CEO
Courtney Clark
Founded
2021
FDD year
2025
States available
12

Item 7 · what it costs

The Vitals

Total investment
$190K – $238K
All-in to open one unit
Liquid capital
$9K – $15K
Cash you must have on hand
Franchise fee
$60K
Royalty
the greater of 6% of Gross Revenues or a minimum monthly …
Ad fund
2.0%
typical 3–5%
Total fee load
8.0%
vs 9–13% typical

Item 19

Financial Performance

Avg gross sales
$378K
Per unit, per year
Median gross sales
$244K
Item 19 type
Gross Revenues
Sample size
4 units
vs category median 23 · small
Range (low → high)
$120K$907K
Cohort dispersion
Transparency
4 / 5
vs category median 4 / 5 · typical
Revenue rank11th
vs Health & Wellness - Senior Care peers
Investment cost rank89th
Lower investment ranks lower (better)
Royalty rate rank71th
Lower royalty = lower percentile (better)
Unit count rank53th
vs Health & Wellness - Senior Care peers
Risk score rank42th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
24
Opened
18
Last reporting year
Closed
0
Turnover rate
0.0%
Company-owned
1
Corporate units in the system
% franchised
96%
vs corporate-owned
Net growth (yr3)
Outlier (see FDD)
Likely small-sample artifact
2023
23+18
Franchised units
2024
5
Franchised units
2025
0
Franchised units

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

Item 20 · 11 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 · 11 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

52
Risk · 0-100
STRONG52 / 100

Rapidly scaling franchise with opaque profitability metrics and material investment required; lacks transparency needed for confident ROI assessment.

Score breakdown · what drove the 52 / 100 rating

  1. 01MEDNo Item 19 (Average Net Income) disclosed — cannot validate profitability claims or ROI timeline
  2. 02MINORExplosive 360% YoY unit growth (8 to 24 units) suggests either rapid success or unsustainable expansion; difficult to assess quality of growth
  3. 03MEDHigh initial investment ($190K-$238K) paired with undisclosed net income creates uncertainty around break-even and payback period
  4. 04MINORMinimum royalty structure (greater of 6% or monthly minimum) could strain cash flow for lower-performing locations
  5. 05MINOROnly 24 total units system-wide limits operational track record and peer support network for troubleshooting

Severity inferred from the FDD text · not a regulatory classification

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

Contract & Territory Detail

Territory
Population-based
Protected territory
Yes
Initial term
10 years
Renewal term
10 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
Required
Governing law
Utah

Item 11

Training & Operations

POS system
STS Operations App
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

45 numbers

Locked
(254) 300-••••
MO
(720) 736-••••
CO
(470) 931-••••
GA

One-time purchase · CSV download · Validation questions included

FDD download

Set The Stage · FDD (2025) PDF

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