FranchiseVerdict
Ultimate Sustainability logo
FV-02838·MODERATEExcellent86

Ultimate Sustainability

Education - Tutoring & Test PrepFranchising since 2024Website
Investment
$115K – $235K
53rd pct Tutoring & Te…
Avg revenue
$602K
28th pct Tutoring & Te…
Royalty
Units
3
14th pct Tutoring & Te…
SBA default

Bottom line

  • Total investment $115K – $235K including a $60K franchise fee.
  • Average unit revenue of $602K/year.
  • Rated MODERATE with a risk score of 67/100.
  • Emerging franchise — only 2 years of franchising with 3 units. Early-stage systems carry higher risk but may offer better territory availability.

Item 1 · who you're contracting with

The Franchisor

Legal entity
Ultimate Sustainability Group, LLC
Incorporated in
Wyoming
HQ
5240 12th Avenue East, Shakopee, Minnesota 55379
Auditor
Naper CPA Group
Audited financials

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 Ultimate Sustainability unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $602,026
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: $115K–$235K
Working capital
$
FDD reports $25K–$50K

Unlevered ROIC · per unit

40%

In Yale's "attractive" band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$84K
EBITDA margin
14.0%
Total invested
$212K
Payback
30 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 Ultimate Sustainability 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

$843K

on $4.2M purchase

Total debt

$3.4M

SBA $2.1M + senior + seller note

Overview

About

Ultimate Sustainability franchisees appear to operate businesses focused on environmental/sustainability consulting or services. Day-to-day operations likely involve client engagement, project delivery, compliance consulting, or sustainability auditing. Without detailed FDD Item 1 clarity, the exact service model and revenue generation method remain ambiguous.

CEO
Kathryn Marshall
Founded
2024
FDD year
2024
States available
1

Item 7 · what it costs

The Vitals

Total investment
$115K – $235K
All-in to open one unit
Liquid capital
$25K – $50K
Cash you must have on hand
Franchise fee
$60K
Royalty
$3,000 per month or 6% of Total Collections, whichever is…
Ad fund
n/d
Total fee load
6.0%
vs 9–13% typical

Item 19

Financial Performance

Avg gross sales
$602K
Per unit, per year
Median gross sales
Item 19 type
Affiliate-Owned Units
Sample size
3 units
vs category median 12 · small
Transparency
3 / 5
vs category median 4 / 5 · below
Revenue rank28th
vs Education - Tutoring & Test Prep peers
Investment cost rank53th
Lower investment ranks lower (better)
Royalty rate rank65th
Lower royalty = lower percentile (better)
Unit count rank14th
vs Education - Tutoring & Test Prep peers
Risk score rank84th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
3
Opened
0
Last reporting year
Closed
0
Turnover rate
0.0%
Company-owned
3
Corporate units in the system
% franchised
0%
vs corporate-owned
2022
0±0
Franchised units
2023
0
Franchised units
2024
0
Franchised units

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

Item 20 · 3 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 · 3 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.

No SBA loan data available for this brand.

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

Risk & Legal

67
Risk · 0-100
MODERATE67 / 100

Early-stage or failing franchise system with critical going concern flag, minimal unit count, undisclosed profitability, and high fixed costs presenting substantial investment risk.

Score breakdown · what drove the 67 / 100 rating

  1. 01HIGHGoing Concern Warning: Franchisor flagged as not a going concern, indicating potential financial distress or operational viability issues
  2. 02MINORExtreme Unit Scarcity: Only 3 units system-wide with unknown/likely stagnant growth suggests failed franchise model or early-stage unproven concept
  3. 03MINORNo Net Income Disclosure: Absence of Item 19 financial performance representation prevents validation of $602k average revenue claim and actual profitability
  4. 04MINORHigh Royalty Floor: $3,000/month minimum ($36,000 annually) represents 6% of claimed revenue, creating cash flow pressure for underperforming locations
  5. 05MINORInadequate Unit Data: Unable to determine if 3 units are growing, shrinking, or static; lack of transparency on franchisee success rates
  6. 06MINORTop-Heavy Investment Ratio: $115k-$235k investment against $602k average revenue offers modest ROI margin with high fixed royalty burden

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
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
Wyoming

Item 11

Training & Operations

Classroom training
57 hrs
On-the-job training
40 hrs
POS system
Pavillio Software, QuickBooks Online
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

14 numbers

Locked
(212) 416-••••
CA
(401) 462-••••
OR
(217) 782-••••
CA

One-time purchase · CSV download · Validation questions included

FDD download

Ultimate Sustainability · FDD (2024) PDF

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