About Montessori Kids Universe Franchise
Montessori Kids Universe is a preschool and childcare franchise offering early childhood education based on Montessori principles, enhanced with a proprietary Reggio Emilia inspired curriculum called "DaVinci Kids" that integrates STEAM learning (Science, Technology, Engineering, Arts, and Math).
Each school serves children from 6 weeks to 6 years of age, targeting professional families seeking a comprehensive, education focused childcare option.
The franchise fee is $64,500, and Montessori Kids Universe has been franchising since 2014.
Montessori Kids Universe Franchise Cost & Fees
| Fee Type | Amount | Notes |
|---|---|---|
| Initial Franchise Fee | $64,500 | One-time payment upon signing |
| Royalty Fee | 7% of your Gross Revenues of gross sales | Ongoing; paid monthly |
| Marketing/Ad Fund | Currently none, but up to 1% of your Gross Revenues (Marketing Fund Contribution). Market Cooperative Contribution: Currently none. Local Minimum Advertising: Currently none. | National brand fund |
| Total Investment Range | $556,068 – $1,132,808 | Includes build-out, inventory, working capital |
The investment range of $556K–$1.1M reflects variability in build-out costs, store size, lease terms, and market. The combined royalty (7% of your Gross Revenues) and marketing fee (Currently none, but up to 1% of your Gross Revenues (Marketing Fund Contribution). Market Cooperative Contribution: Currently none. Local Minimum Advertising: Currently none.) are ongoing costs paid as a percentage of gross sales.
Investment Breakdown (Item 7)
| Item | Low | High |
|---|---|---|
| Franchise Fee | $64,500 | $64,500 |
| Architect/Space Planner | $10,000 | $50,000 |
| Build Out and Leasehold Improvements | $200,000 | $550,000 |
| Playground Design, Surfacing, Equipment and Fencing | $95,000 | $150,000 |
| Furniture, Fixtures, Décor and Montessori Materials for 3 classrooms | $87,000 | $150,000 |
| Office Furniture and Equipment | $2,000 | $4,000 |
| Signage | $5,000 | $15,000 |
| Computers and Tablets | $5,000 | $5,000 |
| Internal Camera System | $6,500 | $9,000 |
| New Owner Training, per person attending | $0 | $0 |
| Montessori Teacher Training | $750 | $750 |
| Staff Uniforms | $700 | $1,500 |
| Rent / Security Deposit | $10,000 | $25,000 |
| Pre-Opening Marketing Campaign | $2,000 | $2,500 |
| ProCare Management Software, License and Training | $129 | $129 |
| Childcare Aware CRM System | $179 | $179 |
| Montessori Compass Record Keeping and Assessment Software | $35 | $100 |
| Utility Deposits | $250 | $500 |
| Insurance | $350 | $750 |
| Payroll Service | $75 | $150 |
| Legal and Accounting | $1,500 | $3,500 |
| Permits and Licenses | $100 | $250 |
| Additional Funds and Working Capital | $65,000 | $100,000 |
Additional Fees (Item 6)
| Fee Type | Amount |
|---|---|
| Transfer Fee | $10,000; If transferring rights under a Development Agreement, an additional $5,000 Transfer Fee for each undeveloped franchise right. |
| Renewal Fee | 33% of the then current Initial Franchise Fee |
| Technology Fee | $500 per month |
| Audit Fee | All costs and expenses associated with an audit (if underreported by 3% or more) |
| Digital Marketing / Expenditure | A minimum investment of $1,000 per month until 75% of licensed capacity, then $500 per month. |
| Substitute or New Core Staff Training/ Additional Training Fee | Currently, $500 per day, plus your expenses in attending training |
| Teacher Training Fee | $750 per month payable by ACH |
| ProCare Management Software, License and Training | $129 per month |
| Childcare Aware CRM System | $179 per month |
| Montessori Compass Record Keeping and Assessment Software | $20 per classroom and $.50 per student |
| Additional Operations Assistance Fee | Currently, $500 per day plus expenses, i.e., airfare, transportation, hotels, meals |
| Temporary Management Fees | Currently, $500 per day, plus expenses, i.e., airfare, hotel, transportation, meals |
| MKU Conference Attendance Fee | Will vary, but not to exceed $1,000 per attendee per conference or convention |
| Alternative Supplier Approval Fee | Our costs to evaluate a proposed alternative supplier |
| Non-Compliance Fee | $250 per week until non-compliance is cured |
| Resolution of Client Complaint Costs | Our costs and expenses |
| Costs of Enforcement | All costs including reasonable attorneys’ fees |
| Interest and Late Fees | Lesser of 1½% per month or highest rate allowed by law, plus a $50 Late Fee |
| Indemnity | Our costs and losses from any legal action related to the operation of your School |
| Prevailing party’s legal costs | Our attorneys’ fees, court costs, and other expenses of a legal proceeding, if we are the prevailing party |
Training Program (Item 11)
| Detail | Information |
|---|---|
| Total Duration | 116 classroom hours, 4-8 on-the-job hours |
| Classroom Training | 116 |
| On-the-Job Training | 4-8 |
| Training Location | Home Study, Your home or office, Coordinated with the ProCare support team, Online Training Platform, Virtual, On site at your School Location |
| Additional Training | Monthly training webinars are presented for Heads of School and Owners. Mandatory Additional Meetings (seminars, conventions) may be required, not exceeding two per year. Owners and Heads of School must attend at least two out of every three national conventions. A fee up to $1,000 per attendee may be charged for mandatory Additional Meetings. Failure to attend a mandatory meeting incurs a fee of 150% of the attendance fee. |
Territory Rights (Item 12)
| Detail | Information |
|---|---|
| Territory Type | Protected Territory |
| Exclusive Territory | Yes |
| Territory Size | Radius of three (3) miles from your School’s location or encompassing a population of 75,000, whichever is less. |
| Description | The Protected Territory is based on a radius of three (3) miles from the Accepted Location or encompasses a population of 75,000, whichever is less. While the franchisor and its affiliates will not open or grant others the right to open a Montessori Kids Universe® School within this territory, the territory radius may overlap with other schools. There are no restrictions on advertising or soliciting students from anywhere, including inside the Protected Territory, and no compensation is provided if the franchisor or another franchisee solicits students from within the territory. The franchisor can use any channels of distribution in the territory. Continuation of territorial protection does not depend on sales volume, market penetration, or other contingencies. |
Renewal, Termination & Transfer (Item 17)
| Detail | Information |
|---|---|
| Initial Term | Fifteen (15) years from the date of opening your School. |
| Renewal Term | One (1) additional term of fifteen (15) years. |
| Renewal Fee | 1/3 of the franchise fee that is offered at the time of renewal. |
| Renewal Conditions | To renew, franchisee must have fully complied with the Franchise Agreement, have the right to maintain possession of the approved School Location (or substitute), made necessary capital expenditures for uniformity, satisfied all monetary obligations, not be in default, given timely written notice of intent to renew, sign a then-current Franchise Agreement (which may have different terms/conditions), comply with current training requirements, pay the Successor Franchise Fee (33% of then-current Initial Franchise Fee), and sign a general release. |
| Transfer Fee | $10,000 |
| Transfer Conditions | Franchisor approval is required. Conditions include: franchisor not exercising right of first refusal, all obligations paid, transferee meets business/financial standards, transferee and owners sign then-current Franchise Agreement, provide copies of related contracts, transferee pays Transfer Fee, transferee/owners personally guarantee performance, transferee obtains third-party consents, franchisee/owners sign non-competition agreement, transferee's Head of School completes training, and transferee obtains necessary insurance. |
| Termination for Cause | Franchisor can terminate without opportunity to cure for: failure to timely select location or commence operations, Head of School failing training, material misrepresentation, felony conviction, failure to refrain from adverse conduct, unauthorized use of confidential information/Operations Manual, failure to obtain/provide non-disclosure/non-compete agreements, abandonment of business, unauthorized transfer of control/interest, failure to maintain Head of School, understating amounts due by >3%, bankruptcy, misuse of Marks, failure to pay fees/submit reports, or creating health/safety hazard. For other defaults, franchisee has 5, 10, or 20 days to cure depending on the nature of the default (e.g., 5 days for non-payment, 10 days for insurance, 20 days for other curable defaults). |
| Non-Compete Period | During the term of the franchise and for two (2) years after termination or expiration. |
| Non-Compete Details | During the term, franchisee, owners, officers, directors, executives, managers, professional staff, and immediate family are prohibited from diverting business, performing services for, or owning an interest in any Competitive Business. Post-termination/expiration, the same individuals are prohibited for two years from owning, working for, or providing services to a competitive business within a 25-mile radius of the Accepted Location or Protected Territory (whichever is greater), or within 25 miles of any other Montessori Kids Universe® School, or soliciting clients/associates of MSF. Certain individuals may be required to sign non-disclosure/non-competition agreements. |
Operations & Supply (Items 8 & 15)
| Detail | Information |
|---|---|
| Owner-Operator Required | Yes |
| Participation Details | The School must always be under the direct, full-time, day-to-day supervision of a designated 'Head of School,' who may be the franchisee, one of its owners, or a qualified third party. The Head of School must satisfactorily complete the initial New Owner Training before opening. If the Head of School leaves, a new one must be hired within 90 days and attend the next scheduled training. If operating multiple schools under a Development Agreement, each school must have a designated full-time Head of School. The Head of School must sign a nondisclosure and non-compete agreement. Owners with 5% or greater interest must personally guarantee obligations. |
| Required Suppliers | Franchisees are required to purchase or lease all goods, services, supplies, fixtures, equipment, inventory, computer hardware and software, real estate, or comparable items either from the franchisor/affiliates, approved suppliers, or according to franchisor specifications. Specific required purchases include Montessori Teacher Training (from affiliate MKUTI), Real Estate (subject to approval), Insurance (from approved providers), Point-of-sale software and hardware, Signage (approved by franchisor), Fixtures and Equipment (from approved vendors), Uniforms (from approved vendors), Marketing Materials (from approved vendors or online programs), and Technology (from approved supplier for website and SEO). |
| Supply Restrictions | Franchisees must purchase Montessori Teacher Training from the affiliate MKUTI, with no alternatives. All items must be purchased from approved vendors and comply with branding requirements. Franchisor has the right to designate itself or affiliates as approved suppliers in the future. Franchisor does not obtain material benefits from franchisee purchases from designated/approved suppliers, except for revenue from MKUTI for teacher training fees ($48,710 in 2022) and technology fees ($84,300 in 2022), and $1,031 from designated vendors in 2022. Franchisor estimates that 40% to 60% of total purchases and leases will be from franchisor/affiliates or approved suppliers. |
| Franchisor Revenue from Suppliers | $48,710 in Teacher Training Fees (2022), $84,300 in Technology Fees (2022), and $1,031 from designated vendors (2022). |
Financing (Item 10)
| Detail | Information |
|---|---|
| Financing Available | Yes |
| Description | The franchisor may provide a one-year guarantee to the lessor of the School Location, guaranteeing payments of rent under the lease. This is an optional service, and the franchisor has sole discretion whether to provide it. If provided, a one-time, non-refundable Lease Guarantee Fee equal to one month's rent (Base Rent + NNN) is charged, estimated to range from $8,000 to $20,000, due at lease signing. Otherwise, the franchisor does not guarantee any notes, leases, or obligations. |
Montessori Kids Universe Franchise Earnings — Item 19
Past financial performance does not guarantee future results. Individual results will vary.
Montessori Kids Universe Litigation & Risk Flags
Litigation and bankruptcy data is sourced from Items 3 and 4 of the FDD. Always verify current status directly from the most recent FDD.
Montessori Kids Universe System Growth
Montessori Kids Universe currently operates 16 franchised locations and 0 company-owned units. Unit count data is sourced from Item 20 of the FDD.
Unit History (Item 20)
| Year | Opened | Closed | Total |
|---|---|---|---|
| 2020 | 2 | 1 | 11 |
| 2021 | 3 | 2 | 12 |
| 2022 | 4 | 0 | 16 |
Transfers: 0 | Closures: 3
State Registrations
Registered in 14 states: CA, HI, IL, IN, MD, MI, MN, NY, ND, RI, SD, VA, WA, WI
Franchisor Financials (Item 21)
Audited by DASH Business Solutions, LLC for year ending December 31st.
Montessori Kids Universe Franchise — FAQ
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