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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…

Total Investment
$556K$1.1M
Franchise Fee
$64,500
Royalty Rate
7% of your Gross Revenues Gross Sales
Total Units
16
Franchising Since
2014

🌻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

Minimum Investment
$556K
Average Investment
$844K
Maximum Investment
$1.1M
Fee TypeAmountNotes
Initial Franchise Fee$64,500One-time payment upon signing
Royalty Fee7% of your Gross Revenues of gross salesOngoing; paid monthly
Marketing/Ad FundCurrently 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$1,132,808Includes 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)

ItemLowHigh
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 TypeAmount
Transfer Fee$10,000; If transferring rights under a Development Agreement, an additional $5,000 Transfer Fee for each undeveloped franchise right.
Renewal Fee33% of the then current Initial Franchise Fee
Technology Fee$500 per month
Audit FeeAll costs and expenses associated with an audit (if underreported by 3% or more)
Digital Marketing / ExpenditureA minimum investment of $1,000 per month until 75% of licensed capacity, then $500 per month.
Substitute or New Core Staff Training/ Additional Training FeeCurrently, $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 FeeCurrently, $500 per day plus expenses, i.e., airfare, transportation, hotels, meals
Temporary Management FeesCurrently, $500 per day, plus expenses, i.e., airfare, hotel, transportation, meals
MKU Conference Attendance FeeWill vary, but not to exceed $1,000 per attendee per conference or convention
Alternative Supplier Approval FeeOur costs to evaluate a proposed alternative supplier
Non-Compliance Fee$250 per week until non-compliance is cured
Resolution of Client Complaint CostsOur costs and expenses
Costs of EnforcementAll costs including reasonable attorneys’ fees
Interest and Late FeesLesser of 1½% per month or highest rate allowed by law, plus a $50 Late Fee
IndemnityOur costs and losses from any legal action related to the operation of your School
Prevailing party’s legal costsOur attorneys’ fees, court costs, and other expenses of a legal proceeding, if we are the prevailing party

🎓Training Program (Item 11)

DetailInformation
Total Duration116 classroom hours, 4-8 on-the-job hours
Classroom Training116
On-the-Job Training4-8
Training LocationHome Study, Your home or office, Coordinated with the ProCare support team, Online Training Platform, Virtual, On site at your School Location
Additional TrainingMonthly 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)

DetailInformation
Territory TypeProtected Territory
Exclusive TerritoryYes
Territory SizeRadius of three (3) miles from your School’s location or encompassing a population of 75,000, whichever is less.
DescriptionThe 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)

DetailInformation
Initial TermFifteen (15) years from the date of opening your School.
Renewal TermOne (1) additional term of fifteen (15) years.
Renewal Fee1/3 of the franchise fee that is offered at the time of renewal.
Renewal ConditionsTo 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 ConditionsFranchisor 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 CauseFranchisor 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 PeriodDuring the term of the franchise and for two (2) years after termination or expiration.
Non-Compete DetailsDuring 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)

DetailInformation
Owner-Operator RequiredYes
Participation DetailsThe 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 SuppliersFranchisees 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 RestrictionsFranchisees 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)

DetailInformation
Financing AvailableYes
DescriptionThe 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

Average Revenue
$1.1M
Median Revenue
$1.2M
Revenue Range
$445K$1.9M
Sample Size
13 units

Past financial performance does not guarantee future results. Individual results will vary.

Montessori Kids Universe Litigation & Risk Flags

Clean Litigation RecordMontessori Kids Universe has no pending litigation actions listed in their FDD. There is also no bankruptcy history disclosed.

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

Total Units
16
Franchised
16
Company-Owned
0

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)

YearOpenedClosedTotal
20202111
20213212
20224016

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)

Revenue
$1.4M
Net Income
$638K
Total Assets
$391K

Audited by DASH Business Solutions, LLC for year ending December 31st.

Montessori Kids Universe Franchise — FAQ

The total investment to open a Montessori Kids Universe franchise ranges from $556,068 to $1,132,808, per their Franchise Disclosure Document. This includes the initial franchise fee of $64,500. The investment covers build-out, inventory, equipment, signage, working capital, and other startup costs.
Montessori Kids Universe charges a royalty fee of 7% of your Gross Revenues of gross sales, plus a Currently none, but up to 1% of your Gross Revenues (Marketing Fund Contribution). Market Cooperative Contribution: Currently none. Local Minimum Advertising: Currently none. contribution to the marketing/advertising fund. These fees are paid on an ongoing basis.
You can download the Montessori Kids Universe Franchise Disclosure Document free on this page. The FDD is a public document filed with state franchise registries. Always also request the current FDD directly from Montessori Kids Universe to ensure you have the most up-to-date version.
According to the Item 19 financial performance representation in their FDD, Montessori Kids Universe franchise owners report average revenue of $1.1M and median revenue of $1.2M. This is based on a sample of 13 units. Past performance does not guarantee future results.
Montessori Kids Universe has been franchising since 2014. The FDD shows an investment range of $556,068-$1,132,808, a 7% of your Gross Revenues royalty, and includes an Item 19 earnings disclosure. There is no pending litigation. Review the full FDD and contact current franchisees listed in Item 20 before making any investment decision.
The franchise fee is $64,500 and the total investment ranges from $556,068 to $1,132,808 depending on location size and market. Contact the franchisor directly for current net worth and liquid capital requirements, territory availability, and application details.

Interested in Montessori Kids Universe?

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Data Source & Disclaimer: This website is for informational purposes only. It is not an offer to sell or buy a franchise. This profile is based on publicly available FDD data sourced from state franchise registry filings. All information is for research purposes only and does not constitute legal, financial, or investment advice. Data may be outdated or contain errors. Always obtain the current FDD directly from Montessori Kids Universe and consult a qualified franchise attorney before making any investment decision. FranchiseOverview.com is operated by Franchising Compliance, LLC and is not affiliated with Montessori Kids Universe or any of its subsidiaries. To report an inaccuracy: info@franchiseoverview.com
Montessori Kids Universe
Total Investment
$556K$1.1M
💰 Costs & Fees
Franchise Fee$64,500
Royalty7% of your Gross Revenues
Marketing FeeCurrently none, but up to 1% of your Gross Revenues (Marketing Fund Contribution). Market Cooperative Contribution: Currently none. Local Minimum Advertising: Currently none.
FinancingAvailable
🏢 System Overview
Total Units16
Franchising Since2014
Earnings Claim (Item 19)Yes
📄 Contract Terms
Initial TermFifteen (15) years from the date of opening your School.
Renewal TermOne (1) additional term of fifteen (15) years.
TerritoryProtected Territory
Owner-OperatorRequired
⚖️ Legal & Risk
Pending LitigationClean
Bankruptcy HistoryNone
Download the Full Montessori Kids Universe FDD
2024 · Public Registry Document
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