From the filings

HQ-led decisions

Montessori School Franchising

Education

Montessori School Franchising operates 19 franchised schools out of Florida, and unlike many quick-service systems, its franchisor mandates specific software by contract. The 2025 FDD requires Montessori Compass, Procare and Tuition Express, and a founding family runs the brand from headquarters. This is a system where the buying decision for core software is already made centrally.

For software vendors selling into US franchise brands.

Live signals

Total units
19
19 franchised
Unit growth YoY
0%
vs prior filing
AUV
$1.30M
Item 19, 2024
Royalty
7%
of gross sales
Ad fund
—
national + local
Initial fee
$75K
per unit
Investment range
$782K–$1.69M
all-in, Item 7
Procurement
Approved supplier
from the filing
Non-compete
2 years
from the filing
Item 19
Claims
from the filing

Ongoing fee load

What the operator pays every month

The recurring percentage of gross sales named in this filing. It is a floor, not a total — the filing discloses one of the two headline fees.

7%+of gross sales (FY2025)

Ongoing fees: 7% of gross sales (FY2025)Royalty 7%. Total 7% of gross sales, from the fees this filing discloses. Drawn against a 15% reference scale.

15% reference

Royalty 7%

Mandated & recommended tech

The systems vendors compete with

3 of these are mandated in the franchise agreement. Each is named in Item 11 of the filing, the incumbents a challenger must displace or integrate with.

Montessori CompassMontessori Compass
Mandatory
Industry softwareItem 11

program from our preferred vendor, Montessori Compass (“Montessori Compass”) and pay any initial and monthly fees. This software is used to track and assess the academic growth of each Student,

ProcareProcare Solutions
Mandatory
Industry softwareItem 7

ee Fee13 $0 - $30,000 Lump sun At the time MSF you sign your lease agreement Pre-Opening Marketing $2,000 - $2,500 As Before Local Campaign14 Arranged Beginning Vendors Operations ProCare Management S

Tuition ExpressProcare Solutions
Mandatory
PaymentsItem 11

d below is between $10,369 to $12,959. Presently, we require you to have the following hardware and software: * PC or laptop computer; * ProCare Software – most current version; * Tuition Express by P

FacebookMeta
MarketingItem 11

echnology Fee described in Item 6 for these services. You will also pay for the social media campaigns directly; conducted by your designated supplier, such as Google Ad Words and Facebook. You must i

YouTubeGoogle
MarketingItem 7

ur (4) to six (6) hours of individual tutorials offered by ProCare, the vendor of a software platform and system you will use to manage your School. You should also view ProCare’s YouTube videos prior

Franchisor behaviours

What the franchisor requires

27 requirements the franchisor states in this filing, each in its own words; 2 explicit no's; 5 questions the text does not settle, which is not a no.

Accounting

Must the franchisee use an accounting or bookkeeping system designated or approved by the franchisor?

Yes

Franchise agreement

Franchisee will maintain records of accounts in accordance with the standard accounting system prescribed by MSF in the Operations Manual or otherwise in writing.

Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?

Yes

Item 11

We have the right to independently access all information you collect or compile at any time without first notifying you.

Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?

Yes

Franchise agreement

During the first year of operation of your School, Franchisee is required to provide MSF with a quarterly profit and loss statement from your franchise.

How the franchisor buys

Is the franchisor or an affiliate itself a supplier of required products, services or systems?

Yes

Item 8

Our affiliate, MKUTI is an approved supplier of required Montessori Teacher Training through its Montessori Kids Universe® Training Institute which your Head of School, Lead Teachers and certain other staff are required to successfully complete.

Does the franchisor reserve the right to change designated suppliers or systems at any time?

Yes

Franchise agreement

MSF has the right to change or modify the System from time to time including, without limitation, the adoption and use of new or modified Marks or copyrighted materials, and computer hardware, software, equipment, inventory, supplies or sales and marketing techniques.

How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?

0

Item 8

In the fiscal year ending December 31, 2024, we derived $0 in revenue from designated vendors based on franchisees purchases from those vendors.

Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?

Yes

Item 8

We may continue to derive revenue based on your and other franchisee purchases.

Item 8 gives this proportion in one of two shapes: separate percentages for establishing the business and for operating it, or one figure covering "establishing and operating" together. Where they are separate, answer with the operating percentage; where the passage gives only the combined figure, answer with that. What percentage of the franchisee's purchases must come from designated or approved suppliers?

40

Item 8

We estimate that the required purchases and leases of goods and services to operate your Montessori Kids Universe® business that you must make from us or our affiliates and from approved Montessori Kids Universe Franchise Disclosure Document│ Multistate 2025 17 suppliers are forty percent (40%) to sixty percent (60%)…

Does the franchisor charge a fee to evaluate a proposed supplier?

Yes

Item 6

to You will bear the responsibility for paying any Alternative Supplier evaluate a proposed As incurred expenses we incur in reviewing and approving an Approval Fee alternative supplier alternative supplier that you propose for any products or services to be used in your Montessori Kids Universe® School.

Can a franchisee propose a new supplier for the franchisor's approval?

Yes

Item 8

If you would like to use a supplier that is not on our list of approved suppliers, you must request approval in writing.

Communications

Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?

Yes

Franchise agreement

assign all telephone listings and numbers for the Franchised Business to MSF and shall notify the telephone company and all listing agencies of the termination or expiration of Franchisee’s right to use any telephone numbers or facsimile numbers associated with the Marks in any regular, classified or other telephone…

Franchise management

Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?

Yes

Franchise agreement

MSF or its designee has the right, during normal business hours, to examine copy and audit the books, records and tax returns of Franchisee.

Can the franchisor change the operations manual and brand standards unilaterally?

Yes

Franchise agreement

MSF has the right to add to or otherwise modify the Operations Manual from time to time to reflect changes in the specifications, standards, operating procedures and rules prescribed by MSF; provided, however, that no such addition or modification shall materially alter Franchisee’s fundamental status and rights…

Must the franchisor approve the franchisee's site or location before opening?

Yes

Item 11

You may not enter into any lease for a site unless and until we have approved the site and the lease in writing.

Marketing

Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?

Yes

Franchise agreement

Franchisee shall not establish a presence on, or market using, the Internet (including social media) in connection with the Franchised Business without MSF’s prior written consent.

Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?

Yes

Franchise agreement

Franchisee must spend a minimum amount equal to $1,000 per month on the digital marketing until your Franchised Business has achieved 75% enrollments capacity.

Must the franchisee participate in a regional advertising cooperative when one exists?

Yes

Item 11

You must participate in any cooperative advertising program established in your region.

Operations

Must the franchisee buy products from a designated distributor?

Yes

Item 8

You must purchase (or lease) the point-of-sale (Pro-Care) software and hardware, and related software and hardware that we specify.

Must equipment be purchased from designated or approved suppliers?

Yes

Franchise agreement

MSF requires that items or services shall be purchased only from “Approved Suppliers” that MSF designates or approves (which might include, or be limited to, MSF or an Affiliate).

Payments

Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?

Yes

Item 6

We require that all fees be paid electronically to us through ACH debit payment.

People

Does the franchisor require minimum staffing levels or specific roles?

Yes

Item 15

Item 15 OBLIGATION TO PARTICIPATE IN THE ACTUAL OPERATION OF THE FRANCHISE BUSINESS The School must always be under the direct, full-time, day-to-day supervision of a designated person we call the “Head of School,” which may be you or one of your owners, or a third party qualified to serve as the Head of School.

Must employees wear uniforms specified by the franchisor?

Yes

Franchise agreement

Franchisee shall abide by any uniform or dress code requirements, personal appearance and hygiene standards stated in the Operations Manual or otherwise for both staff and children.

Point of sale

Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?

Yes

Item 8

You must purchase (or lease) the point-of-sale (Pro-Care) software and hardware, and related software and hardware that we specify.

Does the franchisor have independent access to the data in the franchisee's POS or computer system?

Yes

Item 11

We have the right to independently access all information you collect or compile at any time without first notifying you.

Sales and CRM

Must the franchisee use a CRM system designated or approved by the franchisor?

Yes

Item 11

You are required to purchase the Line Leader CRM System software (“Line Leader”).

Training

Can the franchisor charge the franchisee for additional, refresher or remedial training?

Yes

Franchise agreement

If MSF determines additional training is required of core staff of Franchisee after school opening, MSF may charge Franchisee the Additional Training Fee.

Is attendance at an annual convention or conference mandatory for the franchisee?

Yes

Item 11

If we conduct national conventions, you and your Head of School must attend at least two out of every three years, which may be held at such time and place as we designate in our sole discretion and, when held, counts as one of the mandatory Additional Meetings.

The filing answers no to 2 questions
  • Must the franchisee participate in a customer-satisfaction or net-promoter survey program?Franchise agreement
  • Is a minimum grand opening advertising spend required?Franchise agreement

The vendor opportunity at Montessori School Franchising

Montessori School Franchising operates 19 franchised schools out of Florida, with flat year-over-year unit growth and a reported AUV of $1,302,020 against a 7% royalty over a 15-year initial term. The 2025 FDD makes a financial performance representation, and unlike many quick-service systems, this franchisor mandates specific software by contract rather than leaving the choice to individual schools.

Who controls software purchasing

Item 2 names co-founder and CEO Nancy P. Boehm, founder and president Thomas J. Boehm, Director of Franchise Support Julie Kay Boehm, and Director of Real Estate Jackie Boehm. With three named systems mandated system-wide, purchasing for those categories is decided at headquarters, not school-by-school.

Tech named in the FDD, and what is actually required

Item 11 mandates Montessori Compass for school management and Tuition Express for payment processing, and Item 7 mandates Procare for tuition and enrollment operations. Facebook (Item 11) and YouTube (Item 7) are also named as in use — incumbent marketing channels the franchisor charges for or describes in use — but neither is contractually required.

Procurement, renewals, and timing

Item 8 runs an approved-supplier list: Montessori teacher training must go through affiliate MKUTI with no alternative, and point-of-sale software and hardware must meet Procare specifications; franchisees may propose other suppliers for approval elsewhere. Renewal after the 15-year initial term requires full compliance, continued site control, capital upgrades, current training, a general release and a Successor Franchise Fee equal to 50% of the initial franchise fee.

How to read the Montessori School Franchising FDD

The 2025 FDD was filed with state franchise regulators. Use the embedded PDF viewer below to review Items 2, 7, 8, 11, 17 and 19 directly. Talk to FranCloud for a ranked list of similar targets.

Questions vendors ask

Montessori School Franchising, answered from the filing

Co-founder and CEO Nancy P. Boehm and founder and president Thomas J. Boehm lead a franchisor that mandates Montessori Compass, Procare and Tuition Express by contract, so the buying decision for those categories is made at headquarters, not by individual schools.
Item 11 mandates Montessori Compass for school management and Tuition Express for payment processing, and Item 7 mandates Procare for tuition and enrollment. Facebook and YouTube are also named as in use — incumbent marketing channels — though neither is contractually mandated.
Montessori School Franchising operates 19 schools, all franchised, per the 2025 FDD — flat year-over-year unit growth in the education segment.
Item 8 runs an approved-supplier list: teacher training must go through affiliate MKUTI with no alternative, and point-of-sale software and hardware must meet Procare specifications; franchisees may propose other suppliers for approval elsewhere.
The 15-year initial term's Item 17 renewal requires full compliance, continued occupancy rights, capital upgrades, current training, a general release and a Successor Franchise Fee equal to 50% of the initial fee — an infrequent but defined point to revisit vendor terms.
The 2025 FDD was filed with state franchise regulators; use the embedded PDF viewer below to read Items 2, 7, 8, 11, 17 and 19 in full.
Source

Read the filing itself

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Montessori School Franchising2025 FDDView only

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The brands you can actually sell into, from the filings.

Operator footprint

Who runs the locations

49 operators run 49 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.

Operators by units owned

Single-unit49

Top states by locations

TX15
FL5
IL4
VA4
OH3

Related Education brands

Primary franchise filings · updated September 2026. Every figure is source-traceable and QA-checked.