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,
From the filings
Montessori School Franchising
EducationMontessori 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
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)
15% reference
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.
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
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
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
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?
YesFranchise 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?
YesItem 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?
YesFranchise 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?
YesItem 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?
YesFranchise 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?
0Item 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?
YesItem 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?
40Item 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?
YesItem 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?
YesItem 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?
YesFranchise 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?
YesFranchise 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?
YesFranchise 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?
YesItem 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?
YesFranchise 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?
YesFranchise 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?
YesItem 11
You must participate in any cooperative advertising program established in your region.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 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?
YesFranchise 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?
YesItem 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?
YesItem 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?
YesFranchise 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?
YesItem 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?
YesItem 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?
YesItem 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?
YesFranchise 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?
YesItem 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
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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
Top states by locations
| TX | 15 |
|---|---|
| FL | 5 |
| IL | 4 |
| VA | 4 |
| OH | 3 |
Related Education brands
Primary franchise filings · updated September 2026. Every figure is source-traceable and QA-checked.