Ivybrook Academy Franchise FDD, Costs & Fees (2025)

KEY FRANCHISE STATS

All you need to know about this franchise in a snapshot

Franchisees

?

40
+
54%
54%
Investment required

?

$541,000 - $870,000
Revenue (AUV)

?

$839,000
Undisclosed
Pro
+
0.1%
+
xx%
-xx%
0.1%
Initial franchise fee

?

$50,000
Royalty fees

?

7.00%
+
2.00%
Operating Profit

?

18.2%

Pro
Franchisees

?

40
+
54%
54%
Investment required

?

$541,000 - $870,000
Franchise fee

?

$50,000
Royalty fees

?

7.00%
+
2.00%
Revenue (AUV)

?

$839,000
Undisclosed
Pro
+
0.1%
+
xx%
-xx%
0.1%
Operating Profit

?

18.2%

Pro

Ivybrook Academy: Revolutionizing Early Childhood Education

Ivybrook Academy is a premier early childhood education franchise that offers a unique blend of Montessori and Reggio Emilia educational approaches, focusing on nurturing each child's individual learning style. 

Founded in 2007 by Jennifer McWilliams, a public-school teacher looking for a better work-life balance, Ivybrook Academy started its journey in Waxhaw, North Carolina. The academy is now headquartered in Weddington, North Carolina, and began franchising in 2015.

The franchise differentiates itself from typical daycare centers by providing a half-day preschool model that emphasizes a discovery-based, multi-sensory curriculum. 

This approach respects children's interests and encourages them to explore and express their ideas creatively. Ivybrook's balanced curriculum combines elements from Montessori, Reggio Emilia, and collaborative learning, ensuring a comprehensive early education that prepares children for future academic success.

Initial investment

Here's what you would need to invest if you were to start this franchise. These costs are provided by the franchisor in the Franchise Disclosure Document.

Type of Expenditure Amount
Initial Franchise Fee $50,000 to $50,000
Training & Opening Support Fee $10,000 to $10,000
Real Estate and Facility Coordination Fee $10,000 to $10,000
Construction, Leasehold Improvements $223,900 to $480,000
Furniture, Fixtures, Classroom Equipment $75,000 to $100,000
Outdoor Classroom (playground equipment) $8,000 to $18,000
Signage (interior and exterior) $8,000 to $14,000
Computer Hardware and Software $1,000 to $2,500
Rent Deposit $15,000 to $20,000
Utility Deposits $1,000 to $2,500
Insurance Deposits and Premiums $2,000 to $3,500
Pre-opening Travel Expense $400 to $2,000
Grand Opening Advertising $20,000 to $25,000
Professional Fees $17,000 to $30,000
Business Permits and Licenses $100 to $500
Additional Funds – 3 Months $20,000 to $30,000
Total $461,400 to $798,000

Franchise Disclosure Document

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Competitors

Franchise
Franchisees
Growth
Initial fee
Investment
Revenue
Gross Profit
Operating Profit
Industry

40

+
54%
54%
No growth
New

$50,000

$541,000

-

$870,000

n.a.

$839,000

Pro

n.a.

Pro

18.2%

Pro

Education

Training 

Ivybrook Academy provides comprehensive training to its franchisees, designed to ensure that they are well-equipped to successfully operate their preschools. 

  1. Initial Onboarding Training: This includes classroom instruction and hands-on experience that covers curriculum implementation, daily operations, marketing strategies, and staff management.
  2. Site Selection and Setup Assistance: Ivybrook Academy guides franchisees through choosing the right location, managing construction, and ordering the necessary equipment and materials.
  3. Ongoing Training and Support: After the initial launch, franchisees receive continuous training, including curriculum updates, marketing support, and operational guidance.
  4. Lesson Planning and Educational Techniques: A dedicated team provides ongoing support for lesson planning and educational methods to ensure franchisees deliver the Ivybrook learning experience effectively.

Territory Protection

Ivybrook Academy offers territory protection to its franchisees. When you become an Ivybrook Academy franchisee, you are granted an exclusive territory, which ensures that no other Ivybrook Academy franchise can be opened within a certain geographic radius around your location. 

This exclusive territory is designed to protect your investment and allow you to fully capitalize on the market potential in your designated area. The specific size and boundaries of the territory are determined based on various factors, including population density, demographics, and market potential. 

This protection helps franchisees establish and grow their business without the concern of direct competition from another Ivybrook Academy location nearby, allowing them to focus on delivering quality early childhood education and building their brand presence in the community.

Number of units

2025
Franchised units

26

33

40

Company-owned units

1

1

1

Total units

27

34

41

Competitors

Montessori Kids Universe

Investment required
$562,000
-
$1,139,000
Franchisees
19
+
58%
58%

The Learning Experience

Investment required
$686,000
-
$5,609,000
Franchisees
326
+
21%
21%

The Goddard School

Investment required
$704,000
-
$8,514,000
Franchisees
627
+
9%
9%

Primrose Schools

Investment required
$743,000
-
$8,595,000
Franchisees
505
+
9%
9%

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