Additional Funds - 3 Mo.
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As incurred

ShelfGenie

Table of Content
1. Franchise Snapshot
2. Franchise Overview
3. Performance and Metrics
4. Our take
5. Additional Resources

1. Franchise Snapshot

Why this franchise?
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Franchise Status
Active
Basic Information
Industry
Home & Building Services
Category
Other
Investment Range
$55,300 - $100,300
Total US Locations
281
Franchise Units
261
Founding Year
2000
Started Offering Franchises
2007
Management Capacity
Owner Operator
Job Count
3
Prior E2 Investors?
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Prior Visa Franchise Clients?
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Royalty Fee
6%
Marketing Fee
2%
Franchise Fee
$35,000
Headquarters (City, State)
Waco, TX
Square Footage
N/A - N/A
Retail Location?
No
Agreement Term Length
5 Years
Video

In these videos you will learn about the company firsthand. And they will also tell you in a short form about the financing of the enterprise.

2. Franchise Overview

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Overview

ShelfGenie is a franchise specializing in customized home organization solutions, primarily focusing on custom-designed pull-out shelving systems. Their value proposition is centered on maximizing space and accessibility in kitchens, bathrooms, pantries, and other areas of the home. The business model revolves around the sale, design, and installation of these products, targeting residential clients who are seeking convenience, functionality, and optimized space.

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Management team / founders

ShelfGenie was founded in 2000 in Richmond, Virginia, and has expanded across the U.S. and Canada under a franchise model. The parent company is ShelfGenie Franchise Systems, LLC. The management team described in the FDD includes executives with experience in franchise development, operations, and marketing. Their backgrounds reflect expertise in scaling franchise networks and providing strong franchisee support in training, sales, and market growth.

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Focus of owner for daily business operations

As a ShelfGenie franchise operator, the daily business responsibilities primarily involve: 1.Sales & client relationships – Engaging in lead generation, product presentations, in-home consultations, and closing sales. 2.Design management – Coordinating the design process with certified designers to ensure accuracy and customer satisfaction. 3.Installations & logistics – Overseeing scheduling and execution of installations, working with trained installers, and ensuring quality standards. 4.Local marketing – Running marketing campaigns and community outreach to build brand awareness and generate demand. 5.Administrative management – Handling finances, performance metrics, and supervising associated staff (designers and installers).

3. Performance & Metrics

Franchisor Fees | Item 6
Franchise Value
Industry Median
All Franchises Median
Royalty Fee
6%
6%
6%
Marketing Fee
Franchise Fee
$35,000
Total Investment Cost | Item 7
Type of Expenditure
Low Amount
High Amount
When due
Initial Franchise Fee
$6,650
$8,216
When you sign the franchise agreement
Leasehold Improvements
$6,650
$8,216
Before opening
Vehicles
$6,650
$8,216
Before opening
Vehicles
$6,650
$8,216
Before opening
Technology and Office Equipment; Supplies
$6,650
$8,216
Before opening
Insurance
$6,650
$8,216
When arranged
Advertising & Promotional and Local Marketing Spending for first three months
$6,650
$8,216
As incurred
Training, Travel, Lodging & Food
$6,650
$8,216
As incurred
Business Licenses and Permits
$6,650
$6,650
As incurred
Professional Fees
$6,650
$8,216
As incurred
Totals
$6,650
$8,216
$6,650
$8,216
$6,650
$8,216
$6,650
$8,216
$6,650
$8,216
$6,650
$8,216
$6,650
$8,216
$6,650
$8,216
Outlets and Franchisee Information | Item 20
Outlet type
Year
Outlets at the start of the year
Outlets at the end of the year
Net change
2022
0
227
227
Franchised
2023
227
227
+6
2024
227
261
+6
2022
13
13
+6
Company-Outlet
2023
13
16
+3
2024
16
20
+4
2022
243
240
-3
2023
240
271
+31
2024
271
281
+10
Total Outlets
-
-
-
-
-
-
-
-
Net Unit Growth (Recent year)
Net Unit Growth (Recent year)
Franchise Health Metrics
Franchise Value
Growth Rate
1 year / 3 years
Failure Rate
1 year / 3 years
Franchise for Sale Rate
1 year / 3 years
0
0
0
0
0
0
0
0
Franchise Health Metrics
Franchise Historical Loan Metrics
10 Year Cumulative Charge Offs by $ of Loans
-
10 Year Cumulative Defaults
-
3 Year Predicted Default Rate
-
*Please note the information provided here is sourced from Lumos. We do not guarantee its accuracy or completeness. For verification, please refer to Lumos directly.
Item 19 – Financial Performance Representations
Historical financial performance representations
Franchise Financials
Historical financial performance representations
Litigation & Bankruptcies
% of Franchisees Undergoing Litigation
1,19%
% of Franchisees with Completed Litigation
1,19%
Number of Bankruptcies Disclosed
0
*The litigation information displayed has been reviewed by our Product Development team. Franchises featured on this platform have been thoroughly assessed. However, Visa Franchise strongly recommends consulting with your own legal counsel for further guidance.

4. Our Take

*The litigation information displayed has been reviewed by our Product Development team. Franchises featured on this platform have been thoroughly assessed. However, Visa Franchise strongly recommends consulting with your own legal counsel for further guidance.