ChatGPTClaudeCursorGemini
The only franchise database you can use inside ChatGPT, Claude & Cursor. Learn more →

1,700+ FDDs structured for franchise professionals

We extract fees, Item 19 financials, franchisee contacts, SBA default rates, litigation, and outlet data from every FDD — so you can compare brands in minutes, not months. Used by multi-unit operators, consultants, and franchise development teams.

SHELFGENIE

SHELFGENIE

ShelfGenie franchises operate mobile businesses that market, design, sell, and install customized shelving and storage solutions for cabinets, pantries, closets, garages, and other structures using patented systems. The business model involves granting franchises for these services, with franchisees serving primarily residential customers seeking efficient storage upgrades. As of late 2024, there are over 260 U.S. franchises and additional locations in Canada.

261locations
$95K–$148K
Since 2008
ServicesWaco, TXNeighborly Assetco LLC (KKR-owned)www.shelfgenie.comDisclaimer

Loading preview...

Unlock FDD download

Download this + 1,700 other FDDs · One-time purchase

Franchise Costs

Franchise Fee
$69,500
Initial Investment
$95,050 – $148,100
Royalty Rate
7.00%
Brand Fund
2.00%
Fixed Monthly Fees
$1,597 – $1,697

Tiered 5-7% license fee (starting at 7% of gross sales, minimum $400/mo per territory) + 2% MAP fund + $300/mo software + $147/mo technology package + $350-450/mo call center + $800/mo bookkeeping (for standard Executive with 2 territories).

Financial Performance


Item 19 Financial Performance

Average Gross Revenue
$139,320.66
Median Gross Revenue
$99,886
Top Quartile Revenue
$182,112.25
Bottom Quartile Revenue
$76,344
Average Gross Profit
$102,448.64

Data Based On: Data from 50 Reporting Franchisees operating a total of 254 SHELFGENIE Businesses/territories during the 2024 Reporting Period.

* Financial performance data was extracted from the '2024 FRANCHISEE GROSS SALES, COST OF GOODS SOLD, GROSS MARGIN, AND ANNUAL REBATE AMOUNT' table across pages 6-8. This table provides data for individual markets/franchisees, including '# of Territories', 'Gross Sales Per Territory', and 'Gross Margin'. - The 'average_gross_revenue' was calculated as a weighted average of 'Gross Sales Per Territory' values, weighted by '# of Territories'. Calculation: (Sum of (Gross Sales Per Territory * # of Territories)) / Total # of Territories. - The 'median_gross_revenue', 'revenue_top_quartile', and 'revenue_bottom_quartile' were calculated from a list of all individual 'Gross Sales Per Territory' values, repeated for each territory within a market. - The 'average_gross_profit' was calculated by first determining the gross profit per territory for each market (Gross Sales Per Territory * Gross Margin) and then computing the weighted average of these values, weighted by '# of Territories'. - 'best_guess_profit_low' and 'best_guess_profit_high' were derived from the minimum and maximum individual Gross Profit per Territory values observed in the dataset, respectively, as no other specific profit ranges or detailed expense breakdowns were provided to estimate a narrower net profit range.

Extracted Item 19 Section

Avg. Revenue: $139,321

Unlock financial performance data with full access to 1,700+ franchise reports

Unlock financial performance data

SHELFGENIE Franchise Analysis

Custom shelving upgrades sound like a niche ripe for growth in cluttered homes, but ShelfGenie's Item 19 earnings data paints a picture of high variance that could make or break your investment. Recent FDD metrics on terminations and transfers hint at a system in flux despite its Neighborly backing. Can a mobile service model deliver the steady returns you need amid modest expansion?

Item 7 pegs total investment at $95,050-$148,100, with a $69,500 franchise fee dominating startup costs for this mobile operation—no brick-and-mortar overhead. Ongoing fees stack up: tiered 5-7% royalty (7% standard, $400/month minimum per territory), 2% brand fund, plus $300/month software, $147/month tech, $350-450/month call center, and $800/month bookkeeping for an Executive model with two territories. Item 19 discloses average gross revenue of $139,321 and median $99,886 across units, with estimated profits swinging wildly from $9,691 to $401,764—highlighting top performers versus the pack, likely tied to sales hustle in residential markets.

System health shows 261 franchises and 20 corporates as of late 2024, up just 2% from 255 in 2023, with only 8 projected new units. Terminations hit 21 last year alongside 29 transfers, signaling some owner churn in this KKR-owned Neighborly brand franchising since 2008. SBA data adds context: 21 loans averaging $373,590 but a 9.5% default rate suggests financing risks for the unproven. For hands-on operators chasing home services upside, the low entry appeals, but revenue medians and slow growth demand scrutinizing top-decile strategies before committing.

Analysis based on the 2025 Franchise Disclosure Document. All figures should be independently verified before making investment decisions.

How SHELFGENIE Compares

Key Insights

  • Lower than average SBA loan default rate in Home Services
FranchiseInvestmentFeeRoyaltyLocations
SHELFGENIE
Current
$95K – $148K$70K7.0%261
MERRY MAIDS$127K – $166K$55K7.0%933
HOLIDAY LIGHTING HEROES$136K – $164K$118K10.0%672
MOSQUITO AUTHORITY$54K – $128K$45K10.0%546
Culligan$130K – $814K$40K2.0%460
MOSQUITO JOE$150K – $192K$43K10.0%415
Home Services Average
136 franchises
$142K – $269K$52K6.9%

* Comparison based on latest FDD filings. Investment ranges from Item 7, fees from Item 5. Showing top 5 of 136 Home Services franchises by location count.

Locations & Growth


Outlet Growth Over Time

Total outlets at end of each year

Geographic Distribution (2024)

Outlets by state across the United States

Top States
1TX
31
2FL
30
3NC
16
4OH
15
5WA
14
6VA
14
7IL
13
8GA
12
9MA
12
10TN
10
11MD
9
12SC
9
13MI
8
14CO
7
15PA
7

+19 more states

Unlock location growth data with full access to 1,700+ franchise reports

Unlock location growth data

SBA Loan History


Historical SBA 7(a) loan data for SHELFGENIE franchisees (20152025)

Total Loans
21
Average Loan
$373,590
Total Volume
$7.8M
Default Rate
9.5%

Loans by Year

SBA 7(a) loan activity over time

* Data sourced from SBA 7(a) FOIA loan records. Default rate calculated from charged-off loans.

21 SBA loans on record

Unlock SBA loan history with full access to 1,700+ franchise reports

Unlock SBA loan history

Franchisee Contacts

100 franchisee contacts on file from official FDD filings.

100 Contacts Available

Unlock all SHELFGENIE franchisee contacts with verified contact information

Unlock contacts

Due Diligence


Litigation (Item 3)

Franchisee Cases0
No litigation involving franchisees reported

Bankruptcy (Item 4)

Bankruptcy HistoryNo
No bankruptcy history reported

System Health (Item 20)

Franchise system changes reported in the most recent fiscal year

Terminations
21
Non-Renewals
0
Reacquired
0
Ceased Ops
1
Transfers
29
Sold to Franchisees
0
Projected New
8

Unlock due diligence reports with full access to 1,700+ franchise reports

Unlock due diligence reports

Frequently Asked Questions

The total initial investment to open a SHELFGENIE franchise ranges from $95,050 to $148,100. This includes a franchise fee of $69,500. Ongoing royalty fees are 7.0% of gross sales.