ShelfGenie Franchise

ShelfGenie’s documented franchise history begins with ShelfGenie Franchise Systems, LLC, formed in Georgia on November 29, 2007. That predecessor began offering franchises in May 2008. In September 2020, the business joined the Neighborly ownership structure. The current franchisor, ShelfGenie SPV LLC, was formed in Delaware on November 13, 2020 and took over the U.S. franchise agreements and related intellectual property in March 2021.

The April 1, 2026 FDD places ShelfGenie’s headquarters in Waco, Texas and identifies Neighborly Assetco LLC as its direct parent. An August 2021 transaction brought an indirect parent under the control of investment funds affiliated with KKR. Neighborly Company provides franchise support under a management agreement, while ShelfGenie remains responsible for its contractual support obligations. Canadian franchises are offered through a licensee under separate Canadian disclosure documents and agreements.

The U.S. offering distinguishes Executive and Owner/Operator franchises by territory size. A standard Executive business covers two territories of approximately 125,000 households each and requires two franchise agreements. Its Item 7 investment estimate is $95,300–$148,350, including a $69,500 initial franchise fee. The separate Owner/Operator model has an estimated investment of $55,550–$100,550 and a $35,000 base franchise fee. Larger territories can add franchise fees. These estimates assume a home office and include three months of additional funds; they exclude personal living expenses and an owner’s salary. Vehicle estimates reflect initial financing or lease payments rather than a full cash purchase.

ShelfGenie also offers development agreements for multiple Executive businesses. These are separate from the two-territory setup of one standard Executive business. Its core work serves cabinet and pantry storage needs; designated closet and garage systems may be added only when the franchisee meets the franchisor’s qualifications.

ShelfGenie provides initial training for up to two people per business, one of whom must be the manager. They attend the same sessions, and training must be completed satisfactorily within 90 days of the franchise agreement being signed and before opening. The FDD describes eight hours of online preparation through ShelfGenie University followed by training lasting up to six days, usually at a designated company training location, with virtual delivery also possible. Topics include business management, WishPortal software, marketing, reporting, accounting, customer service, sales, product knowledge and installation procedures.

The franchisor supplies instructors, facilities and training materials. Franchisees pay their trainees’ travel, lodging, meals, wages and workers’ compensation insurance. Successor managers generally must complete training unless the franchisor permits the owner to train them, and additional fees may apply. Installers must separately complete a 2.5-day course before customer work, currently costing $650 per person. Designers must complete the 2.5-day Certified Designer Program within 120 days of hire, currently $350 per person. Travel and related costs are additional; training delivered at the owner’s location also requires reimbursement of the trainer’s travel expenses.

Before opening, support includes site-selection guidelines, approved-supplier information, operating manuals, training and opening assistance. Owners choose a qualifying home office or leased office within their territory and obtain necessary local approvals. The FDD describes completing training within 90 days and typically opening within 60 days afterward; the franchise agreement sets opening obligations around the scheduled date in each owner’s agreement.

Ongoing support includes communication, manual updates, approved-product and supplier updates, and consultation visits as the franchisor reasonably determines necessary. Required WishPortal software supports customer records, scheduling, sales and reporting, with separate software fees. A mandatory paid call-center program provides routing and appointment scheduling. ShelfGenie maintains a Marketing, Advertising and Promotion Fund, while franchisees also fund local marketing and obtain approval for advertising.

Refresher courses, regional meetings and conventions may be required, with attendance and travel costs paid by the franchisee. Additional training programs can be required for up to five days annually; national business meetings or conventions have a separate allowance of up to two three-day meetings per year. Owners remain responsible for training their workers adequately and for all employment decisions.

ShelfGenie offers a focused business for buyers interested in practical home improvements and consultative sales. Customized design and installation let the team respond to a customer’s particular storage needs, while a mobile service model and qualifying home-office option provide flexibility in how the business is based. The combination of business software, manager training and separate installer and designer programs supports a coordinated customer experience from consultation through installation.

The owner normally performs or supervises operations directly. An entity-owned business must have a trained principal owner providing direct, on-site supervision unless the franchisor consents to a trained manager instead. That manager does not need an ownership interest. Buyers should be prepared to build and oversee a team, manage local marketing and follow through on customer service; the Executive label describes the territory format rather than automatic permission for passive ownership.

Read more about the operating responsibilities in ShelfGenie Franchise: Custom Storage, Training and Owner Responsibilities.