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Rates
2026 FDD VERIFIEDResidential Remodelers
Shelfgenie

Shelfgenie

Franchising since 2000 · 16 locations

The total investment to open a Shelfgenie franchise ranges from $95,050 - $148,100. The initial franchise fee is $35,000. Ongoing royalties are 2% plus a 2% advertising fee. Shelfgenie currently operates 16 locations (16 franchised). PeerSense FPI health score: 59/100. Data sourced from the 2026 Franchise Disclosure Document.

Investment

$95,050 - $148,100

Franchise Fee

$35,000

Total Units

16

16 franchised

FPI Score
High
59

Proprietary PeerSense metric

Moderate
Capital Partners
10lenders available

Active capital sources verified for Shelfgenie financing

SBA

7(a) Eligible

21d

Avg Funding

P+2.25%

Best Rate

No retainers · Referral fee at closing

FPI Score Breakdown

Growing (10-24 loans)

High Confidence
59out of 100
Moderate

SBA Lending Performance

SBA Default Rate

9.5%

2 of 21 loans charged off

SBA Loans

21

Total Volume

$8.3M

Active Lenders

10

States

14

What is the Shelfgenie franchise?

Every kitchen cabinet that forces you to kneel on cold tile to reach a pot buried three shelves deep represents the same unsolved problem that gave birth to ShelfGenie in 2000. Andrew Kerwin founded the company in his parents' garage in Richmond, Virginia, with a simple but commercially powerful insight: the average American home is filled with inaccessible, inefficient storage that no amount of tidying will fix without structural intervention. Kerwin's answer was the Glide-Out shelving system, a custom-fabricated pull-out shelf solution designed to transform dead cabinet space into fully accessible, organized storage without requiring a full kitchen remodel. P. Allan Young joined the precursor company, then called Shelf Conversions, as a business consultant in 2003, helping construct a dealer model that pushed the concept across the United States and into Canada. Young became a partner in 2006 with franchise development as the explicit goal, and in 2008, ShelfGenie unveiled its formal franchise system with Young serving as CEO and Co-Founder. The company relocated its headquarters to Atlanta, Georgia, and spent the next decade building out a geographically diversified network that reached over 150 territories across 29 states, the District of Columbia, and Canada by 2010, was recognized on the Inc. 500 List of Fastest Growing Companies in America that same year, and has since grown to over 281 franchised locations across North America. In 2020, Neighborly acquired ShelfGenie, integrating it into the world's largest home services franchise platform, which operates between 30 and 32 brands with more than 5,500 locations and over 10 million customers worldwide. Tony Ditzler was named President of ShelfGenie in 2024, bringing over 20 years of franchise and corporate experience with a specific focus on customer satisfaction and operational innovation. For franchise investors evaluating the residential organization space, ShelfGenie occupies a defensible niche at the intersection of home improvement, aging-in-place accessibility, and the enduring American appetite for functional, aesthetically clean storage solutions — a combination that defines both its consumer appeal and its investment thesis.

The residential remodeling and home improvement industry represents one of the most durable and sizable addressable markets in the franchise universe. The global remodeling market was estimated at $3.5 trillion in 2024 and is projected to reach $5.2 trillion by 2034, growing at a compound annual growth rate of 3.8% from 2025 to 2034. North America led that global market in 2024, commanding over 35.11% of total share with revenues of $1.25 trillion. Narrowing the lens to the United States specifically, the residential remodeling market was estimated at $527.36 billion in 2023 and is projected to grow at a CAGR of 4.6% from 2024 through 2030, while the broader residential remodelers segment is expected to expand from $777.21 billion in 2025 to $897.3 billion in 2030 at a CAGR of 3.2%. The secular tailwinds driving these numbers are structural rather than cyclical. The aging Baby Boomer population is investing heavily in accessibility modifications to remain in their homes longer, and Glide-Out shelving that eliminates the need to bend, kneel, or stretch to reach cabinet contents is precisely the kind of low-disruption, high-impact upgrade that resonates with that demographic. Meanwhile, the pandemic-era explosion of remote work permanently elevated consumer attention to functional home environments, creating sustained demand for organization and space optimization investments. The broader home organization products market has benefited from the same trend, as homeowners who now spend significantly more time inside their homes place greater value on how well those spaces actually function. From a competitive dynamics standpoint, the custom residential shelving niche remains relatively fragmented at the local and regional level, which creates meaningful opportunity for a nationally recognized, franchise-backed brand to capture disproportionate market share through brand trust, standardized quality, and centralized marketing. ShelfGenie's positioning within the Neighborly ecosystem amplifies this competitive advantage by connecting it to a network that collectively serves over 10 million customers, generating cross-brand referral volume that independent operators simply cannot replicate.

The ShelfGenie franchise investment is structured to offer multiple entry points depending on territory size, scope of services offered, and whether the franchisee elects a home-based operation or a dedicated showroom model. The initial franchise fee ranges from $35,000 to $69,500, with the higher end of $69,500 representing the standard fee for a full-territory acquisition. Qualified veterans receive a meaningful discount, with the veteran's franchise fee ranging from $28,000 to $55,600 — a reduction of approximately 20% that reflects both the brand's commitment to veteran entrepreneurs and the practical recognition that military-trained operators often outperform civilian counterparts in franchise systems due to their discipline and process orientation. Total estimated initial investment spans from approximately $45,300 to $148,100, with the wide range reflecting the cost variables inherent in a business that can be launched from a home office with a single installation vehicle or scaled immediately into a multi-territory, multi-crew operation with dedicated design consultation space. These startup costs cover installation equipment, initial materials inventory, marketing, and initial operating capital reserves. The ongoing royalty rate is 5% of gross sales, which sits at the competitive low end of the residential services franchise category, with some sources indicating a range of up to 7% depending on agreement structure. Franchisees contribute an additional 2% of gross sales to the national marketing fund, which supports brand-level advertising campaigns designed to drive consumer awareness and lead generation across North America. The minimum liquid capital requirement is $50,000, and prospective franchisees must demonstrate a minimum net worth of $250,000 to qualify for the system. In the broader franchise market, where liquid capital requirements of $100,000 to $200,000 are common for service brands in this revenue tier, ShelfGenie's $50,000 liquidity threshold positions this as an accessible, mid-tier franchise investment relative to the category. The Neighborly parent company affiliation also strengthens SBA lending eligibility, as lenders demonstrate greater confidence underwriting units within established, multi-brand franchise systems with long operational track records. David Mihalic was named Director of Franchise Development in June 2020, signaling a deliberate investment in structured franchise growth infrastructure at precisely the moment Neighborly's acquisition elevated the brand's capitalization and operational resources.

ShelfGenie operates as a service-oriented, mobile franchise model in which franchisees deploy trained designer-consultants and installation crews directly to customers' homes, eliminating the capital overhead of retail storefronts in most operating configurations. The daily operational flow centers on three activities: lead conversion through in-home design consultations, custom fabrication or procurement of Glide-Out shelving systems, and professional installation. The staffing model is scalable by design — owner-operators typically begin with a lean crew of one or two installers and a designer, then add crews in proportion to territory demand, with the average ShelfGenie franchisee ultimately holding six territories and operating multiple simultaneous crews. The company provides 107 hours of classroom training as the foundation of its onboarding program, supplemented by hands-on field training that covers design consultation methodology, installation technique, customer communication, and business operations management. ShelfGenie's proprietary WishPortal CRM software underpins daily business management, providing franchisees with tools for lead tracking, project management, customer communication, and performance reporting. A centralized business support center manages client communications on behalf of franchisees, reducing the administrative burden on owner-operators and enabling faster response times to inbound leads than most independent competitors can achieve. The territory structure provides each franchisee with an exclusive geography containing a minimum of 125,000 qualified households, a threshold designed to ensure sufficient market density to support sustainable revenue growth. The Neighborly Advantage framework adds a layer of cross-brand value unavailable to stand-alone franchise systems: franchisees access ProTradeNet, Neighborly's proprietary vendor network offering discounts and rebates from over 250 preferred suppliers, with Neighborly brand franchisees collectively earning $7.9 million in rebates in 2024 alone. This supply-side cost advantage directly improves unit economics at the franchisee level in ways that are difficult to quantify in isolation but materially meaningful when compounded across materials procurement over a multi-year franchise term.

Item 19 financial performance data is not disclosed in the current Franchise Disclosure Document for ShelfGenie, meaning the FDD does not contain a formal Financial Performance Representation that independently verifiable average or median revenue figures can be drawn from at the unit level. This is a meaningful data gap for prospective investors and warrants direct conversation with existing franchisees during the validation phase of due diligence. However, publicly available data provides a useful baseline for calibrating expectations. ShelfGenie franchise owners collectively generated over $200 million in cumulative sales as of August 2016, a figure that spans a network that at that time had more than 50 locations — implying substantial per-unit productivity. The average ShelfGenie project was reported to cost customers more than $3,000 as of 2016, which, against the backdrop of residential remodeling economics, positions each job as a meaningful revenue event requiring relatively few weekly completions to achieve six-figure annual revenue. More recently, average unit revenue for ShelfGenie franchises was reported at $139,321 in 2024, a figure that serves as a directional benchmark even without FDD-level verification. For context, the broader residential remodelers industry operates at an average gross profit margin of approximately 17.62%, according to a May 2023 industry study, though custom specialty installation businesses with lower materials-to-labor ratios and proprietary product lines can achieve margins that differ materially from that general benchmark. The unit economics calculus for ShelfGenie is further shaped by the home-based operational model available to most franchisees: the absence of commercial lease obligations, which can represent $24,000 to $60,000 in annual fixed costs for service businesses operating from retail locations, structurally improves the path to profitability relative to facility-dependent franchise formats. Prospective investors should use the $139,321 average revenue figure as a floor-side reference, conduct franchisee validation calls with operators across multiple territory sizes, and model conservatively against the royalty structure of 5% to 7% of gross sales plus the 2% marketing contribution.

ShelfGenie's growth trajectory reflects a brand that scaled rapidly through the franchise model, reached a critical inflection point with the 2020 Neighborly acquisition, and is now executing a second phase of structured expansion with renewed leadership investment. From its 2008 franchise launch, the company built to over 150 territories across 29 states and Canada by 2010, was recognized on the Inc. 500 list that year for growth velocity, and continued expanding to 160 territories by June 2020. Current network size exceeds 281 franchised locations across the United States, representing a meaningful expansion from the 260-plus territories reported in earlier North American data. The 2025 Entrepreneur Franchise 500 ranking of number 238 confirms ongoing industry recognition of the brand's operational health, and Franchise Business Review has honored ShelfGenie with awards spanning Top Culture, FBR Hall of Fame, Best Culture, Top Home-Based Franchise, Top Low Cost, and Top 200 designations across the 2019 to 2025 period — a sustained track record of franchisee satisfaction that is one of the most reliable leading indicators of system health available to prospective investors. Tony Ditzler's appointment as President in 2024 signals a deliberate investment in leadership continuity and operational excellence at a stage when many franchise brands that have been absorbed by larger platforms lose strategic focus. The competitive moat ShelfGenie has built rests on four structural advantages: the proprietary Glide-Out shelving system, which creates a product-level differentiation that generic handyman competitors cannot easily replicate; the WishPortal CRM platform, which centralizes lead management and customer communication in ways that smaller operators cannot match; the Neighborly cross-brand referral network, which generates organic leads across 10 million existing customers; and the Franchise Business Review Hall of Fame recognition, which signals a culture of franchisee support that reduces churn and strengthens system cohesion over time.

The ideal ShelfGenie franchisee is a customer-service-oriented entrepreneur with strong interpersonal and project management skills rather than a trade background, since the company's training infrastructure is specifically engineered to deliver technical installation competency to franchisees who begin with no prior shelving or carpentry experience. The business rewards operators who are comfortable managing small crews, following systematic sales processes in the in-home consultation context, and building referral networks within their local communities among interior designers, real estate agents, senior living facilities, and general contractors. Multi-unit ownership is not merely possible within the ShelfGenie model — it is the norm, with the average franchisee holding six territories and managing correspondingly scaled operations. The exclusive territory structure, anchored around a minimum of 125,000 qualified households per territory, means that operators who enter populated metropolitan markets with two or more territories from the outset establish a meaningful competitive footprint quickly. Available territories span the United States and Canada, with geographic expansion continuing as the brand pursues its post-Neighborly acquisition growth mandate. The franchise agreement term length and specific renewal conditions are defined within the FDD and should be reviewed carefully during the disclosure review period, which by federal law provides prospective franchisees with a minimum 14-day window between FDD receipt and any agreement execution or payment. Transfer and resale provisions are likewise governed by the franchise agreement and represent an important exit-planning consideration for investors who view franchising as a medium-term wealth-building vehicle rather than a permanent operating commitment.

For investors conducting systematic due diligence on the residential services franchise category, ShelfGenie presents a specific investment thesis worth evaluating carefully: a proprietary product concept with genuine consumer utility, embedded within the world's largest home services franchise network, operating in a global remodeling market projected to grow from $3.5 trillion in 2024 to $5.2 trillion by 2034, with a total investment entry point that begins below $150,000 and a liquid capital requirement of $50,000 that is accessible relative to peer franchise systems in the home improvement category. The brand's Franchise Business Review Hall of Fame designation, its 2025 Entrepreneur Franchise 500 rank of 238, and its consistent franchisee satisfaction scores across a six-year award window from 2019 to 2025 collectively provide third-party signal quality that is difficult to manufacture and meaningful to weight in a comparative franchise evaluation. The FPI score of 59 reflects a Moderate performance indicator within the PeerSense database, a rating that contextualized against the brand's award history, parent company infrastructure, and growing unit count warrants careful scrutiny of the underlying drivers rather than a reflexive conclusion. PeerSense provides exclusive due diligence data including SBA lending history, FPI score, location maps with Google ratings, FDD financial data, and side-by-side comparison tools that allow investors to benchmark ShelfGenie against competing franchise opportunities within the residential remodelers category with data-backed precision. Explore the complete ShelfGenie franchise profile on PeerSense to access the full suite of independent franchise intelligence data.

FPI Score

59/100

SBA Default Rate

9.5%

Active Lenders

10

Key Highlights

Low SBA default rate (9.5%)

Data Insights

Key performance metrics for Shelfgenie based on SBA lending data

SBA Default Rate

9.5%

2 of 21 loans charged off

SBA Loan Volume

21 loans

Across 10 lenders

Lender Diversity

10 lenders

Avg 2.1 loans per lender

Investment Tier

Mid-range investment

$95,050 – $148,100 total

Payment Estimator

Loan Amount$76K
Interest Rate9.5%
Term (Years)10 yr

Estimated Monthly Payment

$984

Principal & Interest only

Locations

Shelfgenieunit breakdown

Total Units
N/A
Franchisee Owned
System Owned
Closed

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Shelfgenie