Averan Ivybrook Academy Opening Package Offer
Averan Advisors gets the books and financial systems for a new Ivybrook Academy location ready before opening day, so your first month closes on time. The setup follows Ivybrook Academy’s 2026 FDD and your franchise agreement.
The Ivybrook Academy opening package
Ivybrook Academy’s 2026 FDD puts the cost to open one location at $643,400 to $1,174,500, so getting the finances right from the start matters.
Averan helps Ivybrook Academy franchisees get their books and financial systems ready before opening, with a dedicated childcare and education specialist.
- QuickBooks set up for Ivybrook Academy’s reporting requirements.
- Build-out spending tracked against Ivybrook Academy’s Item 7.
- Loan draw packages prepared for your lender.
- Point of sale, payroll and other systems connected and tested before opening.
Do you have 30 minutes this week? Book a 30-minute call.
Already open with another bookkeeper? See the Ivybrook Academy conversion package.
What the Ivybrook Academy opening package includes
QuickBooks file
We build a QuickBooks file for your Ivybrook Academy location and connect every bank account and card to it.
Reporting format
We set up the chart of accounts so the books produce the monthly report Ivybrook Academy asks its owners for.
Analytics package
Each month we compare your results with the figures in Ivybrook Academy’s 2026 FDD.
Budget tracker
We turn Ivybrook Academy’s Item 7 estimate into your opening budget and record every opening cost against its line.
Loan draw packages
We prepare a file for each loan draw your lender asks for, including SBA loan draws.
Systems connected
We connect the point-of-sale system Ivybrook Academy requires, its enrollment and tuition billing system and your payroll to the books.
Tested before opening
Before your Ivybrook Academy location opens, we run one test day of sales and one test payroll through the books.
Handoff to monthly
Your Ivybrook Academy royalty, brand fund and report due dates go on one calendar for the monthly close.
Timeline
- 1Kickoff5 business days
We hold a kickoff call and send the list of documents we need.
- 2Setup10 business days
We build the QuickBooks file and connect your accounts.
- 3Build-outEach month
We tag every payment to a line of Ivybrook Academy’s Item 7 and prepare each loan draw.
- 4Systems45 days before opening
We test the point of sale, the other systems and payroll.
- 5Opening dayYour opening date
We match each day of sales to the deposits that follow it.
Ivybrook Academy figures from the FDD
Ivybrook Academy schools open 24 months or more, 27 of them, averaged $933,598 of gross revenue in 2025, with a median of $852,482, according to Item 19 of Ivybrook Academy’s 2026 FDD, issued 4 June 2026. The 27 in that group are 55%* of Ivybrook Academy’s 49 franchised schools. Fees paid to Ivybrook Academy come to about 9.32%* of sales.
Ivybrook Academy’s 2026 FDD estimates in Item 7 that opening one Ivybrook Academy location costs $643,400 to $1,174,500, including the $50,000 initial franchise fee.
10 Ivybrook Academy locations opened in the last year that Item 20 of Ivybrook Academy’s 2026 FDD reports.
At the end of the last year that Item 20 reports, Ivybrook Academy had 33 franchise agreements signed for locations not yet open.
Send us to start
- Your signed Ivybrook Academy franchise agreement.
- Ivybrook Academy’s current FDD.
- The Ivybrook Academy monthly report format and the software it uses.
- Your entity documents and EIN letter.
- Your lease, contractor bid and loan agreements.
Access we need
- Your payroll processor.
- The point-of-sale system Ivybrook Academy requires.
- The enrollment and tuition billing system.
- The Ivybrook Academy reporting portal.
- Your invoice and expense software.
- View access to your bank accounts and credit cards, with no power to move money.
- How you want inventory tracked.
Questions from Ivybrook Academy owners
Does Averan Advisors work with Ivybrook Academy owners?
Averan Advisors sets up and keeps the books for Ivybrook Academy owners, and the Averan franchise library has a breakdown of Ivybrook Academy’s 2026 FDD with its fees, cost to open and Item 19 figures.
How does the Ivybrook Academy royalty show up in the books?
The Ivybrook Academy royalty is 7% of sales, according to Ivybrook Academy’s 2026 FDD. We record it on its own line, so each month’s charge can be checked against your sales.
What does it cost to open an Ivybrook Academy franchise?
Ivybrook Academy’s 2026 FDD estimates in Item 7 that opening one Ivybrook Academy location costs $643,400 to $1,174,500. We turn those Item 7 lines into your opening budget and track each payment against them.
What happens after my Ivybrook Academy location opens?
Your Ivybrook Academy books move to the Monthly Close, which closes each month and sends a profit and loss, a balance sheet and the royalty reconciliation. The QuickBooks file stays yours.
* Averan Advisors calculation from the figures in Ivybrook Academy’s 2026 FDD.
Where to next
Talk to us about your Ivybrook Academy opening
Send the short form for the Ivybrook Academy opening package, or book a 30-minute call about your Ivybrook Academy location and your opening date.
Get the offer → Book a 30-minute call