Closets by Design logo

Closets by Design Franchise

Audited Financials
Home ServicesEst. 1998Garden Grove, CA
www.closetsbydesign.com
Financing Available

Risk Score

Pending analysis

Investment Range

$154,000 - $511,000

Franchise Fee

$18,000

Total US Locations

85

Business Summary

Closets By Design operates a business focused on the retail sales, manufacturing, and installation of various home organizer systems. This includes custom closets, garage cabinets, and other home or office organizers, serving homeowners and small businesses who wish to remodel their spaces within a specific designated territory.

Corporate History

Closets By Design Franchising, Inc. (CBDF) was organized in California on March 31, 2001. On the same date, CBDF acquired the assets of its predecessor, Closets By Design Franchising, LLC (CBD-LLC), which had been selling Closets By Design franchises since January 1998. Since June 2001, CBDF has been offering franchises for retail outlets specializing in the sale, manufacturing, and installation of custom closets, home/office organizers, and related products. CBDF's parent company is Home Organizers, Inc. (HOI), which also owns Closet World, Inc. (CWI), operating similar businesses under the 'Closet World' brand.

Financial Overview

Investment Range

$154,000 - $511,000

Franchise Fee (Low)

$18,000

Franchise Fee (High)

$20,000

Royalty %

7.25%

Marketing %

2.25%

Equipment Costs (Low)

$37,000

Equipment Costs (High)

$254,000

Working Capital

$50,000

Audited Financials

Yes

Offers Financing

Yes

Audit Opinion

Unqualified opinion

Financial Health Notes

Closets By Design's financial statements indicate a significant amount due from its parent company, Home Organizers, Inc. (HOI), totaling over $221 million by the end of 2024. This amount is classified as contra-equity and is not expected to be collected in the foreseeable future, which management notes can impact Closets By Design's liquidity, working capital, and equity. Additionally, Closets By Design guarantees a $45 million credit agreement for HOI, which is collateralized by Closets By Design's assets and stock. Although management believes the risk of default on this guarantee is remote, it represents a substantial contingent liability.

Financing Details

Closets By Design may offer financing for a portion of the Territory Fee for franchisees who meet specific criteria, including having a Territory with 300,000 to 350,000 households and meeting Closets By Design's credit standards. The financing can cover up to $40,000 of the amount by which the Territory Fee exceeds $40,000. This financing has a 12-month term, requires a 10% down payment, and accrues interest at the greater of 9.50% or 3 points above Citibank's prime rate. The Market Development Fee may also be financed on a case-by-case basis at the same interest rate. Closets By Design does not provide financing for any other fees or amounts and does not guarantee franchisee loans or obligations.

Performance Metrics

Total US Locations

85

Franchised Units

79

Corporate Units

6

Franchising Since

1998

Agreement Terms

Initial Term

5 years

Renewal Term

5 years

Renewal Conditions

To renew their Closets By Design franchise, franchisees must be in full compliance with their agreement and all related agreements, and not be in default. They must also have refurbished and remodeled their location and updated equipment and supplies to meet current brand standards. All monetary obligations to Closets By Design and its affiliates must be satisfied and largely met on time throughout the previous term. Franchisees are also required to sign a General Release form and pay a renewal fee of $5,000. The new renewal agreement may have materially different terms and conditions. If Closets By Design determines a franchisee breached advertising obligations, it may redefine and reduce the franchisee's territory as an alternative to refusing renewal.

Training & Support Program

Franchisor Assistance

Closets By Design offers comprehensive support to its franchisees, beginning with pre-opening assistance. This includes initial training for the General Manager and one other person on various business aspects (administration, marketing, operations, sales, design, production), typically held in Garden Grove, California, or virtually. Franchisees also receive a confidential operations manual and 1 to 2 weeks of on-site training at their location. Closets By Design consults on location setup and helps install its proprietary CBD Manager software. For ongoing support, Closets By Design provides access to proprietary materials and continuously develops new products. It manages a National Promotion and Protection Fund for system-wide advertising, public relations, and brand protection (including legal expenses). Franchisees receive free phone and email guidance during business hours and can request additional on-site assistance for a fee. Mandatory annual conferences or regional meetings are held to discuss operations and other system matters, with a potential attendance fee. The franchisor also provides merchandising materials at cost and supports its proprietary software and sales management portal, including periodic upgrades, bug fixes, and the right to remotely access business data.

Initial Training Hours

120

Training Location

Garden Grove, California, other designated training center or virtually

Ongoing Support

After opening, Closets By Design provides access to an adequate supply of proprietary closet and home/office organizational materials and continues to develop new organizers. It administers the National Promotion and Protection Fund (2.25% of monthly Gross Revenues) for national promotion, enhancement, and protection of the Closets By Design system and trademarks, covering advertising production, distribution, public relations, and legal defense of the marks. Franchisees receive phone and email guidance during normal business hours at no additional charge. Optional on-site training and assistance can be requested or determined necessary by Closets By Design, costing $750 for the first day and $500 for each additional day, plus travel and living expenses. Franchisees must attend mandatory annual conferences or regional meetings, with a potential fee up to $1,500 per attendee plus travel and living expenses. Closets By Design may also provide merchandising materials at cost and supports its proprietary CBD Manager software and AIM Sales Management Portal, including periodic upgrades and bug fixes, and has the right to retrieve data from franchisee computer systems.

Franchise Requirements

Ideal Candidate Profile

Closets By Design is looking for franchisees, or their equity owners (Principals), who are committed to personally and directly participating in the business's operation. The franchise is not suitable for individuals seeking a passive investment. Principals must dedicate significant time and effort to ensure the proper and effective operation of the business. Additionally, each location must have at least one full-time General Manager, who can be the franchisee if an individual, and this manager must devote their entire business time to managing the franchise. Even with a General Manager, Principals are still expected to personally participate in the direct operation of the franchise on a full-time basis.

Industry Experience Required

No

Management Experience Required

No

Sales Experience Required

No

Technical Skills Required

No

Operational Details

Location Type

retail

Owner Participation

full-time

Territory Type

limited

Territory Size Requirements

Closets By Design territories are defined by population and typically contain between 200,000 and 250,000 households. The exact boundaries are detailed in Exhibit 1 of the Franchise Agreement.

Staffing Notes

Each Closets By Design location must employ at least one full-time General Manager who is approved by Closets By Design, completes initial training, and dedicates all their business time to the franchise. This General Manager must be on duty during all operating hours. If a General Manager needs replacement, a successor must be designated within ten days, approved by Closets By Design, and complete required training at the franchisee's expense. All Principals, General Managers, and other managerial and non-managerial staff, along with independent contractors, must sign confidentiality and non-competition agreements.