+9.191% units YoYHQ-led decisions

CMIT Solutions

Professional services

Software purchasing at CMIT Solutions is centrally controlled by the franchisor, with multiple mandated systems imposed across its 304-unit network. The franchise operates on a prescribed stack that includes Autotask, HubSpot, QuickBooks, and proprietary tools like CMIT Connect. For vendors selling adjacent or replacement technology, the addressable market is 297 franchised locations plus 7 company-owned units, all governed by a 10-year initial term with a 7% royalty.

Live signals

Total units
304
297 franchised
Unit growth YoY
+9.191%
vs prior filing
AUV
$517K
Item 19, 2026
Royalty
7%
of gross sales
Ad fund
1.5%
national + local
Initial fee
$50K
per unit
Investment range
$106K–$159K
all-in, Item 7
Procurement
Approved supplier
from the filing
Non-compete
2 years
from the filing
Item 19
Claims
unaudited

Mandated & recommended tech

The systems vendors compete with

5 of these are mandated in the franchise agreement. Each is named in Item 11 of the filing, the incumbents a challenger must displace or integrate with.

Autotask
Mandatory
Field serviceItem 11

rades and updates to the Technology System. Current pricing for platforms and support is specified in the Manual and may be updated periodically. Except for these services and the Autotask updates, ne

HubSpot
Mandatory
CrmItem 11

Virtual Calls) FOUNDATION AND for each ORIENTATION individual - CMIT Connect Tour - Insurance - Accounting Resources - Marketing - Business Address - CMIT Compliance - Marketing - HubSpot Introduction

QuickBooks Online
Mandatory
AccountingItem 11

mputer and computer system that runs the current professional version of the Microsoft Windows or macOS operating system equipped with the current version of Microsoft Office 365, QuickBooks Online, a

Quoter
Mandatory
Industry softwareItem 11

n Fundamentals - Operational Excellence CMIT STACK - Intermedia Training - Cyberhoot Training - 1Password Training - Hat.Ai Certification - Product Training - Solutions Building - Quoter Training - CM

ZoomInfo
Mandatory
MarketingItem 11

g - The Ideal Customer 28 CMIT Solutions, LLC Franchise Disclosure Document | 2026 - The Marketing Playbook - Monthly Campaign Assets Tutorial - Marketing Support - Print Portal - Zoominfo - Campaign

Google
Marketing automationItem 7

ou must verify and comply with local laws and regulations. You must acquire a virtual office address within your Territory for mail delivery services, which can be registered with Google and other thi

The vendor opportunity at CMIT Solutions

CMIT Solutions is a professional-services franchise headquartered in Texas with 304 total units as of its 2026 FDD. Of those, 297 are franchised and 7 are company-owned. The system grew units by 9.191% year-over-year, signaling an expanding footprint that may require additional or replacement software across its locations. The franchise operates on a 10-year initial term with a 7.0% royalty on gross revenue. Average unit volume is not disclosed in the most recent FDD.

For software vendors, the opportunity lies in a network where technology is tightly prescribed from the top. The franchisor mandates a specific stack, meaning any new vendor must either complement the existing mandated systems or demonstrate a compelling case for replacement at the HQ level. With no parent company on file, CMIT Solutions appears independently owned, keeping decision-making concentrated within its own executive team.

Who controls software purchasing

Software purchasing authority sits at the franchisor level. The 2026 FDD lists five key executives in Item 1: Roger Lewis (President and Chief Executive Officer), Michael Murphy (Chief Financial Officer), Tara Osborn (Chief of Operations Officer), Lisa Montanio (Senior Director of Franchise Development), and Stuart Hentschel (Senior Director of Service Delivery). For technology sales, the most relevant contacts are likely Stuart Hentschel, who oversees service delivery and presumably the tech stack that supports it, and Tara Osborn, whose operations role touches system-wide tools. Roger Lewis, as CEO, holds ultimate sign-off authority.

Because the franchisor mandates multiple systems, any software pitch must address how the product integrates with or improves upon the existing mandated stack. Franchisees do not appear to have independent procurement authority for core operational software.

Mandated and current tech stack

The 2026 FDD mandates eight specific systems. Autotask serves as the professional services automation (PSA) platform. CMIT Connect and CMIT Website are proprietary tools. Cyberhoot is mandated for security awareness training. Hat.Ai is listed as a mandated system, though its exact function is not detailed in the FDD extract. HubSpot, provided by HubSpot, Inc., is the mandated CRM. QuickBooks and QuickBooks Online, both from Intuit Inc., are mandated for accounting.

This stack covers PSA, CRM, accounting, security awareness, and proprietary operations. Vendors selling adjacent categories—such as quoting, remote monitoring and management (RMM), documentation, or backup—may find whitespace. Vendors competing directly with Autotask, HubSpot, or QuickBooks face a high bar, as these are deeply embedded mandates.

Procurement, renewals, and timing

The FDD does not include an Item 8 extract detailing procurement rules, so whether CMIT Solutions uses a designated-supplier model, an approved-supplier list, or an open procurement process is not publicly disclosed. Vendors should inquire directly about supplier onboarding requirements.

Renewal timing offers a potential window for software evaluation. Under Item 17, franchisees may renew for an additional 10-year term if they meet conditions including signing the then-current franchise agreement, which may contain materially different terms. This reset point could prompt system-wide technology reviews. Franchisees must also comply with current qualification, training, and re-certification requirements, and possess equipment that meets the franchisor's then-existing standards—language that could extend to software.

How to read the CMIT Solutions FDD

The 2026 CMIT Solutions FDD is embedded below for full review. Key sections for software vendors include Item 1 (executives and ownership), Item 11 (mandated systems and suppliers), Item 8 (procurement obligations, if disclosed), and Item 17 (renewal conditions that may trigger tech stack changes). The document is filed with state franchise regulators and provides the most authoritative public view of the franchise's operational requirements. For a ranked target list of franchise systems matched to your software category, FranCloud can help.

Questions vendors ask

CMIT Solutions, answered from the filing

The franchisor mandates technology centrally. Key executives include Roger Lewis (President and CEO), Stuart Hentschel (Senior Director of Service Delivery), and Tara Osborn (Chief of Operations Officer).
CMIT Solutions mandates Autotask for PSA, CMIT Connect and CMIT Website (proprietary), Cyberhoot for security awareness, Hat.Ai, HubSpot for CRM, and both QuickBooks and QuickBooks Online from Intuit.
The 2026 FDD reports 304 total units: 297 franchised and 7 company-owned. Year-over-year unit growth was 9.191%.
The 2026 FDD does not disclose a specific Item 8 procurement structure, so the designated-supplier versus approved-supplier model is not publicly detailed.
Initial terms run 10 years, with a conditional 10-year renewal. Renewal requires signing the then-current agreement, which may impose materially different terms, creating potential re-evaluation points.
The 2026 FDD is filed with state franchise regulators. You can view the embedded PDF viewer below to read the full document.
Source

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Operator footprint

Who runs the locations

22 operators run 22 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.

Operators by units owned

Single-unit22

Top states by locations

TX3
WI3
NY2
CA2
PA2

Ownership

The portfolio behind CMIT Solutions

parent_company of Encore Acquisition Corp..

Related Professional services brands

Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.