HQ-led decisions

Coaching Matters

Education

Software purchasing at Coaching Matters is controlled from its Wyoming headquarters, where Founder Michael Charles Bahun and Vice President of Corporate Sales Matt Johnson shape technology decisions across 81 total units. The franchise mandates a proprietary ERP system, a proprietary software program, and QuickBooks by Intuit, alongside a required CRM — creating a defined tech stack that vendors must either integrate with or displace. With 78 franchised locations and a lean, single-unit operator base, the addressable market for software sales is concentrated at the franchisor level.

Live signals

Total units
81
78 franchised
Unit growth YoY
vs prior filing
AUV
$536K
Item 19, 2026
Royalty
8%
of gross sales
Ad fund
national + local
Initial fee
$60K
per unit
Investment range
$80K–$84K
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

1 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.

QuickBooks
Mandatory
AccountingItem 11

ating system software installed, along with a Microsoft Office software suite containing Word and Excel; (iii) the ability to run the accounting/bookkeeping software we designate, QuickBooks; (iv) an

The vendor opportunity at Coaching Matters

Coaching Matters operates 81 total units — 78 franchised and 3 company-owned — with a footprint that spans at least New York, Washington, D.C., and Pennsylvania based on the most recent FDD. The system is composed entirely of single-unit operators: all 35 mapped franchisees run exactly one location. No multi-unit owners appear in the disclosure. This structure concentrates software purchasing authority at the franchisor level, making the Wyoming headquarters the sole buying center for any vendor seeking system-wide adoption.

The royalty rate is 8.0% on gross revenue, and the initial franchise term runs 10 years. Average unit volume is not disclosed in the 2026 FDD. Year-over-year unit growth is also not reported, so vendors should monitor public announcements or future disclosures for expansion signals. The absence of a parent company confirms Coaching Matters is independently owned.

Who controls software purchasing

The FDD’s Item 1 lists five executives. Founder Michael Charles Bahun sits at the top of the organization. Matt Johnson, Vice President of Corporate Sales, is the most likely direct buyer for sales-enablement, CRM, or revenue-operations tools. Steven Shannon and Lindsay DiDonna, both Franchise Business Coaches, may influence or evaluate operational and training platforms. Dan Smith, Business Manager, rounds out the leadership group and could be involved in financial or administrative software decisions. Vendors should map their outreach to these individuals based on the tool’s function — corporate sales tech goes to Johnson, financial or compliance tools to Smith, and franchise operations platforms to Shannon or DiDonna.

Mandated and current tech stack

Coaching Matters mandates four technology systems. A proprietary ERP system and a separate Proprietary Software Program form the operational backbone. QuickBooks by Intuit is the required accounting platform. A customer relationship management system is also mandated, though the FDD does not name the specific CRM vendor. This stack leaves integration opportunities for vendors whose tools can sit alongside or enhance these mandated systems — particularly in areas like marketing automation, analytics, or franchisee onboarding, where no specific vendor is locked in.

No point-of-sale system is mentioned in the disclosure, which is consistent with an education-focused franchise. Vendors selling POS or payment processing will find no incumbent to displace but must justify relevance to a service-based business model.

Procurement, renewals, and timing

Item 8 of the FDD contains no extract regarding procurement requirements. This means Coaching Matters does not publicly designate preferred suppliers or impose purchasing restrictions beyond the mandated tech listed in Item 11. For non-mandated software categories, the procurement path is likely direct to HQ decision-makers without a formal RFP process — though vendors should verify this in conversation.

Renewal terms offer a clear timing signal. Franchisees may renew for unlimited additional 5-year terms, provided they give six months’ written notice, comply with all obligations, have no more than three events of default, renovate to current standards, sign the then-current franchise agreement (including a personal guaranty and general release), and pay a renewal fee of 25% of the then-current franchise fee per exclusive territory. These renewal windows, occurring every five years with six months of lead time, create natural moments when franchisees — and the franchisor — may reassess operational tools. Vendors should align outreach with these cycles where possible.

How to read the Coaching Matters FDD

The 2026 Franchise Disclosure Document is the authoritative source for every data point above. Item 1 identifies the executives who control purchasing. Item 11 lists the mandated technology systems. Item 17 defines the renewal conditions and contract windows. The embedded PDF viewer on this page contains the full document for your review. For a ranked target list of franchise systems that match your software category, FranCloud can help you prioritize outreach based on real FDD data.

Questions vendors ask

Coaching Matters, answered from the filing

Founder Michael Charles Bahun and VP of Corporate Sales Matt Johnson are key decision-makers. The franchise business coaches (Steven Shannon, Lindsay DiDonna) may also influence operational tool choices.
The 2026 FDD mandates a proprietary ERP system, a proprietary software program, QuickBooks by Intuit, and a customer relationship management system. No POS is specified.
81 total units: 78 franchised and 3 company-owned. All 35 mapped operators are single-unit franchisees, with no multi-unit owners on file.
The FDD does not disclose a designated or approved supplier list in Item 8. Procurement signals are absent, suggesting an open or unspecified model for non-mandated purchases.
Renewal occurs for unlimited 5-year terms, requiring six months' advance notice and a renewal fee. Contract windows may align with these renewal cycles or new unit openings.
The 2026 FDD is filed with state franchise regulators. You can review it directly in the embedded PDF viewer below for full Item 11 tech disclosures and executive contacts.
Source

Read the filing itself

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Coaching Matters2026 FDDView only
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Operator footprint

Who runs the locations

35 operators run 35 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.

Operators by units owned

Single-unit35

Top states by locations

NY1
DC1
PA1