From the filings

HQ-led decisions

Crestcom International

Education

Software purchasing at Crestcom International is controlled at the corporate level, with President and CFO Julie Draguns and EVP/General Counsel Usmaan Khan positioned as key decision-makers. The system mandates a proprietary Crestcom Learning Portal and customer relationship management software, creating integration and replacement opportunities for vendors. With 1,242 total units (1,200 franchised) and an average unit volume of $239,272.69, the addressable market spans a large, nationally distributed franchise network.

For software vendors selling into US franchise brands.

Live signals

Total units
1,242
1,200 franchised
Unit growth YoY
vs prior filing
AUV
$239K
Item 19, 2025
Royalty
19.75%
of gross sales
Ad fund
0%
national + local
Initial fee
$75K
per unit
Investment range
$92K–$105K
all-in, Item 7
Procurement
Approved supplier
from the filing
Non-compete
2 years
from the filing
Item 19
Claims
from the filing

Ongoing fee load

What the operator pays every month

The recurring percentage of gross sales named in this filing, before rent, labour or any technology fee.

19.75%of gross sales (FY2026)

Ongoing fees: 19.75% of gross sales (FY2026)Royalty 19.75%, Ad fund 0%. Total 19.75% of gross sales. Drawn against a 15% reference scale.

15% reference

Royalty 19.75%Ad fund 0%

Mandated & recommended tech

The systems vendors compete with

Systems named in Item 11 of this filing. None is recorded as mandated here, which is not the same as the filing mandating nothing. Read Item 11 before treating the category as open.

Crestcom Learning Portal (CLP)
Proprietary systemItem 11

You must also acquire the Crestcom Learning Portal (CLP) software that we designate.

customer relationship management software
CrmItem 11

You must acquire customer relationship management software that we designate.

Franchisor behaviours

What the franchisor requires

12 requirements the franchisor states in this filing, each in its own words; 11 explicit no's; 11 questions the text does not settle, which is not a no.

Accounting

Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?

Yes

Franchise agreement

Franchisee shall, upon request by Crestcom, provide to Crestcom annual financial statements.

How the franchisor buys

Is the franchisor or an affiliate itself a supplier of required products, services or systems?

Yes

Item 8

We are currently the sole approved supplier of all of the audio, video, and online media included in the Materials.

Does the franchisor reserve the right to change designated suppliers or systems at any time?

Yes

Item 11

We reserve the right to modify, upgrade, or discontinue any Mandatory Computer Systems and Programs, and to require different or new software programs that may be replacements of or additions to the Mandatory Computer Systems and Programs.

Item 8 gives this proportion in one of two shapes: separate percentages for establishing the business and for operating it, or one figure covering "establishing and operating" together. Where they are separate, answer with the operating percentage; where the passage gives only the combined figure, answer with that. What percentage of the franchisee's purchases must come from designated or approved suppliers?

90

Item 8

However, we estimate that acquiring Materials and other items in accordance with our standards and specifications will comprise 90 to 95 percent of

Can a franchisee propose a new supplier for the franchisor's approval?

Yes

Item 8

If you want to utilize any materials or services in your CRESTCOM Business, or use any new suppliers that have not previously been approved by us, you must first obtain our approval.

Communications

Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?

Yes

Franchise agreement

Franchisee acknowledges that, as between Franchisee and Crestcom, Crestcom has the sole rights to and interest in all telephone, telecopy or facsimile machine numbers and directory listings, all domain names, and social media websites or accounts associated with any Mark.

Franchise management

Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?

Yes

Franchise agreement

Crestcom or its designated representatives may inspect and/or audit such records, or any other records of Franchisee or any party affiliated with Franchisee, including but not limited to Franchisee’s Principal Representatives, other owners, guarantors, officers, directors, or Authorized Representatives, any immediate…

Can the franchisor change the operations manual and brand standards unilaterally?

Yes

Franchise agreement

Franchisee acknowledges that Crestcom may modify its standards and specifications and operating and Marketing techniques set forth in the Procedures Manual and the Materials and Live Instruction sold through the CRESTCOM Business unilaterally under any conditions and to the extent in which Crestcom, in its sole…

Operations

Must the franchisee buy products from a designated distributor?

Yes

Item 8

Franchisees must purchase or otherwise acquire all items used in their CRESTCOM Businesses from suppliers designated or approved by us.

Sales and CRM

Must the franchisee use a CRM system designated or approved by the franchisor?

Yes

Item 8

You must acquire customer relationship management software for use with your computer system from a supplier we designate.

Training

Can the franchisor charge the franchisee for additional, refresher or remedial training?

Yes

Item 11

These additional certification programs may require that, at your sole expense, your Facilitators attend and complete additional training programs for which we may charge tuition or a fee in accordance with our then current published rates.

Is attendance at an annual convention or conference mandatory for the franchisee?

Yes

Item 11

You or your Principal Representative must attend any mandatory Additional Meetings we conduct, including our international convention each year.

The filing answers no to 11 questions
  • Must the franchisee use an accounting or bookkeeping system designated or approved by the franchisor?Item 11
  • Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?Item 11
  • Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?Item 8
  • Does the franchisor charge a fee to evaluate a proposed supplier?Item 8
  • Must the franchisor approve the franchisee's site or location before opening?Item 11
  • Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?Franchise agreement
  • Is a minimum grand opening advertising spend required?Item 11
  • Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?Item 12
  • Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
  • Must equipment be purchased from designated or approved suppliers?Item 8
  • Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?Item 11

The vendor opportunity at Crestcom International

Crestcom International operates 1,242 units, of which 1,200 are franchised and 42 are company-owned. The system generates an average unit volume of $239,272.69, with a royalty rate of 19.75% on a standard 7-year initial term. For software vendors, this is a mid-sized, education-sector franchise with centralized purchasing signals and a mandated technology stack that creates both integration and displacement opportunities.

The franchisor is independently owned with no parent company on file. Its headquarters are in Colorado, and the most recent FDD is dated 2026. No operator footprint is mapped in our corpus, which means local-level purchasing influence is likely minimal—HQ controls the technology agenda.

Who controls software purchasing

The 2026 FDD Item 1 lists five executives who form the core buying center. Julie Draguns serves as President and Chief Financial Officer, giving her direct authority over budget and vendor contracts. Usmaan Khan, Executive Vice President and General Counsel, is the gatekeeper for legal and compliance review of software agreements. Eduardo Pinzon (Director of Operations), Amy Schirmer (Director of New Product Development), and Cara Rufo (Director of Marketing) are the likely influencers for operational tools, learning content platforms, and marketing technology respectively.

Vendors should route initial outreach through Draguns or Khan, as financial and legal sign-off appears concentrated at the top. The absence of a named CIO or CTO in the FDD suggests technology decisions are distributed among these functional leaders rather than centralized in a dedicated IT role.

Mandated and current tech stack

Crestcom mandates two technology categories. The Crestcom Learning Portal (CLP) is a proprietary system required across the network, serving as the core delivery platform for leadership training content. Customer relationship management software is also mandated, though no specific vendor is named in the FDD. The C.O.A.C.H. site is referenced as an additional system, likely supporting franchisee coaching or operational workflows.

This creates a clear vendor landscape: the CLP is a captive system with no direct replacement path, but the mandated CRM represents an open opportunity if the incumbent is unnamed or if the franchisor is open to switching. Vendors offering CRM, marketing automation, learning management integrations, or operational tools that complement the CLP should position themselves as ecosystem enhancers rather than full-stack replacements.

Procurement, renewals, and timing

Item 8 of the FDD does not provide an extract on procurement rules, leaving the supplier designation model unclear. In practice, this often means the franchisor retains discretion to designate or approve suppliers on a case-by-case basis. Vendors should assume a gated process requiring HQ approval.

Item 17 outlines renewal conditions: franchisees must provide notice at least 120 days before expiration, comply with the Franchise Agreement, pay a successor franchise fee, and execute a new agreement on the then-current form, which may contain materially different terms. The 7-year term means a rolling window of renewals across the 1,200-unit franchise base. Vendors should align sales cycles with these renewal events, as franchisees updating their operations to comply with new Procedures Manual requirements may be more receptive to new software.

How to read the Crestcom International FDD

The 2026 Franchise Disclosure Document is the authoritative source for Crestcom's technology mandates, executive roster, and contractual terms. Key sections for software vendors include Item 11 (franchisor assistance and mandated systems), Item 1 (executives and ownership), Item 8 (procurement restrictions), and Item 17 (renewal and modification conditions). The embedded PDF viewer below provides full access to the document as filed with state franchise regulators. For a ranked target list of franchise systems matched to your software category, FranCloud can help.

Questions vendors ask

Crestcom International, answered from the filing

Key buyers include Julie Draguns (President/CFO) and Usmaan Khan (EVP/General Counsel). Operations and marketing directors Eduardo Pinzon, Amy Schirmer, and Cara Rufo likely influence departmental tools.
The FDD mandates the Crestcom Learning Portal (CLP) and customer relationship management software. A C.O.A.C.H. site is also referenced. No specific POS or operational vendor names are disclosed.
The 2026 FDD reports 1,242 total units: 1,200 franchised and 42 company-owned. This represents a large, nationally distributed network of leadership training franchises.
The FDD does not extract a specific Item 8 procurement signal. Without that disclosure, assume a mix of designated and approved supplier relationships, with HQ holding significant purchasing authority.
Renewal requires 120 days' notice before expiration under a 7-year initial term. The 2026 FDD suggests active contract cycles; vendors should engage well before renewal deadlines to align with compliance-driven tech updates.
The 2026 FDD is filed with state franchise regulators. You can view the embedded PDF viewer below to review the full document, including Item 11 tech mandates and Item 17 renewal conditions.
Source

Read the filing itself

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Crestcom International2026 FDDView only

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The brands you can actually sell into, from the filings.

Operator footprint

Who runs the locations

168 operators run 168 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.

Operators by units owned

Single-unit168

Top states by locations

TX5
CA4
MD4
FL4
NY4

Ownership

The portfolio behind Crestcom International

single_brand_holdco of Crestcom International.

Sibling brands

Related Education brands

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