Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
We may be the only approved supplier of certain products and services that we designate.
From the filings
Mandated tech stackHQ-led decisions
CRUISE PLANNERS
Professional servicesCruise Planners operates 3,124 franchised, home-based travel-agency outlets with software purchasing set centrally: Item 11 of the FDD requires every owner and Associate to run specific hardware and software, from Office 365 to a franchisor CRM system. For vendors, that uniform spec across a large single-unit base is the opening — not a fragmented, franchise-by-franchise buying process.
For software vendors selling into US franchise brands.
Live signals
Total units
3,125
3,124 franchised
Franchised outlet growth
—
Item 20, last two year-ends
AUV
$518K
Item 19, 2025
Royalty
1.5%–3% component; full terms unconfirmed
percentage component
Ad fund
—
percentage component
Initial fee
$11K
per unit
Investment range
$2K–$21K
all-in, Item 7
Procurement
Approved supplier
from the filing
Non-compete
1 years
from the filing
Item 19
Claims
from the filing
Ordinary royalty terms
1.5% component; full terms unconfirmed
Complete royalty terms are not confirmed for the selected filing.
Franchisor behaviours
What the franchisor requires
10 requirements the franchisor states in this filing, each in its own words; 10 explicit no's; 14 questions the text does not settle, which is not a no.
How the franchisor buys
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
Other suppliers are reviewed and changed by us from time to time to ensure our current standards are being maintained.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
In 2025, franchisees purchased no equipment or supplies from us or our affiliates.
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?
0Item 8
Purchases/leases from approved suppliers 0% – 5% 0% – 5%
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
We may also limit the number of approved suppliers with whom you may deal, and/or refuse any requests for the approval of alternative suppliers for any reason, including that we have already designated an exclusive source (which might be an affiliate), or a limited number of exclusive sources (which might be…
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesFranchise agreement
You agree, as applicable, to comply with, and/or to assist us in our compliance efforts regarding, all state and federal data and privacy laws, including, without limitation: PCI Data Security Standards;
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
from time to time for audit purposes, in the manner and form we reasonably require, following 72 hours advance written notice from us to you.
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 14
We may revise the contents of the operating and training materials and you must comply with each new or changed standard.
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesItem 11
The CRM system you will use to collect customer and Cruise Planners FDD-0426 16 86323924;2 Travel Products and Services booking information is proprietary to us.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
In addition to the Initial Training Program requirement, we may, in our sole discretion, require you, your co-owners, or your Associates to complete additional training, and you must pay us a training fee for each person (currently $795 per person).
The filing answers no to 10 questions
- 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
- 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 7
- Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?Item 11
- 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
- Does the franchisor have independent access to the data in the franchisee's POS or computer system?Item 11
The vendor opportunity at Cruise Planners
Cruise Planners runs 3,124 franchised, home-based travel-agency outlets, plus one company-owned location, concentrated in Florida (781), Texas, California (232), Georgia (157) and New York. Item 19 of the FDD makes a financial performance representation: outlets that posted at least $25,000 in total sales and operated at least 12 months averaged $518,262, a figure covering 2,255 active outlets against 600 dormant ones out of 3,124 total. That is a large, technology-standardized base for a vendor to size a pitch against.
Who controls software purchasing
The franchisor, CP Franchising, LLC, is owned by its parent, Cruise Planners Holdings, Inc. CEO Michelle Fee, COO Theresa Scalzitti, CIO Brian Shultz, Chief Strategy Officer Scott Koepf and CFO Nikki Hetzel run the corporate side. Because Item 11 sets one hardware and software spec for every owner and Associate system-wide, Brian Shultz's CIO role is the more relevant technology contact for a vendor than any individual franchisee.
Tech named in the FDD, and what is actually required
The FDD requires every owner and Associate to run a PC or Mac (preferably a laptop), Windows 10 or Mac OS X or more recent, Microsoft Office 365 or Office for Mac 365, Adobe Acrobat Reader, a color printer, a reputable paid antivirus program such as McAfee, Kaspersky or Avast, an anti-malware program like Malwarebytes, and a minimum 5 Mbps internet connection. Cruise Planners also requires access to computer hardware and software that reach its CRM system, though neither Cruise Planners nor its affiliates are obligated to maintain or upgrade a franchisee's computer system.
Procurement, renewals, and timing
Cruise Planners' initial term runs 3 years, renewable unless a franchisee is in default or either side gives 30 days' notice not to renew; renewal requires signing the then-current franchise agreement, paying owed fees, and renewing an E&O insurance policy with Cruise Planners. Item 8 lets Cruise Planners designate approved suppliers for products and services offered to customers, and it may be the sole approved supplier for certain items — currently, E&O insurance is the one purchase franchisees must make directly from Cruise Planners.
How to read the Cruise Planners FDD
The embedded PDF viewer below carries Cruise Planners' 2026 Franchise Disclosure Document in full. Talk to FranCloud for a ranked list of franchise systems like this one worth prioritizing for your next pitch.
Ordinary royalty terms
Complete royalty terms are not confirmed.
Questions vendors ask
CRUISE PLANNERS, answered from the filing
Cruise Planners' technology spec is set corporately — CIO Brian Shultz oversees the systems side, alongside CEO Michelle Fee and COO Theresa Scalzitti — and Item 11 requires every owner and Associate to run the same required hardware, software and CRM access rather than choosing their own.
The FDD requires every owner and Associate to run a PC or Mac, Windows 10 or Mac OS X or newer, Microsoft Office 365, Adobe Acrobat Reader, a paid antivirus program, an anti-malware program, and at least 5 Mbps internet, plus access to Cruise Planners' CRM system.
Cruise Planners runs 3,124 franchised, home-based travel-agency outlets, the bulk of the professional-services system, concentrated in Florida, Texas, California, Georgia and New York.
Cruise Planners can designate approved suppliers for products and services franchisees use or offer to customers, and can be the sole approved supplier for certain items; the one purchase franchisees must make directly from Cruise Planners is E&O insurance.
Cruise Planners' initial term runs 3 years, with renewal available unless either side gives 30 days' notice not to renew — a short cycle that puts technology and E&O insurance decisions up for review roughly every three years.
The embedded PDF viewer below holds Cruise Planners' 2026 Franchise Disclosure Document — read it directly for the full technology, supplier and renewal terms.
Source
Read the filing itself
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Operator footprint
Who runs the locations
3,272 operators run 3,272 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit3,272
Top states by locations
| FL | 801 |
|---|---|
| TX | 350 |
| CA | 245 |
| GA | 162 |
| NY | 138 |
Ownership
The portfolio behind CRUISE PLANNERS
Ownership: MLM Franchising, Inc..
Related Professional services brands
Primary franchise filings · updated September 2026. Read the original filing for definitions, conditions, and qualifications.