HQ-led decisions

Egoscue

Health services

Software purchasing at Egoscue is controlled at the corporate level, with Chairman and President Phillip “Pete” Egoscue and COO Meta Haley listed as key executives. The franchise mandates ActiveCampaign and Mindbody across its 24 total units, creating a locked-in tech environment. With 22 franchised locations and a 5-year initial term, vendors face a small but concentrated addressable market where HQ dictates the core stack.

Mandated & recommended tech

The systems vendors compete with

2 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.

Active CampaignActiveCampaign, LLC
Mandatory
CrmItem 11

You are required to use our designated email automation system and pay all fees associated with your account. Current fees for this program are approximately $50 to $100 per month.

MindBody OnlineMindbody, Inc.
Mandatory
POSItem 11

You must also install a client contact and appointment system as determined by us. The current system in use by all franchisees is 'MindBody Online'

Active Ca
CrmItem 11

such information is shared or ported to another approved platform such as Active Ca

MindbodyMindbody, Inc.
SchedulingItem 11

Most of our franchisees use the MindBody platform for their POS system.

Live signals

Total units
24
22 franchised
Unit growth YoY
0%
vs prior filing
AUV
Item 19, 2024
Royalty
6%
of gross sales
Ad fund
2%
national + local
Initial fee
$100K
per unit
Investment range
$164K–$256K
all-in, Item 7
Procurement
Approved supplier
from the filing

The vendor opportunity at Egoscue

Egoscue operates a compact network of 24 total units, with 22 franchised and 2 company-owned locations. The franchise is headquartered in Utah and falls within the health services sector. For software vendors, the addressable market is small—just 24 units—but the concentration of decision-making at HQ means a single successful pitch can unlock the entire system. The operator footprint confirms this centralization: only two operators are mapped, neither of whom is a multi-unit owner, and the top states are California and Oregon with one unit each. No parent company is on file, indicating Egoscue is independently owned.

Average unit volume is not disclosed in the most recent FDD, so vendors cannot benchmark revenue-based ROI. However, the 6.0% royalty rate and 5-year initial term provide structural context. The renewal clause adds a critical filter: franchisees must have paid an average monthly royalty exceeding $2,500 during the 12 months prior to renewal notice. This suggests a minimum performance threshold that vendors can use to gauge unit-level financial health.

Who controls software purchasing

The 2024 FDD identifies three executives in Item 1: Phillip “Pete” Egoscue serves as Chairman of the Board of Directors, President, and Financial Officer; Meta Haley is Director and Chief Operating Officer; and Brian Bradley holds the title of Director and Vice President. In a system of this size, these individuals are the buying center. A vendor pitching operational or financial software should expect to engage the COO and President directly. There is no separate CIO or CTO listed, so technology evaluation likely falls under operations leadership.

Mandated and current tech stack

Egoscue mandates two specific platforms. ActiveCampaign by ActiveCampaign, LLC is required, covering marketing automation and customer communication. Mindbody Online by Mindbody, Inc. is also mandated, serving as the core business management and scheduling platform. The FDD lists these systems explicitly, meaning franchisees cannot substitute alternatives. For vendors selling adjacent or complementary tools—such as billing, staff management, or analytics—integration with Mindbody and ActiveCampaign is a hard requirement. Any pitch must acknowledge this locked-in stack and demonstrate seamless interoperability.

Procurement, renewals, and timing

Item 8 procurement signals are absent from the provided extract, so the designated supplier versus approved supplier model remains unknown. Vendors should clarify during discovery whether Egoscue maintains a formal approved vendor list or allows franchisees discretion on non-mandated purchases. The renewal cycle offers a structured engagement window. Franchisees must provide notice of intent to renew between 6 and 12 months before their 5-year agreement expires. Renewal is conditional on meeting the $2,500 monthly royalty threshold, paying a successor franchise fee, and modernizing the facility to then-current standards. Critically, the franchisor may require signing a materially different contract. This modernization mandate often includes technology upgrades, creating a natural trigger for software evaluation and replacement.

How to read the Egoscue FDD

The full Egoscue Franchise Disclosure Document is filed with state franchise regulators and dated 2024. The embedded viewer below contains the complete text. Key sections for software vendors include Item 11 for the full list of mandated systems and vendor relationships, Item 1 for executive contacts, Item 8 for procurement restrictions, and Item 17 for renewal and modernization obligations. Reading these sections directly will confirm whether any additional tech requirements exist beyond ActiveCampaign and Mindbody. For a ranked target list of franchise systems matched to your software category, FranCloud can help.

Questions vendors ask

Egoscue, answered from the filing

The FDD lists Phillip “Pete” Egoscue (Chairman, President, Financial Officer), Meta Haley (COO), and Brian Bradley (VP). As a small, HQ-controlled system, purchasing decisions likely route through these executives, with the COO and President being primary contacts for operational software pitches.
The 2024 FDD mandates ActiveCampaign by ActiveCampaign, LLC and Mindbody Online by Mindbody, Inc. These are the named, required systems for franchisees, covering marketing automation and business management respectively.
Egoscue has 24 total units: 22 franchised and 2 company-owned. The operator footprint is small, with mapped operators in California and Oregon, and no multi-unit operators controlling more than one location.
The FDD does not disclose a specific procurement model in the provided extract. Without Item 8 details, it is unknown whether Egoscue uses designated suppliers, approved suppliers, or an open procurement model for non-mandated technology.
Renewal requires notice 6–12 months before the 5-year term expires, contingent on a $2,500 minimum monthly royalty and modernization mandates. This creates a predictable window for vendors to engage as franchisees prepare for required upgrades and new agreement terms.
The Egoscue FDD was filed with state franchise regulators in 2024. You can read the full document using the embedded PDF viewer below to analyze Item 11 tech mandates, Item 17 renewal conditions, and executive disclosures directly from the source.
Source

Read the filing itself

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Egoscue2024 FDDView only
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Operator footprint

Who runs the locations

2 operators run 2 mapped locations — 0 of them are multi-unit. Aggregate counts from the filing; no names.

Operators by units owned

Single-unit2

Top states by locations

CA1
OR1

Related Health services brands

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