MindbodyMindbody
Mandatoryfic information about the client’s personal information, billing and visit history, account status, pain, etc. We own and have access to all data contained within the franchisee’s MindBody Online syst
From the filings
HQ-led decisions
Egoscue
Health servicesSoftware 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.
For software vendors selling into US franchise brands.
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
Non-compete
2 years
from the filing
Item 19
No 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.
8%of gross sales (FY2024)
15% reference
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.
YelpYelp
items on third party re- sell or auction-style websites such as eBay, Craigslist or Amazon without our prior written permission. You may not claim any web listing on sites such as Yelp. We have the ri
Franchisor behaviours
What the franchisor requires
26 requirements the franchisor states in this filing, each in its own words; 4 explicit no's; 4 questions the text does not settle, which is not a no.
Accounting
Must the franchisee use an accounting or bookkeeping system designated or approved by the franchisor?
YesItem 11
You must use the designated accounting software designated by us.
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
We will have independent access to the information and data collected or generated through Mind Body Online, Active Campaign, and other designated systems we require.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
You must submit the following reports by the following due dates.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
We reserve the right for us or an affiliate to be an approved supplier or the only approved supplier of any of the 19 Franchise Disclosure Document - 2024.1 items listed in the above table.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesFranchise agreement
We may issue new specifications and standards for any aspect of Our System, or modify existing specifications and standards, at any time by revising Our Manuals and/or issuing new written directives (which may be communicated to You by any method We choose).
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
5692.95Item 8
In the last fiscal year ending September 30, 2023, our revenues from the sale of these products and services to franchisees was $5,692.95 or 0.18% of our total revenues of $3,160,402.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesFranchise agreement
We or Our affiliate may derive revenue from the sale of required goods and services through mark-ups in prices We charge to You for goods and services purchased from Us or an affiliate, or We or an affiliate may receive compensation or discounts from the supplier for Your purchase of such goods and services.
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?
20Item 8
We estimate that the proportion of required purchases or leases will represent 30% to 40% of your overall purchases in opening your Egoscue® facility and 20% to 30% of your overall purchases in operating your Egoscue® facility.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
If you desire to purchase any of the items listed in this Item 8 from an unapproved supplier, you will submit to us a written request for this approval or request the supplier itself to do so.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
the change of Your Egoscue® Facility telephone listings, telephone numbers, email addresses, URLs, Internet websites, and any other property that bears Our brand or is affiliated with Our brand.
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesFranchise agreement
You must meet the requirements of, and comply with enhancements and changes to, the PCI and DSS and maintain PCI compliance with the current version of the PCI and DSS.
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
We may conduct periodic evaluations, inspections, and audits of any or all aspects of Your Egoscue® Facility at reasonable intervals by Our duly authorized representative for compliance with the System, reporting, customer service and the standards and procedures set forth in the Manuals.
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
We may change these Standards at Our discretion, and You must strictly follow and implement all such Standards within the periods required by Us.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 11
We must approve your site before a lease is entered into or you begin construction.
Marketing
Is a minimum grand opening advertising spend required?
YesFranchise agreement
You are required to spend at least $2,000 in promoting Your opening.
Must the franchisee participate in a customer loyalty or rewards program?
YesItem 11
You are required to participate in the loyalty, gift card, discount, memberships, subscription, and coupon programs we develop.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
You must purchase or lease the following products and services from us, other sources designated or approved by us, or according to our specifications as set forth in the manuals:
Must equipment be purchased from designated or approved suppliers?
YesFranchise agreement
You shall purchase, use, provide, and sell only those goods and services that meet Our specifications and/or that are purchased from Our approved suppliers.
Payments
Must the franchisee use a payment processor or merchant-services provider designated or approved by the franchisor?
YesItem 11
At your sole cost and expense, you are required to use our designed merchant services or payment processor, and to pay all monthly, annual, service, and upgrade fees.
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
All Fees must be paid in accordance with Our then-current electronic funds transfer, ACH or other automatic withdrawal program or as specifically directed by Us.
Must the franchisee participate in a gift card program?
YesItem 11
You are required to participate in the loyalty, gift card, discount, memberships, subscription, and coupon programs we develop.
People
Does the franchisor require minimum staffing levels or specific roles?
YesItem 15
For the first 6 months of operation, your Egoscue® facility must have at least one therapist (which may be your clinic director) with ETS certification on-site.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesItem 11
We do not require a specific POS system, but we must approve of the POS system that you use.
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We will have independent access to the information and data collected or generated through Mind Body Online, Active Campaign, and other designated systems we require.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
We can require your operating principal and/or other key personnel to attend additional trainings if you are in default, or if we reasonably believe such training would be in the best interest of your franchise.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 11
If held, attendance is mandatory for your authorized representative and other designated personnel.
The filing answers no to 4 questions
- Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?Franchise agreement
- Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?Item 6
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
- Must employees wear uniforms specified by the franchisor?Item 8
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
Every number on this page traces back to this document. Read it in full, page by page. Buy the original PDF to download, search, and annotate it.
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FDD alert
Tell me when this brand refiles.
We’ll email you the moment Egoscue files a new annual FDD, usually the freshest signal of a vendor change.
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
| CA | 1 |
|---|---|
| OR | 1 |
Related Health services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.