From the filings

HQ-led decisions

Enlightened Business Advisory Group

Professional services

Software purchasing at Enlightened Business Advisory Group is controlled at the headquarters level, with President and CEO Matthew Solomon and Vice President Michael Celada named as key executives in the 2023 FDD. The franchise mandates a suite of operational and client-management technologies across its 2 franchised locations. For software vendors, this is a small but tightly standardized target with a clear HQ-driven procurement path.

For software vendors selling into US franchise brands.

Live signals

Total units
2
2 franchised
Unit growth YoY
vs prior filing
AUV
Item 19, 2023
Royalty
of gross sales
Ad fund
3%
national + local
Initial fee
$100K
per unit
Investment range
$267K–$454K
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. It is a floor, not a total — the filing discloses one of the two headline fees.

3%+of gross sales (FY2023)

Ongoing fees: 3% of gross sales (FY2023)Ad fund 3%. Total 3% of gross sales, from the fees this filing discloses. Drawn against a 15% reference scale.

15% reference

Ad fund 3%

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.

QuickBooksIntuit
Mandatory
AccountingItem 8

e, equipment, inventory, computer hardware and software, products and comparable items. In some cases, we or our affiliate may be the only approved supplier. We require you to use QuickBooks accountin

FacebookMeta
MarketingItem 12

social media pages for you and provide best practices and standard brand language so that you present a consistent brand image. You may not set up other social media accounts with Facebook, Instagram,

InstagramMeta
MarketingItem 12

ia pages for you and provide best practices and standard brand language so that you present a consistent brand image. You may not set up other social media accounts with Facebook, Instagram, LinkedIn,

JobberJobber
Field serviceItem 6

ired to lease the real estate for the remainder of the (enter type of) term (excluding additional renewals) for fair market value. * While relationships established under license, jobber, dealer and s

LinkedInLinkedIn
MarketingItem 12

r you and provide best practices and standard brand language so that you present a consistent brand image. You may not set up other social media accounts with Facebook, Instagram, LinkedIn, YouTube, G

TwitterX
MarketingItem 12

tices and standard brand language so that you present a consistent brand image. You may not set up other social media accounts with Facebook, Instagram, LinkedIn, YouTube, Google, Twitter or other soc

YouTubeGoogle
MarketingItem 12

provide best practices and standard brand language so that you present a consistent brand image. You may not set up other social media accounts with Facebook, Instagram, LinkedIn, YouTube, Google, Twi

Franchisor behaviours

What the franchisor requires

28 requirements the franchisor states in this filing, each in its own words; 5 explicit no's; 1 question 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?

Yes

Item 8

We require you to use QuickBooks accounting software as of the date this Disclosure Document was issued.

Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?

Yes

Item 11

You must provide us with direct, independent access to your software and accounting data.

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

Yes

Franchise agreement

Franchisee shall also submit to Franchisor such other financial and non-financial reports and information as Franchisor may request.

How the franchisor buys

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

Yes

Item 8

We or our affiliate will sell a variety of proprietary services to franchisees and we may be the only supplier of such services.

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

Yes

Franchise agreement

Franchisee agrees that Franchisor may, from time to time, upon notice, add to, subtract from or otherwise modify or change Franchisee’s obligations under the System, including, without limitation, changes reflecting Franchisor’s adoption and use of new or modified Marks, program, products and services.

How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?

0

Item 8

During the fiscal year ended June 30, 2023, we did not receive any revenues on account of sales to franchisees but we will do so in the future.

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?

80

Item 8

We estimate that the required purchases and leases described in this Item will constitute approximately 80% to 90% of all purchases and leases you will incur to establish and operate your Center for Enlightened Business.

Does the franchisor charge a fee to evaluate a proposed supplier?

Yes

Item 8

You must send a written request to us and agree to pay our expenses (up to $5,000) in researching and evaluating the proposed vendor and testing its programs, products or services, the payment of which is nonrefundable;

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

Yes

Item 8

In order to obtain our consent to a new or different vendor or supplier, you must satisfy the following conditions.

Communications

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

Yes

Franchise agreement

(5) stop all use of all telephone numbers, facsimile numbers, e-mail addresses, home pages, domain and subdomain names, web sites, social media pages and the like that are associated with the Franchised Business and cooperate with Franchisor in causing all applicable telephone companies, social media sites and other…

Data and IT

Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?

Yes

Item 1

Compliance with the PCI DSS is your responsibility.

Franchise management

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

Yes

Franchise agreement

Franchisor and its representatives shall have the right, at any time, with or without notice, to monitor and observe the conduct of the Franchised Business for the purpose of determining compliance with the requirements of this Agreement, for conducting quality assurance audits which may include client surveys, and…

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

Yes

Franchise agreement

Franchisor will lend to Franchisee for use during the term of this Agreement copies of Franchisor’s proprietary and confidential manual or manuals which Franchisor may amend from time to time, containing mandatory and suggested specifications, standards, operating procedures and rules for the System designed to…

Must the franchisor approve the franchisee's site or location before opening?

Yes

Item 11

You must obtain our consent before signing a lease or contract for the site.

Marketing

Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?

Yes

Item 12

You may not establish a website or other Internet on electronic presence without our prior written consent.

Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?

Yes

Item 11

We also require that you pay us to spend on your behalf a minimum amount on local advertising each month, beginning after a year of operation.

Must the franchisee participate in a customer loyalty or rewards program?

Yes

Franchise agreement

Franchisee agrees to accept such coupons and gift certificates and cards from clients and to redeem them in accordance with Franchisor’s policies then in effect and to participate in such discount programs to the extent permitted by applicable law.

Operations

Must the franchisee buy products from a designated distributor?

Yes

Item 8

You must purchase or lease all goods, services, supplies, fixtures, signage, equipment, inventory, computer hardware and software, products and comparable items used in your Center for Enlightened Business from the franchisor or its affiliate, if available, or from suppliers approved or designated by us.

Must equipment be purchased from designated or approved suppliers?

Yes

Franchise agreement

Franchisee must purchase any equipment and initial supplies for the Franchised Business as designated by Franchisor from suppliers that are designated or approved by Franchisor as provided in Section 5D below.

Payments

Must the franchisee use a payment processor or merchant-services provider designated or approved by the franchisor?

Yes

Item 11

We also currently require you to obtain client and employee scheduling software, credit card processing software and gift card software from suppliers we designate.

Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?

Yes

Franchise agreement

Franchisee must make payments by electronic funds transfer (“EFT”) through the customer management system, and Franchisee shall execute and deliver such instruments as are necessary and appropriate to carry out such transfers.

Must the franchisee participate in a gift card program?

Yes

Item 11

We also currently require you to obtain client and employee scheduling software, credit card processing software and gift card software from suppliers we designate.

People

Does the franchisor require minimum staffing levels or specific roles?

Yes

Item 15

The Franchise Agreement requires that your Center for Enlightened Business always be under the direct on-site supervision of you or your manager.

Point of sale

Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?

Yes

Item 8

You must secure and use the computer hardware and software products we designate including for scheduling, daily office processing, internal financial functions, remote meetings, client management, financial planning, relationship management, proposal software, a help desk, workflow and an answering service.

Does the franchisor have independent access to the data in the franchisee's POS or computer system?

Yes

Franchise agreement

Franchisee acknowledges and agrees that Franchisor shall have the right to have independent access to the information on Franchisee’s computer system, including the right to download any information on such system.

Sales and CRM

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

Yes

Franchise agreement

Franchisee shall pay to Franchisor a royalty (“Royalty Fee”) equal to twenty percent (20%) of Gross Revenues.

Training

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

Yes

Franchise agreement

Franchisor may require Franchisee and those of Franchisee’s personnel as Franchisor may designate to attend refresher and additional training courses each year.

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

Yes

Item 11

We may also require you and certain members of your personnel to attend a national business meeting or an annual conference each year for which we will charge a fee of up to $5,000 per attendee to defray our expenses.

The filing answers no to 5 questions
  • Is there a franchisee advisory council, association or committee?Item 11
  • Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?Item 8
  • Must the franchisee participate in a customer-satisfaction or net-promoter survey program?Franchise agreement
  • Is a minimum grand opening advertising spend required?Item 11
  • Must the franchisee participate in a regional advertising cooperative when one exists?Item 11

The vendor opportunity at Enlightened Business Advisory Group

Enlightened Business Advisory Group operates 2 franchised units, with its headquarters in New York. The company-owned unit count is not disclosed in the 2023 FDD. For software vendors, the addressable market is small, but the franchisor’s centralized control structure means a single HQ relationship could unlock all locations. The initial franchise term is 7 years, and renewal conditions include signing the then-current Franchise Agreement, which may have materially different terms.

Who controls software purchasing

The 2023 FDD identifies Matthew Solomon as President and Chief Executive Officer and Michael Celada as Vice President. Frederick Solomon serves as Chief Financial Officer and Secretary. With no operator footprint mapped in our corpus and a mandated tech stack listed in the FDD, software purchasing decisions appear to be made at the corporate level. Vendors should direct their outreach to these named executives.

Mandated and current tech stack

The FDD mandates several categories of software: Client Management Software, a client relations management system, Credit Card Processing Software, financial planning software, gift card software, relationship management software, scheduling software, and an HR platform. Specific vendor names are not disclosed in the available data. This mandated stack suggests the franchisor values operational consistency and centralized data management across its units.

Procurement, renewals, and timing

No Item 8 procurement extract is available, so the designated-supplier versus approved-supplier model remains unknown. Renewal terms require 120 days’ notice, a $2,500 renewal fee, and execution of the then-current Franchise Agreement. Franchisees must also be in full compliance and have not received three or more default notices in any 24-month period. These conditions create natural windows for software evaluation and vendor switching tied to the 7-year renewal cycle.

How to read the Enlightened Business Advisory Group FDD

The 2023 Franchise Disclosure Document is embedded below. Key sections for software vendors include Item 11 (mandated tech), Item 1 (HQ executives), and Item 17 (renewal and transfer conditions). Use these to map the buying center and timing. For a ranked target list of franchise systems matched to your software category, FranCloud can help.

Questions vendors ask

Enlightened Business Advisory Group, answered from the filing

The 2023 FDD lists Matthew Solomon (President and CEO) and Michael Celada (Vice President) as key executives, indicating HQ-level control over purchasing decisions.
The FDD mandates Client Management Software, a client relations management system, credit card processing, financial planning, gift card, relationship management, scheduling software, and an HR platform.
The system has 2 franchised units. Company-owned unit counts are not disclosed in the 2023 FDD.
The FDD does not include an Item 8 extract, so whether suppliers are designated, approved, or open is not publicly disclosed.
With a 7-year initial term and renewal requiring 120 days’ notice, contract windows may align with renewal cycles. Specific timing is not disclosed.
The 2023 FDD was filed with state franchise regulators. You can view it in the embedded PDF viewer below.
Source

Read the filing itself

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Enlightened Business Advisory Group2023 FDDView only

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

Operator footprint

Who runs the locations

1 operators run 1 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.

Operators by units owned

Single-unit1

Related Professional services brands

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