Client Management Software
Mandatoryclient management
HQ-led decisions
Enlightened Business Advisory Group
Professional servicesSoftware 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.
Mandated & recommended tech
The systems vendors compete with
7 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.
client relations management system
Mandatorysetting up a client relations management system
Credit Card Processing Software
Mandatorycredit card processing software
financial planning software
Mandatoryfinancial planning
gift card software
Mandatorygift card software
relationship management software
Mandatoryrelationship management
scheduling software
Mandatoryrequire you to obtain client and employee scheduling software
HR platform
We may recommend an HR platform
Live signals
Total units
2
2 franchised
Unit growth YoY
—
vs prior filing
AUV
—
Item 19, 2023
Royalty
—
of gross sales
Ad fund
—
national + local
Initial fee
$100K
per unit
Investment range
$267K–$454K
all-in, Item 7
Procurement
Approved supplier
from the filing
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
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Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.