30 Cooperative advertising or other special marketing programs may include select paid media or other advertising as a flat fee or minimum percentage of revenue. These cooperative or special marketing programs may vary in duration, apply on a local, regional, national, or international basis, or involve clusters or groups of franchisees utilizing services on a shared basis. Examples include sales and marketing programs and customer satisfaction programs. Programs may be optional for franchisees or we may require participation. If we establish franchisor-owned businesses, then they will be required to contribute or participate on the same basis as the franchisees. If we establish any cooperative advertising or other special marketing programs, your contribution along with those from other franchisees will be determined at that time based on factors we deem appropriate. To be consistent with market standards, we would look to limit total annual contributions to no more than 1% of average gross session revenues. While franchisees may not have rights to vote on these matters, if we do decide to implement any of these programs, our standard practice is to consult with our community leaders, coaches and Expert EOS Implementers, and we may even form an advisory council to support us in doing so. At this time, there are no documents governing these types of marketing programs, if and when established, we will make such governing documents available for review upon written request. Social Media and Internet Advertising You may wish to use Social Media Platforms (i.e., web-based platforms such as Facebook, X (formerly Twitter), LinkedIn or Instagram and other networking and sharing sites) or use Social Media Materials (i.e., any material on any Social Media Platform that makes use of our Intellectual Property, Marks, name, brand, products or your Franchised Business whether created by us, you or a third-party). You are required to comply with the restrictions and requirements described below in this Item 11 under “Websites” and any other Franchise System Standards described in the Franchise Agreement, the Operations Manual, or otherwise in writing. You must abide by all official EOS Worldwide brand guidelines and best practices, including the designation of your status as a franchisee. You must comply with the quality considerations and requirements for your official online profile as outlined in Section 8.2 of the Franchise Agreement.
From the filings
EOS Worldwide Franchising
Professional servicesEOS Worldwide Franchising's franchise agreement keeps core software close to HQ: Item 11 requires franchisees to use EOS One and Practice Management, EOS's own CRM run through affiliate EOS OpCo. The system spans 738 locations, all franchised, with franchised outlets up 0.82% year over year.
For software vendors selling into US franchise brands.
Live signals
Ordinary royalty terms
Complete royalty terms unconfirmed
Complete royalty terms are not confirmed for the selected filing.
Recorded percentage components
These are recorded percentage components. Each has its own base and conditions; the chart does not state the total payment or confirm ad-fund completeness.
1recorded components (FY2026)
15% reference
Mandated & recommended tech
The systems vendors compete with
Systems named in Item 11 of this filing. None is recorded as mandated here, which is not the same as the filing mandating nothing. Read Item 11 before treating the category as open.
30 Cooperative advertising or other special marketing programs may include select paid media or other advertising as a flat fee or minimum percentage of revenue. These cooperative or special marketing programs may vary in duration, apply on a local, regional, national, or international basis, or involve clusters or groups of franchisees utilizing services on a shared basis. Examples include sales and marketing programs and customer satisfaction programs. Programs may be optional for franchisees or we may require participation. If we establish franchisor-owned businesses, then they will be required to contribute or participate on the same basis as the franchisees. If we establish any cooperative advertising or other special marketing programs, your contribution along with those from other franchisees will be determined at that time based on factors we deem appropriate. To be consistent with market standards, we would look to limit total annual contributions to no more than 1% of average gross session revenues. While franchisees may not have rights to vote on these matters, if we do decide to implement any of these programs, our standard practice is to consult with our community leaders, coaches and Expert EOS Implementers, and we may even form an advisory council to support us in doing so. At this time, there are no documents governing these types of marketing programs, if and when established, we will make such governing documents available for review upon written request. Social Media and Internet Advertising You may wish to use Social Media Platforms (i.e., web-based platforms such as Facebook, X (formerly Twitter), LinkedIn or Instagram and other networking and sharing sites) or use Social Media Materials (i.e., any material on any Social Media Platform that makes use of our Intellectual Property, Marks, name, brand, products or your Franchised Business whether created by us, you or a third-party). You are required to comply with the restrictions and requirements described below in this Item 11 under “Websites” and any other Franchise System Standards described in the Franchise Agreement, the Operations Manual, or otherwise in writing. You must abide by all official EOS Worldwide brand guidelines and best practices, including the designation of your status as a franchisee. You must comply with the quality considerations and requirements for your official online profile as outlined in Section 8.2 of the Franchise Agreement.
30 Cooperative advertising or other special marketing programs may include select paid media or other advertising as a flat fee or minimum percentage of revenue. These cooperative or special marketing programs may vary in duration, apply on a local, regional, national, or international basis, or involve clusters or groups of franchisees utilizing services on a shared basis. Examples include sales and marketing programs and customer satisfaction programs. Programs may be optional for franchisees or we may require participation. If we establish franchisor-owned businesses, then they will be required to contribute or participate on the same basis as the franchisees. If we establish any cooperative advertising or other special marketing programs, your contribution along with those from other franchisees will be determined at that time based on factors we deem appropriate. To be consistent with market standards, we would look to limit total annual contributions to no more than 1% of average gross session revenues. While franchisees may not have rights to vote on these matters, if we do decide to implement any of these programs, our standard practice is to consult with our community leaders, coaches and Expert EOS Implementers, and we may even form an advisory council to support us in doing so. At this time, there are no documents governing these types of marketing programs, if and when established, we will make such governing documents available for review upon written request. Social Media and Internet Advertising You may wish to use Social Media Platforms (i.e., web-based platforms such as Facebook, X (formerly Twitter), LinkedIn or Instagram and other networking and sharing sites) or use Social Media Materials (i.e., any material on any Social Media Platform that makes use of our Intellectual Property, Marks, name, brand, products or your Franchised Business whether created by us, you or a third-party). You are required to comply with the restrictions and requirements described below in this Item 11 under “Websites” and any other Franchise System Standards described in the Franchise Agreement, the Operations Manual, or otherwise in writing. You must abide by all official EOS Worldwide brand guidelines and best practices, including the designation of your status as a franchisee. You must comply with the quality considerations and requirements for your official online profile as outlined in Section 8.2 of the Franchise Agreement.
30 Cooperative advertising or other special marketing programs may include select paid media or other advertising as a flat fee or minimum percentage of revenue. These cooperative or special marketing programs may vary in duration, apply on a local, regional, national, or international basis, or involve clusters or groups of franchisees utilizing services on a shared basis. Examples include sales and marketing programs and customer satisfaction programs. Programs may be optional for franchisees or we may require participation. If we establish franchisor-owned businesses, then they will be required to contribute or participate on the same basis as the franchisees. If we establish any cooperative advertising or other special marketing programs, your contribution along with those from other franchisees will be determined at that time based on factors we deem appropriate. To be consistent with market standards, we would look to limit total annual contributions to no more than 1% of average gross session revenues. While franchisees may not have rights to vote on these matters, if we do decide to implement any of these programs, our standard practice is to consult with our community leaders, coaches and Expert EOS Implementers, and we may even form an advisory council to support us in doing so. At this time, there are no documents governing these types of marketing programs, if and when established, we will make such governing documents available for review upon written request. Social Media and Internet Advertising You may wish to use Social Media Platforms (i.e., web-based platforms such as Facebook, X (formerly Twitter), LinkedIn or Instagram and other networking and sharing sites) or use Social Media Materials (i.e., any material on any Social Media Platform that makes use of our Intellectual Property, Marks, name, brand, products or your Franchised Business whether created by us, you or a third-party). You are required to comply with the restrictions and requirements described below in this Item 11 under “Websites” and any other Franchise System Standards described in the Franchise Agreement, the Operations Manual, or otherwise in writing. You must abide by all official EOS Worldwide brand guidelines and best practices, including the designation of your status as a franchisee. You must comply with the quality considerations and requirements for your official online profile as outlined in Section 8.2 of the Franchise Agreement.
Franchisor behaviours
What the franchisor requires
16 requirements the franchisor states in this filing, each in its own words; 8 explicit no's; 10 questions the text does not settle, which is not a no.
Accounting
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
We will not have access to your hardware, but we will have independent access to certain software systems you are required to use, such as EOS One, Practice Management (our CRM) and e-mail system.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesFranchise agreement
We reserve the right to: (i) designate Approved Suppliers for any other products, services, branded items, signs, supplies, fixtures, inventory, tools and other services, assets, products, or materials utilized by you to operate your Franchise, which we may change, alter, or amend from time to time subject to…
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 11
You further acknowledge and agree that we reserve the right to change our Approved Suppliers, including any 33 software suppliers, at any time and in our sole discretion.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
2835074Item 8
In 2025, EOS Worldwide, as the franchisor, derived revenues from sales of required purchases by franchisees of $2,835,074
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?
3Item 8
We estimate that the costs of your purchases from Approved Suppliers, or according to our Franchise System Standards, may range from 3% to 10% of the total cost of establishing your Franchised Business and approximately 3% to 15% of the total cost of operating your Franchised Business after that time.
Can a franchisee propose a new supplier for the franchisor's approval?
YesFranchise agreement
If you propose to substitute any Approved Suppliers or any Materials, Products or Services, you must notify us in writing and submit sufficient information, samples, and specifications to allow us to determine if the supplier and/or supplies meet our approved criteria.
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesFranchise agreement
If you accept credit card payments, you are required to maintain your credit card processing hardware and software in compliance with the Payment Card Industry (“PCI”) Data Security Standard.
Franchise management
Must the franchisee participate in a customer-satisfaction or net-promoter survey program?
YesFranchise agreement
You will participate in the Client Satisfaction Program to the fullest extent permitted by applicable law.
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
We have the right at any time during your business hours, and upon forty-eight (48) hours prior notice to you, to inspect and audit, or cause to be inspected and audited, your business, bookkeeping, accounting and invoicing records, sales and income tax records and returns, online bank accounts, online credit card…
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 11
We reserve the right to revise or modify the Operations Manual to reflect new Franchise System Standards.
Marketing
Must the franchisee participate in a customer loyalty or rewards program?
YesItem 8
You must institute and honor all EOS network satisfaction, loyalty and promotional programs that we require on the terms associated with such network programs, as specified in the Operations Manual, and verify your compliance with all such programs in writing at our request.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
you must purchase those goods and services we require from Approved Suppliers or other designated sources to be in compliance with your Franchise Agreement, which may be us or our affiliates.
Must equipment be purchased from designated or approved suppliers?
YesItem 8
you must purchase those goods and services we require from Approved Suppliers or other designated sources to be in compliance with your Franchise Agreement
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
For ACH or similar payments using your bank account, you shall maintain an account at a national banking institution reasonably acceptable to us, allowing us to electronically withdraw applicable fees due to us or our affiliates from the account, and
Point of sale
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We will not have access to your hardware, but we will have independent access to certain software systems you are required to use, such as EOS One, Practice Management (our CRM) and e-mail system.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesFranchise agreement
Upon your request and subject to availability, we may provide you with additional, refresher, continuing, supplemental, specialized, focused or subject-matter specific training in addition to Boot Camp, or such additional training may be required upon renewal or transfer of this Agreement (“Additional Training”).
The filing answers no to 8 questions
- Is there a franchisee advisory council, association or committee?Franchise agreement
- Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?Item 8
- Does the franchisor charge a fee to evaluate a proposed supplier?Item 8
- Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?Item 11
- Is a minimum grand opening advertising spend required?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?Franchise agreement
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
- Is attendance at an annual convention or conference mandatory for the franchisee?Item 6
The vendor opportunity at EOS Worldwide Franchising
EOS Worldwide Franchising operates 738 locations, all franchised, under holding entity EOS HoldCo, with franchised outlets up 0.82% year over year. The Item 19 figure is $392,658, for the cohort of operational franchisees who completed Boot Camp training more than 12 months before the Reporting Period began, excluding semi-retired Emeritus and Legacy franchisees. Mapped franchise operators are entirely single-unit today, concentrated in Texas, New Jersey, Utah, New York, and Arizona.
Who controls software purchasing
EOS Worldwide's corporate office controls the core software stack. Its affiliate, EOS OpCo, provides EOS One, including Practice Management and Practice Management+, and EOS reserves the right to change its approved software suppliers at any time. CEO and Visionary Mark O'Donnell and President and Integrator Kelly Knight lead the company, alongside Finance Leader/CFO Benjamin Ertischek and Legal, Franchise Operations, and IP Leader Jennifer Yruegas.
Tech named in the FDD, and what is actually required
Franchisees must purchase or lease the Computer System hardware and software EOS specifies, capable of running the current version of Chrome, Edge, Safari, or Firefox, and must have that system able to submit reports to EOS through its cloud-based software. Franchisees are required to use EOS One, Practice Management (EOS's CRM), and an e-mail system, and may buy their Computer System from any supplier unless EOS designates a specific Approved Supplier. The FDD also names Facebook, Instagram, LinkedIn, and Twitter (X) in Item 11.
Procurement, renewals, and timing
Item 8 runs on an approved-supplier list: Leadership Team Manuals, certain designated EOS-branded session materials, business cards, and other bound materials used in client sessions must come from EOS or its affiliates, and franchisees may propose a supplier for approval. The initial term runs 5 years, with up to two additional 3-year renewal terms for franchisees in good standing who complete required maintenance and upgrades and sign the then-current Franchise Agreement. Franchised outlets grew 0.82% year over year.
How to read the EOS Worldwide Franchising FDD
The embedded viewer below carries EOS Worldwide Franchising's 2026 Franchise Disclosure Document in full, including the Item 11 technology and Item 8 supplier-restriction language summarized above.
Talk to FranCloud for a ranked list of franchise systems like EOS Worldwide where the technology mandate lines up with your product.
Ordinary royalty terms
Complete royalty terms are not confirmed.
Questions vendors ask
EOS Worldwide Franchising, answered from the filing
Read the filing itself
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Operator footprint
Who runs the locations
65 operators run 65 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Top states by locations
| TX | 11 |
|---|---|
| NJ | 4 |
| UT | 4 |
| NY | 4 |
| AZ | 3 |
Ownership
The portfolio behind EOS Worldwide Franchising
Parent company: EOS HoldCo, LLC.
Related Professional services brands
Primary franchise filings · updated September 2026. Read the original filing for definitions, conditions, and qualifications.