From the filings

+50% units YoYHQ-led decisions

Hudson Valley Swim

Youth services

Software purchasing control at Hudson Valley Swim appears centralized at the franchisor level, with Jeffrey G. Gartner listed as the agent for service of process in the 2025 FDD. The system currently mandates iClass Pro for registration and class management and Intuit QuickBooks for accounting. The addressable market is small but growing rapidly, with 13 total units and 50% year-over-year unit growth.

For software vendors selling into US franchise brands.

Live signals

Total units
13
6 franchised
Unit growth YoY
+50%
vs prior filing
AUV
$209K
Item 19, 2025
Royalty
6%
of gross sales
Ad fund
2%
national + local
Initial fee
$60K
per unit
Investment range
$94K–$122K
all-in, Item 7
Procurement
Approved supplier
from the filing
Non-compete
2 years
from the filing
Item 19
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 (FY2025)

Ongoing fees: 8% of gross sales (FY2025)Royalty 6%, Ad fund 2%. Total 8% of gross sales. Drawn against a 15% reference scale.

15% reference

Royalty 6%Ad fund 2%

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.

iClassProiClassPro
Mandatory
Industry softwareItem 11

the iClass Pro system or any other system we designate. You must store all data and information in the Computer System that we designa

QuickBooksIntuit
Mandatory
AccountingItem 11

are: (a) an office printer and a laptop computer; and (b) iClass Pro Customer Registration and Class Management System (or any designated system that we choose), Microsoft Office, Intuit QuickBooks an

Franchisor behaviours

What the franchisor requires

28 requirements the franchisor states in this filing, each in its own words; 3 explicit no's; 3 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?

Yes

Item 11

You must record all Gross Sales using the iClass Pro system or any other system we designate.

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

Yes

Item 11

You will grant us (or our designee) access to, and we (or our designee) will have the right to independently access the electronic information and data relating to your Hudson Valley Swim Business and to collect and use your electronic information and data in any manner, including to promote the System and the sale…

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

Yes

Franchise agreement

You will deliver a balance sheet, profit and loss statement, statement of cash flows and explanatory footnotes prepared under generally accepted accounting principles applied on a consistent basis (“Financial Statements”) to us within the time period required by the Franchise Operations Manual.

How the franchisor buys

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

Yes

Item 8

We are currently the only approved supplier of the Marketing Startup Package and Facility Equipment Startup Package.

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

Yes

Item 11

We reserve the right to upgrade, modify and add new systems and software, which may result in additional initial and ongoing expenses that you will be responsible for.

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

3185

Item 8

During our last fiscal year ending December 31, 2024, we derived $3,185.00 in revenue from franchisee’s required purchases or leases.

Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?

Yes

Item 8

We and our affiliates may receive rebates from some suppliers based on your purchase of products and services and we have no obligation to pass them on to our franchisees or use them in any particular manner.

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?

10

Item 8

We estimate that approximately 75% of purchases required to open your Hudson Valley Swim Business and 10% of purchases required to operate your Hudson Valley Swim Business will be from us or from other approved suppliers or under our specifications.

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

Yes

Item 8

We reserve the right to charge a fee, estimated to be approximately $100 to $500, to evaluate the proposed product, service or supplier.

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

Yes

Item 8

If you want to use or sell a product or service that we have not yet evaluated, or if you want to purchase or lease a product or service from a supplier or provider that we have not yet approved (for products and services that require supplier approval), you must notify us and submit to us the information…

Communications

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

Yes

Franchise agreement

Immediately stop using all telephone numbers, advertisements, domain names and social media accounts associated with the HV Swim Business.

Data and IT

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

Yes

Franchise agreement

You agree to comply with the then-current Payment Card Industry Data Security Standards as those standards may be revised and modified by the PCI Security Standards Council, LLC, or any successor organization or standards we may reasonably specify.

Franchise management

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

Yes

Franchise agreement

To ensure compliance with this Franchise Agreement, we or our representatives will have the right to enter your Pools, evaluate your HV Swim Business operations, and inspect or examine your books, records, accounts and tax returns.

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

Yes

Franchise agreement

We can modify the Franchise Operations Manual at any time.

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

Yes

Item 11

Your Hudson Valley Swim Business may not provide swim lessons from any location other than a Pool that we approve within your Territory.

Marketing

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

Yes

Franchise agreement

You may not maintain a separate website, conduct e-commerce, or otherwise maintain a presence on the Internet in connection with your HV Swim Business without our express written permission, which we may revoke at any time, in our sole discretion.

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

In addition to the Brand Fund Contributions, you must spend $3,000 per month per Pool on local advertising for your Hudson Valley Swim Business (“Local Advertising Requirement”) beginning one month before you open your Hudson Valley Swim Business.

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

Yes

Franchise agreement

You agree to participate in our gift card and loyalty programs, if any, and agree to make gift cards and loyalty programs available for purchase and redemption at your HV Swim Business subject to the policies and procedures in the Franchise Operations Manual.

Must the franchisee participate in a regional advertising cooperative when one exists?

Yes

Franchise agreement

You must participate in any advertising cooperative that we require for the purpose of creating and/or purchasing advertising programs for the benefit of all franchisees operating within a particular region.

Operations

Must equipment be purchased from designated or approved suppliers?

Yes

Item 8

You must purchase, install, maintain in sufficient supply and use fixtures, furnishings, equipment, signs and supplies that conform to the standards and specifications described in the Franchise Operations Manual or otherwise in writing.

Payments

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

Yes

Franchise agreement

You agree to maintain, at all times, credit card relationships with the credit and debit card issuers or sponsors, check or credit verification services, financial center services, payment providers, merchant service providers, loyalty and gift cards, and electronic fund transfer systems (together, “Payment Vendors”)…

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

Yes

Franchise agreement

You must complete our automated clearing house (ACH) authorization form allowing us to electronically debit a bank account you designate (“Franchise Account”) for: (i) all fees payable to us under this Franchise Agreement (other than the Initial Franchise Fee); and (ii) any other amounts you owe to us or any of our…

Must the franchisee participate in a gift card program?

Yes

Franchise agreement

You agree to participate in our gift card and loyalty programs, if any, and agree to make gift cards and loyalty programs available for purchase and redemption at your HV Swim Business subject to the policies and procedures in the Franchise Operations Manual.

Point of sale

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

Yes

Franchise agreement

You must utilize the technology, including software, computer hardware and components, point of sale system, cash register(s), communication equipment, and other related accessories or peripheral equipment (collectively, “Technology”) that we require.

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

Yes

Item 11

You will grant us (or our designee) access to, and we (or our designee) will have the right to independently access the electronic information and data relating to your Hudson Valley Swim Business and to collect and use your electronic information and data in any manner, including to promote the System and the sale…

Sales and CRM

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

Yes

Item 11

You must record all Gross Sales using the iClass Pro system or any other system we designate.

Training

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

Yes

Item 6

We may charge training and $300 per you for training additional persons, newly attendee per day for hired personnel, refresher training courses, additional training, up to remedial training, advanced training five days of additional courses, and additional or special training) assistance or training you need or…

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

Yes

Item 11

In addition to participating in ongoing training, you will be required to attend any national or regional meeting or conference of franchisees.

The filing answers no to 3 questions
  • Is there a franchisee advisory council, association or committee?Item 11
  • 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

The vendor opportunity at Hudson Valley Swim

Hudson Valley Swim operates a compact but fast-growing network of 13 locations, split between 7 company-owned and 6 franchised units. The system reported 50% year-over-year unit growth in its 2025 FDD, signaling an expanding footprint that may require new technology deployments. Average unit volume sits at $208,683, with a 6.0% royalty rate and a 10-year initial franchise term. For software vendors, the total addressable market is limited to these 13 units, but the growth trajectory suggests incremental opportunities as new locations open.

Who controls software purchasing

The 2025 FDD identifies Jeffrey G. Gartner as the agent for service of process, indicating centralized control at the franchisor level. No additional executives, IT leadership, or buying committee members are disclosed in the filing. Vendors should assume that technology decisions are made at HQ, with mandates flowing down to both company-owned and franchised locations. The absence of a named CIO or VP of Technology means initial outreach should be directed to the corporate office.

Mandated and current tech stack

Hudson Valley Swim mandates two specific technology systems across its network. iClass Pro serves as the customer registration and class management platform, handling scheduling and client-facing operations. Intuit QuickBooks is the required accounting software. These mandates are explicit in the FDD, leaving little room for franchisee-level substitution. No point-of-sale system, payroll provider, or marketing automation tool is named, which may represent adjacent opportunities if the franchisor is open to expanding its tech stack.

Procurement, renewals, and timing

The FDD does not include an Item 8 extract describing a designated or approved supplier model. Without this disclosure, the procurement framework remains unknown—vendors should clarify during discovery whether the franchisor maintains a formal vendor approval process or operates on an ad-hoc basis. Contract timing is shaped by the 10-year initial term and the option for one additional 10-year successor term, provided the franchisee is in good standing. The successor agreement may include materially different terms, including higher royalty and advertising contributions. While renewal-driven software evaluations may be rare, the system's 50% unit growth rate suggests that new-location implementations could create more frequent sales cycles.

How to read the Hudson Valley Swim FDD

The 2025 Hudson Valley Swim Franchise Disclosure Document is embedded below for full reference. Key sections for software vendors include Item 11 (mandated systems), Item 8 (procurement restrictions), and Item 17 (renewal and transfer conditions). The filing confirms a small, youth-services brand with centralized purchasing and specific operational software requirements. For a ranked target list of franchise systems matched to your software category, FranCloud can help you prioritize outreach based on tech mandates, growth rates, and decision-maker signals.

Questions vendors ask

Hudson Valley Swim, answered from the filing

The 2025 FDD lists Jeffrey G. Gartner as the agent for service of process, suggesting centralized purchasing control. No other buying center roles are disclosed.
The FDD mandates iClass Pro for customer registration and class management, and Intuit QuickBooks for accounting. No POS system is specifically named.
There are 13 total units: 7 company-owned and 6 franchised. This represents a small, youth-services footprint with 50% year-over-year unit growth.
The procurement model is not disclosed in the most recent FDD. Item 8 contains no extract regarding designated or approved suppliers.
With a 10-year initial term and one 10-year successor term available, contract renewal cycles are infrequent. Rapid 50% unit growth may create new-location implementation opportunities sooner.
The 2025 FDD was filed with state franchise regulators. You can review the embedded PDF viewer below for full details on tech mandates and contractual terms.
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.

Hudson Valley Swim2025 FDDView only

Loading filing…

View only A one-time purchase: the original filing, yours to keep.

FDD alert

Tell me when this brand refiles.

We’ll email you the moment Hudson Valley Swim files a new annual FDD, usually the freshest signal of a vendor change.

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

Operator footprint

Who runs the locations

6 operators run 6 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.

Operators by units owned

Single-unit6

Top states by locations

FL2
MD1
WI1
CT1

Related Youth services brands

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