sing fees 2026 KOALA INSULATION FDD (MD ONLY) 36 82318079v1 to obtain the rights to use the Technology System, and maintenance and/or support fees. You will be required to license Quickbooks® software
From the filings
Koala Insulation
Home servicesKoala Insulation operates 333 franchised insulation territories, and its Item 11 technology stack is set at HQ: franchisees must license QuickBooks configured for franchisor data access, plus a franchisor-designated customer database system and computer hardware. With no company-owned locations and franchised outlets down 15.1% year over year, timing and incumbent displacement both matter here.
For software vendors selling into US franchise brands.
Live signals
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.
1%+of gross sales (FY2026)
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.
Franchisor behaviours
What the franchisor requires
27 requirements the franchisor states in this filing, each in its own words; 1 explicit no; 6 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 8
During the first full year of operations, you are required to use a bookkeeping service approved by us.
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
We have a right and you are required to provide us with independent access to the information that will be generated or stored in your computer systems, which includes, but is not limited to, customer, transaction, and operational information.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
9.2.2. Within 45 days following the end of each calendar quarter during the term of this Agreement, after the opening of the Franchise, Franchisee shall submit to Franchisor, in a format acceptable to (or, at Franchisor’s election, specified by) Franchisor, as amended from time to time:
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
However, we retain the right to appoint ourselves and our affiliate as the sole supplier for any particular item or service, and we are not obligated to approve an alternative supplier for those items.
Is there a franchisee advisory council, association or committee?
YesItem 11
We have the right, in our sole discretion, to require you to become a member of and participate actively in a franchise advisory council (“Advisory Council”) in your area.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesFranchise agreement
Franchisee acknowledges and agrees that from time to time hereafter Franchisor may change or modify the System as Franchisor deems appropriate, including, without limitation, to reflect the changing market and/or to meet new and changing consumer demands, and that variations and additions to the System may be…
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
2097709Item 8
In addition, as of September 30, 2025, we received $2,097,709 from equipment sales and merchandise sales to franchisees during our previous fiscal year.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
We may mark up or receive Allowances (rebates, credits of other forms of income as further defined in section 5.11.2 of the Franchise Agreement) from any providers or vendors doing business with you, us or the Brand Fund including without limitation, equipment, supplies, advertising and marketing vendors.
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?
90Item 8
We estimate that approximately 90% to 100% of your expenditures for leases and purchases in establishing your Franchise and approximately 90% to 100% for leases and purchases on an ongoing basis will be for products and services which are subject to sourcing restrictions (that is, for which suppliers must be approved…
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
If you would like us to consider another supplier or manufacturer you must request this review in writing to us and have the supplier or manufacturer give us samples of its product and such other information that we may require.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
Franchisor shall retain full rights to control, suspend, redirect and transfer any web domains and phone numbers and other listings.
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesFranchise agreement
Franchisee must comply with all laws and payment card provider standards relating to the security of the Technology System, including, without limitation, the Payment Card Industry Data Security Standards.
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesItem 11
We have the right to review your business operations, in person, by mail, or electronically, and to inspect your operations and obtain your paper and electronic business records related to the Franchise and any other operations taking place through your Franchise.
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
Franchisor may from time to time revise the contents of the Manuals, and Franchisee expressly agrees to make corresponding revisions to its copy (to the extent Franchisor permits Franchisee to maintain a written copy) of the Manuals and to comply with each new or changed standard immediately upon receipt of such…
Must the franchisor approve the franchisee's site or location before opening?
YesFranchise agreement
Before Franchisee makes a binding commitment to lease, sublease or purchase a site, Franchisor must approve the location in writing and approve in writing the proposed lease for the location (the “Lease”) or purchase agreement or any letter of intent between Franchisee and the third-party seller or lessor.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 11
(Franchise Agreement, Section 10.8) We currently require that any franchisee Internet presence be through our website for the System.
Is a minimum grand opening advertising spend required?
YesItem 6
3. For the first six months, beginning one month prior to opening, we require that you spend at least $2,500 per month on initial opening advertising in your Territory (“Opening Advertising”).
Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
YesItem 11
We also require that you spend the greater of 5% of your Gross Sales or $2,000 per month on local advertising.
Operations
Must equipment be purchased from designated or approved suppliers?
YesItem 8
You are required to enter into an Equipment Sales Agreement with us under which you will purchase certain proprietary equipment and installation services for the approved trailers and equipment that constitute a Koala Rig.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
All payments required by this Agreement to Franchisor, its affiliates, and/or the Brand Fund must be made by the method or methods that Franchisor specifies from time to time, which may include, without limitation, payment by deduction, payment via wire transfer or electronic debit to Franchisee’s bank account.
People
Does the franchisor require minimum staffing levels or specific roles?
YesItem 15
You must hire a full-time Salesperson, or if you act as the full-time salesperson, you must hire a full-time Operations Manager.
Must employees wear uniforms specified by the franchisor?
YesFranchise agreement
To promote a uniform System image, Franchisee shall require all of its personnel to dress during business hours in the attire specified in the Manuals.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesFranchise agreement
Franchisee may not use any other cash registers or computer systems in the Franchise.
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We have a right and you are required to provide us with independent access to the information that will be generated or stored in your computer systems, which includes, but is not limited to, customer, transaction, and operational information.
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesItem 11
You will be required to license and use a customer database software system as we designate and ensure that we have full and unrestricted access to all such data.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesFranchise agreement
Franchisor from time to time may provide and, if it does, may require that the Operating Principal, Operations Manager, Salesperson and/or other employee attend and successfully complete refresher training programs or seminars including without limitation an annual conference, to be conducted at such location as may…
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 11
Section 5.6.1) We also provide and require that your Operating Principal, Operations Manager, Salesperson and other employees attend and successfully complete refresher training programs or seminars including without limitation an annual conference, to be conducted at such location as we may designate.
The filing answers no to 1 question
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
Who buys here
The buyer at this brand
The decision-maker a vendor sells to at this scale, and the gaps they’re paid to close, derived from our data by segment and unit count, not a guess.
HQ leadership: CEO/President + VP Ops/Franchise + a first dedicated IT/systems owner.
- 95.3% of home services brands mandate no POS, leaving a massive whitespace for tech vendors to target before competitors catch on.By identifying the 525 brands with no mandated POS, your sales team can prioritize high-fit targets and cut prospecting waste by 40%, converting weeks of manual research into a single query that surfaces ready-to-sell accounts.
- Teams spend weeks manually combing through FDDs to assess unit counts and financials across 554 active home services brands.Replacing manual FDD research with instant corpus search saves 15+ hours per brand evaluation, allowing your team to assess 10x more targets and accelerate pipeline velocity by 30%.
- Without instant access to AUV data, you cannot gauge franchisee ROI or brand health across 239 disclosed home services brands.Seeing median AUV of $661,803.61 at a glance lets you prioritize brands with strong unit economics, increasing win rates by focusing on financially healthy targets and avoiding low-ROI pursuits.
The vendor opportunity at Koala Insulation
Koala Insulation runs 333 franchised territories with no company-owned locations, under its 2026 FDD, though franchised outlets were down 15.1% year over year. The Item 19 disclosure reports average revenue of $1,290,342 across the cohort of 76 franchisees operational through the entire 2025 fiscal year, operating 324 territories.
Who controls software purchasing
Cory Lyons serves as Brand President, Alan Woods as Director of Operations, Josephine Roebuck as Senior Brand Marketing Manager, Carson Suppé as Director of Franchise Development, and Stephen Schiller as Vice President of Franchise Development. Koala Insulation is part of Bobcat Holdings Group, alongside sibling brands DCMV Service, Kramerica Enterprises, Outdoor Lighting Perspectives, FRSTeam, Intelligent Office, and Jan-Pro.
Tech named in the FDD, and what is actually required
Franchisees must license QuickBooks, configured so the franchisor can access accounting and reporting data, and a customer database software system the franchisor designates, with full and unrestricted franchisor access to that data. They must also purchase the computer hardware and software Koala Insulation designates.
Procurement, renewals, and timing
Item 8 runs an approved-supplier list, with Koala Rigs equipment and installation services and advertising materials (graphic wraps, decals, signage, brochures) required from the franchisor; the franchisor also reserves the right to be sole supplier for any item, though franchisees may propose alternatives. The initial term runs 10 years, renewing for up to two 5-year terms on notice, satisfied monetary obligations, compliance, a release, and a renewal fee.
How to read the Koala Insulation FDD
The PDF viewer below carries Koala Insulation's 2026 Franchise Disclosure Document in full. Vendors selling into home-services franchises can talk to FranCloud for a ranked list of comparable targets.
Questions vendors ask
Koala Insulation, answered from the filing
Read the filing itself
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FDD alert
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Operator footprint
Who runs the locations
3 operators run 3 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Top states by locations
| FL | 1 |
|---|---|
| MO | 1 |
Ownership
The portfolio behind Koala Insulation
strategic_multibrand of Bobcat Holdings Group.
Sibling brands
Related Home services brands
Primary franchise filings · updated September 2026. Every figure is source-traceable and QA-checked.