From the filings

HQ-led decisions

Koala Insulation

Home services

Koala 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

Total units
333
333 franchised
Unit growth YoY
-15.051%
vs prior filing
AUV
$1.29M
Item 19, 2025
Royalty
—
of gross sales
Ad fund
1%
national + local
Initial fee
$50K
per unit
Investment range
$195K–$242K
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. It is a floor, not a total — the filing discloses one of the two headline fees.

1%+of gross sales (FY2026)

Ongoing fees: 1% of gross sales (FY2026)Ad fund 1%. Total 1% of gross sales, from the fees this filing discloses. Drawn against a 15% reference scale.

15% reference

Ad fund 1%

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 11

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

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?

Yes

Item 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?

Yes

Item 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?

Yes

Franchise 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?

Yes

Item 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?

Yes

Item 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?

Yes

Franchise 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?

2097709

Item 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?

Yes

Item 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?

90

Item 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?

Yes

Item 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?

Yes

Franchise 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?

Yes

Franchise 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?

Yes

Item 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?

Yes

Franchise 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?

Yes

Franchise 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?

Yes

Item 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?

Yes

Item 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?

Yes

Item 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?

Yes

Item 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?

Yes

Franchise 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?

Yes

Item 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?

Yes

Franchise 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?

Yes

Franchise 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?

Yes

Item 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?

Yes

Item 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?

Yes

Franchise 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?

Yes

Item 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.

Sales LeaderRegional 100 499

HQ leadership: CEO/President + VP Ops/Franchise + a first dedicated IT/systems owner.

VP SalesHead of SalesCROSales Director
  1. 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.
  2. 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%.
  3. 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

Koala Insulation requires every location to license QuickBooks configured for franchisor data access plus a franchisor-designated customer database, which puts software decisions at HQ. Cory Lyons, Brand President, and Alan Woods, Director of Operations, lead the corporate office that sets those standards.
The filing requires franchisees to license QuickBooks, set up so the franchisor can access accounting and reporting data, plus a franchisor-designated customer database system and the computer hardware and software Koala Insulation specifies.
Koala Insulation runs 333 franchised territories with no company-owned locations, as of the 2026 FDD, though franchised outlets were down 15.1% year over year.
Item 8 runs an approved-supplier list: Koala Rigs equipment and installation services, plus advertising materials like graphic wraps and signage, must come from the franchisor. The franchisor also reserves the right to be sole supplier for any item, though franchisees may propose alternatives for approval.
The initial term runs 10 years, with two 5-year renewal terms. Renewal requires notice, updating the Koala Rig and location, satisfied monetary obligations, compliance, a release, and signing the then-current agreement plus a renewal fee.
The embedded PDF viewer below holds Koala Insulation's 2026 Franchise Disclosure Document in full, covering the Item 11 technology mandates and Item 8 supplier rules described above.
Source

Read the filing itself

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Koala Insulation2026 FDDView only

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

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

Single-unit3

Top states by locations

FL1
MO1

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.