software meeting our minimum specifications, including any proprietary or customized software that we may develop or have developed on our behalf. Currently, we require you to use QuickBooks for accou
From the filings
OBT
Health servicesOBT operates 7 health-services locations, 6 franchised and 1 company-owned, growing 20% year over year. The 2025 FDD mandates QuickBooks under two separate items, a clear headquarters-level software decision. This is a small but growing system with a confirmed financial-software mandate already in place.
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.
6.5%+of gross sales (FY2025)
15% reference
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.
ications). The cost of the mobile phone and service is not included in the Computer System estimate. You must use the software and programs that we designate and approve including QuickBooks Online (s
Franchisor behaviours
What the franchisor requires
27 requirements the franchisor states in this filing, each in its own words; 4 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?
YesItem 11
You must use the software and programs that we designate and approve including QuickBooks Online (set up with our Standard Chart of Accounts), an accounting software program with currently estimated costs of $75 per month.
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
We (or our designee) have the right to independently access the electronic information and data relating to your Franchised Business and to collect and use your electronic information and data in any manner, including to promote the System and the sale of OBT Businesses.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
Franchisee shall, at its expense, provide to OBT, in a format specified by OBT, such financial and operating reports that OBT prescribes.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesFranchise agreement
OBT may designate itself or its affiliate as the only supplier, or one of a limited number of suppliers, for any services or products.
Is there a franchisee advisory council, association or committee?
YesItem 11
We have an Advisory Council (currently “Founders Circle Advisory Council”) made up of up to five franchisees and one member from our corporate office who serves as a liaison to these meetings.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 11
We may make changes to the types, nature, and ultimate vendor of technology systems, services, platforms, and software we require you to obtain or access through us.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
In the year ending June 30, 2025, our total revenue was $494,203 and we received $0 in revenue from required purchases by Franchisees, which was 0% of our total revenue.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
We and our affiliates may earn revenue or rebates from your purchase of required services or products.
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?
20Item 8
We estimate that the costs of your purchases from designated or approved sources, or according to our standards and specifications, will range from 20% to 30% of the total cost of establishing your Franchised Business and approximately 20% to 30% of the total cost of operating your Franchised Business after that time.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
If you want to buy any unapproved services or products or purchase approved services or products from an unapproved supplier, you first must submit to us a written request for our approval.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
Franchisee shall cease use of, and if OBT requests shall transfer to OBT, all telephone numbers, customer lists, and any domain names, websites, e-mail addresses, and any other identifiers, whether or not authorized by OBT, used by OBT while operating the Franchised Business
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesFranchise agreement
Franchisee must comply with the Payment Card Industry Data Security Standards (“PCI DSS”) as they may be revised and modified by the Payment Card Industry Security Standards Council (see www.pcisecuritystandards.org), or such successor or replacement organization and/or in accordance with other standards as OBT may…
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
OBT or its designee shall have the right at all reasonable times to examine, copy, and/or personally review or audit, at OBT’s expense, all books, records, and sales and income tax returns of Franchisee.
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
OBT may from time to time revise the contents of the Manuals, and Franchisee expressly agrees to make corresponding revisions to its copy of the Manuals and to comply with each new or changed standard immediately upon receipt of
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 11
Unless you obtain our prior written consent, you are prohibited from establishing or maintaining a separate website or otherwise maintaining another presence on the Internet through any social networking site in connection with the operation of the Franchise Business.
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
You must spend no less than $1,000 per month on Local Marketing and Engagement (defined below) within the Territory.
Must the franchisee participate in a regional advertising cooperative when one exists?
YesItem 11
If a Regional Cooperative for your area is established before you begin to operate the Franchised Business, then when you open the Franchised Business, you must immediately join that Regional Cooperative.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
You must purchase the services and products we designate only from approved suppliers.
Must equipment be purchased from designated or approved suppliers?
YesItem 8
You must purchase the services and products we designate only from approved suppliers.
Payments
Must the franchisee use a payment processor or merchant-services provider designated or approved by the franchisor?
YesFranchise agreement
At all times, Franchisee must maintain credit-card relationships with the credit- and debit-card issuers or sponsors, check or credit verification services, financial-center services, and electronic-funds-transfer systems that OBT designates as mandatory, and Franchisee must not use any such services or providers…
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
For all ongoing fees required hereunder, Franchisee shall execute a form of electronic funds transfer (“EFT”) authorization (in the form attached as Exhibit B to this Agreement or such other form that OBT designates) for direct debits from Franchisee’s business bank operating account.
People
Does the franchisor require minimum staffing levels or specific roles?
YesFranchise agreement
Franchisee agrees to maintain a competent, conscientious, trained staff in numbers sufficient to promptly service clients and customers, including at least one (1) manager on duty at all times
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesItem 11
You agree to record all sales on computer-based accounting programs or similar client management systems that we have the right to designate or approve (“Customer Relationship Management”).
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We (or our designee) have the right to independently access the electronic information and data relating to your Franchised Business and to collect and use your electronic information and data in any manner, including to promote the System and the sale of OBT Businesses.
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesItem 11
You must use the software and programs that we designate and approve including QuickBooks Online (set up with our Standard Chart of Accounts), an accounting software program with currently estimated costs of $75 per month.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
If you require or request additional training for services or ancillary services or consulting services outside the scope of our training program, we may charge additional fees for such training or consulting services.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 11
You and other individuals we designate must attend an annual convention or franchise conference if we choose to host one.
The filing answers no to 4 questions
- Does the franchisor charge a fee to evaluate a proposed supplier?Item 8
- Must the franchisee participate in a customer-satisfaction or net-promoter survey program?Franchise agreement
- Must the franchisor approve the franchisee's site or location before opening?Item 11
- Is a minimum grand opening advertising spend required?Franchise agreement
The vendor opportunity at OBT
OBT is a 7-unit health-services franchise headquartered in Virginia, with 6 locations franchised and 1 company-owned as of its 2025 FDD. The filing makes a financial performance representation, reports an AUV of $129,917 against a 6.5% royalty, and shows 20% unit growth year over year over a 10-year initial term.
Who controls software purchasing
Item 2 names Co-Founder and CEO David Greenwood and Co-Founder and President Laura Greenwood. OBT mandates QuickBooks under both Item 8 and Item 11 — a clear headquarters-level software decision that applies across the system regardless of franchise ownership.
Tech named in the FDD, and what is actually required
Item 8 mandates QuickBooks for financial recordkeeping, and Item 11 mandates QuickBooks Online for accounting — both are contractual requirements, named separately in two parts of the filing.
Procurement, renewals, and timing
Item 8 runs an approved-supplier list: franchisees must buy franchisor-designated products and services only from approved suppliers, with room to propose alternatives for approval. The single Item 17 renewal option runs 10 years, gated on 12-to-18 months' notice, a then-current agreement that may raise fees, full payment of monetary obligations, and a renewal fee.
How to read the OBT FDD
The 2025 FDD was filed with state franchise regulators. Use the embedded PDF viewer below to review Items 2, 8, 11, 17 and 19 directly. Talk to FranCloud for a ranked list of similar targets.
Questions vendors ask
OBT, answered from the filing
Read the filing itself
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FDD alert
Tell me when this brand refiles.
We’ll email you the moment OBT files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
15 operators run 15 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Top states by locations
| FL | 3 |
|---|---|
| MD | 2 |
| TX | 2 |
| VA | 2 |
| TN | 1 |
Related Health services brands
Primary franchise filings · updated September 2026. Every figure is source-traceable and QA-checked.