MedalliaMedallia
Mandatoryre you to participate in, a program provided by a third-party vendor. This program must be implemented within 30 days after the opening of a new or Conversion Location. Currently, Medallia is the only
From the filings
HQ-led decisions
Palm Beach Tan & Wellness
Personal servicesPalm Beach Tan & Wellness's headquarters, not individual salons, directs software purchasing: franchisees must license the SunLync POS software and use the company for electronic fund processing, both mandated in Item 8. The system spans 634 units, 324 of them franchised, generating a $524,160 average for the Item 19 cohort.
For software vendors selling into US franchise brands.
Live signals
Total units
634
324 franchised
Unit growth YoY
-18.388%
vs prior filing
AUV
$524K
Item 19, 2025
Royalty
4%
of gross sales
Ad fund
2%
national + local
Initial fee
$30K
per unit
Investment range
$755K–$1.26M
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.
6%of gross sales (FY2026)
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.
SunLyncSunLync
Mandatoryproved suppliers in respect of your purchases. However, neither we nor our affiliates are currently approved or designated suppliers of any item, except for the computer hardware, SunLync Software lic
Franchisor behaviours
What the franchisor requires
24 requirements the franchisor states in this filing, each in its own words; 2 explicit no's; 8 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 have the right to access and use the information stored on your computer in any manner we deem appropriate.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
Franchisee shall, at Franchisee's expense, submit to Franchisor, in the form prescribed by Franchisor, Franchisee's monthly and year-to-date balance sheet and profit and loss statement (which may be unaudited) within thirty (30) days after the end of each calendar quarter during the term hereof.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
However, neither we nor our affiliates are currently approved or designated suppliers of any item, except for the computer hardware, SunLync Software license, PC configuration services, EFT services and Digital Support Services, as discussed above.
Is there a franchisee advisory council, association or committee?
YesItem 11
We sponsor a Franchisee Advisory Council that meets periodically with us to discuss and make recommendations concerning certain operational and marketing strategies.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
We may modify or terminate the program, change the vendor, or replace the program at any time.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
615198Item 8
In our year ending December 31, 2025, our revenue (exclusive of pass-through costs paid to third parties) from the sale of all products and services to our franchisees was approximately $615,198or 3.4% of our total revenue of $18,082,394.
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?
75Item 8
We estimate that the purchases described above under the Franchise Agreement will represent approximately 55% of all the purchases necessary to establish your Location and approximately 75% of all the purchases necessary to operate your Location.
Does the franchisor charge a fee to evaluate a proposed supplier?
YesFranchise agreement
Franchisee or the supplier may be required to pay a charge, not to exceed the reasonable cost of the inspection and the actual cost of the test.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
If we require that an item be purchased from an approved supplier, and you wish to purchase it from a supplier we have not approved, you must submit a written request to us for approval.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
At Franchisor’s option, assign to Franchisor all rights to the telephone numbers of the Palm Beach Tan Location and any related Yellow Pages trademark or other business listings and execute all forms and documents required by Franchisor and any telephone company at any time to transfer such service and numbers to…
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesFranchise agreement
Franchisee agrees that it will cause its Palm Beach Tan Location to meet or exceed, at all times, all applicable security standards developed by the Payment Card Industry Data Security Standards (“PCI DSS”) council, or its successor, and other regulations and industry standards applicable to the protection of…
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesItem 11
Periodically, inspections and evaluations of your operations.
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
Franchisor has the right to add to or modify the Manuals from time to time to, among other reasons, change operating procedures, maintain the goodwill associated with the Marks, and enable the System to remain competitive.
Must the franchisor approve the franchisee's site or location before opening?
YesFranchise agreement
Franchisee shall not open the Palm Beach Tan Location for business without the written authorization of Franchisor, which authorization shall be conditioned upon Franchisee's strict compliance with this Agreement.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 11
You may not advertise, promote, post, or list information relating to the Location on the Internet (through the creation of, or participation in, a Website, social media profile or presence of any kind or otherwise without the express written approval of the Company), unless we decide to include information about…
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 at least 5.5% of your Location's Gross Sales on advertising, but you may spend more than that amount.
Must the franchisee participate in a regional advertising cooperative when one exists?
YesFranchise agreement
If a Cooperative is established for a geographic area that includes the market area in which the Location is located, Franchisee shall automatically become a member of the Cooperative and shall execute the Cooperative documents immediately upon Franchisor’s request and participate as a member of the Cooperative.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
If we have approved suppliers for any item, you must obtain the item from our approved suppliers.
Must equipment be purchased from designated or approved suppliers?
YesItem 8
If we have approved suppliers for any item, you must obtain the item from our approved suppliers.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
Franchisee shall execute Attachment D to this Agreement and all other documents necessary to permit Franchisor to withdraw funds from Franchisee’s designated bank account by electronic funds transfer (“EFT”) in the amount of the royalty fee described in Section IV.B.
People
Does the franchisor require minimum staffing levels or specific roles?
YesItem 15
ITEM 15 OBLIGATION TO PARTICIPATE IN THE ACTUAL OPERATION OF THE FRANCHISE BUSINESS When you sign the Development Agreement (if applicable) and Franchise Agreement, you must designate an individual whom we approve to serve as your “Operating Principal”.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesItem 11
You must purchase, use, and maintain, at your expense, a computer system that
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We will have the right to access and use the information stored on your computer in any manner we deem appropriate.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
We may also charge a fee for additional training and for training replacement and successor personnel.
The filing answers no to 2 questions
- Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?Item 8
- Is a minimum grand opening advertising spend required?Item 7
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 committee: CEO/President + VP Ops + IT/CIO + Franchise + procurement involved.
VP SalesHead of SalesCROSales Director
- With 298 active personal services brands, I can't see which ones are growing or have the tech gaps my product fills, so I waste weeks chasing the wrong targets.A rep burning 10 hours/week on manual research at $50/hr loses $26,000/year. FranCloud's fit_scoring and corpus_search surface high-fit brands in seconds, reclaiming that time for selling.
- 63.5% of personal services brands mandate no POS system, but I can't identify the 108 that do without digging through hundreds of FDDs.Manually reviewing one FDD takes 3+ hours. At 108 targets, that's 324 hours. FranCloud's tech_landscape reveals POS mandates instantly, turning a $16,200 research slog into a single query.
- 91.6% of brands don't mandate a CRM, but the 25 that do are hidden in static reports, delaying my outreach to high-intent prospects.Landing one CRM-displacing deal in this segment can yield $30k+ ARR. FranCloud's find_lookalikes pinpoints those 25 brands and their peers, accelerating pipeline by months.
The vendor opportunity at Palm Beach Tan & Wellness
Palm Beach Tan & Wellness reports an Item 19 figure of $524,160, drawn from a cohort of 310 company-owned sample locations (23 Palm Beach Beauty & Tan, 287 Legacy) open the entire 12 months ending December 31, 2025, averaging 13.1 years in operation. The system spans 634 units, 324 of them franchised, with an operator footprint of 45 mapped operators (27 multi-unit) across roughly 392 located units, concentrated in OH, TX, AL, CA, and SC. Franchised outlets fell 18.4% year over year.
Who controls software purchasing
President and CEO Daniel Caskey leads the headquarters team, alongside CFO Eric Hall and VP Franchising Roy Sneed. Franchisees must purchase computer hardware and license the SunLync Software through the company, which also installs and configures it, and must maintain a computer system that meets company standards and specifications.
Tech named in the FDD, and what is actually required
SunLync is required for the computer and POS system, alongside Deskman security management software, VNC Software and Microsoft Word, and franchisees must use the company for electronic fund processing services. Medallia is the only approved supplier for the required Customer Experience Management program, Career Plug provides the required applicant tracking system, and Archer provides the required Digital Support Services program. For music, uMix and AME are the approved suppliers, with Southwest Microsystems or any speaker system that supplies hallways and lobby for the hardware. Franchisees must also purchase a PBTV Media Player, Remote, and Software from the company's approved supplier and pay a monthly content subscription.
Procurement, renewals, and timing
Item 8 runs an approved-supplier list: franchisees generally buy from approved suppliers and must comply with company standards and specifications, with some items — including computer hardware, the SunLync Software license, PC configuration, EFT services, and Digital Support Services — sourced exclusively from the company. The royalty steps from 4% of Gross Sales in the first 12 months to 5% in months 13 to 24 and 6% thereafter, on a 10-year initial term, with renewal requiring the location upgraded to current standards and the renewal fee paid.
How to read the Palm Beach Tan & Wellness FDD
The embedded viewer below carries Palm Beach Tan & Wellness's 2026 Franchise Disclosure Document, including the Item 8 and Item 11 language summarized above.
Talk to FranCloud for a ranked list of franchise systems like Palm Beach Tan & Wellness where the technology mandate and procurement structure line up with your product.
Questions vendors ask
Palm Beach Tan & Wellness, answered from the filing
President and CEO Daniel Caskey leads the headquarters team that licenses the SunLync POS software, provides electronic fund processing and designates Medallia for customer experience management; CFO Eric Hall and VP Franchising Roy Sneed round out the team vendors would approach.
The filing requires franchisees to license the SunLync computer and POS software and Deskman security software through the company, use the company for electronic fund processing, use Medallia for customer experience management and subscribe to Career Plug applicant tracking. Franchisees must also maintain a computer system meeting company standards.
The system counts 634 personal-services units, 324 of them franchised, across the tanning and wellness segment.
Item 8 runs an approved-supplier list: franchisees generally buy from approved suppliers, with some items sourced exclusively from the company, including computer hardware, the SunLync Software license, and EFT services.
The initial term runs 10 years, with renewal requiring the location upgraded to current standards and the renewal fee paid — the natural point to revisit the tech stack.
The embedded PDF viewer below carries Palm Beach Tan & Wellness's 2026 Franchise Disclosure Document.
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.
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 Palm Beach Tan & Wellness files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
45 operators run 392 mapped locations. 27 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit18
2–9 units15
10–24 units9
25+ units3
Top states by locations
| OH | 37 |
|---|---|
| TX | 36 |
| AL | 34 |
| CA | 33 |
| SC | 26 |
Ownership
The portfolio behind Palm Beach Tan & Wellness
unknown of palm beach tan.
Related Personal services brands
Primary franchise filings · updated September 2026. Every figure is source-traceable and QA-checked.