QuickBooksIntuit
Mandatoryny fees or amounts owed to us or our affiliates under the Franchise Agreement. 2. Services Fee Share. Service Fees are required to be paid directly to us by the client through our QuickBooks Payment
From the filings
+77.778% units YoYHQ-led decisions
Performance Enhancement Franchising
Professional servicesSoftware purchasing decisions at Performance Enhancement Franchising are controlled at the franchisor HQ level, where a lean leadership team including Co-Founder John Mattone and Franchise Business Coach Pete Kusiak oversees operations. The system mandates a proprietary data management and intranet system alongside QuickBooks by Intuit Inc., creating a defined tech stack. With 16 franchised units and 77.8% year-over-year unit growth, the addressable market is small but expanding rapidly.
For software vendors selling into US franchise brands.
Live signals
Total units
16
16 franchised
Unit growth YoY
+77.778%
vs prior filing
AUV
—
Item 19, 2022
Royalty
25%
of gross sales
Ad fund
—
national + local
Initial fee
$75K
per unit
Investment range
$113K–$124K
all-in, Item 7
Procurement
Approved supplier
from the filing
Non-compete
2 years
from the filing
Item 19
No 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.
25%+of gross sales (FY2022)
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
21 requirements the franchisor states in this filing, each in its own words; 4 explicit no's; 9 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
You must use Quickbooks software as outlined in the Operations Manual.
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
We have the right to independently access your electronic information and data through our proprietary data management and intranet system and to collect and use your electronic information and data in any manner we promote developing the System and the sale of Franchises.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
We are an approved supplier, and the only approved supplier, of the following assessments and reports that you must use as part of your ILEC Business: Strategic-Tactical Leadership Index (STLI), Leader Watch Survey, Mattone Leadership Enneagram Inventory (MLEI), Individual Leadership Development Plan (ILDP) Tool…
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesFranchise agreement
You acknowledge we may modify such specifications and the components of the Computer System at any time and from time to time, in accordance with this Franchise Agreement.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
16750Item 8
During our last fiscal year ending December 31, 2021, we earned $16,750 from required purchases or leases by franchisees, representing 3.96% of our total revenue of $422,845.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
We reserve the right to receive payments from suppliers from required purchases or leases by franchisees.
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 your required purchases and leases pursuant to our specifications or supplier designations will represent approximately 20% of your overall purchases and leases in establishing and operating the Franchised Business.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
If you desire to have a non-approved supplier of a product or service designated as an approved supplier, you must submit samples of the supplier’s products or services to us, along with a written statement describing why such items, services, or suppliers should be approved for use in the System.
Franchise management
Must the franchisee participate in a customer-satisfaction or net-promoter survey program?
YesFranchise agreement
You agree to present to your customers any evaluation forms we periodically prescribe, and agree to participate in, and/or request that your customers participate in, any surveys performed by or on our behalf.
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
We have the right, at any time during business hours and without advance notice to you, to inspect and audit, or cause to be inspected and audited, the business records, bookkeeping and accounting records, sales and income tax records and returns and other records of the Franchise, and the books and records of any…
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
We may change the System, including, but not limited to, adding new components to services offered and equipment used by ILEC Businesses.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesFranchise agreement
You will not establish or use any other website;
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 require you to invest a minimum of $500 per month on proactive marketing and advertising for your ILEC Business (“Marketing Requirement”).
Operations
Must the franchisee buy products from a designated distributor?
YesFranchise agreement
You agree that the Franchise will: (1) purchase any required products or services in such quantities as we designate; (2) utilize such formats, formulae, and packaging for products as we prescribe; and (3) purchase all designated products and services only from distributors and other suppliers we have approved.
Must equipment be purchased from designated or approved suppliers?
YesItem 8
You must purchase equipment pursuant to our specifications and you may use equipment you already own provided that it meets our specifications.
Payments
Must the franchisee use a payment processor or merchant-services provider designated or approved by the franchisor?
YesFranchise agreement
You must have arrangements in existence with any electronic fund transfer systems we designate from time to time.
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
We require you to pay fees and other amounts due to us via EFT or other similar means.
Must the franchisee participate in a gift card program?
YesFranchise agreement
You will not create or issue any gift cards/certificates and will only sell gift cards/certificates that have been issued or sponsored by us and which are accepted at all ILEC Businesses, and you will not issue coupons or discounts of any type except as approved by us.
Point of sale
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We have the right to independently access your electronic information and data through our proprietary data management and intranet system and to collect and use your electronic information and data in any manner we promote developing the System and the sale of Franchises.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesFranchise agreement
If you request and we agree to provide, or if we require, we may charge you for training additional persons, newly-contracted personnel, refresher training courses, advanced training courses, and additional or special assistance or training you need or request. then you agree to pay a daily training fee in an amount…
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 11
When scheduled and held, we require you to attend an annual franchisee conference and pay a conference fee, currently $450.
The filing answers no to 4 questions
- Does the franchisor charge a fee to evaluate a proposed supplier?Item 8
- Must the franchisor approve the franchisee's site or location before opening?Item 11
- Is a minimum grand opening advertising spend required?Item 11
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
The vendor opportunity at Performance Enhancement Franchising
Performance Enhancement Franchising operates a compact network of 16 franchised units, all run by single-unit operators. The system reported 77.8% year-over-year unit growth in its 2022 FDD, signaling an active expansion phase. For software vendors, the immediate addressable market is limited to these 16 locations, but the growth trajectory suggests a window to establish a relationship before the footprint scales further. The franchise is headquartered in Connecticut and has operators mapped across six states, with the highest concentration in Virginia (3 units) and Utah (2 units). No company-owned units are on file, meaning all purchasing flows through independent franchisees under HQ mandates.
Who controls software purchasing
Decision-making authority sits with a small HQ team. The FDD lists five key executives: Co-Founder John Mattone, Franchise Business Coach Pete Kusiak, Business Development & Growth Strategist Trevor Maloney, Performance Coach & Trainer Dr. Mike Smith, and Strategic Brand Champion Sheri Winesett. For a software vendor, the most relevant contacts are likely John Mattone, who holds ultimate strategic authority as Co-Founder, and Pete Kusiak, who directly oversees franchise operations and would be the gatekeeper for tools affecting unit-level workflows. Trevor Maloney’s growth-focused role may also influence technology that supports scaling. There are no multi-unit operators, so individual franchisees are unlikely to drive purchasing decisions independently.
Mandated and current tech stack
The 2022 FDD mandates two specific technology components. First, a proprietary data management and intranet system is required, suggesting the franchisor has invested in a custom platform for communication, reporting, or operational consistency. Second, QuickBooks by Intuit Inc. is mandated for accounting. This creates a clear integration point for vendors offering financial analytics, payroll, or ERP solutions that complement QuickBooks. No other POS, CRM, or marketing automation systems are named as mandatory, leaving potential whitespace for vendors who can demonstrate compatibility with the existing mandated stack.
Procurement, renewals, and timing
Procurement rules are not detailed in the most recent FDD. Item 8, which typically outlines designated or approved suppliers, contains no extract. This absence means the franchisor has not publicly formalized a supplier approval process, giving vendors an opportunity to engage directly without navigating a pre-defined procurement framework. The initial franchise term is 10 years, and renewal requires 12 to 18 months' advance written notice, along with signing a new agreement that may have materially different terms. This long term means system-wide technology refresh cycles may be infrequent, but the current growth spurt could trigger new software evaluations as the franchisor standardizes operations for a larger network.
How to read the Performance Enhancement Franchising FDD
The full 2022 FDD is embedded below for your review. Key sections for software vendors include Item 11 (the franchisor’s obligations), which details the mandated proprietary intranet and QuickBooks requirement, and Item 17 (renewal), which outlines the 10-year term and renewal conditions. Item 1 lists the HQ executives who form the buying center. Note that Item 8 provides no supplier procurement signals, and the company appears independently owned with no parent company on file. Use these sections to build a targeted pitch that addresses the specific operational mandates and decision-making structure of this growing franchise system. For a ranked target list of franchise brands aligned with your software category, FranCloud can help.
Questions vendors ask
Performance Enhancement Franchising, answered from the filing
The buying center is small. Key contacts from the FDD include Co-Founder John Mattone, Franchise Business Coach Pete Kusiak, and Business Development & Growth Strategist Trevor Maloney. They collectively influence operational and strategic technology decisions.
The 2022 FDD mandates a proprietary data management and intranet system for operations, plus QuickBooks by Intuit Inc. for accounting. No other POS or operational systems are named as mandatory.
There are 16 total units, all franchised. The operator footprint maps 14 operators across roughly 14 located units, with top states being Virginia (3), Utah (2), and single units in Ohio, Tennessee, and Minnesota.
The procurement model is not disclosed in the most recent FDD. Item 8 contains no extract regarding designated or approved suppliers, so the process for vendor selection remains unspecified.
The initial franchise term is 10 years. Renewal requires 12–18 months' written notice and signing a new agreement with potentially different terms. This suggests contract review windows align with the 10-year cycle, with no recent activity indicating an imminent system-wide refresh.
The FDD was filed with state franchise regulators in 2022. You can review the full document using the embedded PDF viewer below.
Source
Read the filing itself
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FDD alert
Tell me when this brand refiles.
We’ll email you the moment Performance Enhancement Franchising files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
14 operators run 14 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit14
Top states by locations
| VA | 3 |
|---|---|
| UT | 2 |
| OH | 1 |
| TN | 1 |
| MN | 1 |
Related Professional services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.