From the filings

HQ-led decisions

PFG Ventures

Professional services

PFG Ventures runs the Proforma franchise system, with all software decisions centralized at the franchisor: PFG Ventures is the sole supplier of the proprietary business management software its 483 franchised locations must license and run. There are no company-owned units.

For software vendors selling into US franchise brands.

Live signals

Total units
483
483 franchised
Unit growth YoY
-2.621%
vs prior filing
AUV
Item 19, 2026
Royalty
5%
of gross sales
Ad fund
1%
national + local
Initial fee
$0
per unit
Investment range
$7K–$28K
all-in, Item 7
Procurement
Approved supplier
from the filing
Non-compete
1 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, before rent, labour or any technology fee.

6%of gross sales (FY2026)

Ongoing fees: 6% of gross sales (FY2026)Royalty 5%, Ad fund 1%. Total 6% of gross sales. Drawn against a 15% reference scale.

15% reference

Royalty 5%Ad fund 1%

Franchisor behaviours

What the franchisor requires

7 requirements the franchisor states in this filing, each in its own words; 2 explicit no's; 25 questions the text does not settle, which is not a no.

How the franchisor buys

Is the franchisor or an affiliate itself a supplier of required products, services or systems?

Yes

Item 7

You must acquire from us a license to use and utilize our proprietary business management software in the operation of your Franchised Business.

Does the franchisor reserve the right to change designated suppliers or systems at any time?

Yes

Item 7

Because the scope of products and services desired by Proforma customers changes over time, we may modify the Proforma System and the nature and extent of products and services which you may offer.

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?

0

Item 7

Except as noted below, neither we, nor our affiliates, currently require you to purchase or lease any computer hardware and software, real estate, services, supplies, products, fixtures, equipment, inventory, or other goods relating to the operation or establishment of the Franchised Business, either from us, our…

Can a franchisee propose a new supplier for the franchisor's approval?

Yes

Item 7

The Proforma franchise system is set up to allow you to purchase Products and Services sold through your Franchised Business from a broad range of approved suppliers and to allow you to request other suppliers

Franchise management

Can the franchisor change the operations manual and brand standards unilaterally?

Yes

Item 7

Because the scope of products and services desired by Proforma customers changes over time, we may modify the Proforma System and the nature and extent of products and services which you may offer.

Operations

Must equipment be purchased from designated or approved suppliers?

Yes

Franchise agreement

commencing on the Effective Date and continuing until March 2, 2029 (the “Deluxe Term”) you will purchase exclusively from Deluxe Corporation (“Deluxe”) or such other approved supplier as we may designate from time to time, all of your requirements of such checks, deposit tickets, full color custom forms and…

Training

Can the franchisor charge the franchisee for additional, refresher or remedial training?

Yes

Item 7

Supplemental Training Fee $0 - $495 Lump Sum 30 days after training Us (NOTE 7)

The filing answers no to 2 questions
  • Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?Item 7
  • Must the franchisee participate in a regional advertising cooperative when one exists?Item 7

The vendor opportunity at PFG Ventures

PFG Ventures operates 483 franchised locations nationwide selling printed business products, with no company-owned units. Franchised-outlet count fell 2.621% year over year. The FDD makes no financial performance representation.

Who controls software purchasing

PFG Ventures itself is the sole supplier of the proprietary business management software its franchisees must license, putting the software decision at the franchisor rather than any individual operator. Item 2 of the FDD names PFG Ventures' officers.

Tech named in the FDD, and what is actually required

Franchisees "must acquire from us a license to use and utilize our proprietary business management software in the operation of your Franchised Business," and must use it "to electronically communicate your customer purchase orders and vendor billing information" to PFG Ventures, running it on hardware PFG Ventures prescribes within 15 days of the business commencement date. If PFG Ventures implements a successor system, franchisees must adopt it and execute a new license agreement. Outside of email services and this proprietary software, PFG Ventures states that "neither we nor anyone affiliated with us is the only approved supplier for products meeting our standards and specifications" — franchisees otherwise buy from a broad range of approved suppliers, including negotiated Preferred Limited Partners.

Procurement, renewals, and timing

PFG Ventures runs an approved-supplier list, confirming candidate suppliers are bona fide before entering them into its ordering and payment system; franchisees can request approval of alternative suppliers. The proprietary business management software license is billed through the monthly Communication and Technology Support Fee. Item 17 of the FDD sets PFG Ventures' renewal, transfer and termination terms.

How to read the PFG Ventures FDD

The embedded PDF viewer below is PFG Ventures' 2026 Franchise Disclosure Document. Talk to FranCloud for a ranked list of franchise systems that fit your product.

Questions vendors ask

PFG Ventures, answered from the filing

PFG Ventures itself is the sole supplier of the proprietary business management software franchisees must license, so the software decision sits with the franchisor. Item 2 of the FDD names PFG Ventures' officers.
PFG Ventures mandates its own proprietary business management software, used to communicate customer purchase orders and vendor billing information, plus the hardware PFG Ventures prescribes. A successor system, if PFG Ventures implements one, must also be adopted under a new license.
PFG Ventures runs 483 franchised locations nationwide selling printed business products, with no company-owned units; franchised-outlet count fell 2.621% year over year.
PFG Ventures runs an approved-supplier list, confirming candidate suppliers are bona fide before entering them into its ordering and payment system. Franchisees may request approval of alternative suppliers; the proprietary software license is billed through the monthly Communication and Technology Support Fee.
Item 17 of the FDD sets PFG Ventures' renewal, transfer and termination terms. The steady requirement is the software license itself, billed monthly rather than tied to a fixed renewal cycle.
The embedded PDF viewer below holds PFG Ventures' 2026 Franchise Disclosure Document.
Source

Read the filing itself

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PFG Ventures2026 FDDView only

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

Operator footprint

PFG Ventures’s FDD on file does not disclose a franchisee directory.

Related Professional services brands

Primary franchise filings · updated September 2026. Every figure is source-traceable and QA-checked.