TwitterX
Mandatoryarks. You must submit to us for approval before use, all social media posts and replies including sites such as Facebook, Linked In, Instagram, Yelp!, TikTok, X (formerly known as Twitter) and other s
From the filings
HQ-led decisions
Phase Partners
EducationPhase Partners operates 2 company-owned locations in the education segment, with software purchasing decisions concentrated entirely at HQ. The FDD mandates Twitter by X and names six other consumer platforms without requiring them.
For software vendors selling into US franchise brands.
Live signals
Total units
2
0 franchised
Unit growth YoY
—
vs prior filing
AUV
$2.98M
Item 19, 2023
Royalty
7%
of gross sales
Ad fund
3%
national + local
Initial fee
$145K
per unit
Investment range
$288K–$3.13M
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.
10%of gross sales (FY2024)
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.
FacebookMeta
l media or digital marketing of any kind that use or reference our Marks. You must submit to us for approval before use, all social media posts and replies including sites such as Facebook, Linked In,
InstagramMeta
rketing of any kind that use or reference our Marks. You must submit to us for approval before use, all social media posts and replies including sites such as Facebook, Linked In, Instagram, Yelp!, Ti
LineLeaderLineLeader
s of 149 pages. 27 Phase Partners, LLC 07/22/2024 #206416v8 Computer Hardware and Software. Before opening your Center, we will initiate and configure ProCare – Online Version and Lineleader for your
ProcareProcare Solutions
etta, GA Operations and Compliance – Jamie Nuckols Licensing Compliance 25 0 Online Health and Safety Center Policies and Procedures Classroom Policies and Procedures ChildcareCRM/ProCare Family Engag
TikTokTikTok
d that use or reference our Marks. You must submit to us for approval before use, all social media posts and replies including sites such as Facebook, Linked In, Instagram, Yelp!, TikTok, X (formerly
YelpYelp
any kind that use or reference our Marks. You must submit to us for approval before use, all social media posts and replies including sites such as Facebook, Linked In, Instagram, Yelp!, TikTok, X (fo
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?
YesFranchise agreement
Franchisee agrees to establish a bookkeeping and recordkeeping system conforming to Franchisor’s periodic requirements
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
We will have access to your Center’s information and data through these systems.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
Franchisee must provide Franchisor with those financial reports Franchisor requires from time to time.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
We may designate at any time and for any reason, a single or multiple suppliers for these items and require you to purchase exclusively from the designated supplier or suppliers, which exclusive designated supplier(s) may be us or an affiliate of ours.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
We may, at any time, change, delete, add to, or modify any of our specifications.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
During our fiscal year 2023, we did not receive any revenues from the sale of required products to our franchisees, but we have the right to do so in the future.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
We and our affiliates have the right to receive payments or other benefits like rebates, discounts, and allowances from authorized suppliers based on their dealings with you and other franchisees and we may use the monies we receive without restriction for any purpose we deem appropriate or necessary.
Does the franchisor charge a fee to evaluate a proposed supplier?
YesFranchise agreement
Franchisee must pay for the reasonable cost of the evaluation and testing.
Can a franchisee propose a new supplier for the franchisor's approval?
YesFranchise agreement
If Franchisee desires to purchase any products, supplies, furnishings, and equipment from suppliers other than those Franchisor previously approved and Franchisor has not designated the items to be exclusively supplied by a designated supplier(s), Franchisee will first submit to Franchisor a written request for…
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
On Termination of the Franchise Agreement, if Franchisor directs Franchisee to do so, Franchisee will immediately direct all telephone companies, telephone directory publishers, and telephone directory listing agencies (collectively, the “Telephone Companies”) with which Franchisee has Telephone Numbers and Listings…
Franchise management
Must the franchisee participate in a customer-satisfaction or net-promoter survey program?
YesFranchise agreement
As Franchisor requires, maintain a contract(s) with, or participate in any Franchisor contract(s), with any third party(ies) offering customer service, shopper experience, product safety, or other service programs designed to audit, survey, evaluate, or inspect business operations.
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
Franchisor may require Franchisee to submit to Franchisor, or Franchisor’s representatives, copies of Franchisee’s books and records for any offsite inspection that Franchisor or Franchisor’s representatives conduct to audit the Center.
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
Franchisee agrees that from time to time, Franchisor may change, modify or improve the System, including, without limitation, modifications to the Brand Standards Manual, the programming, and format, the processes and systems to support the business, the products offered for sale, the required building…
Must the franchisor approve the franchisee's site or location before opening?
YesItem 12
You will receive the right to operate a PHASE FAMILY LEARNING CENTER™ facility only at a site we approve, in our sole discretion.
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 conduct any advertising or promotion over the Internet/worldwide web or through other forms of electronic media, whether within or outside your Franchise Territory, without our prior written consent, which we can withhold for any or no reason.
Is a minimum grand opening advertising spend required?
YesItem 11
The minimum amount you must spend on this is $40,000.
Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
YesFranchise agreement
Franchisee must spend at least 1% of Gross Revenue per calendar quarter for local market advertising.
Operations
Must equipment be purchased from designated or approved suppliers?
YesFranchise agreement
Use only those products, furnishings, and equipment that (a) conform to the standards and specifications Franchisor designates in the Brand Standards Manual or otherwise, and (b) are purchased from suppliers Franchisor designates or approves in writing.
Payments
Must the franchisee use a payment processor or merchant-services provider designated or approved by the franchisor?
YesFranchise agreement
In addition, Franchisee, at its expense, must also apply for and maintain other credit card, debit card or other non-cash payment systems that Franchisor periodically requires.
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
Under the Franchise Agreement, we require that all fees must be paid by automated bank draft.
People
Does the franchisor require minimum staffing levels or specific roles?
YesItem 15
During operations hours, an Executive Director who has successfully completed the initial training program described in Section 15.1 of the Franchise Agreement, must at all times be at your Center, or be on call and available telephonically.
Must employees wear uniforms specified by the franchisor?
YesFranchise agreement
Require all employees of the Center to abide by the dress guidelines conforming to the specifications and standards Franchisor periodically designates in the Brand Standards Manual or otherwise.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesFranchise agreement
Franchisee, at its expense, must purchase and use the operating software, customer relationship management system, and other technology systems and programs that Franchisor designates in the Brand Standards Manual (the “Operating System”).
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We will have the right at any time to access your Operating System to retrieve and compile information concerning your Center.
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesFranchise agreement
Franchisee, at its expense, must purchase and use the operating software, customer relationship management system, and other technology systems and programs that Franchisor designates in the Brand Standards Manual (the “Operating System”).
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
In addition, we may require you and your managers and employees to attend additional training programs and you may be charged a reasonable fee for the additional training.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesFranchise agreement
Franchisor may require Franchisee and/or one or more of the Managers of the Center to attend conferences that Franchisor offers periodically.
The filing answers no to 1 question
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
The vendor opportunity at Phase Partners
Phase Partners operates 2 locations, both company-owned, in the education segment, part of Phase Enterprises. Average unit volume is $2,977,929 and the franchise agreement carries a 7% royalty on a 10-year initial term.
Who controls software purchasing
With 0 of 2 locations franchised, software purchasing decisions run entirely through HQ. CEO Sean Tegart, COO Stacie Williams, Chief Growth Officer Frank Bealer, VP of Finance Michael Noland, and VP of School Development and Culture Vanessa Zaczek make up the leadership team behind those decisions. The mapped operator footprint spans New York and Indiana.
Tech named in the FDD, and what is actually required
Item 11 requires the use of Twitter by X. Facebook, Instagram, LineLeader, Procare and TikTok also appear in the filing, along with Yelp, though none of them is required.
Procurement, renewals, and timing
Item 8 requires purchases from suppliers the franchisor designates or approves, covering products, supplies, equipment, furnishings, uniforms, fixtures, inventory and packaging; the franchisor may name itself or an affiliate as that supplier. Item 17 sets a 10-year renewal term, conditioned on a renewal fee, refurbishment if required, retraining, and a signed release.
How to read the Phase Partners FDD
The filing embedded below was filed with state franchise regulators in 2024 and includes the Item 19 financial performance representation referenced above. Talk to FranCloud for a ranked target list of franchise systems like this one.
Questions vendors ask
Phase Partners, answered from the filing
With both locations company-owned, purchasing runs through HQ leadership: CEO Sean Tegart, COO Stacie Williams, and Chief Growth Officer Frank Bealer oversee the education brand's operational decisions.
Item 11 requires Twitter by X. Facebook, Instagram, LineLeader, Procare, TikTok and Yelp are also named in the filing, but none of them is required.
2 locations, both company-owned, in the education segment.
Item 8 requires purchases from suppliers the franchisor designates or approves — covering products, equipment, furnishings, uniforms, fixtures, inventory and packaging — and the franchisor may name itself or an affiliate.
The 10-year initial term and matching Item 17 renewal term mean contract conversations cluster around each decade mark, conditioned on a renewal fee, refurbishment if required, and retraining.
The filing is embedded below. It was filed with state franchise regulators in 2024 and includes the Item 19 financial performance representation.
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 Phase Partners files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
2 operators run 2 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit2
Top states by locations
| NY | 1 |
|---|---|
| IN | 1 |
Ownership
The portfolio behind Phase Partners
unknown of phase enterprises.
Related Education brands
Primary franchise filings · updated September 2026. Every figure is source-traceable and QA-checked.