ant franchises for businesses under the SCHOOLEY MITCHELL® name and other Marks. (For reference purposes in this disclosure document, we call the locations in our system “SCHOOLEY MITCHELL® offices”;
From the filings
Schooley Mitchell
Retail non foodSchooley Mitchell, a cost-reduction consulting franchise, requires franchisees to run a Windows PC meeting specific hardware and browser specifications, with President and Director of Technical Services Elizabeth McMillan the closest fit for a technology conversation. With 298 total units and franchised outlets growing quickly, the addressable market is expanding.
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, before rent, labour or any technology fee.
10%of gross sales (FY2025)
15% reference
Mandated & recommended tech
The systems vendors compete with
Systems named in Item 11 of this filing. None is recorded as mandated here, which is not the same as the filing mandating nothing. Read Item 11 before treating the category as open.
Franchisor behaviours
What the franchisor requires
21 requirements the franchisor states in this filing, each in its own words; 7 explicit no's; 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?
YesItem 11
We may, at our option, designate a standard computerized bookkeeping, reporting and accounting system which must be utilized by you (Franchise Agreement, Section 7.3.c).
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesFranchise agreement
12. Accounting and Reporting 12.1 On-line Access - The Licensee agrees that the computerized bookkeeping, reporting and accounting system to be implemented and maintained by the Licensee under this Agreement may include on-line access (electronic data interchange) hardware and software that will permit the Licensor…
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
by the 90th day after the expiration of each fiscal year of the Licensed Business, in a form approved by the Licensor: i. a statement of profit and loss (income statement), a balance sheet, and a statement of changes in financial position for that fiscal year prepared by a Certified Public Accountant in accordance…
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
Currently, you must purchase from us or our affiliates or designated suppliers your stationery, business cards, labels, invoices and promotional items.
Is there a franchisee advisory council, association or committee?
YesItem 11
There is an Advisory Council consisting of 8 franchisees that is elected each year by franchisees.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesFranchise agreement
The Licensor reserves and will have the right to make changes in the Manual, the System, and the Marks at any time and without prior notice to the Licensee.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
3939016Item 8
In the fiscal year ended February 28, 2025 our total revenue from franchisee purchases and leases of goods and services (including production fees, but excluding revenue we and our affiliates received from initial franchise fees and any other fees disclosed in Item 6), was $3,939,016, which was approximately 33% of…
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?
5Item 8
The estimated proportion of any required purchases to all purchases and leases by you of goods and services in establishing and operating the licensed business is 5%.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
Franchisee requests for the approval of new suppliers are submitted to us in writing, together with a sample of the item for which approval is sought.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
The Licensee acknowledges that as between the Licensor and the Licensee, the Licensor has the right 26 4920-1082-0420.1 to and interest in all telephone numbers and directory listings associated with any Marks.
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesFranchise agreement
Licensee agrees to provide Licensor with the information that Licensor reasonably requires concerning Licensee’s compliance with respect to data and cybersecurity requirements.
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
conducting, as it considers advisable, inspections of the Licensed Business and its operations
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
The Licensor reserves and will have the right to make changes in the Manual, the System, and the Marks at any time and without prior notice to the Licensee.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesFranchise agreement
Licensee shall not have any rights to maintain a website or other Internet presence relating to the Marks or the System without the prior written consent of Licensor.
Operations
Must the franchisee buy products from a designated distributor?
YesFranchise agreement
All products and services to be sold will be purchased from the Licensor or its designated suppliers.
Must equipment be purchased from designated or approved suppliers?
YesItem 8
You must purchase various items that are sold or used in the operation of your SCHOOLEY MITCHELL® location from us, our affiliates, designated or approved suppliers, or otherwise under our specifications.
Payments
Must the franchisee use a payment processor or merchant-services provider designated or approved by the franchisor?
YesFranchise agreement
Additionally, Licensee agrees to maintain, at all times, relationships with the payment card issuers or sponsors, check or credit verification services, financial-center services, merchant service providers and electronic-fund transfer systems (together, “Payment Systems Vendors”) that Licensor may periodically…
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
All monthly payments required by this Agreement must be received by the Licensor by direct debit or such other manner as may be designated by the Licensor on or before the 10th day of each month in respect of the preceding calendar month.
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 under the franchise agreement to access all information contained in your computer system relating to your SCHOOLEY MITCHELL® location.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesFranchise agreement
The Licensor reserves the right to charge reasonable tuition and materials fees for these periodic training or retraining programs.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesFranchise agreement
In addition to such ongoing training, the Licensee will attend any annual Schooley Mitchell™ licensee conference, which event will be held solely in the Licensor’s discretion.
The filing answers no to 7 questions
- Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?Item 8
- Does the franchisor charge a fee to evaluate a proposed supplier?
- Must the franchisee participate in a customer-satisfaction or net-promoter survey program?Item 11
- Must the franchisor approve the franchisee's site or location before opening?Item 11
- Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?Item 11
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
- Does the franchisor require minimum staffing levels or specific roles?Franchise agreement
The vendor opportunity at Schooley Mitchell
Schooley Mitchell's 2025 FDD reports 298 total units — 297 franchised and 1 company-owned — in cost-reduction consulting, with franchised outlets up 14.231% year over year. Item 19 reports Annual Secured Revenue for 240 active U.S. and Canadian franchisees operating a substantially similar franchise, in separate tables for Full-Time and Part-Time Franchisees (excluding company-owned outlets and 21 that had ceased). The royalty is 8% of Gross Sales for a standard franchise and 12% for a builder franchise.
Who controls software purchasing
Item 2 lists President and Director of Technical Services Elizabeth McMillan alongside Franchising and Sales & Marketing Manager Dennis Schooley and franchise development advisors Joanne Sales, Mike DeBoer, and Teighan Morris. McMillan's technical-services title puts her closest to any software decision. The operator footprint shows 1 operator, in Michigan, running 1 located unit.
Tech named in the FDD, and what is actually required
Franchisees must currently have available a Windows PC meeting minimum specifications — a Pentium-class processor and a 1024x768 display — running the Mozilla Firefox browser, plus a letter-quality printer, a continuously updated approved anti-virus program, and high-speed Internet access. Schooley Mitchell notes there's no contractual limit on how often or how much franchisees must spend upgrading this hardware, though its current baseline stays a Pentium-level processor. Client engagements run on Schooley Mitchell's proprietary software, covered by a $120 monthly Software and Marketing Programs Fee.
Procurement, renewals, and timing
Procurement outside technology is narrow: franchisees currently must buy stationery, business cards, labels, invoices, and promotional items from Schooley Mitchell, its affiliates, or designated suppliers, and Schooley Mitchell is currently the only approved supplier for stationery and promotional items. Franchisees may propose a new supplier for approval. The initial term is 10 years for a standard or development franchise (5 years for a builder franchise), and Item 17 renewal — a 5-year term — requires 12 months' advance notice, current standards, no default, and a signed general release.
How to read the Schooley Mitchell FDD
The embedded PDF viewer below carries Schooley Mitchell's 2025 Franchise Disclosure Document in full; Items 8, 11, 17, and 19 hold the detail summarized here.
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Questions vendors ask
Schooley Mitchell, answered from the filing
Read the filing itself
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FDD alert
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Operator footprint
Who runs the locations
1 operators run 1 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Top states by locations
| MI | 1 |
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Primary franchise filings · updated September 2026. Every figure is source-traceable and QA-checked.