QuickBooksIntuit
Mandatoryyou with user and password access. We reserve the right to alter or eliminate this system and/or to substitute another system or method of communication, if we determine to do so. QuickBooks Accountin
From the filings
HQ-led decisions
SD TECH
Professional servicesSoftware purchasing at SD TECH is controlled at the headquarters level by a tight executive team led by President & CEO Wes Ulmer and COO Shane Mishler. The franchise currently mandates a Location Website and a National Consumer Website, but no other operational or POS systems are disclosed in the 2025 FDD. With only 2 total units—1 franchised and 1 company-owned—the addressable market is extremely small, making this a niche target for vendors.
For software vendors selling into US franchise brands.
Live signals
Total units
2
1 franchised
Unit growth YoY
—
vs prior filing
AUV
$1.50M
Item 19, 2025
Royalty
6%
of gross sales
Ad fund
1%
national + local
Initial fee
$60K
per unit
Investment range
$92K–$168K
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.
7%of gross sales (FY2025)
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.
QuickBooks OnlineIntuit
Mandatory.) Low Voltage Cabling such as CAT5e and Fiberoptics 10.) Smart Cameras such as Ubiquiti 11.) Access Control Hardware and Software (SecuCast or Security) 12.) Accounting Software (Quickbooks Online) O
IntuitIntuit
. QuickBooks Accounting Application We require you to use the ONLINE version of QuickBooks as the accounting application for your franchise. The software is owned and developed by Intuit and is an onl
Franchisor behaviours
What the franchisor requires
26 requirements the franchisor states in this filing, each in its own words; 1 explicit no; 7 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 require you to use the ONLINE version of QuickBooks as the accounting application for your franchise.
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
As with all computer and internet information we have complete access to all of the information at all times.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesItem 11
You will provide monthly and other reports as determined by us, including updating master file records to comply with changes in accounting practices.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
Our President and Chief Executive Officer is the 100% owner of our affiliate, Ulmer Enterprises, Inc. which is the supplier of the 1Team Help Desk services for the first 12 months after opening.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
We reserve the right, under the Franchise Agreement, to require you to purchase certain items from us, our affiliate or an unaffiliated designated supplier.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
During the year 2024 Ulmer Enterprises, Inc. revenue from required purchases was zero (0).
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
We may receive rebates from approved suppliers from time to time.
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?
80Item 8
approximately 80% to 90% of all purchases and leases necessary to operate the franchised business after opening.
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 8
We currently approve suppliers upon request submitted upon our “Supplier Approval Form” and payment of a supplier approval fee of $1,000.
Can a franchisee propose a new supplier for the franchisor's approval?
YesFranchise agreement
If you want to propose a new supplier of Materials or Operating Assets, you agree to submit to us, on our “Supplier Approval Form” and pay us a Supplier Approval Fee of $1,000 at the time you submit the “Supplier Approval Form”, sufficient written information about the proposed new supplier to enable us to approve or…
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
you agree that, after, as applicable, the effective date of expiration/termination of this Agreement or the Notification Date, you will notify the telephone company and assign all telephone, facsimile or other numbers and any regular, classified or other telephone directory listings to us or at our direction
Franchise management
Must the franchisee participate in a customer-satisfaction or net-promoter survey program?
YesFranchise agreement
You agree to present to your customers such evaluation forms that we periodically prescribe and to participate and/or request your customers to participate in any surveys performed by us or on our behalf.
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesItem 11
In order to maintain high quality standards, we reserve the right to audit and monitor each of our franchisee’s locations at any time through physical or electronic access to all information of your computer systems, POS, FOS, surveillance and website systems and information referenced in this Item 11 and we reserve…
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 11
The Manual may be amended or modified from time to time to reflect changes in our System.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 11
You must select a site for your business and submit the location for our approval within 45 days of signing your 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 utilize only the website and Internet presence provided to you by us. You may not use any other form of website or other Internet advertising;
Is a minimum grand opening advertising spend required?
YesItem 7
You agree to spend an amount we designate to you of $4,000 to $7,000 for an opening advertising campaign to promote the opening of your SD TECH business.
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
You are required to spend a minimum of $750.00 per month localized digital marketing approved by us.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
As a SD TECH franchisee, you will be required to use our then current approved vendors, suppliers, and equipment manufacturers.
Must equipment be purchased from designated or approved suppliers?
YesItem 8
As a SD TECH franchisee, you will be required to use our then current approved vendors, suppliers, and equipment manufacturers.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
We require you to pay all payments of the License Fee or any other amounts due us under this Agreement to us by electronic funds transfer.
People
Does the franchisor require minimum staffing levels or specific roles?
YesFranchise agreement
You (or your Operating Partner) and one of your managerial employees that has satisfactorily completed our training program must assume responsibility for SD TECH franchise business’s day-to-day management and operation and supervision of SD TECH franchise business personnel.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesFranchise agreement
You must use software we designate from time to time.
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
As with all computer and internet information we have complete access to all of the information at all times.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesFranchise agreement
We, or our designee, will also provide additional or refresher training programs for you and your employees as we deem appropriate.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 11
Each person who signs the franchise agreement must attend our twenty-eight (28) hour on-site Franchisee New Opening training session and any Conferences scheduled from time to time as we may determine to be necessary, at our company headquarters in Texas or at a different location of our choosing.
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 SD TECH
SD TECH operates a micro-franchise system with just 2 total units—1 franchised and 1 company-owned—according to its 2025 Franchise Disclosure Document. The sole franchised location is in Wisconsin, and there are no multi-unit operators in the system. Average unit volume sits at $1,500,240.85, with a 6.0% royalty rate and a 10-year initial franchise term. For software vendors, the addressable market is exactly 1 franchised unit, making this a highly targeted, low-volume opportunity. The company-owned unit may offer a secondary entry point, but purchasing influence there is entirely internal.
Who controls software purchasing
All signs point to centralized control at headquarters. The FDD lists Wes Ulmer as President & Chief Executive Officer and Shane Mishler as Chief Operating Officer. No other executives, IT leads, or procurement officers are named. In a system this small, these two individuals are the de facto buying center for any software evaluation or purchase. Vendors should direct outreach to Ulmer and Mishler, framing value propositions around operational efficiency and compliance with the franchisor’s mandated web presence requirements.
Mandated and current tech stack
The 2025 FDD mandates two specific technology components: a Location Website and a National Consumer Website. No vendors are named for these mandates, and no POS, CRM, ERP, scheduling, or other operational platforms are disclosed as required or recommended. This leaves significant white space for vendors offering back-office, financial, or customer engagement tools—provided they can demonstrate value to a system with a single franchised operator. The absence of a mandated POS is notable and may represent an open door for point-of-sale vendors.
Procurement, renewals, and timing
Item 8 of the FDD contains no extract describing a procurement framework. There is no mention of designated suppliers, approved vendor lists, or open purchasing policies. This lack of disclosure means vendors must engage directly with HQ to understand how software is evaluated and procured. On the renewal side, Item 17 outlines a 10-year successor term conditioned on good standing, site possession, and compliance with remodeling or relocation requirements. These renewal-triggered capital events could create natural openings for software pitches, particularly if a franchisee must upgrade or replace systems during a remodel.
How to read the SD TECH FDD
The full 2025 SD TECH Franchise Disclosure Document is embedded below. Key sections for software vendors include Item 1 (executive team), Item 11 (mandated tech), Item 8 (procurement, though sparse here), and Item 17 (renewal conditions). Given the system’s tiny footprint, the FDD is a quick read but essential for verifying the decision-maker names and the exact scope of technology mandates before outreach. For a ranked target list of franchise systems that match your software category, explore FranCloud’s data tools.
Questions vendors ask
SD TECH, answered from the filing
President & CEO Wes Ulmer and COO Shane Mishler are the key executives listed in the FDD. With only 2 units, purchasing decisions likely run directly through them.
The 2025 FDD mandates a Location Website and a National Consumer Website. No POS, ERP, or other operational systems are named as mandated or recommended.
SD TECH has 2 total units: 1 franchised and 1 company-owned. The sole franchised unit is in Wisconsin. No multi-unit operators exist.
The 2025 FDD does not disclose a specific procurement model in Item 8. There is no extract indicating designated suppliers, approved suppliers, or an open purchasing framework.
With a 10-year initial term and renewal, and no disclosed recent activity, contract windows are unpredictable. Renewal requires remodeling or relocation, which could trigger tech evaluation.
The 2025 FDD is filed with state franchise regulators. You can view it directly in 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 SD TECH files a new annual FDD, usually the freshest signal of a vendor change.
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
Single-unit1
Top states by locations
| WI | 1 |
|---|
Related Professional services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.