. ASHLEY BUTTERS – Accounting Manager Ms. Butters has served as our Accounting Manager in Spanish Fork Utah since April 2026. She has served as Senior Bookkeeper for our affiliate ClientTether in Sale
From the filings
Stratify
Professional servicesSoftware purchasing at Stratify appears to be controlled entirely at the individual operator level, as the 2026 Franchise Disclosure Document lists no headquarters executives and no mandated technology systems. The addressable market consists of 49 independently owned locations, all single-unit operators, concentrated in Utah, North Carolina, and Texas. Vendors should prepare for a direct-to-operator sales motion with no centralized procurement gatekeeper.
For software vendors selling into US franchise brands.
Live signals
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
15 requirements the franchisor states in this filing, each in its own words; 2 explicit no's; 17 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
To provide you and us with current and accurate financial reports, we require that you use our designated accounting software, currently QuickBooks online Essentials Plan or higher or the then-current equivalent, for your accounting and bookkeeping and use our designated bookkeeper or bookkeeping service vendor to…
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesFranchise agreement
You acknowledge and agree that we have the right to access and use all such electronic Records, reports, and the information and data that are contained therein.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesFranchise agreement
However, we reserve the right to designate exclusive suppliers (including third parties, us or our affiliates) for any products or services to ensure quality and uniformity of products, services, production, shipping and storage for the benefit of the franchise system.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesFranchise agreement
You must purchase items that bear the Marks from suppliers we approve from time to time.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesFranchise agreement
We or our affiliates may obtain money, goods, services, or other benefits from persons and entities with whom you do business, on account of that business with you.
Can a franchisee propose a new supplier for the franchisor's approval?
YesFranchise agreement
We will not unreasonably withhold approval of a supplier you propose.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
Relinquish any right or claim of right to telephone numbers and directory listings and Internet addresses, domain names and locators to us or our designated franchisees.
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
At our discretion, we may accompany you in your operation of the Franchise at reasonable times to verify your compliance with the terms of this Agreement.
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
We may amend the Operations Manual, including changes which may affect minimum standards and requirements for your franchise operations.
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 may not market independently on the Internet or acquire an independent Internet domain name or web site.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
You authorize us to initiate debit entries and/or credit collection entries to your designated primary business operating checking or savings account (“Designated Account”) for the payment of all fees, royalties or other amounts due under this Agreement or related to the Franchise to us or our affiliates.
People
Must employees wear uniforms specified by the franchisor?
YesFranchise agreement
You will require that all of your employees wear a standard uniform as described in the Operations Manual.
Point of sale
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesFranchise agreement
You acknowledge and agree that we have the right to access and use all such electronic Records, reports, and the information and data that are contained therein.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesFranchise agreement
From time to time we may provide refresher training programs or seminars and may require that you or your managers attend and complete them to our satisfaction.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesFranchise agreement
Your attendance at each convention is required.
The filing answers no to 2 questions
- Is a minimum grand opening advertising spend required?
- Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
The vendor opportunity at Stratify
Stratify presents a small, fragmented addressable market for software vendors: 49 locations across 7 states, with every unit operated by a single-unit franchisee. No multi-unit operators exist in the current footprint, meaning there are no portfolio-level deals to be had. The geographic concentration is modest, with Utah (7 units), North Carolina (6), Texas (6), Florida (5), and Georgia (4) accounting for the majority of locations. Year-over-year unit growth is not disclosed in the 2026 FDD, and no average unit volume or royalty rate is available to gauge operator financial health. For a vendor, this is a ground-level sales effort requiring 49 individual conversations.
Who controls software purchasing
Control is fully decentralized. The 2026 FDD lists no headquarters executives in Item 1, and there are no signals of a centralized IT or procurement function. Every operator is a single-unit owner, which means the person answering the phone or managing the location is likely the software decision-maker. There is no CIO, VP of Technology, or purchasing committee to pitch. Vendors should plan for a direct-to-operator sales motion, with messaging tailored to owner-operators who may lack dedicated IT staff and evaluate software based on immediate operational impact rather than enterprise integration requirements.
Mandated and current tech stack
Stratify does not mandate or recommend any specific technology systems, according to the 2026 FDD. No POS provider, no back-office platform, no payroll vendor, and no inventory management system is named. This absence of mandates means the installed base is likely a patchwork of whatever each operator has chosen independently. For a software vendor, this is both an opportunity and a challenge: there is no incumbent to displace at the brand level, but there is also no single integration standard or referral path. Discovery calls will need to uncover what each location currently uses before a pitch can be tailored.
Procurement, renewals, and timing
The FDD provides no extract from Item 8 on procurement or designated suppliers, and no extract from Item 17 on renewal terms. The initial franchise term and royalty rate are also not disclosed. Without these data points, there is no visibility into when franchise agreements renew or when operators might be contractually required to revisit their technology choices. Vendors should assume that purchasing timelines are entirely ad hoc, driven by individual operator pain points rather than any brand-level calendar. This makes ongoing, relationship-based outreach more effective than timed campaigns tied to renewal cycles.
How to read the Stratify FDD
The full 2026 Franchise Disclosure Document for Stratify is embedded below. It was filed with state franchise regulators and contains the legal and financial disclosures that govern the franchise relationship. For software vendors, the key sections to scrutinize are Item 1 (the franchisor and any parents or affiliates), Item 8 (restrictions on sources of products and services), Item 11 (franchisor's assistance, including any required technology), and Item 17 (renewal, termination, and transfer). In this case, the absence of data in these items is itself the most important finding: Stratify operates with minimal central control over technology procurement, leaving each of its 49 operators to make independent software decisions. For a ranked target list of franchise systems that match your software category, FranCloud can help you prioritize your outreach.
Questions vendors ask
Stratify, answered from the filing
Read the filing itself
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FDD alert
Tell me when this brand refiles.
We’ll email you the moment Stratify files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
49 operators run 49 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Top states by locations
| UT | 7 |
|---|---|
| NC | 6 |
| TX | 6 |
| FL | 5 |
| GA | 4 |
Related Professional services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.