From the filings

Operator-led decisions

Stratify

Professional services

Software 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

Total units
system-wide
Unit growth YoY
vs prior filing
AUV
Item 19, 2026
Royalty
of gross sales
Ad fund
national + local
Initial fee
per unit
Investment range
all-in, Item 7
Procurement
from the filing

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.

ClientTetherClientTether
CrmItem 7

. 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

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?

Yes

Franchise 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?

Yes

Franchise 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?

Yes

Franchise 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?

Yes

Franchise 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?

Yes

Franchise 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?

Yes

Franchise 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?

Yes

Franchise 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?

Yes

Franchise 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?

Yes

Franchise 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?

Yes

Franchise 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?

Yes

Franchise 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?

Yes

Franchise 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?

Yes

Franchise 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?

Yes

Franchise 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?

Yes

Franchise 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

The 2026 FDD lists no headquarters executives, suggesting there is no centralized buying center. Purchasing decisions likely rest with each of the 49 individual franchise operators.
The most recent FDD does not disclose any mandated or recommended POS, operational, or IT systems. Operators appear free to choose their own technology vendors.
There are 49 mapped locations, all operated by single-unit franchisees. No multi-unit operators are recorded, and the top states are Utah (7), North Carolina (6), and Texas (6).
The FDD contains no extract from Item 8 regarding designated or approved suppliers. In the absence of procurement mandates, the model is effectively open, with operators sourcing independently.
The FDD does not disclose initial term length or renewal timing in the available extracts. Without term data, contract windows are unpredictable and likely vary by individual operator.
The Stratify FDD was filed with state franchise regulators in 2026. You can view the embedded PDF viewer below to review the full document directly.
Source

Read the filing itself

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

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

Single-unit49

Top states by locations

UT7
NC6
TX6
FL5
GA4

Related Professional services brands

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