From the filings

+50% units YoYHQ-led decisions

Supply Pointe

Professional services

Supply Pointe is an 11-unit professional-services franchise — 9 franchised, 2 company-owned — with an average unit volume of roughly $1,028,769, and it already mandates HubSpot and QuickBooks under Item 8. A designated technology-system requirement and 50% unit growth make this an active, HQ-controlled target.

For software vendors selling into US franchise brands.

Live signals

Total units
11
9 franchised
Unit growth YoY
+50%
vs prior filing
AUV
$1.03M
Item 19, 2024
Royalty
4.25%
of gross sales
Ad fund
national + local
Initial fee
$54K
per unit
Investment range
$187K–$324K
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. It is a floor, not a total — the filing discloses one of the two headline fees.

4.25%+of gross sales (FY2025)

Ongoing fees: 4.25% of gross sales (FY2025)Royalty 4.25%. Total 4.25% of gross sales, from the fees this filing discloses. Drawn against a 15% reference scale.

15% reference

Royalty 4.25%

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.

HubSpotHubSpot
Mandatory
CrmItem 8

purchase computer equipment consisting of hardware which includes the following: Hardware Software Laptop Computer w/ Broadband Internet Franchise Management CRM Software Service HubSpot All-in-one Pr

QuickBooksIntuit
Mandatory
AccountingItem 8

the following: Hardware Software Laptop Computer w/ Broadband Internet Franchise Management CRM Software Service HubSpot All-in-one Printer/Copier/Fax Microsoft Office w/ Outlook QuickBooks and Financ

FacebookMeta
MarketingItem 11

imes. You are not permitted to promote your Franchised Business or use any of the Proprietary Marks in any manner on any social or networking websites including but not limited to Facebook, LinkedIn,

InstagramMeta
MarketingItem 11

romote your Franchised Business or use any of the Proprietary Marks in any manner on any social or networking websites including but not limited to Facebook, LinkedIn, Twitter and Instagram, X, TikTok

LinkedInLinkedIn
MarketingItem 11

are not permitted to promote your Franchised Business or use any of the Proprietary Marks in any manner on any social or networking websites including but not limited to Facebook, LinkedIn, Twitter an

TikTokTikTok
MarketingItem 11

anchised Business or use any of the Proprietary Marks in any manner on any social or networking websites including but not limited to Facebook, LinkedIn, Twitter and Instagram, X, TikTok without our p

TwitterX
MarketingItem 11

rmitted to promote your Franchised Business or use any of the Proprietary Marks in any manner on any social or networking websites including but not limited to Facebook, LinkedIn, Twitter and Instagra

Franchisor behaviours

What the franchisor requires

24 requirements the franchisor states in this filing, each in its own words; 3 explicit no's; 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?

Yes

Franchise agreement

At this time Franchisee must use QuickBooks cloud-based accounting system and is responsible for all fees associated with this.

Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?

Yes

Franchise agreement

Franchisor shall have full access via internet connection, to all information generated and/or maintained in and by any software program or service Franchisee is required to or chooses to use to manage the Franchise Business.

Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?

Yes

Franchise agreement

Franchisee shall supply to Franchisor on or before the fifteenth (15th) day of each month following the close of a quarter, in a form approved by Franchisor, a balance sheet as of the end of the last day of the preceding month and an income statement for the preceding quarter and the fiscal year-to-date.

How the franchisor buys

Is the franchisor or an affiliate itself a supplier of required products, services or systems?

Yes

Item 8

We or our Affiliate may be Approved Suppliers of certain required purchases.

Does the franchisor reserve the right to change designated suppliers or systems at any time?

Yes

Item 11

We have the right to change or modify the System and will notify you of any changes.

Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?

Yes

Franchise agreement

Franchisor has the right to retain volume rebates, markups and other benefits from suppliers or in connection with the furnishing of suppliers.

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?

70

Item 8

We estimate that approximately 70% of your expenditures on an ongoing basis will be for goods and services that must be purchased either from us, an Affiliate, an approved supplier, or another party according to our standards and specifications.

Does the franchisor charge a fee to evaluate a proposed supplier?

Yes

Item 6

The Franchisee will incur actual costs if and only if it requires more than three (3) hours to vet.

Can a franchisee propose a new supplier for the franchisor's approval?

Yes

Franchise agreement

If Franchisee desires to utilize any products or services that Franchisor has not approved (for products and services that require supplier approval), Franchisee shall first send Franchisor sufficient information, specifications and samples for Franchisor to determine whether the service or product complies with its…

Communications

Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?

Yes

Item 17

assign Franchisee’s telephone and facsimile numbers to Franchisor

Franchise management

Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?

Yes

Franchise agreement

Franchisor or its designee has the right, during normal business hours, to examine, copy and audit the books, records and tax returns of Franchisee.

Can the franchisor change the operations manual and brand standards unilaterally?

Yes

Item 17

Franchisor may modify the Confidential Operations Manual without Franchisee’s consent if the modification does not materially alter Franchisee’s fundamental rights.

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

Franchisee may not establish a presence on, or market using, the Internet, any website or Social Media (Facebook, LinkedIn, Twitter, YouTube, blogs, and other online social networks, wikis, forums, content sharing communities, etc.) in connection with the Franchised Business without Franchisor’s prior written consent.

Is a minimum grand opening advertising spend required?

Yes

Franchise agreement

Every month, Franchisee shall spend a minimum of $1,500 per month per territory starting in month 13 after opening on marketing that includes but is not limited to Search Engine Optimization and Pay Per Click Program, Retargeting, Review, Email, and Digital Marketing.

Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?

Yes

Franchise agreement

Every month, Franchisee shall spend a minimum of $1,500 per month per territory starting in month 13 after opening on marketing that includes but is not limited to Search Engine Optimization and Pay Per Click Program, Retargeting, Review, Email, and Digital Marketing.

Operations

Must the franchisee buy products from a designated distributor?

Yes

Item 8

Franchisees must use our designated vendor for all Accounts Payable and Accounts Receivable services.

Must equipment be purchased from designated or approved suppliers?

Yes

Item 8

Franchisees must use our designated vendor for all Accounts Payable and Accounts Receivable services.

Payments

Must the franchisee use a payment processor or merchant-services provider designated or approved by the franchisor?

Yes

Item 8

(10) Franchisees must use our designated vendor for all Accounts Payable and Accounts Receivable services.

Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?

Yes

Item 6

We require that all fees payable to us be paid through an electronic depository transfer account.

People

Does the franchisor require minimum staffing levels or specific roles?

Yes

Item 15

You must appoint a minimum of one certified manager for each territory or territories if they are contiguous (“Designated Manager”) to provide personal supervision of the Franchised Business, including but not limited to sales, administrative, operations and all additional necessary requirements as outlined in your…

Point of sale

Does the franchisor have independent access to the data in the franchisee's POS or computer system?

Yes

Franchise agreement

Franchisor shall have full access via internet connection, to all information generated and/or maintained in and by any software program or service Franchisee is required to or chooses to use to manage the Franchise Business.

Sales and CRM

Must the franchisee use a CRM system designated or approved by the franchisor?

Yes

Item 11

Use of our designated CRM system is mandatory.

Training

Can the franchisor charge the franchisee for additional, refresher or remedial training?

Yes

Franchise agreement

For any additional training and assistance, Franchisee shall pay the per diem fee then being charged to franchisees under the System for the services of such trained representatives, plus their costs of travel, lodging, and meals.

Is attendance at an annual convention or conference mandatory for the franchisee?

Yes

Franchise agreement

Franchisor may require Franchisee to attend the national conference and to pay Franchisor’s then-current registration fee.

The filing answers no to 3 questions
  • Is there a franchisee advisory council, association or committee?Item 20
  • Must the franchisee participate in a customer-satisfaction or net-promoter survey program?Franchise agreement
  • Must the franchisee participate in a regional advertising cooperative when one exists?Item 11

The vendor opportunity at Supply Pointe

Supply Pointe operates 11 professional-services locations — 9 franchised and 2 company-owned — with an average unit volume near $1,028,769 on a 4.25% royalty. Item 19 makes a financial performance representation, and unit count is up 50% year over year. The franchisor already runs a mandated technology stack, including a designated "technology system," which signals a network that takes its software choices seriously and centralizes them.

Who controls software purchasing

HubSpot, QuickBooks, and a designated technology system are all mandated centrally under Item 8, which puts purchasing authority with the franchisor's corporate development team rather than the 9 franchised operators, one of whom is mapped in Wisconsin.

Tech named in the FDD, and what is actually required

HubSpot and QuickBooks are both mandated under Item 8 — every location must use them. Facebook, Instagram, LinkedIn, TikTok, and Twitter/X are all named under Item 11, but none is required; they appear in the filing without being mandated.

Procurement, renewals, and timing

Item 8 puts Supply Pointe on an approved-supplier list: accounts payable and receivable services, the designated technology system, and specified computer hardware and software must come from the franchisor or an affiliate, with room to propose alternatives. Item 17 renewal requires full compliance, timely written notice, satisfaction of monetary obligations, current training, a general release, and the then-current franchise agreement, for another 10-year term.

How to read the Supply Pointe FDD

The 2025 FDD is filed with state franchise regulators. Use the embedded PDF viewer below to jump to Items 8, 11, and 17.

Talk to FranCloud for a ranked list of franchise systems like this one that fit your product.

Questions vendors ask

Supply Pointe, answered from the filing

With HubSpot, QuickBooks, and a designated technology system already mandated for every location under Item 8, purchasing authority runs through the franchisor's corporate development team rather than individual locations.
HubSpot and QuickBooks are both mandated under Item 8. Facebook, Instagram, LinkedIn, TikTok, and Twitter/X are named under Item 11 but not required.
11 total, split 9 franchised and 2 company-owned, in professional services, with unit count up 50% year over year.
An approved-supplier list under Item 8: accounts payable/receivable services, the technology system, and computer hardware and software must come from the franchisor or an affiliate, though alternatives can be proposed for approval.
The initial term is 10 years under Item 17, renewing on full compliance, timely notice, and the then-current franchise agreement. With 50% unit growth, expect most near-term deployments to follow new-location openings.
The 2025 FDD was filed with state franchise regulators. Use the embedded PDF viewer below to review Items 8, 11, and 17 directly.
Source

Read the filing itself

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Supply Pointe2025 FDDView only

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FDD alert

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

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

WI1

Ownership

The portfolio behind Supply Pointe

unknown of supply pointe holdings.

Related Professional services brands

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