HQ-led decisions

Supporting Strategies

Financial services

Software purchasing decisions at Supporting Strategies are controlled at the headquarters level, with President & Chief Product Officer Brian Peddle and CEO Leslie Jorgensen identified as key executives. The franchise system mandates a specific, narrow tech stack including HubSpot and QuickBooks Online. The addressable market consists of 67 franchised locations, though the system contracted by over 20% year-over-year.

Mandated & recommended tech

The systems vendors compete with

7 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, Inc.
Mandatory
CrmItem 11

HubSpot Sales Certification

HubSpot Sales CertificationHubSpot, Inc.
Mandatory
CrmItem 11

HubSpot Sales Certification

QuickBooks OnlineIntuit Inc.
Mandatory
AccountingItem 11

QuickBooks Online ProAdvisor Certification

QuickBooks Online ProAdvisor CertificationIntuit Inc.
Mandatory
AccountingItem 11

QuickBooks Online ProAdvisor Certification

Virtual Cloud
Mandatory
Proprietary systemItem 11

access to the Virtual Cloud, at your cost

Virtual Key
Mandatory
Proprietary systemItem 11

Lease to you and each of your staff either a Virtual Key

WorkPlace team management software
Mandatory
Proprietary systemItem 11

WorkPlace team management software, which handles the aspects of the day-to-day components

Live signals

Total units
68
67 franchised
Unit growth YoY
-20.238%
vs prior filing
AUV
Item 19, 2025
Royalty
10%
of gross sales
Ad fund
2%
national + local
Initial fee
$60K
per unit
Investment range
$75K–$98K
all-in, Item 7
Procurement
Franchisor controlled
from the filing

The vendor opportunity at Supporting Strategies

Supporting Strategies presents a compact but specific opportunity for software vendors. The system consists of 68 total units, 67 of which are franchised, with a single company-owned location. This is a sharp contraction from the prior year, with a year-over-year unit growth rate of -20.2%. The franchise is headquartered in Massachusetts and operates primarily through a network of single-unit operators. Of the 67 mapped franchisees, only 4 are multi-unit operators, and none control more than 9 locations. The top states by unit count are Florida (8), Minnesota (7), Illinois (6), New Jersey (6), and Texas (4).

For a vendor, the addressable market is the 67 franchised locations. The system's standard royalty is 10.0% of gross revenue, and the initial franchise term runs for 10 years. Average unit volume (AUV) is not disclosed in the most recent FDD.

Who controls software purchasing

Purchasing authority at Supporting Strategies is concentrated at the franchisor level. The 2025 FDD identifies Leslie Jorgensen as Managing Member and Chief Executive Officer, and Brian Peddle as President & Chief Product Officer. For a software vendor, the Chief Product Officer is the most logical entry point for any technology pitch. The board includes Stephen L. Watson, David Linton, and Charles L. Popkin, but day-to-day product and technology decisions are expected to route through Peddle's office. There is no parent company on file; the brand appears to be independently owned.

Mandated and current tech stack

The FDD is unusually explicit about the technology franchisees must use. The mandated stack is built around HubSpot, Inc. and Intuit Inc. products. Specifically, franchisees are required to use HubSpot and obtain the HubSpot Sales Certification. On the accounting side, QuickBooks Online and the QuickBooks Online ProAdvisor Certification are both mandated. The system also requires three additional pieces of software: Virtual Cloud, Virtual Key, and WorkPlace team management software. This is a locked-down environment. Any vendor selling adjacent or replacement tools must be prepared to integrate with or displace one of these named systems.

Procurement, renewals, and timing

The FDD does not include an extract for Item 8, so the formal procurement model—whether designated supplier, approved supplier, or open—is not disclosed. This lack of transparency means vendors should assume a centralized, HQ-controlled process until proven otherwise. On the renewal side, the franchise agreement offers some timing signals. The initial term is 10 years. Franchisees in good standing can renew for one additional 5-year term, provided they give timely notice, are not in default, and have not received three or more default notices during the prior term. Critically, the renewal requires signing a new franchise agreement that may have materially different terms, including royalty rates. This creates a potential re-evaluation point for technology every 5 to 10 years, though the system's recent unit contraction suggests new unit sales are currently slow.

How to read the Supporting Strategies FDD

The full 2025 Franchise Disclosure Document is available below. It contains the legal and operational detail you need to qualify Supporting Strategies as a target account. Focus on Item 11 for the complete list of mandated technology and certifications, and Item 1 for the leadership team that controls purchasing. The document is filed with state franchise regulators and provides the factual foundation for any outbound strategy. For a ranked target list that compares this franchise against others in financial services, FranCloud can help.

Questions vendors ask

Supporting Strategies, answered from the filing

The 2025 FDD lists Brian Peddle, President & Chief Product Officer, and Leslie Jorgensen, CEO, in leadership. Product and technology decisions likely route through Peddle's office.
The FDD mandates HubSpot, HubSpot Sales Certification, QuickBooks Online, QuickBooks Online ProAdvisor Certification, Virtual Cloud, Virtual Key, and WorkPlace team management software.
The system has 68 total units: 67 franchised and 1 company-owned. This represents a 20.2% decline in units from the prior year.
The procurement model is not disclosed in the most recent FDD. Item 8 contains no extract regarding designated or approved suppliers.
The initial franchise term is 10 years. Franchisees in good standing can renew for one additional 5-year term, subject to a new agreement with potentially different terms.
The 2025 FDD is filed with state franchise regulators. You can review the full document in the embedded PDF viewer below.
Source

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Operator footprint

Who runs the locations

67 operators run 71 mapped locations — 4 of them are multi-unit. Aggregate counts from the filing; no names.

Operators by units owned

Single-unit63
2–9 units4

Top states by locations

FL8
MN7
IL6
NJ6
TX4

Related Financial services brands

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