HubSpot Sales Certification
Supporting Strategies
Financial servicesSoftware 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.
HubSpot Sales Certification
QuickBooks Online ProAdvisor Certification
QuickBooks Online ProAdvisor Certification
access to the Virtual Cloud, at your cost
Lease to you and each of your staff either a Virtual Key
WorkPlace team management software, which handles the aspects of the day-to-day components
Live signals
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
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FDD alert
Tell me when this brand refiles.
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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
Top states by locations
| FL | 8 |
|---|---|
| MN | 7 |
| IL | 6 |
| NJ | 6 |
| TX | 4 |
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Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.