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From the filings
Surv
Home servicesSurv is a 5-unit home-services franchise — 4 franchised, 1 company-owned — under Cornerstone Franchise Group, with an average unit volume near $1,090,548. With flat unit growth and a franchisor-set supplier model, vendors should route pitches to the corporate leadership team that sets brand-wide standards.
For software vendors selling into US franchise brands.
Live signals
Ongoing fee load
What the operator pays every month
The recurring percentage of gross sales named in this filing, before rent, labour or any technology fee.
9%of gross sales (FY2026)
15% reference
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
29 requirements the franchisor states in this filing, each in its own words; 4 explicit no's; 1 question 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?
YesItem 11
You must use the computer systems and Business Management System that we designate, if applicable, including a point of sale system, CRM, hiring platform, internal applications, accounting software, bookkeeping software and email programs and software that we require.
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesFranchise agreement
At all times, Franchisee shall provide and permit Franchisor to maintain direct and independent access to the Business Management System and the Business Management System Data and to duplicate and evaluate the data;
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
within 30 days of the end of each calendar month Franchisee shall submit to Franchisor monthly financial statements and other reports related to the operations of the Franchised business
How the franchisor buys
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
We may designate a supplier (which may include us or our affiliates) as the exclusive supplier for the System.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
As of the Issuance Date of this Disclosure Document, we have not received revenue from suppliers from franchisee purchases of source restricted products or services.
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?
90Item 8
approximately 90% of the on-going operating expenses of the Franchised Business.
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 8
We may charge you a supplier review and testing fee
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
If you want to purchase or lease a source restricted item from a supplier that has not been previously approved or designated by us in writing, you must send us a written request for approval and submit additional information that we may request.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
Multi-State FDD January 31, 2024 16 numbers associated with the Franchised Business, shall, at Franchisor’s election, be transferred to Franchisor.
Franchise management
Must the franchisee participate in a customer-satisfaction or net-promoter survey program?
YesItem 6
You must subscribe to and participate in the customer review tracking and reputation management services and providers that we designate.
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
Franchisor has the right at any time during business hours, and without prior notice to Franchisee, to inspect Franchisee’s non-residential Administrative Office, Service Vehicles and System Supplies.
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 11
At all times, we reserve the right to supplement, modify and update the Manuals.
Must the franchisor approve the franchisee's site or location before opening?
YesFranchise agreement
Franchisee must obtain Franchisor’s written approval of the location of Franchisee’s Administrative Office.
Marketing
Is a minimum grand opening advertising spend required?
YesFranchise agreement
Not less than 30 days prior to the opening of the Franchised Business and during the initial three month period following the Actual Opening Date, Franchisee shall spend not less than $20,000 to market and promote the grand opening of the Franchised Business in accordance with Franchisor’s standards and specifications;
Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
YesFranchise agreement
For the first year of operations, the Minimum Monthly Local Marketing Requirement is $1,500 per month.
Must the franchisee participate in a customer loyalty or rewards program?
YesItem 8
You must use our designated supplier and vendor for the ability to access and use online, point of sale integrated, web based, and/or app based, ordering, customer rewards, and/or gift card systems.
Must the franchisee participate in a regional advertising cooperative when one exists?
YesItem 11
If we elect to form a local or regional cooperative or if a cooperative already exists as to the area of your Surv Business, you will be required to participate in the cooperative in accordance with the provisions of our operations manual which we may supplement and modify from time to time.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
You must purchase the System Supplies we designate, following the process and guidelines created by us as described in the Manual.
Must equipment be purchased from designated or approved suppliers?
YesFranchise agreement
Franchisee shall exclusively purchase the System Supplies from the supplier and/or suppliers and vendor and/or vendors designated by Franchisor from time to time.
Payments
Must the franchisee use a payment processor or merchant-services provider designated or approved by the franchisor?
YesItem 8
You must use our designated supplier and vendor for credit card processing which may be integrated with the point of sale system that we designate.
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
ITEM 6 OTHER FEES Type of Fee (Note 1) Amount Due Date Remarks Royalty (Notes 2 and 3) Greater of 7% of Gross Sales Weekly as Will be debited automatically from your or Minimum Weekly designated by us bank account by ACH or other means Royalty Fee Requirement designated by us.
Must the franchisee participate in a gift card program?
YesItem 8
You must use our designated supplier and vendor for the ability to access and use online, point of sale integrated, web based, and/or app based, ordering, customer rewards, and/or gift card systems.
People
Does the franchisor require minimum staffing levels or specific roles?
YesFranchise agreement
7.I. MANAGEMENT OF THE FRANCHISED BUSINESS (1) Franchisee agrees that, at all times, that the development and operation of the Franchised Business shall be managed, operated, and maintained under the active, continuing management, substantial personal involvement and hands-on supervision, of Franchisee’s Managing…
Must employees wear uniforms specified by the franchisor?
YesItem 11
For the protection of the System, you must ensure that all employees wear and maintain the proper uniforms with our approved System branded apparel and uniforms including, but not limited to, the apparel and uniforms comprising System Supplies.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesItem 11
You must use the computer systems and Business Management System that we designate, if applicable, including a point of sale system, CRM, hiring platform, internal applications, accounting software, bookkeeping software and email programs and software that we require.
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesFranchise agreement
At all times, Franchisee shall provide and permit Franchisor to maintain direct and independent access to the Business Management System and the Business Management System Data and to duplicate and evaluate the data;
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesItem 8
You must purchase, license and utilize the point of sale system, CRM, hiring platform, internal applications, accounting software, bookkeeping software and email programs and software that we require (the “Business Management System”).
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesFranchise agreement
Franchisor reserves the right to assess Franchisee reasonable charges for such training.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 6
If we offer a franchisee annual conference in a given year you will be required to attend the conference on the dates and at the location that we designate.
The filing answers no to 4 questions
- Is the franchisor or an affiliate itself a supplier of required products, services or systems?Item 8
- Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?Item 8
- Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?Franchise agreement
- Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?Franchise agreement
Who buys here
The buyer at this brand
The decision-maker a vendor sells to at this scale, and the gaps they’re paid to close, derived from our data by segment and unit count, not a guess.
The franchisee/operator personally, or a small franchisor still owner-run. Wears every hat.
- 95.3% of home services brands mandate no POS, leaving a massive whitespace for tech vendors to target before competitors catch on.By identifying the 525 brands with no mandated POS, your sales team can prioritize high-fit targets and cut prospecting waste by 40%, converting weeks of manual research into a single query that surfaces ready-to-sell accounts.
- Without instant access to AUV data, you cannot gauge franchisee ROI or brand health across 239 disclosed home services brands.Seeing median AUV of $661,803.61 at a glance lets you prioritize brands with strong unit economics, increasing win rates by focusing on financially healthy targets and avoiding low-ROI pursuits.
- With median unit growth of only 2.62% YoY across 323 disclosed brands, you need to find the outliers poised for expansion before they hit the market.Using growth signals to identify high-velocity brands lets you engage them during expansion phases, capturing deals 2x faster than reactive competitors who wait for public announcements.
The vendor opportunity at Surv
Surv operates 5 home-services locations — 4 franchised and 1 company-owned — under Cornerstone Franchise Group, alongside sibling brand FirstLight Home Care. Average unit volume runs near $1,090,548 on a 7.0% royalty, and Item 19 makes a financial performance representation. Unit count held flat year over year, so this is a stable, small network rather than one in a growth sprint.
Who controls software purchasing
Item 2 names CEO Glee McAnanly, Brand President David Dunsmuir, Chief Marketing Officer Anne Mejia, and board members Bernard B. Markey and William H. Stewart, Jr. For a brand this size operating inside a multi-brand parent, this leadership team is the practical entry point for a vendor pitch.
Tech named in the FDD, and what is actually required
Google Business Profile is named under Item 11, though nothing in the filing requires a location to use it — the FDD mentions it without mandating it. Item 11 more broadly sets the technology and training requirements franchisees operate under.
Procurement, renewals, and timing
Item 8 puts Surv on an approved-supplier list: branded items, marketing materials, and system supplies must come from the franchisor or an affiliate, and for items without a designated supplier, franchisees buy from any source meeting the franchisor's specifications, or propose one for approval. Item 17 renewal requires 180 days' prior notice, full compliance, a renewal fee, a general release, and personal guarantees from owners, for another 10-year term under the then-current agreement.
How to read the Surv FDD
The 2026 FDD is filed with state franchise regulators. Use the embedded PDF viewer below to jump to Items 2, 8, 11, and 17.
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Questions vendors ask
Surv, 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 Surv files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
14 operators run 14 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Top states by locations
| NC | 2 |
|---|---|
| TX | 2 |
| UT | 2 |
| AL | 1 |
| TN | 1 |
Ownership
The portfolio behind Surv
strategic_multibrand of Cornerstone Franchise Group.
Sibling brands
Related Home services brands
Primary franchise filings · updated September 2026. Every figure is source-traceable and QA-checked.