13. Performing marketing and promotions in your Territory by spending the Prepaid Marketing Fund on initiatives that directly promote the formation of new C12 Business Forums in your Territory. Prepaid Marketing expenditures that qualify for payment include C12 Direct Mail Campaigns related to C12 introductory events or meetings, procurement of qualifying lists of leads, local advertising, banners and other displays for exhibiting, event sponsorships, and e- marketing. The use of the Prepaid Marketing Fund and percentage used for different approved expenditures vary for each individual practice and Chair. You are to follow the C12 Brand Standards Guide. Items which do not qualify include software related to contact or customer relationship management, regular subscriptions (e.g., Constant Contact), food and beverage, catering, organizational membership dues, space rental for events or meetings, audio-visual equipment, and general supplies. Upon your submission of written requests with applicable documentation, C12 will reimburse you for your out-of-pocket expenditures on qualifying Prepaid Marketing Expenditures up to the limit of the balance available in the Prepaid Marketing Fund. C12 will make payments directly to vendors in the cases where C12 administers the marketing initiative on your behalf. You are not precluded from spending on non-qualifying marketing items or spending amounts greater than the $10,000 Prepaid Marketing Fund, but such costs will be borne solely by you. C12 will provide you with a periodic Prepaid Marketing Fund financial statement upon your request. C12 audits the Prepaid Marketing Fund account monthly. C12 uses the Prepaid Marketing Fund to solicit for new franchisees. For the purpose of promoting the formation of new C12 forums, C12 requires you spend the full prepaid marketing fund within 18 months of the execution of this agreement, and any unspent amounts will be forfeited as of that date.
From the filings
The C12 Group
Professional servicesSoftware purchasing at The C12 Group is driven by its franchisor leadership in Texas, with named executives including the President/CEO and VP of Marketing & Operations. The 2026 FDD names Constant Contact in Item 11, and the system consists of 74 franchised units with no company-owned locations. Vendors should treat this as a small, centralized professional-services franchise where HQ-level relationships and renewal cycles shape the sales window.
For software vendors selling into US franchise brands.
Live signals
Ordinary royalty terms
Complete royalty terms unconfirmed
Complete royalty terms are not confirmed for the selected 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.
The vendor opportunity at The C12 Group
The C12 Group operates 74 franchised units, all franchised with no company-owned locations. Franchised outlets grew 10.448% year over year. The system is a professional-services franchise headquartered in Texas, serving CEO and Key Player members through a structured business model. For software vendors, the addressable market is small but centralized: 74 franchisees operating under a franchisor that controls compliance, training, and business-model updates.
Item 19 of the FDD makes a financial performance representation, but no average unit volume figure is stated here. Vendors should review the filing directly for the cohort-specific numbers.
Who controls software purchasing
Item 2 names the leadership team: Michael W. Sharrow (President, Chief Executive Officer & Board Director), Michele Jech (Vice President of Marketing & Operations), Sérgio Damiani (Vice President of Global Field Operations), David Dunkel (Board Director & Chairman of the Board), and Rod Smith (Board Director). The franchisor's annual compliance update process gives HQ significant influence over franchisee operations, including technology adoption. Vendors should target the President/CEO and VP of Marketing & Operations for initial conversations.
Tech named in the FDD, and what is actually required
Item 11 of the FDD names Constant Contact. The filing does not identify any other technology systems in the inputs provided. Vendors should read Item 11 in the full FDD below to understand the exact technology requirements and training obligations.
Procurement, renewals, and timing
Item 8 establishes a specifications-only supplier model: franchisees may purchase from any supplier that meets the standards, except for New Member Registration Kits, which must be bought from C12 at flat fees for each CEO Member and Key Player Member. Monthly meeting materials must comply with C12's specifications.
Item 17 provides unlimited twelve-month renewal terms. To renew, franchisees must be in compliance with performance expectations, training, and financial obligations, and must sign a Franchise Compliance Administrative Update letter each year. These updates may include materially different terms and conditions from the original contract. There is no renewal fee, but franchisees must give ninety days' notice if they choose not to renew. This annual update cycle creates a recurring window for software vendors to engage franchisees and the franchisor.
How to read the The C12 Group FDD
The embedded PDF viewer below contains the brand's 2026 Franchise Disclosure Document. Review Item 2 for leadership, Item 8 for supplier restrictions, Item 11 for technology and training, Item 17 for renewal terms, and Item 19 for financial performance. For a ranked target list of franchise systems that fit your software, talk to FranCloud.
Ordinary royalty terms
Complete royalty terms are not confirmed.
Questions vendors ask
The C12 Group, answered from the filing
Read the filing itself
Read the original document for the filing figures and their terms, page by page. Buy the original PDF to download, search, and annotate it.
View only A one-time purchase: the original filing, yours to keep.
FDD alert
Tell me when this brand refiles.
Request an email alert when a newer filing for The C12 Group is available.
Related Professional services brands
Primary franchise filings · updated October 2026. Read the original filing for definitions, conditions, and qualifications.