FacebookMeta
tribute or participate to on the same basis as the franchisees. Social Media and Internet Advertising You may wish to use Social Media Platforms (i.e., web-based platforms such as Facebook, X (formerl
From the filings
+22.222% units YoYHQ-led decisions
The Paterson Center
Professional servicesSoftware purchasing at The Paterson Center is controlled at the headquarters level by executives including CEO Jason Baker, CFO Zach Miller, and Chief of Client Success Stacey Pearson. The franchisor mandates Paterson systems, creating a locked tech environment for its 98-unit network. With 88 franchised locations and 22.2% year-over-year unit growth, the addressable market is expanding but tightly governed by HQ.
For software vendors selling into US franchise brands.
Live signals
Total units
98
88 franchised
Unit growth YoY
+22.222%
vs prior filing
AUV
—
Item 19, 2025
Royalty
—
of gross sales
Ad fund
—
national + local
Initial fee
$15K
per unit
Investment range
$20K–$107K
all-in, Item 7
Procurement
Standards based
from the filing
Item 19
No claims
from the 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.
InstagramMeta
as the franchisees. Social Media and Internet Advertising You may wish to use Social Media Platforms (i.e., web-based platforms such as Facebook, X (formerly Twitter), LinkedIn or Instagram and other
LinkedInLinkedIn
same basis as the franchisees. Social Media and Internet Advertising You may wish to use Social Media Platforms (i.e., web-based platforms such as Facebook, X (formerly Twitter), LinkedIn or Instagram
TwitterX
to on the same basis as the franchisees. Social Media and Internet Advertising You may wish to use Social Media Platforms (i.e., web-based platforms such as Facebook, X (formerly Twitter), LinkedIn or
Franchisor behaviours
What the franchisor requires
17 requirements the franchisor states in this filing, each in its own words; 8 explicit no's; 9 questions the text does not settle, which is not a no.
Accounting
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
We will not have access to your hardware, but we will have independent access to certain software systems you are required to use.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesFranchise agreement
We reserve the right to: (i) designate Approved Suppliers for any other products, services, branded items, signs, supplies, fixtures, inventory, tools and other services, assets, products, or materials utilized by you to operate your Franchise, which we may change, alter, or amend from time to time; (ii) name us or…
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesFranchise agreement
We reserve the right to: (i) designate Approved Suppliers for any other products, services, branded items, signs, supplies, fixtures, inventory, tools and other services, assets, products, or materials utilized by you to operate your Franchise, which we may change, alter, or amend from time to time;
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
Neither we nor our affiliates derive any income based on any required purchases or leases, including any required purchase or products or supplies, nor do we or our affiliates derive revenue, rebates, or other material consideration on any purchases or leases.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesFranchise agreement
and/or (iii) derive revenue from your required purchases ordered through us or our Approved Suppliers to the fullest extent permitted by applicable law.
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?
0Item 8
We estimate that the cost of required purchases and leases in relation to all purchases and leases to be made by you to be zero percent (0%).
Can a franchisee propose a new supplier for the franchisor's approval?
YesFranchise agreement
If you propose to substitute any Approved Suppliers or any Materials, Products or Services, you must notify us in writing and submit sufficient information, samples, and specifications to allow us to determine if the supplier and/or supplies meet our approved criteria.
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesFranchise agreement
8.4 PCI Compliance. If you accept credit card payments, you are required to maintain your 13 credit card processing hardware and software in compliance with the Payment Card Industry (“PCI”) Data Security Standard.
Franchise management
Must the franchisee participate in a customer-satisfaction or net-promoter survey program?
YesFranchise agreement
You must institute and honor all Paterson network satisfaction, loyalty and promotional programs that we require on the terms associated with such network programs, as we may require from time to time, and verify your compliance with all such programs in writing at our request.
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
We have the right at any time during your business hours, and upon five business days’ prior notice to you, to inspect and audit, or cause to be inspected and audited, your business, bookkeeping, accounting and invoicing records, sales and income tax records and returns, online bank accounts, online credit card…
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 11
We reserve the right to revise or modify the Operations Manuals to reflect new Franchise System Standards.
Marketing
Must the franchisee participate in a customer loyalty or rewards program?
YesFranchise agreement
You must institute and honor all Paterson network satisfaction, loyalty and promotional programs that we require on the terms associated with such network programs, as we may require from time to time, and verify your compliance with all such programs in writing at our request.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
you must operate and develop your Franchised Business in strict conformance with our methods, standards and specifications and obtain certain supplies, inventory, and advertising materials in strict compliance with our specifications and only from us, our affiliates or the authorized manufacturers, distributors…
Must equipment be purchased from designated or approved suppliers?
YesFranchise agreement
You must purchase items which cause LifePlan or StratOp sessions to be conducted in a reasonable manner (whiteboard, flip charts, markers, etc), certain designated Paterson branded items, other written and bound materials used with Clients during your Guide Services, and related products we designate from our…
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
All and any fees or amounts owed are payable in cash by wire transfer, ACH or such other form of payment reasonably acceptable to us.
Point of sale
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We will not have access to your hardware, but we will have independent access to certain software systems you are required to use.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
In connection with Refresher Training, we require a nonrefundable fee of Five Hundred Dollars ($500) to be paid in full prior to your attendance.
The filing answers no to 8 questions
- Is there a franchisee advisory council, association or committee?Item 11
- Must the franchisor approve the franchisee's site or location before opening?Item 8
- Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?Franchise agreement
- Is a minimum grand opening advertising spend required?Item 11
- Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?Item 11
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
- Does the franchisor require minimum staffing levels or specific roles?Franchise agreement
- Is attendance at an annual convention or conference mandatory for the franchisee?Item 11
The vendor opportunity at The Paterson Center
The Paterson Center operates 98 total units—88 franchised and 10 company-owned—with a year-over-year unit growth rate of 22.2%. For software vendors, the immediate addressable market is 98 locations, concentrated in at least Florida and Connecticut based on the operator footprint. The franchise network is young: the initial term is 3 years, and renewal terms run 1 year at a time, contingent on annual fees and good standing. No average unit volume (AUV) or royalty percentage is disclosed in the 2025 FDD. The operator base is small and non-multi-unit, with 2 mapped operators across approximately 2 located units, all in the 1-unit band. This means nearly every location decision flows through headquarters, not through large franchisee groups.
Who controls software purchasing
Purchasing authority sits at HQ. The 2025 FDD Item 1 lists four executives: Jason Baker (CEO and Partner), Zach Miller (CFO and Partner), Stacey Pearson (Chief of Client Success and Partner), and DeAnza Jarrett (President of Paterson Center). For a software vendor, the likely entry points are the CEO for strategic tools, the CFO for financial and operational platforms, and the Chief of Client Success for customer-facing or service-delivery technology. There is no parent company on file; the brand appears independently owned, which keeps the buying center compact and potentially more accessible than in a layered corporate structure.
Mandated and current tech stack
The 2025 FDD mandates Paterson systems. No other named technology vendors appear in the disclosure. This suggests a closed or heavily prescribed tech environment where any new software must integrate with or replace Paterson systems. Vendors pitching complementary or alternative solutions should be prepared to address compatibility and migration from the incumbent mandated stack. The absence of additional named systems in the FDD does not mean none exist, but it does mean the franchisor has chosen to disclose only Paterson systems as required technology.
Procurement, renewals, and timing
Item 8 of the 2025 FDD contains no procurement extract, so the franchisor’s model—whether designated supplier, approved supplier, or open—is not publicly signaled. This lack of disclosure means vendors should approach procurement as HQ-controlled until proven otherwise. Renewal conditions, outlined in Item 17, state that after completing required training and certification, a franchisee may pay an annual membership fee to retain the right to deploy the franchisor’s IP, provided they are in good standing and the franchisor is still offering and selling new franchises. The initial term is 3 years, and renewals are 1 year. With 22.2% unit growth, the system is in active expansion, which may create natural openings for software evaluation as new locations come online and existing agreements approach their 3-year mark.
How to read the The Paterson Center FDD
The 2025 Franchise Disclosure Document is the primary source for understanding The Paterson Center’s technology mandates, purchasing controls, and contractual rhythms. The embedded PDF viewer below contains the full filing. Key sections for software vendors include Item 1 (executives and ownership), Item 11 (mandated systems—here, Paterson systems), Item 8 (procurement restrictions, though none are extracted here), and Item 17 (renewal and term structure). Because the operator base consists entirely of single-unit franchisees, the FDD’s description of franchisee obligations effectively describes the technology requirements for the entire network. For a ranked target list of franchise systems aligned to your software category, FranCloud can help.
Questions vendors ask
The Paterson Center, answered from the filing
HQ controls purchasing. Key executives include CEO Jason Baker, CFO Zach Miller, Chief of Client Success Stacey Pearson, and President DeAnza Jarrett, per the 2025 FDD.
The 2025 FDD mandates Paterson systems. No additional POS or operational vendors are named in the disclosure.
98 total units: 88 franchised and 10 company-owned. The network spans at least Florida and Connecticut, with 22.2% year-over-year growth.
The 2025 FDD does not include an Item 8 procurement extract, so designated-supplier versus open procurement signals are not disclosed.
Initial franchise terms are 3 years. Renewals are 1-year terms contingent on annual fees and good standing. No specific contract window is disclosed.
The 2025 FDD is filed with state franchise regulators. You can review it directly in the embedded PDF viewer below.
Source
Read the filing itself
Every number on this page traces back to this document. Read it in full, 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.
We’ll email you the moment The Paterson Center files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
2 operators run 2 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit2
Top states by locations
| CT | 1 |
|---|---|
| FL | 1 |
Ownership
The portfolio behind The Paterson Center
unknown of paterson holdings.
Related Professional services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.