QuickBooksIntuit
se a computer system including certain non-proprietary software. The following software meets our minimum requirements: Software Windows 11 Pre-loaded Adobe Acrobat Pro Office 365 QuickBooks Transworl
From the filings
+2.643% units YoYHQ-led decisions
Transworld
Professional servicesTransworld's Franchise Agreement requires every office to license the proprietary Transworld CRM Software as part of a Software and Supplies Package sole-sourced from the franchisor. The brand franchises 466 of its 467 US business-brokerage offices under United Franchise Group.
For software vendors selling into US franchise brands.
Live signals
Total units
467
466 franchised
Unit growth YoY
+2.643%
vs prior filing
AUV
$751K
Item 19, 2026
Royalty
10%
of gross sales
Ad fund
1%
national + local
Initial fee
$70K
per unit
Investment range
$114K–$144K
all-in, Item 7
Procurement
Approved supplier
from the filing
Non-compete
3 years
from the filing
Item 19
Claims
from the filing
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.
11%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
14 requirements the franchisor states in this filing, each in its own words; 9 explicit no's; 11 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 have unlimited independent access to all of the information that is stored in the databases maintained on your computers, through servers or the Transworld CRM software.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
for each of Your accounting years supply to Franchisor financial statements (including a balance sheet and profit and loss statement) for Your full accounting year prepared by Your accountant which shall be certified by You to Franchisor as correct.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
Our affiliate, Signarama, is a supplier of marketing materials and supplies.
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?
1Item 8
We estimate that your purchase of software, supplies, marketing materials and software maintenance services from us or that meet our specifications and standards will represent approximately 60% to 80% or more of the cost to establish the franchise business and less than 1% up to 10% of the cost to operate the…
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
You shall change and, if requested, assign to Franchisor, any listed telephone numbers, including cell phone numbers, fax numbers, and domain names and email addresses relating to the Agency
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
At Franchisor’s request, You shall also promptly transmit or send copies of Your books of account and such records to Franchisor (or any person, firm or company nominated by Franchisor) for review and inspection.
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
You agree to use Your best efforts to promptly comply (but no later than 30 days from delivery) with all revisions to the Operating Manual that may be made from time to time;
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesFranchise agreement
You shall not establish any website or social media account independently, except as Franchisor may specify, and only with Franchisor’s express written consent.
Is a minimum grand opening advertising spend required?
YesFranchise agreement
conduct an approved Grand Opening Promotion for Your Agency within 30 days prior or 120 days after its opening.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
We require you to pay these amounts and the Marketing Fund Contribution through electronic funds transfer or automatic withdrawal.
People
Does the franchisor require minimum staffing levels or specific roles?
YesItem 12
2) employing or contracting with at least two (2) agents in each Designated Marketing Area; and 3) hitting the following minimum Gross Revenues standards: a) $200,000 of Gross Revenues in your first year of operation; b) a) $350,000 of Gross Revenues in your second year of operation; and c) $500,000 of Gross Revenues…
Point of sale
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We will have unlimited independent access to all of the information that is stored in the databases maintained on your computers, through servers or the Transworld CRM software.
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesItem 11
You are required to use a computer system including certain non-proprietary software. The following software meets our minimum requirements: Software Windows 11 Pre-loaded Adobe Acrobat Pro Office 365 QuickBooks Transworld CRM Software
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesFranchise agreement
Franchisor shall have the right to require You to attend further training courses at any time during the Term of this Agreement
The filing answers no to 9 questions
- Must the franchisee use an accounting or bookkeeping system designated or approved by the franchisor?Item 11
- Is there a franchisee advisory council, association or committee?Item 11
- Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?Item 8
- Must the franchisor approve the franchisee's site or location before opening?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?Franchise agreement
- Must the franchisee buy products from a designated distributor?Item 8
- Must equipment be purchased from designated or approved suppliers?Item 8
- Is attendance at an annual convention or conference mandatory for the franchisee?Item 11
The vendor opportunity at Transworld
Transworld franchises 466 of its 467 US offices, with 1 company-owned, in the professional-services segment (business brokerage). Franchised outlets grew 2.643% year over year, and the Item 19 average of $751,102 covers all US franchisees open a full calendar year as of the end of 2025 who performed business brokerage services and reported royalties above the monthly minimum. Transworld operates under United Franchise Group, alongside sibling brands including Fully Promoted and Signarama.
Who controls software purchasing
Ray Titus serves as Manager of Transworld, and James Tatem as President — a plausible entry point for a system-wide software pitch. Brady Lee is Chief Operating Officer, and Todd Newton is Chief Financial Officer. The franchisor is the sole approved supplier of the Software and Supplies Package, including the proprietary Transworld CRM Software, and of the CRM's maintenance and the office's website and email hosting.
Tech named in the FDD, and what is actually required
Every office must license the Software and Supplies Package, which includes Transworld's proprietary CRM Software, and must maintain the internet web page, domain name and email addresses the franchisor supplies as part of that package. The franchisor cannot require a computer-system upgrade more often than once every three years. QuickBooks is included in that package, and each office must also run Windows 11, Adobe Acrobat Pro and Office 365.
Procurement, renewals, and timing
Item 8 runs an approved-supplier list: the franchisor is the only approved supplier for the Software and Supplies Package, CRM maintenance, and website and email hosting, while some other items can be purchased from a vendor of the franchisee's choice. Renewal requires notice of intent, full compliance with the Franchise Agreement, signing the then-current agreement for a renewal term the filing sets at 35 years, and a $5,500 renewal fee.
How to read the Transworld FDD
The embedded PDF viewer below holds Transworld's 2026 Franchise Disclosure Document, covering the CRM Software mandate and the Item 19 figure for the cohort of franchisees open a full year.
Talk to FranCloud for a ranked list of comparable professional-services franchise systems worth pitching next.
Questions vendors ask
Transworld, answered from the filing
Ray Titus serves as Manager of Transworld, and James Tatem as President — a plausible entry point for a system-wide software pitch. Brady Lee is Chief Operating Officer, and Todd Newton is Chief Financial Officer. Transworld operates under United Franchise Group.
Every office must license the Software and Supplies Package, including the proprietary Transworld CRM Software, sole-sourced from the franchisor along with its maintenance and the office's website and email hosting. QuickBooks is included in that package, and each office must also run Windows 11, Adobe Acrobat Pro and Office 365.
Transworld franchises 466 of its 467 US offices, with 1 company-owned, in the professional-services segment. Franchised outlets grew 2.643% year over year. Mapped operator data points to California, New York, Michigan, Georgia and New Jersey.
Transworld runs an approved-supplier list: the franchisor is the only approved supplier for the Software and Supplies Package, CRM maintenance, and website and email hosting, while some other items can be purchased from a vendor of the franchisee's choice.
Renewal requires notice of intent, full compliance with the Franchise Agreement, signing the then-current agreement for a renewal term the filing sets at 35 years, and a $5,500 renewal fee. Franchised outlets grew 2.643% year over year.
The embedded PDF viewer below contains Transworld's 2026 Franchise Disclosure Document, covering its CRM Software, supplier, and financial performance terms in full.
Source
Read the filing itself
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FDD alert
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Operator footprint
Who runs the locations
191 operators run 191 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit191
Top states by locations
| CA | 22 |
|---|---|
| NY | 15 |
| MI | 12 |
| GA | 10 |
| NJ | 9 |
Ownership
The portfolio behind Transworld
strategic_multibrand of United Franchise Group.
Sibling brands
Related Professional services brands
Primary franchise filings · updated September 2026. Every figure is source-traceable and QA-checked.