From the filings

HQ-led decisions

Valpak

Professional services

Software purchasing at Valpak is controlled at the corporate level, led by President and CIO Chris Cate. The system operates 138 total units (44 franchised, 94 company-owned) and mandates VPOffice® as its core operational platform, with Salesforce.com also in use. The addressable market for vendors is 44 franchised locations, as company-owned units likely fall under direct HQ IT control.

For software vendors selling into US franchise brands.

Live signals

Total units
138
44 franchised
Unit growth YoY
-8.333%
vs prior filing
AUV
—
Item 19, 2025
Royalty
—
of gross sales
Ad fund
—
national + local
Initial fee
$2K
per unit
Investment range
$80K–$201K
all-in, Item 7
Procurement
Franchisor controlled
from the filing
Non-compete
2 years
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.

SalesforceSalesforce
CrmItem 7

VPOffice® described in Item 11 under the heading “Computer Software.” See Item 11 for details. Valpak also offers you the option to purchase a license to use CRM Software known as Salesforce.com. The

ValassisValassis
MarketingItem 3

l not provide fulfillment services to or on behalf of Valassis Direct Mail, Inc., Vericast Corp., and their affiliates, related entities, parents, and subsidiaries (collectively, “Valassis”), unless V

ValpakValpak
MarketingItem 1

RANCHISOR AND ANY PARENTS, PREDECESSORS AND AFFILIATES The Franchisor and any Parents, Predecessors and Affiliates To simplify the language in this Franchise Disclosure Document, “Valpak” or “we” mean

Franchisor behaviours

What the franchisor requires

13 requirements the franchisor states in this filing, each in its own words; 6 explicit no's; 15 questions 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?

Yes

Franchise agreement

FRANCHISEE must use and adhere to the accounting, bookkeeping, recordkeeping, prospecting/client management, and similar systems specified by COMPANY from time to time in the Operating Procedures.

Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?

Yes

Item 11

Information entered into the VPOffice® system will only be accessible by the specific franchise office that created the data and by Valpak’s support staff, not by other franchise offices.

How the franchisor buys

Is the franchisor or an affiliate itself a supplier of required products, services or systems?

Yes

Item 8

Valpak is the only permitted source for the VALPAK® Envelopes and PlusOne, and Valpak is the only permitted source of the collating, inserting and mailing service provided to VALPAK® Franchisees.

Is there a franchisee advisory council, association or committee?

Yes

Item 20

The VALPAK Franchisees Association, Inc. is a Delaware corporation organized by Valpak’s franchisees.

Does the franchisor reserve the right to change designated suppliers or systems at any time?

Yes

Item 11

Valpak may modify any of the Operating Procedures at any time to reflect changes in its specifications, standards, policies and operating procedures for the VALPAK® System.

How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?

139487784

Item 8

For the fiscal year ended December 28, 2024, Valpak’s revenues from sales of required purchases by Franchisees were $139,487,784

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?

70

Item 8

approximately 70% of your total ongoing operating expenses for your Valpak franchise.

Communications

Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?

Yes

Item 17

assignment of phone numbers to Valpak.

Franchise management

Can the franchisor change the operations manual and brand standards unilaterally?

Yes

Item 11

Valpak may modify any of the Operating Procedures at any time to reflect changes in its specifications, standards, policies and operating procedures for the VALPAK® System.

Operations

Must the franchisee buy products from a designated distributor?

Yes

Item 8

Valpak is the only permitted source for the VALPAK® Envelopes and PlusOne, and Valpak is the only permitted source of the collating, inserting and mailing service provided to VALPAK® Franchisees.

Point of sale

Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?

Yes

Item 11

Valpak requires you to use a software program known as VPOffice®.

Does the franchisor have independent access to the data in the franchisee's POS or computer system?

Yes

Franchise agreement

Upon the expiration (without renewal) or earlier termination of this Agreement, COMPANY will have full access to all data input in the Software for any purpose whatsoever

Training

Can the franchisor charge the franchisee for additional, refresher or remedial training?

Yes

Franchise agreement

COMPANY may charge and FRANCHISEE will pay COMPANY’s then-current standard fees for furnishing such training programs.

The filing answers no to 6 questions
  • Must the franchisee participate in a customer-satisfaction or net-promoter survey program?Item 11
  • Must the franchisor approve the franchisee's site or location before opening?Item 11
  • Is a minimum grand opening advertising spend required?Item 7
  • 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 use a CRM system designated or approved by the franchisor?Franchise agreement
  • Is attendance at an annual convention or conference mandatory for the franchisee?Item 11

The vendor opportunity at Valpak

Valpak operates 138 total units, but the addressable market for third-party software vendors is the 44 franchised locations. The remaining 94 units are company-owned and likely provisioned and managed directly by the corporate IT team under CIO Chris Cate. The system contracted by 8.3% year-over-year, a signal that net-new unit growth is not a near-term driver. Instead, displacement of existing mandated systems or expansion within the corporate stack represents the primary opening.

Operators are concentrated in a handful of states, with Washington (7), Florida (5), Ohio (5), Virginia (4), and Kentucky (4) leading the footprint. The operator base is fragmented: 44 single-unit operators and only 4 multi-unit operators controlling 2–9 units each. No operator controls 10 or more units. This means any franchisee-facing sales motion must be highly efficient, as there are no large franchise groups to land-and-expand with.

Who controls software purchasing

Technology purchasing authority sits at the corporate level. Chris Cate holds the dual role of President and Chief Information Officer, making him the central figure for any enterprise software evaluation. The executive team is lean: CEO John Amato, CFO Matt Biasini, CRO Jay Loeffler, and CMO Mandy Febus round out the C-suite. For sales, marketing, or finance tools, the relevant functional leader will be a critical influencer alongside Cate.

Valpak appears independently owned, with no parent company on file. This simplifies the sales process—there is no private equity overlord or holding company IT shared-services group to navigate. Decisions are made within this single leadership team.

Mandated and current tech stack

The FDD mandates VPOffice® as the core operational platform for franchisees. Salesforce.com by Salesforce, Inc. is also named, indicating its use at the corporate level, and potentially as a recommended or required tool for franchisees in sales and customer relationship management. Any vendor pitching a competing CRM or operational system must be prepared to displace a deeply embedded, mandated solution.

No other specific technology systems—such as POS, payroll, or marketing automation—are disclosed in the available FDD extracts. This absence is itself a signal: if Valpak does not mandate a solution in a given category, the door may be open for franchisees to choose their own, or for HQ to be in the early stages of evaluating a new vendor.

Procurement, renewals, and timing

The procurement model is not detailed in the extracted FDD data. Item 8, which would specify whether Valpak uses a designated supplier, approved supplier list, or open procurement model, was not available. Vendors should clarify this directly during discovery.

Renewal cycles offer a potential trigger for technology evaluation. The initial franchise agreement runs for 10 years, and the renewal term is 5 years. To renew, franchisees must sign the then-current form of franchise agreement, which may be materially different from the original. This creates a natural inflection point where new technology mandates can be introduced. However, with only 44 franchised units and no concentrated renewal wave disclosed, timing is unpredictable.

How to read the Valpak FDD

The 2025 Valpak Franchise Disclosure Document is the definitive source for understanding the system’s technology requirements, fee structure, and contractual obligations. Item 11 will list all mandated technology systems and any associated costs. Item 8 defines the procurement and supply chain rules. The embedded PDF viewer below provides the full document for your due diligence. For a ranked target list of franchise systems matched to your software category, FranCloud can help.

Questions vendors ask

Valpak, answered from the filing

Chris Cate, President and Chief Information Officer, is the key technology decision-maker. The C-suite also includes CEO John Amato, CFO Matt Biasini, CRO Jay Loeffler, and CMO Mandy Febus, who may influence budget and departmental tools.
The FDD mandates VPOffice® as the core operational system. Salesforce.com by Salesforce, Inc. is also listed as a named technology vendor, indicating its use in sales or customer management.
Valpak has 138 total units, comprising 44 franchised and 94 company-owned locations. The system contracted by 8.3% year-over-year. Top states by operator footprint include Washington (7), Florida (5), and Ohio (5).
The specific procurement model is not disclosed in the most recent FDD. Item 8, which typically details designated or approved supplier requirements, was not extracted, so the level of franchisee purchasing autonomy is unknown.
The initial franchise term is 10 years, with a 5-year renewal term. With 44 franchised units and a recent unit contraction, renewal-driven tech evaluation windows will be sporadic. No specific upcoming contract cycle is detailed in the FDD.
The 2025 Valpak Franchise Disclosure Document is filed with state franchise regulators. You can review the full document using the embedded PDF viewer below to analyze Item 11 technology mandates and Item 19 financial performance representations.
Source

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Valpak2025 FDDView only

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The brands you can actually sell into, from the filings.

Operator footprint

Who runs the locations

46 operators run 48 mapped locations. 2 of them are multi-unit. Aggregate counts from the filing; no names.

Operators by units owned

Single-unit44
2–9 units2

Top states by locations

WA5
FL5
OH5
VA4
NY3

Ownership

The portfolio behind Valpak

unknown of clipper media holdings.

Related Professional services brands

Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.