BOR Restoration vs 76 Fence

BOR Restoration is the stronger opportunity and it’s not close. The dimension that dominates here is TAM: 71 franchised units versus 1. That’s a 71x larger addressable base right now, and every unit is a potential seat for POS, scheduling, and back-office tools. AUV north of $12.5M signals high transaction volume and operational complexity—exactly the conditions where software stickiness and expansion revenue thrive. The approved-supplier procurement model is the terrain advantage that seals it; you can sell directly to franchisees without a franchisor gatekeeper blocking the deal, and the 7% royalty leaves enough margin for owners to absorb a software line item without flinching.

The tradeoff is unit count trajectory. BOR Restoration’s -1.39% unit growth YoY means the installed base is shrinking slightly, so net-new logo velocity will depend on displacement, not greenfield. But at 71 units with a $12.5M AUV, even a flat or gently declining base delivers more software revenue potential than a two-unit concept with a $1.5M AUV and a franchisor-controlled procurement model that locks you out of direct sales. 76 Fence’s higher royalty (8%) and centralized procurement make it a closed door unless you win the franchisor first—a long, low-probability cycle for a brand with one franchised location.

Budget, timing, and terrain all tilt toward BOR Restoration. The lower initial franchise fee ($35K vs. $60K) and tighter investment band ($186K–$231K) suggest franchisees aren’t capital-starved after opening, so software budget conversations happen sooner. The 2026 FDD fiscal year also tells you the data is forward-looking, not stale. You can start booking meetings with owner-operators next week.

Verdict: BOR Restoration’s 71-unit, high-AUV, approved-supplier base is a ready-to-hunt software market; 76 Fence is a two-unit account with a locked gate.