EverLine Coatings and Services vs 76 Fence

76 Fence posts an AUV north of $1.5M—nearly 2.3x EverLine’s per-unit revenue. On budget alone, each location represents a fatter software wallet: more seats, more transactions, more appetite for premium modules (scheduling, automated marketing, inventory). But budget only matters if you can access it. Here, the franchisor-controlled procurement model freezes you out from selling directly to the franchisee; you’d need to win the franchisor’s central mandate first, then convert exactly one franchised unit. That’s a two-unit TAM with a gatekeeper in front of it.

EverLine Coatings wins where it counts for a land-and-expand play. TAM: 87 open franchised units, all growing at over11% YoY—a motion that compounds quarter over quarter. Terrain: an approved-supplier model means every franchisee is a free agent who can buy your software without corporate blessing. Timing: a