Express Modular Franchising vs 76 Fence

Express Modular Franchising is the stronger opportunity right now, and it wins on TAM and terrain. With 12 total units and 10 franchised locations—versus 76 Fence’s 2 and 1—you’re looking at a base of 10 potential software seats today, not 1. That’s a 10x larger immediate addressable market, and the 100% year-over-year unit growth signals a franchise system in active expansion mode, which means a steady pipeline of new locations needing POS, scheduling, and back-office tools. A $1.54M AUV at 76 Fence is attractive on paper, but a single franchised unit doesn’t give you enough shots on goal to build a reference base or justify a dedicated sales motion.

The terrain advantage seals it. Express Modular’s approved-supplier procurement model means franchisees have autonomy to choose their own software stack, so you can sell directly to owners without fighting through a franchisor-mandated vendor lock-in. 76 Fence’s franchisor-controlled procurement is a closed door unless you win a corporate-level deal—a long, low-probability cycle for a two-unit brand. The lower 3% royalty at Express Modular also leaves more operator margin on the table for technology spend, offsetting the AUV gap. The tradeoff is that 76 Fence’s higher per-unit revenue might yield a fatter per-seat contract, but volume and access matter more when you’re building a repeatable franchise sales engine.

Verdict: Express Modular Franchising offers the scale, growth trajectory, and open procurement you need to turn franchise sales into a repeatable motion, while 76 Fence is a high-revenue dead end locked behind corporate control.