Nextaff vs ActionCOACH

ActionCOACH gives us a 4x larger total addressable market—128 units versus Nextaff’s 31—and every single one is franchised, so there’s no corporate-owned dead weight. That unit count translates directly into seat count for a multi-location POS, scheduling, and back-office stack. The FDD is current (2026), meaning compliance and vendor onboarding won’t stall on stale disclosures, and the approved-supplier procurement model is open: no forced corporate purchasing that locks us out. The tradeoff is painfully low AUV ($236k). That’s a budget constraint—these franchisees won’t write big checks for premium software. But volume and uniformity (all franchised, same operating model) let us sell a lean, high-margin product once and deploy across the whole system with minimal customization cost.

Nextaff’s AUV ($2.07M) is eye-popping and signals real budget per location. The problem is everything else. Unit count is microscopic, and the -9.7% year-over-year unit contraction tells us the system is shrinking, not growing—