Supply Pointe vs ActionCOACH

ActionCOACH is the stronger software-sales opportunity right now, and it’s not close. The dimension that wins is TAM. With 128 franchised units versus Supply Pointe’s 9, you’re looking at a 14x larger installed base to sell into immediately. Even if you close only a fraction of those units, the aggregate contract value dwarfs what you could realistically extract from Supply Pointe’s tiny footprint. The royalty rate tells the story on budget: ActionCOACH operators are handing over 15% off the top, which means they’re either running lean enough to absorb that or desperate for efficiency gains your software can sell against. Supply Pointe’s 4.25% royalty suggests healthier unit economics, but that’s theoretical budget in a pool of 9 buyers.

The meaningful tradeoff is AUV versus scale. Supply Pointe’s $1M+ AUV is genuinely attractive—these are higher-revenue operations with more transaction volume and likely more complex scheduling and back-office needs. But that advantage collapses when you map it to total addressable revenue. ActionCOACH’s system-wide revenue is roughly $30M (128 × $235K) versus Supply Pointe’s $9.3M (9 × $1.03M). You’re fishing in a pond with 3x the total revenue and 14x the number of decision-makers. On timing, ActionCOACH’s current FDD filing signals an active, compliant franchisor that’s still investing in growth, while Supply Pointe’s overdue filing introduces procurement friction and potential organizational distraction. Approved-supplier models on both sides mean you’ll need to win franchisor buy-in regardless, but ActionCOACH’s larger base justifies that effort.

Verdict: ActionCOACH wins on sheer TAM and timing, making it the higher-probability, higher-ceiling target despite weaker per-unit economics.