Clover
Mandatory(Two (2) terminals, two (2) mounts, two (2) cash drawers, three (3) thermal printers, two (2) payment devices). In addition, a laptop computer and printer are required. Software: Clover POS monthly se
From the filings
+38.462% units YoYHQ-led decisions
Bagel Boss
Quick service restaurantSoftware purchasing at Bagel Boss is controlled at the headquarters level, where Founder Adam Todd Rosner and CEO/CMO Andrew Hazen oversee operations for a compact but high-AUV system. The brand mandates Clover by Fiserv for POS, accounting, and operations reporting, creating a defined tech environment for vendors. With 18 franchised locations and 38.5% year-over-year unit growth, the addressable market is small but expanding rapidly.
For software vendors selling into US franchise brands.
Live signals
Total units
19
18 franchised
Unit growth YoY
+38.462%
vs prior filing
AUV
$2.16M
Item 19, 2024
Royalty
5%
of gross sales
Ad fund
1%
national + local
Initial fee
$40K
per unit
Investment range
$510K–$1.18M
all-in, Item 7
Procurement
Franchisor controlled
from the filing
Non-compete
2 years
from the filing
Item 19
Claims
from the filing
Ongoing fee load
What the operator pays every month
The recurring percentage of gross sales named in this filing, before rent, labour or any technology fee.
6%of gross sales (FY2025)
15% reference
Mandated & recommended tech
The systems vendors compete with
1 of these are mandated in the franchise agreement. Each is named in Item 11 of the filing, the incumbents a challenger must displace or integrate with.
Facebook
ment. If feasible, you may do cooperative advertising with other Bagel Boss franchisees in your area, with our prior written approval. You may not maintain any business profile on Facebook, Twitter, L
Instagram
rtising with other Bagel Boss franchisees in your area, with our prior written approval. You may not maintain any business profile on Facebook, Twitter, LinkedIn, YouTube, TikTok, Instagram or any oth
LinkedIn
you may do cooperative advertising with other Bagel Boss franchisees in your area, with our prior written approval. You may not maintain any business profile on Facebook, Twitter, LinkedIn, YouTube, T
TikTok
ive advertising with other Bagel Boss franchisees in your area, with our prior written approval. You may not maintain any business profile on Facebook, Twitter, LinkedIn, YouTube, TikTok, Instagram or
Twitter
easible, you may do cooperative advertising with other Bagel Boss franchisees in your area, with our prior written approval. You may not maintain any business profile on Facebook, Twitter, LinkedIn, Y
YouTube
cooperative advertising with other Bagel Boss franchisees in your area, with our prior written approval. You may not maintain any business profile on Facebook, Twitter, LinkedIn, YouTube, TikTok, Inst
Franchisor behaviours
What the franchisor requires
22 requirements the franchisor states in this filing, each in its own words; 2 explicit no's; 10 questions the text does not settle, which is not a no.
Accounting
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
We reserve the right to have independent access to your sales information and customer data generated by and stored in your system.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
Within thirty (30) days after the close of each calendar quarter and within ninety (90) days after the close of each fiscal year, Franchisee will furnish Franchisor a full and complete written statement of income and expense and a profit and loss statement for the operation of the Franchised Business during said…
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
Andrew Hazen owns BB Factory, LLC. BB Factory, LLC is a required supplier of bagels.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
In the fiscal year ended December 31, 2024, Bagel Boss Franchising earned a total of $552,451.22 in revenue and $0 of that revenue was derived from required purchases and leases by franchisees.
Item 8 gives this proportion in one of two shapes: separate percentages for establishing the business and for operating it, or one figure covering "establishing and operating" together. Where they are separate, answer with the operating percentage; where the passage gives only the combined figure, answer with that. What percentage of the franchisee's purchases must come from designated or approved suppliers?
40Item 8
We estimate that your purchase or lease of products, supplies and services from approved suppliers (or those which meet our specifications) will represent approximately between 40% and 60% of your costs to establish your Franchised Business and approximately 40% of your costs for ongoing operation.
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 8
If you request that we approve a proposed item or supplier, we will charge you the cost and expenses to do so.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
If you would like us to consider another item or supplier, you must make such request in writing to us and have the supplier give us samples of its product or service and such other information that we may require.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
Upon the expiration or termination of this Agreement, Franchisor may exercise its authority, pursuant to such documents, to obtain any and all of Franchisee’s rights to the telephone numbers of the Franchised Business and all related telephone directory listings and other business listings, and all Internet listings…
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesItem 11
conduct inspections of your Franchised Business, at the frequency and duration that we deem advisable.
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
Franchisor may from time to time revise the contents of the Manual and other materials created or approved for use in the operation of the Franchised Business.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 11
Within 180 days of signing the Franchise Agreement, you must submit a written request for approval to us describing the proposed location and providing other information about the site that we reasonably request.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesFranchise agreement
Franchisee shall not establish any website or other listing on the Internet except as provided and specifically permitted herein.
Is a minimum grand opening advertising spend required?
YesItem 11
During the period thirty (30) days prior to opening and sixty (60) days after opening you must spend a minimum of $6,000 on Grand Opening marketing activities.
Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
YesItem 11
We require you to spend one percent a minimum of (1%) of gross monthly revenue on local marketing and advertising activities per month.
Must the franchisee participate in a regional advertising cooperative when one exists?
YesItem 11
If a cooperative is established during the term of your Franchise Agreement, you must sign all documents we request and become a member of the cooperative according to the terms of the documents.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
You must purchase all equipment, inventory, supplies and services from our designated suppliers and contractors or in accordance with our specifications.
Must equipment be purchased from designated or approved suppliers?
YesItem 8
You must purchase all equipment, inventory, supplies and services from our designated suppliers and contractors or in accordance with our specifications.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
At Franchisor’s request, Franchisee must execute documents that allow Franchisor to automatically take the Royalty Fee and Brand Fund Contribution due as well as other sums due Franchisor, from business bank accounts via electronic funds transfers.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesFranchise agreement
You are required to use the ePAT POS system under our account.
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We reserve the right to have independent access to your sales information and customer data generated by and stored in your system.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesFranchise agreement
Franchisor reserves the right to impose a reasonable fee for all additional training programs.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesFranchise agreement
If Franchisor holds an annual convention or meeting, Franchisee’s attendance and payment of a Conference Fee up to Two Thousand Dollars ($2,000) is mandatory.
The filing answers no to 2 questions
- Must the franchisee use an accounting or bookkeeping system designated or approved by the franchisor?Franchise agreement
- Is there a franchisee advisory council, association or committee?Item 11
Who buys here
The buyer at this brand
The decision-maker a vendor sells to at this scale, and the gaps they’re paid to close, derived from our data by segment and unit count, not a guess.
The franchisee/operator personally, or a small franchisor still owner-run. Wears every hat.
OwnerCEOPresidentPrincipal
- 41.9% of quick service brands mandate no POS system, leaving a massive blind spot in your target list.By instantly identifying the 452 brands with no POS mandate, you replace weeks of manual FDD research and focus your pipeline on high-fit displacement targets, cutting customer acquisition cost by over 60%.
- Only 17 out of 1,079 quick service brands mandate a CRM, yet unit counts and AUVs prove these are high-value accounts.Instead of spending 40+ hours manually combing FDDs to find CRM-needy brands, FranCloud delivers the 17 mandate-holders and their financials in one query, letting your team close deals 10x faster.
- 97.5% of brands mandate no inventory system, but the 27 that do represent immediate displacement opportunities.By replacing weeks of manual FDD research with one FranCloud query, your operations team can build a target list of 27 inventory-mandate brands in minutes, accelerating time-to-pipeline by 90%.
The vendor opportunity at Bagel Boss
Bagel Boss is a quick-service restaurant concept headquartered in Florida with 19 total units, 18 of which are franchised. The brand reported an average unit volume of $2,157,231.95 in its 2025 Franchise Disclosure Document. While the system is small by national standards, its 38.5% year-over-year unit growth signals an expanding footprint that may interest software vendors targeting emerging franchise chains.
The addressable market for software sales is 18 franchised locations, as the single company-owned unit likely follows the same technology mandates set by headquarters. The royalty rate is 5.0% of gross sales, and the initial franchise term runs 10 years. These economics suggest operators have margin to invest in efficiency tools, provided the franchisor approves.
Who controls software purchasing
The 2025 FDD lists three executives in Item 1: Founder Adam Todd Rosner, CEO and CMO Andrew Hazen, and Head Trainer Alex Rosner. For software vendors, the primary buying center sits with Rosner and Hazen, who hold the top leadership roles. There is no CIO or dedicated technology officer named in the disclosure, meaning purchasing decisions likely route through the founder and CEO directly.
This centralized structure means vendors must engage headquarters rather than individual franchisees. The mandated technology stack reinforces HQ control: franchisees are required to use specific systems, leaving little room for location-level software adoption without corporate approval.
Mandated and current tech stack
Bagel Boss mandates Clover by Fiserv, Inc. across its system. The required package includes the Clover POS monthly service and accounting package, a broader Clover POS Package, and an operations audit and financial reporting software. These are named in the FDD as mandatory, not merely recommended.
For vendors selling adjacent or replacement technology, this creates both a barrier and an opportunity. The Clover ecosystem is deeply embedded, covering point-of-sale, accounting, and operational reporting. Any competing solution would need to demonstrate clear superiority and gain HQ buy-in. Conversely, vendors offering integrations with Clover or complementary tools that sit alongside it may find a more receptive audience.
Procurement, renewals, and timing
Item 8 of the 2025 FDD does not provide an extract on procurement restrictions, so the specific supplier approval process is not publicly detailed. However, the existence of mandated technology implies a closed or highly controlled procurement environment. Vendors should assume that any software purchase requires franchisor sign-off.
Renewal timing offers a potential entry point. The initial franchise term is 10 years, and Item 17 outlines renewal conditions: franchisees must be in good standing, provide written notice at least six months before the term ends, pay a successor fee of 18% of the then-current franchise fee, and execute a new agreement. The franchisor reserves the right to change terms materially in the successor agreement. These renewal windows, occurring on a rolling basis across the system, may prompt operators and the franchisor to reassess technology needs.
How to read the Bagel Boss FDD
The 2025 Bagel Boss Franchise Disclosure Document is the primary source for understanding the brand's technology mandates, executive structure, and contractual terms. Key sections for software vendors include Item 1 (executives), Item 11 (mandated systems), Item 8 (procurement restrictions), and Item 17 (renewal and termination). The document is filed with state franchise regulators and available in the embedded viewer below.
For vendors evaluating whether to pursue Bagel Boss, the combination of centralized decision-making, a mandated Clover stack, and rapid unit growth makes this a niche but potentially high-value target. FranCloud can help you identify similar franchise systems and build a ranked target list aligned to your software category.
Questions vendors ask
Bagel Boss, answered from the filing
Founder Adam Todd Rosner and CEO/CMO Andrew Hazen are the key executives listed in the 2025 FDD. They control purchasing decisions for the system.
Bagel Boss mandates Clover by Fiserv, Inc., including the Clover POS monthly service and accounting package, plus an operations audit and financial reporting software.
The 2025 FDD reports 19 total units: 18 franchised and 1 company-owned. This is a small, quick-service restaurant chain based in Florida.
The 2025 FDD does not disclose a specific procurement model in Item 8. Vendor engagement likely requires direct HQ approval given the mandated tech stack.
Franchise agreements run 10 years, with renewal possible if in good standing. Notice must be given 6 months before term end, creating potential re-evaluation windows.
The Bagel Boss 2025 FDD is filed with state franchise regulators. You can view it directly in the embedded PDF viewer below.
Source
Read the filing itself
Every number on this page traces back to this document. Read it in full, page by page. Buy the original PDF to download, search, and annotate it.
View only A one-time purchase: the original filing, yours to keep.
FDD alert
Tell me when this brand refiles.
We’ll email you the moment Bagel Boss files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
1 operators run 1 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit1
Top states by locations
| WI | 1 |
|---|
Ownership
The portfolio behind Bagel Boss
unknown of bagel boss franchise.
Related Quick service restaurant brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.