#30687041v4 24 Beef-a-Roo FDD (2024 Multi-State) If we establish a regional advertising fund or cooperative, you must contribute your share of the actual cost of advertising. Your contributions to a regional advertising fund or cooperative will be in addition to your required contributions to the Fund, but cooperative contributions will be credited against your required local advertising expenditures. 5. Computer Systems (Franchise Agreement, Section 12.3) You must purchase “Aloha” as your point-of-sale system, The system is a complete package for restaurants including point of sale, inventory and accounting modules. These systems will generate or store data such as sales, inventory, accounting, and other information. We estimate that these systems will cost between $15,000 and $25,000 to purchase.
From the filings
Beef-a-Roo
Quick service restaurantSoftware purchasing at Beef-a-Roo is controlled by its HQ leadership team in Illinois, led by CEO Mitchell Rosen and COO Josh Rosen. The chain currently mandates Aloha by NCR Voyix for POS, Orchatect for operational management, and QuickBooks (Online) for accounting across its 8 company-owned locations. With an average unit volume exceeding $3 million, this small but high-performing quick-service brand represents a focused, high-value target for vendors who can align with its mandated tech ecosystem.
For software vendors selling into US franchise brands.
Live signals
Ordinary royalty terms
6% component; full terms unconfirmed
Complete royalty terms are not confirmed for the selected filing.
Recorded percentage components
These are recorded percentage components. Each has its own base and conditions; the chart does not state the total payment or confirm ad-fund completeness.
1recorded components (FY2024)
15% reference
Mandated & recommended tech
The systems vendors compete with
1 technology requirement is recorded in this filing. A required choice lists alternatives for one obligation. Read each cited clause for its conditions.
#30687041v4 9 Beef-a-Roo FDD (2024 Multi-State) allow us to electronically transfer funds from your bank account to our bank account. Interest and late fees will apply to any late payments or electronic funds transfer requests denied due to insufficient funds. 2 Brand Fund contributions are due at the same time and in the same manner as royalty fees. You are required to set up authorization at your bank to allow us to electronically transfer funds from your bank account to the Brand Fund’s bank account. Interest and late fees will apply to any late payments or electronic funds transfer requests denied due to insufficient funds. If you do not report any sales in a week then we will collect to the Brand Fund 120% of the last Brand Fund contribution collected and settle the balance the next week in which you report sales. 3 Upon our request, you must furnish us with a quarterly report and documentation of local advertising expenditures during the previous calendar quarter. You may not use social media platforms, such as Facebook, Twitter, Instagram, LinkedIn, TikTok, YouTube, blogs, and other networking and sharing websites, unless you receive written pre- approval from us. Any advertising on social media must be in strict accordance with our requirements.
#30687041v4 9 Beef-a-Roo FDD (2024 Multi-State) allow us to electronically transfer funds from your bank account to our bank account. Interest and late fees will apply to any late payments or electronic funds transfer requests denied due to insufficient funds. 2 Brand Fund contributions are due at the same time and in the same manner as royalty fees. You are required to set up authorization at your bank to allow us to electronically transfer funds from your bank account to the Brand Fund’s bank account. Interest and late fees will apply to any late payments or electronic funds transfer requests denied due to insufficient funds. If you do not report any sales in a week then we will collect to the Brand Fund 120% of the last Brand Fund contribution collected and settle the balance the next week in which you report sales. 3 Upon our request, you must furnish us with a quarterly report and documentation of local advertising expenditures during the previous calendar quarter. You may not use social media platforms, such as Facebook, Twitter, Instagram, LinkedIn, TikTok, YouTube, blogs, and other networking and sharing websites, unless you receive written pre- approval from us. Any advertising on social media must be in strict accordance with our requirements.
#30687041v4 9 Beef-a-Roo FDD (2024 Multi-State) allow us to electronically transfer funds from your bank account to our bank account. Interest and late fees will apply to any late payments or electronic funds transfer requests denied due to insufficient funds. 2 Brand Fund contributions are due at the same time and in the same manner as royalty fees. You are required to set up authorization at your bank to allow us to electronically transfer funds from your bank account to the Brand Fund’s bank account. Interest and late fees will apply to any late payments or electronic funds transfer requests denied due to insufficient funds. If you do not report any sales in a week then we will collect to the Brand Fund 120% of the last Brand Fund contribution collected and settle the balance the next week in which you report sales. 3 Upon our request, you must furnish us with a quarterly report and documentation of local advertising expenditures during the previous calendar quarter. You may not use social media platforms, such as Facebook, Twitter, Instagram, LinkedIn, TikTok, YouTube, blogs, and other networking and sharing websites, unless you receive written pre- approval from us. Any advertising on social media must be in strict accordance with our requirements.
The current cost of the required hardware and software for the POS System is $5,000 to $8,000, including installation costs of $999, and monthly continuing access fees are $150 per month, subject to increase. The current cost to install and maintain the Orchatect platform is $250 per month, and the monthly access fee for QuickBooks Online is $55 to $100 per month, depending on the number of users. We may in the future modify the sales reporting systems as we deem appropriate for the accurate and expeditious reporting of Gross Sales, and you must fully cooperate in implementing any such system at your expense.
#30687041v4 9 Beef-a-Roo FDD (2024 Multi-State) allow us to electronically transfer funds from your bank account to our bank account. Interest and late fees will apply to any late payments or electronic funds transfer requests denied due to insufficient funds. 2 Brand Fund contributions are due at the same time and in the same manner as royalty fees. You are required to set up authorization at your bank to allow us to electronically transfer funds from your bank account to the Brand Fund’s bank account. Interest and late fees will apply to any late payments or electronic funds transfer requests denied due to insufficient funds. If you do not report any sales in a week then we will collect to the Brand Fund 120% of the last Brand Fund contribution collected and settle the balance the next week in which you report sales. 3 Upon our request, you must furnish us with a quarterly report and documentation of local advertising expenditures during the previous calendar quarter. You may not use social media platforms, such as Facebook, Twitter, Instagram, LinkedIn, TikTok, YouTube, blogs, and other networking and sharing websites, unless you receive written pre- approval from us. Any advertising on social media must be in strict accordance with our requirements.
#30687041v4 9 Beef-a-Roo FDD (2024 Multi-State) allow us to electronically transfer funds from your bank account to our bank account. Interest and late fees will apply to any late payments or electronic funds transfer requests denied due to insufficient funds. 2 Brand Fund contributions are due at the same time and in the same manner as royalty fees. You are required to set up authorization at your bank to allow us to electronically transfer funds from your bank account to the Brand Fund’s bank account. Interest and late fees will apply to any late payments or electronic funds transfer requests denied due to insufficient funds. If you do not report any sales in a week then we will collect to the Brand Fund 120% of the last Brand Fund contribution collected and settle the balance the next week in which you report sales. 3 Upon our request, you must furnish us with a quarterly report and documentation of local advertising expenditures during the previous calendar quarter. You may not use social media platforms, such as Facebook, Twitter, Instagram, LinkedIn, TikTok, YouTube, blogs, and other networking and sharing websites, unless you receive written pre- approval from us. Any advertising on social media must be in strict accordance with our requirements.
#30687041v4 9 Beef-a-Roo FDD (2024 Multi-State) allow us to electronically transfer funds from your bank account to our bank account. Interest and late fees will apply to any late payments or electronic funds transfer requests denied due to insufficient funds. 2 Brand Fund contributions are due at the same time and in the same manner as royalty fees. You are required to set up authorization at your bank to allow us to electronically transfer funds from your bank account to the Brand Fund’s bank account. Interest and late fees will apply to any late payments or electronic funds transfer requests denied due to insufficient funds. If you do not report any sales in a week then we will collect to the Brand Fund 120% of the last Brand Fund contribution collected and settle the balance the next week in which you report sales. 3 Upon our request, you must furnish us with a quarterly report and documentation of local advertising expenditures during the previous calendar quarter. You may not use social media platforms, such as Facebook, Twitter, Instagram, LinkedIn, TikTok, YouTube, blogs, and other networking and sharing websites, unless you receive written pre- approval from us. Any advertising on social media must be in strict accordance with our requirements.
Franchisor behaviours
What the franchisor requires
26 requirements the franchisor states in this filing, each in its own words; 3 explicit no's; 5 questions the text does not settle, which is not a no.
Accounting
Must the franchisee use an accounting or bookkeeping system designated or approved by the franchisor?
YesFranchise agreement
Franchisee agrees to keep and maintain complete and accurate books and records of its transactions and business operations using the accounting procedures and chart of accounts specified by Franchisor.
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
The POS System allows us to independently and remotely access all of your sales data, including your Gross Sales, through the internet.
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
You must engage our affiliate, SFV-LLGC, LLC, operating as C2C Management, for construction management services in connection with the build out of your Franchised Business.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 17
Modification of the agreement Sections 9.4, 14.6 No oral modifications generally, but we 19.1.4 and 21.4 may change the Manual and System standards at any time.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
Our total revenue from PFG and Pepsi in the prior fiscal year was $0.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
We will derive revenue from required purchases and leases by franchisees in the form of rebates from PFG and Pepsi.
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?
70Item 8
We estimate that the required purchases and leases of goods and services to operate your business are 70% to 90% of your total purchases and leases of goods and services to operate your business.
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 may charge you an evaluation fee equal to our actual cost and expense of inspection and testing.
Can a franchisee propose a new supplier for the franchisor's approval?
YesFranchise agreement
If Franchisee desires to purchase, lease or use any unapproved equipment, product, or service or to purchase, lease or use any equipment, product or service from an unapproved supplier, Franchisee shall submit to Franchisor a written request for such approval prior to utilizing such product, service, or supplier.
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?
YesFranchise agreement
Franchisor reserves the right to establish quality assurance programs conducted by third-party providers, including, but not limited to, mystery shop programs and periodic quality assurance audits (“Quality Review Services”).
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 17
Modification of the agreement Sections 9.4, 14.6 No oral modifications generally, but we 19.1.4 and 21.4 may change the Manual and System standards at any time.
Must the franchisor approve the franchisee's site or location before opening?
YesFranchise agreement
No site may be used for the location of the Franchised Business unless it is accepted in writing by Franchisor.
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
We require you to spend at least $5,000 on a grand opening marketing campaign in the 30 days prior to and the 30 days following the opening of your Franchised Business.
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
After the conclusion of your grand opening marketing campaign, and for the remainder of the term of the Franchise Agreement, you are required to spend at least 1% of your gross sales or $1,000 per month, whichever is less, on local advertising in your territory.
Must the franchisee participate in a customer loyalty or rewards program?
YesFranchise agreement
Accept and honor all loyalty cards, promotional coupons, or other System-wide offers, on a uniform basis, as accepted by other franchisees in the System.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
You must use a distributor that we approve, which is currently PFG (Performance Food Group).
Must equipment be purchased from designated or approved suppliers?
YesItem 8
You must purchase all equipment, ingredients, 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
Franchisee shall, together with the submission of the Gross Sales Report, pay Franchisor the Royalty Fee and the Brand Fund Contribution, as defined and more particularly described in Article 13, then due.
People
Does the franchisor require minimum staffing levels or specific roles?
YesItem 15
You must designate and retain at all times an individual to serve as the general manager who will be a full-time employee responsible for the supervision, management, and daily operation of the Franchise Business (the “General Manager”).
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesItem 11
You must purchase “Aloha” as your point-of-sale system,
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
The POS System allows us to independently and remotely access all of your sales data, including your Gross Sales, through the internet.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
We have the right to impose a reasonable fee for tuition and/or attendance for all additional training programs, including the annual meeting, convention, or conference.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 11
If we require it, you must attend mandatory additional training for up to five days per year and/or attend an annual meeting, franchisee conference, or convention for up to three days each year at a location we designate.
The filing answers no to 3 questions
- Is there a franchisee advisory council, association or committee?Item 11
- Must the franchisee participate in a customer-satisfaction or net-promoter survey program?Item 11
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
The vendor opportunity at Beef-a-Roo
Beef-a-Roo is a quick-service restaurant brand headquartered in Illinois with a total of 8 locations, all company-owned as of the latest disclosure. The number of franchised units was not specified in the 2024 FDD. Despite its small footprint, the brand’s average unit volume (AUV) of $3,004,026.50 signals strong per-location performance, making each unit a high-value account for software vendors. Year-over-year unit growth data was not available in our corpus.
For a software vendor, the immediate addressable market is 8 units under direct corporate control. This concentrated structure means a single deal with HQ can cover the entire system without the need to sell through multiple franchisees.
Who controls software purchasing
Software purchasing decisions at Beef-a-Roo are made at the headquarters level. The executive team listed in Item 1 of the 2024 FDD includes Mitchell Rosen (Chief Executive Officer and Managing Member), Austin Capoferi (President), Megan Rosen (Chief Development Officer), Josh Rosen (Chief Operating Officer), and Matthew Chasnick (Chief Financial Officer). For a technology pitch, the COO and CFO are the most likely day-to-day buyers, with the CEO holding ultimate authority. No additional operators or multi-unit franchisees were mapped in our corpus, reinforcing that all buying power sits with this HQ group.
Mandated and current tech stack
The 2024 FDD mandates three specific technology systems. The point-of-sale system is Aloha by NCR Voyix. Operational management runs on Orchatect. For accounting, the brand mandates both QuickBooks and QuickBooks Online by Intuit Inc. These mandates create a clear integration landscape: any new software must either complement or replace one of these named systems. Vendors offering add-ons or integrations that sit alongside Aloha, Orchatect, or QuickBooks will face a lower barrier to entry than those proposing a rip-and-replace.
Procurement, renewals, and timing
The FDD extract does not include specific Item 8 procurement language, so the formal supplier designation process—whether designated, approved, or open—is not publicly known. Vendors should clarify this directly with the executive team. On contract timing, the franchise agreement provides a 10-year initial term. Item 17 allows for two additional successor terms of 5 years each, provided the franchisee is in good standing, gives six months’ written notice, and upgrades equipment to then-current specifications. While these renewal windows apply to franchisees, the all-corporate structure means software contract cycles are tied to internal budget cycles rather than franchisee renewal dates. A vendor’s best entry point is likely during an equipment refresh or a corporate growth initiative.
How to read the Beef-a-Roo FDD
The 2024 Beef-a-Roo Franchise Disclosure Document is the definitive source for understanding the brand’s obligations, restrictions, and mandated vendors. Key sections for software vendors include Item 11 (the mandated tech stack listed above) and Item 17 (renewal and equipment upgrade conditions). The full document is embedded below for your review. For a ranked target list of franchise brands that match your software’s ideal customer profile, FranCloud can help you prioritize your outreach.
Ordinary royalty terms
Complete royalty terms are not confirmed.
Questions vendors ask
Beef-a-Roo, answered from the filing
Read the filing itself
Read the original document for the filing figures and their terms, 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.
Request an email alert when a newer filing for Beef-a-Roo is available.
Operator footprint
No franchisee network yet. Beef-a-Roo’s latest FDD reports no franchised locations.
Ownership
The portfolio behind Beef-a-Roo
Parent company: Next Brands and Development LLC and Rocinante Equity Inc., dba Elysian Capital.
Related Quick service restaurant brands
Primary franchise filings · updated June 2026. Read the original filing for definitions, conditions, and qualifications.