Breakaway BA

The vendor opportunity at Breakaway BA

Breakaway BA operates 39 total units, of which 34 are franchised and 5 are company-owned. The system grew units by 100% year-over-year, indicating an active expansion phase. For software vendors, this means a small but growing installed base. The franchise is in the financial services sector and is headquartered in Oregon. No parent company is on file; the brand appears independently owned. Average unit volume is not disclosed in the most recent FDD. The royalty rate is 25.0%, and the initial franchise term is 10 years.

Who controls software purchasing

The 2026 FDD lists five executives in Item 1: Co-Founder Kristen Keats, Co-Founder and CEO Shea Keats, Co-Founder Michelle Röse, Co-Founder Martin Moll, and Chief of Staff Kristin Bradley. With a lean HQ team and mandated technology, purchasing decisions likely rest with the CEO and Chief of Staff. Vendors should direct outreach to this group, focusing on how their software integrates with or improves upon the existing mandated stack.

Mandated and current tech stack

Breakaway BA mandates three specific software platforms for its franchisees: Gusto by Gusto, Inc. for payroll and HR, QuickBooks by Intuit Inc. for accounting, and Xero by Xero Limited as an additional accounting platform. This is a purely financial operations stack. No point-of-sale, CRM, scheduling, or other operational systems are disclosed as mandated or recommended in the FDD. Vendors selling adjacent tools—such as expense management, FP&A, or compliance software—may find an opening if they can demonstrate seamless integration with Gusto, QuickBooks, or Xero.

Procurement, renewals, and timing

Item 8 of the FDD does not provide an extract describing the procurement model. It is unclear whether Breakaway BA uses a designated supplier, approved supplier, or open procurement approach. Vendors should clarify this directly with HQ. On renewals, Item 17 specifies that franchisees in good standing may renew for additional 10-year terms under the then-current Franchise Agreement. Franchisees must provide notice at least three and not more than six months before expiration. Renewal conditions include refurbishment to current system standards, signing a general release, paying a renewal fee, and potentially undergoing retraining. These renewal events, combined with rapid unit growth, create periodic windows when franchisees may evaluate new software.

How to read the Breakaway BA FDD

The 2026 Franchise Disclosure Document is embedded below. It contains the full legal and operational disclosures filed with state franchise regulators. Review Item 1 for executive names, Item 11 for the mandated technology list, and Item 17 for renewal and transfer conditions. The FDD is the single source of truth for all facts cited on this page. For a ranked target list of franchise systems aligned with your software category, FranCloud can help.