FiservFiserv
Mandatoryy periodically require. You may be responsible for certain costs associated with these supplemental marketing programs. For example, we currently offer a gift card program through Fiserv and you must
From the filings
+8.696% units YoYHQ-led decisions
OTB ACQUISITION
Quick service restaurantSoftware purchasing at OTB Acquisition is controlled at the franchisor HQ level, with key decision-makers including CFO Eric J. Easton and COO Chris Rockwood. The brand mandates Fiserv and OTB Restaurant for operations, and its addressable market consists of 134 total units, primarily company-owned. This centralized structure means vendors must engage corporate leadership to win the business.
For software vendors selling into US franchise brands.
Live signals
Total units
134
25 franchised
Unit growth YoY
+8.696%
vs prior filing
AUV
$2.54M
Item 19, 2024
Royalty
4%
of gross sales
Ad fund
2%
national + local
Initial fee
$30K
per unit
Investment range
$2.74M–$4.66M
all-in, Item 7
Procurement
Standards based
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 (FY2024)
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.
DoorDashDoorDash
o use the OTB Marks for the sale of OTB branded products and menu items terminated as of February 2, 2024. OTB also has agreements with third-party food delivery services, such as DoorDash and Uber Ea
FacebookMeta
designs, pages, or other communications that can be accessed through electronic means, including but not limited to the Internet, World Wide Web, social networking sites (such as Facebook, Twitter, Li
LinkedInLinkedIn
other communications that can be accessed through electronic means, including but not limited to the Internet, World Wide Web, social networking sites (such as Facebook, Twitter, LinkedIn, etc.), blog
TwitterX
pages, or other communications that can be accessed through electronic means, including but not limited to the Internet, World Wide Web, social networking sites (such as Facebook, Twitter, LinkedIn, e
Uber EatsUber
Marks for the sale of OTB branded products and menu items terminated as of February 2, 2024. OTB also has agreements with third-party food delivery services, such as DoorDash and Uber Eats, which allo
Franchisor behaviours
What the franchisor requires
27 requirements the franchisor states in this filing, each in its own words; 3 explicit no's; 4 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?
YesFranchise agreement
Franchisee agrees to provide OTB with unimpeded and independent access to its computer system so that OTB may access, poll, or otherwise obtain all of Franchisee’s point-of-sale and other computer related data, including all Gross Sales, regardless of where maintained, in the form, manner, and times OTB requests at…
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesItem 6
Currently payable The Royalty Fee is paid to us and must weekly before 10:00 be accompanied by a Weekly Financial a.m.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
We, or our affiliates, may be a supplier of any product, and we, or our affiliates, may be the sole approved supplier of any product.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
We may revise the Approved Suppliers List or Approved Supplies List from time to time in our 24 sole discretion.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
7855Item 8
In OTB’s last fiscal year, which ended December 26, 2023, OTB received approximately $ 7,855 in revenue from franchisee purchases of goods, products, and services from our designated suppliers
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
We received marketing allowances, rebates, credits, monies, payments, or benefits (“Allowances”) from suppliers based on purchases or 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?
15Item 8
fifteen percent (15%) to twenty-five (25%) of your total purchases and leases to operate the OTB Restaurant.
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 8
Either you or the proposed new supplier must pay us a charge (which will not exceed the reasonable cost of the inspection and the actual cost of the tests).
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
Currently, if you want to buy any products or any other items from an unapproved supplier, you first must submit to us a written request asking for our approval to do so.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
Franchisee agrees, warrants, and represents that it will immediately and without request transfer and assign the Telephone Numbers to OTB upon expiration or termination of the Term or permanent closure of the Restaurant.
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesFranchise agreement
Franchisee shall comply with the Payment Card Industry Data Security Standards (“PCI DSS”) as they may be revised and modified by the Payment Card Industry Security Standards Council (see www.pcisecuritystandards.org), or such successor or replacement organization and/or in accordance with other standards as…
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
Franchisee shall provide OTB and its designated agents or representatives with access to examine, at OTB’s expense, the Audit Materials, including all bank account statements for accounts in which Franchisee deposits funds received from the operation of the Restaurant.
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
Franchisee agrees that OTB may, at any time and from time to time, revise, amend, delete from, or add to the System and the material contained in the Manual, and Franchisee expressly agrees to comply, at its sole cost and expense, with all such revisions, amendments, deletions, and additions.
Must the franchisor approve the franchisee's site or location before opening?
YesFranchise agreement
You may not proceed with a site that we have not accepted.
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 develop, create, establish, and/or use any website; any social networking site such as Facebook, Twitter, LinkedIn, Pinterest, Instagram, Google Plus, blogs, vlogs, and other web and digital applications; or any other electronic media which uses, and/or creates any association with, the System…
Is a minimum grand opening advertising spend required?
YesItem 7
Although we recommend more, you must spend at least $10,000 on marketing and advertising the grand opening of the OTB Restaurant prior to opening.
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
You are required to advertise, market, and promote your Restaurant on a local basis (“Local Advertising”) and spend no less than one percent (1%) of your Restaurant’s Gross Sales (the “Local Spend”) on Local Advertising initiatives as defined and set forth in the Manuals for the benefit of the Restaurant.
Must the franchisee participate in a customer loyalty or rewards program?
YesItem 11
You must participate in supplemental marketing programs, like limited time offers, gift cards, gift certificates, coupons, loyalty programs, customer relationship management, and other supplemental marketing programs as we may periodically require.
Operations
Must the franchisee buy products from a designated distributor?
YesFranchise agreement
Franchisee must operate the Restaurant and comply with OTB’s System and its uniform standard of operation set forth in OTB’s operations manual as periodically updated from time to time in OTB’s sole and absolute discretion on its then-current learning management system or other platform, whether in printed or…
Must equipment be purchased from designated or approved suppliers?
YesFranchise agreement
Franchisee shall purchase all ingredients, supplies, materials, and other products used or offered for sale at the Restaurant solely from OTB or Suppliers approved in writing by OTB, and not thereafter disapproved.
Payments
Must the franchisee use a payment processor or merchant-services provider designated or approved by the franchisor?
YesItem 8
Credit cards and gift cards are required services and you must use our approved supplier or a supplier that meets our standards, if allowed.
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
We require you to pay all fees and expenses to us by electronic funds transfer.
Must the franchisee participate in a gift card program?
YesItem 11
You must participate in supplemental marketing programs, like limited time offers, gift cards, gift certificates, coupons, loyalty programs, customer relationship management, and other supplemental marketing programs as we may periodically require.
People
Does the franchisor require minimum staffing levels or specific roles?
YesItem 15
We also require you to hire and retain not less than three managers for the restaurant or two managers and one shift supervisor.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesFranchise agreement
Franchisee shall not implement, use, or otherwise subscribe to any software system not approved by or prescribed by OTB.
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesFranchise agreement
Franchisee agrees to provide OTB with unimpeded and independent access to its computer system so that OTB may access, poll, or otherwise obtain all of Franchisee’s point-of-sale and other computer related data, including all Gross Sales, regardless of where maintained, in the form, manner, and times OTB requests at…
Training
Is attendance at an annual convention or conference mandatory for the franchisee?
YesFranchise agreement
Franchisee agrees, at OTB’s request, to attend or require its Restaurant Managers to attend supplemental training programs, conventions, advertising meetings, operations meetings, and sales meetings which OTB may offer from time to time (the “Supplemental Training”).
The filing answers no to 3 questions
- Is there a franchisee advisory council, association or committee?Item 20
- Must the franchisee participate in a customer-satisfaction or net-promoter survey program?Franchise agreement
- Must the franchisee participate in a regional advertising cooperative when one exists?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.
HQ leadership: CEO/President + VP Ops/Franchise + a first dedicated IT/systems owner.
VP SalesHead of SalesCROSales Director
- 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%.
- 82.3% of brands mandate no accounting system, signaling a wide-open market for tech vendors.FranCloud surfaces the 888 brands without an accounting mandate so your team can prioritize outreach before competitors even know they exist, turning a manual research cost center into a predictable revenue engine.
- 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.
The vendor opportunity at OTB Acquisition
OTB Acquisition operates 134 quick-service restaurant locations, with a striking 109 company-owned units and only 25 franchised. This 81% company-owned footprint means the technology stack is overwhelmingly dictated by the corporate office, not a dispersed network of franchisees. For software vendors, the addressable market is concentrated: you are selling into a single, centralized buyer rather than dozens of independent operators. The brand posted 8.7% year-over-year unit growth, signaling an expanding footprint that will require additional technology seats and infrastructure. Average unit volume sits at $2,540,889, providing a healthy per-location revenue base for software priced on a per-store model. The brand is part of OTB Holding LLC, and its operator footprint is minimal—just one mapped operator in Wisconsin—reinforcing the HQ-centric purchasing dynamic.
Who controls software purchasing
Software purchasing authority rests with the executive team at the corporate headquarters in Texas. The 2024 FDD lists Eric J. Easton as Chief Financial Officer, making him the likely budget owner and final approver for major technology investments. Chris Rockwood, Chief Operating Officer, is the operational stakeholder who would champion tools affecting store-level workflows. Ben Nemo serves as Interim Chief Marketing Officer, a role that may influence martech and customer engagement platform decisions if the interim tag becomes permanent. Brian Shaughnessy, Vice President of Franchise, manages the small franchised segment and could be a secondary influencer for tools that touch those 25 locations. Keith Wheaton, Vice President of Facilities and Construction, rounds out the named executives and would be relevant for vendors selling facilities management or construction-project software. Because the franchised base is so small relative to company operations, winning a deal requires convincing this HQ team; there is no meaningful multi-unit operator channel to pursue.
Mandated and current tech stack
The FDD is explicit about two mandated systems: Fiserv and OTB Restaurant. Fiserv is a major financial technology provider, likely handling payment processing and related financial infrastructure across all 134 locations. OTB Restaurant appears to be a proprietary or brand-specific operational system, given the name alignment with the franchisor. WiseTail is also named as a technology vendor in the FDD, though the document does not specify whether it is mandated or recommended. For vendors selling adjacent solutions—inventory management, labor scheduling, customer loyalty, or analytics—these existing mandates define the integration landscape. Any new tool must either integrate with Fiserv and OTB Restaurant or demonstrate a compelling reason to sit alongside them. The absence of other named vendors in the FDD does not mean the stack is empty; it means those systems are not contractually required and are therefore open to displacement or initial sale.
Procurement, renewals, and timing
Item 8 of the FDD contains no extract, leaving the formal procurement model undisclosed. There is no public signal indicating whether OTB Acquisition uses a designated supplier model, an approved supplier list, or an open procurement process. Vendors should assume a direct, relationship-based sales motion targeting the CFO and COO. The franchise agreement carries a 20-year initial term, which is unusually long and suggests stability in vendor relationships once embedded. Renewal terms are also generous: franchisees in material compliance may elect two additional 10-year terms, though the successor agreement may contain materially different terms. This structure creates natural technology review points at the 20-year and 30-year marks, but those are distant windows. The more immediate opportunity lies in the 8.7% unit growth rate; each new location represents a greenfield deployment where the mandated stack must be installed and complementary tools can be attached.
How to read the OTB Acquisition FDD
The 2024 Franchise Disclosure Document is the authoritative source for understanding OTB Acquisition's technology requirements, executive team, and contractual obligations. Item 11 details the mandated systems—Fiserv and OTB Restaurant—and names WiseTail as an additional vendor. Item 17 outlines the renewal conditions and the 10-year extension terms. Item 1 provides the full list of HQ executives who control purchasing decisions. The document is embedded below for your review. For software vendors building a target account list, the key takeaway is clear: OTB Acquisition is a centralized, company-owned-heavy brand with a known tech stack and identifiable decision-makers, making it a high-priority account for tools that integrate with Fiserv or complement restaurant operations. For a ranked target list tailored to your product category, FranCloud can help you prioritize franchises by fit score and buying signals.
Questions vendors ask
OTB ACQUISITION, answered from the filing
The buying center includes CFO Eric J. Easton and COO Chris Rockwood. With 109 of 134 units company-owned, purchasing is highly centralized at the corporate level, not by franchisees.
The 2024 FDD mandates Fiserv and OTB Restaurant. WiseTail is also a named technology vendor in their system. These are required for all locations.
There are 134 total units: 109 company-owned and 25 franchised. This is a quick-service restaurant brand with a single mapped operator in Wisconsin.
The procurement model is not disclosed in the most recent FDD. Item 8 contains no extract regarding designated or approved supplier requirements.
With a 20-year initial term and two 10-year renewal options, long-term contracts are the norm. Material compliance is required for renewal, creating potential review points at term end.
The 2024 FDD was filed with state franchise regulators. You can read the full document in the embedded PDF viewer below for detailed Item 11 and Item 17 disclosures.
Source
Read the filing itself
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FDD alert
Tell me when this brand refiles.
We’ll email you the moment OTB ACQUISITION 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 OTB ACQUISITION
unknown of border holdings.
Related Quick service restaurant brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.