HQ-led decisions

REF USA

Professional services

Software purchasing at REF USA is controlled at the franchisor level, with Chairman of the Board Manuel Vega named in the 2026 FDD as the key executive. The system mandates LinkedIn Sales Navigator, QuickBooks, and proprietary platforms REF Insider and REF.Global across all 14 franchised locations. With an average unit volume of $314,113 and a concentrated operator base of 15 single-unit franchisees, vendors face a small but tech-mandated target market.

Live signals

Total units
14
14 franchised
Unit growth YoY
-6.667%
vs prior filing
AUV
$314K
Item 19, 2025
Royalty
20%
of gross sales
Ad fund
national + local
Initial fee
$58K
per unit
Investment range
$67K–$84K
all-in, Item 7
Procurement
Approved supplier
from the filing
Non-compete
1 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. It is a floor, not a total — the filing discloses one of the two headline fees.

20%+of gross sales (FY2026)

Ongoing fees: 20% of gross sales (FY2026)Royalty 20%. Total 20% of gross sales, from the fees this filing discloses. Drawn against a 15% reference scale.

15% reference

Royalty 20%

Mandated & recommended tech

The systems vendors compete with

3 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.

LinkedIn
Mandatory
MarketingItem 11

, upgrades or updates. The annual cost of licenses to maintain software is estimated to be approximately $1,000 per year depending on your computer system, the CRM system, and the LinkedIn licenses, e

LinkedIn Sales Navigator
Mandatory
CrmItem 6

uired to sign on with at least 2 sales and marketing support systems: a CRM System and a sales support system such as LinkedIn Sales Navigator. The estimated amounts for a CRM and LinkedIn Sales Navig

QuickBooks
Mandatory
AccountingItem 11

r. If you do not have them, you are required to purchase, install (preferably before attending ICT) and use the latest editions of Google Suite and office management software like QuickBooks (or equiv

Facebook
MarketingItem 11

cations regarding use of social media in any way that references the Marks or involves the franchise. "Social media" includes websites, personal blogs, common social networks like Facebook, profession

Twitter
MarketingItem 11

ks or involves the franchise. "Social media" includes websites, personal blogs, common social networks like Facebook, professional networks like LinkedIn, live-blogging tools like Twitter, virtual wor

The vendor opportunity at REF USA

REF USA presents a compact but clearly defined opportunity for software vendors. The system consists of 14 franchised units, all operated by single-unit franchisees, with no multi-unit operators on file. The franchisor, headquartered in Delaware, reported an average unit volume of $314,113 in its 2026 FDD. Year-over-year unit growth declined by 6.667%, signaling a contracting footprint. For vendors, this means the total addressable market is small—just 14 locations across five states: California (5), Virginia (1), South Carolina (1), Florida (1), and Maine (1). The royalty rate is 20%, and the initial franchise term runs 10 years. While the unit count is modest, the franchisor’s tight control over technology mandates creates a single point of sale for software vendors who can align with HQ requirements.

Who controls software purchasing

The 2026 FDD identifies Manuel Vega as Chairman of the Board, making him the central figure for any software purchasing decision. No other executives are listed in Item 1, and the absence of a parent company suggests an independently owned franchisor with concentrated decision-making authority. The operator base consists of 15 single-unit franchisees, none of whom appear to hold multi-unit portfolios. This structure points to a top-down procurement model: franchisees are unlikely to have independent software budgets or autonomy. Vendors should direct all outreach to the HQ level, specifically to Chairman Vega, as the FDD provides no other named buying-center contacts.

Mandated and current tech stack

REF USA mandates four specific technology systems across its network. LinkedIn Sales Navigator and its associated license are required, indicating a heavy emphasis on social selling or recruitment workflows. QuickBooks by Intuit Inc. is mandated for financial management. Two proprietary platforms—REF Insider and REF.Global—are also required, though their exact functions are not detailed in the FDD. Notably, no traditional point-of-sale system is named. The stack suggests a professional services or consulting-oriented operation rather than a retail or food-service model. Vendors offering complementary tools for CRM, analytics, or financial reporting may find integration opportunities, but must be prepared to work within a mandated, closed ecosystem.

Procurement, renewals, and timing

Item 8 of the 2026 FDD does not provide an extract describing REF USA’s procurement or supplier approval process. This leaves vendors without clear guidance on whether the franchisor uses designated suppliers, an approved-supplier list, or an open procurement model. Renewal terms, outlined in Item 17, allow franchisees to renew for consecutive 10-year terms if they are in good standing, provide advance written notice, cure any defaults, sign the then-current agreement, and execute releases. Critically, the renewal agreement may contain materially different terms, including updated fees. With only 14 units and negative unit growth, renewal-driven software evaluation cycles will be rare and unpredictable. Vendors should monitor franchisee renewal dates and any shifts in HQ’s technology mandates rather than expecting regular RFP cycles.

How to read the REF USA FDD

The full 2026 Franchise Disclosure Document is available for review below. It contains the complete Item 1 executive listing, Item 11 technology mandates, Item 17 renewal conditions, and unit performance data cited throughout this page. For software vendors, the FDD is the primary source for verifying the decision-maker, understanding mandated systems, and assessing the total addressable market before committing sales resources. When you’re ready to prioritize franchise systems by tech mandate, decision-maker accessibility, and unit economics, FranCloud can deliver a ranked target list tailored to your product.

Questions vendors ask

REF USA, answered from the filing

The 2026 FDD lists Manuel Vega as Chairman of the Board, making him the likely ultimate decision-maker for system-wide software mandates and procurement.
The FDD mandates LinkedIn Sales Navigator, QuickBooks by Intuit, REF Insider, and REF.Global. No traditional POS is named in the disclosed tech stack.
There are 14 franchised units, all operated by 15 single-unit franchisees. Company-owned units are not disclosed in the 2026 FDD.
The 2026 FDD does not extract a specific Item 8 procurement signal, so whether they use designated suppliers, approved suppliers, or an open model is not publicly disclosed.
Renewals occur every 10 years under the current agreement. With 14 units and a -6.7% unit growth rate, contract windows are infrequent and tied to individual franchisee renewal cycles.
The 2026 FDD is filed with state franchise regulators. You can review it directly using the embedded PDF viewer below this section.
Source

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Operator footprint

Who runs the locations

15 operators run 15 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.

Operators by units owned

Single-unit15

Top states by locations

CA5
VA1
SC1
FL1
ME1

Related Professional services brands

Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.