HQ-led decisions

Franchise Source Brands International

Financial services

Software purchasing at Franchise Source Brands International flows through a lean HQ, with Patrick Farrell listed as the sole executive on file in the 2025 FDD. The system currently mandates QuickBooks by Intuit Inc. and Red Tail CRM, alongside a Morningstar Subscription, across 30 total units (27 franchised, 3 company-owned). With a 5-year initial term and a concentrated operator footprint, the addressable market is small but tightly controlled.

Mandated & recommended tech

The systems vendors compete with

Recommended systems named in Item 11 of the filing — no system-wide mandate locks the door.

Morningstar Subscription
Industry softwareItem 11

we recommend you consider the following: Morningstar Subscription

QuickBooksIntuit Inc.
AccountingItem 11

we recommend you consider the following: QuickBooks

Red Tail CRM
CrmItem 11

we recommend you consider the following: Red Tail CRM

Live signals

Total units
30
27 franchised
Unit growth YoY
-3.571%
vs prior filing
AUV
Item 19, 2025
Royalty
0%
of gross sales
Ad fund
national + local
Initial fee
per unit
Investment range
$100K–$226K
all-in, Item 7
Procurement
Approved supplier
from the filing

The vendor opportunity at Franchise Source Brands

Franchise Source Brands International operates a compact network of 30 total units, 27 of which are franchised and 3 company-owned, according to the 2025 FDD. The system is concentrated in Wisconsin, with a single mapped operator on file and no multi-unit operators. Year-over-year unit growth declined by 3.571%, signaling a stable but non-expanding footprint. For software vendors, the addressable market is limited to these 30 locations, with purchasing authority centralized at the franchisor level. The initial franchise term is 5 years, and renewal is contingent on meeting specific performance and compliance thresholds, including a minimum 90% client retention rate year over year.

Who controls software purchasing

The 2025 FDD lists Patrick Farrell as Agent for Service of Process, the only executive disclosed in Item 1. No additional C-suite or IT leadership is named, which suggests that software purchasing decisions likely route through this individual or a small, undisclosed team at the Florida-based headquarters. Vendors should direct initial inquiries to Farrell, as no CIO, CTO, or procurement manager is identified in the disclosure. The absence of a parent company and the independent ownership structure further concentrate decision-making at the HQ level.

Mandated and current tech stack

Item 11 of the FDD mandates three specific technology systems: Morningstar Subscription, QuickBooks by Intuit Inc., and Red Tail CRM. These are the only named vendors, indicating a lean tech stack focused on financial services and client relationship management. No point-of-sale, payroll, or operational platforms are disclosed as required or recommended. For software vendors, this creates a clear picture of the incumbent tools—any pitch should address integration or replacement of these mandated systems, particularly in the CRM and accounting categories.

Procurement, renewals, and timing

The FDD does not include an Item 8 procurement extract, so the franchisor’s supplier model—whether designated, approved, or open—is not publicly disclosed. Renewal terms in Item 17 offer successor agreements for additional 5-year periods, subject to franchisor approval, compliance with all contractual obligations, and a general release. Franchisees must also recommit to auditing and review requirements if they are Class individuals. These renewal windows may present natural opportunities for software vendors to engage, though no centralized procurement calendar is specified.

How to read the Franchise Source Brands FDD

The embedded PDF viewer below contains the full 2025 Franchise Disclosure Document for Franchise Source Brands International. Key sections for software vendors include Item 11 (mandated systems), Item 1 (executives), and Item 17 (renewal conditions). The document confirms a 30-unit system with a single decision-maker on file and a mandated tech stack of three named vendors. For a ranked target list of franchise systems aligned to your software category, FranCloud can help.

Questions vendors ask

Franchise Source Brands International, answered from the filing

The 2025 FDD names Patrick Farrell as Agent for Service of Process, the only executive on file. Vendor outreach should start with this contact, as no CIO or IT lead is disclosed.
The FDD mandates Morningstar Subscription, QuickBooks by Intuit Inc., and Red Tail CRM. No additional POS or operational systems are named in the disclosure.
There are 30 total units: 27 franchised and 3 company-owned. Year-over-year unit growth declined by 3.571%, with a single mapped operator in Wisconsin.
The 2025 FDD does not include an Item 8 procurement extract, so whether the system uses designated suppliers, approved suppliers, or an open model is not disclosed.
With a 5-year initial term and renewal conditions requiring 90% client retention and compliance, contract windows may align with renewal cycles. The FDD does not specify a centralized procurement calendar.
The 2025 FDD is filed with state franchise regulators. You can view the full document in the embedded PDF viewer below for detailed Item 11 and Item 17 disclosures.
Source

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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

WI1

Related Financial services brands

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