erly report of your intended local marketing efforts including, but not limited to, social media campaigns running for 21 days per month, client retention plans, rewards programs, Facebook pages, etc.
From the filings
Steele Management Group
Quick service restaurantSteele Management Group runs 3 quick-service restaurants — 1 franchised, 2 company-owned — co-founded by CEO Robert (Bo) Steele and Marketing Director Sherri Steele per the 2024 FDD. Item 8 designates CRM, social media analytics and online/mobile ordering software through the franchisor, and Facebook is already in use, while Instagram, LinkedIn, Pinterest, Snapchat, Sysco, TikTok and Twitter/X are named without being required. Average unit volume runs $1,868,538 on a 6% royalty.
For software vendors selling into US franchise brands.
Live signals
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.
7%of gross sales (FY2024)
15% reference
Mandated & recommended tech
The systems vendors compete with
Systems named in Item 11 of this filing. None is recorded as mandated here, which is not the same as the filing mandating nothing. Read Item 11 before treating the category as open.
t, or otherwise advertise on the Internet or any other public computer network in connection with the Restaurants, including any profile on Facebook, Pinterest, Twitter, LinkedIn, Instagram, YouTube,
he Internet, or otherwise advertise on the Internet or any other public computer network in connection with the Restaurants, including any profile on Facebook, Pinterest, Twitter, LinkedIn, Instagram,
t image and message and to protect the Marks and System, you must not participate or market through the use of social technology, social media such as Facebook, Instagram, TikTok, Pinterest and Twitte
rtise on the Internet or any other public computer network in connection with the Restaurants, including any profile on Facebook, Pinterest, Twitter, LinkedIn, Instagram, YouTube, Snapchat or any othe
ed as the Co- Founder and CEO of both our affiliates BBH Creations LLC since February 2020 and 16 Creations LLC since February 2021. Mr. Steele served as a Marketing Associate for Sysco in Columbia So
onsistent image and message and to protect the Marks and System, you must not participate or market through the use of social technology, social media such as Facebook, Instagram, TikTok, Pinterest an
sign, as well as additional signage for your windows. The Crazy Mason Milkshake Bar FDD- 2023 10 (8) Technology and POS System. This estimate includes the amount for the required “TOAST POS” which mus
ence on the Internet, or otherwise advertise on the Internet or any other public computer network in connection with the Restaurants, including any profile on Facebook, Pinterest, Twitter, LinkedIn, I
wise advertise on the Internet or any other public computer network in connection with the Restaurants, including any profile on Facebook, Pinterest, Twitter, LinkedIn, Instagram, YouTube, Snapchat or
Franchisor behaviours
What the franchisor requires
28 requirements the franchisor states in this filing, each in its own words; 3 explicit no's; 3 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
You agree to establish and retain a bookkeeping, recordkeeping, computer and point of sale system conforming to any requirements which may be prescribed by us, relating, without limitation, to the use and retention of daily sales information, counts of approved menu items sold, coupons, purchase orders, purchase…
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
We shall have independent access to data on your Business Management and Technology System, including but not limited to sales figures, client information, projections, evaluations, and reports.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
You agree to submit to us, in accordance with requirements prescribed by us from time to time (initially in thirteen four-week reporting periods per year) and in a format which we may designate from time to time:
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 intend to earn revenue from your purchase of equipment, food products, packaging supplies and other items that we may specify from time to time.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
We reserve the right to designate ourselves or an affiliate as an approved, or the sole approved, supplier for any item you must purchase in connection with the Restaurant.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
Because we have just begun franchising, we have not received any revenues from franchisee purchases from us, our affiliates, or any approved or designated suppliers.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
We or our affiliates may retain any rebates or other payments we receive from suppliers.
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 cost to purchase and lease all equipment, inventory, and other items and services that we require you to obtain from us or our affiliates, from designated suppliers, or in accordance with our specifications ranges from approximately 70% to 95% of all purchases and leases necessary to open your…
Does the franchisor charge a fee to evaluate a proposed supplier?
YesFranchise agreement
We reserve the right to charge you for our reasonable expenses in testing and/or evaluating any proposed item or vendor submitted by you and will require a $500.00 application fee.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
In the event you wish to purchase any unapproved item, including inventory, and/or acquire approved items from an unapproved supplier, you must provide us the name, address and telephone number of the proposed supplier, a description of the item you wish to purchase, and the purchase price of the item, if known.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
You acknowledge that we have the sole rights to and interest in all telephone numbers, post office boxes, and directory listings relating to any Mark, and you authorize us to direct the telephone company, the postal service, and all listing agencies to transfer all telephone numbers, post office boxes, and directory…
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesFranchise agreement
You agree to abide by the Payment Card Industry Data Security Standards enacted by the applicable Card Associations, as applicable to your business.
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
We or our designee will have the right at any time during business hours and without prior notice to conduct reasonable inspections of the Restaurant, its operations and its business
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
We will have the right to add to and otherwise modify the Operating Manual from time to time, if deemed necessary or advisable to improve the standards of service or product quality or the efficient operation of the Restaurant, to protect or maintain the goodwill associated with the Marks, to take advantage of…
Must the franchisor approve the franchisee's site or location before opening?
YesItem 12
You will operate the Restaurant only from the Approved Location which will be identified on the Data Sheet of the Franchise Agreement.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 11
Except as approved in advance in writing by us, you may not establish or maintain a separate website, splash page, profile or other presence on the Internet, or otherwise advertise on the Internet or any other public computer network in connection with the Restaurants, including any profile on Facebook, Pinterest…
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 must spend a minimum of 1% of your monthly Gross Revenue on local advertising and promotion implemented in a format and using materials and designs approved by us as your “Local Advertising, Marketing, and Promotional Expenditure”.
Must the franchisee participate in a customer loyalty or rewards program?
YesItem 8
You must fully participate in all guest loyalty or frequent customer programs now or in the future adopted or approved by us.
Must the franchisee participate in a regional advertising cooperative when one exists?
YesItem 11
All franchisees in the designated geographical area must participate in the Cooperative.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
All fees owed and any other amounts designated by us must be received or credited to our account by pre-authorized bank debit by 5:00 p.m. on or before the applicable due date.
Must the franchisee participate in a gift card program?
YesItem 8
You must participate in all gift certificate and/or gift card administration programs as we may designated from time to time.
People
Does the franchisor require minimum staffing levels or specific roles?
YesItem 15
At all times that your Restaurant is open for business, it must be under the personal, on-premises supervision of either you, your Controlling Person, your Key Manager, or a trained attendant.
Must employees wear uniforms specified by the franchisor?
YesItem 16
All food ingredients, beverage products, cooking materials, containers, packaging materials, other paper and plastic products, utensils, uniforms, menus, forms, cleaning and sanitation materials and other supplies and materials used in the operation of the Restaurant must conform to the specifications and quality…
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesItem 8
Currently, as part of the Business Management and Technology System, franchisees must purchase a designated point of sale computer system for each Restaurant.
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We shall have independent access to data on your Business Management and Technology System, including but not limited to sales figures, client information, projections, evaluations, and reports.
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesItem 8
In addition, you must purchase, enroll in or subscribe to, as applicable, all CRM, social media analytics and online and mobile ordering software or programs that we designate.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
We may also, at our option, require you, your Controlling Person, or your Key Manager to attend supplemental or additional training programs which may be offered from time to time by us or our affiliates during the term of the franchise.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesFranchise agreement
We may establish and hold a convention for franchisees and if we do so, you will be required to attend.
The filing answers no to 3 questions
- Is there a franchisee advisory council, association or committee?Item 11
- Is a minimum grand opening advertising spend required?Item 11
- Must equipment be purchased from designated or approved suppliers?Franchise agreement
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.
The franchisee/operator personally, or a small franchisor still owner-run. Wears every hat.
- 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%.
- 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.
- 97.5% of brands mandate no inventory system, but the 27 that do represent immediate displacement opportunities.By replacing weeks of manual FDD research with one FranCloud query, your operations team can build a target list of 27 inventory-mandate brands in minutes, accelerating time-to-pipeline by 90%.
The vendor opportunity at Steele Management Group
Steele Management Group runs 3 quick-service restaurants — 1 franchised, 2 company-owned — co-founded by CEO Robert (Bo) Steele and Director of Marketing Sherri Steele, per the 2024 FDD. Average unit volume runs $1,868,538 on a 6% royalty and 10-year term.
Who controls software purchasing
Item 2 names the two co-founders as the entire leadership team. Because Item 8 routes CRM, social media analytics, and online and mobile ordering software through the franchisor directly, any vendor pitch in those categories goes to headquarters rather than to the single franchised location.
Tech named in the FDD, and what is actually required
The FDD requires none of the Item 11 systems it names. Facebook is in use for marketing, while Instagram, LinkedIn, Pinterest, Snapchat, Sysco, TikTok and Twitter/X are named in the filing without being required.
Procurement, renewals and timing
Item 8 runs an approved-supplier list built around a franchisor-maintained Approved Products and Services list, with proprietary products, gift cards, and CRM, social media analytics and ordering software all specifically designated through the franchisor or an affiliate. Franchisees may still propose an alternative supplier for other purchases. Item 17 allows one additional 10-year term on 5 months' notice and a renewal fee equal to 10% of the current franchise fee, with the site refurbished to then-current standards.
How to read the Steele Management Group FDD
The embedded PDF viewer below carries the full 2024 filing, submitted to state franchise regulators. Item 8 confirms exactly which software categories the franchisor designates, and Item 17 sets the renewal timeline.
Talk to FranCloud for where this brand ranks against other quick-service targets.
Questions vendors ask
Steele Management Group, answered from the filing
Read the filing itself
Every number on this page traces back to this document. Read it in full, 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.
We’ll email you the moment Steele Management Group 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
Top states by locations
| NC | 1 |
|---|
Related Quick service restaurant brands
Primary franchise filings · updated September 2026. Every figure is source-traceable and QA-checked.