have the right to change these requirements and require that you update these programs as the updates become available. You must provide us with your user ID and password for your QuickBooks® account.
From the filings
The Happy Mixer
Retail foodSoftware purchasing at The Happy Mixer is controlled at the headquarters level by Co-Founders Timothy Mourer (CEO/President) and Lisa Mourer (COO/VP). The franchise currently mandates QuickBooks® Online by Intuit for financial management. With only 3 company-owned locations and no franchised units on file, the addressable market is extremely small, making this a niche target for vendors whose solutions complement a QuickBooks-centric, founder-operated retail food business.
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.
8%of gross sales (FY2026)
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.
uch as “Franchises Available” and the addresses of our Website and phone number. In addition to your Local Advertising Requirement, you may wish to use web based platforms such as Facebook, Twitter, L
of our Website and phone number. In addition to your Local Advertising Requirement, you may wish to use web based platforms such as Facebook, Twitter, LinkedIn, TikTok, Pinterest, Instagram, YouTube,
Available” and the addresses of our Website and phone number. In addition to your Local Advertising Requirement, you may wish to use web based platforms such as Facebook, Twitter, LinkedIn, TikTok, Pi
addresses of our Website and phone number. In addition to your Local Advertising Requirement, you may wish to use web based platforms such as Facebook, Twitter, LinkedIn, TikTok, Pinterest, Instagram,
hone number. In addition to your Local Advertising Requirement, you may wish to use web based platforms such as Facebook, Twitter, LinkedIn, TikTok, Pinterest, Instagram, YouTube, Snapchat, Yelp, Goog
and the addresses of our Website and phone number. In addition to your Local Advertising Requirement, you may wish to use web based platforms such as Facebook, Twitter, LinkedIn, TikTok, Pinterest, In
anchises Available” and the addresses of our Website and phone number. In addition to your Local Advertising Requirement, you may wish to use web based platforms such as Facebook, Twitter, LinkedIn, T
r. In addition to your Local Advertising Requirement, you may wish to use web based platforms such as Facebook, Twitter, LinkedIn, TikTok, Pinterest, Instagram, YouTube, Snapchat, Yelp, Google+, blogs
ite and phone number. In addition to your Local Advertising Requirement, you may wish to use web based platforms such as Facebook, Twitter, LinkedIn, TikTok, Pinterest, Instagram, YouTube, Snapchat, Y
Franchisor behaviours
What the franchisor requires
28 requirements the franchisor states in this filing, each in its own words; 4 explicit no's; 2 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?
YesItem 11
You must use an accounting system capable of generating sufficient accounting reports and information that we require from time to time.
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
We will have independent access to your sales information and other data produced by your POS System.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
within fifteen (15) days after the end of each month, a balance sheet and profit and loss statement; and (b) within thirty (30) days after the end of the fiscal year a profit and loss statement, balance sheet, and cash flow statement for the immediately preceding fiscal year reflecting all year-end adjustments.
How the franchisor buys
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesFranchise agreement
We may designate or require our approval of the types, models, brands, formats, providers, performers or suppliers of any Products or services, and any of the ingredients, components, equipment, supplies, goods, uniform apparel, insurance carriers, financial services, employee benefit plans, merchant accounts and…
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
Neither we nor our affiliate derived any revenue from the sale of required products and services to franchisees or received payments from any designated suppliers because of transactions with franchisees during the 2024 fiscal year.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
We and our affiliates reserve the right to earn revenue from Approved Suppliers, such as rebates or commissions, on account of their sales of any goods or services to our franchisees, including required purchases.
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?
20Item 8
We estimate that your total initial required purchases and leases will be approximately 90% of the cost of your initial purchases and leases and 20% or more of annual purchases and leases on an on-going basis for the operation of your Bakery.
Does the franchisor charge a fee to evaluate a proposed supplier?
YesFranchise agreement
You will be responsible for our out-of-pocket expenses plus the then-current per diem charges for our personnel or third parties to test and evaluate your proposed supplier and/or supplies.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
You may request in writing our approval of alternative suppliers that are not currently approved by us.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
Upon termination or expiration of this Agreement you will assign such telephone number to us.
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesItem 1
You must comply with the Payment Card Industry Data Security Standard (“PCI DSS”) established by major credit card brands to ensure that merchants securely store, process, and transmit customer credit information.
Franchise management
Must the franchisee participate in a customer-satisfaction or net-promoter survey program?
YesFranchise agreement
You agree to present to your customers such evaluation forms that we periodically prescribe and to participate and/or request your customers to participate in any surveys performed by us or on our behalf.
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesItem 11
From time to time and in our sole discretion, conduct inspections of your Bakery, evaluate ingredients used and Products sold at your Bakery and recommend changes to enhance your Bakery to ensure that it fully complies with the System and the Operations Manuals as we deem necessary and appropriate in our discretion.
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
The Operations Manual may be modified by us from time to time to reflect changes in the System Standards.
Must the franchisor approve the franchisee's site or location before opening?
YesFranchise agreement
You must obtain our approval of a site and purchase or enter into a lease for the approved site for the Bakery within the Designated Search Area within six (6) months of the Effective Date or we may terminate the Agreement pursuant to Section 18.2(c).
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 11
Neither you, nor any of your Owners or employees, are permitted to use an e-mail address that is not associated with our www.thehappymixer.com URL for your The Happy Mixer Franchise.
Is a minimum grand opening advertising spend required?
YesItem 11
You are required to spend at least $3,000, from the period beginning no earlier than thirty (30) days prior to the opening of the Bakery and ending no later than sixty (60) days after opening for advertising to promote the opening of the Bakery.
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 1% of annual Gross Sales on local marketing and advertising (in addition to the grand opening expenditures), commencing upon the opening of your Bakery (the “Local Advertising 24 The Happy Mixer 2025 Franchise Disclosure Document 165770088.5 Requirement”).
Must the franchisee participate in a customer loyalty or rewards program?
YesFranchise agreement
You must participate in, and comply with the requirements of, any gift card, gift certificate, customer loyalty, customer retention, or special promotional program that we implement for all or part of the System.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
You will be required to purchase certain products and services only from suppliers that we approve including manufacturers, distributors, suppliers, vendors, merchants or providers of goods and services (“Approved Suppliers”).
Must equipment be purchased from designated or approved suppliers?
YesItem 8
You will be required to purchase certain products and services only from suppliers that we approve including manufacturers, distributors, suppliers, vendors, merchants or providers of goods and services (“Approved Suppliers”).
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
We will automatically draft Royalty Fees, Brand Fund Contributions and any additional fees due to us from your bank account according to the terms of the Franchise Agreement.
Must the franchisee participate in a gift card program?
YesItem 11
You must participate in, and comply with the requirements of, any gift card, gift certificate, customer loyalty or retention, or special promotional program that we implement for all or part of the System and sign the forms and take the other action we require for you to participate in these programs.
People
Must employees wear uniforms specified by the franchisor?
YesFranchise agreement
causing all employees of the Bakery, while working in the Bakery, to: (i) wear uniforms of such color, design, and other specifications as we may designate from time to time
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesFranchise agreement
You agree to purchase the Point-of-Sale System (“POS System”) we designate.
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We will have independent access to your sales information and other data produced by your POS System.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
We reserve the right to impose reasonable charges for training materials in connection with continuing, supplemental, additional or required training courses.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 11
Your failure to attend mandatory seminars, meetings or conferences will be treated as a default under the Franchise Agreement.
The filing answers no to 4 questions
- Is the franchisor or an affiliate itself a supplier of required products, services or systems?Item 8
- Is there a franchisee advisory council, association or committee?Franchise agreement
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
- Does the franchisor require minimum staffing levels or specific roles?Franchise agreement
The vendor opportunity at The Happy Mixer
The Happy Mixer operates 3 retail food locations, all company-owned as of the 2026 Franchise Disclosure Document. No franchised units are reported, and year-over-year unit growth is not disclosed. For software vendors, the total addressable market is confined to these 3 units and a single headquarters in Pennsylvania. The royalty rate is 6.0%, and the initial franchise term runs 10 years. Average unit volume (AUV) is not provided in the FDD, so revenue-based sizing is unavailable. This is a micro-system where any software sale would be a direct engagement with the founders.
Who controls software purchasing
Purchasing authority sits with the two Co-Founders listed in Item 1 of the FDD: Timothy Mourer, Co-Founder, Chief Executive Officer and President, and Lisa Mourer, Co-Founder and Chief Operating Officer and Vice-President. In a 3-unit, founder-led organization, there is no separate IT or procurement department. Vendors should expect that Timothy or Lisa personally evaluate, approve, and implement any new software. The decision-making process is likely informal and relationship-driven, with a focus on tools that integrate with their mandated accounting platform.
Mandated and current tech stack
The only technology system explicitly mandated in the 2026 FDD is QuickBooks® Online by Intuit Inc. This is a cloud-based accounting platform, and its mandate signals that financial management is a controlled function. No point-of-sale, payroll, scheduling, inventory, or CRM systems are named as mandated or recommended. The absence of other named vendors suggests the franchise either uses non-mandated tools chosen at the unit level or has not standardized beyond accounting. For a vendor, the QuickBooks mandate is both a constraint and an integration opportunity—any solution that syncs with QuickBooks Online may face a lower adoption barrier.
Procurement, renewals, and timing
The FDD does not include an Item 8 extract, so the formal procurement model—whether designated supplier, approved supplier, or open—is not publicly known. Renewal terms are detailed in Item 17: a franchisee in good standing may renew for one additional 10-year term, provided they give 180 days' notice, complete required refurbishments, execute the then-current franchise agreement, and pay a renewal fee equal to the greater of $17,500 or 50% of the then-current initial franchise fee. For software vendors, the renewal cycle is a potential trigger for technology refresh discussions, but with only 3 company-owned units, the practical sales window is whenever the founders decide to evaluate new tools.
How to read the The Happy Mixer FDD
The full 2026 Franchise Disclosure Document for The Happy Mixer is embedded below. Key sections for software vendors include Item 1 (the franchisor and its executives), Item 11 (the mandated QuickBooks Online system), and Item 17 (renewal conditions and timing). Because no franchised units exist, Items 19 and 20, which typically cover franchisee performance and outlet tables, are less relevant here. Focus on the executive team and the accounting mandate to shape your pitch. For a ranked target list of franchise systems that match your software, reach out to FranCloud.
Questions vendors ask
The Happy Mixer, answered from the filing
Read the filing itself
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FDD alert
Tell me when this brand refiles.
We’ll email you the moment The Happy Mixer files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
5 operators run 5 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Top states by locations
| PA | 4 |
|---|---|
| WI | 1 |
Related Retail food brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.