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Franchise
Foundations
1.0
Franchise Foundations
1.1
The FTC Franchise Rule
1.2
Entity Structures
1.2.1
Types of Business Entities
1.2.2
Advantages/Disadvantages
1.3
Types of Franchise Offerings
1.3.1
Single Unit Ownership
1.3.2
Multi-Unit Ownership
1.3.3
Area Representative Ownership
1.3.4
Master Franchise Ownership
1.3.5
Fractional Franchise
1.4
Non-Traditional Locations
What is an
FDD?
2.0
What is an FDD?
2.1
The Franchisor Parents, Predecessors, and Affiliates ITEM 1
2.2
Business Experience ITEM 2
2.3
Litigation ITEM 3
2.4
Bankruptcy ITEM 4
2.5
Initial Fees ITEM 5
2.6
Other Fees ITEM 6
2.7
Estimated Initial Investment ITEM 7
2.8
Restrictions on Sources of Products and Services ITEM 8
2.9
Franchisee Obligations ITEM 9
2.10
Financing ITEM 10
2.11
Franchisor’s Assistance, Advertising, Computer Systems and Training ITEM 11
2.11.1
Pre-Opening Obligations
2.11.2
Time to Open
2.11.3
Post Opening Obligations
2.11.4
Advertising Council
2.11.5
Advertising
2.11.6
Brand Fund
2.11.7
Computer Systems
2.11.8
Operations Manual
2.11.9
Training
2.12
Territory ITEM 12
2.13
Trademarks ITEM 13
2.14
Patents, Copyrights, and Proprietary Information ITEM 14
2.15
Obligation to Participate in the Actual Operations of the Franchised Business ITEM 15
2.16
Restrictions on What the Franchisee May Sell ITEM 16
2.17
Renewal, Termination, Transfer, and Dispute Resolution ITEM 17
2.18
Public Figures ITEM 18
2.19
Financial Performance Representation ITEM 19
2.20
Outlets and Franchisee Information ITEM 20
2.21
Financial Statements ITEM 21
2.22
Contracts ITEM 22
2.23
Receipts ITEM 23
2.24
Operations Manual
2.25
Franchise Agreement
2.26
MUDA
Regulatory
Compliance
3.0
Regulatory Compliance
3.1
Federal Requirements and Available Exemptions
3.1.1
Federal Exemptions
3.2
State-Specific Filing Requirements and Available Exemptions
3.2.1
California
3.2.2
Connecticut
3.2.3
Florida
3.2.4
Hawaii
3.2.5
Illinois
3.2.6
Indiana
3.2.7
Kentucky
3.2.8
Louisiana
3.2.9
Maine
3.2.10
Maryland
3.2.11
Michigan
3.2.12
Minnesota
3.2.13
Nebraska
3.2.14
New York
3.2.15
North Carolina
3.2.16
North Dakota
3.2.17
Rhode Island
3.2.18
South Carolina
3.2.19
South Dakota
3.2.20
Texas
3.2.21
Utah
3.2.22
Virginia
3.2.23
Washington
3.2.24
Wisconsin
3.3
Financial Assurance
3.3.1
Fee Deferral
3.3.2
Surety Bond
3.3.3
Escrow
3.3.4
Guarantee of Performance
3.3.5
Posting a Certificate of Deposit
3.4
Timing of Annual Updates
3.5
When Can I Use the New FDD?
3.6
Amending the FDD for Material Changes
Generating and Recruiting
New Franchises
4.0
Generating and Recruiting New Franchises
4.1
Marketing Guidelines for New Franchisees
4.1.1
Be Careful of Making Financial Performance Representations
4.2
Lead Generation Strategy
4.2.1
Internal Sales
4.2.2
Outside Sales Companies and Broker Networks
4.3
Sales Process
4.3.1
Step 1: Initial Introduction Call
4.3.2
Step 2: FDD Review Call
4.3.3
Step 3: Franchisee Validation
4.3.4
Step 4: Discovery Day
4.3.5
Step 5: Signing the Franchise Agreement
Awarding New
Franchises
5.0
Awarding New Franchises
5.1
Preliminary Screening & Data Collection
5.2
Financing
5.2.1
401k Rollovers
5.2.2
Other Sources
5.3
Disclosing
5.3.1
What is Disclosing
5.3.2
Who You Disclose?
5.3.3
How You Disclose
5.4
How to Use Our Email Templates
5.5
Territory
5.6
Approval Process – New Franchisee Vetting
5.7
Signing the Franchise Agreement
5.7.1
14-Day Waiting Period
5.7.2
Addenda / Negotiated Changes
5.7.3
Drafting the Agreement
5.7.4
Amendments
Signing through
Opening
6.0
Signing through Opening
6.0.1
Collection of Initial Fees
6.0.2
Executed Agreement
6.0.3
Important Dates
6.1
Real Estate
6.1.1
Lease Approval for Franchisor Benefits
6.1.2
Site Selection Guidelines
6.1.3
Assignment of Territory
6.1.4
Fulfilling Item 11
6.1.5
Conditional Assignment of Lease
6.1.6
Construction
6.2
Training
6.3
Pre-Opening Checklist
6.3.1
Business License, Entity Name Approval, Proof of Insurance and ACH
6.3.2
Manager Non-Competes
6.3.3
Standard Chart of Accounts
6.4
Finalizing Franchisee Launch
Active
Franchisees
Building
Long Term Value
International
Franchising
9.0
International Franchising
9.1
Being Ready/Timing
9.2
Types of International Expansion
9.3
International Trademarks
9.3.1
Madrid Protocol
9.4
Countries with Franchise Laws
9.5
Local Counsel
9.6
What Are the Costs of International Expansion?
9.7
Human Resource Considerations
9.8
Success at Home
9.9
Where to Expand
Glossary of
Terms
8
Building Long Term Value
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