Nuts & Bolts of Franchising

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AnOverviewofFranchising

Is it an appropriate strategy for your business?

} FTC rule 436 cites three elements that legally define a franchise:

◦ The use of a common trademark

◦ The exercise of control or provision of assistance

◦ The collection of fees, royalties, mark-ups or other monies from the franchisees

} If you have all three elements, you are a franchise, regardless of what you call it

} Some state definitions vary, but are similar

} The ability to expand using franchisees’ capital

} Franchisees are typically more motivated to succeed than salaried managers

} Franchising promotes increased quality at the unit level

} Franchising enables a company to grow faster than it otherwise could through corporate expansion

} Reduced risk and liability for the franchisor

} Fewer concerns over day-to-day operations

} Develop a business implementation plan

} Draft legal documents requiredbylaw

} Develop an Operations Manual

} Establish quality control mechanisms that franchisees will be required to follow

} Plan your marketing

} Develop a website dedicated to your franchising effort

} Develop marketing materials to help sell franchises

} Design a franchise sales strategy

} Advertise your franchise opportunity to generate leads

} Should be developed by experts

} Be sure the person doing the work has extensive franchise experience

} Must focus on implementation as well as the development of your franchise program

} Include organization charts, staffing analysis, primary and secondary research, detailed cash flow and sensitivity analysis

} Don’t rely on guesswork – thoroughplanningiscritical tothelong-termsuccessofanyfranchiseprogram

} Franchise legal documents should be drafted by a qualified franchise attorney

} Be sure the lawyer is a franchise expert, and has at least ten years of franchise experience

} Consultants with expertise in developing and managing franchise systems can assist you and your attorney in developing the business relationship (franchisor/franchisee) to be detailed in the legal documents

} Motivate and train your corporate staff to understand and support the franchise system

} Develop a comprehensive Operations Manual

} Prepare a detailed training program

} Consider on-line training tools

} Beware of Liability Concerns:

◦ Inaccurate or incomplete information provided in an Operations Manual can create liability.

◦ Franchisor liability can also be created if an Operations Manual inadvertently triggers “Agency Law”

} If you’re planning for aggressive expansion, create a formal written marketing plan outlining your strategies and budget

} Maximize quality control and brand awareness by expanding regionally first – before you consider national growth

} Don’t expand faster than your support capability

} Use a specialist in helping you plan for growth.

} Remember, one incremental franchise sale can mean hundreds of thousands of dollars gained or lost

} Your marketing materials create a critical first impression of your franchise opportunity

} Your website should be your first concern

} Develop a mini-brochure for the sake of economy

} A full-sized brochure or e-brochure is essential for credibility

} Work with professionals who understand the unique nature of marketing a franchised concept

} What you can and cannot say in your marketing is regulated by state agencies – be sure to have your attorney and the states review all materials

} Your franchise program will not succeed unless you select quality franchisees

} Develop a comprehensive and detailed strategy for evaluating and approving franchise candidates

} Prepare your staff for supporting your franchise sales effort

} Obtain ongoing coaching from experts with experience in franchise sales

} The franchise sales process cannot be taught in a day

} Voted #1 Franchise Consulting Firm in North America in an Independent Survey of 1,100+ Franchisors, Multiple Years in a Row

} More hands-on experience than any other firm

◦ Consultants with over 900 combined years of franchise experience

◦ 98 out of the top 200 franchise companies

◦ Offices in Chicago, Dallas, Los Angeles, Boca Raton, Miami-Fort Lauderdale, Atlanta, Dubai, UAE & Riyadh

} More “senior level” experience

◦ Hands-on experience at start-up and established franchisors

◦ Former CEOs, CFOs, EVPs of more than 50 different franchise companies

– Adia (now Adecco), Armstrong Tile, Auntie Anne’s, Dunkin Donuts, LINE-X, Pearle Vision, McDonald’s, PIP Printing, Schlotzsky’s, Snap-on Tools, Snelling & Snelling, and other national brands

} The ability to bring more resources

◦ Faster completion

◦ Ability to provide assistance in several areas simultaneously

} Breadth across four functional areas

◦ Strategic planning

◦ Quality control

◦ Marketing

◦ Organizational development

} Franchise experience in 50+ countries

} Numerous awards and publications

} Develop business and implementation plans

} Coordinate development required legal documents*

} Create operations manuals and training tools

} Develop marketing plans, including digital marketing strategies

} Develop marketing tools (websites, brochures, videos)

} Develop sales strategies and methodologies

} Provide long-term implementation assistance Ourrelationshipisbasedontheuniqueneedsofeachclient

*Inconjunctionwithselectedindependentfranchiselegalrepresentation

} We accept a limited number of engagements

} We focus on long-term project involvement

} We specialize in implementation strategies and assistance

} We invest in people, notoverhead

◦ Senior Consultants average 25+yearsofexperience

◦ We bring real world expertise to your franchising efforts

◦ Our consultants do not learn at your expense

See consultant bios here.

} Consulting and legal costs vary depending on the scope of each project

} Our pricing is designed to meet the needs of each client with whom we work

} Do not go into franchising undercapitalized

◦ Expect to pay consulting and legal fees of $50,000 or more

◦ In addition to consulting fees, plan on spending about $10,000 per franchise sale on advertising

◦ Be wary of anyone who tells you that you can franchise without a significant commitment of resources

} Call us to discuss your concept

} If your business is qualified, we will schedule a no-cost consultation

} Your consultation will determine:

◦ Is franchising the right strategy for you?

◦ Is your business franchisable?

◦ What steps do you need to take?

◦ What specific costs should you expect?

} Visit our web site at ifranchisegroup.com

} Review our corporate brochure

} Request a free copy of our book titled How to Franchise Your Business

} Call us at (708) 957-2300 to talk about your concept and learn more about the services offered by iFranchise Group

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