Franchise Disclosure Document (FDD) Questionnaire

Introduction: This questionnaire is designed to gather necessary information to

draft a customized Franchise Disclosure Document (FDD) for your franchise
system. The FDD is a legal document required by the Federal Trade Commission
(FTC) and state regulatory authorities. Your input is essential in ensuring the FDD
accurately represents your franchise opportunity.

Section 1: General Information

Client/Franchisor Name:

Franchise Brand Name:

Date of Initiation for the FDD Project:

Section 2: Contact Information

Legal Address of the Franchisor:

Primary Contact Person for FDD Development:

Name:

Title:

Phone:

Email:

Section 3: Franchise Overview

Provide an overview of your franchise concept, including its history, mission,

and vision:

Describe the type of franchise opportunity you offer (e.g., single-unit, multi-
unit, area development):
Is your franchise system home-based, brick-and-mortar, or a combination of
both?

Section 4: Franchise Fees and Costs

Detail all initial franchise fees, royalties, and other ongoing fees that
franchisees are required to pay:

What is the estimated total initial investment range for a franchisee,

including working capital?

Do you offer financing or funding assistance to franchisees? If so, provide

details.

Section 5: Franchisee Obligations and Support

Outline the franchisee's obligations, responsibilities, and operational

requirements:

Describe the training and support provided to franchisees before and after
they open their franchise location:

Section 6: Territory and Location

Explain the territory or location selection process for franchisees. Is it

exclusive or protected territories?

Are there specific site criteria or restrictions for franchisee locations? If so,
please provide details.

Section 7: Intellectual Property and Trademarks

List and describe all trademarks, service marks, trade names, and logos
associated with your franchise:

Do franchisees have the right to use these trademarks, and are there any
restrictions on their usage?
Section 8: Legal Matters and Litigation

Have there been any legal disputes, arbitrations, or litigations involving your
franchise system or its key personnel in the past 10 years? If yes, please
provide details.

Section 9: Financial Statements

Provide financial statements for your franchise system, including audited

financial statements, if available.

Section 10: Confidentiality and Non-Disclosure

Explain your expectations regarding the confidentiality of the FDD and any
proprietary information.

Section 11: Review and Approval Process

What is your preferred process for reviewing and approving the draft and
final versions of the FDD?

Section 12: Additional Comments

Is there any other information, specific requests, or considerations you would

like to share to ensure the FDD accurately represents your franchise
opportunity?

Conclusion: Thank you for completing this questionnaire. Your detailed input
will guide us in creating a customized Franchise Disclosure Document that
complies with legal requirements and effectively communicates your franchise
opportunity to potential franchisees. If you have any supporting documents or
additional information, please feel free to attach them.