Greg Stumm, CFA, CAIA’s Post

What is a large investor exemption? As a franchise developer going through the sales process, you initiate your first call with a potential franchise candidate, and then you send them the Franchise Disclosure Document (FDD) to look at the franchise offering if they initially qualify net worth, liquidity and operational criteria. Now you're coming to a place where you need to decide how you are going to share financial information during the discovery process with your candidate. As a franchise developer, using the large investor exemption can provide a strategic edge during the sales process. If your candidate has a net worth over $7.3 million, they can sign the exemption form, allowing you to share more detailed financial information, including historical performance. However, it’s crucial to validate their financials before sharing sensitive data. Have you ever used the large investor exemption in your sales process? #FranchiseDevelopment #BusinessGrowth #InvestorExemption #FranchiseSales

Curious about purchasing a franchise but not sure how to go about funding it? Join us tomorrow as Jason Juric from Guidant Financial explains the most efficient methods of franchise funding. RSVP Now: https://lnkd.in/e43Apa3d

Thinking of starting a franchise or an independent business? One key difference is that franchises are regulated by the Federal Trade Commission (FTC), requiring a comprehensive Franchise Disclosure Document (FDD). This document provides valuable insights, including franchisee contact info, costs, and any litigation history. Franchising offers extensive disclosure, allowing you to speak with existing franchisees and assess their success, training, and support. This thorough research can significantly reduce your risk. Ready to dive deeper into franchise due diligence? Connect with me for a quick chat! #FranchiseDisclosure #FranchiseDueDiligence #FranchiseInvestigation #BusinessRegulation

Demystifying the Franchise Disclosure Document (FDD): Essential Knowledge for Aspiring Franchisees Are you considering investing in a franchise? Understanding the Franchise Disclosure Document (FDD) is crucial to making an informed decision. Today we look into this video featuring our President, @christopher.j.conner, who breaks down the complexities of the FDD in clear, accessible terms. In this insightful video, you'll learn: * The definition and purpose of an FDD * Why it's a critical tool for potential franchisees * Key sections of the document and what they mean * How to effectively use the FDD in your decision-making process Whether you're a first-time franchise investor or an experienced business owner looking to expand your portfolio, this video offers valuable insights to guide your franchise journey. 🎥 Watch the full video here: https://lnkd.in/e3XF9jNJ I'd love to hear your thoughts: What aspects of the FDD do you find most challenging? How has your understanding of the FDD impacted your franchise decisions? #FranchiseEducation #BusinessOwnership #EntrepreneurialInsights #FranchiseInvestment

The franchise disclosure document is just one of many pieces of information a franchisor must submit to register a franchise in New York. Other documents include the Uniform Franchise Registration Application and Certification, the Costs and Source of Funds form, the Consent to Service of Process form, the Sales Agent Disclosure form, and, in some cases, the Guarantee of Performance form. For start-up or emerging franchisors, our attorneys assist in the preparation and registration of all required legal documentation, so you don't have to worry. Learn more: https://bit.ly/4a84rRy #FranchiseDisclosureDocument #NewYorkFranchise #LegalDocuments

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Navigating the world of franchise investment? Our guide gives insight into the Franchise Disclosure Document 🔍 Understand the key areas before making your big decision! Learn more through our article! #FranchiseInvestment #InformedDecision #BusinessAlliance #FDDGuide #FranchisingFuture #franchising101 #smartinvesting #BusinessInsights #FranchiseKnowledge #InvestmentInsight

Navigating the world of franchise investment? Our guide gives insight into the Franchise Disclosure Document 🔍 Understand the key areas before making your big decision! Learn more through our article! #FranchiseInvestment #InformedDecision #BusinessAlliance #FDDGuide #FranchisingFuture #franchising101 #smartinvesting #BusinessInsights #FranchiseKnowledge #InvestmentInsight

Navigating the world of franchise investment? Our guide gives insight into the Franchise Disclosure Document 🔍 Understand the key areas before making your big decision! Learn more through our article! #FranchiseInvestment #InformedDecision #BusinessAlliance #FDDGuide #FranchisingFuture #franchising101 #smartinvesting #BusinessInsights #FranchiseKnowledge #InvestmentInsight

Navigating the world of franchise investment? Our guide gives insight into the Franchise Disclosure Document 🔍 Understand the key areas before making your big decision! Learn more through our article! #FranchiseInvestment #InformedDecision #BusinessAlliance #FDDGuide #FranchisingFuture #franchising101 #smartinvesting #BusinessInsights #FranchiseKnowledge #InvestmentInsight