In this exclusive Franchise Chatter FDD Talk post, you’ll learn the following:
Section I – Estimated initial investment (franchise costs) for a Fundraising University franchise, based on Item 7 of the company’s 2023 FDD
Section II – Initial franchise fee, royalty fee, and marketing fee for a Fundraising University franchise, based on Items 5 and 6 of the company’s 2023 FDD
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Section IV – News updates on the Fundraising University franchise opportunity
Section V – Presentation and analysis of Fundraising University’s financial performance representations (average revenues and/or profits), based on Item 19 of the company’s 2023 FDD, including information on the:
- 2022 average gross sales, operating expenses, and EBITDA for the upper third, middle third, and bottom third performers of the 9 Fundraising University outlets (1 affiliate-owned and 8 franchise-owned) that have been in operation for a full year as of December 31, 2022 and provided Fundraising University with financial information for this Financial Performance Representation
Section VI – Key ratios, comparables, computations, and analyses for the Fundraising University franchise opportunity (exclusive content for Platinum subscribers)
Section I – Fundraising University Franchise Costs
- Fundraising University franchise costs, based on Item 7 of the company’s 2023 FDD:
- Initial Franchise Fee: $69,500
- Training Fee: $15,000
- Furniture, Fixtures, and Equipment: $250 to $750
- Insurance: $300 to $500
- Clinic Sponsorships: $1,000 to $1,200
- Signage: $250 to $350
- Inventory: $250 to $1,000
- Proprietary Software Fee: $800 to $3,734
- Access Discount Subscription: $100 to $467
- Annual Meeting (Including Travel): $0 to $3,000
- Travel, Lodging, and Meals for Initial Training: $1,000 to $2,500
- Accounting: $500 to $2,000
- Additional Funds for 3 Months: $1,000 to $1,500
- Total Estimated Fundraising University Franchise Costs: $89,850 to $101,501
Section II – Fundraising University’s Initial Franchise Fee, Royalty Fee, and Marketing Fee
- Fundraising University’s initial franchise fee, royalty fee, and marketing fee, based on Items 5 and 6 of the company’s 2023 FDD:
- Initial Franchise Fee: $69,500
- Royalty Fee: The Royalty Fee is based on the length of time your franchise has been in operation, the number of territories you purchase, and the total number of high school age students in your territory(ies).
- Brand Fund Contribution: The Brand Fund Contribution is based on the length of time your franchise has been in operation, the number of territories you purchase, and the total number of high school age students in your territory(ies).
- Market Cooperative Contribution: as determined by co-op but not less than 1% of Gross Sales. Currently, none.
- Local Marketing: Your minimum Local Marketing expenditure requirement is based on the length of time your franchise has been in operation, the number of territories you purchase, and the total number of high school age students in your territory(ies).
Section III – Number of Franchised and Company-Owned Fundraising University Outlets
Franchised
2020
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When I owned a UPS Store, I learned firsthand how much your ZIP code shapes your outcome. I sold my store at a premium because my territory was in a high-value area. The best areas go first, and once they're gone, they're gone. Enter your ZIP code, and a territory specialist will walk you through the franchises still available near you, drawing on information that isn't publicly accessible, saving you months of wasted research.🔴Free Webinar: 6 Under-the-Radar Franchise Concepts That Serious Buyers Should Know
Every month we feature 6 standout franchises that could be the opportunity you've been looking for, each evaluated on disclosed financials and matched to the type of buyer most likely to succeed with it. Can't attend live on October 27 at 6PM EST? Register now and we'll send you the full recording the next day. Reserve your spot here.- Outlets at the Start of the Year: 0
- Outlets at the End of the Year: 12
- Net Change: +12
2021
- Outlets at the Start of the Year: 12
- Outlets at the End of the Year: 26
- Net Change: +14
2022
- Outlets at the Start of the Year: 26
- Outlets at the End of the Year: 23
- Net Change: -3
Company-Owned
2020
- Outlets at the Start of the Year: 12
- Outlets at the End of the Year: 12
- Net Change: 0
2021
- Outlets at the Start of the Year: 12
- Outlets at the End of the Year: 12
- Net Change: 0
2022
🎯Find Best-Fit Franchises Still Available in Your Target Area (Free Tool)
When I owned a UPS Store, I learned firsthand how much your ZIP code shapes your outcome. I sold my store at a premium because my territory was in a high-value area. The best areas go first, and once they're gone, they're gone. Enter your ZIP code, and a territory specialist will walk you through the franchises still available near you, drawing on information that isn't publicly accessible, saving you months of wasted research.📈Dreaming of Multi‑Unit Success? Lock In Prime Territories Before They're Gone.
Colin started as a team member at 21 and now owns 6 locations in Tampa Bay. Lisa came from marketing and built 21 in San Diego. The most successful multi-unit owners move early and secure markets with room to grow. Use our free tool to search multiple ZIP codes and find franchises where you can still stack locations, before someone else does. A franchise specialist will be in touch to present what's available.- Outlets at the Start of the Year: 12
- Outlets at the End of the Year: 5
- Net Change: -7
Section IV – News Updates on the Fundraising University Franchise
Section V – Financial Performance Representations (Average Revenues and/or Profits) for the Fundraising University Franchise (Item 19, 2023 FDD)
- This Item contains an historical financial performance representation of Fundraising University’s existing outlets in 2022.
- At the end of calendar year 2022, Fundraising University had a total of 28 outlets, of which 5 were affiliate-owned and 28 were franchise-owned.
- The following tables show the performance of Fundraising University’s outlets that have been in operation for a full year as of December 31, 2022 and provided Fundraising University with financial information for this Financial Performance Representation. Of these outlets, 1 was affiliate-owned and 8 were franchise-owned.
Part 1 – Gross Sales
- Upper third performers average (3 Outlets): $1,203,691
- Middle third performers average (3 Outlets): $487,628
- Lower third performers average (3 Outlets): $253,962
Part 2 – Operating Expenses
- Upper third performers average (3 Outlets): $862,253
- Middle third performers average (3 Outlets): $357,925
- Lower third performers average (3 Outlets): $206,498
Part 3 – EBITDA
- Upper third performers average (3 Outlets): $341,438 (28.54%)
- Middle third performers average (3 Outlets): $129,704 (25.40%)
- Lower third performers average (3 Outlets): $47,463 (16.80%)
- “Gross Sales” includes all consideration, whether by cash, credit, in kind or otherwise, that was derived directly or indirectly from the operation of the represented Fundraising University business.
- The revenue representations in this Item do not reflect the cost of sales, operating expenses, or other expenses that must be deducted from Gross Sales figures to obtain net income or profit.
- For each of the three tables in this Item 19, “Upper third performers,” “Middle third performers,” and “Lower third performers” is determined by Gross Sales only.
- “Operating Expenses” refers to the total amounts paid for the following categories: cost of goods sold, school split, fuel costs, office expenses, marketing, insurance, Royalty Fees, and Brand Fund Contributions.
- Affiliate-owned outlets do not pay Royalty Fees or Brand Fund Contributions. For purposes of this financial performance representation, Total Expenses includes imputed Royalty Fees and Brand Fund Contributions that would have been payable by Fundraising University’s affiliate-owned outlets had each been subject to them. Other than this, there are no material operational or financial differences between affiliate-owned outlets and franchise-owned outlets.
- “EBITDA” refers to Gross Sales less Operating Expenses.
- All outlets listed in this Financial Performance Representation are equal to one territory as described in Item 12.
- Some outlets have sold this amount. Your individual results may differ. There is no assurance you’ll sell as much.
Section VI – Fundraising University Franchise Ratios, Comparables, Computations, and Analyses (Exclusive Content for Platinum Subscribers) ⬇️
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