In this exclusive Franchise Chatter FDD Talk post, you’ll learn the following:
Section I – Estimated initial investment (franchise costs) for a Wallaby Windows franchise, based on Item 7 of the company’s 2024 FDD
Section II – Initial franchise fee, royalty fee, and marketing fee for a Wallaby Windows franchise, based on Items 5 and 6 of the company’s 2024 FDD
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Section IV – News updates on the Wallaby Windows franchise opportunity
Section V – Presentation and analysis of Wallaby Windows’ financial performance representations (average revenues and/or profits), based on Item 19 of the company’s 2024 FDD, including information on the:
- 2023 net revenue, total cost of goods sold, gross profit margin, SG&A/disclosed expenses, and net revenue less total cost of goods sold and total SG&A/disclosed expenses for the one company-owned Wallaby Windows business
- 2023 total number of jobs, total reported advertising cost, average reported advertising cost per job, total adjusted advertising cost, and average adjusted advertising cost per job for the one company-owned Wallaby Windows business
- 2023 total number of jobs, and average, median, maximum, and minimum ticket for the one company-owned Wallaby Windows business
Section VI – Key ratios, comparables, computations, and analyses for the Wallaby Windows franchise opportunity (exclusive content for Platinum subscribers)
Section I – Wallaby Windows Franchise Costs
- Wallaby Windows franchise costs, based on Item 7 of the company’s 2024 FDD:
- Initial Franchise Fee: $49,500
- Training Expenses: $500 to $3,000
- Equipment and Vehicles: $10,456 to $75,040
- GPS Tracking Systems: $150 to $400
- Insurances: $2,000 to $6,000
- Advertising/Marketing (Lead Generation): $14,000
- Opening Advertising: $20,000
- Professional Fees: $1,000 to $5,000
- Office Related Expenses: $500 to $1,250
- Computer, Phone, and Technology Systems: $3,000 to $6,000
- Custom Marketing and Services Activation Fee: $5,000
- Software Implementation Assistance Fee: $2,500
- Business Licenses and Permits: $0 to $4,000
- Additional Funds – 3 Months: $50,000
- Total Estimated Wallaby Windows Franchise Costs: $158,606 to $241,690
Section II – Wallaby Windows’ Initial Franchise Fee, Royalty Fee, and Marketing Fee
- Wallaby Windows’ initial franchise fee, royalty fee, and marketing fee, based on Items 5 and 6 of the company’s 2024 FDD:
- Initial Franchise Fee: $49,500 for a baseline population of 200,000. You may purchase additional population for a cost of $0.25 per person.
- Royalty Fee: 5% of gross sales during the first 6 months of operations. Beginning at month 7 of operations, the greater of 5% or the required minimum royalty.
- Local Marketing: the greater of $3,500 or 5% of gross sales per month, plus advertising agency management fees, beginning the month prior to opening
- Brand Fund Contribution: currently 1% of gross sales; maximum of 2% of gross sales
Section III – Number of Franchised and Company-Owned Wallaby Windows Outlets
Franchised
2021
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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
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- Outlets at the End of the Year: 0
- Net Change: 0
2022
- Outlets at the Start of the Year: 0
- Outlets at the End of the Year: 0
- Net Change: 0
2023
- Outlets at the Start of the Year: 0
- Outlets at the End of the Year: 45
- Net Change: +45
Company-Owned
2021
- Outlets at the Start of the Year: 0
- Outlets at the End of the Year: 0
- Net Change: 0
2022
- Outlets at the Start of the Year: 0
- Outlets at the End of the Year: 3
- Net Change: +3
2023
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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.📈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: 3
- Outlets at the End of the Year: 3
- Net Change: 0
Section IV – News Updates on the Wallaby Windows Franchise
Section V – Financial Performance Representations (Average Revenues and/or Profits) for the Wallaby Windows Franchise (Item 19, 2024 FDD)
Part 1 – 2023 Calendar Year Revenue Minus Disclosed Costs
- This table sets forth historical revenue and certain operating expense information of the one Wallaby Windows Business in 2023.
Net Revenue: $3,335,965 (100.0%)
Cost of Goods Sold
- Subcontractor/Installation: $461,384 (13.8%)
- Materials: $1,582,805 (47.4%)
- Permit Fees: $38,041 (1.1%)
- Sales Commissions: $166,101 (5.0%)
- Total Cost of Goods Sold: $2,248,331 (67.4%)
Gross Profit Margin: $1,087,635 (32.6%)
SG&A/Disclosed Expenses
- Royalties: $166,798 (5.0%)
- Brand Fund Contributions: $33,360 (1.0%)
- Contact Center Fees: $50,039 (1.5%)
- Advertising: $166,798 (5.0%)
- Finance Charge: $7,286 (0.2%)
- Credit Card Processing Fees: $476 (0.0%)
- Auto Insurance: $12,817 (0.4%)
- General Liability Insurance: $5,030 (0.2%)
- Workman’s Comp. Insurance: $6,946 (0.2%)
- Technology Fee: $4,160 (0.1%)
- Telephone Expenses: $2,759 (0.1%)
- Operating Expenses: $19,443 (0.6%)
- Vehicle Expenses: $8,749 (0.3%)
- Project Warranty and Repairs: $7,666 (0.2%)
- Salaries, Wages, and Payroll Taxes: $224,072 (6.7%)
- Total SG&A/Disclosed Expenses: $716,400 (21.5%)
Net Revenue Less Total Cost of Goods Sold and Total SG&A/Disclosed Expenses: $371,235 (11.1%)
- Net Revenues are the value of any windows contract completed in the calendar year 2023 minus any discounts, credits, or refunds applied plus any change order addenda. The figures contained in this Item 19 are based on Accrual Accounting methods. “Accrual Accounting” is an accounting method where revenue or expenses are recorded when a project is completed versus when payment is received or made.
- Sales Commissions of between 3% and 6% were paid to various employees throughout the calendar year. Your commission rates may vary depending on your own agreements with employees. These figures are not requirements nor recommendations.
- Total Cost of Goods Sold is calculated by adding the direct costs of each completed construction job including subcontracted installation labor, equipment rental, materials including windows, doors and other construction material, permits and fees, and sales commission. These are the expenses experienced by the location on which this Item 19 was based. You may incur additional direct costs that are not included in this category. How and where you operate your business may affect how much and the type of direct costs you incur on a window project.
- Gross Margin: This amount is calculated by subtracting Total Cost of Goods Sold from Net Revenues.
- SG&A/Disclosed Expenses: These selling, general, and administrative expenses are the amounts experienced by the reporting location and are provided as a reference. How and where you operate your business will affect some of these expense categories. (Worker’s compensation insurance rates are often set by your state and may vary; Sales Labor Admin and Management may be more or less in your market, etc.)
- Royalties, Brand Fund Contributions, and Contact Center Fees were not paid by the company-owned outlet in 2023, but the amounts shown represent the amounts outlined in the FDD for a franchise-owned outlet.
- Advertising Expenses incurred by the company-owned outlet totaled $123,373 during calendar year 2023. The amount of $166,798 shown reflects a total marketing spend of 5% of net revenues. This amount is more in line with what a new franchise outlet would be likely to invest in marketing and advertising, and it may exceed the 5% of net revenues presented above especially in your first year of operations.
- Finance Charges and Credit Card Processing Fees: In some instances, you may work with consumer financing programs that require you to pay a fee to “buy down” the interest rate. Additionally, certain customers may ask to pay by credit card. These finance fees and discounts can affect your performance, and may be subject to changes based on changes in interest rates.
- The Technology Fee includes the current $80 weekly fee that a franchisee would have paid under the FDD.
- Operating Expenses include various normal operating expenses incurred by the company-owned location. Your results will vary based on your business’s needs. Expenses in this line item include bank charges and fees, dues and subscriptions including those for certain software services, office supplies, travel, meals and entertainment expenses, postage and shipping, small tools and equipment, and uniforms.
- Vehicle Expenses include the fuel, parking, tolls, repairs, and maintenance for both sales vehicles and service vehicles. No vehicle lease expense was incurred by the company-owned location in 2023.
- Project Warranty and Repairs includes the costs of materials and subcontracted labor to repair any customer project that is still under warranty.
- Salaries, Wages, and Payroll Taxes reflect the compensation and employer payroll taxes paid to an administrative employee for the full year of 2023, an Operations Manager for the full year of 2023, and an Operations Technician for a partial year beginning in May of 2023. Your compensation expense will vary based on your local market for similar roles or your specific staffing needs. These figures are not requirements nor recommendations.
- Revenue Less Disclosed Costs: This amount is calculated by subtracting the Total SG&A/Disclosed Expenses and Total Cost of Goods Sold from Net Revenues. This figure is not a substitution for a net profit because that will vary based on your specific situation, debt service, entity structure, facilities requirements, etc. Some installations for jobs sold at the end portion of the reported year are not complete and not included here because, based on the Accrual Accounting method, those jobs will be recognized when they are complete in the next calendar reporting period.
Part 2 – 2023 Average Advertising Cost per Job
- The below chart calculates the average advertising cost per job by taking the actual and adjusted total advertising expense for the reporting period and dividing that amount by the total number of jobs completed in the 2023 calendar year.
2023 Result
- Total Number of Jobs: 206
- Total Reported Advertising Cost: $123,373*
- Average Reported Advertising Cost per Job: $598.90
- Total Adjusted Advertising Cost: $166,798
- Average Adjusted Advertising Cost per Job: $809.70
- *This reflects the actual advertising expenses incurred by the company-owned outlet during the 2023 calendar year.
- The adjusted amount reflects a total marketing spend of 5% of the company-owned outlet’s net revenues in 2023. This 5% of net revenues amount is more in line with what a new franchise outlet would be likely to invest in marketing and advertising, and it may exceed this amount in your first year of operations.
Part 3 – Ticket Price Comparison – Calendar Year 2023
Calendar Year 2023
- Total Number of Jobs: 206
- Average Ticket: $16,193.99
- Number and Percentage Above Average: 82 (39.8%)
- Median Ticket: $13,361.79
- Maximum Ticket: $193,308.18
- Minimum Ticket: $1,611.73
Section VI – Wallaby Windows Franchise Ratios, Comparables, Computations, and Analyses (Exclusive Content for Platinum Subscribers) ⬇️
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