In this exclusive Franchise Chatter FDD Talk post, you’ll learn the following:
Section I – Estimated initial investment (franchise costs) for an Expense Reduction Analysts franchise, based on Item 7 of the company’s 2024 FDD
Section II – Initial franchise fee, royalty fee, and marketing fee for an Expense Reduction Analysts franchise, based on Items 5 and 6 of the company’s 2024 FDD
🎯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.Section III – Number of franchised and company-owned Expense Reduction Analysts outlets at the start of the year and the end of the year for 2021, 2022, and 2023, based on Item 20 of the company’s 2024 FDD
Section IV – News updates on the Expense Reduction Analysts franchise opportunity
Section V – Presentation and analysis of Expense Reduction Analysts’ financial performance representations (average revenues and/or profits), based on Item 19 of the company’s 2024 FDD, including information on the:
- 2023 average, median, high, and low net cumulative receipts for the 58 full-time Expense Reduction Analysts Regional Franchisees that were active throughout the entire 2023 calendar year, by quartile and overall
- 2023 average, median, high, and low net cumulative receipts for the 62 part-time Expense Reduction Analysts Regional Franchisees that were active throughout the entire 2023 calendar year
- 2023 average cumulative invoice total per project, average cumulative royalties total per project, average cumulative marketing fund total per project, average cumulative net total per project, and average projects per client signed at start of engagement for the 102 Expense Reduction Analysts Regional Franchisees operating a total of 144 licenses for the period from January 1, 2023 to December 31, 2024 (the “Review Period”)
Section VI – Key ratios, comparables, computations, and analyses for the Expense Reduction Analysts franchise opportunity (exclusive content for Platinum subscribers)
Section I – Expense Reduction Analysts Franchise Costs
- Expense Reduction Analysts franchise costs, based on Item 7 of the company’s 2024 FDD:
- Initial Franchise Fee: $69,900
- Initial Training and Coaching Fee: $0 to $10,000
- Training Expense: $2,000 to $4,000
- Computer Hardware and Software: $0 to $3,000
- Furniture and Equipment: $0 to $3,000
- Supplies Inventory: $0 to $1,000
- Insurance: $1,000 to $3,500
- Professional Fees: $0 to $5,000
- Permits and Licenses: $100 to $500
- Additional Funds for 3 Months: $3,000 to $6,000
- Total Estimated Expense Reduction Analysts Franchise Costs: $76,000 to $105,900
Section II – Expense Reduction Analysts’ Initial Franchise Fee, Royalty Fee, and Marketing Fee
- Expense Reduction Analysts’ initial franchise fee, royalty fee, and marketing fee, based on Items 5 and 6 of the company’s 2024 FDD:
- Initial Franchise Fee: $69,900
- Royalty Fee: Royalty Fee is the greater of: (i) 15% of annual Net Cumulative Receipts for the immediately preceding calendar month; or (ii) the applicable minimum royalty fee (the “Minimum Royalty Fee”)
- Marketing Fund Contributions: 3% of annual Net Cumulative Receipts
Section III – Number of Franchised and Company-Owned Expense Reduction Analysts Outlets
Franchised
2021
🎯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.🔴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: 141
- Outlets at the End of the Year: 145
- Net Change: +4
2022
- Outlets at the Start of the Year: 145
- Outlets at the End of the Year: 136
- Net Change: -9
2023
- Outlets at the Start of the Year: 136
- Outlets at the End of the Year: 144
- Net Change: +8
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: 0
- Net Change: 0
2023
🎯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: 0
- Outlets at the End of the Year: 2
- Net Change: +2
Section IV – News Updates on the Expense Reduction Analysts Franchise
Section V – Financial Performance Representations (Average Revenues and/or Profits) for the Expense Reduction Analysts Franchise (Item 19, 2024 FDD)
- The following tables present unaudited information about the historical Net Cumulative Receipts generated by 102 of Expense Reduction Analysts’ Regional Franchisees operating a total of 144 licenses for the period from January 1, 2023 to December 31, 2024 (the “Review Period”).
- This is a historic financial performance representation of active Regional Franchisees that have been operating a franchise substantially similar to the type offered in the Disclosure Document for at least 18 months.
- The franchise information contained herein does not include data for (i) area franchises; (ii) company-owned and company-affiliated outlets; (iii) and those terminated, reacquired, non-renewal, or mutually ceased operations for other reasons (where “other reasons” are typically agreed-to for medical, special circumstances, death, or other similar reasons); and (iv) the 11 Regional Franchisees that began operating in 2023.
- Note: Only franchisees who have completed the 18-month start-up phase using the elected Initial Special Marketing Program (“ISMP”) prior to the beginning of the 2023 fiscal year are included in the numbers below.
Part 1 – Net Cumulative Receipts of Full-Time Franchisees by Range for the 12 Months Ending December 31, 2023
1st Quartile
- Number of Full-Time Franchisees: 15
- Average Net Cumulative Receipts: $703,746
- Median Net Cumulative Receipts: $552,767
- Highest Net Cumulative Receipts: $1,465,022
- Lowest Net Cumulative Receipts: $371,047
2nd Quartile
- Number of Full-Time Franchisees: 14
- Average Net Cumulative Receipts: $320,539
- Median Net Cumulative Receipts: $310,221
- Highest Net Cumulative Receipts: $367,365
- Lowest Net Cumulative Receipts: $270,321
3rd Quartile
- Number of Full-Time Franchisees: 14
- Average Net Cumulative Receipts: $215,526
- Median Net Cumulative Receipts: $197,282
- Highest Net Cumulative Receipts: $267,643
- Lowest Net Cumulative Receipts: $159,899
4th Quartile
- Number of Full-Time Franchisees: 15
- Average Net Cumulative Receipts: $119,835
- Median Net Cumulative Receipts: $121,778
- Highest Net Cumulative Receipts: $159,172
- Lowest Net Cumulative Receipts: $79,319
All
- Number of Full-Time Franchisees: 58
- Average Net Cumulative Receipts: $327,252
- Median Net Cumulative Receipts: $268,982
- Highest Net Cumulative Receipts: $1,465,022
- Lowest Net Cumulative Receipts: $79,319
- Number of Full-Time Franchisees Achieving the Average: 19
- Percentage of Full-Time Franchisees Achieving the Average: 33%
Part 2 – Net Cumulative Receipts of Part-Time Franchisees for the 12 Months Ending December 31, 2023
- Number of Part-Time Franchisees: 62
- Average Net Cumulative Receipts: $41,642
- Median Net Cumulative Receipts: $14,642
- Highest Net Cumulative Receipts: $277,982
- Lowest Net Cumulative Receipts: $0
- Number of Part-Time Franchisees Achieving the Average: 17
- Percentage of Part-Time Franchisees Achieving the Average: 27%
- “Net Cumulative Receipts” means Gross Revenue less any fees that you agree to pay in connection with any Joint Venture Agreement that you enter into with another Consulting Business franchisee to provide Approved Products and Services in connection with a given Client, subject to the terms of your Franchise Agreement. A joint venture agreement is an agreement entered into between a franchisee with another franchisee or third party that delegates certain responsibilities and duties to other people.
- “Range” refers to the relative performance ranking of the Regional Franchisees. Therefore, the “Top 25%” refers to the top 25% of the franchisee count, ranked by Net Cumulative Receipts, the “Medium Top” range refers to the next 25% of the franchisee count, the “Medium Low” range refers to the next 25% of the franchisee count, and the “Low 25%” range refers to the last 25% of the franchisee count.
- An “Active Franchisee” is a Regional Franchisee that was active throughout the entire calendar year from January 1, 2023 to December 31, 2023. To this end, an “Inactive Franchisee” is a franchisee that did not operate the Expense Reduction Analysts Business for all 12 months during the calendar year of 2023.
- The financial performance information is separated into two tables: one for Full-Time Franchisees, and one for Part-Time Franchisees. Expense Reduction Analysts does not track the number of hours its franchisees work, but it can determine through their interactions with its systems and staff which franchisees are dedicating their full time and attention to the franchised business (“Full-Time Franchisees”).
Part 3 – Project Information
2023
- Average Cumulative Invoice Total Per Project: $34,773
- Average Cumulative Royalties (15%) Total Per Project: $5,216
- Average Cumulative Marketing Fund (3%) Total Per Project: $1,043
- Average Cumulative Net Total Per Project: $28,514
- Average Projects Per Client Signed at Start of Engagement: 5.1
- Median Project Total Invoice: $14,665
- High Project Total Invoice: $638,278
- Low Project Total Invoice: $130
- Number and Percentile That Met or Exceeded Average Total Invoicing; 181 (26%)
- Number and Percentile That Met or Exceeded Median Total Invoicing: 342 (50%)
- Some outlets have earned this amount. Your individual results may differ. There is no assurance that you will earn as much.
Section VI – Expense Reduction Analysts Franchise Ratios, Comparables, Computations, and Analyses (Exclusive Content for Platinum Subscribers) ⬇️
To Access the Rest of This Article and Other Premium, Income-Enhancing Content, Subscribe Now or Log In.
Gain the Insider Information (and Actual Earnings Data) You Need to Make a Safe and Smart Franchise Investment. Click Here to Learn More.
Gain
the Insider Information (and Actual Earnings Data) You Need to Make a
Safe and Smart Franchise Investment - See more at:
https://www.franchisechatter.com/register/#sthash.le7wKJKM.dpuf
The Best of Franchise Chatter
🥇The Most Profitable Franchises of 2026
🥈Franchises Ranked by Average Revenues
🥉Franchises Ranked by Average Profits
🏆Franchise Winners, Survivors & Losers
Subscribe Now or Log In
Franchise Chatter is reader-supported. We may receive a commission for leads generated from affiliate links and banners on our site.
Leave a Reply