factual

What topics are included in the Management and Business Administration (MBA) training for Aerus franchisees?

Aerus Franchise · 2025 FDD

Answer from 2025 FDD Document

Hours for Standard and Associates 40 80 | | | | | who sign a Beyond Addendum | | | |Your operating principal and general manager are required to attend our four (4) day Management and Business Administration ("MBA") training program in Dallas, Texas, or such other location within the United States or Canada which we may designate. You may want to bring other employees to training. For in-person training that occurs at Dallas, Texas or an Aerus Business we designate, you may bring up to a total of 3 individuals to training. We may also offer certain aspects of MBA training online through our interactive training website www.aerusuniversity.com and/or allow you to attend certain aspects of MBA training remotely through telephone or web conference. If so, travel may not be required and there is currently no limit to the number of your employees that may attend our remote training options. Training topics include, among others, accounting practices, understanding profit & loss statements with projections, extensive training on our proprietary accounting software (FOAS and FAST), determining order levels of consigned product and parts, recruiting, training and retaining sales and service personnel, marketing and advertising guidelines, database management, strategies when operating a franchise in the healthy home industry. Franchisees who sign a Beyond Addendum must also attend an additional one (1)

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day Beyond Product training. MBA training is held on an as needed basis. However, our interactive training website www.aerusuniversity.com can be accessed online at any time.

All franchisees are also required to attend one (1) week of on-the-job training which shall be conducted in an Aerus Business. Franchisees who sign a Beyond Addendum must also attend an additional one (1) week on-the-job Beyond Product training that must also be conducted at an Aerus Business. (Franchise Agreement Section 8).

We or our affiliates conduct our training program. Aerus' President, Kevin Hickey, supervises the training program. His experience includes over 42 years in the field, and over 17 years as the company's President or similar titles. Various instructors and franchisees provide training. Aerus' Vice President of Sales Operations, Director of Sales Operations and/or Director of National Service, or employees they designate, provide administration, accounting, inventory control and FOAS training. The Executive Vice President- Sales, Area and Regional Director of Franchising, other executives, other regional franchise directors and franchise owners provide training as to sales and service personnel development, real estate and marketing, advertising and database management, store opening assistance and Standard Product Training. All instructors have more than 5 years' experience in the industry. The instructional materials we use includes our Manuals, software systems, product demonstration and other instructional sales videos and materials.

If your personnel do not successfully complete any portion of their required training, we may require them to repeat it.

Source: Item 11 — Franchisor's Assistance, Advertising, Computer Systems, and Training (FDD pages 36–43)

What This Means (2025 FDD)

According to Aerus's 2025 Franchise Disclosure Document, the Management and Business Administration (MBA) training program covers several key topics to prepare franchisees for operating their business. This training is a required four-day program for the operating principal and general manager, held in Dallas, Texas, or another designated location in the United States or Canada. Aerus may also offer aspects of the MBA training online or remotely. Topics covered include accounting practices, understanding profit and loss statements with projections, training on proprietary accounting software (FOAS and FAST), determining order levels of consigned product and parts, recruiting, training and retaining sales and service personnel, marketing and advertising guidelines, database management, and strategies for operating a franchise in the healthy home industry. Franchisees who sign a Beyond Addendum must also attend an additional one-day Beyond Product training.

In addition to the MBA training, all Aerus franchisees are required to attend one week of on-the-job training at an Aerus Business. Franchisees who sign a Beyond Addendum must also attend an additional one-week on-the-job Beyond Product training at an Aerus Business. The training programs are conducted by Aerus or its affiliates, with supervision by Aerus' President, Kevin Hickey, and instruction from various instructors and franchisees. The training materials include manuals, software systems, product demonstrations, and instructional sales videos.

The 2025 FDD also includes a table outlining the hours of classroom and on-the-job training for various subjects. For example, administration receives 4 hours of classroom training and 2 hours of on-the-job training, while accounting receives 4 hours of classroom training and 1 hour of on-the-job training. Sales and Service Personnel Development receives 4 hours of classroom training and 16 hours of on-the-job training. Standard Product Training involves 8 hours of classroom training and 16 hours of on-the-job training. For those signing a Beyond Addendum, Beyond Products and Service training includes 8 hours of classroom training and 40 hours of on-the-job training. This detailed breakdown allows prospective franchisees to understand the time commitment and focus areas of the training program.

Disclaimer: This information is extracted from the 2025 Franchise Disclosure Document and is provided for research purposes only. It does not constitute legal or financial advice. Consult with a franchise attorney before making any investment decisions.