factual

Under what condition will Bambu make available a financial statement to the franchisee regarding the Marketing and Technology Fund?

Bambu Franchise · 2025 FDD

Answer from 2025 FDD Document

Upon the written request of Franchisee, Bambu will make available to Franchisee, no later than 60 days after the end of each fiscal year, an unaudited financial statement which indicates how the Marketing and Technology Fund has been spent in the prior year.

Source: Item 23 — Receipts (FDD pages 52–209)

What This Means (2025 FDD)

According to Bambu's 2025 Franchise Disclosure Document, upon a franchisee's written request, Bambu will provide an unaudited financial statement detailing how the Marketing and Technology Fund was spent in the previous fiscal year. This statement will be made available no later than 60 days after the end of each fiscal year.

This means that as a Bambu franchisee, you have the right to request and receive information about how the Marketing and Technology Fund is being utilized. This fund is supported by franchisee contributions and is intended to enhance the Bambu brand and support its locations through various marketing and technology initiatives. The financial statement will provide transparency regarding the allocation of these funds.

However, it's important to note that the financial statement is unaudited, meaning it has not been independently verified by a certified public accountant. While this provides a general overview of fund expenditures, franchisees should be aware of its limitations. Additionally, Bambu has the discretion to direct all advertising and marketing programs financed by the Marketing and Technology Fund.

Understanding how the Marketing and Technology Fund is managed is crucial for franchisees, as it directly impacts brand recognition and customer patronage. By utilizing the right to request a financial statement, franchisees can stay informed and potentially provide input or suggestions to Bambu regarding the fund's usage.

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.