What is the frequency with which a Bumble Roofing franchisee must submit proof of Individual Advertising Investment expenditures?
Bumble_Roofing Franchise · 2025 FDDAnswer from 2025 FDD Document
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You must invest a minimum of $65,000 ("Individual Advertising Investment") for marketing purposes in your Territory during the first 12 months of operations, plus an additional $15,000 for each additional contiguous Territory. The Individual Advertising Investment must be used by you for local advertising, to be selected and placed by you, in your Territory. These funds are reserved only for marketing, promotions and advertising of your Roofing Business. You may not advertise outside your Territory without our approval, which may be withheld in our sole discretion. You must submit proof of your Individual Advertising Investment expenditures to us in the frequency we prescribe (which may be monthly and/or annually), and upon our request. You must obtain our prior written approval of all of your marketing, promotional and advertising materials. We have the right, but not the obligation, to collect up to the minimum required Individual Advertising Investment from you and administer it on marketing and advertising investments in your Territory on your behalf. After the first year of operations, you must spend each year the greater of (a) $65,000 plus an additional $15,000 for each additional contiguous Territory, or (b) 5% o
Source: Item 11 — FRANCHISOR'S ASSISTANCE, ADVERTISING, COMPUTER SYSTEMS, AND TRAINING (FDD pages 30–37)
What This Means (2025 FDD)
According to Bumble Roofing's 2025 Franchise Disclosure Document, franchisees are required to invest a minimum of $65,000 for marketing purposes in their territory during the first 12 months of operations. This is known as the "Individual Advertising Investment." If a franchisee operates in more than one contiguous territory, they must invest an additional $15,000 for each additional territory. These funds are specifically designated for local advertising, promotions, and marketing of the Bumble Roofing business within the franchisee's territory.
The FDD states that Bumble Roofing determines the frequency with which franchisees must submit proof of these advertising expenditures. This can be either monthly, annually, or upon request by Bumble Roofing. Additionally, franchisees must obtain prior written approval from Bumble Roofing for all marketing, promotional, and advertising materials.
After the first year of operations, Bumble Roofing franchisees must spend annually the greater of (a) $65,000 plus an additional $15,000 for each additional contiguous Territory, or (b) 5% of the prior year's Gross Revenues. Bumble Roofing also retains the right, but not the obligation, to collect the minimum required Individual Advertising Investment from the franchisee and manage these funds for marketing and advertising investments in the franchisee's territory.