What proof of Individual Advertising Investment must a Bumble Roofing franchisee submit and how often?
Bumble_Roofing Franchise · 2025 FDDAnswer from 2025 FDD Document
- 11.2 During the Initial Term and any Interim Period, Franchisee shall furnish each month and/or year, as Franchisor prescribes, and upon Franchisor's request, to Franchisor an accounting of Franchisee's previous month's or year's Individual Advertising Investment expenditures on a form approved by Franchisor. Franchisor has the right, but not the obligation, once Franchisee commences operations, to collect up to the minimum required Individual Advertising Investment from Franchisee and administer it on marketing and advertising investments in Franchisee's Territory on Franchisee's behalf.
Source: Item 22 — CONTRACTS (FDD page 53)
What This Means (2025 FDD)
According to Bumble Roofing's 2025 Franchise Disclosure Document, franchisees must furnish an accounting of their Individual Advertising Investment expenditures to Bumble Roofing. This accounting must be on a form approved by Bumble Roofing and provided either monthly or yearly, as prescribed by Bumble Roofing, and upon their request.
During the first 12 months of operation, a Bumble Roofing franchisee must spend a minimum of $65,000 on promotional advertising within their territory. Additionally, they must spend an extra $15,000 for each contiguous territory. After the first year, the franchisee must spend annually the greater of either $65,000 plus $15,000 for each additional contiguous territory, or 5% of the prior year's gross revenues.
Bumble Roofing retains the right to collect up to the minimum required Individual Advertising Investment from the franchisee and manage these funds for marketing and advertising investments within the franchisee's territory on their behalf. This does not obligate Bumble Roofing to do so, but it is an option they may exercise once the franchisee begins operations. This provides Bumble Roofing with control over local advertising spend, but also means the franchisee must comply with Bumble Roofing's accounting and reporting requirements.