What financial information and documents must the transferring Del Taco franchisee provide to the transferee?
Del_Taco Franchise · 2025 FDDAnswer from 2025 FDD Document
- 12.4.11 The transferor and/or the transferring franchisee must certify to Del Taco that the transferring franchisee has provided to the transferee true, complete and accurate copies of Franchisee's financial information and documents regarding the operation of the Restaurant, including the trailing two years of financial statements and monthly cash reports, the lease for the Restaurant premises, material contracts, and such other information as may be specified by Del Taco.
Source: Item 22 — CONTRACTS (FDD pages 58–59)
What This Means (2025 FDD)
According to Del Taco's 2025 Franchise Disclosure Document, a transferring franchisee must provide the transferee with specific financial information and documents related to the restaurant's operations. This includes true, complete, and accurate copies of the franchisee's financial information and documents.
Specifically, the transferring franchisee must provide the trailing two years of financial statements and monthly cash reports. Additionally, the transferring franchisee must provide the lease for the restaurant premises and any material contracts related to the business.
Furthermore, the transferring franchisee must provide any other information specified by Del Taco. The transferor must also certify to Del Taco that they have provided all of these documents to the transferee.