What happens to unspent Brand Fund sums at the end of the year for Eos Worldwide?
Eos_Worldwide Franchise · 2025 FDDAnswer from 2025 FDD Document
- (e) Any sums paid to the Brand Fund that are not spent in the year they are collected will carry over to the following year. For any fiscal year in which we operate or maintain a Brand Fund to which you contribute, then within one hundred twenty (120) days of the fiscal year-end, we will prepare, and furnish to you upon written request, an annual, unaudited statement of funds collected and costs incurred.
Source: Item 23 — RECEIPTS (FDD pages 74–246)
What This Means (2025 FDD)
According to Eos Worldwide's 2025 Franchise Disclosure Document, any sums paid to the Brand Fund that are not spent in the year they are collected will be carried over to the following year. This means that if the Brand Fund has a surplus at the end of the fiscal year, those funds will be available for use in the subsequent year. Within 120 days of the fiscal year-end, Eos Worldwide will prepare and furnish to franchisees upon written request an annual, unaudited statement of funds collected and costs incurred. This statement provides transparency regarding the Brand Fund's financial activity.
This policy of carrying over unspent funds is fairly common in franchising, as it allows for the accumulation of resources for larger, longer-term marketing initiatives. The annual statement allows franchisees to see how the Brand Fund is being managed.
As a prospective franchisee, it would be prudent to review these annual statements (if available) from previous years to understand how Eos Worldwide has managed the Brand Fund historically. Additionally, a franchisee may want to inquire about the specific plans for the Brand Fund in the coming years to assess whether the planned expenditures align with their interests and business goals.