factual

Does the Expense Reduction Analysts franchise agreement specify a title for the franchisee?

Expense_Reduction_Analysts Franchise · 2025 FDD

Answer from 2025 FDD Document

In consideration of my being a [INSERT TITLE/ROLE WITH FRANCHISEE] of (the
"Franchisee"), and other good and valuable consideration, the receipt and sufficiency of which is acknowledged,
I (the undersigned) hereby acknowledge and agree that Franchisee has acquired the right from Expense
Reduction Analysts, Inc. also known as the ERA Group
(the "Franchisor") to: (i) establish and operate a franchised
business (the "Franchised Business"); and (ii) use in the operation of the Franchised Business the Franchisor's
trade names, trademarks and service marks (collectively, the "Proprietary Marks") and the Franchisor's unique
and distinctive format and system relating to the establishment and operation of Franchised Business businesses
(the "System"), as they may be changed, improved and further developed from time to time in the Franchisor's
sole discretion, only at the following authorized and approved location:
(the "Premises"), which covers the following area
(the "Area").

Unless the Franchisor otherwise agrees in writing, I will disclose and/or use the Confidential Information only in connection with my duties as [INSERT TITLE] of the Franchisee, and will continue not to disclose any such information even after I cease to be in that position and will not use any such information even after I cease to be in that position unless I can demonstrate that such information has become generally known or easily accessible other than by the breach of an obligation of Franchisee under the Franchise Agreement.

Source: Item 23 — RECEIPTS (FDD pages 58–215)

What This Means (2025 FDD)

According to the 2025 Expense Reduction Analysts Franchise Disclosure Document, the franchise agreement includes a space to insert a title or role for individuals associated with the franchisee. Specifically, Exhibit G, which contains receipts related to the franchise agreement, includes a section where a title or role with the franchisee can be specified. This suggests that while the franchisee themselves is identified as the 'Franchisee,' other individuals working within the franchise may have distinct titles or roles that are relevant to the agreement, particularly concerning confidentiality and obligations.

This is further reinforced by the confidentiality agreement outlined in the FDD. It states that the confidential information disclosed is conditional upon the individual agreeing to hold it in strict confidence, and that they will only disclose or use the information in connection with their duties as '[INSERT TITLE] of the Franchisee.' This clause indicates that the title is relevant to the scope of their responsibilities and access to confidential information within the Expense Reduction Analysts franchise. The agreement also specifies that even after ceasing to be in that position, the individual remains bound by the confidentiality agreement unless the information becomes publicly known through no fault of their own.

For a prospective Expense Reduction Analysts franchisee, this means that any individuals who will have access to confidential information or who will be performing specific duties related to the franchise operation should have their titles clearly defined in the relevant sections of the franchise agreement and associated documents. This ensures clarity regarding their responsibilities and obligations, particularly concerning confidentiality and non-compete clauses. It also allows Expense Reduction Analysts to tailor the agreement to the specific roles and responsibilities of individuals working within the franchise, providing an additional layer of protection for their confidential information and business interests.

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.