What support services does Expense Reduction Analysts provide in operating the system?
Expense_Reduction_Analysts Franchise · 2025 FDDAnswer from 2025 FDD Document
the Area Representative in which your Consulting Business will be located.
- We will provide support services in operating our system. We will record client receivables and client payments in a database to which you will have electronic access. (Sections 4.2, 6.2 of the Franchise Agreement)
- We reserve the right, but do not have the obligation, to develop, designate and/or otherwise approve a Central Billing Service for use in connection with the franchise System. If we designate a Centralized Billing Service (Section 6.1 of the Franchise Agreement)
If the Centralized Billing Service is adopted, all payments made by your clients in connection with your Consulting Business are to be transferred directly to a bank account associated with the Centralized Billing Account, pursuant to such forms that we may require to you complete, as attached to the Franchise Agreement, or as set forth in the Manuals or in any other writing. (Sections 5.5 and 6.1 of the Franchise Agreement)
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- We may recommend the prices, including minimum and maximum prices (subject to applicable law) at which you provide the Approved Products and Services in connection with your Consulting Business, as we deem appropriate in our sole discretion. (Section 7.3 of the Franchise Agreement)
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- We may require you to use certain templates that we provide as standard forms in connection with your Consulting Business and use the forms according to our standards and specifications as set forth in the Manuals or otherwise in writing. (Sections 7.1 and 7.2 of the Franchise Agreement)
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- We or our designee will license to you our then-current form of Proprietary Software that will allow you to access and use our administrative services. (Section 11.9 and 18 of Franchise Agreement)
E. Training
Initial Training Program
You or, if you are an entity, your Designated Principal, must faithfully attend and successfully complete all phases of the Foundational Training Program to our satisfaction, as documented in writing by us, before performing Approved Products and Services. Failure to successfully complete any aspect of the training program, as we determine in our sole discretion, constitutes grounds for termination of your franchise. However, we have the right to offer you one (1) or more remedial courses of action, such as additional training or employment of supplemental personnel. If you do not accept the alternative course of action within the time we allow, we may terminate your Franchise Agreement. (Section 26 of the Franchise Agreement)
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The Foundational Training Program will cover the following:
TRAINING PROGRAM
| OBLIGATION | SECTION IN AGREEMENT | DISCLOSURE DOCUMENT | ||
|---|---|---|---|---|
| ITEM | ||||
| q. Owner’s participation/ | Section 11 of the Franchise | Item 15 | ||
| management/staffing | Agreement | |||
| r. Records/reports | Section 20 of the Franchise Agreement | Item 11 | ||
| s. Inspections and audits | Sections 20.3 and 20.4 of the Franchise Agreement | Item 6 and 11 | ||
| t. Transfer | Section 25 of the Franchise Agreement | Item 17 | ||
| u. Renewal | Sections 3.2 to 3.4 of the Franchise Agreement, Exhibit 1 to the Franchise Agreement – Sections 14 and 16 | Item 17 | ||
| v. Post-termination | Section 27 of the Franchise | Item 17 | ||
| obligations | Agreement | |||
| w. Noncompetition covenants | Section 11.13 and 27.6 of the Franchise Agreement | Item 17 | ||
| x. Dispute resolution | Section 28 of the Franchise Agreement and 33.4 | Item 17 | #### Explanatory Notes to Training Chart |
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- We reserve the right to add to or modify the Foundational Training Program throughout the year, including converting in-person training to online training.
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- You must successfully complete the Foundational Training Components prior to commencing operations of your Consulting Business. (Section 11.1 of the Franchise Agreement)
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- A Practice Model Consultant must also attend and successfully complete our Foundational Training Program.
The Foundational Training Program is held in person at our corporate headquarters in Kent, UK or any other location where we are then currently holding Foundational Training. The entire training program consists of up to two (2) weeks of training. This two-week period includes 12-15 hours of online training which must be completed remotely by you prior to any in-person training. We anticipate that training will be held every four (4) to six (6) weeks. All in-person training sessions, including training of Practice Model Consultants, will be most likely at the ERA Academy in Kent, England or any other location where we are then holding Foundational Training Programs.
The primary instructional material for the Foundational Training Program will be the Manuals, supplemented by audio-visual aids. There will be no additional charge for training material. The Foundational Training Program will be led by Tasha Gunning, our Academy Manager. She has four years of experience with us and more than four years of experience in the subjects taught. In addition Mark Patrick, our Vice President of Franchise Support, provides training modules for USA franchisees. Mark has five years of experience with us and five years of experience in the subjects taught. You may also receive training and instruction from one (1) or more of our Area Representatives, particularly if your Area is within or near to the geographic area that is serviced by one (1) or more of our Area Representatives. We may change or substitute training personnel as necessary, and we may delegate our duties and share our responsibilities with regard to training.
Source: Item 11 — FRANCHISOR'S ASSISTANCE, ADVERTISING, COMPUTER SYSTEMS AND TRAINING (FDD pages 26–36)
What This Means (2025 FDD)
According to Expense Reduction Analysts' 2025 Franchise Disclosure Document, the company offers several support services to assist franchisees in operating their consulting businesses. Expense Reduction Analysts will record client receivables and payments in a database accessible to the franchisee. They may also recommend prices for approved products and services, and require franchisees to use certain templates as standard forms. Expense Reduction Analysts will license proprietary software to access their administrative services. Franchisees can also expect continuing consultation and advice from Expense Reduction Analysts, either directly or through an Area Representative, via telephone, facsimile, online portal, and intranet communication. On-site assistance is available at the franchisee's request, subject to personnel availability and payment of fees and associated costs.
Expense Reduction Analysts has the right to specify the computer hardware and software franchisees must use, including a compatible back-office system, proprietary software, and other required applications. Franchisees are responsible for maintaining their computer systems and installing any required updates or modifications. Expense Reduction Analysts also provides access to their confidential and proprietary manuals, which contain the standards and methodologies for the business. These manuals may be amended or modified at any time, and franchisees must operate their businesses in accordance with them.
Expense Reduction Analysts offers a Foundational Training Program, which consists of online and in-person training. The training program is held at the company's corporate headquarters in Kent, UK, or another designated location. One person may attend the Foundational Training Program at no charge, but additional training or remedial training may incur fees. Expense Reduction Analysts may also offer further training programs and refresher courses at their discretion. Franchisees are responsible for their own incidental costs, such as lodging, travel, and meals, for any training they attend.