What training does Expense Reduction Analysts provide before the opening of my Consulting Business?
Expense_Reduction_Analysts Franchise · 2025 FDDAnswer from 2025 FDD Document
ovide you with any assistance:**
A. Pre-Opening Assistance
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- Before the opening of your Consulting Business, we will train you how to plan and operate the System. As discussed more fully in Part E of this Item, following the signing of the Franchise Agreement, you must complete one (1) of the next two (2) scheduled Foundational Training Programs to our satisfaction. If you are a business entity, you must have a Designated Principal attend the Foundational Training Program. (Section 12.1 of the Franchise Agreement)
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- We will grant you the right to own and operate a Consulting Business within your nonexclusive Area and to use our Marks and System. (Section 2.1 of the Franchise Agreement)
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- We will grant you access to our Manuals. The Manuals contain our standards and methodologies for the business. We will revise the Manuals periodically to reflect the development of our business and will notify you of updated materials electronically via email or our internal or external websites and intranet. (Sections 2.1 and 19 of the Franchise Agreement)
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- You do not have to obtain our approval of the Office Premises for your Consulting Business, as we assume you will operate from your home office. However, we may permit or require you
to operate your Consulting Business from a separate office space if: (i) your primary residence is not located within the Area; (ii) we determine that you are not operating your Consulting Business in a professional and organized manner from your home office; or (iii) you submit a request in writing to operate your Consulting Business from an existing business office or a separately leased office space and the proposed office space meets our then-current standards for a separately leased office space. We reserve the right, but are not obligated to, review, inspect and approve your proposed rented office space that You will dedicate as the Office Premises. You may not relocate your Office Premises without our prior written consent. If you choose to install signage at the Office Premises, or anywhere else in connection with your Consulting Business, we have the right to approve or disapprove the design and location of any such signage.
B. Site Selection Assistance
We do not provide assistance for locating an Office Premises for your Consulting Business or negotiating the purchase or lease of the site for your Consulting Business.
C. Time to Open
You must commence operations of your Consulting Business by the first day of the following month after you successfully complete the Basic Training component (described more fully below) of the Foundational Training program. We estimate that the average length of time between signing of a Franchise Agreement and opening of a Consulting Business will be between thirty (30) and ninety (90) days. Factors that may affect the length of time it takes to commence the Consulting Business include scheduling and completion of the Foundational Training Program and receipt by Franchisor of the Initial Franchise Fee paid in full.
D. Post-Opening Obligations
- We will directly or indirectly, through an Area Representative, provide you continuing consultation and advice, as we deem necessary and appropriate, regarding the management and operation of the Consulting Practice. We will provide such assistance, in our sole discretion, by telephone, facsimile, online portal, and intranet communication.
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, before opening your Consulting Business, you must complete one of the next two scheduled Foundational Training Programs to the company's satisfaction. If you are a business entity, a Designated Principal must attend the Foundational Training Program. You must successfully complete the Foundational Training Components before starting operations. The estimated time between signing the Franchise Agreement and opening the Consulting Business is 30 to 90 days, depending on scheduling and completion of the Foundational Training Program and receipt of the Initial Franchise Fee.
The Foundational Training Program is held in person at Expense Reduction Analysts' corporate headquarters in Kent, UK, or another designated location. The entire program consists of up to two weeks of training, including 12-15 hours of online training to be completed remotely before any in-person training. Training is anticipated to be held every four to six weeks. One person may attend the Foundational Training Program at no charge; however, you must pay the then-current Training Fee if you send an alternate Designated Principal.
The primary instructional material for the Foundational Training Program will be the Manuals, supplemented by audio-visual aids, at no additional charge for training material. The Foundational Training Program will be led by Tasha Gunning, the Academy Manager, and Mark Patrick, the Vice President of Franchise Support, who may provide training modules for USA franchisees. Expense Reduction Analysts may also delegate training duties to Area Representatives and may change or substitute training personnel as necessary. Expense Reduction Analysts reserves the right to add to or modify the Foundational Training Program throughout the year, including converting in-person training to online training.