Under what circumstances are Expense Reduction Analysts franchisees prohibited from soliciting or providing Approved Products or Services to ERA Threshold Accounts or ERAC Accounts?
Expense_Reduction_Analysts Franchise · 2025 FDDAnswer from 2025 FDD Document
may update or modify this list in writing at any time.
You will not have the right to knowingly solicit, and/or provide any of the Approved Products or Approved Services to, any ERA Threshold Account or ERAC Account unless we authorize you to do so in writing once such an account has been referred to ERAC or us (as appropriate).
You must direct any potential ERA Threshold Accounts to us. Once referred to us, we will have the right, as we deem appropriate in our sole discretion, to determine how to handle such ERA Threshold Accounts, including the right to: (i) approve or reject any ERA Threshold Account; (ii) determine whether you may, and to what extent, offer and provide Approved Products and Services to an ERA Threshold Account; and/or (iii) direct any ERA Threshold Account to another franchisee, an Area Representative, and/or ERAC. As previously disclosed, any ERAC Account must be directed to ERAC, at which point ERAC will have the same rights and discretion to administer such ERAC Accounts.
In the event you unknowingly solicit or commence working with any ERA-Threshold Account or ERAC Account, you must immediately notify us at the point you know, or reasonably should know, that the client at issue meets the criteria for an ERA Threshold Account or ERAC Account. Your failure to comply with these directives regarding ERA Threshold Accounts and ERAC Accounts will constitute a material violation of your Franchise Agreement.
Source: Item 8 — RESTRICTIONS ON SOURCES OF PRODUCTS AND SERVICES (FDD pages 21–25)
What This Means (2025 FDD)
According to Expense Reduction Analysts's 2025 Franchise Disclosure Document, franchisees are prohibited from knowingly soliciting or providing Approved Products or Services to ERA Threshold Accounts or ERAC Accounts unless they receive prior written authorization from Expense Reduction Analysts. An ERA Threshold Account is a potential client that Expense Reduction Analysts may want to handle themselves or assign to another franchisee or representative. An ERAC Account must be directed to ERAC, which is likely Expense Reduction Analysts's affiliate, for handling.
If a franchisee unknowingly solicits or begins working with an ERA Threshold Account or ERAC Account, they must immediately notify Expense Reduction Analysts as soon as they realize the client meets the criteria for such an account. Failure to comply with these directives constitutes a material violation of the Franchise Agreement.
Expense Reduction Analysts does have a Brand Growth Partners (BGP) program on a trial basis for qualifying franchisees who are preapproved to work with ERA Threshold Accounts under certain terms and conditions. This program is not available throughout the USA and is offered periodically to existing franchisees based on criteria that are subject to review. Prospective franchisees should inquire about the availability and requirements of the BGP program if they are interested in working with ERA Threshold Accounts.