Does Ledgers, its parent, or affiliates have plans to operate a business under a different trademark that offers similar goods and services?
Ledgers Franchise · 2025 FDDAnswer from 2025 FDD Document
[Item 12: TERRITORY]
We will be the sole decision maker for any conflicts between the franchisor and franchises and between franchisees of each system regarding territory, customers, and franchisor support. Except as stated in this Item 12, neither we, our parent, or affiliates have any plans to operate or franchise a business under a different trademark that offers or sells similar goods and services.
[The Remainder Of Page Intentionally Blank]
Our affiliate ATAX LLC d/b/a ATAX operates company outlets and offers franchise opportunities for income tax preparation, bookkeeping, payroll, and incorporation services, along with other business services, as described in Item 1. Although Ledgers and ATAX typically target a different client base, ATAX franchisees do offer goods and services that are similar to the goods and services you will offer in your Territory and therefore may solicit or accept orders from within your Territory. Ledgers and ATAX share the same principal business address, but their staff maintain physically separate offices and they provide training at different times or at different facilities.
We, our parent, and our affiliates reserve all rights not expressly granted in the Franchise Agreement. For example, we, our parent, and our affiliates have the right to:
- (e) to operate or franchise a business under a different trademark which such business sells or will sell goods or services like those you will offer, anywhere;
Source: Item 12 — TERRITORY (FDD pages 32–34)
What This Means (2025 FDD)
According to Ledgers's 2025 Franchise Disclosure Document, Ledgers, its parent, and affiliates generally do not have plans to operate or franchise a business under a different trademark that offers similar goods and services. However, there are exceptions to this general statement.
Specifically, Ledgers's affiliate, ATAX LLC, operates under the ATAX trademark and offers franchise opportunities for income tax preparation, bookkeeping, payroll, and incorporation services, along with other business services. While Ledgers and ATAX typically target different client bases, ATAX franchisees do offer goods and services that are similar to those offered by Ledgers franchisees and may solicit or accept orders from within a Ledgers franchisee's territory. Ledgers and ATAX share the same principal business address, but their staff maintain physically separate offices and provide training at different times or in different facilities.
Furthermore, Ledgers, its parent, and its affiliates reserve the right to operate or franchise a business under a different trademark that sells goods or services similar to those offered by Ledgers, anywhere. This means that while there are no current plans to do so, Ledgers retains the option to introduce a competing brand under a different trademark in the future.