Are there any exceptions to Ledgers' plan to not operate or franchise a business under a different trademark that offers or sells similar goods and services?
Ledgers Franchise · 2025 FDDAnswer from 2025 FDD Document
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.
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.
Source: Item 12 — TERRITORY (FDD pages 32–34)
What This Means (2025 FDD)
According to Ledgers' 2025 Franchise Disclosure Document, there are exceptions to the general plan of Ledgers, its parent, and affiliates not operating or franchising a business under a different trademark that offers similar goods and services.
Specifically, Ledgers' affiliate, ATAX LLC, operates company outlets 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 similar to those offered by Ledgers franchisees and may solicit or accept orders from within a Ledgers franchisee's territory.
This means that a Ledgers franchisee could face competition from a related franchise brand, ATAX, even within their designated territory. However, Ledgers and ATAX maintain physically separate offices and provide training at different times or facilities, which may help to differentiate the two brands in the eyes of potential customers. A prospective franchisee should consider the potential for competition from ATAX when evaluating the Ledgers franchise opportunity.