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Franchise Disclosure Document Review (FDD)

When considering a franchise, understanding the Franchise Disclosure Document (FDD) is crucial. Our Franchise Disclosure Document Review service is designed to provide you with a comprehensive understanding of your FDD and Franchise Agreement. 

Comprehensive Annotated Summary

David will draft an annotated written summary of your FDD, including the Franchise Agreement, highlighting key areas:

  • Areas of Special Concern: Identifying sections that require close attention or have significant implications to you or the business.
  • Special Attention or Explanation Needed: Clarifying complex terms and conditions for better understanding.
  • California Law Impact: Explaining how California law may affect specific terms of your agreement.
  • Potential Negotiation Points: Highlighting clauses that may be open to negotiation to help you secure the best possible terms.

Detailed Post-Review Consultation

Upon completion of the Annotated Summary, David will set up a post-review consultation with you. The call (approx. 2-hours) will cover:

  • Franchising Overview: For those new to franchising, will provide a detailed overview of the franchising model and how it differs from other businesses models.
  • Summary Review: A detailed review of the  Annotated Summary, answering any questions you may have
  • Real-World Application: Clarifying points with practical, real-world application and examples.
  • Negotiation Strategy: Identifying and discussing areas to negotiate, ensuring you are well-prepared to get the best deal possible. As part of this David will prepare a Negotiation Term Sheet to provide to the franchisor, with the requested changes.

Flat Fee Billing

Our FDD Review service is billed at a flat fee, ensuring transparency and value without unexpected costs. 


By choosing our FDD Review service, you gain a thorough understanding of the franchise opportunity, empowering you to make informed decisions and negotiate effectively.

Franchisee Resources

If you are a franchisee, please check out our list of resources that provide useful information for operating your franchise.

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