California Franchise Disclosure Document Review
Most Attorneys Review Your FDD. David Has Lived It.
Any franchise attorney can read a Franchise Disclosure Document. What sets this firm apart is that lead attorney David Scott Levaton has personally owned and operated franchised businesses — across multiple concepts, at multiple units. He has sat exactly where you are sitting right now: weighing a franchise agreement, trying to decode dense legal language, and figuring out what the real risks mean for his family and his investment.
That firsthand experience changes how a review gets done.
David's FDD review is not just a legal scan of what the document says. It is a translation — taking the terms of your specific agreement and showing you what they will actually mean when you are open and operating. How will the royalty structure affect your margins? What do the territory provisions really mean in practice? Which clauses are negotiable, and which franchisors will never move on? When should you seriously reconsider the deal?
That is the kind of counsel you get here. And every review — regardless of which package you choose — is personally handled by David, start to finish.
Three Packages. Every One Handled Personally by David.
We offer three flat-fee review packages so you can choose the level of service that fits your experience and your investment. When interviewing attorneys, make sure you know exactly what you are getting — we are as specific as possible about what is included in each package.
Buying a Franchise: FDD Review Packages
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Full Comprehensive Franchised Business Review Recommended For A New Franchisee
Initial consultation up to 30-minutes
- Discussion on your goals for your business choice
- Answer any questions you may have on the process of buying a franchise
FDD Review
- Prepare an annotated written summary of the FDD, franchise agreement and attendant agreements you may be subject to, as well as provide certain exhibits from the FDD for our discussion
- The annotations will point out areas of specific interest and concern
- Areas where the law you will be subject to may impact the terms of the agreement and areas you may want to attempt to negotiate to get you the most favorable terms
- We will prepare a negotiation sheet to provide to the franchisor
Up to 2-hour post FDD review conference:
- Discuss franchising as a business model, the good and bad
- An in-depth review of the annotated summary
- Respond to all questions you may have regarding franchising, entity
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FDD Review For People With Some Franchise Experience And Knowledge
- Prepare an annotated written summary of the FDD, franchise agreement and attendant agreements you may be subject to as well as provide specific exhibits from the FDD which you should be aware of and review
- The annotations will point out areas of specific interest and concern
- Areas where the law you will be subject to may impact the terms of the agreement and areas you may want to attempt to negotiate to get the most favorable terms
One hour post review conference:
- A review of the annotated summary
- Respond to all questions you may have regarding franchising, entity formation or the FDD review summary
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Review Lite Not Recommended For New Franchisees, But For Those Who Already Own Or Have Operated Franchised Businesses
- I will Review the FDD and opportunity
- Provide exhibits from the FDD which you should be familiar with
- No written summary, but we will have a one hour discussion on the business opportunity, areas of concern and impactful/important provisions relating to the specific business being reviewed and if a renewal any provisions which may be different than the ones you are currently operating under
If you are a franchisee, please check out our list of resources that provide useful information for operating your franchise.