1. Original Signed Receipt Page (Item 23 from the FDD)
  2. Franchisee business documents
  • Articles of Incorporation or Organization
  • Bylaws or Operating Agreement
  • Stock Certificates (If applicable)
  • Identify those persons with authority to bind the Franchisee
  • Identify officers and directors (names, addresses, phone numbers & email addresses
  • Identify all owners (names, addresses, phone numbers & email addresses)
  • If owners are business entities, produce all of the listed information for that business entity owner
  • Identify address of franchisee business entity for purposes of notice under the franchise agreement
  • Ensure that Franchise Agreement transfer restrictions are referenced in the operating agreement/ membership agreement (The following would suffice - Notwithstanding any rights of a member to transfer its membership interests in the company, any transfer of a member's interest in the company are restricted by the company's agreement with Honest Abe Roofing Franchise, Inc.)
  • Identify "Assumed Name" under which the franchisee will conduct business (i.e. Honest Abe Roofing of "city name")
3. Bank account information
  • Bank Name
  • Bank Address (Full address)
  • Account Name
  • Account Number
  • ABA Routing Number

4. Identify Territory (If applicable. Completed by Franchisor prior to signing
FA if you have a physical location selected for your business)
5. Telephone Number(s) (Completed once phone number is established at your location)