Coldwell Banker research checklist

Your research focus

Coldwell Banker

Questions reflect the profile you viewed. Confirm current documents and terms with the franchisor.

Profile: /franchises/coldwell-banker/canada

Conversation date: __________________________

Can you provide a current, itemized investment estimate for my location and format, with the currency and exclusions stated?
Which ongoing fees apply, what are they calculated on, and are there minimums or exceptions?
What is the current franchise fee for my location, and which taxes, inclusions or conditions affect it?
What initial training and ongoing support are included, and which expenses would I cover?
How much of an owner's time is spent on sales?
Which technology and supplier subscriptions are required?
Which current disclosure documents and franchisee contacts can I review before making a decision?

Request a current investment breakdown for your country, format and proposed location.
Separate initial fees, premises, equipment, opening costs and working capital.
List ongoing fees, calculation bases, minimums, exceptions and renewal costs.
Check which estimates exclude tax, financing costs or your personal living expenses.

Confirm what initial training includes, who attends and who pays travel and accommodation.
Ask what ongoing operational, marketing and recruiting support is included.
Understand territory boundaries, exclusivity and online or national-account sales.
Confirm whether the location you want is actually available.

Request current disclosure documents and agreements for your market.
Record the date and source behind each material claim.
Ask to speak with current and former franchisees about their experience.
Review the documents and financial assumptions with your own qualified advisers.

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