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Plan Ahead Events Franchise Costs & Fees

Date of Incorporation: 2007
Franchising Since: 2007
Headquarters: West Palm beach, Florida

Business Description: PAE Franchises, Inc. is the franchisor. A Plan Ahead Events Agency is an event planning and management company providing businesses, organizations and individuals with planning, budgeting, promotion, site selection, entertainment procurement, negotiation, registration and on-site management services for events of all types including company meetings, trade shows, seminars and parties.

Franchise Offer: The franchisee will own and operate a Plan Ahead Events franchise which provides event planning and management services.

Financial Assistance: Neither the franchisor nor any agent or affiliate offers direct or indirect financing to franchisees, guarantees any note, lease, or obligation of franchisees, or has any practice or intent to sell, assign, or discount to a third party all or any part of any financing arrangement of franchisees.

Training and Assistance: The franchisee must attend and complete to the franchisor’s satisfaction the one-week training program held at corporate headquarters in West Palm Beach, Florida. Training fees are covered in the initial franchise fee. The franchisor will provide transportation to and from West Palm Beach, the franchisee’s hotel accommodations and one daily meal. The franchisee may bring additional persons to the initial training for a fee of $200, and the franchisee will be responsible for their travel, hotel, and meal expenses. The training program consists of 40 hours of classroom training and 40 hours of on-the-job training. The on-the-job training at the franchisee’s location will be taught by the franchisor’s field marketing representatives. The franchisor will conduct seminars and conventions on topics relating to ongoing training and improving operation of Plan Ahead agencies.

Territory: The franchisee is granted the right to operate a Plan Ahead Agency within a Designated Marketing Area. The Designated Marketing Area will be a geographic area. The area may consist of a specific mile radius or other area defined by city or county limits, highways or streets, zip codes or other similar factors as the franchisor may determine. The Designated Marketing Area is exclusive and the franchisor will not operate company-owned agencies and/or grant additional franchises to actively solicit business from within the Designated Marketing Area.

Term of Agreement and Renewal: The length of the initial franchise term is 35 years. The renewal/extension term is 35 years, if requirements are met.

Obligations and Restrictions: If the franchisee is an individual, he/she must directly supervise and manage the Plan Ahead Agency. If the franchisee is a corporation, partnership or other business entity, a principal, general partner or your fully trained manager must devote full-time and best efforts to the management and operation of the Plan Ahead Agency. The Plan Ahead Agency must at all times be under the direct supervision of someone who has completed our training program. The franchisee must also maintain a competent, conscientious, neat and trained staff. The franchisor requires the franchisee to offer and sell only services and goods that have approved but there is no obligation to provide all of the services and goods authorized by the franchisor.

Estimated Number of Units: 45

Investment Tables:
Initial Investment
Name of Fee Low High
Initial Franchise Fee $34,500 $34,500
Travel and Living Expenses While at Training School $105 $245
Advertising Fund Initial Membership Fee $500 $500
Equipment and Software $0 $3,000
Insurance $750 $2,000
Additional Funds (0-6 months) $10,000 $25,000
ESTIMATED TOTAL $45,855 $65,245
Other Fees
Type of Fee Amount
Royalty $300 – months 7-18
$450 – months 19-30
$700 – after 30 months.
Marketing Fee $100 – months 7-18
$150 – months 19-30
$200 – after 30 months.
Renewal Fee $1,500
CRM Software Maintenance Fees $45 per month or then-current fee.
Event Management and Registration Software $1,199 per year or then-current fee.
Call Center Phone Number $45 per month or then-current fee.

The above information has been taken from the FDD of Plan Ahead Events. Year of FDD: 2015

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