Sandler Franchise Costs, Fees & FDD

Year Business Began: 1967

Franchising Since: 1983

Headquarters: Owings Mills, Maryland

Estimated Number of Units: 210

Franchise Description: The franchisor is Sandler Systems, LLC. The franchisor grants franchises providing the right to operate a “Sandler” business devoted to a distinctive style of training persons and organizations in the fields of sales and sales management, which includes coaching, consulting, goal setting and achievement, self-awareness, motivation, personal development, relationship management, leadership development, negotiations, public speaking, template and playbook development, and related business development services as it relates to the fields of sales and sales management; and also methods of teaching these subjects through seminars and workshops. Franchisees must operate according to standards and procedures designated by the franchisor within a specific territory.
Training Overview: Initial Training and Continuing Education Training sessions are open only to franchisees or, in cases where the franchisee will not be involved in the day-to-day operation of the business, managers who have signed the Manager’s Non-Disclosure and Non-Compete Agreement. Initial Training, Part I is generally conducted for 5 to 8 days. Initial Training, Part II is generally a 1-day session. Initial Training, Part I is held virtually or at the franchisor’s home office or at a hotel conference facility in the Baltimore area. Initial Training, Part II is held virtually or at a hotel conference facility in the Baltimore area, or elsewhere in the United States, as determined by the franchisor. Continuing Education Training is currently an ongoing program conducted throughout the year in-person, virtually and via a self-paced course. Initial Training, Part II and Continuing Education Training are recommended, but not required. Franchisees and their employees are required to attend new content training and attain certification as a pre-requisite to being permitted to train new Sandler programs.

Territory Granted: Franchisees will be granted a non-exclusive right to solicit clients within a specific geographic area. Typically, a territory is defined by a group of contiguous U.S. Postal ZIP Code Sectional Areas, generally representing an entire state, as determined by the franchisor, but it reserves the right to determine the size of the territory based on metrics such as business potential, demographics and population size specific to the franchisee’s Sandler business. The minimum population size of the target demographic group within the territory is determined on a case-by-case basis depending on the results of demographic research.

Obligations and Restrictions: Franchisees (or if they are an entity, the owners of the entity) must devote full business time and attention to the operation of the franchise and cause the franchise to be effectively and efficiently operated. Franchisees may not operate any other business without the franchisor’s prior written consent. Franchisees must conduct the Franchise in strict compliance with the Franchise Agreement and with the standards and policies set forth in the Operations Manual. Franchisees are not permitted to offer, sell or promote any other programs or materials except programs and materials obtained from the franchisor or its approved vendors.

Term of Agreement and Renewal: The length of the initial franchise term is five years. Three renewal terms of five years each available, if requirements are met.

Financial Assistance: The franchisor does not offer direct or indirect financing. The franchisor does not guarantee a franchisee’s note, lease or obligation. The franchisor will discount the initial franchise fee by $5,000 for veterans of the United States military who have been honorably discharged and who meet the qualifications for purchasing a franchise.

Estimated Initial Investment

Name of Fee	Low	High
Initial Franchise Fee	$59,000	$59,000
Travel and Living Expenses While Training	$1,000	$1,900
Real Estate and Improvements	Varies
Office Furnishings and Equipment	$4,975	$7,350
Office Supplies	$250	$450
Miscellaneous Opening Cost	$400	$1,000
Insurance	$1,875	$2,550
Additional Funds (3 months)	$10,000	$30,000
ESTIMATED TOTAL (excluding real estate costs)	$77,500	$102,250

 
Other Fees

Type of Fee	Amount
Monthly Service Charge	$1,200
Monthly Royalty	From 8% of gross revenues.
Marketing Fee	Currently, $544.79 per month.
Email Service Fee	Currently, $584 per year per email address, plus a one-time set-up fee of $100 per each additional email address (no setup fee for the first email address).
HubSpot Sales Hub (CRM) Fee	Currently, $100 per month.
Accounting System Fee	Currently, there is no fee charged.
Transfer Fee	$12,500, or 12% of the total sale price, whichever amount is greater.
Book of Business Transfer Fee	12% of the total purchase price.
Certification Fees	Currently, there is no fee charged for franchisees or their employees, or travel/lodging required.
Conference Registration Fee	Currently, up to $600 for each franchise owner or employee per conference.
Late Payment Fee	$50
Late Report Fee	10% of amount due amount if report is not received by 11:59 PM ET on the tenth day of the month; plus an additional 1% for each day not received after 11:59 PM ET on the fourteenth day of the month.
Attorneys' Fees and Costs	Varies.
Indemnification	Varies.
Inspection and Audit Expenses and Fees	Varies.
Underreporting Fee	10% of the amount underreported.
Failure to Comply with Approved Supplier or Product Delivery Requirements Fee	$25,000, or $500 per person per instance, whichever amount is greater.
Rescission of Credit Card Charge Fee	$2,500
Failure to Submit Client List Fee	$25,000, or 10% of gross revenues during the prior calendar year, whichever amount is greater.

The above information has been compiled from the FDD of Sandler. Year of FDD: 2025.
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