Chocolate Fish Coffee logo

Chocolate Fish Coffee Franchise

Audited Financials
Food and BeverageEst. 2007Sacramento, CA
chocolatefishcoffee.com/

Risk Score

Pending analysis

Investment Range

$244,200 - $435,700

Franchise Fee

$22,500

Total US Locations

3

Business Summary

Chocolate Fish Coffee operates specialty coffee shops that offer a hybrid business model. This model features high-quality caffeinated beverages, a simple food menu, and exceptional customer service. Franchisees of Chocolate Fish Coffee will develop and run these coffee shops.

Corporate History

Chocolate Fish Franchising, LLC was formed as a Wyoming Limited Liability Company on October 27, 2023. The underlying business model for Chocolate Fish Coffee, however, has a longer history. An affiliate company, NZUS, Corp, was incorporated on July 16, 2007, and currently owns and operates three company-owned Chocolate Fish Coffee locations in California that opened in 2014, 2018, and 2020. Chocolate Fish Franchising, LLC purchased NZUS, Corp and its operating businesses on July 27, 2023, and began offering franchises in December 2023.

Financial Overview

Investment Range

$244,200 - $435,700

Franchise Fee (Low)

$22,500

Franchise Fee (High)

$30,000

Royalty %

6%

Marketing %

1%

Equipment Costs (Low)

$155,000

Equipment Costs (High)

$275,000

Working Capital

$45,000

Audited Financials

Yes

Offers Financing

No

Audit Opinion

Unqualified opinion

Financial Health Notes

Chocolate Fish Franchising is a new franchisor and has a limited operating history, which is noted as a special risk in the FDD. The company's financial statements include an audited opening balance sheet as of December 31, 2023. The independent auditor issued an unqualified opinion, indicating that the financial statements present fairly, in all material respects, the company's financial position, operations, and cash flows. The audit report did not include any going concern qualification, meaning the auditor did not identify substantial doubt about Chocolate Fish Franchising's ability to continue as a going concern.

Financing Details

Chocolate Fish Franchising does not offer any direct or indirect financing to its franchisees. The company also does not guarantee any notes, leases, or other obligations of its franchisees.

Performance Metrics

Total US Locations

3

Franchised Units

0

Corporate Units

3

Franchising Since

2023

Agreement Terms

Initial Term

10 years

Renewal Term

5 years

Renewal Conditions

To renew their franchise agreement, Chocolate Fish Coffee franchisees must provide advance written notice to the franchisor, be in full compliance with all their contractual obligations, renovate their business to meet the franchisor's then-current standards, sign the franchisor's current standard franchise agreement and related documents (including a personal guaranty), and sign a general release of any claims against the franchisor.

Training & Support Program

Franchisor Assistance

Before a Chocolate Fish Coffee business opens, the franchisor assists with reviewing and advising on potential locations, provides standard building plans and specifications, offers suggested staffing levels and hiring guidelines, conducts an initial training program, advises on the market introduction plan, and provides one week of on-site opening support. After opening, Chocolate Fish Coffee provides advice and consulting on business improvement and problem-solving (by phone or electronically, with a fee for in-person support), recommends prices for products and services, suggests administrative, bookkeeping, accounting, and inventory control procedures, manages the Brand Fund, and maintains the brand's website which includes franchisee information.

Initial Training Hours

152

Training Location

Remotely, at a corporate location, and at the franchisee's location

Ongoing Support

After opening, Chocolate Fish Coffee offers ongoing support to franchisees through advice and consulting on improving and developing their business and resolving operational issues, which can be provided by telephone or electronic communication (in-person support incurs an additional fee). The franchisor also provides recommended pricing for products and services, suggests administrative, bookkeeping, accounting, and inventory control procedures, manages the Brand Fund, and maintains the brand's website, which includes information about the franchisee's location.

Franchise Requirements

Industry Experience Required

No

Management Experience Required

No

Sales Experience Required

No

Technical Skills Required

No

Operational Details

Location Type

Retail

Owner Participation

Supervisory

Territory Type

Protected

Territory Size Requirements

Chocolate Fish Coffee territories are defined to have a population of approximately 40,000 people. These territories are usually specified as a radius around the business location, but the franchisor may use other boundaries such as county lines, streets, geographical features, or trade areas. If a territory is not explicitly defined in writing after the business opens, it will be deemed to include the zip code of the franchised business and surrounding zip codes, totaling a population of 40,000.

Staffing Notes

Chocolate Fish Coffee provides suggested staffing levels and guidelines for hiring employees, as well as operational instructions in its manual that can be used for training new staff. The business must always be under the on-site supervision of the Principal Executive (who must own at least 10% of the business) or a general manager who has completed the franchisor's training program. The franchisor may also set minimum qualifications for employee categories and requires personnel to provide competent and courteous service and adhere to dress code, appearance, and hygiene standards. All hiring decisions and employment conditions remain the sole responsibility of the franchisee.