FilterShine Franchise
Risk Score
Pending analysis
Investment Range
$195,000 - $275,000
Franchise Fee
$50,000
Min Cash Required
$80,000
Total US Locations
28
Business Summary
FilterShine USA, Inc. operates a business that focuses on distributing, cleaning, and exchanging Fats, Oils, and Grease (F.O.G.) filters for commercial kitchen establishments and facilities. The company also provides additional F.O.G. management services.
Corporate History
FilterShine USA, Inc. was organized as a Delaware corporation in December 2023. The founder, Jason Wellman, started FilterShine Northeast in 2007 as a corporation and officially launched FilterShine USA, LLC in 2015, which preceded FilterShine USA, Inc. The company's affiliates and predecessors have been operating a similar business since January 2008. FilterShine USA, Inc. is making its first offering of franchises.
Financial Overview
Investment Range
$195,000 - $275,000
Franchise Fee (Low)
$50,000
Franchise Fee (High)
$50,000
Minimum Cash Required
$80,000
Royalty %
5%
Marketing %
1%
Equipment Costs (Low)
$150,000
Equipment Costs (High)
$225,000
Working Capital
$80,000
Audited Financials
No
Offers Financing
Yes
Financing Details
FilterShine USA, Inc. may offer to finance a portion of the franchise fee, up to $25,000. This financing is at the franchisor's sole discretion and depends on the franchisee's creditworthiness. The financed amount is documented by a Promissory Note, with a repayment term of 2 to 4 years. The applicable interest rate will be specified in the Promissory Note, and there is no penalty for early repayment of monthly installments. FilterShine USA, Inc. does not guarantee lease notes or other obligations, and there are no arrangements for third-party financing through the franchisor.
Performance Metrics
Total US Locations
28
Franchised Units
28
Corporate Units
0
Franchising Since
2023
Legal & Compliance Analysis
Recent Litigation
No
Bankruptcy
No
Litigation Summary
FilterShine USA, Inc. has no litigation to report. No individuals identified in the FDD, including the franchisor, its parents, predecessors, or affiliates, have been involved in any litigation that is required to be disclosed.
Bankruptcy History
FilterShine USA, Inc. has no bankruptcy history to report. No individuals identified in the FDD, including the franchisor, its parents, predecessors, or affiliates, have been involved as a debtor in any bankruptcy proceedings.
Agreement Terms
Initial Term
5 years
Renewal Term
5 years
Renewal Conditions
To renew their franchise agreement, FilterShine USA, Inc. franchisees must be in good standing with the franchisor. They are required to sign a new agreement, which may have materially different terms and conditions at the time of renewal. Franchisees must also update or replace their equipment as currently designated, retain their premises, provide 12 months' advance notice of their intent to renew, and pay a renewal fee that will not exceed 10% of the then-current Initial Fee.
Training & Support Program
Franchisor Assistance
FilterShine USA, Inc. provides comprehensive support to its franchisees. Before opening, FilterShine USA, Inc. reviews and approves the franchisee's lease for an off-site unit, provides criteria for necessary vehicles, supplies, tools, and equipment, and delivers an initial training program focused on Filter Exchange and F.O.G. Management. FilterShine USA, Inc. also offers on-site assistance and guidance, and loans a copy of or grants access to the Confidential Operations Manual. After opening, FilterShine USA, Inc. provides periodic advice and general guidance via telephone, email, and newsletters on various business matters including operations, accounting, services, and marketing. It conducts periodic visits to the franchised business to offer consultation, assistance, and guidance, and may provide written reports with suggested improvements. FilterShine USA, Inc. also evaluates customer service and job performance on-site and offers ongoing training. It approves local, grand opening, and cooperative advertising materials and provides modifications to the Operations Manual. FilterShine USA, Inc. controls the System-wide marketing fund, which franchisees contribute to, and will administer these funds for advertising and promotional purposes.
Initial Training Hours
91
Training Location
Ohio, Pennsylvania, or another location of the franchisor's choosing, with online training available.
Ongoing Support
After opening, FilterShine USA, Inc. provides ongoing support to its franchisees through various channels. This includes periodic advice and general guidance via telephone, email, facsimile, and newsletters, covering operational methods, accounting procedures, authorized services, and marketing strategies. The franchisor also conducts periodic visits to the franchised business to offer consultation and assistance, evaluating operations and job performance, and may provide written reports with suggested changes. Ongoing training and operations assistance are made available as needed. FilterShine USA, Inc. approves forms of advertising materials for local, grand opening, and cooperative advertising, and provides modifications to the Confidential Operations Manual. Franchisees and their designated managers are required to attend refresher training courses every two years at Franchise Events, not exceeding 4 days annually.
Franchise Requirements
Industry Experience Required
No
Management Experience Required
No
Sales Experience Required
No
Technical Skills Required
No
Operational Details
Location Type
Hybrid
Owner Participation
Full-Time
Territory Type
Exclusive
Territory Size Requirements
FilterShine USA, Inc. grants franchisees an exclusive business operations zone where no other FilterShine USA, Inc. franchise will be placed, provided the franchisee's agreement is in good standing. For franchisees in New York, the marketing area will contain a population of not less than 25,000 people.
Staffing Notes
FilterShine USA, Inc. requires that the franchised business always operates under the direct, full-time, day-to-day supervision of a designated manager. If the franchisee is an individual, they must serve as this manager. If the franchisee is a corporation or another business entity, the designated manager must retain at least 20% equity ownership of that entity. This designated manager must complete FilterShine USA, Inc.'s initial training within 90 days of appointment and meet satisfactory standards. Additionally, the franchisee may choose to have one assistant attend the initial training at their expense.