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Franchise Disclosure Document

Draft FTC-Compliant FDDs in Minutes, Not Hours

15 minutes with CaseMark

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Franchise Disclosure Document

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Workflow

Franchise Disclosure Document

Overview

CaseMark's Franchise Disclosure Document skill automates the drafting of complete, FTC Franchise Rule–compliant FDDs including all 23 required items, financial tables, exhibit packages, receipt pages, and state-specific addenda. Powered by AI trained on franchise regulatory requirements, it transforms raw corporate, financial, and operational data into a professionally structured disclosure document ready for attorney review and state registration filing.

Preparing a Franchise Disclosure Document is one of the most document-intensive tasks in franchise law. Attorneys must compile and cross-reference corporate records, audited financials, litigation histories, outlet data, and fee structures across 23 mandatory items—each with specific FTC formatting requirements and state-level variations. Manual drafting and annual updates consume dozens of attorney hours and create significant risk of omission or inconsistency.

CaseMark automates the end-to-end FDD drafting workflow by ingesting your franchise agreement suite, financial statements, and corporate data, then producing a fully structured disclosure document with all 23 items, required tables, exhibits, and state addenda. The built-in gap analysis ensures nothing is missed, while FTC-mandated language is reproduced with precision—freeing franchise attorneys to focus on strategic counsel rather than document assembly.

How it works

  1. 1. Upload your franchise agreements, audited financials, corporate documents, and operations data

  2. 2. AI performs gap analysis and extracts key facts across all 23 FDD items

  3. 3. Review the fully drafted FDD with Items 1–23, tables, exhibits, and state addenda

  4. 4. Export the complete Franchise Disclosure Document in your preferred format (DOCX, PDF)

What you get

  • Gap Analysis Log

  • FTC Cover Page & Front Matter

  • Items 1–23 Disclosure Sections

  • Required Financial Tables & Outlet Rosters

  • State-Specific Addenda

  • Exhibits & Receipt Pages

What it handles

  • Complete Items 1–23 drafted per FTC Franchise Rule (16 C.F.R. Part 436)

  • Automated gap analysis across corporate, financial, and litigation data

  • State-specific addenda and registration package generation

  • Required tables including outlet rosters and financial performance representations

  • FTC-mandated cover page and cautionary statements reproduced verbatim

  • Receipt pages and exhibit compilation aligned to franchise agreement suite

Required documents

  • Franchise Agreement Suite

    Current forms of all franchise agreements, area development agreements, and ancillary contracts to be executed by franchisees

    .pdf, .docx

  • Audited Financial Statements

    Up to three years of audited financial statements with auditor's report for the franchisor entity

    .pdf, .docx

  • Corporate & Officer Documents

    Entity formation documents, ownership structure, affiliate details, and officer/director biographical information

    .pdf, .docx

Supporting documents

  • Prior Year FDD

    Previous year's Franchise Disclosure Document for annual update and comparison purposes

    .pdf, .docx

  • Litigation & Bankruptcy Records

    Ten-year litigation and bankruptcy history for the franchisor, affiliates, and Item 2 persons

    .pdf, .docx

  • Outlet Roster Data

    Franchisee contact lists, outlet openings/closures, and transfers for the past three fiscal years by state

    .pdf, .docx, .xlsx, .csv

  • IP Portfolio Documentation

    Trademark registrations, pending applications, IP disputes, and related documentation

    .pdf, .docx

Why teams use it

Reduce FDD drafting time from weeks to hours with automated extraction and structuring across all 23 items

Minimize compliance risk with built-in FTC Rule formatting, verbatim cautionary statements, and state-specific addenda

Streamline annual FDD updates by identifying changes across outlet rosters, financials, litigation history, and fee structures

Ensure completeness with automated gap analysis that flags missing data before drafting begins

Questions

Does CaseMark produce all 23 FDD items required by the FTC Franchise Rule?

Yes. CaseMark drafts every item from Item 1 (Franchisor Identity) through Item 23 (Receipts), including required tables, negative disclosures where applicable, and the verbatim FTC cautionary statement. Each item is structured to comply with 16 C.F.R. Part 436.

Can CaseMark generate state-specific addenda for franchise registration states?

Absolutely. CaseMark identifies your target offering states and generates the required state addenda, agency contact notices, and registration-specific disclosures. You specify which states you plan to register in, and the AI tailors the output accordingly.

How does CaseMark handle the financial performance representation in Item 19?

CaseMark structures your Item 19 based on the data you provide, including proper formatting of financial performance representations with required bases, assumptions, and cautionary language. If you elect not to make an FPR, it generates the required negative disclosure.

What documents do I need to provide to generate a complete FDD?

At minimum, you should upload your franchise agreement suite, audited financial statements (up to three years), corporate formation documents, officer/director bios, fee schedules, outlet rosters, IP registrations, and litigation/bankruptcy history. CaseMark's gap analysis will flag any missing information.

Can I use CaseMark to update an existing FDD for annual renewal?

Yes. CaseMark is designed for both initial FDD preparation and annual updates. Upload your prior FDD along with updated data, and the AI will identify changes needed across all items, update outlet tables, refresh financial statements, and flag new disclosure obligations.

Does CaseMark replace the need for a franchise attorney to review the FDD?

CaseMark dramatically accelerates FDD drafting and ensures structural compliance, but it is designed as a workflow tool for legal professionals. Attorney review remains essential to verify factual accuracy, confirm legal judgments, and ensure compliance with evolving state requirements.

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