Business Description

JAY ROBERTS & ASSOCIATES is a management/financial consultant firm started in 1965. It specializes in start-up, general and turn-around consulting to small and medium-sized businesses. An emphasis is put on loan brokerage, particularly government loans.

Franchisor Background

Year Established:  1965

Franchising Since:  1981

Operating Units:
Franchised Units:	30	93.8%
Company-Owned Units:	2	6.3%
Total Operating Units:	32	100.0%
Geographic Distribution: U.S.: 32 100% In 16 States Canada: 0 0% In 0 Canadian Provinces International: 0 0% In 0 Foreign Countries   Total: 32 100.0%

North America:
States/Provinces with the largest number of operating units:

Density	Units
1. New York	2
2. Illinois	2
3. California	2

Registered in Following Registration States:

Financial Requirements

Investment:
Minimum Net Worth:	$
Cash Investment:	$25-50K
Total Investment:	$Varies
Average Total Investment:	$-1K
Fees:
Initial Franchise Fee:	$2K
Average Franchise Fee:	$2K
On-Going Royalty:	Varies
Average Royalty:	-1%
Advertising Fee:	NA

Average Number of Employees: 2 Full-time, 0 Part-time

Space Needs (in square footage): Varies

Preferred Sites: Home-based

Other Sites:

Encourage Conversions? Not Applicable

Earnings Claims Provided?: No

Franchisee Qualifications
Ranked from 1 (unimportant) to 5 (important):
Financial Net Worth:	3
General Business Experience:	4
Specific Industry Experience:	2
Formal Education:	3
Psychological Profile:	4
Personal Interview(s):	3
Terms of Contract
Term of Initial Contract:	Open Year(s)
Term of Renewal Period:	Open Year(s)
Passive Ownership:	Not Allowed
Area Development Agreements?	Yes, for 1 Year(s)
Sub-Franchising Contracts?	No
Franchisees Allowed to Expand Within Territory?	Yes
Support and Training
International Franchise Association:	No
Canadian Franchise Association:	No
Franchisee Association/Member:	No
Size of Corporate Staff:	5
Site Selection Assistance?	No
Lease Negotiation Assistance?	No
Financial Assistance?	Yes, Direct
Marketing Support:
Co-Op Advertising:	No
National Advertising:	No
Regional Advertising:	No
Local Advertising:	No
Marketing Materials:	None Specified
Additional Services:	None Specified
Other Marketing Support:	None Specified
On-Going Support:
Central Data Processing:	Included in Fees
Central Purchasing:	Not Applicable
Field Operation Evaluation:	Included in Fees
Field Training:	Included in Fees
Initial Store Opening:	Not Applicable
Inventory Control:	Not Applicable
Franchisee Newsletter:	Included in Fees
Regional or National Meetings:	At Additional Cost
800 Telephone Hotline:	Not Applicable
Training:
1. Joliet, IL	1 Week
Expansion Plans
Projected New Units Over Next 12 months:	12
U.S.:	Yes, All United States
Canada:	No
Overseas:	No