Poolwerx
2025 Franchise Disclosure Document

FDD Issue Date: May 1, 2025

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Access the full Franchise Disclosure Document for Poolwerx, including all 23 items and exhibits for the hybrid mobile + retail model.

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Important Disclaimer: This analysis is provided for informational purposes only and does not constitute legal, financial, or investment advice. Prospective franchisees should conduct their own due diligence, consult with qualified franchise attorneys and accountants, and independently verify all information before making any franchise investment decision. Franchise performance can vary significantly based on market conditions, operator skill, and numerous other factors.

Frequently Asked Questions

What is the business model?
Hybrid: Mobile Unit required initially, Retail Location required within 24 months
When was the FDD issued?
May 1, 2025
What was the average gross revenue in 2024?
$1,244,222 (16 locations)
What type of territory is granted?
Exclusive Marketing Area (conditioned on MAPR/retail location)
What is the total estimated initial investment?
Poolwerx has a two-phase investment structure:
  • Mobile Unit Phase: $94,400 to $142,400 (includes $87,275 to $99,025 paid to franchisor/affiliates)
  • Mandatory Retail Location Phase: $153,000 to $350,500
This dual structure means the total capital expenditure is significantly higher than single-model competitors. The franchisee must submit a submittal package for the Retail Location site within 90 days after the Franchise Agreement's effective date.
Does Poolwerx offer financing?
The FDD excerpt does not disclose whether Poolwerx offers direct or indirect financing. This information may be available in the full Item 10 of the FDD.
What were the 2024 financial performance results?
For 16 combined mobile/retail locations operating for the full year ended December 31, 2024:
  • Average Gross Revenue: $1,244,222
  • Median Gross Revenue: $961,184
This represents gross sales only and does not account for expenses or profitability. While lower than construction-focused models (Premier Pools & Spas averaged $3,744,777 in 2023), this reflects a broader revenue scope encompassing service, maintenance, and retail sales. In fiscal year 2024, Poolwerx's total Royalty fees collected were $2,020,107.
How does Poolwerx handle vendor rebates?
Poolwerx is highly centralized in its revenue handling. In fiscal year 2024, Poolwerx collected and retained rebates and allowances totaling $583,870 from vendors based on franchisee purchases, which represented 16% of Poolwerx's total revenue of $3,576,808. According to the FDD, Poolwerx uses these rebates to market the network, provide training, and subsidize the annual convention, but reserves the right to retain and use the funds as it deems appropriate.
Who owns customer data and client information?
This is a critical consideration. According to the FDD: "All Client Information, Client details and information... is, and will at all times remain, the sole property of Poolwerx, and the Franchisee hereby assigns all of its right, title and interest in any such information and data to Poolwerx or its nominee as and when created." This means franchisees build goodwill and customer databases exclusively for the franchisor's network, not for their own equity. This control extends post-termination.
Are franchisees required to provide tax returns?
Yes. Poolwerx mandates that franchisees submit a copy of their tax returns filed with all applicable tax authorities within 10 days after filing. This level of mandatory financial transparency allows the franchisor to monitor performance against the Minimum Performance Criteria (MAPR).
What are the Minimum Performance Criteria (MAPR)?
Poolwerx operates under mutually agreed-upon Minimum Performance Criteria (MAPR), which are included in the annual Business Plan. These criteria typically include Gross Revenue targets, business development goals, and market share increases. The MAPR are critical because failure to meet them has severe consequences.
What happens if I fail to meet the Minimum Performance Criteria?
This is unusually severe compared to other franchise systems. According to the FDD: "If you fail to meet the Minimum Performance Criteria we may require you to sell your Franchised Business and cease operating in the Marketing Area." If the franchisee fails to comply with the sale process, Poolwerx is granted the irrevocable right and power of attorney to sell the franchised business on the franchisee's behalf, deducting all costs and amounts owed from the sale proceeds. This is a potent mechanism for maintaining system quality, going beyond typical territory reduction or termination rights.
How is territory defined and protected?
Poolwerx grants an Exclusive Marketing Area designated by Poolwerx. However, this exclusivity is conditional on:
  • Meeting the mutually agreed-upon Minimum Performance Criteria (MAPR) annually
  • Opening a Retail Location within 24 months of signing the Franchise Agreement
Poolwerx reserves rights to operate and license businesses using different marks, acquire existing businesses, and sell products/services through alternative distribution channels (including websites and e-commerce) without compensating the franchisee.
What are the owner participation requirements?
The Franchised Business must be under the personal, on-premises supervision of the franchisee or Manager. Managers and employees must obtain and maintain all necessary Accreditations. Additionally, owners and their spouses must sign Personal Guarantees, making spouses liable for all financial obligations even if they have no ownership interest in the franchise.
Are there any mandatory attendance requirements?
Yes. Failure to attend the annual Convention, without prior approval, is deemed a breach of the Agreement and a failure to meet a Transition Event Condition. Poolwerx collected $118,381 related to the convention program for the year ended December 31, 2023.
What insurance is required?
Franchisees must obtain:
  • Comprehensive and Commercial Automobile Liability Insurance
  • Uninsured/Underinsured Motorist Coverage
  • No-Fault Protection
  • Property Damage coverage
Specific coverage limits should be confirmed in the full FDD.

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Important Disclaimer: This analysis is provided for informational purposes only and does not constitute legal, financial, or investment advice. Prospective franchisees should conduct their own due diligence, consult with qualified franchise attorneys and accountants, and independently verify all information before making any franchise investment decision. Franchise performance can vary significantly based on market conditions, operator skill, and numerous other factors.