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JO TO GO COFFEE - FDD UFOC ITEM 1 Detail

ITEM 1

THE FRANCHISOR AND ANY PARENTS, PREDECESSORS, AND AFFILIATES

 

The franchisor is Jo to Go America, Inc. To simplify the language in this Franchise Disclosure Document, the franchisor will be referred to as "Company" or "we," "us" or "our." "You" means the person who buys the franchise. If you are a corporation, partnership, limited liability company or other entity created by law, certain provisions of the franchise agreement also apply to your direct or indirect owners and will be noted. These owners must personally guarantee payment and performance of all of your obligations to us. Company is a Wisconsin corporation incorporated on September 27, 2000. We do business under our corporate name and under the names Jo to Go�, ,Jo to Go Coffee� and Taco Flamingo�. Our principal business address is 1263 Main Street, Green Bay, WI 54302. Our agents for service of process are disclosed in Exhibit 10.

 

We do not have any predecessors.

 

Our parent is Carina Holding Company. It was formed as a corporation on January 2, 2007 and serves as the parent company to Jo To Go America, Inc., Jo To Go, Inc., M2D Agency, Inc., Jo To Go Licensing LLC, Turnkey Development, Inc. The principals of Carina Holding company, Inc. are the same as those of Jo To Go America, Inc. The principal business address of Carina Holding Company is 1263 Main Street, Green Bay, WI 54302.

 

Our affiliate, Jo to Go, Inc. has operated a Jo to Go Business since October 1998. Its principal business address is 1263 Main Street, Green Bay, WI 54302. As of the date of this Franchise Disclosure Document, it operates 5 Jo to Go Businesses in Wisconsin. We acquired most of our assets, including trademarks and service marks and the system for establishing and operating a Jo to Go Business from Jo to Go, Inc. Jo to Go, Inc. also sells private label coffee under the mark Jo to Go Coffee� on the Internet.

 

Our affiliate Turnkey Development, LLC offers development services to our franchisees. It may also lease the premises for the franchise to our franchisees. Turnkey Development, LLC''s principal business address is 1263 Main Street, Green Bay, WI 54302. If you purchase development services from Turnkey Development, LLC, you will sign a Development Package Agreement which is attached to this Franchise Disclosure Document as Exhibit 5.

 

Our affiliate, M2D Agency, Inc., offers advertising and promotional products and services to our franchisees. Its principal business address is 1263 Main Street, Green Bay, Wisconsin 54302.

 

We have no other affiliates which are providing products or services to our franchisees. We have no affiliates which are offering franchises in any line of business.

 

We offer franchises to own and operate a quick service espresso bar, cafe or restaurant, offering coffee, espresso, smoothies and other specialty drinks, bakery items, fresh, authentic Mexican food, and related food and drink products and merchandise. The System is currently identified by and the espresso bar, caf� or restaurant is operated under the dual brands of "Jo to Go

Coffee" or "Jo to Go" and "Taco Flamingo". We are offering the dual brand franchise for the first time under this Franchise Disclosure Document. Prior to 2008, we offered a single brand of "Jo to Go Coffee" and "Jo to Go" (and previously "Jo to Go Drive Thru Espresso Bar") and did not offer Mexican food. As of the date of this Disclosure Document, all of our existing franchised units operate under the single brand of Jo to Go Coffee or Jo to Go. One of our affiliate owned units has added the "TACO FLAMINGO" brand and has been offering Mexican food since October 2007.

 

You must sign our standard franchise agreement (the "Franchise Agreement") which is attached to this Franchise Disclosure Document as Exhibit 1. You must operate your Jo to Go franchise following our specific standards, practices, specifications, techniques, methods and procedures which are uniformly applied to all Jo to Go franchises (all of which is referred to as the "System"). We may change, improve or further develop the System at any time. We have the right to change, substitute or alter the marks you are licensed to use at any time. The service marks and trademark "JO TO GO COFFEE," "TACO FLAMINGO" and all other proprietary trademarks, service marks, related designs, logos and other commercial symbols owned by us now and in the future and used in operating a Jo to Go franchise are referred to in this Franchise Disclosure Document as the "Marks."

 

We currently offer franchises for 3 different models of Jo to Go Businesses which operate under the marks "Jo to Go Coffee" and "Taco Flamingo": a Jo to Go Double Drive Thru model (dual concept); a Jo to Go In-Line Caf� model (dual concept); and a Jo to Go Drive Thru Caf� model (dual concept).

 

A Jo to Go Double Drive Thru (dual concept) operates as a quick service espresso bar from a freestanding building of approximately 500 square feet and features drive through lanes with drive-up windows on 2 sides of the building and walk-up windows for pedestrians. The Double Drive Thru building is a distinctive design and will be constructed at an approved location. All service is through the double drive through windows or walk-up window. There is no on-premises seating. A Double Drive Thru is generally located in out lots near prime retail trade areas. In addition to the espresso, coffee, coffee drinks, and smoothies, the Double Drive Thru will also sell a limited number of frozen/fresh bakery products and Mexican food.

 

A Jo to Go In-Line Caf� (dual concept) operates as a quick service espresso bar and caf� located inside another retail establishment, shopping mall or a major entertainment or sports venue. An In-Line Caf� may be approximately from 400 to 2,200 square feet in size and will feature an order counter and seating for approximately 24 customers. The product offerings will be the same as the Double Drive Thru except that the In-line Caf� will offer and sell ready bake pastries and coffee-related retail merchandise.

 

A Jo to Go Drive Thru Caf� (dual concept) operates from a freestanding building or from the end unit of a shopping center or strip center and features drive through lanes and drive-up windows on one side of the building and a walk-in caf� with a coffee counter and customer seating for approximately 24 customers. The Drive Thru Caf� will be approximately 1,000 to 2,200 square feet in size. The product offerings will be the same as the Double Drive Thru, except that the Drive Thru Caf� will also offer and sell pre-packaged and ready bake pastries and coffee-related merchandise.

Unless otherwise specified, "Jo to Go Business" or "Jo to Go Franchise" as used in this Franchise Disclosure Document will include all 3 types of franchise offerings. All 3 franchise offerings specialize in the sale of coffee, espresso drinks, smoothies and fresh authentic Mexican food using ingredients and methods of preparation specified by us, whole and ground coffee beans and a limited offering of bakery goods. We may permit some Jo to Go Businesses to offer delivery services. At your option, you can establish the franchise as a single brand under "Jo to Go Coffee" and not offer Mexican food.

 

In addition to offering franchises for individual Jo to Go Businesses, we also allow certain franchisees who fit our criteria to become Multi-Unit Developers. Multi-Unit Developers open and operate a predetermined number of Jo to Go Businesses in a specified Development Territory. The Multi-Unit Development Agreement is attached to this Franchise Disclosure Document as Exhibit 4.

 

The market for Mexican foods, coffee and espresso drinks is developed and highly competitive. A Jo to Go Business must compete with other drive-through units which either specialize in coffee or offer coffee as part of a wider menu, and caf�s, coffee houses, restaurants and stores where the customer walks into the location to purchase coffee or other drinks, and/or Mexican food.

 

We were formed solely for the purpose of offering franchises and supporting franchisees. We have never operated a Jo to Go Business; however, our affiliate Jo to Go, Inc. currently operates 5 Jo to Go Businesses which follow the Double Drive Thru model. 1 of the 5 is a dual concept business similar to what we are offering in this Disclosure Document. Our affiliate has never operated an In-line Caf�. Our other affiliates have never operated a business of type to be operated by you under the Franchise Agreement. We began offering franchises in February 2001. We initially only offered franchises for the. Jo to Go Double Drive Thru model. We began offering the In-line Caf� and Drive Thru Caf� concepts for the first time in February 2005. We are offering the dual concept for the first time under this Franchise Disclosure Document. Neither we nor our affiliates have ever offered franchises in any other line of business.

 

There are no regulations specific to the operation of a coffee and Mexican food bar, caf� or restaurant although you will be required to comply with all local, state and federal health and sanitation laws and regulations which apply to businesses selling food and beverages. It is your responsibility to investigate all applicable local laws and regulations to find out what you need to do to comply.

 

 





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