Operating a Franchise System: A Practitioner's Guide to Disclosure, System Standards, Territory, Transfers, and Termination
By Casey Scott McKay ·
A working guide to advising a franchisor, a franchisee, or a licensor who may have become one without noticing. It opens with the three reviews every franchise engagement requires and why they must reconcile. It then works through the portfolio and manual that constitute the system, the quality control programme that keeps the marks alive, the disclosure obligations and Item 13, territory and channel definitions, transfer and renewal, termination and cure, and the de-identification terms that decide the most common dispute in the sector. It closes with three worked engagements and a first-ninety-days plan for a system with none of this in place.
IP and Technology > Trademarks | Guide | Published 9 October 2023 - Updated 24 February 2026 | Casey Scott McKay - marksy.us
Three reviews that must reconcile
Franchise work sits between three specialisms and practitioners arriving from any one of them tend to underweight the others. Structure every engagement as three reviews and insist that they agree.
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