Unit Option

Single, Multiple

Background

FDD Franchised Units: 12

Corporate Owned Units: 7

Projected New Units: 16

Year Established: 2003

First Year Franchised: 2022

Type of Business: Franchise

Hours of Operation: Occasional Evenings or Weekends

Number of Employees: Small (1-5)

History:

Hudson Valley Swim was an idea incubated in our own backyard pool when our children were young. We had a very talented swim instructor come to our pool for swim lessons and we started discussing turning this into a business. In 2003 we launched our swim school under a different name and then in 2011, we became Hudson Valley Swim.

We have taught lessons at various facilities over time and in 2006 we settled at our main location in Newburgh, NY. Since then we have expanded to locations in Middletown, NY, Hopewell Junction, NY and in 2023 added Port Chester, NY, New Rochelle, NY, Monticello, NY and Seminole, FL to our corporate portfolio. Collectively we teach about 5000 students annually. In 2022, we decided to take our premium program national via a franchise offering.

There are 4 pillars of our business that allow us to stand out from other programs.

1. Our class sizes are small. Each student gets a personalized learning experience.
2. Our program is unique. It was developed using best-practices from various swimming organizations and customized via with our own techniques.
3. Senior teachers of swimming. Lots of people can hold swim lessons but not everyone is a teacher. We promote hiring of teaching skills + aquatics experience.
4. Customer service. The lost art that consumers are getting used to. We promote and measure outstanding service to our customers. This provides repeat business and referrals.

Availability

Territories: United States

Financials

Liquidity: $50,000

*Investment Range: $93,575 - $121,800

**Average Investment: $93,745 - $121,995
Provided by the Franchisor

Minimum Net Worth: $100,001 to $250,000

6 Month Cash: $30,001

Franchise Fee: $59,500

Royalty: 6-8%

Royalty Description: Greater of minimum royalty or 6-8% of Gross Sales

Advertising: $30,000 annually on local advertising and marketing

National Advertising: 2% (Brand Fund)

Ramp-Up: 1 to 3 months

Passive Ownership: Semi- passive at onset (they can hire a manager to run business)
Passive Ownership means the owner is working 15 hours or less per week in the business.

Passive Ownership Explain: We prefer owner operator. Will consider semi-passive ownership provided candidate has a sufficient operating plan. Having someone marketing onsite, managing the phones, be onsite at the start of the session, check in on the operations, is required whether it is an owner/operator or manager.

Available Discounts

• Veterans

Discount Description: Salute to Service Program = 20% franchise fee discount

Training, Support and Assistance

Co-Operative Advertising: N/A

Site Selection Assistance: Available

Lease Negotiation Assistance: N/A

Length of Training: 52 hours

Training Description:

Onboarding:

• 12 weeks outline
• weekly meetings
• comprehensive LMS for training and support
• introductions with vendors
• we order their equipment and marketing materials for them
• monthly all-company meetings

12 week onboarding

1. Orientation
2. Preferred vendor set up
3. programs and classes training
4. staffing and training
5. registration system training
6. sales and customer service
7. creating your schedule
8. community engagement/marketing
9. brand guidelines
10. setup and maintenance
11. in-person aquatics and office
12. tracking student progress

Operational and Marketing Tools:

Hudson Valley Swim has spent a lot of time initially building out the infrastructure that would prepare us for expansion. We have established a national contract with a very large fitness chain, built master insurance policies, and partnered with marketing agencies, bookkeepers, and payroll companies to support and offer discounted rates to our franchisees. Before awarding territories, we ensure that the owners will have a rental facility to operate out of.

The Hudson Valley Swim business training incudes hiring and identifying instructors, aquatics and office training, lead generation, ordering office and pool supplies, learning the registration system, financial operation, and business operations training.

During the onboarding process the Hudson Valley Swim team assists with identifying and hiring the Lead Swim Instructor. The Lead Instructor will come to the corporate facility and train with our Aquatics Director to learn our program. Owners will have access to our CRM system to make sure all tasks are being completed on time.

Owners are encouraged to do their own physical marketing, but the marketing consultants will handle creating a digital footprint. on system. From forming accounts to content creation to monitoring SEO, our marketing consulting firm are experts at building digital awareness. Digital marketing is just one component to our 4 components of marketing, which also include: off-site, on-site, and referral marketing’s.

Initially, we will order both the equipment and marketing package for our owners. Overtime, they will have access to our CRM system, which includes vendors that they are able to order supplies as needed.

It is not complicated to learn the basics of the registration system, however, there are some more complex tasks. Our initial training on this will cover everything that owners will need to be attentive to. Since, they have an account manager through the registration system company, owners have access to the on-going support they offer as well as the support we offer.

Our support system allows for owners to communicate with each other to collaborate on best practices. We do monthly all-company meetings and weekly calls with owners for the first 4-6 months (up to them).

Financing Assistance: N/A