It’s Big Mac vs. the Little Guy

                 By Deirdre Shesgreen
                 Legal Times
                 Monday, January 4, 1999

                 Susan Kezios clearly relishes her role as a noisy
                 and unyielding advocate for franchisees. So it's no
                 wonder that Kezios, president of the American
                 Franchisee Association, was happy when she and
                 her newly hired lobbyist managed to get legislation
                 to protect franchisees introduced in Congress in
                 October -- with bipartisan support.

                 That victory, albeit a small step in a long legislative
                 process, was made even sweeter by the internal
                 dissension that the bill seems to have sparked
                 among her archrivals, the members of the
                 International Franchise Association. The IFA
                 represents major corporations, such as
                 McDonald's and Kentucky Fried Chicken, as well
                 as many franchisees and suppliers.

                 At issue is the Small Business Franchise Act of
                 1998, introduced by Rep. Howard Coble (R-N.C.)
                 and co-sponsored by Rep. John Conyers Jr.
                 (D-Mich.), along with 10 other lawmakers.
                 Franchisees have long complained that they are
                 vulnerable to unscrupulous franchisors, who they
                 say hold the upper hand in contract negotiations
                 and are able to deceive and mistreat eager
                 entrepreneurs.

                 "If you own a McDonald's, Subway, 7-11 . . . or
                 any of the hundreds of other franchises in the U.S.,
                 and you have had problems with the parent
                 corporation, help may be on the way," Coble said
                 in a statement released when he introduced the
                 bill.

                 The North Carolina lawmaker declined to discuss
                 the legislation over the holiday break, but he said
                 in his initial statement that he would make a big
                 push for the bill in the 106th Congress.

                 "I don't know of a member of Congress who would
                 stand by while their hard-working small business
                 owners are left buck naked and defenseless
                 against bad faith tactics which have been used by
                 a host of corporations," he said.

                 In a typical franchise agreement, the buyer pays
                 an initial licensing fee (anywhere from a few
                 thousand dollars to $100,000) for the right to open,
                 say, a McDonald's or a Taco Bell, plus the cost of
                 whatever equipment and inventory are needed to
                 start the operation. Once the outlet is open, the
                 new business owner pays a percentage, ranging
                 from 3 percent to 15 percent, of his or her revenue
                 to the franchisor, and sometimes additional
                 advertising fees.

                 Right now, the only federal oversight comes from a
                 1978 Federal Trade Commission rule, which
                 relates only to the pre-sales process, not to
                 problems that crop up after a contract is signed.
                 And a 1993 study by the General Accounting
                 Office found that the FTC acted on fewer than 6
                 percent of the franchise complaints brought to the
                 agency.

                 "It's toothless," says Kezios, the AFA president.

                 With such minimal enforcement, she and others
                 say, franchisees are at the mercy of the major
                 franchise corporations. While many franchisees
                 are attracted by the prospect of owning their own
                 business and being their own boss, the parent
                 corporation still holds a tight -- sometimes
                 strangling -- grip after the contract is signed,
                 Kezios and others say.

                 In one case, a franchisee testified at a November
                 1997 FTC hearing about growing frustrations with
                 his franchisor, using the pseudonym "Steve Doe"
                 because he was so terrified of possible retaliation
                 by his corporate parent.

                 Something is "terribly wrong" when a businessman
                 has to testify anonymously about a franchise
                 operation, says W. Timothy Locke, a lobbyist at
                 the Smith-Free Group who is representing Kezios'
                 association, which comprises about 7,000
                 franchisees.

                 "This is a small-business entrepreneur who is
                 trying to get the American dream," says Locke, a
                 onetime aide to former Sen. Howard Baker
                 (R-Tenn.). "These people are plunking down on the
                 table huge quantities of money to buy into a
                 franchise. [But] they don't own anything."

                 As franchisee William Allen, who owns six
                 Kentucky Fried Chicken stores in Iowa, puts it,
                 "We're indentured servants."

                 One of the most contentious problems is
                 "encroachment," when a franchisor sells a
                 franchisee an outlet in a certain location, and then
                 a few months later, sells another outlet a few
                 blocks away to someone else. The new
                 establishment drains away customers and revenue
                 from the first owner and can be devastating for
                 franchisees, say Kezios and others.

                 But for the franchisor, it's often a boon. Ten percent
                 royalties from two stores, even if they each have
                 diminished sales, is still better than getting
                 royalties from just one store.

                 "McDonald's wants to have a Big Mac five minutes
                 away from every man, woman, and child," Kezios
                 says. "They don't give a flying rat's ass if they
                 devalue your asset" along the way.

                 The Coble bill seeks to address these complaints,
                 setting uniform standards of conduct for franchise
                 contracts. For example, the bill would make
                 encroachment illegal. It would also give franchisees
                 more freedom in choosing where they buy their
                 supplies and would require good cause for
                 termination of contracts.

                 But for the franchisees, the most important
                 element of Coble's bill comes with the creation of a
                 private right of action, so they could sue in federal
                 courts if a franchisor violates the law or the FTC
                 rule governing franchise contracts. Currently,
                 franchisees' only recourse is to file a complaint
                 with the FTC or to sue under a hodgepodge of
                 state laws.

                 Of course, the IFA has a different view of the
                 proposal. Matthew Shay, the IFA's vice president
                 and chief counsel, says that the bill would impose
                 such extreme restrictions on franchising that it
                 would basically kill the business.

                 "This legislation essentially would rewrite every
                 condition and every term in a franchise
                 agreement," Shay says. "We were surprised that a
                 conservative Republican like Mr. Coble and other
                 supporters of small business would lend their
                 name to this kind of legislation."

                 Days after the legislation was introduced, Shay
                 and other IFA members gathered in Boca Raton,
                 Fla., for an annual board meeting. The Coble
                 legislation was a hot topic.

                 "I was told this bill really messed up a good
                 weekend in Boca," says AFA lobbyist Locke, with
                 a hint of glee.

                 Shay and other IFA members say the entire
                 franchise association is united in its opposition to
                 the bill.

                 But the IFA's membership also includes a sizable
                 number of franchisees, who together own more
                 than 30,000 outlets.

                 Starting in 1993, the year that Susan Kezios' group
                 was founded, the IFA allowed franchisees to join --
                 a development that Kezios says was intended to
                 co-opt the franchisees and divide their ranks.

                 Ironically, however, it may have the unintended
                 effect of dividing the IFA, since some of its
                 franchisee members have at least a partially
                 favorable view of Coble's bill.

                 "The franchisees that were there [in Boca Raton]
                 felt there was nothing in [the bill] that the IFA
                 shouldn't support," says Allan Burr, an IFA
                 member who owns an A&W Root Beer franchise in
                 Lancaster, Wis.

                 Burr says that one franchisee, a Dunkin' Donuts
                 operator, argued that "it was time to support the
                 legislation, and if [the IFA]

                 didn't, the franchisees would have to split with the
                 IFA."

                 A Dec. 16 internal memo to the Franchisee
                 Advisory Council (FAC) Task Force, a panel within
                 the IFA, details a conference call on the Coble bill
                 and illustrates the franchisees' dilemma in taking a
                 position on the bill.

                 "FAC members need a position paper giving the
                 specific reasons why a franchisee would oppose
                 this legislation," the memo says. "We do not want
                 to be just a rubber stamp of the franchisor
                 position."

                 The memo also says that franchisees participating
                 in the conference call decided that the IFA needed
                 to take some concrete steps to address some of
                 the problems within the industry.

                 "The group felt IFA must come up with something
                 that incorporates the positive points of the
                 legislation and presents an alternative to franchise
                 legislation," the memo says. "It is not enough just
                 to be against the bill."

                 In the end, though, the IFA and its franchisees
                 came out strongly against the bill.

                 "There are a number of positive items in the bill
                 that as franchisees we could not dispute, but when
                 taken as a whole, our group felt more harm than
                 good would come," reads the FAC memo, which
                 noted that the group had gone through seven drafts
                 of a statement articulating the franchisees' position
                 on the legislation.

                 And whatever the IFA's internal deliberations were,
                 there's no question that the group is now preparing
                 for a fierce campaign. Shay says that some
                 lawmakers might have signed onto the bill without
                 fully understanding its implications, and he says
                 the group plans an intense education campaign to
                 explain to lawmakers how detrimental the bill will
                 be.

                 "After some consideration, they'll probably be
                 better informed," Shay says.

                 Already, the IFA has a lobbying advantage, since
                 its members include large corporations that have
                 in-house advocates and generous political action
                 committees.

                 For example, the McDonald's Corp. gave more
                 than $90,000 to federal candidates in the 1997-98
                 election cycle, and Tricon Global Restaurants,
                 which owns Kentucky Fried Chicken, Pizza Hut,
                 and Taco Bell, gave more than $50,000. (Both
                 Kezios' group and the IFA have modest PACs:
                 They gave out $600 and $4,000 respectively in the
                 1997-98 election cycle.)

                 To boost its firepower, the IFA has added three
                 high-profile hired guns to its lobbying team since
                 the Coble bill was introduced: Two former members
                 of Congress, Andy Ireland (R-Fla.) and William
                 Zeliff Jr. (R-N.H.) of Zeliff-Ireland & Associates, and
                 Alan Coffey Jr., the former chief of staff and general
                 counsel to the House Judiciary Committee, which
                 will have jurisdiction over the bill, are now on the
                 IFA's payroll.

                 Ireland was the ranking member on the Small
                 Business Committee before he left Congress in
                 1992, and even then was a sharp critic of
                 franchisees who wanted federal legislation. He
                 called them "whiny butts" who came crying to
                 Congress instead of taking responsibility for their
                 own business failings, according to a 1992
                 National Journal story.

                 Not much has changed. "I feel very strongly that
                 this kind of thing, then as now, is driven by
                 unsuccessful [business people]," Ireland says.

                 The Coble bill will just create a host of new
                 problems, he says. "The legislation seeks to make
                 the federal government a party to the contract, he
                 says. "It's big-time government intrusion. To label
                 this as a small-business issue is ludicrous."

                 The proposal is also fueled, Ireland contends, by
                 plaintiffs attorneys. "The litigation sector of society
                 sees this as an opportunity to make money for
                 their profession," he says.

                 Locke, who is working on the issue with his
                 partners James Smith, Alicia Smith, and James
                 Free, dismisses the notion that this will hurt the
                 franchise business. He notes that Iowa state
                 lawmakers passed a comprehensive franchisee bill
                 in 1992, and "not one franchise has quit doing
                 business in Iowa."

                 Nor, he adds, has the Iowa law sparked a wave of
                 litigation. The only lawsuit related to the bill was
                 one filed by McDonald's and Holiday Inn against
                 the governor, arguing the law was unconstitutional,
                 he says.

                 Locke concedes that he may be outnumbered.
                 After all, Kezios had to spend three years raising
                 funds before the American Franchisee Association
                 could even afford to hire Locke's lobby firm.

                 But Locke says he'll get all the firepower he needs
                 from the issue itself. "After I get done telling the
                 horror stories that so many franchisees have gone
                 through, it'll make HMOs look benevolent," he
                 says. "It will be so eye-opening to so many
                 members, we will really get some traction."

                 Besides, Locke says, the issue's political appeal
                 will be too strong to resist.

                 "Helping out the small businessman anytime is
                 good politics," he says. "Helping out the small
                 businessman or woman in a presidential election
                 year is great politics."

                 Heard in the Corridors . . . The Global Climate
                 Coalition has added new fuel to its lobbying
                 machine: Glenn Kelly, a former senior aide to Rep.
                 Jo Ann Emerson, a Republican from Missouri, has
                 moved to K Street to become the new executive
                 director of the coalition, an industry group that
                 lobbies on global warming issues.