Franchise Evaluation

Franchise disclosure materials are standardized — they're not built around your market, your finances, or your goals.

 

I help prospective franchisees assess whether an opportunity actually makes sense before any money moves, and I build lender-ready materials when
financing is part of the picture.

 

My services are structured so you can engage at whateverstage you're in.

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Financial Screening

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An initial review to assess the financial quality of the opportunity and identify potential risks early.

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Includes:

• income, expenses, and cash flow review
• balance sheet analysis
• comparison to tax returns (where applicable)
• owner add-backs and one-time adjustments

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This is typically used when evaluating an existing business or resale opportunity.

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Franchise Viability Check

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A focused analysis of the unit economics of the franchise based on the Franchise Disclosure Document (FDD) and operating assumptions.

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Includes:

• review of Item 19 earnings (where available)
• analysis of franchise fees and ongoing costs
• demand and market considerations
• unit-level economics and profitability
• break-even and sensitivity analysis
• cash flow and burn rate assessment

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This helps determine whether the business model is financially viable before moving forward.

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Financial Projections and Feasibility

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Development of forward-looking financial projections based on realistic operating assumptions.

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Includes:

• revenue and profit projections
• cash flow modeling
• unit economics and break-even analysis
• sensitivity analysis under different scenarios

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This is typically used when preparing for financing or validating expected performance.

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Lender-Ready Business Plan

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A complete business plan with integrated financial projections, structured for commercial and SBA lenders.

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Includes:

• financial projections and supporting analysis
• industry, market, and competitive overview
• management and operations summary
• integration of strategy with financial performance

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This package is designed to clearly explain how the business will operate and support the requested financing.

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Certified Valuation Report

A standards-compliant valuation when required as part of the financing process.

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Includes:

• application of income, market, and asset-based approaches
• conclusion of value with supporting analysis
• documentation suitable for lender and SBA review

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