Case Study : Fast-food Franchisee

A Fast-food franchisee needed to obtain the best financing for their planned new store location. The owner had no cash to support the expansion. Kellogg Associates:

1. Reviewed existing financing arrangements.
2. Developed most cost effective plan for accessing existing equity in leveraged properties.
3. Prepared financing book for prospective lenders.
4. Identified the most likely financing sources on a local and national basis.
5. Obtained financing proposals.
6. Negotiated the most favorable financing terms for the Franchisee.
7. Successfully closed the financing, allowing the Franchisee to protect their geographic position.

Case Studies

• Management buyout of Family-Owned Business
• Return National Tour Operator to Profitability
• Quick-Casual Restaurant Franchisee obtains growth capital
• Medical Products OEM Supplier
• Employee Stock Ownership Plan
• Turnaround Operations and Obtain New Financing
• Strategic Planning and Outside CFO
• Lender With a Substantial Problem Loan
• New England Community Bank
• 40-Year-Old Family-Owned Apparel Manufacturer
• Fast-food Franchisee
• Jewelry Wholesaler
• Start-Up Construction Equipment Manufacturer

What Our Clients Say

“Dave's knowledge of banking and finance blends well with his entrepreneurial spirit to support the deployment of any financially based business strategy.

Dave also has a strong bias for action and getting the job done expeditiously. His diplomatic talents enable him to minimize the tangles and tight spots of a negotiation, which simplifies and further expedites the process.”

- Tom Boyd, President
  Blow Molded Specialties

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