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

“Because of Dave's large-bank experience and his desire to work with small entrepreneurial companies, he is able to be a highly effective bridge between entrepreneurs and financing sources. He provides much more, however, by getting directly involved with the details of the business plan.”

- Randy Spencer, CEO
  Concordia Manufacturing, LLC

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