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

What Our Clients Say

“Dave has now done two tours of duty with Ageless Innovation. When we started the company, we knew we did not yet need a fulltime CFO, but we needed the knowledge and experience of a seasoned finance professional. Dave jumped right in to help us set up our banking relationships, establish our loan with the BDC-RI, set up and populate our systems and most importantly be a strong financial partner for the co-founders. Dave quickly became part of the team and helped steward us through the first couple of years. When the time came to hire a full time CFO, Dave helped with all aspects of the hiring and transition processes making it seamless.

Unfortunately, a year later we were back in the CFO search process and my first call was to Dave. Within hours we were meeting and the next day he was back in the office as our interim CFO helping us with another hiring and transition. Dave jumped back in and we never missed a beat. We still rely on Dave for advice and guidance and he has become a trusted friend to me and to the company.”

- Ted Fischer, CEO & Co-founder
  Ageless Innovation, LLC

Join Our E-Mail List

To join, enter your email address below and click "Join". We will not use your address for anything except our newsletter, and you can discontinue your subscription at any time.