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

“David has been the ideal facilitator for helping our fifty-year-old $35M family hardware business complete the generational transfer of ownership to management. He handled all the internal and external stakeholders with professionalism and decency that resulted in everyone feeling heard, respected, and well served. I will forever be thankful for his steady hand making this financial and emotional transition for our family a success rather than a replay of a Shakespearian tragedy.”

- Greg Kidd
  Co-Founder and CEO, GlobaliD
  Founding Partner, Hard Yaka

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