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

“The success of this acquisition and the integration of the acquired business into our company's business lines can be attributed to your consultancy, leadership and professional guidance. Your role, from due diligence, through contract negotiation, deal closing and post-acquisition integration, was incredibly smooth and effective. Execution was flawless.”

- Donald C. McQueen, EVP and COO
  Bank Rhode Island

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