Guiding Clients Through Franchise Research

Overview

Your small business or individual clients may be exploring diversification or a new career through franchising. If so, they'll be turning to you for advice on evaluating the financial aspects of the opportunities they're considering. Learn how to best counsel them on the use of the Franchise Disclosure Document (FDD) and franchisee interview techniques to make a sound financial assessment.

Highlights

• Using the FDD to gather pertinent financial information to begin the analysis
• Using a franchisor-provided or other template to form the basis of a proforma
• Techniques for interviewing franchisees to glean critical financial data in order to complete the proforma

Prerequisites

None

Designed For

CPAs with small business or individual clients that may be contemplating franchise ownership.

Objectives

• To equip CPAs to counsel and guide their clients through the financial analysis of a franchise opportunity

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by ACPEN. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.