Guiding Clients Through Franchise Research
Online
1.00 Credits
Member Price $39.00
Non-Member Price $59.00
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.
Objectives
-
To equip CPAs to counsel and guide their clients through the financial analysis of a franchise opportunity
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
Designed For
CPAs with small business or individual clients that may be contemplating franchise ownership.
Prerequisites
None
Preparation
None
Notice
Your webinar can be accessed via https://ctcpas.acpen.com/Account/login. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.
Leader(s):
- Mark Cory, ACPEN BPN Business Professionals' Network
Non-Member Price $59.00
Member Price $39.00