Navigating franchise opportunities shouldn't have to be confusing, or intimidating
At Swartz & Reeder Advisors we believe that
every potential business or franchise owner deserves to have a clear transparent process to follow, and to have all of the their questions and concerns answered.
We've made it our mission
to help individuals like you navigate the intricacies of financing and tax planning to land the business or franchise opportunity of your dreams.
Our team of dynamic individuals is committed to working together with you and your team to help you reach your goals. Our partners have deep business and entrepreneurial experience, and our staff are hand-picked for their dedication to teamwork.
Meet Michael reeder
A CPA WITH DEEP buSINESS & FRANCHISE CONSULTING EXPERIENCE
What makes Swartz & Reeder Advisors unique is our combination of CPA experience and business & franchise consuting experience.
As a licensed CPA in public practice Michael Reeder works with businesses and business owners for their income tax and accounting needs -- compliance, planning and strategy.
But Michael also has > 5 years of direct experience as a business buyer coach and franchise consultant. Michael is the CPA affiliate of several franchise consultant networks, independent franchise consultants and independent business brokers.
He now works with franchise consultants and business brokers, advising their business-buying candidates on all things related to:
Items 5,6,7,19,21 of the franchise disclosure document
CPA AFFILIATE FOR
Business & Franchise
1. Book your complimentary 60-
Book your free 60 minute call with one of our seasoned franchise consultants. We'll answer all of your questions and help you determine what options are available for you.
2. wE HELP YOU TO IDENTIFY THE BEST
solution FOR YOU - AND WORK
WITH YOU STEP-BY-STEP THROUGH THE
We'll help you identify which financing or tax strategy is the best fit for your situation, and we will navigate you through the process, including due diligence, franchise disclosure documents, and the investment process.
3. you launch your franchise or
business and we help you thrive
We'll make sure that you hit the ground running. In fact, many of our franchise consulting clients return to our CPA firm after launch to assist them with their accounting and tax needs.
You could say it's the start of a beautiful friendship.
We Answer The Following During Your
During our free 60 minute consultation calls we answer questions potential buyers have in the context of
Resale financial statement due diligence
Franchise disclosure document (FDD) items 19 and 21 as it pertains to their franchise investigation and investment process (also FDD items 5, 6, 7 when requested).
The Franchise Disclosure Document
The Franchise Disclosure Document (FDD) is a document that all potential franchisees need to familiarize themselves with. We will explain the FDD to you, with attention to Item 19 and Item 21.
We walk you through the financial statistics found in this section of the FDD and what they mean
A great source for data that can be inputted into the candidate’s financial projections (e.g., revenue assumptions, variable cost assumptions)
We walk you through the franchisor’s audited financial statements found in this section of the FDD and what they mean (balance sheet, income statement, statement of cash flows, statement of changes in owners’ equity)
Walk you through the footnotes that follow the audited financial statements and what they mean
Client Case Study:
Hair Salon Franchisee
An individual potentially interested in franchise ownership booked a complimentary consultation call with us.
Coming into the call, he was planning on using the ROBS C-Corp structure to invest in two hair salon franchise territories. This buyer’s plan was to keep his corporate job and invest in this business as a semi-absentee model.
During the call, we devised a strategy going S-Corp for the first territory and C-Corp Robs for the second territory.
By doing this, the buyer was able to take his loss from the build-out and start-up phase of the first territory and flow it through to his individual income tax return where it netted against his corporate W2 income, thus saving him thousands of dollars in taxes on his individual income tax return.