Financial & Market Analysis

Take a data driven approach.

In-depth Financial Analysis

We assess the businesses reliability, longevity, profitability, and overall health using the following checklist

  • Income Statement

    - Revenue Trends, Profit Margins, Expense Analysis

  • Balance Sheet

    - Assets: Assess the quality, liquidity, depreciation, etc.

    - Liabilities: Review debt levels & repayment obligations.

    - Equity: Examine retained earnings & financial health of the business.

  • Cash Flow Statement

    - Operating Cash Flow: Ensure business generates positive cash flow.

    - Investing Cash Flow: Examine ROI from previous business investments.

    - Financing Cash Flow: Assess how the business is financed.

Market & Competitive Analysis

  • Industry Overview - market size & growth

  • Current trends & Market drivers - demographics, regulatory changes, consumer behavior shifts

  • Target Market Analysis - customer needs, preferences, buying behavior

  • Competitive Landscape - competitor positioning, market share analysis, market opportunities & gaps

  • SWOT Analysis

  • Industry Standards & Averages

  • Regulatory & Legal Environment

FDD Review
(Franchise Disclosure Document)

  • Franchise Information: background history & litigation history

  • Financial Health & Stability

  • Franchise Fee & Recurring Fee Assessment

  • Investment Range & Minimum Requirements

  • Supply Chain & Operational Requirements

  • Financing Options

  • Franchisor Community Network & Support

  • Territory Rights, Trademarks, & Intellectual Properties

  • Renewal termination transfer & dispute resolution

  • Legal liability & personal guarantee

Valuation & Projections

  • Valuation Reports

    • Comparable Company Analysis

    • Relevant Business Transaction Analysis

  • Projections

    • Breakeven analysis

    • Revenue Forecasting

    • Expense Forecasting

    • Cashflow Forecasting

“As a first-time business owner, I was overwhelmed by the complexity of the process. ACFV made all the difference with their financial and market analysis. I was pleasantly surprised with their attention to detail and data-driven approach. I felt confident and well informed to pursue a Foxtail Coffee Co. franchise.”

— Rajesh P (First time franchise owner)

Our Success Stories