Guiding Clients Through Franchise Research
Total Credits: 1 including 1 Specialized Knowledge - Technical
- Average Rating:
- Not yet rated
- Categories:
- Partner Produced
- Faculty:
- Mark D. Cory
- Course Levels:
- Update
- Duration:
- 1 Hour
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
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.
Basic Course Information
Learning Objectives-
To equip CPAs to counsel and guide their clients through the financial analysis of a franchise opportunity
Major Subjects
- 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
Course Materials
| Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase | ||
| Guiding Clients Through Franchise Research Handout (1.2 MB) | Available after Purchase | ||
Faculty
Mark D. Cory Related Seminars and Products
Mark Cory has over 40 years of business management experience. He has been owner/operator of FranNet of Michigan since 2002, engaged in helping aspiring entrepreneurs select the right franchise business opportunity by strategically guiding them through the search and selection process. The many clients that he has placed over the years own and operate hundreds of franchise units and several are top performers in their systems.
Mark earned a BBA degree from the University of Michigan in 1979, and spent three years as a CPA with a “Big Eight” accounting firm. He then spent the next 20 years with Olympia Entertainment, Inc. in Detroit, where he attained the level of Senior Vice President.
In addition to owning the Michigan FranNet franchise, Mark also owned a second franchise, Little Caesars of Emporia, KS, from 2010-19, in partnership with his brother.
Dates
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Mon, May 19, 2025 - 12:00pm to 12:59pm CDT
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Tue, Jun 03, 2025 - 08:00am to 08:59am CDT
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Thu, Jul 17, 2025 - 03:00pm to 03:59pm CDT
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Fri, Aug 22, 2025 - 09:00am to 09:59am CDT
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Sat, Sep 20, 2025 - 07:00am to 07:59am CDT
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Wed, Oct 22, 2025 - 10:00am to 10:59am CDT
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Mon, Nov 03, 2025 - 04:00pm to 04:59pm CST
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Fri, Dec 12, 2025 - 11:00am to 11:59am CST
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Tue, Jan 27, 2026 - 01:00pm to 01:59pm CST
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Additional Info
Basic Course Information
PrerequisitesNone
Advanced Preparation
None
Designed For
CPAs with small business or individual clients that may be contemplating franchise ownership.
Original Recording Date
05/2025
Yellow Book
No
Course Developer
MICPA
Date Added to Catalog
03/2025
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.