(307) 222-3861

M&A Advisory Services | Business Loans

Item 19 & FDD Optimization | Franchise Development | Co. Buy Sell
FRANCHISE DEVELOPMENT • MASTER EXPANSION

Item 19 & FDD Optimization

A disclosure a funded buyer can underwrite.

Institutional buyers and lenders read Item 7 and Item 19 before they take a development meeting seriously. This service, with disclosure partners, gets that picture ready. We do not practice law, and we do not issue the FDD.

Co. Buy Sell does not award the franchise. The appointment, or the capital file, is the service.

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FRANCHISE DEVELOPMENT ACCESS

What do you need help with?

Confidential. We do not sell your data.

THE PROBLEM THIS SERVICE SOLVES

A thin disclosure wastes the appointment.

Item 7 is the estimated cost to open: fee, buildout, equipment, inventory, and extra funds. Item 19 is the optional financial performance representation. If it is blank, you cannot make earnings claims on a call. Buyers in the $150,000 to $500,000 band, and their lenders, notice.

Brokers skip this and shop the logo. A funded buyer will not. Partners handle the disclosure work. We recruit and book only after the pack you are willing to send exists.

How the service works

Item 7

The opening range, by market if it differs. The appointment is screened against it.

Item 19

If you publish unit economics, they have to live here, with the outlets and assumptions. Blank means no earnings claim.

Partners

Counsel and disclosure specialists. Co. Buy Sell does not rewrite the FDD.

Then the meeting

We qualify against the pack you send. Curious browsers do not get a slot.

Do not book a funded buyer into a disclosure you cannot defend.

A broker is not your disclosure counsel.

THE SHORTCUT
  • Earnings talk that is not in Item 19.
  • A catalog introduction with no investor pack.
  • The buyer’s accountant ends the meeting.
  • You paid for the privilege of being in the pile.
THIS SERVICE
  • Pack reviewed before outreach promises.
  • Partners on the disclosure, not a sales script.
  • Appointments screened to Item 7.
  • You still issue the FDD and award.

What you receive

  • A gap list: what a buyer or lender will ask that the current FDD does not answer.
  • Partner path for the disclosure work.
  • Appointments only against the pack you authorize.
  • No legal opinion from us.

A small monthly retainer covers the work described on the call. Pricing is not published here. Capacity for at least 5 new locations is the fit for recruitment. Funding files are screened, not approved, on this form.

What this service is not

  • Not an award. You sign the franchise agreement.
  • Not a broker catalog. We do not shop your buyer to another brand.
  • Not a click report. Agencies sell the dashboard.
  • Not legal advice. FDD and Item 19 work sits with counsel and disclosure partners.

Questions operators ask

Can you add an Item 19 for us?
Not as your counsel. Disclosure partners and your attorney do that work. We will not invent figures.
Do you present Item 19 on the first call?
No. You issue the FDD. We do not negotiate the agreement or take a royalty.

Send the current FDD.

We will tell you what a funded appointment will ask.

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Navigating Transactions, Maximizing Potential

M&A Advisory Services For Privately-Held Businesses

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(307) 222-3861

30 N Gould Street, STE R

Sheridan, WY 82801