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Franchise finance tools

Updated 16 October 2026

Free, interactive calculators and assessments, nothing to download, nothing saved. Use them right in your browser.

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How to use these

Four tools and two checklists for franchise owners, all free and all run in the browser with nothing saved.

Nothing is saved, nothing is downloaded, and none of it requires talking to us first.

Questions we get asked

Which tool should I start with?

If you already operate, the finance readiness assessment. If you are evaluating a brand, the due diligence checklist and the unit economics calculator, with the brand's own filing open beside you.

Where do the benchmark numbers come from?

Each uses figures from the brand's own disclosure document. The library reads Item 19 for 431 brands, and every figure we computed ourselves is labeled on the page.

Planning another location? Fractional CFO covers the forecast and the cash plan behind it.

Franchise finance tools

Built for owners running one location or twenty, and each one is free.

Nothing here is gated and nothing asks for an email. If a tool raises a question about your own numbers, say so and we will look at it with you.

If you want this done for you

What happens next

Reading about it and having it done are different things. Here is exactly what happens if you want the second one.

  1. The call takes thirty minutesYou describe the business and where the numbers are letting you down. We give you an expert view of your situation, and what we would start with. There is no pitch deck.
  2. We look at the fileYou give us read access to the books as they are. We come back with what is wrong, what it will take to fix, and whether the answer is bookkeeping, controller work, or something else.
  3. We send a written scope and a priceIt lists what we do each month, what you get, the date it lands and the fee. We agree it before anything starts, and it does not change unless you agree.
  4. We take over the books and close the first monthWe set up access and systems and enter the opening balances. The first close lands on the date in the scope, and every one after it does too.