Selling Your Stores
Selling to family or exploring a third-party sale? Knowing where to begin can feel overwhelming. We help turn your life’s work into lasting wealth and build a clear blueprint for life after the stores.
McDonald’s Owner/Operators
For the families behind the franchises
From regional groups to 50+ store enterprises, we help protect the business you’ve built and the family you’re building it for.
Connect with an advisorHow we help
We’ve guided operators through every stage of the business, so wherever you’re starting, we’re here to help.
The Multi-Gen Sandwich
Caught between buying out your parents and preparing your kids to join the organization? We help you structure buyouts that safeguard both family harmony and store cash flows.
NextGen Succession & Legacy
We help you build a clear, equitable transition plan that honors your life’s work, prepares future leaders, and keeps the family aligned.
Excess Cash & Capital Management
Sitting on excess business cash but worried about McDonald’s ratio requirements? You don’t need a finished plan to start optimizing your balance sheet. We help you evaluate your options, protect corporate reserves, and build a clear strategy for what comes next.
The rest of the picture
We coordinate your financial life alongside industry-leading CPAs and legal counsel. By bringing the right specialized partners together, we unify your tax, estate, and operational strategies into one cohesive plan.
Wherever you are, let’s talk.
Whether you’re years from selling or ready now, it never hurts to have a plan. Whenever you’re ready, we’re happy to help you put one together.
Connect with an advisor