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About This Course
Franchise Financing: Build the Capital Stack helps learners understand how franchise buyers move from investment interest to responsible funding readiness. This course explores the key financing structures that support a franchise launch, including personal cash, SBA pathways, ROBS rollovers, seller financing, partner equity, family contributions, and unsecured credit. Learners will examine how to connect Item 7 cost estimates with a practical funding plan, responsible cash buffer, debt service awareness, and first-year cash runway. The course also introduces important concepts such as DTI, DSCR, capital stack design, opening cash flow, and coordination with qualified CPA and lender partners. Throughout the course, learners are reminded that franchise consultants educate, frame, and refer; they do not provide financial, tax, legal, or lending advice. The goal is to help consultants guide better financing conversations with clarity, discipline, and professional boundaries.
What You'll Learn
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1
01. FINANCING A FRANCHISE PURCHASE
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(Included in full purchase)
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02. LEARNING OBJECTIVES
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(Included in full purchase)
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03. THE CAPITAL STACK
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(Included in full purchase)
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04. PERSONAL SAVINGS AND HOME EQUITY
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(Included in full purchase)
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05. SBA 7(A) STANDARD
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(Included in full purchase)
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06. SBA EXPRESS VS. CDC/504
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(Included in full purchase)
Video
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07. ROBS, ROLLOVERS AS BUSINESS START-UPS
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(Included in full purchase)
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08. SELLER FINANCING
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(Included in full purchase)
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09. FAMILY AND FRIEND INVESTORS
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(Included in full purchase)
Video
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10. PARTNERSHIP EQUITY
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(Included in full purchase)
Video
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11. UNSECURED BUSINESS CREDIT
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(Included in full purchase)
Video
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12. DEBT SERVICE CAPACITY
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(Included in full purchase)
Video
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13. ITEM 7 BUFFER FORMULA APPLIED
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(Included in full purchase)
Video
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14. OPENING CASH FLOW - MONTHS 1-12
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(Included in full purchase)
Video
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15. WORKING CAPITAL MANAGEMENT
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(Included in full purchase)
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16. IRC §197, FRANCHISE FEE AMORTIZATION
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(Included in full purchase)
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17. TAX TREATMENT OF OPERATIONS
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(Included in full purchase)
Video
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18. LEGAL ENTITY STRUCTURE
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(Included in full purchase)
Video
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19. WORKING WITH CPA PARTNERS
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(Included in full purchase)
Video
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20. BREAKEVEN AND RETURN METRICS
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(Included in full purchase)
Video
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21. ROLE-PLAY - CAPITAL STACK DESIGN
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(Included in full purchase)
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22. KNOWLEDGE-CHECK QUIZ
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23. QUIZ ANSWER KEY AND RATIONALE
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24. GLOSSARY RECAP
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25. COMPANION WORKSHEETS
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26. WRAP-UP - AND WHAT COMES NEXT
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27. THANK YOU
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(Included in full purchase)
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(Included in full purchase)
What People Are Saying
Don't just take our word for it. Hear from franchise owners who've successfully funded their businesses using the strategies from this course.
“Franchise Financing: Build the Capital Stack helped me understand that financing is not just about finding money—it is about protecting the future of the business. The course made concepts like cash buffer, debt service, SBA pathways, and first-year runway feel practical and connected. I felt more confident, but also more responsible, because I learned how easily undercapitalization can weaken a strong franchise opportunity. This course gave me a clearer, more disciplined way to guide financing conversations without crossing professional boundaries.”
Trainee
“Franchise Financing: Build the Capital Stack helped me understand that funding a franchise is not just about finding money—it is about protecting the buyer’s future. The course made concepts like cash runway, debt service, Item 7 costs, and responsible buffers feel practical and real. I became more aware of how easily a strong franchise match can struggle without the right financing structure. This course gave me more confidence, caution, and maturity in guiding financing conversations while knowing when to involve CPA and lender partners.”
Trainee
Ready to Secure Your Franchise Funding?
Stop waiting. Stop worrying. Get the knowledge and confidence you need to approach lenders as a prepared, credible entrepreneur. Your franchise opportunity is waiting—let's get you funded.