We know franchisees
Our relationship with McDonald’s franchisees reaches back more than 50 years and remains at the heart of what we do. We have a deep understanding of the business and have tailored our high-level professional services to meet the needs of McDonald’s owners. Whether you need monthly accounting and reporting, help with your back-office operations, higher level consulting for tax planning and compliance, restaurant valuations, or retirement, Next Gen, or estate planning, CLA can make a difference in your business.
We’re committed to addressing what matters most to you:
- Knowing where your business stands and how to keep it moving in the right direction
- Planning for your current and long-term success
- Reliable and defensible valuation for everything from acquiring financing to writing buy-sell agreements to estate and gift tax purposes
- Handling your back-office needs, including critical deposit verification to accurate and timely monthly financial statement
- Planning for next generation transitions
| McDonald's National Lender - Contact Information | |||||
|---|---|---|---|---|---|
| Bank of America Merrill Lynch | Please contact directly: Josh Rouswell, 713-301-1338 | ||||
| BMO Harris Bank | Please contact BMO directly through BMO link | ||||
| Chase McDonald's Finance | Please contact directly: Troy Ahrens, troy.ahrens@chase.com or 713-216-5191 | ||||
| Citizens Bank, NA | Please contact directly: Michelle Ayer, michelle.ayer@citizensbank.com or 617-308-1965 |
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| City National Bank | Please contact directly: Larissa Megerdichian, 310-721-8720 | ||||
| Commerce Bank | Please contact directly: Adam Kirkbride, 816-234-2028 | ||||
| MUFG | Please contact directly: Zachary Kalemba, 760-814-3952 |
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| PNC | Please contact PNC directly through PNC link |
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| Please contact directly: Dan Hagaman, 404-642-4997 | |||||
| TD Bank | Please contact directly: Roger Spathias, 817-975-6173 |
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| Truist | Please contact Truist Bank directly through Truist link. | ||||
| US Bank | Please contact directly: Rocky Perkins, 866-759-1282 |
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| Wells Fargo | Please contact directly: Andrew Hessick, 760-505-3116 | ||||
| Wintrust Bank | Please contact directly: Sean Willison, 847-295-4272 |
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Experience our client-focused approach
Our long-enduring relationship with McDonald’s owners gives us an uncommon understanding of the system and how to help you. From timely, accurate information that can help you make sound management decisions to informed strategies for building your long-term success to improving today’s cash flow, CLA offers valuable resources and insight as you run your business.
Armed with an in-depth understanding of your McDonald’s franchise business, our professionals continuously seek ways to help you advance. Our services include analysis on a broad spectrum of critical issues, application of advanced tax strategies to business valuation and succession planning, next generation planning, growth and rewrite strategies, and retirement and estate planning, in addition to handling back-office details so you can focus on operations.
Services for McDonald’s franchisees
Accounting
- Access to monthly P&L norm data from thousands of restaurants
- Audit and assurance
- Back office
- Monthly accounting and bookkeeping
- Monthly cash flow trend analyses and financial viability assessments, including key financial statement ratios
- Monthly FVA analysis and key ratio consulting
- Revenue/sales verification and reporting
- Standard chart of accounts and financial statement format for owner-operators
Consulting and outsourcing
Tax
- Cost segregation and fixed asset studies
- Entity structure decision analysis
- Federal tax strategies, credits, and incentives
- Individual tax
- Personal property tax appeals
- Reverse sales tax audit
- Sales tax compliance
- Tax planning and compliance
Wealth planning, succession, and transition
- 401(k) and profit sharing
- Estate and financial planning
- Family estate and gift planning
- Next Gen coaching and education
- Owner transition and succession
- Planning the sale or acquisition of restaurants
- Transaction support
- Valuation (certified valuation analysts use a trusted, proprietary model for valuing your McDonald’s restaurant)
- Wealth advisory