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Due diligence

Evaluating a franchise resale

How to look at an existing unit for sale, including financials, condition, and reasons for exit.

Franchise resales: how to evaluate an existing unit for sale

Buying an existing unit can save time and give you immediate revenue, but it comes with its own risks. A careful evaluation helps you judge whether the business is healthy or if you are inheriting someone else's problems.

Advantages of resales

  • Faster opening timeline
  • Existing customer base
  • Trained staff already in place
  • Seller disclosures available
  • Easier to finance in some cases

Risks and hidden liabilities

  • Declining sales masked by short-term fixes
  • Poor lease terms
  • High payroll or rent relative to revenue
  • Aging equipment
  • Cultural issues within the staff

Ask why the owner is selling. Retirement, relocation, or health issues are cleaner explanations than consistent underperformance.

Financial documents to review

Request:

  • Profit and loss statements for the past three years
  • Tax returns
  • Payroll summaries
  • Royalty and marketing fee reports
  • Inventory lists

Look at year-over-year trends, not just recent months.

Operational questions to ask

  • How stable is the staff?
  • What does turnover look like?
  • Are maintenance or repair costs rising?
  • Have there been any recent customer complaints or service issues?

Territory and lease considerations

Check:

  • Remaining lease term
  • Rent increases
  • Conditions for assignment
  • Territory protection rules

A bad lease can offset the value of strong sales.

Takeaway

A resale can be a smart entry point if the fundamentals are solid. Focus on the numbers, the lease, and the staff. If any of those look shaky, step back.