1. Due Diligence in Franchise System Aquisitions
CFA Franchise Law Day
January 28, 2016
Edward (Ned) Levitt Partner
Andrae J. Marrocco Partner

2. Due Diligence
Goals of Due Diligence
Due Diligence Strategy

3. Due Diligence in Franchise M & A
The Intangible Assets
Third Parties at the Table
Viability of the Franchise System
The Franchise Agreement and Other Contracts

4. The Intangible Assets Trademarks Proprietary Software
Operations Manuals, Confidential Information, and Other Intellectual Property

5. Third Parties at the Table
The Financial Health of the Franchisee Population
“Taking the Temperature”

6. Viability of the Franchise System
Compliance
Sales Protocols
The “Flip Rate”
Senior Management

7. Franchise Agreement / Contracts
The Franchise Agreement
Different Versions
Indemnification
“Side Deals”
Logistical Concerns
Other Contract

8. Thank You Edward (Ned) Levitt Partner
Andrae J. Marrocco Partner