Helping franchise owners align the wealth inside their business with the life they’ve worked to build.
Why SIGNATUREFRANCHISE?
Franchise ownership is one of the most demanding forms of entrepreneurship. At SignatureFRANCHISE you get a team that understands operational realities of your business, personal wealth implications of your decisions, and ways to align both. From your first location to your eventual exit, we’re in your corner.
grow
your enterprise
From your first location to your 100th+, we help you make financial decisions at every stage of growth.
- Portfolio Design
- Investment Strategies
- Business Growth Planning
- Financing & Lending Guidance
Protect
What You've Built
Franchise ownership concentrates a lot of personal risk in one place. We help you manage it.
- Tax Strategies
- Asset Protection
- Insurance Planning
- Risk Management
Secure
Your Future
Whether you’re passing the business to family or selling to a third party, we work with you to plan your exit in advance.
- Legacy & Estate Planning
- Retirement Planning
- Business Transition & Exit Planning
Live Your Net
Worthwhile®
We believe your wealth should fund a life you love, both now and in the future.
- Philanthropy
- Life Optimization
- Personal Fulfillment
- Gifting & Education Planning
SIGNATUREFRANCHISe SPECIALIZED SERVICES
Our SignatureFRANCHISE services are built to serve owners at every stage, from a single-unit operator figuring out cash flow to a multi-brand owner planning a major exit. We combine personal CFO-style guidance with deep franchise industry expertise to help your business and personal wealth move in the same direction.
Personal Wealth Management
Retirement planning, education funding, cash flow analysis, insurance guidance, and estate planning tailored to franchise owners.
Tax Reduction
Identify and execute strategies to help improve efficiency across your business and personal balance sheet.
Financing and Lending Guidance
Navigate capital decisions with an advisor who has sat on the lender side of the table.
Strategic Growth Planning
Evaluate new units, acquisitions, and commercial real estate with a picture of personal implications.
Succession and Exit Planning
Build a transition strategy well before an exit is on the horizon, to help you control the terms.
SIGNATUREFRANCHISe LEADERSHIP
Kenny Loar, CFP®
Lead Advisor, SignatureFRANCHISE
Kenny has spent his career at the intersection of business ownership and personal wealth, working with franchise owners as both a banker and an advisor. His background includes commercial banking, capital markets, and CFP®-level planning for ultra-high-net-worth families, giving him a perspective most advisors simply don’t have. At SignatureFRANCHISE, he helps owners make financing, growth, and transition decisions work for their business and their life.
“My Net Worthwhile is helping clients steward their resources wisely so they can build businesses and lives that serve their families, employees, communities, and the greater good.”