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Accounting for McDonald's® Registered Applicants
Specialist accounting, tax and advisory support for McDonald’s® Registered Applicants—helping you navigate the journey from first application to multi-store ownership with the right structures, funding strategy and financial clarity to succeed.
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Registered Applicant to Restaurant Owner
The McDonald's® Registered Applicant journey is highly structured with multiple interviews, training assessments, and final approvals. Kelly+Partners supports applicants at every stage—identifying gaps early, building lender‑ready forecasts, advising on the right structure, and helping protect personal wealth—so you can stay focused on performance and cultural fit.
McDonald’s® Registered Applicant Services
Expert Guidance
From equity requirements to working capital and relocation planning, we ensure you meet McDonald’s® strict financial standards.
Working Capital Strategy
Each restaurant purchase typically requires a significant investment of working capital. We help you forecast and plan for these milestones.
Financial Storytelling
From detailed forecasts to robust structures, we make sure your financials tell the right story to McDonald’s®, lenders, and selling Owner-Operators.
Relocation Readiness
We assist you in budgeting and structuring funds to keep you compliant and prepared.
End-to-End Support
Whether it’s your first store or your tenth, we provide ongoing accounting and advisory services to help you grow confidently within the McDonald’s® system.
Your Step-by-Step Journey to Restaurant Ownership
Initial Contact & Asset Verification
Once you decide to pursue McDonald's® Ownership, you'll need to complete a required Asset Verification. We guide you through this process with clear communication and expert financial review to ensure you meet McDonald's® standards.
Financial Readiness Review
We assess your equity, debt, cash flow, and structures to show exactly what needs to be in place for ownership. This ensures you’re financially prepared for every checkpoint.
Personal Wealth & Structure Planning
From asset protection to tax efficiency and managing cash flow during training, we help structure your finances for long-term success.
Financial Interview Preparation
We walk you through ratios, terminology, and key questions so you can speak confidently about your numbers during McDonald’s® interviews.
First-Store Financial Roadmap
We outline a typical first-store P&L, income expectations, and performance scenarios so you know what to expect in your first year of ownership.
Finance & Banking Support
We prepare the financials lenders need, connect you with preferred banking partners, and guide you through approvals and documentation.
Ongoing Support & Guidance
Throughout your training and beyond, we provide regular check-ins, help interpret financial benchmarks, and assist with partnership meetings — ensuring you’re ready for your Qualified to Buy interview and first deal analysis.
Frequently Asked Questions
Evidence of net worth and liquidity, a clear debt profile, ability to contribute capital and practical familiarity with P&L, cashflow and key ratios.
Training is usually 6-12 months. Time to purchase depends on matching opportunities and financing; expect several additional months between completion of training and store purchase.
We provide a one-page model showing typical revenue, COGS, labour, occupancy and head-office costs, plus owner-draw scenarios and sensitivity ranges.
McDonald's suggests $750,000 in liquid assets that you are willing to invest is the recommended minimum in most cases.
Possibly. We review your existing structures and recommend tax-effective, asset-protecting options that align to McDonald’s requirements.
Early — ideally before applying or immediately after becoming a Registered Applicant. Early advice reduces delays and prevents costly restructuring later.
Choosing the right CPA firm is one of the most critical decisions you’ll make as an operator. It’s not just about basic accounting services — you need a partner who understands the unique financial landscape of McDonald’s.
McDonald's Specialists
Florida & North Carolina Specialists
California Specialists
Ready to get started?
It starts with a conversation. At Kelly+Partners, we deliver expert advice tailored to your personal, business, wealth, and estate needs—backed by structured systems and year-round support.
