Unifying Operations for a Multi-State Franchise Distributor
26 Dec

Client Background

A franchise distribution company headquartered in Miami since 2012, managing over 200 fast-food franchises across the Southeastern U.S.

Business Challenge

Multi-state operations created significant inefficiencies:

  • Royalty errors: 25% overpayments due to fragmented accounting.
  • Delayed reporting: Slowed strategic decision-making.
  • Complex tax compliance: State-by-state regulatory risks.
  • Lack of unified systems: No visibility across franchise locations.

Caramel Advisors’ Solution

We focused not only on cost savings but on reducing stress and creating capacity for growth

Step 1: Prioritize quick wins

Introduced an offshore team to take over payroll and compliance tasks

Step 2: Map core vs. non-core processes

Map core vs. non-core processes

Step 3: Deploy a secure, compliant team

Implemented a SOC 2–compliant offshore team for reporting work.

Step 4: Ensure staff buy-in

Conducted joint workshops to ease concerns and smooth integration

Results Achieved

The impact was immediate and sustainable:
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Results Achieved

The impact was immediate and sustainable:

45% savings in operational costs

38% faster reporting turnaround.

Ability to support 40% more clients without adding staff

Improved agility to match startup pacing.

Client Testimonial

Our partner’s expertise illuminated blind spots and propelled us forward

CFO , New York Accounting Firm
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