Yale framework · 5-tool workbench
Run any brand through Yale's five franchise frameworks.
Pick a brand to pre-fill all five calculators with FDD data, or run them with the default values to feel out the math first. Cited sources: Mistretta & Wasserstein, Beck & Wasserstein, and Shantz & Wasserstein · Yale SOM 2023–2024.
Pick a brand
The model · Yale framework
What would one Demo Brand unit return on the cash you put in?
Revenue · per unit, per year
$
FDD Item 19 reports $750,000
Franchisor take · royalty + ad fund
Royaltytyp 6–8%
%
Ad fundtyp 3–5%
%
Operating costs · category default: generic
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $200K–$350K
Working capital
$
FDD reports $30K–$80K
Unlevered ROIC · per unit
32%
In Yale's "attractive" band (30–60%)
0%30–60% Yale band80%
Store EBITDA · annual
$105K
EBITDA margin
14.0%
Total invested
$330K
Payback
38 mo
Unit-level only. A multi-unit portfolio gives up roughly 5–15% of this to shared services (corporate G&A) before reaching the ~10-unit break-even Yale describes.
These tools implement frameworks from Yale SOM case studies on franchise investing for educational and analytical purposes only. Outputs are model estimates, not investment advice. Verify all assumptions against the brand's actual FDD before committing capital.