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Franchises

Franchising has earned its reputation for resilience as a business model, consistently outperforming economic trends even through shifting market conditions. Yet, even for seasoned operators, franchise growth isn’t as linear as it once was. What used to be a simple matter of timing and territory now requires greater agility and long-range thinking. Projecting cash flow, protecting margins, and retaining employees needs to be tethered to a broader, more comprehensive financial strategy that connects the day-to-day with the bigger picture of profitability. In our experience, the difference between thriving and struggling franchise owners often comes down to their commitment to timely financial reporting and strategic tax planning. If treated as an afterthought, cash flow challenges and compliance issues tend to follow, which can put the entire enterprise at risk.

From startup and expansion to exit strategy, PBMares can meet you where you are, at any stage of business growth, and help set your franchise on track. With experience in both the accountant’s chair, as well as in owning and operating franchises, we’re well equipped to guide you through the tax and financial requirements needed to enter new markets, gain access to capital, and plan for the eventual exit of your business.

WHO WE SERVE

  • Automotive
  • Business Services
  • Education
  • Food and Beverage
  • Health and Beauty
  • Home Services
  • Restaurants and Lodging
  • Retail

Contact Us

Franchise Services

Audits, Reviews, & Compilations

Strengthen financial clarity for compliance, lender requirements, and stakeholder trust.

Business Tax Planning

Find new ways to minimize tax burdens and strengthen financial flexibility.

Business Valuations

Understand what your business is worth for planning, sales, or succession.

Credits and Incentives

Discover hidden opportunities inside tax codes that can turn compliance work into bottom-line savings.

Cybersecurity Risk

Protect value without slowing down operations.

Pass-Through Entities

Get tailored guidance for S corps, partnerships, and LLCs navigating complex tax structures.

Employee Benefit Plans

Design competitive retirement strategies that help construction and real estate firms retain top talent or ensure your current plan meets all regulatory and compliance requirements.

State and Local Tax

Develop customized strategies and reduce compliance risk for multi-location and interstate operations.

Succession Planning

Implement integrated planning to help grow, protect, and transition wealth into a lasting legacy.

I have always received excellent service & I trust Charles Smith completely. He understands our position & needs.

~ Sealy Auto Parts
Real Feedback. Real People.
client loyalty benchmark

APPROACH TO CLIENT SERVICE

What can you expect from our Franchises team?

  • 79% of Franchises clients would recommend PBMares to a friend or colleague.
  • Clients comment on having a thorough understanding of their needs and a proactive approach to service
  • Working with our Franchises team, you’ll get efficiency, consistency, and a group skilled at processes and precision.

Franchises Industry Outlook

By embracing technological advancements, responding quickly to changing consumer preferences, and maintaining efficient, customer-focused operations, franchises can thrive in an increasingly competitive environment.

Recent Insights

Meet the Team

Charles Dean Smith, Jr.

CPA
Partner, Franchise Team Leader
New Bern

Jeffrey Williams

CPA
Partner
New Bern