Tax & Consulting Services

What drives our enthusiasm for working with McDonald’s owners? It’s when we help you to strategize a solution to a business challenge or align your compliance needs with McDonald’s financial standards. Consulting with a trusted Mize professional who knows how your restaurant operates can give you an advantage for growth. This includes:

Business Valuation
Financial Planning
Next Generation Consulting & Coaching
Retirement and Estate Planning
Succession Planning
Tax Services

Business Valuation

Mize professionals bring deep experience helping owners evaluate the value of their restaurant’s operations and assets. Our professionals offer real world experience working with McDonald’s restaurant owners as well as the technical expertise. We have professionals who carry the CVA (Certified in Business Valuations) designation.

Financial Planning

We partner with our related company, Prism Financial Group, L.L.C., to provide McDonald’s owners with financial planning and investment management services. Prism’s financial advisors maintain the CERTIFIED FINANCIAL PLANNER™ Professional designation, a title awarded to individuals who complete rigorous academic and professional requirements. The areas of concentration include personal financial planning, risk management, investments, tax planning, retirement planning, and estate planning.

Next Generation Consulting & Coaching

Passing your restaurant operations to the next generation can seem overwhelming. We can ease the process with Next Gen services to help the transition. In addition to webinars, Next Gen sessions at our annual Finance Meeting and other resources, we believe the best transitions happen because of our high touch model. Next Gen participants are assigned a coach who has experience working with McDonald’s organizations and the franchise system. Participants will learn the financial skills they need to manage the restaurant operations; preparation for the transition; how to communicate with family regarding business finances and help building a business plan.

Retirement and Estate Planning

Retiring from the McDonald’s environment takes planning and care. Mize professionals work with owners who are planning to transition into retirement with a holistic approach that considers your retirement goals.

Succession Planning

Identifying and developing leaders for your restaurant doesn’t have to be overwhelming. Our professionals have experience with building succession plans to ensure your restaurant’s operations is ready for the future.