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Member Since 2022

Live Oak Bank

Live Oak Bank offers loans and financial solutions nationwide to franchisees and is the largest SBA lender nationwide*. Funding your business is just the beginning of our relationship. With our dedication to efficiency, collaboration, and in-depth knowledge of the franchise industry, we’ll take you where you want to go.

Our team of franchise industry experts fully understands the nuances of your specific business model, and we want to invest in you. Beyond the traditional banking experience, we strive to be an asset to each one of our customers by turning obstacles into opportunities. Let our team confidently guide you through the lending process and craft a unique plan that will help you and your business thrive.

If you have identified an ideal location and franchise, connect with Live Oak to explore your financing options. Visit www.liveoakbank.com/franchise-financing.

*The data supplied by the SBA reflects 7(a) highest dollar volume during FY 2022.
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Member Since 2022

United Leasing & Finance

United Leasing & Finance is a private, asset-based lender specializing in creative financial solutions since 1964. ULF has a strong, 30+ year history in the franchise industry and works directly with franchisors to help set their franchisees up for success by developing customized financing programs tailored to the needs of each franchise brand. These quick, hassle-free financing options allow franchisees to maximize their cash flow through flexible equipment and buildout financing as well as fleet management – making United Leasing & Finance a one-stop-shop for franchise funding needs.
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Freeway Insurance

Founded in 1987, Freeway Insurance provides customers with high-quality insurance solutions and value-added products. Today, we are one of the largest, privately hosted insurance distribution companies in the multi-billion-dollar U.S. insurance market. Freeway Insurance has a dedicated team of more than 2,000 English and Spanish-speaking agents at more than 500 Freeway office locations nationwide. In 2008, we became part of Confie, the largest, privately-held insurance distributor in the United States.
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Member Since 2022

Conscious Capital Growth

CCG is an acquisition and investment growth accelerator firm focused on the franchised business sector. Our mission is to acquire franchise businesses and drive them to reach their full potential while improving people’s lives in the process. We provide capital and support for growth while enabling founders and C-suite executives to retain their authenticity and culture. We're experienced leaders who have led, built, financed and advised countless successful companies. We deliver infrastructure, resources and support, the vital ingredients for growth. We're supported by a team of industry-leading, expert advisors who are available at a cost and scale that makes sense.
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Member Since 2020

WSFS Bank

We Stand for Service® is our mission and our daily call to action. Since 1832, WSFS has been a service-oriented, locally managed community banking institution serving Delaware Valley families and businesses of all sizes. We strive to meet our Customers’ ever-changing banking needs and promise to exceed their expectations each and every day. As we serve, we strengthen, and as we strengthen, we have more opportunities to serve. It’s a virtuous cycle that enriches our organization and our community.
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Member Since 2022

Boxwood Partners, LLC

Boxwood Partners is a boutique middle-market investment bank based in Jupiter FL with offices in Richmond, VA.

We are focused sell-side advisory for founder and private equity owned companies across the middle market. We are generalists with vast experience in Franchising, Food & Beverage, FinTech, Labels & Packaging and Industrials.

With over 50 years of collective experience across a diverse range of industries, our professionals offer a unique blend of senior-level transaction advisory, management, business development, finance, operational, and technology expertise. We have successfully represented leading U.S. and international corporations, private equity groups, and entrepreneurs alike and closed transactions totaling billions of dollars in value.
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Member Since 2018

SouthState Bank

SouthState Corporation (NASDAQ: SSB) is a financial services company headquartered in Winter Haven, Florida. The bank serves clients coast-to-coast through its specialty banking divisions including conventional franchise finance, SBA lending, payments technology, private capital solutions, and correspondent banking divisions.

Our franchise finance group helps single-location and multi-unit operators on a nationwide platform execute key strategies including M&A, new unit development (leased or owner-occupied), balance sheet recaps, remodels, partner buyouts, equipment, and real estate.

Additional information is available at https://southstatebank.com/franchise-finance.
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Member Since 2004

Citrin Cooperman

Citrin Cooperman is proud to have one of the leading national franchising practices in the country. For over 40 years, Citrin Cooperman’s dedicated Franchise Practice has supported some of the world’s largest franchise operations within a vast array of diversified industries. We work with the founders, owners, operators, CEO’s and CFOs of a wide range of franchisors helping them establish their brands and grow their businesses to the next level. When you are preparing for a merger, acquisition or projected expansion, Citrin Cooperman’s Franchise Industry Practice, comprised of experienced Certified Franchise Executive (CFE) accredited professionals, are here to offer you the guidance and insight needed to minimize uncertainty while focusing on meeting financial statement audit, tax and other compliance and contractual obligations, letting you focus on building of your business. We are passionate about franchising and have the experience and knowledge necessary to help you achieve your goals.

There is simply no substitute for experience. You gain from our experience over the past 40 years representing and working with hundreds of franchised concepts throughout the world. We are able to support our clients with beneficial, productive consulting services to enable our clients to fulfil their individual needs.
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