Financial Services

BMO Franchise Finance
Contact
Rick Thompson
Contact Title
Managing Director
Company Address
320 S. Canal St.
60606
City
Chicago
State
IL
Description

Whether you need financing for acquisitions, development, remodeling or require services such as M&A advisory and interest-rate hedging, it’s crucial to partner with a financial institution that understands the needs of franchise companies. Backed by the resources of BMO Financial Group, our franchise finance specialists will partner with you to create a strategic plan for your business needs—both now and as you grow.

Ceterus
Company
Contact
William Worthy
Contact Title
Director of Revenue
Company Address
4900 O'Hear Ave., Suite 100
29405
City
North Charleston
State
SC
Description


We are the people in front of our tech solution who help franchises and small business owners win by giving them financial insights to fuel success and bring peace of mind. At Ceterus, we alleviate financial stress by providing reporting, compliance and better insights so you can have the freedom to focus on the performance of your business.

Citizens Bank
Contact
Lillian Baca
Contact Title
Senior Executive Assistant
Company Address
28 State Street
02109
City
Boston
State
MA
Description

Citizens Bank is one of the nation's leading lenders in the franchise finance segment and we offer a full array of banking services. If you are an experienced Planet Fitness® operator looking to grow, remodel or recapitalize your business, please contact us to hear how we can help.

Fifth Third Bank
Contact
Jeff Poe
Contact Title
Head of Franchise Finance
Company Address
38 Fountain Square Plaza
45202
City
Cincinnati
State
OH
Description

Since 1858, Fifth Third has been helping individuals, families, businesses and communities grow through smart financial services that improve lives. With more than $3.5 billion in loan commitments across the restaurant and franchise fitness sectors, we are a national lender focused on building long-term relationships with these companies across the U.S.

First Horizon Bank, Fitness Finance
Contact
Thomas Hung
Contact Title
EVP, Head of Restaurant & Fitness Finance
Company Address
17851 N 85th St, Suite 155

85255
City
Scottsdale
State
AZ
Description

First Horizon Bank, Fitness Finance is dedicated to serving operators across the country, whether franchisee, franchisor or chain. Together, we achieve your goals and financial success. We listen to you and deliver solutions – providing financing for real estate, development, acquisitions, refinancing and working capital. Experience endless possibilities with us.

Flagstar Bank, N.A.
Contact
Jeff Hoffmann
Contact Title
Managing Director, Franchise Finance
Company Address
5151 Corporate Drive
48098
City
Troy
State
MI
Description


Flagstar Bank, N.A. is a well-capitalized ($124B Assets/$85B Deposits) fast-growing bank with a national reach through our dedicated team of franchise finance professionals. They have decades of experience delivering the right custom-tailored financial solutions to Planet Fitness and other franchisees, franchisors and multi-unit chain brands across the U.S.

Goldman Sachs Asset Management
Contact
Michael Kurtz
Contact Title
Director
Company Address
200 West St.
10282
City
New York
State
NY
Website
Description

Bringing together traditional and alternative investments, Goldman Sachs Asset Management provides clients around the world with a dedicated partnership and focus on long-term performance. As the primary investing area within Goldman Sachs (NYSE: GS), we deliver investment and advisory services for some of the world’s leading institutions, financial advisors and individuals, drawing from our deeply connected global network and tailored expert insights, across every region and market—overseeing more than $2 trillion in assets under supervision worldwide as of December 31, 2022. Firmwide AUM includes assets managed by Goldman Sachs Asset Management and its investment advisory affiliates.

Hall Financial Advisors
Contact
Brennan McKean
Contact Title
Retirement Plan Specialist, HFA/Financial Advisor, RJFs
Company Address
1101 Rosemar Road, Suite A
26105
City
Parkersburg
State
WV
Description

Hall Financial Advisors is a nationally recognized, award-winning team of investment and planning experts dedicated to helping their clients create the life and legacy they desire regardless of where the journey begins. Led by Chris Hall, founding partner and CEO, the practice has earned a reputation for building long-term, trusted partnerships with individuals - like you, since 1999.

KNMarsh CPA Inc.
Contact
Kelly Marsh
Contact Title
Principal
Company Address
1100 Clifton Lane
37204
City
Nashville
State
TN
Description


KNMarsh CPA assists franchisees obtain the Employee Retention Credit (ERC), a tax credit owed to millions of businesses as part of the CARES Act. KNMarsh is the one-stop shop for the most accurate, complete and cost-effective consultation. No fees are assessed until after eligibility and refund estimates are prepared.

Macrolease Corp.
Contact
Salvatore Venuto     
Contact Title
Executive Vice President
Company Address
185 Express St., Suite 100
11803
City
Plainview
State
NY
Description

Macrolease Corporation, a primary Planet Fitness® lender since day one of the brand's inception, continues to evolve as needed by franchisees. We offer development lines of credit/refresh financing for ownership groups of all types. Please inquire as to your requirements allowing us to craft a proper structure to service such.