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What was the net carrying amount of Carls' franchise agreements as of January 31, 2023?

Carls Franchise · 2024 FDD

Answer from 2024 FDD Document

three Hardee's restaurants from a franchisee. In connection with the acquisition of these restaurants, the CKE Securitization Entities recorded net working capital of $31, property and equipment of $96, and identifiable intangible assets of $2,009.

NOTE 6 - INTANGIBLE ASSETS, NET

The table below presents our intangible assets as of January 31, 2023 and 2022:

2023 2022
Weighted- Average Life (Years) Gross Carrying Amount ccumulated mortization 9 Net Carrying Amount Carrying Carrying Carrying Gross Carrying Amount Carrying Accumulated Amortization Net Carrying Amount
Trademarks / tradenames Indefinite $ 614,400 S _ = S 614,400 $ 614,400 $ _ S 614,400
Franchise agreements 20 319,855 (143,300) 176,555 319,855 ( 126,444) 193,411
Favorable lease agreements (1) 14 9,350 (7,275) 2,

Source: Item 21 — FINANCIAL STATEMENTS (FDD pages 79–80)

What This Means (2024 FDD)

According to Carls's 2024 Franchise Disclosure Document, the net carrying amount of franchise agreements as of January 31, 2023, was $176,555. The franchise agreements have a weighted-average life of 20 years. The gross carrying amount of these agreements was $319,855, with accumulated amortization of $143,300.

The net carrying amount represents the remaining value of the franchise agreements after accounting for accumulated amortization. Amortization is the systematic reduction of the intangible asset's value over its useful life, reflecting the consumption of its economic benefits. In this case, the franchise agreements are being amortized over 20 years.

For a prospective Carls franchisee, this information provides insight into how Carls values its franchise agreements on its balance sheet. It also shows how the value of these agreements is amortized over time. Understanding these accounting practices can help a franchisee assess the financial health and stability of Carls. The gross carrying amount represents the initial value of the franchise agreements, while the accumulated amortization reflects the portion of that value that has already been recognized as an expense.

It's important to note that these figures are based on Carls' accounting practices and may not directly correlate with the actual value or profitability of an individual franchise. A prospective franchisee should conduct their own due diligence and consult with financial advisors to assess the potential return on investment and the overall financial viability of a Carls franchise.

Disclaimer: This information is extracted from the 2024 Franchise Disclosure Document and is provided for research purposes only. It does not constitute legal or financial advice. Consult with a franchise attorney before making any investment decisions.