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What was the net value of Carvel's intangible assets in 2023?

Carvel Franchise · 2025 FDD

Answer from 2025 FDD Document

ificant accounting estimates made by management, as well as evaluate the overall presentation of the consolidated financial statements.

  • Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise substantial doubt about the Company's ability to continue as a going concern for a reasonable period of time.

We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant audit findings, and certain internal control-related matters that we identified during the audit.

Atlanta, Georgia March 7, 2025

Consolidated balance sheets

Assets 2024 2023
Current assets:
Cash and cash equivalents $ 11,594 $ 22,662
Restricted cash and cash equivalents - securitization 32,747 29,582
Accounts receivable, net of a

Source: Item 23 — Receipts (FDD pages 100–353)

What This Means (2025 FDD)

According to Carvel's 2025 Franchise Disclosure Document, the net value of its intangible assets at the end of 2023 was $495,389. Intangible assets typically include items like goodwill, tradenames, franchise agreements, and reacquired franchise rights. Carvel does not amortize goodwill or tradenames, but evaluates them for impairment annually or more frequently if circumstances suggest potential impairment.

For a prospective Carvel franchisee, understanding the valuation and potential impairment of intangible assets is crucial. These assets, particularly tradenames and franchise rights, are key to the brand's value and market position. The fact that Carvel monitors these assets for impairment suggests a proactive approach to maintaining their value.

The FDD also notes that no impairment losses were recorded for goodwill, tradenames, or amortizable intangible assets during the fiscal year ended December 31, 2023. This indicates that Carvel's intangible assets were considered to maintain their value during that period. This can be seen as a positive sign, reflecting the stability and strength of the Carvel brand and its franchise system.

It's important for potential franchisees to understand how Carvel values and manages these intangible assets, as their value can impact the overall financial health and stability of the franchise system. Reviewing the notes related to these assets in the FDD and discussing them with Carvel representatives can provide valuable insights.

Disclaimer: This information is extracted from the 2025 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.