LWA ADVISORS

We complement your operational experience with our financial expertise and industry knowledge, creating a powerful and successful team. We are the only firm that offers a portable CFO financial service with focus on restaurants and franchising.

We developed the service CFO Success for multi-unit franchise companies to monitor their financial health. CFO Success is a more rigorous financial management and overview process. We help companies review or originate a financial plan that tracks and monitors all stores on a quarterly basis, similar to a larger publicly traded company.

Martin Ludvigsson-Wallette has more than 15 years of financial and operational experience within the consumer and restaurant business. As President of LWA Franchise Advisors he provides financial advisory, consulting and investment banking services to multi-unit restaurant and consumer based businesses. Prior to LWA Franchise Advisors, he was partner and Vice President of Sohlen Advisors providing financial advisory to a variety of non publicly-traded franchise companies with parent companies such as Wendy’s, KFC, Taco Bell, Burger King, Denny’s, Jack in the Box, Subway, and BP. Martin also worked within the consumer and restaurant equity research group at RBC Capital Markets, the global investment banking arm of Royal Bank of Canada, following 12 publicly traded companies including Starbucks, Chipotle, Brinker, Jack in the box, Cosi, PF Chang’s, The Cheesecake Factory, BJ’s Restaurants, Sonic, California Pizza Kitchen, Chuck E. Cheese’s, and McCormick and Schmick’s. Martin also worked in the RBC Wealth Management in the Corporate Planning and Business Analysis group dealing with merger integration and corporate real estate investments and strategies. Martin received the RBC – Award of Excellence in 2005.

Martin began his professional career at McDonald’s Corporation where he completed the McDonald’s Management Development Program (MDP) and worked as a Business Consultant for the south region of McDonald’s Sweden. Later he also worked directly with the Chief Financial Officer of McDonald’s Sweden on various financial projects. During his McDonald’s career he was nominated manager of the year and won the sales and profitably ranking two consecutive years.

Martin holds an MBA from the University of St.Thomas – Graduate School of Business Minneapolis/St. Paul, MN and earned his BA in Economics from Gustavus Adolphus College St. Peter, MN. He has also obtained the Financial Industry Regulatory Authority (FINRA) Series 7 and 63 securities licenses.