Add an annual lease cost check
Add one lease cost page to each annual client review.
Compare lease costs and CAM files. End every row with one next action.
This check supports ongoing advice. It does not judge the full franchise plan.
Start with two matched periods
Use the current lease year and one matched past year.
Do not compare unlike periods without a clear note. Partial years can mislead.
Franchise.com lists rent among unit profit costs. It also says gross sales alone do not show profit.
That point supports a cost check. Its published ranges are not benchmarks here.
Build the one-page check
Use one row for each cost or event.
| Field | What to record |
|---|---|
| Client | Legal client name |
| Site | Address or site code |
| Current period | Lease year under review |
| Past period | Matched lease year |
| Base rent | Current and past source amounts |
| CAM statement | Received, missing, or open |
| Tax charge | Current and past source amounts |
| Insurance charge | Current and past source amounts |
| Utility share | Method and source status |
| Lease event | Renewal, option, sale, or expansion |
| Support request | Exact file or answer needed |
| Review owner | Named firm lead |
| Next action | One approved label |
Keep the page with the annual review notes. Link every amount to its source.
Check the lease events
Lease events can change the client discussion.
The lease record page ties CAM to each site. It also lists rent changes, options, and insurance files.
Those fields fit the yearly check.
Use those fields as prompts. They do not prove client results.
Ask these questions:
- Did base rent change?
- Did a signed lease change apply?
- Did the CAM period change?
- Did tax or insurance support change?
- Did the utility method change?
- Is a renewal or option open?
- Is a site sale planned?
- Is a new site planned?
Record unknown when proof is absent. Do not fill gaps from memory.
Use four next actions
Each checklist row ends with one label.
No action
The source set explains the change. Save the close note.
Request support
A named file or answer is missing. Assign its owner.
Review lease year
The source set shows a CAM question. Send it into review.
Refer
The question needs legal, tax, or other advice. Name the expert.
These labels keep the annual meeting useful. They also stop open notes from drifting.
Keep review rights sourced
CAM terms and review rights come from the signed lease.
The franchise CAM guide covers yearly statements. It also covers lease audit rights.
Its sample time limits do not apply to every lease.
Show the exact lease text. Mark any legal meaning for counsel.
Do not create one date for all leases. Each lease may differ.
Use a blank meeting block
Copy this block into the annual review.
| Check | Current period | Past period | Source | Action | Owner |
|---|---|---|---|---|---|
| Base rent | |||||
| CAM total | |||||
| Tax charge | |||||
| Insurance | |||||
| Utilities | |||||
| Lease event | |||||
| Open support |
Do not put advice in a blank field. Keep notes tied to proof.
Walk one sample row
This yearly review example is fictional. It does not show client results.
River Cafe has a current CAM statement. Its past statement is also present.
The current tax line changed. The landlord support is missing.
| Check | Current state | Past state | Action | Owner |
|---|---|---|---|---|
| Tax charge | Changed | Source present | Request support | Client lead |
The advisor does not call the change wrong. The row asks for proof.
If support arrives, the owner can close or review it.
Add the check to delivery
Send a short action list after the meeting.
Use this client draft:
We checked lease costs on this year's list.
This note shows open files.
It also gives each next step.
Each item links to its source.
Keep any legal opinion outside this note. Counsel should own that advice.
Save the final action list with the client file. Reuse its shape next year.
Send each annual action
Confirm scope when a row becomes audit work. Use the audit offer guide.
Move ready lease years into the portfolio CAM queue. It assigns review order.
Send new-site questions to the expansion CAM guide. It tests past-unit proof.
The franchise advisor pillar links yearly checks to the service.
A mixed client need may cross firm types. The Practice Growth hub can route it.
Choose the next lease tool from the franchise resource hub.
The yearly meeting owns this check. See the franchise consultant page.
Where CAMAudit fits
Start CAMAudit when the yearly check calls for review.
Franchise advisors choose which rows need CAM work.
CAMAudit can read supplied files and run fixed math. It can flag source-linked review items.
It can build a branded CAM audit. Add it to your client review.
A firm partner reviews and signs the report.
Your firm adds approved actions to the meeting list.
The meeting action may call for a dispute letter draft. Your firm reviews the draft.
It is not legal advice. Have counsel review before sending.
The service line guide places this check in client work. Use it to name meeting and follow-up owners.