Our Process

Building Wealth and Equity through Franchise Ownership…

Buying a franchise can be overwhelming and far riskier then many people realize. We work closely with our investors to help them structure a franchise strategy based on the uniqueness of their situation and what they find most important when it comes to brand, culture and operating models so they can achieve their goals.

We know what the franchises we work with are looking for in a potential franchisee. And, we share our “insider knowledge” about the inner-workings of their franchise model candidly with our clients so you can make an informed business decision…

STEP 1: Getting to Know You and Understanding Your Goals:

Let’s Schedule a Consultation So We Can Learn About You… your background, experiences as well as your financial, lifestyle and career goals. We will walk you through what being a franchise owner really means, and we will help you cut through any red tape you may face in your way. We will tell it to you straight and not waste your time to ensure that where you end up best aligns with your goals.

STEP 2: Getting Educated & Exploring Franchises:

Once we determine your capabilities and the orientation that fits your lifestyle and business goals, the next leg of our journey is exploring the industry. With over 4,000+ registered franchise companies available in the marketplace, determining the right one can be overwhelming and time consuming. We are fortunate to have a wealth of resources at our disposal to help pre-screen these franchises. We work with some of the most recognized and successful franchise companies in every industry and different investment levels.

STEP 3: Let’s Work Together:

The reality is some franchises are amazing, some are mediocre, and some could perform much better than they currently are. Working with us as your guide you will understand what to look for in evaluating your options and making what could be a difficult process much more manageable. Working together, we will determine the best ways to articulate your interests and how they would mesh with potential franchises. We will educate and coach you by providing a wealth of knowledge about the various territories and industries you may be entering. Understanding this is a “legacy decision for you”…We will serve as an ambassador and resource, so you can make an informed business decision.

STEP 4: Achieving Your Franchise Ownership Goal:

The final part of our journey together gives you a chance to dive further into franchises that we end up picking as your finalists. We will then determine which one is your best choice by interacting with a multitude of industry experts from legal advisors, financial advisors, other franchisees, the franchisor, and even the competition. You will have the ability to examine documents like the Franchise Disclosure Document (FDD) that overviews each individual franchise separately and to understand the options you have to finance your business in an efficient manner. At the end of the day, you will have made a choice that fits your interests, skills and objectives. Most importantly, you will have the frameworks necessary to evaluate your opportunities and be confident in your decisions.

If You Are Ready to Learn More? Let’s schedule a call to have a casual conversation on your business goals.

There are no obligations, no fees, no advertising…just good solid information about franchising!

Interested in exploring your
options in franchising?

Schedule a Call and Let’s Talk About Your Goals…