The Process
We guide you every step of the way, FREE of charge. Here are the steps to owning your own business.
Watch our comprehensive video, "Your Path to Informed Business Ownership," to understand the steps to successful franchising. Prefer reading? Scroll down to explore the detailed process and learn how we guide you from initial consultation to thriving franchise owner
1 — Introductory Call
We start with a short call to understand your goals, background, investment range, and timeline. I walk you through how the franchise research process works and determine whether franchising is worth exploring based on your situation.
2 — Assessment & Matching
You complete a brief assessment so I can understand your strengths, lifestyle preferences, and market.
Based on this, I research on your behalf and present a tailored shortlist of 3–5 carefully vetted brands.
Together, we select 1–3 to enter formal conversations with.
3 — Discovery Calls With the Franchisors
During your discovery calls, you’ll meet directly with the franchisor to understand how the business actually operates, what the owner’s day-to-day role looks like, what territories are available, and the level of support, training, and marketing systems they provide. This stage is about setting clear expectations—so you know what the business demands, how owners succeed, and what life really looks like inside the model. I coach you through each call, give you preparation materials, and help you understand which questions matter most so you get meaningful, accurate information—not a sales pitch.
4 — Economics & Franchisee Validation
Step 4 is where we take a deeper look at the opportunity. You’ll review the Franchise Disclosure Document—especially Item 19—to understand the financial structure, fee details, territory rights, and the overall support system. We also break down unit economics, investment requirements, scalability, and how the brand performs in different markets. You’ll speak with existing franchise owners to get a real sense of the day-to-day experience and what ownership actually looks like beyond the marketing. Throughout this entire stage, I guide you on what to look for, what questions to ask, and how to evaluate the opportunity with complete clarity.
At this stage, many candidates also choose to work with a franchise attorney to review the FDD and franchise agreement so a legal expert can flag any additional concerns or red flags.
5 — Funding, Discovery Day & Decision
As you move through conversations with the brand, we also introduce funding partners in the background so you can begin understanding your financing options early. Funding typically runs alongside the 1–2 month discovery process, giving you time to compare SBA loans, ROBS, lines of credit, or other structures. Following validation, you’ll attend a Meet the Team / Discovery Day, where you meet the leadership, support team, marketing team, and everyone who would be helping you launch and grow the business. After Discovery Day, you’ll have everything you need to make a confident, informed decision about whether this is the right franchise for you.
Are you ready to explore opportunities?
Are you ready to control your future?
Are you ready to call yourself a business owner?
