My Services
I offer many services to help you on your ownership journey. These are not stand alone or a la carte. They are integrated into a proven step by step process that helps you efficiently evaluate business opportunities. Each stage builds on the last, giving you a clear path from defining success to confident ownership. Going through the process incurs no fees for my services. You can focus entirely on finding the right fit.
1
Set Your Ownership Criteria
Client Outcomes: Gain clarity on your goals, guardrails, and requirements for business ownership.
My Service: Through consulting sessions and guided conversations, sometimes supported by entrepreneurial assessments, I help you uncover business fit and define directional criteria such as industries of interest, lifestyle goals, time commitment, and preferred ownership model (owner-operator, semi-absentee, or manager-run). You will leave this step confident in what you are aiming for.
2
Establish Your Funding Strategy
Client Outcomes: Understand your financing options and know your realistic investment range.
My Service: I introduce you to trusted funding experts and guide you through strategy conversations so you can confirm how much capital is available and how best to structure it. This translates your goals into financial guardrails and ensures we only look at concepts that make sense.
3
Discover, Narrow and Compare Opportunities
Client Outcomes: Identify a shortlist of franchise opportunities that align with your goals, fit, and budget.
My Service: I research and curate options, educate you on categories and business models, and walk you through a structured process. Together, we narrow the list and compare side by side until the strongest matches emerge.
4
Prepare Yourself
Client Outcomes: Feel confident and prepared to engage with franchisors.
My Service: I provide education, resources, and coaching so you know what to expect. You will learn how to evaluate different business models, what questions to ask, and how to interpret what you hear.
5
Meet the Franchisors
Client Outcomes: Get direct access to the franchisors behind the opportunities on your shortlist.
My Service: I facilitate introductions, set clear expectations for each call, and debrief with you afterward. My role is to make sure you get meaningful insights and have the support you need throughout the conversations.
6
Conduct Due Diligence
Client Outcomes: Gain confidence by validating the opportunity through research, franchisee conversations, and professional guidance.
My Service: I help you understand how to read the Franchise Disclosure Document (FDD), prepare for validation calls with existing franchisees, and connect you with attorneys and CPAs when needed. Together, we make sure you approach due diligence thoroughly and with confidence.
7
Earn a Franchise Award
Client Outcomes: Attend Discovery Day with a leading opportunity, and if it is a mutual fit, receive approval to join the franchise system.
My Service: I help you prepare for Discovery Day with the right questions, debrief the experience, and assess cultural and business fit. I also guide you through the franchisor’s award process so you can feel confident about your decision.
8
Become a Franchise Owner
Client Outcomes: Successfully complete the process and launch your new business with clarity and confidence.
My Service: I guide you through the final steps to make sure you have been comprehensive, confirming funding, territory, and other requirements are in place so you move forward with confidence. Then I celebrate with you as you officially begin your new chapter as a franchise owner.
Next Step
Schedule a quick intro call so we can map your ownership criteria and confirm your funding strategy. There are no fees for my services and no obligation. If you are just gathering info, that is fine too. I will equip you with resources so you can explore at your own pace.
What if I go through the process and decide I am not ready to start a business?
That is a great outcome too. Not everyone is cut out for ownership, and some who are simply are not ready right now. Going through the process incurs no fees for my services. When you work with me, there is zero risk, no hidden charges, and no penalty for terminating the process.
If you found the process valuable, I would greatly appreciate referrals, testimonials, and staying in touch. And if the time comes when you are ready to explore ownership again, I will be here to guide you.
Important Notes
- I do not charge fees for my services. Franchisors invest in candidate education and may cover consultant fees upon successful placements.
- Your pace. Typical searches run 6–12 weeks, but we’ll move at a speed that fits your schedule.
- No earnings claims or guarantees. I direct you to official documents and existing franchisees for validation. It is your responsibility to plan, assess risk, and evaluate the likelihood of financial success.
- 3rd party costs. If you choose to engage independent professionals such as CPAs or attorneys during due diligence, you may incur costs directly with them.