How it works
A consultative process built for analytical buyers
Every step is designed to give you clarity, whether that leads to ownership or a well-founded decision to wait.
Five steps, at your pace
1. Discovery call
A confidential 30-minute conversation. We learn your background, what you are good at, what you want to stop doing, how much capital you are comfortable committing and how involved you want to be. You learn how we work and how we are paid.
2. Your ownership profile
We turn that conversation into written criteria: investment range, owner role, preferred markets, industries to consider and industries to avoid. You review it and correct anything we got wrong.
3. Your matched consultant
We pair you with one consultant selected for your profile, who filters the market and brings you a small number of models, usually three to five, with a side-by-side view of cost, owner role, support and the questions each one raises.
4. Guided due diligence
For the brands you want to pursue, your consultant helps you prepare for franchisor calls, read the Franchise Disclosure Document with a critical eye, understand what Item 19 says and does not say, and run validation calls with current and former owners.
5. Decision and funding
Your consultant helps you compare finalists honestly, pressure-test the numbers and understand your funding options, from cash and SBA loans to 401(k) rollovers. Then you decide. Walking away is always an acceptable outcome.
What you get
Tools you keep, whatever you decide
Ownership profile
Your written criteria for capital, role, markets and industries. A useful filter for any opportunity you ever look at.
Side-by-side comparison
Your shortlisted models compared on total investment, ongoing fees, owner hours, staffing and support.
Due diligence checklist
The FDD sections to read closely, the Item 19 questions to ask and the validation-call script we use.
Common questions about the process
How long does it take?
It varies. Some candidates reach a decision within a couple of months, others take longer, and that is fine. We move at the pace your research requires.
Do I have to commit to anything?
No. There is no contract with us and no fee. You can pause or stop at any point.
Do you only show brands you are paid by?
We work with a network of partner franchisors, and we tell you that plainly. If the right fit for you is outside that network, we will say so rather than steer you toward a worse match.
Will I talk to franchisors directly?
Yes, once you ask for an introduction. Your consultant helps you prepare for those calls so you get real answers rather than a sales presentation.
Confidential. No obligation.
Get matched with the right franchise consultant before you commit a dollar.
A 30-minute discovery call about your background, capital and goals, so we can pair you with the consultant whose experience fits. No cost, no obligation, and a clearer picture either way.