The 9 Steps to Franchise Ownership
We help professionals like you find the right-fit franchise in as little as 6–8 weeks—without the overwhelm, misinformation, or wasted time. Our 9-step process includes an evaluation designed to match clients with franchises aligned to their skills, goals, and risk tolerance—all at no cost to them.
Your Franchise Fast Pass®:
How We Help You Find the Right Franchise—Without the Overwhelm
1. Start the Conversation
We kick things off with a free, no-pressure intro call—just a chance to connect, talk through your goals, and see if franchising might be the right fit. It’s casual, confidential, and all about meeting you where you are. We’re excited you’re moving forward to the next step—this is where things start to get really focused and personalized.
2. Personal Fit Assessment
We start by getting clear on you—your goals, strengths, lifestyle, and vision for the future. You’ll complete two quick forms, which lay the groundwork for our 60-min Zoom consultation. That’s where we go deeper into your ideal role, preferred industries, hobbies, financial goals, and management experience. This is the prep work that powers a truly personalized franchise search.
3. FranchisEEE Learning Portal
We start by getting clear on you—your goals, strengths, lifestyle, and vision for the future. You’ll complete two quick forms, which lay the groundwork for our 60-min Zoom consultation. That’s where we go deeper into your ideal role, preferred industries, hobbies, financial goals, and management experience. This is the prep work that powers a truly personalized franchise search.
4. Research—Handled for You
We dig into 700+ franchises and hand-select the ones that align with your goals, lifestyle, and investment range. Whether you’re looking for a hands-on owner-operator role or prefer a manager-run model you can scale, we focus on what fits. From low-investment, home-based models to larger brick-and-mortar businesses, we find the right structure, support, and strategy to fit your life today and grow with you into the future.
5. Explore Opportunities
During the investigation phase, we’ll support you with weekly check-ins to keep things on track. You’ll explore different business models and investment levels, compare brands side by side, and evaluate what aligns best with your goals, lifestyle, and vision for the future.
6. Validate + Ask Questions
You’ll receive the Franchise Disclosure Document (FDD) and connect with current owners to hear what franchise ownership is really like. This is your chance to ask anything and see how each brand stacks up in real life.
7. Consult the Pros
Before moving forward, it’s smart to run everything by a franchise-savvy attorney and financial pro. If you don’t already have one, I’ve got trusted experts I can refer you to.
8. Discovery Day
Think of this as a two-way interview. You’ll meet the leadership team, get a feel for the brand’s culture, and see what support looks like behind the scenes. But remember—franchises are awarded, not just purchased. It’s your final chance to confirm alignment on both sides before moving forward.
9. Make Your Move
This is where clarity becomes commitment. If the opportunity checks all your boxes, you’ll make your final decision, secure funding, and sign the franchise agreement. It’s a big step but one you’ll take with confidence, knowing you’ve done the work, asked the questions, and found the right fit.