What Options Exist For Funding?
Franchise Funding
Fortunately, there are several ways to fund your franchise.
Below, I’ve listed some of the most popular options people use to get started.
SBA 7(a) Loans
An SBA loan is a popular and trusted option for many franchisees looking to fund their business.
These loans are backed by the U.S. Small Business Administration, which reduces the risk for lenders, making it easier to secure financing.
With down payments as low as 10% and repayment terms that can extend up to 25 years, SBA loans provide flexibility and affordable options compared to traditional loans.
The maximum SBA loan amount is $5 million, which is more than enough for most franchise investments.
If you’re serious about starting a franchise, this could be the perfect solution to help fund your dream.
Rollover For Business Startups
Once we decide to work together, we’ll set up a relaxed, one-hour consultation—feel free to bring your spouse or partner along.
During our chat, I’ll walk you through the world of franchising and get to know you better—your goals, background, interests, work style, and financial situation.
We’ll also cover key details like whether you prefer a storefront or home-based business, how many employees you’d need, your income goals, and the local market.
Plus, I’ll go over funding options, including ways to use retirement funds without penalties. My goal is to help you find a franchise that fits your vision and sets you up for long-term success!
Securities-Based Funding
From cash - to SBA Loans - and everything in between; there are numerous ways to fund your franchise.
You can read much more about this topic by visiting our funding page via the button below.
Personal Loan Terms
Once we decide to work together, we’ll set up a relaxed, one-hour consultation—feel free to bring your spouse or partner along.
During our chat, I’ll walk you through the world of franchising and get to know you better—your goals, background, interests, work style, and financial situation.
We’ll also cover key details like whether you prefer a storefront or home-based business, how many employees you’d need, your income goals, and the local market.
Plus, I’ll go over possible funding options, including ways to use retirement funds without penalties if that is something you would like to explore.
My goal is to help you find a franchise that fits your vision and sets you up for long-term success.
0% Credit Cards
If I’ve done my job well—and I’m confident I will—at least one or two of the franchises we discuss should feel like a great fit.
Clients often tell me, “You really nailed it with that company,” or “I can’t believe how quickly you understood what I was looking for.”
Once we narrow down the best options, I’ll arrange a call to introduce you to the franchisor, often with the CEO, president, or founder.
With years of experience and strong industry connections, I bring franchisors serious, motivated candidates they’re excited to meet.
I have a very high success rate in helping clients secure their chosen franchise, so I can help streamline the process and move things forward quickly.
Home Equity Line of Credit
Guiding You Through Due Diligence
Once you’ve chosen a franchise, the due diligence process begins. I’ll be there every step of the way, offering guidance, coaching, and unbiased advice. If any concerns come up or you need a second opinion beyond the franchisor, I’m here to help.
For example, if an issue arises with a franchise I introduced you to, we’ll talk it through. And if it turns out to be a deal-breaker, I’ll be the first to suggest exploring other options—ensuring you find the right fit without any pressure.
Staying Connected & Moving Forward
Clear communication is key. We’ll stay in regular contact to keep everything moving smoothly—both between you and the franchisor and between you and me.
When you reach the validation stage (where you speak with other franchise owners), I’ll provide a detailed guide with key questions to help you gather the most useful insights.
Many people spend months or even years researching franchises online without making real progress. I typically help clients pinpoint the right business in about a week, followed by 3–4 weeks of research and validation.
Preparing for Discovery Day
If you’re invited to the franchisor’s headquarters for Discovery Day, you’ll get the chance to:
-Meet the team
-Tour the operation
-Connect with key staff, including your regional developer, who will assist with your business plan and training
I'm With You Every Step of The Way
I’ll make sure you’re fully prepared for this experience, so you know what to expect and how to get the most out of it.
Cash Value Line of Credit
If all goes well, you’ll be awarded your franchise—an exciting milestone!
Franchising isn’t like buying a car, where you pick a model, pay, and drive off. It’s a two-way decision.
The franchisor must first decide to award you the franchise, and then you get to decide whether to move forward.
It’s a lot like a marriage proposal—both sides have to say “yes” for the partnership to happen.
Crowdfunding
Guiding You Through Due Diligence
Once you’ve chosen a franchise, the due diligence process begins. I’ll be there every step of the way, offering guidance, coaching, and unbiased advice. If any concerns come up or you need a second opinion beyond the franchisor, I’m here to help.
For example, if an issue arises with a franchise I introduced you to, we’ll talk it through. And if it turns out to be a deal-breaker, I’ll be the first to suggest exploring other options—ensuring you find the right fit without any pressure.
Staying Connected & Moving Forward
Clear communication is key. We’ll stay in regular contact to keep everything moving smoothly—both between you and the franchisor and between you and me.
When you reach the validation stage (where you speak with other franchise owners), I’ll provide a detailed guide with key questions to help you gather the most useful insights.
Many people spend months or even years researching franchises online without making real progress. I typically help clients pinpoint the right business in about a week, followed by 3–4 weeks of research and validation.
Preparing for Discovery Day
If you’re invited to the franchisor’s headquarters for Discovery Day, you’ll get the chance to:
-Meet the team
-Tour the operation
-Connect with key staff, including your regional developer, who will assist with your business plan and training
I'm With You Every Step of The Way
I’ll make sure you’re fully prepared for this experience, so you know what to expect and how to get the most out of it.
TESTIMONIALS
What Our Clients Say
Hear firsthand experiences from our satisfied customers.
"Thank you for your time, effort and patience to help me find the right franchise opportunity. Being a first time purchaser of a franchise, I wasn't sure what to expect; however, your guidance proved to be a tremendous time saving exercise at no cost to me. After we discussed my financial and personal goals, you really helped get me focused on those businesses that really "fit". Thank you for being involved throughout the process and answering my many questions along the way. I would recommend your service to anyone considering a franchise opportunity. I look forward to future success and wish you the same. Thank you! Warmest Regards."
"About a month and a half ago I contacted you to have you find me the right match for a franchise. Well, after our discussion, you were able to ascertain my wants, goals and needs. You matched me perfectly to the ideal business, with my background and desires. Also the financial investment was less than what I would have expected to embark on this exciting path.
Thank you for being AWESOME at what you do."
Frequently Asked Questions
How can working with you not cost me anything?
Working with us is absolutely free. Similar to real estate agents that receive a commission from the seller, we receive our broker fee directly from the franchise that you may buy.
And no, you will not end up paying more by working with us. Franchise sales and fees are federally regulated and the cost is not able to be changed regardless of if a franchise consultant broker is involved or not. What that means for you is that you get expert franchise guidance, consulting, and introductions, without any risk of a price mark up.
Why do you make it a point to state that your Q&A session is "not a sales call"?
This is a good question and one we get often. The answer is simple: buying a franchise is a big decision that involves in-depth steps and is not something that someone can be "sold". The goal here is to help inform and get you the answers you need. If you are the right fit and get your questions answered then we know you, and only you, can choose to move forward or not.
Why should I use you to help me decide which franchise to buy?
When searching for the perfect franchise for yourself, you have a few choices. One is to research online and look at websites. However, most if what you will find is flashy and meant to "sell" you on a franchise. The problem is that they know nothing about you and your unique situation. Many people find dozens of franchises online that seem great but later realize they’re not a good fit. You can waste months or even years doing this. The web is overwhelming, with many franchise companies receiving thousands of inquiries daily. Many go unanswered, as franchisors have small internal sales teams already working with qualified candidates. Without an “inside track advantage,” your inquiries might never be addressed, leaving you at a disadvantage and swimming among the pool of countless other interested buyers.
A better option is to work with a professional with strong industry connections that can quickly match you with franchises that align with your personality, goals, skills and local market. We get to know you and provide personalized guidance, helping you find a business that fits your vision and has availability in your area.
How long does the process take?
By following the right process, we are usually able to help a client become a franchise owner in about 4 to 6 weeks.