How Does This Work?
The Process
The process is designed to match you with the perfect franchise - one that best fits you and the franchisor.
This is crucial to your long term success.
Below you will see more details on how the process works.
Initial Q&A Call
Your Initial Q&A Call: No Pressure. Just Clarity.
This first conversation is your chance to ask any and all upfront questions. There are no bad questions — just good answers that help you make smarter decisions.
Common topics include:
Timelines
Financing options
Market availability
Anything else on your mind
We can connect by phone or Zoom — whichever you prefer.
This is not a sales call. You can't be "sold" a franchise — you can only discover if one is truly the right fit. This is simply a starting point for an open, honest conversation.
I'll use this time to learn about you, your goals, and your situation. Then, I’ll offer tailored insight based on years of experience and direct access to a wide network of franchisors — including details you won’t find online.
If we both feel it makes sense to move forward, the next step will be an information exchange — a two-way conversation that dives deeper into matching you with the right opportunities.
Before that step, I’ll need a few key details from you to help us realistically explore funding strategies and timelines. We’ll cover exactly what that looks like at the end of our Q&A.
Information Exchange
Once we decide to move forward together, we’ll schedule a relaxed, one-hour consultation. You're welcome to bring your spouse or partner—this is a shared journey, and their insight can be invaluable.
This conversation is designed to give you a clear, realistic view of the franchise world while helping me understand your unique goals, background, interests, work style, and financial picture.
We’ll talk through important preferences—like whether you envision a storefront or home-based business, your comfort level with employees, your income goals, and what makes sense in your local market.
We’ll also explore funding strategies, including how some candidates use retirement funds tax-free and without penalties.
My goal is simple: to help you discover a franchise opportunity that aligns with your vision—and gives you the best possible chance at long-term success.
Research and Territory Checks
After our consultation, I’ll begin researching franchise opportunities that align with your goals, strengths, and market. This isn’t just about finding “good” franchises—it’s about finding the right ones for you.
Using my insider access, I’ll check territory availability to ensure that the concepts we discuss are viable in your area. There’s no point getting excited about a franchise if it’s already taken nearby—and I’ll make sure we’re only looking at options that are truly available and scalable for you.
I’ll then present you with a curated list of franchises that match your profile and local market—each one carefully vetted for fit, not just hype.
At this point, you’ll be able to dig into the real-world potential of each opportunity—confident that they’ve already cleared the first hurdle: alignment with you.
Narrow Down Choices
If I’ve done my job right—and I’m confident I will—one or two franchises will stand out as an excellent fit for your goals and lifestyle.
Clients often tell me things like, “You really nailed it with that brand,” or “I’m amazed at how quickly you understood what I wanted.” That’s because I take the time to truly listen and match you with opportunities that make sense.
Once we’ve identified the most promising options, I’ll personally arrange an introduction with the franchisor—often directly with the CEO, president, or founder.
These aren’t generic sales calls; they’re thoughtful conversations with people who are eager to speak with serious, well-prepared candidates.
Thanks to my strong industry relationships and reputation for bringing quality candidates to the table, I can help fast-track your conversations and guide you toward a successful outcome.
Engage With Franchisors
Once you’ve selected one or more franchises to seriously consider, the due diligence phase begins—and I’ll be right there with you every step of the way. This is your opportunity to thoroughly vet each option, and I’ll provide expert guidance, honest coaching, and unbiased advice to help you navigate this critical stage with confidence.
If any concerns arise, or you want a second opinion beyond what the franchisor provides, I’m here to help you assess the situation clearly.
For example, if an issue surfaces with a franchise I introduced you to, we’ll talk it through openly. If it turns out to be a deal-breaker, I’ll be upfront and suggest exploring other options—always prioritizing your best interests, without any pressure.
Staying Connected & Moving Forward
Clear communication is essential. We’ll maintain regular contact to ensure the process moves smoothly—both between you and the franchisors, and between you and me.
When you reach the validation stage, where you speak directly with existing franchise owners, I’ll provide you with a detailed guide of key questions to ask. This will help you gather meaningful insights to confirm which franchise is truly the best fit.
Many people spend months or even years researching franchises online without making real progress. Typically, I help clients identify the right business within about a week, followed by 3–4 weeks of focused research and validation.
Preparing for Discovery Day
If you’re invited to visit one or more franchisor headquarters for Discovery Day, you’ll get an exclusive opportunity to:
Meet the leadership team
Tour the operations firsthand
Connect with key staff, including your regional developer who will assist you with your business plan and training
I’m With You Every Step of the Way
I’ll make sure you’re fully prepared for Discovery Day, so you know exactly what to expect and how to make the most of this important milestone.
Awarding of Franchise
If all goes well, you’ll reach an exciting milestone—you’ll be officially awarded your franchise!
But franchising isn’t like buying a car where you simply choose a model, pay, and drive away. It’s a thoughtful, two-way decision.
First, the franchisor carefully evaluates your fit for their brand and business model before awarding the franchise. At the same time, you’ll have the opportunity to review the agreement and decide if this is the right path for you.
Think of it like a marriage proposal—both sides need to enthusiastically say “yes” to form a successful partnership. This mutual commitment lays the foundation for your long-term success as a franchise owner.
Once the franchise is awarded and accepted, you’ll begin an exciting journey with full support and resources to help you launch and grow your business with confidence.
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 me is absolutely free. Similar to real estate agents that receive a commission from the seller, I receive any fees directly from the franchise.
And no, you will not end up paying more by working with me. Franchise sales and fees are federally and state regulated and the cost is unable to be changed regardless of whether you work with me 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 great question and one I get often. The answer is simple: executing a franchise agreement 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 you and get you the answers you need.
If you are the right fit and get your questions answered then I know that only you can choose to move forward or not.
Why should I use you to help me decide which franchise to buy?
The truth is, finding the right franchise on your own can be overwhelming. Most websites are designed to sell — not to guide. They don’t know your background, goals, or market. You might find dozens of options that look great online, only to realize later they’re not a good fit for you personally or financially.
Worse, many franchise companies get thousands of inquiries each month and only respond to a small percentage. Without an inside track, your questions may go unanswered — and you could miss out on great opportunities.
That’s where I come in.
I take the time to understand you — your goals, skills, personality, financial picture, and local market — then I help match you with franchise opportunities that truly align with your vision. Think of me as your guide, advocate, and industry insider. I help you avoid costly missteps, save time, and find the right business faster, with clarity and confidence.
How long does the process take?
By following the right process, I am usually able to help a client become a franchise owner in about 4 to 6 weeks.