How It Works

There are hundreds of franchise opportunities available, and sifting through them all can take months for someone without our knowledge of the industry. Many people get frustrated and give up or waste a lot of time chasing after opportunities that are not a good fit.

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We want to match you with the best franchise that meets your criteria. We will spend time asking you questions designed to help us narrow our search and understand your goals for business ownership. We will create a personal profile for you and use it to research franchise opportunities that are the right fit. We will narrow down the choices to a short list of franchises, so that with just a few curated opportunities to evaluate, you save significant time and effort. And we will work with you to match these opportunities to your vision and where you aspire to be.

The process

What to Expect When You Partner With Us

The process we follow with you is intended to narrow down your options, save you time, and ultimately set you up for success with an opportunity aligned with your goals. Through engagement in this process and a few hours a week of your time, we find that most clients have the information they need to make a strong decision on a business in roughly 3 months.

  1. Introductory Call

    Our first conversation is an opportunity to get to know one another, and we will explore your motivations and goals for business ownership. Defining your “why” will give you clarity and confidence to move forward towards your Plan A.

  2. Your Personal Assessment

    Using your personal Franchise Fit Assessment, we will spend some time discussing and understanding your values, skills and work style. The Zorakle Spot On is an industry leading tool that gives us a frame of reference for our discussions throughout this process.

  3. Franchise Research Call

    In our second call, we will build your ideal search criteria. It’s important to approach this conversation with an open mind. We find that many clients learn about opportunities and criteria they would never have thought of through this process, and they discover opportunities that they never would have expected would help them reach their goals.

  4. Funding Consultation

    We know that understanding how you will fund your new business is an important consideration. We have a number of funding partners, and we will connect you to a specialist for a no-pressure consultation to explore your options. Depending on your specific situation, we will decide together if this step is right for you now or if it should wait until later in the process.

  5. Personalized Franchise Presentation

    We will take a week to conduct thorough research on franchises that fit your criteria. Every franchise we bring into our inventory has been carefully vetted, and we only partner with concepts that meet our high standards across the board. When we do our homework, you can be confident that we can offer the opportunities that are right for you. After we have done our research, we’ll meet to review these hand-selected opportunities. We will prioritize the options, and create a strategy to dive deeper into exploring the one or two you are most interested in.

  6. Due Diligence

    This is the stage where you meet the franchisor for the first time. They will lead this multi-step process, and we will be with you the entire time to provide coaching and resources. We will meet for weekly strategy discussions where we will provide guidance as you learn more about their business model and systems.

  7. Validation

    We believe that this is the most critical stage. You will have the opportunity to speak with existing owners who were once in your shoes, and discuss their real numbers and personal experiences. This is where you will really get a chance to determine if this business will help you achieve your goals.

  8. Discovery Day

    The final step is meeting the franchise team. At this point, your critical questions have been answered, and this is the opportunity for everyone to mutually decide if this relationship is the right fit.

  9. Your Plan A

    Once the franchise team has awarded you the territory, you are on your way to launching your new Plan A! You will sign your agreement, pay the franchise fee and get started on the opening process. From that point on, you’re ready to dive into the journey of becoming a franchise owner.

FAQ

We use our industry experience to provide you with the information you need when you are considering buying a franchise business. We know which franchises are considered safer, more reliable, and most profitable. We also know which ones are currently available in your area. Our relationships with industry partners, including with representatives at the franchisors, mean that your applications get seen and you get access to the experts. More importantly, we can help you determine which franchises are the best fit for your role as a business owner! With our services, you save time, money, and your sanity during the important decision-making process.

There is no cost to you to use the services of a Franchise Broker. Your rate is the same as if you had worked directly with the franchisor. Our fees are covered through the marketing budget of the franchisor, because they respect our process and value the quality and type of candidates we refer to them. This means we are uniquely able to provide a win-win scenario for the client and the franchisor.

Franchising offers individuals the opportunity to be in business for themselves, but not by themselves. The franchisor offers support, experience, and knowledge of all aspects of the business, and they provide you with the tools to be successful. They will train you prior to your opening. They give you advertising and marketing support that can help build your business. Most importantly, a franchise reduces your risk with systems proven to work.

The amount of money needed varies greatly, depending on the opportunity you are interested in. Funding a franchise investment is usually a major conversation for our clients, and it is important to discuss financing options early on in the process. We have funding source experts in our network who we will introduce you to who can assist in finding the best options early on.

This depends in large part on you! Once we start working together, if you are motivated and responsive, we can find you a great match in as little as one to three months.

No – in fact, most franchisors prefer that you don’t! This is because they want you to learn their systems and follow their processes and procedures. Franchisors are typically looking for candidates who are coachable and have transferable skills. They want people who can motivate employees, close sales, and manage operations efficiently.

Our process is thorough – we want to match you with the best franchise concept that meets your specific criteria. And its personal, since we use our knowledge of your goals to align you with the people and brands that we work with. We take the time to get to know you in our introductory call, and we delve deeper into your motivations and goals using our franchise fit assessment. Then, we do our research using our insider knowledge of the brands and systems. You decide which opportunities you are interested in hearing more about, and we will introduce you to those brands. Our relationships with those people and organizations mean that our candidates rise to the top of the list, and as you move through the steps with those organizations, we stay with you every step of the way.

There are hundreds of franchise opportunities available to you. Sifting through them all can take months for a person without our knowledge of the industry. Many people get frustrated and give up. The consultation process makes it easier to match you with the opportunities that meet your specific criteria. We will narrow down the choices to a short list of franchises. With just a few opportunities to evaluate, you save a lot of time and effort.

Click HERE (link to How It Works page) to learn more about how we will work together to position you as a successful franchise candidate.

Plan A

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