Our Process

This is your starting point—where brands begin to learn more about you, and you start to understand what’s required to move forward.Most franchise brands have baseline financial requirements, typically including at least $50,000 in available capital and a net worth of around $150,000. Just as important, this is where you commit time to explore opportunities seriously. Expect to invest about 2 hours per week over the next 8 to 10 weeks as you move through the full discovery process.We’ll guide you each step of the way.

Now it’s time to dive deeper into the brand. You’ll connect with the Franchise Development Director to share more about yourself—your background, your goals, and why you're exploring franchise ownership.In return, you’ll get a high-level overview of the brand, followed by a more detailed look at what it takes to succeed as a franchisee.

‍What to Expect:
☐ Mutual Evaluation Call #1
☐ A broad overview of the opportunity
☐ Completion of your Personal Profile

‍To Move Forward, You'll Need To:
☐ Complete initial evaluation calls
☐ Submit your Personal Profile
☐ Identify the territory you’re most interested in
☐ Receive and begin reviewing the Franchise Disclosure Document (FDD)

We're here to help make sure you're asking the right questions—and getting the right answers.

In this phase, you’ll start to get a fuller picture of how the franchise actually works—from the services it provides to the steps it takes to open and operate successfully.You’ll connect with the brand’s development team through webinars or calls that walk you through the key pillars of the business. Think of this as moving from a general overview to a closer, 5,000-foot view.

‍What to expect:
☐ Mutual Evaluation Call #2
☐ Territory Confirmation Call
☐ Optional Webinars: Franchise Readiness & Community Readiness
☐ Franchise Development Disclosure Call
☐ Unit Economics & Funding Options Call

‍To move forward, you'll need to:
☐ Sign and submit Item 23 (receipt of the FDD)
☐ Get pre-approved for funding
☐ Confirm your territory of interest
☐ Review the Franchise Disclosure Document (FDD)
☐ Complete and return the Unit Economics Model (UEM) tool

You’re building the foundation for a smart investment decision—and we’ll make sure you’re supported throughout.

At this stage, your Franchise Development Director will guide you through the important steps of business and financial planning. You’ll finalize funding approval, confirm your territory, and connect with current franchisees to get real-world insights.You’ll also have executive-level conversations to secure approval to move forward—culminating in scheduling your Discovery Day visit.

‍Key steps:
☐ Calls with existing franchisees for validation
☐ Legal review call
☐ Executive approval call
☐ Scheduling Discovery Day
☐ Preparation call for Discovery DayThis stage ensures you have all the information and approvals needed before the final step.

This is a big milestone—you’ll visit the brand’s executive team in person for Discovery Day. By now, you’ve chosen your territory, secured funding, and received final executive approval. You’ll also complete background and credit checks, and receive the official franchise agreements.During Discovery Day, you’ll confirm whether you’re ready to move forward. This includes deciding if you’ll sign the franchise agreement personally or through an entity.

‍Before discovery day, make sure you have:
☐ Completed Personal Profile and lender pre-approval letter
☐ Signed and dated Franchise Disclosure Document (Item 23) for all stakeholders
☐ Signed Non-Disclosure Agreement (NDA)
☐ Confirmed your desired territories
☐ Sent your personal and professional biography

‍Key steps during this stage:
☐ Attend Discovery Day
☐ Receive Executive Approval Email
☐ Complete Post-Discovery Day Call

‍To move forward, you’ll need to:
☐ Attend Discovery Day
☐ Get final executive team approval
☐ Complete the post-Discovery Day call
☐ Engage legal counselThis stage brings everything together so you can confidently take the next step toward franchise ownership.

At this stage, you’ll review and provide feedback on the business and legal terms, usually via a memo that your legal counsel will clarify with the brand’s attorney.Once all questions are resolved, you’ll receive the final agreements through DocuSign for signing. After both you and the brand’s CEO have executed the documents, you’ll wire the initial franchise fees to officially secure your franchise.

‍Key Steps:
☐ Franchise Agreement Creation Call
☐ Term Sheet provided
☐ Legal memo sent to the brand for review
☐ Final agreements sent to you

‍To move forward, you’ll need to:
☐ Have your counsel receive and review all legal and business requests
☐ Complete final clarifications and negotiations
☐ Sign final agreements via DocuSignThis step seals the deal and sets you up for a successful franchise launch.

With the Final Agreement stage complete and the franchise awarded, it’s now time to start onboarding you. Then the Franchise Development Director along with the New Franchise Opening Manager, schedules a Welcome Call and hand-off from the Franchise Development Team to the Operations team.