7 Steps to Finding the Right Franchise:
 
1. Initial review – Determine if you qualify and if franchising is a viable option
 
2. Complete the Consultation Questionnaire (CQ) – Start your learning process
 
3. Personal Consultation – Identify your goals, Vision, and Risk Tolerance

4. Company Introductions – Review your company matches

5. Investigate Companies – Explore your possibilities

6. Discovery Day – Visit your chosen company

7. Decision – Congratulations! You have been awarded a franchise!


7 Steps in detail:
Step 1 – Initial Review
We will contact you to setup an appointment to discuss your background, goals, and reasons for looking at business options. Together we will decide if it makes sense to go any further. If you qualify and it makes sense to at least look at your options, you are ready for Step 2 – The Consultation Questionnaire
Step 2 – Complete the Consultation Questionnaire
You will be asked to complete our Consultation Questionnaire (CQ). The questionnaire will give us some information about you so we can be thinking about what questions to discuss with you. It will also get you to start thinking about what is important to you and your goals and objectives. When we receive it, you will be ready for Step 3 – The Personal Consultation
Step 3 – Personal Consultation
We will contact you to set up an appointment to discuss your background and goals in finding the right franchise for you. This can take up to two hours, and will be conducted over the telephone. Understanding your particular goals and needs will allow us to find the best opportunities for you to investigate.  At the end of the consultation, we will set-up Step 4 – Company Introductions.
Step 4 – Company Introductions
Based on the information that you provide during the consultation, we will research franchise, and possibly non-franchise, opportunities to match their models and requirements with your goals and objectives. With over 3500 franchises available in the U.S. today, it is nearly impossible to navigate that vast maze by yourself to determine the best companies to investigate. Our goal is to guide you through that maze and narrow that list down to a handful of companies that closely match your requirements.   At this point, you move to Step 5 – Investigate Companies.
Step 5 – Investigate Companies
For each of the opportunities that you have an interest, we will facilitate an introduction to an executive in that company. That executive will send and/or e-mail materials to help you become acquainted with their franchise opportunity. They will present to you their particular process and send you the Franchise Disclosure Document (FDD), which is a disclosure document for their franchise opportunity. This document is required by the Federal Trade Commission.  The procedure will be different for a non-franchise business opportunity, and we will discuss that as needed.
NOTE: You should feel free to consult with an attorney and an accountant before making a final decision. It is important to ensure that any professional you retain has an excellent background in and understanding of franchising. If they do not, then the process may be more costly and time-consuming while they do their research.
Step 6 – Discovery Day
Most franchisors offer a Discovery Day, where they will invite you to their location to view the operation for yourself. You will not only get crucial information for your decision, but you will get to meet the staff that will be providing your initial training and continuing support. While not a requirement of every franchisor, we encourage candidates to take advantage of a Discovery Day if it is offered.
Step 7 - Decision
You have taken all the necessary steps to help you make a well-informed decision. IF you have concluded that investing in a franchise is the best thing for you at this time, congratulations! You have joined the ranks of a very rare group, you have become a business owner.


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