Signature resource
9-Week Investigation Hub
Follow the complete investigation from goals and industry orientation through comparison, validation, financial modeling, and decision.
Open the 9-Week HubResources
Practical tools for a disciplined investigation.
Use the checklists and worksheets on this page immediately. Each one is readable online, keyboard accessible, and printable or savable as a PDF.
Decision tools
Do the work, then keep the evidence.
These are working resources, not links disguised as tools. Open one, complete it on screen, or print it for your investigation file.
Complete checklist
Franchise Evaluation Checklist
Track the owner fit, operating model, economics, validation, agreements, and unresolved questions behind one opportunity.
Use the checklistDocument review
FDD Review Checklist
Organize the major disclosure areas, record questions by Item, and prepare for legal and accounting review.
Review the FDDConversation planner
Validation Call Planner
Prepare consistent questions for current and former franchisees and capture patterns across conversations.
Plan the callsSide-by-side worksheet
Opportunity Comparison Scorecard
Compare up to three opportunities against the same owner-fit, operating, financial, and validation criteria.
Compare opportunitiesFinancial preparation
Funding Calculator
Explore potential funding capacity before treating any specific franchise investment as a fit.
Use the calculatorGuided resources
Choose the next step that matches your question.
Your Ownership Journey
A private 15-minute intake to clarify goals, capacity, operating preferences, and questions.
Begin your journeyFranchise Ownership Blog
Complete articles about owner fit, financial diligence, FDD review, and franchisee validation.
Read the BlogWhen the worksheet raises a bigger question
Bring the question, not a polished answer.
A 15-minute initial conversation can help determine whether a deeper investigation would be useful.
Schedule an initial conversation