Resources

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.

Featured guide

Escape Corporate

The Executive's Guide to Investigating Franchise Ownership

A practical framework for experienced professionals considering a move from corporate leadership into business ownership. Use it to examine the business model, economics, ownership role, risk, scalability, and the life you want the business to support.

Define what ownership needs to accomplish before comparing brands.
Separate revenue claims from expenses, capital needs, and potential profit.
Build decision rules that leave room to proceed, pause, reconsider, or walk away.

Get the free guide

PDF · 34 pages

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.

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 Hub

Complete checklist

Franchise Evaluation Checklist

Track the owner fit, operating model, economics, validation, agreements, and unresolved questions behind one opportunity.

Use the checklist

Document review

FDD Review Checklist

Organize the major disclosure areas, record questions by Item, and prepare for legal and accounting review.

Review the FDD

Conversation planner

Validation Call Planner

Prepare consistent questions for current and former franchisees and capture patterns across conversations.

Plan the calls

Side-by-side worksheet

Opportunity Comparison Scorecard

Compare up to three opportunities against the same owner-fit, operating, financial, and validation criteria.

Compare opportunities

Financial preparation

Funding Calculator

Explore potential funding capacity before treating any specific franchise investment as a fit.

Use the calculator

Guided 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 journey

Franchise Ownership Blog

Complete articles about owner fit, financial diligence, FDD review, and franchisee validation.

Read the Blog

When 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