The Process

Getting started! STEP #1 - #3

1. Collect info on the concept

2. Analyze the franchisability of the concept

3. A one-hour presentation on franchising


I can start the process of registering your trademark if need at this point.


These first three steps can be done in one day! 

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Step #4 FDD Analysis and Franchisor Report

This task takes about four days. Here I will analyze six or seven similar franchise systems and their Disclosure Documents. The report is usually around 12-14 pages and explains what other franchisors are charging, requiring of their franchisees, offing their franchisees regarding support, and terms of the actual agreement.

Step #5 Build Franchise Operations Manuals

This step takes from a few weeks to a couple of months and requires good communication. 


I usually need the most help with the SOP (Standard Operating Procedure) section of the manual. Any existing documentation that can assist me with this will speed up the process.


I typically break up the manuals into:

  • Pre-Opening manual (Help to get the location open)
  • Operations manual (How to run the business)
  • SOP Guides (Standard Operating Procedures)

If needed I can develop a branding guide and Social media Guide.

Step #6 Create a Franchise Agreement (Contract) and FDD

This step takes another few weeks. It will tie back into the operations manual.

I am not a franchise attorney even though I have developed and read many Franchise Agreements and Disclosure Documents. Laws can change from time to time and location to location. By not having a lawyer write it, only review it, can save around $20,000!

Step #7 Set up sales and Recruitment Process

This will take a couple of days but only a few hours per day. If you have multiple people you wanted to be trained, we would have to set up a time we could all do a remote training session. This will include all the documents and email template. 

I will help you find the right people and avoid legal pitfalls when talking to potential franchisees. 

Step #8 Internal Systems

I can assist you in this as you grow. The larger you are, the more advanced the systems should be. We can start with the ones you will need from the beginning. There is more information about this in my presentation. 

Technology and communications are key to a Franchisors' success.