Our Process

We work with our financial services clients as partners. Together we develop clear, practical action plans, and support or run the implementation of those plans to ensure real and sustainable performance improvement.

01.

The first stage is the most important and is introspective. If we get this right everything falls into place. We ask a lot of questions to understand your personal, professional and financial goals; your skillset, strengths, time commitment – anything that is important in launching and running a business successfully. We get there by a short questionnaire and 1 hour consult/interview.

02.

In stage two, we create a personal business model. The franchise business model is essentially what your perfect brand would look like. We then compare it to the leading franchises to identify a handful of brands that match your profile. We will then share the concepts with you and introduce you to the ones that resonate the most. We have an innate bias to simple models in industries we believe will be around for the long haul. I avoid fads, “hot brands” and businesses that are not Amazon-proof.

03.

The third step is due diligence and discovery – it’s when you learn about all the aspects of a franchise.
It is a methodical approach to exploring franchise ownership. During the discovery phase, which takes about 45-60 days, you will speak with the franchisor, review documents, and speak to franchisees. We will speak regularly and we will provide insights, insider info, resources, and tools to help you maximize the due diligence process.

Testimonials

Mark helped me greatly to find the right franchise for me. He has the ability to understand the entire person, from skills and aspirations to personality and values. He has a wealth of knowledge of every step of the process and guided me effectively, suggesting the key items to look for and ask about. I would rate him at “expert” in the field of selecting the right franchise.

Roberto M.

Mark was a pleasure to work with. He was able to guide me through the process and assisted in answering all my questions. Mark was a great liaison between myself and the franchise; he was fair, honest and transparent and that is what I needed to buy my franchise!

Bill T.

If you are wanting to find the best franchise for you and want the best help in doing so, reach out to Mark. I didn’t know anything about how to determine or find the right franchise for me so I sought out a franchise consultant. Mark not only was consistent in meeting with me (via phone and email), but he also walked me through every part of the process and used his industry experience to make sure I made the right turns. He’s full of suggestions as well as advice to make this a seamless and exciting process. Trust me, there are a lot of franchise consultants out there but none that I found were as helpful and consistent as Mark.

Randall R.

Determining that it is the right time and then finding the right franchise to buy is a daunting time/task. Mark was a great resource for me. In a personal and friendly manner, Mark helped me work through both the analysis that franchising might be right for me and then through the process of vetting several options he brought to me. Several months later I can say that Mark’s advice was right on point, the steps and processes he pushed me to were efficient and effective and through all of that he was patient, not pushy and always an engaged partner. I am thankful we connected when we did.

Michael W.

I really enjoyed working with Mark. He really took the time to learn who I was, and what my financial goals were before we ever talked about a franchise option. He provided coaching and resources to help vet through the options. No pressure from him to buy into a particular business, just guidance and a voice of reason.

Jason W.

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