The Matching Process
From "I think I want to own" to opening day.
A five-phase advisory framework that protects your capital, sharpens your conviction, and gets you to the right business — not just any business.
PHASE 01
Discovery
Confidential conversation about lifestyle, capital, family structure, time horizon, and legacy goals.
- Capital & financing review
- Lifestyle & schedule fit
- Family dynamics & roles
- Time horizon & exit
PHASE 02
Assessment
Structured profiling to identify whether you fit owner-operator, semi-absentee, or executive-model franchising.
- Skills & operating style
- Risk tolerance
- Territory analysis
- Category alignment
PHASE 03
Matching
Curated short list — typically 3–5 brands — from a vetted universe of 800+ franchise systems.
- Unit-economics screening
- Leadership quality review
- Validation framework
- Territory availability
PHASE 04
Vetting
Deep diligence on each finalist: FDD review, Item 19 modeling, validation calls, and trusted referrals.
- FDD & Item 19 review
- Validation interviews
- Franchise attorney intro
- Lender & CPA intros
PHASE 05
Launch
Award, territory, financing, and a structured runway into ownership — with strategic advisory through year one.
- Award & territory selection
- Financing facilitation
- Pre-opening playbook
- Ongoing advisory