What we cover

The 8-Point Session

One focused hour — with one hour of research prep behind it — covering the decision areas most franchise buyers never fully examine.

Built for where you actually are in the process.

Whether you're early in research, mid-process with a specific opportunity, or already signed and looking for operational clarity — the session adapts to you. You set the agenda based on what you're most uncertain about.

Before we meet, I spend a full hour researching your specific franchise — the FDD, the brand's unit economics, franchisee turnover data, the territory you're considering, and the franchisor's litigation history. You get a prepared conversation partner, not a cold consultation.

The 8 topic areas below represent the framework I use. We may touch all 8 or go deep on 3 — whatever serves you most. Sessions are conducted virtually via video call and run approximately 60 minutes.

This is designed to be the conversation you can't get from anyone else in the process.

Book Your Session — $300

The 8 areas we examine

Each topic area comes from hard-won experience in both franchise ownership and exit.

01

Operations Reality Check

What does the day-to-day actually look like? We strip away the Discovery Day version and talk about what owning and running this type of business really demands of you.

02

Sales & Revenue Expectations

What are the real ramp timelines? What does the Item 19 financial performance representation actually say — and what does it not say? We decode the numbers.

03

Marketing: Corporate vs. Local

What does the franchise provide vs. what falls on you? Many franchisees are surprised by how much local lead generation they own. We set realistic expectations.

04

Hiring, Staffing & Growth

What does scaling actually cost? We talk through staffing models, the realities of hiring in your market, and what growth milestones look like beyond year one.

05

Franchisor Relationship Dynamics

Franchisors are your partner — and your landlord. We discuss what the relationship is really like, what support you can count on, and where franchisees often feel let down.

06

FDD Red Flags & Key Clauses

I'll walk through the specific FDD items most buyers underweight — renewal terms, transfer fees, territorial protections, and dispute resolution clauses.

07

Additional Revenue Streams

Are there adjacencies or add-on services within your agreement? Many franchisees leave money on the table by not exploring what's permissible within their territory.

08

The Personal Fit Question

This is the most overlooked area. Does this specific model match your personality, risk tolerance, financial runway, and lifestyle goals? We go there honestly.

Simple, transparent pricing.

No packages. No upsells. One session that delivers everything I have.

$300
per session
  • 60-minute virtual video session
  • 1 hour of dedicated research prep
  • FDD & brand review before we meet
  • Up to 8 topic areas covered
  • No upsell at the end
  • Your data never shared or sold

Book Your Session

Payment collected at time of booking. Virtual session link provided upon confirmation.