We start with a conversation about you — your goals, lifestyle, timeline, and financial expectations. This call helps us determine whether franchise ownership is the right path for you and what types of opportunities may fit best.

Next, you’ll complete the Zorakle assessment and a simple financial overview. This allows us to understand your motivations, personality, work style, and investment range so we can match you with franchises where you’re most likely to succeed.

In this session we take a deeper look at your goals — income expectations, time commitment, territory preferences, industries of interest, values, and long-term vision. By the end, we’ll have a clear picture of what the right franchise opportunity looks like for you.

Based on everything we’ve learned, I will present a curated group of franchise opportunities (typically 5–10 brands). We’ll review the business models, investment ranges, and growth potential so you can begin comparing your options with clarity.

Once you identify brands that interest you, I will introduce you directly to the franchisor’s development team. This begins the official discovery process and allows you to start learning about the business directly from the brand.

If financing is needed, we will begin exploring funding options such as SBA loans, retirement rollovers, or other financing solutions. My role is to help you understand your options and connect you with trusted funding partners.

Throughout the process, we meet regularly to discuss what you are learning and answer questions that arise. These conversations help you stay organized, compare opportunities, and move through the process with clarity.

You will speak directly with current franchise owners to hear their real experiences operating the business. These conversations provide valuable insight into day-to-day operations, financial performance, and the level of support provided by the franchisor.

Discovery Day is your opportunity to meet the franchisor’s leadership team and experience the brand firsthand. This is where both you and the franchisor confirm that the partnership is a strong mutual fit.

Once you’ve completed your research and feel confident in the opportunity, you can move forward with signing the franchise agreement. From there, the franchisor begins onboarding, training, and preparing you to launch your new business.