THE CONSULTING PROCESS

PROCESS OVERVIEW

Smart Franchise Investing helps clients structure a franchise strategy based on the uniqueness of their situation and what they find most compelling as to brand, culture and operating models in order to attain their goals.

STEP 1 – DEFINING YOUR DREAMS

I have been in the business and franchising space for over 30 years. Most of that time was spent working with senior executives of franchises of all sizes and industries. I have also spend a good deal of time with franchisees as a guest speaker at franchisor annual conferences. Time and time again I’ve noticed one key attribute that great franchise owners’ share – a strong sense of self-awareness. It can be a daunting task to truly understand yourself and the opportunities your talents, interests, and wealth can create. My experience and knowledge in franchising enables me to match you with franchise options that will help you reach your goals. I am always transparent and honest with you as to not waste your time and to ensure that where you end up has a solid foundation based on who you are.

STEP 2 – EXPLORING THE SYSTEM

Once we determine your capabilities and the franchise type that fits your lifestyle, the next part of our journey is exploring the industry. With over 3,500+ registered franchise companies available in the marketplace, determining the right one can certainly seem intimidating. I am very fortunate to have a wealth of resources at my disposal to help pre-screen these franchises. I have taken an enormous amount of time to learn the details on many of the most recognized and successful franchise companies in every industry whether it is retail, food, automotive, personal service, property services, fitness, and so much more.

FRANCHISING 101

60-minute LIVE Webinar

Join Marty Greenbaum, franchise consultant, as he answers the most important questions to those new to the franchise buying process

  • What do I need to know about franchising before I buy?
  • What does a smart franchise investigation look like?
  • How do I know what specific franchises are right for me?

STEP 3 – REFINING THE PASSION

The reality is that some franchises are amazing, some are mediocre, and some could perform much better than they currently are. Working with me as your guide will give you the opportunity to understand what to look for in evaluating your options and will make – what could be – a difficult process more manageable. Together, we will determine the best ways to articulate your interests and how they would mesh with potential franchises. I will empower you with a wealth of knowledge about the various territories and industries you may be entering. Ultimately, I will serve as an ambassador for you and bring you into the franchise world educated and ready to make informed decisions.

STEP 4 – LAUNCHING YOUR DREAMS

The final part of our journey together gives you a chance to dive further into our “short list” of franchises that we have selected together. We will then determine which one is your best choice by interacting with a multitude of industry experts from legal advisors, financial advisors, other franchisees, the franchisor, and even the competition. You will have the ability to examine documents like the Franchise Disclosure Document, that provides an overview of each individual franchise and allows you to understand the options you have to finance your business in an efficient manner. At the end of the day, you will have made a choice that fits your interests, skills, and objectives. Most importantly, you will have the frameworks necessary to evaluate your opportunities and be confident in your decision.

DOWNLOAD MY

CLIENT GUIDE

I’ve created a simple, 7-page guide that walks you through the stpes in working with me. It also included a Q&A page to answer some of the most frequently asked questions that people have when working with me.

Use the button below to download the guide in PDF format.

CONFIDENTIAL QUESTIONNAIRE (CQ)

To help you, I need to get to know you and you need to get to know yourself too. That’s why you’ll be submitting a comprehensive questionnaire that you and I will review together. Click the button below to submit your CONFIDENTIAL QUESTIONNAIRE (CQ) and please be sure to follow the instructions:

Enter the password: franchisenow (all lower case – no space)
Enter my name where indicated: Marty Greenbaum
Enter my email where indicated: marty@smartfranchiseinvesting.com

The CQ will uncover your relevant experience, values, attitudes, and interests, as well as your financial resources available to invest in a business.

You’ll find submitting your CQ to actually be enjoyable – the questions on the CQ will force you to think about some very important aspects of owning a business you may not have seriously thought about!