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.

Slide Free resource FREE RESOURCE CONSULTATION AND MATCHMAKING PROCESS At Smart Franchise Investing, we have a great process for helping people understand the franchise due diligence process and determine those franchise options that make the most sense for them. This document outlines that process and should be used as a resource as you are working with us so you can make the most of our FREE franchise consultation and matchmaking services. It’s also recommended that you share this document with your spouse or a partner that may be involved in your decision making process. DOWNLOAD Slide The Now Massage FEATURED FRANCHISE THE NOW MASSAGE The NOW is a boutique massage studio and lifestyle brand that provides a space to escape the daily pressures of life. Founded on the idea of being in the moment, The NOW fills the void in the market for a high-quality, affordable massage in a serene setting—without the need to commit to the whole spa experience. From soothing add-ons, to crystal healing, to herbal heat therapy, clients enjoy a customizable luxury experience that doesn’t break the bank. LEARN MORE The Now Investment: $414,850 - $692,600
Franchise Fee: $60,000
Royalty: 6%
Locations: 16 open / 100 sold Slide FEATURED FRANCHISE NAUTICAL BOWLS FEATURED FRANCHISE NAUTICAL BOWLS Consumers are increasingly seeking healthier eating options and Nautical Bowls has what they’re looking for - fresh açai bowls that are organic, dairy-free, gluten-free and plant-based with no refined sugars. They serve up bowls in two minutes or less packed with superfoods containing essential vitamins and nutrients. With a truly unique product offering, low-cost investment, and highly profitable business model, Nautical Bowls is strongly positioned to be the next healthy fast-casual leader. LEARN MORE NAUTICAL BOWLS Investment: $150,000 - $250,000
Franchise Fee: $30,000
Royalty: 6%
Locations: 7 open / 29 sold Slide HELLO GARAGE FEATURED FRANCHISE HELLO GARAGE Let’s face it, for most people, the garage is the home’s true front door. So, at Hello Garage, their mission is to transform garages and create remarkable customer experiences — they elevate the garage from cluttered junk drawer to America’s true front door. The possibilities for residential garage transformation are endless, but the Hello Garage franchise currently focuses on concrete floor coatings, storage cabinets and accessories like slat wall and lighting. LEARN MORE HELLO GARAGE Investment: $118,309 - $159,679
Franchise Fee: $49,500
Royalty: 6%
Locations: 29 open / 100 sold Slide FREE CHECKLIST FREE RESOURCE THE ULTIMATE FRANCHISE BUYERS CHECKLIST New to franchising and not sure how to best investigate a franchise opportunity? Not all franchise companies are created equal and not all franchises are the right fit for you. My Ultimate Franchise Buyers Checklist breaks your investigation down into logical categories and provides you with the specific questions to ask and things to look for when buying a franchise. I welcome you to download our FREE CHECKLIST and urge you to read this document BEFORE making a decision to buy a franchise. DOWNLOAD Slide PREMIER MARTIAL ARTS FEATURED FRANCHISE PREMIER MARTIAL ARTS Founded in 2004, PMA is the leader in the martial arts industry due to its; low start up costs, proven documented systems, strong leadership, successful franchise owners, and exceptional unit level economics. PMA is focused on teaching children lessons of success such as; focus, discipline, respect, confidence, leadership, etc. Helping them become good citizens, increasing their focus, getting physical exercise, and obtaining goals. LEARN MORE PREMIER MARTIAL ARTS Investment: $108,476 - $318,237
Franchise Fee: $49,500
Royalty: 7%
Locations: 175 open / 632 sold Slide TEAMLOGIC IT FEATURED FRANCHISE TEAMLOGIC IT Virtually every small business in the country depends on technology to operate – computers, email, security, data backup, networks, and more. When their technology stops working, so does their business. TeamLogic IT franchisees provide comprehensive outsourced IT services to small and medium-sized businesses. Services include everything from simple maintenance and repair for very small businesses, all the way to complex computer and network solutions for larger sized customers. LEARN MORE TEAMLOGIC IT Investment: $110,000 - $175,000
Franchise Fee: $45,000
Royalty: 7%
Locations: 236 open

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.