Franchise Due Diligence Services
Objective, commission-free analysis to help you make a smart, confident investment.
Every franchise buyer deserves the same level of rigor that Fortune-50 companies use when evaluating major investments.
These services are designed for people who are seriously exploring franchise ownership — whether you’re comparing options, reviewing an FDD, or preparing to sign.
Pricing is transparent and fixed, but determined based on your specific franchise and level of analysis needed.
Book a call to discuss scope and fit.
SERVICE 1
Franchise Opportunity Review
A comprehensive, independent evaluation of a specific franchise you’re considering.
This is the most common engagement for buyers who already have one franchise in mind and want a full, objective assessment before committing capital.
I review:
The franchise’s economic model
Item 19 financial performance claims
Variability hidden behind averages
Unit-level margins, break-even points, and payback periods
Capital requirements and hidden working-capital needs
Risks that are commonly downplayed during the sales process
Key operational drivers and assumptions
Territory economics and saturation issues
Probability-adjusted outcomes (best/mid/low cases)
You receive:
A clear, written analysis of the opportunity
A financial model you can use and update
Questions to ask the franchisor
Validation call guidance
A “go / slow / no-go” recommendation based on data
Best for: buyers with one specific franchise in mind who want disciplined, objective due diligence.
SERVICE 2
Multi-Brand Comparison
A structured, apples-to-apples comparison of 2–3 franchise options.
When you’re deciding between several franchises, the sales materials can make them all look strong.
This engagement cuts through that noise.
I compare:
Unit economics
Upfront and ongoing capital needs
Return profiles and payback timelines
Operational complexity
Support systems
Validation data
Risk factors
Territory models
Realistic failure scenarios
Long-term viability
You receive:
A comparative scorecard
A single consolidated model showing ROI differences
A strategic recommendation on which brand best fits your goals, risk tolerance, and financial profile
Best for: buyers weighing multiple options and wanting a disciplined, objective way to choose.
SERVICE 3
FDD Deep Dive + Item 19 Validation
A focused, expert review of the FDD and financial performance claims.
Most franchise buyers struggle to interpret the FDD (and the franchisor benefits from that).
This service brings clarity to the legal and financial disclosures that matter most.
I assess:
What’s in Item 19 — and what’s missing
Whether the numbers are realistic or misleading
Franchisee variability hidden behind averages
Key risks in Items 7, 8, 11, and 17
Territory and supply-chain issues
Litigation red flags
Financial reconciliation between Item 19 and Item 21 (corporate financials)
You receive:
A written summary of the FDD’s key insights and risks
Questions to ask the franchisor
A professional interpretation of the franchisor’s financial strength and incentives
Best for: buyers early in the process or unsure what to look for in the FDD.
SERVICE 4
Pre-Signature Due Diligence Session
A rapid, high-impact second opinion before you sign.
For buyers nearing a decision — especially those facing broker or franchisor pressure — this engagement provides a final, objective checkpoint.
We cover:
The viability of the model you’re about to invest in
Whether the economics match your expectations
Key assumptions that worry me
Questions you must resolve before signing
The risks you may not have considered
The gaps between the sales pitch and the numbers
This is a fast-turnaround engagement designed for people who need clarity now.
Best for: buyers approaching a signing deadline or looking for a last pair of expert eyes.
SERVICE 5
Validation Call Coaching (Optional Add-On)
Validation calls are one of the most misunderstood parts of the franchise process.
I help you:
Identify which franchisees to talk to
Avoid franchisor-directed “handpicked” chains
Ask questions that reveal margins, payback, and risks
Interpret vague or sugarcoated responses
Map responses against the model and FDD data
This dramatically improves your ability to get real insights from existing owners.
Best for: buyers unsure how to conduct validation calls or reading conflicting responses.
Ask the right questions. Get real insights. Avoid filtered answers.
How Pricing Works
Transparent, fixed pricing after scope is confirmed.
Every franchise has different complexity, FDD structure, and data availability.
Instead of offering cookie-cutter pricing, I scope your specific needs first and then provide a clear, fixed fee.
No retainers.
No hourly billing.
No commissions.
No upsells.
Just objective due diligence designed to protect your capital.
Before You Commit to a Franchise, Get Objective Clarity.
A strong franchise can create financial independence.
A weak one can set you back years.
The difference isn’t luck — it’s due diligence
Let’s evaluate your opportunity with the rigor it deserves.
Schedule your free evaluation session.