Practical downloads, built around the buying decision.

Franchise Buying Checklist

A 47-item due-diligence checklist covering FDD review, validation calls, financing, territory analysis, and operations.

SBA Loan Application Workbook

What to gather, in what order, and what lenders actually want to see. Includes a personal financial statement template and a sample use-of-proceeds.

Owner Readiness Self-Assessment

Financial, operational, and personal readiness scoring. Pairs with the online quiz; this version is printable for couples and partners.

Territory Evaluation Template

Drive-time, demographics, competition, and registration-volume proxies. The framework professionals use, in a spreadsheet you can fill in.

Validation Call Script

The 22 questions to ask existing franchisees during validation calls — organized so you actually get useful answers instead of marketing.

Annual Operating Plan Template

A simple, defensible annual plan: revenue model, staffing plan, marketing calendar, and monthly KPI targets.

FDD Reading Guide

A guided walkthrough of the 23 items in a Franchise Disclosure Document, with red-flag callouts and the questions to ask before signing.

First 90 Days Playbook

Week-by-week priorities for new owners: staffing, local launch marketing, vendor setup, and reporting cadence.