Franchise Discovery Standard Operating Procedures SCHEDULE A CALL Step 1 - Meet with a Broker We discuss the type of business you are interested in and your background, goals, passion, & strengths. Step 2 - Funding Discover your financial options and begin the process of funding. Step 3 - Presentation Compare the selected franchises and their history, background, and pros / cons. Step 4 - Research Review the different franchise options using the tools, documents and your broker’s guidance. Step 5 - Franchisor Intro Meet with each selected franchise to learn more about the business. Step 6 - Due Dilligence Conduct validation meetings with existing franchisees and review the franchise legal document (FDD). Step 7 - Discovery Day Meet the franchisors in person for a day in the life experience and in-depth review of the business. Step 8 - Franchise Owner Franchise is approved, funding is complete, and contracts are signed. Congratulations!
