Franchise success doesn’t start with the brand — it starts with the research.
This page is packed with tools, checklists, and insights to help you dig deeper, stay organized, and make better decisions.
No paywall. No fluff. Just the kind of resources other brokers don’t want you to have.
“The E-Myth” by Michael Gerber
“The Personal MBA” by Josh Kaufman
“What Your CPA Isn’t Telling You” by Mark Kohler
“Profit First” by Mike Michalowicz
“The Educated Franchisee” by Rick Bisio
“The Wealthy Franchisee” by Scott Greenberg“
"4 Most Common Mistakes made by franchise buyers”- Short pamphlet by Raintree Franchising
Private Equity in Franchising (this was a report generated by ChatGPT so check the resources when researching PE that owns the brands you are looking at. AI still hallucinates)
🧠 Goals
🧠 Values
🧠 Core Competencies
🧠 Customers you want to serve
🧠 Your sales strengths and weaknesses
🧠 Demand in your area
🧠 Past roles
💡 The right questions to ask at each stage
💡 One place to take and store all your notes
💡 Coaching prompts and reminders
💡 Industry insights, red flags, and benchmarks to compare
💡 How to uncover the financial potential of a franchise
💡 What can and can't be negotiated with a franchisor