Tools, Guides, and Frameworks for Serious Franchise Buyers

Tools, Guides, and Frameworks for Serious Franchise Buyers

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.

Resources for Before You Begin Your Franchise Journey

Get Matched to Great Franchises

Take five minutes to answer these questions and our proprietary AI will e-mail you instant matches.

Over the next 24 hours, a human will reach out to discuss your goals in more detail and potentially provide an updated list of franchises based on your feedback.

Get Your Franchise Matches

This is a 22 question survey that will take 5-10 minutes to complete.

Once it is submitted, you will be emailed potential franchise matches from our proprietary AI.

Personal Readiness

Work Preferences

Long Term Goals

Personal Questions

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time.

Financing

Franchises are friendly with SBA loans. There is even a registry of pre-approved franchises the banks feel comfortable with loaning money for. You typically need to pay 20-30% of the loan as a down payment and have $40-50k left over in some form of liquid asset to qualify.

You can get personal loans for up to $150k if you have great credit
The other thing I want to mention is retirement investing- there are programs to rollover retirement savings into an investment account that invests into your franchise tax free and then, if you choose to set it up this way, the earnings of your business go into a retirement tax deferred vehicle. We Can NOT match you to franchises without this information. So knowing that and if we found your perfect franchise…

1)How much you are willing to invest, 2)How much liquid capital you have, and 3)Your net worth are all filters franchises use to decide if they will accept a franchisee.

What's Your Why?

Free Copy of "The Complete Guide to Finding the Right Franchise"

Written in the style of the bestseller, "The E-Myth"

Take the Free 90 Minute Franchising 101 Course

5 Easy to digest lessons to lay the groundwork for your franchise journey

Watch the Free Webinar

"How To Find the Perfect Franchise That Builds Long-term Wealth Without Getting Stuck in Analysis Paralysis, or Months of Wasted Time"

Join the Exclusive "Future Franchise Owner" Community

Speak with other franchise researchers and share your experiences!

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The Tracer Franchising Podcast

Presented by Josh Emison at Tracer Franchising, we take a deep dive into the franchising world. Interviews with franchisors and franchisees, reflections on the world of franchising, and expertise from professionals this is your one stop shop to prepare you to own your own franchise one day.

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The Tracer Franchising YouTube Channel

If you prefer consumes your information on YouTube, we have a channel for you as well. Everything in the podcast with a video attached!

Books to Read

Business

“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


Franchising:

“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 (Research Report)


Proprietary Tracer Resources

Franchise Matching Workbook

Our Tool Will Review Your:

🧠 Personality

🧠 Goals

🧠 Values

🧠 Core Competencies

🧠 Customers you want to serve

🧠 Your sales strengths and weaknesses

🧠 Demand in your area

🧠 Past roles

The Free Research App

Our App Provides

💡 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

Take the Free 90 Minute Franchising 101 Course