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

How would you rate your risk tolerance? *

How hands-on do you want to be in the business? *

Work Preferences

What kind of work are you best at and enjoy? (Pick 2) *

What type of customer do you prefer working with? (Pick up to 3) *

What sales style suits you? (Pick as many as you are open to) *

Do you care if the business is “sexy” or cool? *

I want my business to be based out of: (pick as many as your are open to)

The type of employees I am open to: (Pick as many as you are open to)

Long Term Goals

Which of these is most important to you? *

How long do you plan on holding the franchise? *

What is your desired exit size for the business? *

Personal Questions

First Name *

Last Name *

Email *

Phone *

What zip code do you want this franchise to be in? *

What jobs have you done/are doing that you enjoyed and excelled at? *

Optional: LinkedIn Profile Link

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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.

Imagine you found a franchise that you love and hits all your financial and personal goals. How much of your own capital are you willing to invest into the franchise? *

How much in liquid assets do you have? (Anything you can liquidate within 1 months, includes retirement) *

What is your networth? *

What's Your Why?

Why are you considering owning a business? What are you hoping to accomplish with your new freedom, better salary, or big exit? *

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

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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"

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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.