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The 10 Franchise Buyer's Checklists

Every stage of buying a franchise — from first research to exit. Check items off as you go; your progress saves automatically.

Download all 10 as one PDF
Checklist 1 of 10

Personal Readiness & Self-Assessment

Before you look at a single brand, answer these questions honestly.

33 items · 4 sections
Checklist 2 of 10

Financial Preparation & Funding

Get your financial house in order before evaluating any opportunity.

45 items · 6 sections
Checklist 3 of 10

Researching & Evaluating Franchise Brands

Narrow the field intelligently before falling in love with any concept.

31 items · 4 sections
Checklist 4 of 10

Reviewing the Franchise Disclosure Document (FDD)

The most important document in the entire process — read every word.

46 items · 6 sections
Checklist 5 of 10

Franchisee Validation Calls

The most valuable research you will do — talk to people who are living it.

38 items · 4 sections
Checklist 6 of 10

Legal Review & Franchise Agreement

Your attorney is not optional — this section requires professional guidance.

48 items · 7 sections
Checklist 7 of 10

Site Selection & Lease Negotiation

For brick-and-mortar concepts — location is a make-or-break decision.

36 items · 3 sections
Checklist 8 of 10

Discovery Day Preparation & Evaluation

Go to evaluate — not to be recruited.

39 items · 6 sections
Checklist 9 of 10

Pre-Opening Preparation

Everything that must happen between signing and opening day.

62 items · 7 sections
Checklist 10 of 10

Opening Day & First 90 Days

Survive the opening, build the foundation, establish the rhythms.

62 items · 7 sections