Checklist 2 of 10

Franchise Buyer Checklists

Financial Preparation & Funding

Get your financial house in order before evaluating any opportunity.

What's inside

45 items across 6 sections:

  • Credit & financial profile (8)
  • Liquid capital assessment (8)
  • SBA loan preparation (10)
  • ROBS — 401(k) rollover preparation (if applicable) (8)
  • Home equity financing (if applicable) (5)
  • Funding stack planning (6)

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