Free Franchise Guides

Practical, no-fluff PDFs written by senior franchise consultants. Enter your info once to unlock all three.

18-page PDF

The 2026 Franchise Buyer's Checklist

47 questions to ask before you sign anything

The exact due-diligence checklist we use with private clients. Covers FDD red flags, validation call scripts, royalty math, and the 12 questions most candidates forget to ask.

  • FDD red-flag checklist (Items 7, 19, 20, 21)
  • Validation call script with 14 questions
  • Royalty math worksheet — model your real take-home
  • 12 questions most buyers forget to ask
14-page PDF

How to Read an FDD in 90 Minutes

A senior consultant's order-of-operations for the 200-page document

The FDD is intimidating, but you don't need to read it cover to cover. This guide walks you through the only 5 items that decide whether a brand is worth pursuing — in the order to read them.

  • The 5 FDD items that matter (and 18 that don't, on a first pass)
  • How to spot a hidden earnings claim
  • The territory clause loopholes to watch for
  • What a 'good' Item 19 actually looks like
16-page PDF

Funding Your Franchise: 7 Options Compared

SBA, ROBS, HELOCs, partnerships, and more — costs and tradeoffs

Side-by-side comparison of every realistic funding path for a franchise purchase. Includes monthly payment math, qualification thresholds, and the hidden costs nobody mentions on the sales call.

  • SBA 7(a) — full process timeline + true cost
  • ROBS — using your 401(k) without penalty
  • HELOC, portfolio loans, partnerships compared
  • Monthly payment calculator template
12-page PDF

The Franchise Buyer's Glossary

Every term in the FDD, decoded in plain English

FDD, AUV, ROBS, Item 19, encroachment, royalty stacking — the franchise world is full of jargon that hides what's really being sold. This glossary defines every term you'll hit during discovery, in plain language with examples.

  • 100+ terms covering FDD, financing, legal, and operations
  • Plain-English definitions with real-world examples
  • Red-flag terms to watch for in agreements
  • Quick-reference format — searchable PDF

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