Growth
Early due diligence for a franchise opportunity
Ask about legal standing, economics, territory, operations, supply, training, and support without relying on promises.
A franchise decision should rely on documents, testable assumptions, and appropriate professional advice. Promotional material is not a substitute for due diligence.
Decisions to align
Use these prompts to begin the conversation. Adjust the depth of review to your organization’s risk, scale, and requirements.
- Franchisor identity, brand rights, documents, territory, and term.
- Investment, recurring fees, working capital, sales assumptions, and sensitivity.
- Operating model, location, staff, equipment, supply, quality, and compliance.
- Training, support, marketing, reporting, renewal, transfer, and termination.
Working evidence to retain
Concise records help the team understand earlier decisions, control changes, and review outcomes without relying on memory.
- Official documents and receipt dates.
- A financial model with sourced assumptions and several scenarios.
- Questions, written answers, and unresolved points.
- Independent legal, financial, technical, and operational review notes.