Franchise readiness
Franchise Readiness Process
Our step-by-step approach to assessing whether your business is prepared to franchise — from discovery through final report.
How we assess franchise readiness
Every engagement follows the same core sequence, adapted to your sector and timeline. This page describes our flagship Readiness Assessment process. Territory Planning and Disclosure Review follow related but shorter pathways.
Discovery and scoping
We start with a 90-minute call at our Melbourne office or via video. You walk us through your business history, current locations, ownership structure, and franchise intentions. We identify which documents you already have and what site access we need.
Within five business days you receive a scope letter confirming deliverables, timeline, and fixed fee.
Site observation
We visit at least one operating location — typically your busiest or most representative site. We observe a full service cycle, interview the store manager, and note where procedures diverge from documentation. We do not announce our visit in advance to staff beyond what you require for access.
Document and financial review
We assess training manuals, recipes, supplier agreements, POS reports, and any draft franchise materials. We build a franchisee P&L using your actual cost data and test whether proposed royalties leave adequate margin for a competent operator.
Findings workshop
Before writing the final report, we present preliminary findings in a half-day workshop. You and your key team members can challenge assumptions and prioritise fixes. This step prevents surprises in the written deliverable.
Final report and follow-up
You receive a written report with prioritised action items, effort estimates, and a candid readiness verdict: proceed, proceed with conditions, or defer. A 60-minute follow-up call within 30 days is included to answer questions as you implement changes.
Typical timeline
| Phase | Duration |
|---|---|
| Scoping | 1 week |
| Site visits | 1–2 weeks |
| Document review | 1–2 weeks |
| Findings workshop | 1 day |
| Final report | 1 week |
Total: 4–6 weeks from signed engagement to final delivery.
What to prepare before we start
- Last 12 months P&L for each operating location
- Any existing operations manuals or training materials
- Draft disclosure document if one exists
- List of roles and responsibilities at each site
- Your target franchisee profile and recruitment timeline