Build a plan that’s actionable in 90 days and scalable for 36 months

Franchise business plan development: A franchise business plan is not a glossy PDF for the bank. It’s your operating playbook, what we’ll do in the next 90 days, what must be true by month 6, 12, 24 and 36, and how each step ladders up to profitable, repeatable growth. The reality: no plan survives unchanged. That’s why we design living plans with quarterly checkpoints, rolling forecasts and clearly owned KPIs.

Our approach blends two proven disciplines:

• Milestone-based planning that tests assumptions early and redirects investment fast (a “discovery-driven” method built around stage-gates and learning loops).
• Rolling financial forecasts extending 12–18 months so you can re-plan with market changes instead of waiting for next year’s budget cycle.

At the same time, most lenders and investors still expect 3–5 year financial projections in a formal plan: we include those, while keeping the operating roadmap focused on 36 months so execution stays practical.

What we cover (and make real)

1) Vision → Strategy (Weeks 1–2)

• Founder story & brand promise that franchise buyers can rally behind.
• Competitive moat: why we win in our category across 1, 5 and 50 units.
• Expansion thesis: single-unit, multi-unit, master/area developer, when and where.

2) Economics that scale (Weeks 1–4)

• Unit economics: cost to open, ramp model, weekly breakeven, 12-month P&L.
• Franchisor economics: fee architecture (initial/royalty/marketing/tech), support costs, unit-support capacity model, franchisor P&L.
• Sensitivities (rent, COGS, labor, media) and “guardrails” for approval.

3) The franchise offer (Weeks 2–5)

• Ideal franchisee profiles (owner-operator, multi-unit, area developer).
• Territory design & development schedules.
• Training, tech stack, supply chain, and field support levels by unit count.

4) Recruitment engine (Weeks 3–6)

• Lead sources & budgets (brokers, portals, paid search/social, PR, events).
• Funnel math (CPL → application → discovery → close) with target conversion.
• Discovery process, validation choreography, and compliance touchpoints.

5) Operations readiness (Weeks 4–8)

• 90-day opening playbook, brand standards, and local-store marketing (LAM).
• KPI dashboards for franchisees and franchisor (unit EBITDA, mystery shop, NPS, labor %, COGS %, royalty health).
• Risk register & corrective-action framework.

6) 36-Month Roadmap (with quarterly reviews)

• Month 0–3: Recruit first operators, finalize supply & training, open Pilot #1.
• Month 4–6: Pilot #2, validation stories, recruiter enablement, PR proof.
• Month 7–12: 4–8 total openings, national lead gen v1, field support cadence.
• Month 13–24: Multi-unit deals, master/area exploration, ops v2, tech upgrades.
• Month 25–36: Country/region roll-outs, performance marketing at scale, brand partnerships, and readiness for capital events.

Why this structure works: it treats the plan as a test-and-scale system, you invest in speed to learning first, then in speed to growth. It’s how top franchisors compress time to validation and lower cost-per-close.

The deliverables you get

• Executive Narrative (10–15 pages): vision, category insight, strategy, and milestones a banker or investor can digest in one sitting.
• 36-Month Operating Plan with quarterly OKRs/KPIs and owners.
• Financial Model: unit and franchisor P&Ls, ramp curves, cash needs, sensitivities, and 3–5 year projections for lenders/investors.
• Recruitment & Validation Plan: funnel, budgets, scripts, discovery-day flow, reference pathing, and first-cohort success program.
• Territory & Development Map: market sequencing and capacity planning.
• Risk & Compliance Checklist: staged legal/doc readiness integrated with growth (we coordinate with counsel).

Our process (fast, collaborative, transparent)

• Download & Diagnose: Data and interviews with founders, finance, ops, marketing.
• Design Sprints: Two working sessions: (a) economics & offer, (b) go-to-market & support model.
• Model & Roadmap: We build the financials, KPI tree, and 36-month plan.
• Review & Lock: One iteration cycle; align on budgets, hiring, and milestones.
• Quarterly Steering: We sit on your cadence calls to keep the plan live.

What’s different about an FMS plan

• Built for action (first 90 days crystal-clear).
• Built for change (quarterly re-plans + 12–18 month rolling forecast).
• Built for capital (investor-ready projections and dashboards).
• Built for franchising (recruitment + validation + operations all integrated).

Optional add-ons (plug-and-play)

• Brand & recruitment audit; identity refresh; EUIPO/UKIPO name screens.
• Digital funnel build (site + ads + CRM + automations).
• First-cohort “Success Program” (weekly KPI coaching, LAM packs, PR).
• U.S. market entry module (positioning, FDD/legal coordination, visa guidance).