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Investment-Grade Toolkit™

Don’t Just Read AboutInvestment-Grade Franchising™. Use It.

Tools to help you define what you want to build, evaluate opportunities, ask better questions and think beyond Unit One.

The toolkit

Six Tools. One Framework.

Each tool belongs to a stage of the journey. Start wherever you actually are.

Learn

Investment-Grade Brief™

Understand the philosophy and Five Filters.

Get the Brief
Define

Investment-Grade Ownership Profile™

Clarify what ownership should look like for you.

Build My Profile
Evaluate

Investment-Grade Franchise Scorecard™

Organize the evidence, questions and gaps around an opportunity.

Use the Scorecard
Go deeper — by stage and by audience
Scale

Investment-Grade Growth Map™

Think about the organization required beyond Unit One.

Explore the Growth Map
Existing owners

Investment-Grade Portfolio Scorecard™

Think more deliberately about the next deployment of capital.

Assess My Next Move
Capital groups

Investment-Grade Platform Scorecard™

Evaluate franchise opportunities through a platform lens.

Explore the Platform

Strategy Before Selection.

Buy Like an Investor.Build Like an Executive.Own Like an Entrepreneur.

Investment-Grade Franchising™ · Franchise Intelligence

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