Investing in Franchises – Session One

By Rick Ormsby
Managing Director
[email protected]

I talk with franchise investors all the time. Most of them are private equity companies looking to invest in restaurants or career-changing executives who want to start their own company. Invariably, our conversations revolve around a two-session discussion to help them identify their interests and narrow their criteria to several select brands that will help them focus on where they want to invest.

Session One is more general in nature, and below is a sample of questions we like to ask. Maybe you’ll enjoy these questions too:

  1. What are your Top 3 favorite franchises?
  2. What attributes do you like about certain restaurant concepts?
  3. Why do you want to own restaurants?
  4. What is your vision for the next 2 yrs? 5 yrs? 10 yrs?
  5. What are your investment requirements?
  6. What style of investor are you – distress, value, growth?
  7. Do you want to buy an existing platform or grow something from the ground up?
  8. Do you like real estate or not? Why?
  9. How is your team organized?
  10. Where do you get funding? Limitations?
  11. What is the process for making decisions on acquisitions?
  12. What role do you expect to play in management and operations?

The answers to these questions help in the navigation process of Session Two, which will be covered in a separate white-paper. At Unbridled Capital, we specialize in helping investors in the identification and acquisition of franchises. Call us anytime – we’d be happy to help you.

Rick Ormsby
Managing Director
[email protected]