For franchisees & operators

Open the location.
Know the numbers.

Before you commit capital, know the market, the location and the numbers behind the opportunity. Optegra sits on your side of the table, from the first franchise you buy to the next five sites.

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01First-time franchisee 02Multi-unit operator 03The roadmap

Where you are today

Your first unit,
or your next five.

Pick the one that sounds like you. Each comes with the five questions we hear first, and how we answer them.

Corporate executive leaving employment, entrepreneur, investor or family business owner weighing a first franchise purchase.

Am I about to make a $300,000 mistake?
  1. 01

    Is this franchise actually a good opportunity?

    How we answer it

    Independent opportunity evaluation and franchise due diligence.

    The worry

    Not knowing whether the numbers and the brand can be trusted.

  2. 02

    How much money will I really need?

    How we answer it

    Startup costs, working capital and honest financial projections.

    The worry

    Running out of cash before the unit reaches break-even.

  3. 03

    I don’t understand the FDD.

    How we answer it

    Plain-language FDD guidance, with clear boundaries on what belongs to your attorney.

    The worry

    Hidden fees, obligations and risks buried in 23 disclosure items.

  4. 04

    Where should I open?

    How we answer it

    Site selection with demographic, traffic and competitive analysis.

    The worry

    One bad location could destroy the entire investment.

  5. 05

    Can I finance this?

    How we answer it

    A bank-ready business plan and financial model built for lenders.

    The worry

    SBA and bank approval requirements feel opaque.

Our promise

Before you commit capital, know the market, the location and the numbers behind the opportunity. Optegra sits on your side of the table.

Evaluate a franchise opportunity

The franchisor’s team works for the franchisor. We work for you, from the first conversation to the signed lease.

23

Disclosure items in every Franchise Disclosure Document, with at least 14 days before you can sign.

Source: FTC Franchise Rule, 16 CFR 436

The roadmap

From first look
to opening day.

The same six steps whether it is your first unit or your fifteenth. Only the scale changes.

  1. 01

    Evaluate

    Independent due diligence on the brand, the system and the numbers it shows you.

  2. 02

    Understand

    The FDD in plain language, alongside your franchise attorney.

  3. 03

    Choose the market

    Market prioritization and territory analysis before you commit to one.

  4. 04

    Score the site

    Demographics, traffic, competition and co-tenancy, scored side by side.

  5. 05

    Prove & fund it

    A site-specific model and a bank-ready plan built for lenders.

  6. 06

    Sign & open

    Tenant-side lease negotiation and a clean handoff to legal, design and construction.

Services for franchisees

The opportunity, the site
and the lease.

See all services

The next decision should be clear

Know before
you sign.

Bring us the opportunity you are weighing or the markets you are eyeing. We’ll tell you what the numbers and the sites actually say.

Start a conversation

Wherever you are starting from:

  • From first-time buyer to confident operator.
  • From one working unit to a funded rollout.
  • From a shortlist of sites to a signed lease.
  • Across Michigan, the U.S. and international markets.