TRUSTED RESOURCES
Every resource you need.
Personally vetted.
One of the most valuable things about working with Milestone Franchising is that you don't just get a consultant you get a concierge. From your first conversation through the day you open your doors, I connect you with the right professionals at the right time, all personally vetted and trusted.
Understanding your financing options.
There are numerous lending products available for franchise and small business ownership and not all of them are created equal. When evaluating financing options I always guide candidates toward products that meet three important criteria:
Avoid high interest rates
The right product protects your cash flow from day one without excessive interest burden eating into your margins.
Avoid personal collateral
The best franchise financing products don't require you to put your home or personal assets on the line.
Closes within a month
Speed matters when a franchise opportunity is on the table. The lending products I work with are structured to close quickly — typically within 30 days.
Rollover for Business Startups (ROBS)
A ROBS allows you to use existing retirement funds to invest in a franchise or small business without taking a taxable distribution or paying early withdrawal penalties. It can be a powerful funding tool.
A word of caution: Many candidates have spent a lifetime building their retirement savings. ROBS puts those funds directly into your business and if the business struggles, so does your retirement. This option deserves serious, careful consideration and the guidance of a qualified financial advisor before moving forward.
Know the rules before you start.
These are the government resources every franchise candidate should be familiar with not because they make for exciting reading, but because understanding the regulatory landscape protects you.
Federal Trade Commission (FTC) — Franchise Buyer's Guide
The FTC regulates franchise sales and requires franchisors to provide a Franchise Disclosure Document before any sale. Their consumer guide to buying a franchise is required reading. It explains your legal rights as a prospective franchisee and what to look for before you sign anything.
Read the FTC franchise guide →Small Business Administration (SBA)
The SBA has supported small business owners since 1953. Providing access to capital, counseling, and contracting opportunities. SBA loans are one of the most common financing vehicles for franchise purchases and understanding their programs early in the process is worth your time.
Visit the SBA →Small Business Development Centers (SBDC)
SBDCs are a free resource funded by the SBA that provide local business advisory services. From business plan development to financial analysis and market research. Every state has multiple SBDC locations and the guidance is genuinely useful, particularly for first-time business owners building their financial projections and understanding their local market.
Find your local SBDC →The professionals you need,
already vetted and ready.
Part of what makes working with Milestone Franchising different is that you're never left to find the right professionals on your own. I've spent years building a trusted network of service providers who understand the franchise world and are committed to doing right by their clients.
Every professional in this network has been personally vetted over years of working together.
Franchise attorneys
FDD and franchise agreement review before you sign anything. Non-negotiable and always available through my network
Strategic CPAs
Franchise-experienced accountants who help with proforma development, tax planning, and financial structure from day one
Outsourced HR & PEO
Professional employer organization services with access to top-tier benefits packages and enterprise-level HR support for small business owners
Business insurance
Business liability and workers' compensation coverage tailored specifically to franchise ownership requirements
Payroll services
Reliable payroll infrastructure from day one so you can focus on running your business, not processing checks
Business credit building
Building business credit on your EIN. Separate from personal credit and is one of the smartest moves a new franchise owner can make. An 8–12 month process that opens doors to better financing options down the road.
Learn more →Need an Introduction?
Whether you need a franchise attorney, a CPA, or business credit guidance reach out and I'll connect you with the right person.