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Steve Beagelman, President and CEO, with the SMB Franchise Advisors team
SMB Franchise Advisors CFO and Finance Strategist Ed Gaubert with clients Jason and Steven Parker of K9 Resorts franchise
SMB Franchise Advisors President and CEO Steve Beagelman with client Josh York, founder and CEO of GYMGUYZ franchise

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Franchises We’ve Helped Grow

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About Us

Are you ready to franchise your business? Are you searching for a trusted team who will guide you through the entire franchising process. Then, without skipping a beat, continue helping you navigate franchise sales, franchise operations, franchise systems and franchise marketing. Since 2009, SMB has helped over 300 brands turn into franchise. We have held executive level positions at established brands but remember being part of a start up system. We really get to know your business, how it works and provide insight to help you develop your franchise company - leading franchise owners to join you in your brand.



Services

SMB Franchise Advisors is focused on helping you franchise your business. We build the framework, documents and materials needed to successfully begin offering your brand to franchise candidates and welcoming new franchise owners to your system.

We focus on Four Pillars to support franchisors in franchise brand development:

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Franchise Creation

  • Guidance and support to create Franchise Disclosure Document (FDD) with your franchise attorney
    • Assistance selecting a franchise attorney
  • Conduct a competitive study of potential franchise competitors
  • Partner in developing:
    • Initial Franchise Fees
    • Royalty Fees
    • Brand Development Fund
  • Assessing brand growth strategy and recommended territory structure
  • Gather and package necessary information for attorney to prepare FDD
  • Ongoing dialogue and review of FDD draft through to completion
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Marketing, Branding
and Sales

  • Website content for franchise lead generation
  • Brochure for the brand’s franchise opportunity
  • Discovery Day (Virtual or In-person) presentation
  • Create content for Franchise Sales – Owner Opportunity signage
  • Brand standards basics for new owners
  • Sales Compliance Process for validation, disclosure and documentation
  • Review options for lead generation, SEO and media to generate leads
  • Guidance on choosing marketing strategies for launch and expansion
  • Trade Show booth design such as backdrop and banners
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Operations
& Training

  • Establish franchise training standards
  • Design a comprehensive operations manual for your brand
  • Training Program development
  • Onboarding guidelines for new franchise owners
  • Compliance development and implementation
  • Franchisee relations
  • Franchisee support systems assessment
  • Convention and business meeting planning
  • Franchisee validation studies
  • Review existing operations manuals and training programs
  • Rewrite/update existing operations and training manuals
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Financial Services

  • Review and assess financial performance of the corporate unit(s)
  • Develop Financial Performance Representation for your brand
  • Create guidelines for Liquidity and Net Worth requirements for new franchisees
  • Establish framework for Chart of Accounts
  • Private Equity transactions
  • Design, implementation and counseling for accounting systems and procedures
  • Profitability, variance and trend analysis
  • Chart of Accounts and internal controls
  • Assessment of business financing needs
  • Budget preparation and monitoring
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Our Team

The members of the SMB team have been recognized as innovative, proven leaders in both business growth and execution. That is what SMB Franchise Advisors can do for your business:

  • Increase the knowledge.
  • Leverage the experience.
  • Strengthen the relationships.
  • Headshot of SMB Franchise Advisors President and CEO, Steve Beagleman

    Steve Beagelman

    President & CEO

    Steve Beagelman

    President & CEO
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  • Headshot of SMB Franchise Advisors CFO and Finance Strategist, Ed Gaubert

    Ed Gaubert

    CFO & Finance Strategist

    Ed Gaubert

    CFO & Finance Strategist
  • Headshot of SMB Franchise Advisors Director of Franchise Development, Joanne Hoyer

    Joanne Hoyer

    Dir. of Franchise Development

    Joanne Hoyer

    Director of Franchise Development
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  • Headshot of SMB Franchise Advisors Marketing and Brand Development, Dawn Abbamondi

    Dawn Abbamondi

    Dir. of Marketing & Brand Dev

    Dawn Abbamondi

    Director of Marketing & Brand Development
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  • Headshot of SMB Franchise Advisors Director of Business Development, Frank Closurdo

    Frank Closurdo

    Dir. of Business Development

    Frank Closurdo

    Director of Business Development
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  • Headshot of SMB Franchise Advisors Creative Director, Teddy Fine

    Teddy Fine

    Creative Director

    Teddy Fine

    Creative Director
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  • Headshot of SMB Franchise Advisors Creative Director, Teddy Fine

    James Mowery, CFE

    Chief Technology Officer

    James Mowery, CFE

    Chief Technology Officer
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  • Headshot of SMB Franchise Advisors COO and Operations Strategist, Bob Silzle

    Bob Silzle

    COO & Operations Strategist

    Bob Silzle

    COO & Operations Strategist
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  • Headshot of SMB Franchise Advisors Senior Advisor, Colette Bell

    Colette Bell

    Senior Advisor

    Colette Bell

    Senior Advisor
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  • Headshot of SMB Franchise Advisors Market Research and Real Estate, Fern Piazza

    Fern Piazza

    Market Research & Real Estate

    Fern Piazza

    Market Research & Real Estate
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  • Headshot of SMB Franchise Advisors Franchising Licensing Manager, David Stein

    David Stein

    Franchising Licensing Manager

    David Stein

    Franchising Licensing Manager
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  • Barbara Luciani

    Barbara Luciani

    Franchise Coordinator

    Barbara Luciani

    Franchise Coordinator
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Testimonials


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We found that we were challenged on the franchise development side of our business. We needed an experienced outside person to help us make sense of what was happening. Steve and his team quickly came to understand both our business and our personnel and that understanding was evident in the results. We have implemented his team's suggestions and have found improvement at all levels. Joseph Schumacher, CEO - Goddard Systems

Lawn Doctor was fortunate enough to retain SMB Franchise Advisors to assist us in the evaluation of our internal processes and resources. Steve and his team are seasoned franchise executives with a unique chemistry and skill set mix that added value well beyond the original project scope. They know franchising inside and out and took the time necessary to fully understand the key drivers in our business model in order to make the most relevant recommendations. SMB goes a step further in that they can assist you in the implementation of the solutions they propose. If you are looking for an outside resource to give you a competitive edge, SMB Franchise Advisors can help. Scott D. Frith, CEO - Lawn Doctor, Inc.

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