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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:

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


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


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


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

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.
-
Steve Beagelman
President & CEO -
Ed Gaubert
CFO & Finance Strategist -
Joanne Hoyer
VP of Franchise Development -
Dawn Abbamondi
VP of Marketing & Brand Dev -
Frank Closurdo
Dir. of Business Development -
Teddy Fine
Creative Director -
James Mowery, CFE
Chief Technology Officer -
Bob Silzle
COO & Operations Strategist -
Ken Moran
Dir. of Franchise Operations -
Fern Piazza
Market Research & Real Estate -
David Stein
Franchising Licensing Manager -
Barbara Luciani
Franchise Coordinator
Testimonials
“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.”
“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.”
SMB News
- Before International Expansion, Put Care Into Support and Planning Franchise Times _________________
- Steve Beagelman with SMB Franchise Advisors Franchise Marketing Radio _________________
- How to Build a Better Franchise Franchise Times _________________
- How (And When) To Franchise Your Business Forbes _________________
- Private Equity: More Art Than Science Franchising World _________________
- Rebranding TLC: Timing, Laying Groundwork, Communication Restaurant Business _________________
- Award-Winning Deal Makers: K9 Resorts and SMB Franchise Times _________________
- Idaho ranks high in economic study for state performance and future growth; franchises look to expand in state Idaho State Journal _________________
- Franchise Advisory Councils with Steve Beagelman Social Geek Radio _________________
- Fresh Ideas That Are Revitalizing Franchising Entrepreneur _________________
- Cobranding Part 1: Will It Work For Fast Casuals? Fast Casual _________________
- Bright Ideas - Many Franchisees Have Them Franchise Times _________________
- Franchisors Join Forces To Pitch Business Concepts South Florida Business Journal _________________
- Franchisees Now Make Multiunit Ownership Their Mission Wall Street Journal _________________