A structured FDD-review worksheet pointing to the specific financial-performance and turnover items to check, and a franchisee outreach process, instead of generic ‘do your research’ advice.
A structured FDD-review worksheet points you straight at the red flags to check, instead of reading a dense disclosure document with no idea what matters.
Backed by a 30-day money-back guarantee. If it is not useful, we will refund it, no questions asked.
Franchise disclosure documents (FDDs) run over 100 pages, and buyers need a structured way to evaluate and compare options instead of relying on how the opportunity is pitched.
This worksheet walks through the sections that matter most: checking whether the FDD’s Item 19 includes real financial performance data, comparing total fees against the franchisee turnover and termination numbers in Item 20, and a structured way to reach out to current and former franchisees directly, since former franchisees will tell you what the FDD won’t.
We built this after noticing most franchise buyers read the pitch deck closely and the FDD barely at all. This worksheet points you at the specific FDD sections and outside conversations that actually reveal the red flags.
— DaveWays
Item 19 (financial performance) and Item 20 (turnover) instead of ‘read the whole FDD.’
Compares fees against franchisee turnover, not just the pitch.
A process for contacting current and former franchisees directly.
Does this replace legal review of the FDD?
No, this is an evaluation worksheet to use before or alongside legal review, not a replacement for it.
What if a franchise won’t provide Item 19 data?
The worksheet flags that as a caution point to weigh against other franchises that do provide it.
Can I use this to compare multiple franchises?
Yes, fill out one worksheet per franchise and compare them side by side.
Franchise Evaluation Worksheet (Free Preview) — download a condensed version free, no purchase required, to see if it's a fit before you buy.
Franchise Evaluation Worksheet is $16.99 USD, one-time payment, instant delivery, no subscription. Covered by our 30-day money-back guarantee. See our refund policy and terms.
