Advisory Services
Dear Monday offers a single private advisory engagement focused on helping prospective franchise buyers evaluate risk before capital is deployed and long-term obligations are assumed.
Every engagement is handled directly and independently. The analysis is not influenced by the brand, the broker, or whether the deal moves forward.
Franchise Ownership Risk Review
$2,750
You are close to a franchise commitment.
The brand feels right. The numbers appear workable. The process has been thorough: validation calls, Discovery Day, materials reviewed and re-reviewed.
Before the agreement is signed and the capital moves, this engagement provides what the franchise process is not designed to give you: an independent examination of the risk, obligations, assumptions, and ownership realities attached to the decision you are about to make.
This is not franchise consulting.
This is not coaching or confidence-building.
This is not affiliated with any franchisor, broker, or placement network.
This is disciplined, independent analysis before the commitment becomes irreversible.
Appropriate When
This engagement is designed for prospective franchise buyers who:
• Are close to signing a franchise agreement or funding the investment
• Have completed the discovery process but want independent scrutiny before committing
• Are working with a broker or franchisor development team and want analysis not tied to the outcome
• Have a spouse, partner, or household financially exposed to the decision
• Feel the momentum building and want to examine the decision more critically before moving forward
The Engagement Includes
Pre-Session Intake
A structured submission covering the franchise opportunity, proposed investment structure, funding plan, validation findings, and unresolved concerns. The intake is designed to ensure the engagement begins with analysis, not orientation.
90–120 Minute Private Advisory Session
A working session focused on the areas that carry the greatest ownership risk: FDD review, Item 19 interpretation, funding structure, validation findings, operational assumptions, owner-role fit, and household financial exposure.
The goal is not to determine whether the franchise is exciting. The goal is to determine whether the decision is structurally sound.
Franchise Ownership Risk Report
3–4 pages delivered within 5 business days
A written assessment outlining where the primary risks exist, what may have been overlooked, and what conditions would need to be true for the decision to hold over time.
The report concludes with a direct advisory recommendation:
Proceed · Pause · Renegotiate · Walk Away
The Follow-Up (Optional)
$900
If the Risk Report surfaces conditions worth negotiating: FDD terms, franchise agreement provisions, Item 19 assumptions, or funding structure adjustments — this session works through what to do next and how to approach it.
Available exclusively to clients who have completed the Franchise Ownership Risk Review.
Engagement Process
All engagements begin with a confidential intake form to assess fit, urgency, and scope.
Following intake review, qualified clients receive a formal engagement invitation with next steps. Time-sensitive decisions such as active signings, pending funding deadlines can be accommodated.
Included With Every Engagement
Before You Sign
Every Franchise Ownership Risk Review includes access to Before You Sign — a four-part independent buyer education series designed to help prospective franchise owners better understand the areas most often misunderstood inside the franchise process.
Modules include:
• The franchise discovery process
• Understanding the FDD
• Item 19 and financial representation analysis
• The ownership realities most buyers examine too late
Included with every engagement.
A $97 value.
The Checklist — Before You Commit to a Franchise
Sit with these questions honestly before you sign:
What does Item 19 actually show … and what does it leave unanswered?
Have you spoken with franchisees who left the system, not just the ones provided for validation?
What percentage of your net worth will this investment represent, and what happens to your household if revenue is slower than expected for the first 12–18 months?
Are you personally guaranteeing debt that could outlive the business itself?
Do you understand the difference between system-wide averages and what your unit economics may realistically look like in your market?
What is your actual role inside this business, and is that the ownership life you thought you were buying?
Have you reviewed the litigation history in the FDD with the same attention you've given the financial performance section?
What would cause you to exit this franchise, and what would that exit actually cost?
If some of these questions don’t yet have clear answers, that’s not necessarily a reason to stop.
It’s a reason to examine the decision more carefully before you commit.