Franchisor Foundation Tier
Franchisor Foundation Tier
Franchisor Foundation Tier
You’re still managing the finances yourself, or relying on a bookkeeper who can tell you what happened but not what it means. You know something’s off, but you’re not sure where. Cash timing feels inconsistent. You’re making expansion decisions on instinct instead of information. The good news: you can build the foundation before it becomes urgent.
Includes support for:
✓ Monthly unit-level P&L
✓ Multi-entity reporting
✓ Monthly cash flow visibility & cash controls
✓ Monthly CFO advisory call
✓ Async support
✓ Clear path to Growth tier
Most clients start with books that need work. The first 60 days focus on cleanup, chart of accounts restructuring, and getting a real financial picture before we build anything on top of it.
📍 Starting at $3,000/month
Final scope determined after Discovery Call.
Franchisor Growth Tier
Franchisor Foundation Tier
Franchisor Foundation Tier
You’ve proven the model works. Now you’re making decisions that carry real weight: new locations, leadership hires, lender conversations. You need someone who can translate the numbers into a clear point of view, not just report them back to you.
Includes everything in Foundation, plus:
✓ Franchise system KPI design and performance visibility
✓ Budgeting and forecasting to support measured expansion
✓ Compensation and incentive modeling for growing leadership teams
✓ Leadership-level financial insight tied to system performance
✓ 13-week cash flow forecasting
✓ Unit economics development and Item 19 data preparation
✓ Bank and lender reporting pack for expansion financing
✓ Annual in-person strategic planning session aligned to budgeting and goal-setting cycles
📍 Starting at $6,000/month
Final scope determined after Discovery Call.
Franchisor Scale Tier
Franchisor Foundation Tier
Franchisor Scale Tier
You’re not asking whether the system works anymore. You’re asking what it’s worth and how to position it for the right capital partner or exit. That requires a different kind of financial partnership. One that’s been building toward this moment since the beginning.
Includes everything in Growth, plus:
✓ Advanced forecasting and scenario planning
✓ EBITDA optimization and recast financials for capital positioning
✓ System-wide franchisee performance analysis & benchmarking
✓ Board and investor meeting preparation and financial narrative support
✓ M&A due diligence preparation and recast financials
✓ Capital-ready financial models and investor or lender reporting
📍 Starting at $8,500/month
Final scope determined after Discovery Call.
Scale engagements include a retainer plus success fee structure, aligning with your capital or exit outcomes.
Who GrowthWise Is Built For
A franchisor with 8 corporate locations who knows the unit economics don’t quite add up but can’t pinpoint where the margin is going. Franchisee conversations are coming. The numbers need to be ready.
A multi-unit operator with 4 locations who is ready to open a fifth but wants to make sure the model actually supports it before signing another lease. The last thing they need is to scale a problem.
A wellness brand founder who has been running everything through QuickBooks but has never had a real balance sheet. They’re starting to get questions from a potential capital partner and don’t know where to start.
An emerging ZOR heading into FDD season without clean Item 19 data. They know what they want to show prospective franchisees. They just need someone who can build it honestly.
