Main Financial Leader & 
Mentor for Franchisees
As the central figure guiding and mentoring our franchisees, 
I ensure their financial success and our company's overall growth. Many franchisees come from blue-collar backgrounds and struggle with complex financial concepts. Leveraging my experience, I simplify these concepts and foster trust. I build deep relationships with each franchisee, becoming deeply involved in both their business and personal finances.

Before joining the franchisor team, I turned around my own franchise with minimal financial guidance. This experience equipped me to offer franchisees tailored analysis and continuous support, ensuring they avoid mistakes and maximize profitability.
financial mentor
I mentor franchise owners through regular consultations, helping them achieve financial success and stability. This involves diving deep into their sales and expenses, setting short and long-term goals, and providing clear, actionable guidance.
personal meetings
I travel to host one-on-one in-person meetings with franchisees, create custom video presentations, and craft detailed charts and reports to educate and guide them. My ability to understand their language and balance their emotions is key to effective mentorship.
growth plans
I develop growth plans for each franchisee, guiding them through ups and downs with a flexible and firm approach. My deep relationships with franchisees are built on trust and a thorough understanding of their business and personal finances.
strategic adjustments
I make strategic adjustments to operations, including pricing changes, scheduling tweaks, and territory modifications. These adjustments are based on a comprehensive understanding of each franchisee's financial situation and overall business operations.
cash flow management
I maintain a detailed understanding of each franchisee's income and expenses, providing tailored advice. I oversee and help them prepare for seasonal cash flow changes, balancing their business needs with their personal financial goals.
hard conversations
I manage tough discussions with franchisees about their business performance, addressing problems head-on while balancing their emotions. My authoritative guidance, rooted in personal experience, helps them stay focused and motivated to overcome challenges.
SAMPLE VIRTUAL MEETINGS:
In this video, I reviewed last year's targets and goals with the franchisee, pinpointing where they missed their objectives. I provided detailed specifics, down to items sold, with comparisons to other technicians and notes on missed targets.
In this video, I walked a new franchisee through his income and expenses, explaining his net profit and the monthly fee structure for franchise operations.
In this video, I applauded the franchisee for their achievements and set an ambitious target to keep them motivated. I highlighted their strengths and areas for improvement.
MORE EXAMPLES:
I pulled the data and manually created a 3-year side-by-side comparison of the main parts sold. I broke it down to an average per house to show the franchisee exactly where his sales were declining. I traveled to Florida to explain this and other finances in person.
I conducted a deep analysis of a franchisee's sales, breaking down parts sold per house, three-year trends, and closing rates. This guidance, provided in Virginia, resulted in a 50% sales increase the following year.
I conducted a full audit of a franchisee's books to show him the excessive spending that led to decreased cash flow. I traveled to Georgia to host this meeting.
I showed a franchisee how they were consistently missing their sales targets. I followed this up with a detailed analysis and plan with targets for them to move forward and succeed.
I traveled to New Jersey to address underperforming add-on routes. By developing a tailored plan, I helped the franchisee set up better monitoring and training, aiming for improved performance.
I manually created this to show a franchisee how his top-line sales compare to two other very similar franchisees. Providing real numbers helps to make potential opportunities tangible and understandable.
Many franchisees do not understand their monthly fees, as they vary and can be complex. I broke out a chart clearly showing a franchisee his fixed fees during a Zoom meeting.
I reviewed all of a franchisee's personal expenses to help him and his partner work out a new payroll and expense structure. I guided them to a better-fitting structure, keeping their partnership alive, which benefits the franchisor as a whole.
I helped a franchisee evaluate the profitability of his add-on franchise. The technician he hired to run his second truck was performing poorly, and I showed the owner this, so he could work with the employee to increase his sales.
I analyzed two years of parts sold, breaking it down by quantity and dollar amount to show where to focus efforts. This dual analysis helps franchisees understand both the volume and value aspects of their sales.
I showed a franchisee their gross income vs. expense comparisons for 2 years. I pointed out that although his sales increased, so did his expenses. He was asking where all of his money went, and I clarified this over Zoom and then in person.
I served as the liaison between a new franchisee and our team, helping the new franchisee establish his initial payroll and business expenses.
I showed a franchisee the bills and loans he was failing to make payments on, explained the causes (decrease in parts sales and overspending), and provided a detailed breakdown and plan.
I demonstrated the benefits of small business by comparing personal income and business expenses for a franchisee, helping him understand the financial dynamics at play.