A step by step guide of how we plan to take care of your life’s legacy and work

01

Consultation (Week 1)

Personalized Discussion: We begin with a no-obligation consultation to understand your business, your goals, and your concerns. This helps us determine if Franklin Alliance is the right fit for you.​

Confidentiality Assurance: We ensure that all shared information remains confidential and is used solely for the evaluation process.​

Consultation - Franklin Alliance

02

Business Evaluation (week 2)

Comprehensive Review: Our team conducts a thorough evaluation of your business. We analyze your financials, operations, market position, and growth potential.​

Fair Valuation: We use this information to make a fair and informed offer, ensuring transparency and clarity throughout the process

Business Evaluation - Franklin Alliance

03

Customized Proposal (week 2 - 3)

Tailored Strategy: Based on our evaluation, we present you with a personalized proposal. This includes our offer and detailed plans on how we intend to grow your business while preserving its legacy.

Interactive Feedback: We discuss the proposal with you, incorporating any feedback to align with your vision and goals.​ We pride ourselves on our flexibility and want to structure a deal based on your goals and preferences.

Customized Proposal - Franklin Alliance

03

Agreement and Due Diligence (week 4 – 16)

Diligence: We ask for a variety of data about your business ranging from financial to operational in order to figure out the best ways we can help you to grow. In addition to that, we'll come and visit you! Meeting in person is a huge part of our process and we'd love to spend a couple of days with you in person and get to know you on a personal level.

Agreement and Due Diligence - Franklin Alliance

04

Deal Finalization (week 16 – 20)

Finalizing the Deal: If you decide to move forward, we work together to finalize the agreement ensuring all terms are clear and mutually beneficial.

Finalizing the Deal

05

Transition Planning

Seamless Handover: We develop a comprehensive transition plan that works for you and your employees, minimizing disruption to daily operations.

Operating Plan:  We work with you and your team to figure out the best growth plan for the business. We plug in our Franklin Alliance resources when necessary and get to the fun part of working to grow your business.

Employee Integration: We focus on maintaining morale and clarity for your employees, providing them with the support and information they need during the transition

Transition Planning - Franklin Alliance

06

Implementation and Growth

Strategic Execution: Once the transition is complete, our team implements the growth initiatives outlined in our proposal.

Technology Integration: We introduce cutting-edge technology and processes to enhance efficiency and drive innovation.​

Continuous Improvement: Our approach is iterative, continuously refining strategies to ensure optimal performance and growth.​

Implementation and Growth - Franklin Alliance