Schedule Consultation

To contact Terry Sullivan and set up your complimentary, no-obligation consultation, you have three options:

– Send an email to

– Complete this easy form
– Call Terry at 503 784-0939

Terry will respond to you within 24 hours or sooner.

Working Together/The Process

Here is an overview of our process together once we begin our first phone consultation:

Step 1 – Contact Us

There is no time like the present to see your options. The information you provide is kept confidential and is only used to provide you the best opportunities for your specific needs.

Step 2 – First Appointment

Terry Sullivan will contact you to set up an appointment to discuss your goals for owning a franchise. This will take about 45 minutes over the phone. Understanding your goals will allow us to find the best opportunity for you. We will set a follow up an appointment to present you with opportunities that fit your requirements.

Step 3 – Research

We take the information provided by you, research available franchises and match them with your goals. There are over 3,500 franchises and our goal is to identify the best 3-4 franchises that match your requirements.

Step 4 – Presentation

We present you with the opportunities that we have identified in our research. This meeting should accomplish two goals. First, if any of the opportunities are of interest to you, then we will arrange an introduction directly to the representative of the franchise. This will require that you complete and submit a confidential questionnaire to be supplied to the franchisor. The franchisor wants to know that you are financially qualified to purchase their franchise, that your timeframe to buy is within reasonable limits, and that your partners or family are in complete agreement with you buying a business. This does not obligate you in any way. It simply shows the franchisor that when you find the right opportunity then you are capable of buying it.

Second, this step will allow us to clarify your goals and needs identified in Step 2, sending us back through Steps 3 & 4. This may take place several times throughout the process.

It is important to remember that Terry is presenting you opportunities, but you must make the decision that is best for you and your family. Therefore, refining the criteria for the best opportunity for you is an ongoing process.

Step 5 – Introduction to Franchisor

For each of the opportunities that you have an interest, we will introduce you to the franchisor. The franchisor will send materials to help you become acquainted with their franchise. They will also send the Uniform Franchise Offering Circular (UFOC), which is a disclosure document for their franchise opportunity. The UFOC receipt should be signed and returned immediately.

Step 6 – Review of the UFOC

We will discuss the items that are contained in an UFOC; in particular items that you should pay close attention. You should then review the UFOC in complete detail, writing down any questions or concerns for discussion with the Franchisor. The UFOC will contain a list of franchisees and contact information.

Step 7 – Call Franchisees

The franchisor should provide you a list of several franchisees for you to call to ask questions about the franchise. Obviously, the franchisor is going to give you a list of franchisees that are successful and have positive things to say about the franchise. The reason for calling these references is that you want to ask them why and how they became successful. Then, you can determine if you can do the same things that they did to be successful.

Step 8 – Consultation with Attorney and Accountant

You should always consult with an attorney and an accountant before making a purchasing decision. It is important to ensure that both people have a good background in franchising. If they don’t, then the process may cost you more than you needed to pay while they do their research.

Step 9 – Attend a Discovery Day

Most franchisors have a Discovery Day, where they will invite you to their location. You will not only receive crucial information for your decision, but also have the chance to meet the staff that will be providing your initial training and continuing support.

Step 10 – Decision Time

You have taken all of the steps up to the door, and now you must open it. Decision time. Congratulations – you have decided to buy a franchise. You have become a “Frantrepreneur”, a cross between a traditional entrepreneur and a modern franchise owner. A person that possesses the desire to be a business owner, but does not want to recreate the wheel.