Who this serves
Owners whose systems were chosen for them
We advise franchisees inheriting a franchisor's mandated platforms, business owners whose software estate has accumulated over a decade of one-off decisions, and firms preparing for the technology questions that now arrive with every renewal, audit, and cyber-coverage application. The work is translation and judgment: what the systems actually do, what they cost, and where the risk sits.
Service lines
What the practice covers
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Technology due diligence
Before you sign a franchise agreement or acquire a business: a plain-language review of the mandated technology stack, the fees attached to it, data-ownership terms, and what switching would actually cost.
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Systems & platform selection
Independent evaluation of CRM, booking, point-of-sale, and operations platforms — requirements first, vendors second, and no referral fees shaping the shortlist.
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Cybersecurity & data-risk review
A practical assessment of where your data lives, who can reach it, and how your posture matches what your cyber-insurance application claims — the gap that turns incidents into denied claims.
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Vendor & contract management
Renewal preparation, service-level review, and an organized record of what each provider owes you — so vendor conversations happen on your terms and your timeline.
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Digital presence & operations
Counsel on the web, scheduling, payments, and reporting layer of the business: what to modernize, what to leave alone, and how to sequence changes without disrupting the season.
The right questions
Questions we help you answer
- What does the franchisor's required technology actually cost me per year — and who owns my customer data?
- If we were breached tomorrow, would our cyber policy respond — or point to the application?
- Which of our systems would we choose again today, and which are simply habits with invoices?
- What should we ask a software vendor before renewal that we didn't ask before signing?
- Where does a modernization dollar do the most work in this business?