Planning your 2nd, 3rd, or 4th location without a structured framework is how expansions fail. Most owners pick a location on gut feel, underestimate buildout costs by 40%, and walk into an SBA meeting without projections. This agent replaces the $5,000-$15,000 expansion consultant with an 8-module planning system covering everything from market validation to SBA loan package prep. ## What's included - **MARKET** — demographics profile (3-5 mi radius), competition density, drive-time cannibalization model, Market Opportunity Score (0-100); Go / Conditional Go / No-Go recommendation - **SITE** — score and compare candidate sites on 8 objective criteria (visibility, traffic, parking, neighbor mix, lease terms, condition, demographics, lease economics) - **LEASE** — Letter of Intent review, occupancy cost % vs industry benchmarks, escalation clause analysis, exit-clause red flags - **PL** — full 24-month P&L with three scenarios (conservative / base / optimistic); industry-standard ramp assumptions; break-even month projection - **HIRING** — hiring timeline so GM is onboarded 6 weeks before opening; line cook / stylist / mechanic ramp by role - **BUILDOUT** — line-item budget by trade (general, MEP, finishes, FF&E); permitting critical path; 15% contingency baked in - **FRANCHISE** — readiness assessment (systems, brand, unit economics, capital); company-owned vs franchising decision framework - **SBA** — Form 1919, business plan structure, 5-year projections, personal financial statement prep, common rejection reasons - **Cannibalization model** — built-in customer overlap math by drive-time band (5/8/12/20 min); estimates net new revenue vs. cannibalized - **5 expansion failure modes addressed** — undercapitalization, wrong market, cannibalization blindness, staffing gaps, rejected SBA applications ## Limitations - **NOT a real estate broker** — surfaces criteria and red flags; site tours, negotiations, contracts via licensed broker - **NOT an accountant** — generates P&L framework + tax considerations; CPA finalizes filings + Schedule C - **NOT a franchise consultant** — readiness assessment is starter; actual FDD review needs franchise attorney - **NOT a guarantee of SBA approval** — improves package quality + identifies rejection risks; underwriting stays with the lender - **U.S.-focused** — SBA, Pell, FDD frameworks are U.S.-specific; international expansion needs in-country counsel ## Best fit Restaurant, retail, salon, med spa, gym, and auto service owners with 1-3 existing locations generating $300K-$5M/yr, planning location 2-4 within 6-24 months. Especially valuable in the pre-broker, pre-CPA, pre-SBA phase — the planning work an expansion consultant charges $5K-$15K to deliver, done at your pace before you're committed. At $29/mo, recovering even one cannibalization-blind site decision pays for the agent for 20+ years.
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