You’ve mastered the art of helping policyholders steer through the storms of property damage. You’ve built a business – maybe you’ve even grabbed a copy of Claim Your Success that Chip Merlin and I wrote and are using it to whip those operations into shape! You’ve seen the potential in this industry, and perhaps, as your business grows, you’ve started looking out at the horizon, wondering, “What’s the next big voyage?”
For many successful public adjusting business owners I’ve had the pleasure of consulting with, that thought often turns to one powerful word: Franchising.
It makes sense, right? You’ve built a proven system. You’ve got a brand people trust. Why not multiply that impact, that expertise, that success across more territories? But here’s where the calm waters often turn choppy. While you know public adjusting inside and out, the intricate process of building a franchise system – the legal charts, the financial currents, the operational blueprint for others to follow – that’s a whole different kind of navigation.
I’ve had countless conversations with brilliant public adjusting business owners who were exploring this very path. They had questions about the legal setup, the cost, how to package their unique way of doing things, and whether they were truly ready for that leap. And honestly? I saw a real gap in straightforward, realistic guidance specifically for them. Most franchising books are too general, and most public adjusting resources don’t touch on franchising at all.
That’s why I felt compelled to take the plunge and write this mini-book.
I’ve spent my career, since 1996 anyhow, immersed in helping public adjusting businesses run like well-oiled machines. From co-founding ClaimWizard to developing frameworks like the 7Seas of Business and earning certifications like Fix This Next Certified Advisor, Clockwork Certified Partner, and Trainual Certified Partner, my focus has always been on building solid operations, increasing efficiency, and achieving sustainable growth.
And while I haven’t personally built a public adjusting franchise system before now (I’ve been busy helping your businesses!), I’ve guided clients through the complexities of franchising in other service-based worlds, like retail and home services. I’ve seen firsthand the process of packaging a business system for others to follow, both from consulting with the builders (the franchisors) and understanding the journey of those investing in one (the franchisees). This unique blend of deep public adjusting operational knowledge and practical experience with the process of franchising in similar industries is what drives this book. I understand the business you have, and I understand the system you need to build.
So, I’m thrilled (and maybe a little relieved, after finishing the manuscript!) to announce my new Kindle ebook, “How to Franchise Your Public Adjusting Company: The Realistic Roadmap to Scaling Your Expertise,” is now live on Amazon!
This book is your comprehensive guide if you’re a successful public adjusting business owner exploring franchising. It doesn’t sugarcoat the journey; it provides the realistic roadmap you need to see if this is the right path for you. Inside, we tackle the big stuff:
- How to assess if your current business is built on a foundation strong enough to be a franchise blueprint.
- Navigating the complex legal waters of the FDD and Franchise Agreement (and why you absolutely need a good lawyer!).
- The real financial commitment involved – the fees you’ll charge, and the significant investment you must make to build the system.
- Packaging your operational magic (those documented workflows!) into manuals and training programs others can follow.
- Building the franchisor support team and leveraging technology as your command center.
- Finding and selecting the right captains to join your growing fleet.
Here’s the secret, though. Even if, after reading this book, you decide franchising isn’t your destination right now – perhaps the time or investment isn’t right – the principles we cover are still incredibly valuable. The steps to becoming “franchise-ready” are, hand-in-hand, the steps to building a more systematized, efficient, scalable, and resilient public adjusting business, period. You can use this roadmap to strengthen your current operation, regardless of future franchising plans.
Ready to explore this potential next chapter?
Special Offer for Kindle Unlimited Subscribers: You can read the entire ebook for FREE!
And for those who love the feel of a physical map, the softcover edition is charting its course and will arrive on Amazon soon.
I poured decades of experience and countless client conversations into this guide. My hope is it gives you the clarity and the realistic roadmap you need to make the best decision for your business’s future.
Let me know your thoughts once you dive in! Fair winds!

