The independent analyst in your corner
Optegra Advisors helps multi-unit operators expand without improvising. We handle franchise development and brokering, FDD disclosure and compliance, territory structuring, site selection, and the underwriting that has to stand up to a lender. Franchise growth is a sequence of irreversible decisions — where to open, what to sign, when to commit. We are the people who tell you where to open, and where not to.
What we do
Six disciplines, one path from intent to signed deal
Franchise Development & Brokering
FDD disclosure and compliance, territory grants, multi-unit development structuring, franchisor–franchisee matchmaking.
Site Selection & Real Estate Advisory
Data-driven site evaluation and full-cycle tenant and landlord representation, through our real estate affiliate.
Business Planning & Underwriting
Financial modeling and underwriting support built for lender and investor scrutiny.
Regulatory & Compliance Advisory
FTC Franchise Rule compliance, state registration tracking, disclosure timing management.
Territory & Market Strategy
Market mapping, cannibalization screening, and territory planning for multi-unit operators.
Marketing & Brand Development
Digital marketing and brand strategy for client engagements and owned concepts.
Structure
Advisory and execution, kept separate on purpose
Optegra Advisors is the advisory practice. Real estate execution runs through our affiliate, PDF Group, powered by eXp Commercial, which handles tenant and landlord representation on brokered deals. Keeping the two distinct is deliberate: the analysis that tells you whether a site works is produced by people who are not paid on whether you sign the lease.
Track record
Where we are now
Current figures from our franchise development programmes, with the source noted against each. We publish what has happened, not what we project.
103
Franchise locations signed and in active development across current territories
Source — internal deal tracker, September 2026
65
Locations open and trading today under programmes we develop
Source — internal deal tracker, September 2026
20
States with an active site-evaluation or build-out pipeline underway
Source — internal deal tracker, September 2026
What sits behind those numbers
Site evaluation
Trade-area and competitor analysis on every candidate location before a lease is considered, with a documented pass or fail.
Disclosure and compliance
FDD delivery, the statutory waiting period, and state registration tracking managed as a gated sequence rather than paperwork.
Territory structuring
Protected areas and multi-unit development schedules mapped so operators are not competing against their own next opening.
Lease execution
Tenant and landlord representation handled through our licensed real estate affiliate, kept separate from the advice.
Clarity before commitment
Tell us what you are trying to build and where. We will tell you what the numbers actually support.
Work with us now →