Profile of a Successful Franchisee

A successful TAB (The Alternative Board) franchisee typically shares a distinct set of professional, personal, and operational characteristics that align well with our business.

Professional Background

Seasoned Executive or Business Owner

Most successful TAB franchisees are often college-educated professionals with successful backgrounds in leadership and management, previous business ownership, or high-level consulting.

Strong Business Acumen

A deep understanding of strategic planning, organizational development, and leadership dynamics is essential.

Sales Acumen or Experience

Identifying needs and offering tailored solutions in a B2B context is critical for recruiting members to TAB advisory boards and selling coaching services. TAB Franchisees take a consultative sales approach.

Operational Capabilities

Ability to Network

A successful franchisee can create and leverage a well-established professional network to quickly build advisory boards.

Ability to Work Virtually

Many TAB franchisees operate from a home office and must be comfortable working independently, needing and wanting little supervision.

Commitment to Continuous Learning

TAB offers ongoing training and new tools (e.g., StratPro®, Blueprint, HI-MAP); successful franchisees stay current, relevant, and engaged.

Time Management and Organization

Balancing board facilitation, one-on-one coaching, business development, and administrative tasks requires strong organizational skills.

Sales and Marketing

Franchisees will receive comprehensive support from the TAB home office team to successfully launch and grow their businesses. This includes access to TAB’s proprietary lead generation, business launch, and consultative sales processes – and will be highly supported by the TAB home office team – to launch their business initially and continue to grow over time.

Personal Characteristics

Ability to Build Rapport

TAB members are business owners and CEOs; franchisees must inspire trust and respect within the small business community.

High Emotional Intelligence

Success requires listening deeply, empathizing, and facilitating group dynamics among peer advisory board members.

Passion for Helping Others

A genuine commitment to helping entrepreneurs and leaders succeed is often cited as the most fulfilling aspect of the role.

Self-Motivation and Discipline

Franchisees must proactively build relationships, launch boards, and deliver coaching services without direct supervision. TAB is a business, not a job.

Perseverence

TAB franchisees play a long game—building lasting relationships with clients and performing the necessary tasks in the short run, which produces long-term, profitable franchises.

Collaborativeness

Franchisees collaborate with the TAB global network and regional peers to share best practices and enhance success.

Financial Qualifications

$125,000+ in Liquid Assets

$300,000+ Net Worth

660+ Credit Score

To qualify for SBA finance

What are Franchisees saying?

Successful clients are the best advertising for TAB franchisees, and successful TAB franchisees are our best source for attracting high-quality, like-minded new franchisees.

Do you want to learn more about what franchisees think about TAB? Watch these short videos.

Please note when franchisees use the term “TBO,” they are referring to “TAB Business Owner.