『Inside Franchise Investing: Due Diligence, SBA Loans, and Ethical Growth | Jackson Roberts』のカバーアート

Inside Franchise Investing: Due Diligence, SBA Loans, and Ethical Growth | Jackson Roberts

Inside Franchise Investing: Due Diligence, SBA Loans, and Ethical Growth | Jackson Roberts

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概要

Franchise investing is more than buying into a brand, it’s about building wealth with purpose.

In this episode of Purpose Driven Capital, host Matt Johns speaks with Jackson Roberts, founder of Beta Capital Group, a holding company inspired by the Berkshire Hathaway model. Jackson shares his journey from accounting and real estate into multi-unit franchise ownership, and how his team is scaling with mission alignment and investor-first values.

We cover:

  • How Jackson accidentally discovered franchise investing and fell in love with the model
  • Why franchises can lower risk compared to independent startups
  • How to navigate the Franchise Disclosure Document (FDD) and spot red flags
  • What to know about using an SBA loan for franchise acquisitions
  • Building a team driven by legacy, community, and ethical investing
  • Beta Capital Group’s long-term strategy: buy and hold franchises while scaling impact

This conversation dives deep into the realities of buying, funding, and running franchises while staying true to your mission. Whether you’re an investor curious about franchising or an entrepreneur thinking about ethical scale, this episode delivers practical insights and a vision for wealth that lasts.

🎧 Listen now to learn how to align your investments with purpose, community, and long-term growth.

📌 Subscribe to our Youtube for new episodes: / @purposedrivencapital
📌 Learn more about Purpose Driven Capital: https://www.purposedrivencapital.co
📌 Follow on LinkedIn for investing insights: / matthewbjohns

DISCLAIMER: This video represents the views and opinions of it's guest and does not reflect the views and opinions of HoneyHive Capital Partners LLC. Nothing in this video nor any communications from it should be treated as constituting financial, investment, legal, tax or other advice of any kind, or as a recommendation to buy or sell an interest with respect to any investment.

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