Jonathan Methuselah

• Lead the entire franchise agreement lifecycle, including drafting Franchise Agreements, Amendments, and Addenda based on legal templates; coordinate signing and closing processes directly with franchisees and executive leadership, ensuring all documentation is properly executed and archived. • Manage the onboarding process for all new and resale franchise studios, ensuring seamless integration into the SpeedPro network with consistent compliance, training readiness, and operational alignment. • Administer the royalty collection and monthly reporting process: collect and review monthly royalty reports, reconcile discrepancies, and generate consolidated revenue, performance, and ranking reports for the Executive Leadership Team. • Co-lead with our CFO the collection, analysis, and presentation of Financial Business Reviews, benchmarking P&L performance, identifying growth opportunities, and supporting strategic planning at franchise and system-wide levels. • Design and implement process documentation and compliance protocols across all core functions, including onboarding, legal, reporting, and franchise support, to ensure scalable, auditable systems and operational excellence.

• Oversaw the development and maintenance of key data systems, CRM, franchise contact databases, and territory mapping, ensuring all operational information is accurate, current, and aligned with legal agreements. • Report regularly to the ELT on franchise performance, onboarding pipeline, royalty revenue, and strategic initiatives; provide data-driven recommendations to support executive decision-making and long-term system growth. • Plan, coordinate, and manage the annual convention, including vendor engagement, sponsorship fulfillment, event programming, and partnership with external event planning firms and internal stakeholders. • Serve as a primary liaison to franchisees, customer representatives, suppliers, and vendors; address operational concerns, support initiatives, and drive continuous improvement in network performance.

• Performed practice consulting, reviewing financial performance against industry benchmarks, marketing efforts, patient engagement & outreach, and improving the office top & bottom line through efficiencies. • Responsible for managing Franchise Disclosure Document, Franchise Agreements, and intellectual property assets for the franchise system. • Establishing and implementing operational systems to automate key customer service and operations tasks in the dental practices. • Performed financial review of dental practices and executed a transformational change in fee schedules, resulting increase revenue collections. • Developed training objectives and training plans for all staff within the dental practice for the purpose of increase operational efficiencies and personal development. • Formulated and executed a rigorous acquisition criterion and a robust model for dental office purchases, leveraging dental operational benchmarks and financial data for strategic decision-making. • Conducted comprehensive valuations of dental practices to assess acquisition viability, while developing incentives to retain dentists and foster growth through a structured bonus structure. • Applied a meticulous approach to financial valuations for general dental practices, enabling their transformation into investment-grade practices and setting the stage for growth and profitability.

• Responsible for critical workflow within both Franchise Development and the Business Support. Reported directly to the CEO/President for business support responsibilities, participated and managed the Franchise Development process for the Home Office from lead introduction, Discovery Day, pre-close meetings, and Franchise Agreement signing/closing. • Franchise Resale Program coordinator, leading the discussion with franchisees on the process of selling their franchised business, the value proposition of their business, and preparing the resale marketing documents; including pitching the franchise resale to business brokers and potential buyers. • Performed industry analysis and identified KPIs for printing and general business, consulting with franchisee to evaluate the key elements to highlight for marketing and crafting the business’ elevator pitch to potential buyers & brokers. • Negotiated and executed business broker & franchise broker organization referral agreements and amendments. • Improved operational efficiency of franchise development operations by developing automated processes and creating workflow documentation. • Maintained, organized, and filed office records, legal proceedings, governmental filings, etc. Reported directly to CEO and President on classified and confidential documents, projects, and correspondence. • Developed procedures to improve integration between franchise operations and other departments for franchisor and franchisees. • System development of operations for improved communications, operational efficiencies for the franchisor.

• Responsible for preparing, updating, and accurately creating billing statements to reflect the current brokerage rosters and the 1% per agent real estate transaction fee. • Multi-Office franchisee account reconciliations to outline collectable balances. Worked with franchisee to determine acceptable repayment structure to accommodate franchisee cashflows and franchisor timetable. • Designed and implemented an improved collections workflow processes and form documents for notifying delinquent franchisees of impending financial and legal demands. • Audited franchise agreement and financial statements to determine total unsettled balance including future loss revenues for terminating franchisees and worked with franchisee to collect the balance. • Reviewed accounts for financial delinquency and begin legal demand process through written and verbal communications. • Review and audit all financial payments, incentives, and agent commissions for year-end verification. • Researched office agent count rosters to find and report to upper management any discrepancy between RE/MAX’s office roster and state real estate license records. • Explained franchise agreement provisions, in Plain-English, to franchisee owners, staff, and franchisor consultants and emphasized how those provisions affected financial statements or any outstanding balances.

• Master Region Franchise agreement review for financial obligations and compliance. Reconciled variances and coordinated with Global Development VP on recommendations to rectify financial and compliance matters, and at times, generating additional revenue. • Designed and implemented new systems and policies for international franchisor invoicing, tracking balances, and ensuring accurate monthly financial statements and global franchise sales/renewals/transfer statements. • Created improved process to simplify and automate the global financial processes and maintain accurate historical records. • Developed strong working relationships with complimentary departments to cultivate a synergistic workflow of systems to accurately invoice, track, develop reports, and provide financial statements for internal and external stakeholders. • Created documentation for regional franchise agreement addendum interpretation, providing documentation and recommendations to the operations team and legal department on its interpretation versus real-world franchisee application. • Created all training manuals and documentation for end-to-end execution of the International Development Finance Associate role. Documentation described step-by-step how to create the financial statements for royalties and marketing fees as determined by each master franchise agreement. • Managed European franchise income, reviewing master process for all revenue paid in foreign currency and the conversion to USD is compliant with regional franchise agreements. • Led a review and audit of the IT systems to improve our financial systems and reporting to be compliant with international regions’ local banking laws and taxes (implemented in 2021). • Reviewed franchisee operations to determine if financial incentives are appropriate to offer for qualifying agents, offices, or regional franchisees.

• Managed the largest U.S. region while simultaneously integrating three new U.S. regions into owned-region franchise operations after Master Franchisor repurchase of sold territories. • Led U.S. business development team in contract review of largest franchisee and their promissory note agreement with the franchisor. Developed acceptable restructuring of payment plan for large outstanding balance. • Trained consultants in understanding and executing franchisee finance operations based on franchise agreement and system generated reports. • Collaborated with IT in the creation and enhancement of financial and other reporting to improve understanding of U.S. and International franchisee financial standing. • Managed and improved the financial systems workflow for generating invoices and monitoring revenue for Motto Mortgage franchisees, a RE/MAX subsidiary mortgage franchise venture, in accordance with Motto Mortgage franchise agreement. • Responsible for RE/MAX and Motto Mortgage revenue recognition for franchise income, including revenue for new sales, renewals, transfers, and acceleration of revenue for franchisee early termination, in accordance with GAAP revenue recognition rule changes in 2018. • Development of staff training manuals for franchise income revenue recognition process. • Responsible for managing the marketing cost reallocation to independent region owners for shared marketing expenses.

• During my sophomore year of undergrad, I developed a business plan and strategy focused on increasing real estate agent & office online visibility with the goal of driving more listings and sales leads. • Strategic business and marketing planning to real estate agents and business owners focusing on digital marketing to build market awareness, lead generation, and growing market share. • Designed websites and content marketing strategy to improve website visitor conversions and behavior additional to a three-month content strategy to increase search engine visibility and customer education. • Developed a content strategy for websites focused on educating buyers and sellers on different aspects of the purchase or sale process and the importance of an experienced real estate agent representing the client’s best interests during one of the largest transactions most people ever complete. Demonstrating the agent’s expertise through the website content is vital to the real estate agent building trust and an opportunity to present themselves as an expert and earn a client. • Created social media strategy, including PPI/PPC, using a mix of relevant real estate news, listing and sales posts, and blog posts tied to the website to generate website traffic and garner qualified leads. Provided social media marketing services using social media management platforms, like Hootsuite, to organize posts and provide efficient management of agent marketing. Certified in 2015 for Google Adwords, Facebook Blueprint, and Hootsuite Certified Professional. • Proactively managed business online reputation by gaining and leveraging reviews and social media to grow market share and increasing online visibility through Search Engine Optimization.

• Provided in-depth financial research and data syndication for the V.Ps of Wealth Management • Developed, and implemented an improved process for research strategies, scoring mutual funds, and ranking securities. Automated process to track equities data, including auto-updating stock prices used for buy/sell trade decisions. • Created an intern guide outlining all of the responsibilities and desired outcome of the position for use in the development of future interns.