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Picture this: a mother walking her youngest child to school, spotting a cheerful yellow trailer on the corner, and making a decision that would transform her family's future forever. This isn't the beginning of a fairy tale - it's the origin story of Jessica Mortensen, founder of Karie Anne's Desserts, whose journey transforms modest dreams into a franchise empire and defies every conventional business playbook.
Jessica Mortensen never intended to become a franchise mogul. With a natural entrepreneurial spirit and a desire to contribute beyond the home, she was simply looking for something meaningful to do when her youngest started school. What began as a curiosity about a college student's graduation project has evolved into a multi-state frozen custard franchise that's redefining what it means to build a family business in today's market. Her story provides practical lessons for anyone considering the leap into franchising, seasonal business management, and the delicate balance between family priorities and business ambitions.
Mortensen's transparent approach to sharing both victories and setbacks provides a masterclass in authentic leadership. She openly discusses the challenges of managing seasonal cash flow, the complexities of finding the right franchisees, and the personal struggles of maintaining work-life balance as a mother and business owner. Her journey from a $500 college fund goal to contemplating strategic partnerships worth millions demonstrates that sometimes the most successful businesses grow organically when founders stay true to their values while remaining open to unexpected opportunities.
The Accidental Entrepreneur
The Karie Anne's story begins with serendipity and a $40,000 gamble that most financial advisors would have discouraged. When Jessica discovered the yellow trailer operated by a college student named Johnny, she wasn't looking for a business opportunity - she was simply intrigued by the concept. The trailer represented something she had always valued: a business that served something people genuinely wanted, eliminating the need to convince customers to visit.
Johnny's trailer was far from a traditional business investment. It was essentially a collection of used equipment that had been pieced together to meet his graduation requirements. The revenue was minimal, and by conventional valuation standards, the $40,000 purchase price was significantly inflated. However, Jessica recognized something that financial spreadsheets couldn't capture - the emotional connection people had with the brand and the natural demand for the product.
The decision to purchase the business wasn't driven by extensive market research or detailed financial projections. Instead, it was guided by intuition and the simple belief that the opportunity "felt right." This approach, while unconventional, highlights an important lesson for aspiring entrepreneurs: sometimes the best opportunities aren't the ones that look perfect on paper, but the ones that align with your values and vision for the future.
Building Systems That Scale
The transition from a single yellow trailer to eight seasonal locations required Jessica to develop systems and processes while maintaining the quality and culture that made the business special. Each new trailer brought lessons about location selection, seasonal timing, and the delicate balance between maintaining consistency and allowing for local adaptation. The seasonal nature of the business created unique challenges, particularly around staffing and cash flow management.
Managing eight seasonal trailers taught Jessica valuable lessons about franchising before she even considered it as a business model. She learned that success wasn't just about having good recipes or attractive equipment - it required training systems, quality control measures, and clear communication channels. The seasonal FOMO effect, where customers eagerly anticipated the trailers' return each summer, became a strategic advantage that she later leveraged in marketing efforts.
The decision to expand into brick-and-mortar locations represented a significant shift in business strategy. Unlike the seasonal trailers that operated for six months, year-round locations required different financial models, staffing approaches, and operational systems. The St. George location served as a testing ground for this new model, providing valuable data about how the Karie Anne's concept would perform in warmer climates with year-round demand.
Finding Partners, Not Just Investors
The journey into franchising began organically when inquiries started arriving from potential partners interested in bringing Karie Anne's to their markets. However, Jessica quickly discovered that franchising required a complete mindset shift - from managing her own operations to creating systems that others could successfully implement. The legal requirements alone, including franchise disclosure documents and attorney fees, represented a significant upfront investment that many aspiring franchisors underestimate.
Finding the right franchisees proved to be one of the most challenging aspects of the expansion strategy. Jessica encountered numerous potential partners who viewed franchising as a passive investment opportunity, expecting to purchase a location and delegate all operations to teenage employees. These interactions taught her the importance of thoroughly vetting potential franchisees for their commitment level, business acumen, and understanding of the food service industry's demands.
The franchising process also revealed the critical importance of having strong operating principles at each location. Jessica learned that without experienced management oversight, young employees could quickly compromise both quality and profitability through poor scheduling decisions, inconsistent product preparation, and inadequate cost controls. This realization led to enhanced training programs and stricter requirements for franchisee involvement in day-to-day operations.
Balancing Ambition With Family Values
As Karie Anne's reached a crossroads between organic growth and accelerated expansion, Jessica faced difficult decisions about the company's future direction. The seasonal nature of most locations created cash flow challenges that made it difficult to maintain a year-round corporate team solely on royalty revenue. This financial reality forced her to consider new models, including year-round locations in warmer climates and alternative franchise structures.
The prospect of scaling to a $50 million valuation within five years required Jessica to confront her own limitations and consider bringing in strategic partners or leveraging debt to fund growth. This decision point highlighted the classic entrepreneur's dilemma: maintaining full control and ownership versus accepting outside investment to accelerate growth. Jessica's approach involved carefully evaluating both options while staying true to her core values and family priorities.
Her consideration of strategic partnerships reflected a mature understanding of her own strengths and weaknesses as a leader. Rather than trying to master every aspect of franchise development, she recognized the value of bringing in experienced professionals who could complement her skills and accelerate the company's growth trajectory. This self-awareness represents a critical turning point for many successful entrepreneurs who must decide when to evolve their role within their own companies.
The Numbers Behind the Success
Karie Anne's growth trajectory shows the potential of well-executed franchise concepts:
Timeline: 11-12 years from initial purchase to multi-state franchise
Initial Investment: $40,000 for original trailer and equipment
Peak Trailer Operations: 8 seasonal locations across Idaho and Utah
Franchise Development: 3 years of formal franchising experience
Current Expansion: First brick-and-mortar location in St. George, Utah
Target Markets: Idaho, Utah, and expanding to warmer climates
Seasonal Revenue Model: 6-month operating season for trailer locations
Year-Round Potential: New brick-and-mortar model for 12-month revenue
Lessons for Aspiring Franchise Entrepreneurs
Jessica Mortensen's journey with Karie Anne's Desserts provides a blueprint for building a successful franchise business while maintaining family values and personal integrity. Her story demonstrates that significant business success doesn't always require massive initial investments or complex growth strategies - sometimes it starts with recognizing a good opportunity and having the courage to act on it.
For aspiring entrepreneurs considering franchise development, Jessica's experience highlights the importance of building strong operational systems before attempting to scale. Whether you're starting with a food truck, retail concept, or service business, the fundamentals of quality control, training programs, and financial management must be solidly established before inviting others to invest in your model.
The most valuable lesson from Jessica's journey may be the importance of staying true to your values while remaining open to growth opportunities. Her willingness to consider strategic partnerships and debt financing reflects a practical approach to scaling that many entrepreneurs could benefit by adopting. If you're building a business with franchise potential, consider how Jessica's balanced approach to growth, family priorities, and strategic decision-making could inform your own entrepreneurial journey.
Start by evaluating your current business model for its scalability and replication potential. Then, like Jessica, be prepared to invest in the systems, legal structures, and support mechanisms that will ensure your franchisees' success - because their success ultimately determines your own.
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Connect with Jessica Mortensen:
LinkedIn: @jessica-mortensen
Instagram: @karieannesdesserts
Website: karieannes.comSubscribe for Updates
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