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  • CONFIDENTIAL QUESTIONNAIRE

  • As we start exploring franchise opportunities, it is important that I understand your unique personal, professional, and financial goals and objectives. This information is essential to assist you to the best of my ability in preparation for our Franchise Search Discovery Call. Please fill out all answers applicable to you.

  • Click on infographic to view and download the unique Franchise Search Roadmap

  • Professional Information

  • Primary Motivators for Franchise Ownership


  • Business Experience


  • Business Model Preference

    Businesses can operate out of various places. This will help guide me, but it's OK if you are unsure of what model fits your desired lifestyle. You will have a better understanding of this on our Discovery Call.

  • See the Franchise Model Matrix for your reference for more information on Business Models.

  • Franchise Ownership Models:

    Owner-Operator (Non-Absentee)

    • Description: Owner runs the day-to-day operations; typically no staff. 
    • Time Commitment: Full-time. 

    Owner-Manager (Semi-Absentee)

    • Description: Responsible for overseeing the daily operations of the business and managing others. Over time, owner hires a manager and this will allow them to back their way out of the business and become a Semi-Absentee owner. 
    • Time Commitment:  Inititially, full-time involvement with transition to part-time, when business is in stride.

    Executive Owner (Absentee)

    • Description: Perfect for employed executives and/or entrepreneurs with other business ownership interests. Often utilized as a diversification strategy for an investment portfolio by including business ownership as a revenue stream and as a method for asset accumulation. 
    • Time Commitment: Average 15 hours a week. Presence on premises not required for "brick and mortar" models.

  • Where do you want to open a business? (i.e. Summit, NJ or Orange County, CA)

  • Industry Preferences

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  • Judicial Information


  • Financial Statement

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  • Confidential Questionnaire Submission

  • If 'No', you will be directed to Seth’s calendar after submitting the form.

    If 'Yes", you will directed to the Discovery Checklist.

  • If your LinkedIn profile is up-to-date, please connect with me on LinkedIn or upload a recent resume here:

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  • Submit and Access Your Discovery Call Checklist

    PRIVATE AND CONFIDENTIAL QUESTIONNAIRE

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