Frannexus Confidential Questionnaire

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.
Feel free to utilize this document on exploring franchise opportunities:

Franchise Due Diligence Steps
Name *

First Name Last Name
Preferred Name (optional)
Nickname
Age
Spouse Name

First Name Last Name
Spouse Preferred Name (optional)
Nickname
Spouse Age
How Many Children and Respective Ages
Home Phone
Cell Phone
Work Phone
Best Time To Call?
Address *
City, State, Zip *
Your Email *
example@example.com
Spouse's Email
example@example.com

Judicial Information
Please select any that apply below: *

Have you or your spouse been involved in a bankruptcy? Have you or your spouse been convicted of a crime? Are you under any type of criminal investigation? Are you or your spouse subject to any civil lawsuits or judgements? None
Please explain any affirmative answers to the previous questions.

Financial Statement
As your Consultant and advocate, it’s important that I have an understanding of your available resources, so that I can provide you with sound guidance and expert advice as we narrow the criterium for your franchise search. You can be assured that any financial information you share with me is confidential.

Franchise models have a defined minimum net worth requirement.

Please provide as much detail below, in order for us to determine whether franchise ownership is feasible for you at this time, and/or assist you in exploring funding and finance options through 3rd party relationships that we can introduce you to.

Assets

Cash (Checking & Savings)

Stocks, Bonds, CDs

Home Market Value

Retirement Accounts

401K

IRA

Autos

Personal Property

Pensions

Other Assets

Total Assets

Liabilities

Credit Card Debt

Auto Debt

Mortgage Outstanding

Line of Credit

Accounts Payable

Other Debts

Total Liabilities

Total Assets
Total Liabilities
Net Worth: *
(Total assets minus total liabilities)
Your most recent credit score:
Check your credit score for free at creditkarma.com

Confidential Questionnaire Submission
Have you scheduled your Discovery Consultation Call with Seth? *
If 'No', you will be directed to Seth’s calendar after submitting the form.
Connect with me on LinkedIn
Please upload your resume here:

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PRIVATE AND CONFIDENTIAL QUESTIONNAIRE
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CONFIDENTIAL QUESTIONNAIRE