Frannexus Confidential Questionnaire

CONFIDENTIAL QUESTIONNAIRE
As we start exploring franchise opportunities, it is important that we understand your unique personal, professional, and financial goals and objectives. This information is essential to assist you to the best of our 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
Name*
Preferred Name
Age
Preferred Phone #*
Preferred Email*
Best Time To Call?
Spouse Name
Spouse Preferred Name
Spouse's Email
How Many Children and Respective Ages
Spouse Age
Business Partner Name (if applicable)
Business Partner Email (if applicable)
example@example.com
Home Address*
City*
State*
Zip*
Do you have extended and/or frequent travel plans over the next 3-4 months?
Do you have plans to relocate in the next 12-24 months?
What type of weekly time commitment can you make towards finding a franchise investment?*

Professional Information
Your Occupation *
Employer
Job Title
Income*
Spouse's Occupation
Job Title
Are you a Citizen of the U.S? *
Are you a Military Veteran?

YesNo

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: The owner (you) runs the day-to-day operations; typically no staff.
- Time Commitment: Full-time.
Owner-Manager (Non-Absentee with transition to Semi-Absentee)
- Description: You are the full-time manager. Over time, the owner (you) hires a manager, and this will allow you to back your way out of the business and become a semi-absentee owner.
- Time Commitment: Initially, full-time involvement with the transition to part-time when business is in stride. 1-2 years of Full-time commitment.
Executive Owner (Semi-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: Requires 15 hours a week. Presence on premises not required for "brick and mortar" models.
Based on the descriptions above, please select the Franchise Ownership model(s) that appeal to you:*

Owner-Operator (Non-Absentee)Owner-Manager (Non-Absentee with Transition to Semi-Absentee)Executive Owner (Semi-Absentee)

Where do you want to open a business? (i.e. Summit, NJ or Orange County, CA)
Location #1:
Location #2:
Location #3:
Other?
If your new franchise location is not available in your area, what is the maximum mile radius that would be acceptable to you?

Within 15 milesWithin 25 milesWithin 50 milesOver 50 miles
Growing and Scaling Your Business: Over 50% of franchise owners own more than a single unit. Factoring in your financial goals, would you be interested in learning more about:

Multiple Units - The rights to own and manage more than one unit and/or territory within a specified geographic area.Area Development - The rights to own, develop, and manage a large number of units or territories within a specified geographic area.Master, Executive, or Regional Development - Functions and earns revenue very much like the franchisor, within a specified territory. Typically, recruits new franchisees and creates revenue by sharing in franchise fees and royalties. Possible owns and operates a unit of their own as well.

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?NoneOther
Please explain any affirmative answers to the previous questions.

Financial Statement

	Total Assets
Cash (Checking & Savings)
Stocks, Bonds, CDs
Home Market Value
Retirement Accounts
401K
IRA
Autos
Rental Property Total Market Value
Pensions
Other Assets
Total Assets

	Total Liabilities
Credit Card Debt
Auto Debt
Mortgage Outstanding
Line of Credit
Accounts Payable
Other Debts
Total Liabilities

Net Worth*
(Total Assets minus Total Liabilities)
What is the Maximum amount of injection capital you are comfortable investing for this project?*
Can come from Cash, Savings, 401k, etc.
What is the Maximum amount of injection capital you are comfortable investing for this project?*
Can come from Cash, Savings, 401k, etc.
Your most recent credit score:*
Check your credit score for free at creditkarma.com
Would you like information on a tax-free, penalty-free option for using all or part of your 401K/IRA to fund all or part of your new business?

YesNo

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.

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:
Please upload your resume here:

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Submit your Questionnaire to access Seth’s calendar and schedule your Discovery Call.

Thank you!
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Should be Empty:

	Not Interested	Interested	Need More Information
Accounting & Payroll
Automotive
Consulting & Training
Cannabis
Staffing
Financial
Manufacturing
Children's Services
Cleaning & Maintenance
Decoration & Design
Remodeling & Repairs
Computer & Internet
Food & Beverage
Print & Copy, Signage
Special Needs & Senior Care
Beauty
Health
Fitness
Pet
Retail
Sports & Recreation
Unique
Dry Cleaning
Real Estate Services
Mental Health

CONFIDENTIAL QUESTIONNAIRE

Professional Information

Primary Motivators for Franchise Ownership

Business Experience

Business Model Preference

Industry Preferences

Judicial Information

Financial Statement

Confidential Questionnaire Submission

Submit your Questionnaire to access Seth’s calendar and schedule your Discovery Call.