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.
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Name *
Preferred Name / Pronoun
Age
Preferred Phone # *
Preferred Email *
Best Time To Call?
Spouse Name
Spouse Preferred Name / Pronoun
Spouse's Email
How Many Children and Respective Ages
Spouse Age
Business Partner Name (if applicable)

First Name Last Name
Business Partner Email (if applicable)
example@example.com
Home Address *
City *
State *
Zip *

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.

	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

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

Net Worth *
(Total Assets minus Total Liabilities)
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?

Yes No

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.
Do you have extended and/or frequent travel plans over the next 3-4 months?
If your LinkedIn profile is up-to-date, please connect with me on LinkedIn or upload a recent resume here:
Connect with me on LinkedIn
Please upload your resume here:

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Submit and Access Your Discovery Call Checklist

PRIVATE AND CONFIDENTIAL QUESTIONNAIRE
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CONFIDENTIAL QUESTIONNAIRE