Franchise Questionnaire

Franchise Questionnaire:

Franchise Inquiry form by FranchiseAnalyst.com - Consultant: Jonathan D. Anderson - 419.297.7367 Jonathan@FranchiseAnalyst.com - BizBuySell.Business
Full Name*

First NameLast Name
Address*
City*
State / Province*
Postal / Zip Code*
Are you a US citizen?*

YesNoNo but I'm exploring E2 VisaNo but I'm exploring Eb5 Visa or other
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*

Area CodePhone Number
E-mail*
example@example.com
Are you married?*

YesNo
Spouse Name (if applicable)*

First NameLast Name
Years Married*
Children? (how many if applicable)*
Ages (of children, if applicable)
Spouse Profession / Title*
Spouse Yearly Income*
Household Yearly Income*
Can your spouse’s income sustain your family financial needs?*

YesNoNo, but very closeN/A
Does your spouse know you are exploring investing in a franchise?*

YesNoN/A
How does your spouse feel about exploring investing in a franchise?*

SupportiveApprehensiveNot SupportiveN/A
Are you a Home Owner*

YesNo
Your Current Employer*
Your Job Title*
Your Yearly Income*
Are you expecting any upcoming changes in your employment?*

NoYes
Your Linkedin profile*
Or any online profile page
Have you ever owned a business?*
How long have you been exploring franchise opportunities?*
What is presently prompting you to consider franchise ownership opportunities?*
In 1 to 4 sentences, how would you describe yourself?*
Describe the perfect business for you. What's important; the must haves; the must not haves.. In your words, what are the most important attributes of a successful franchise venture?*
When would you like your first franchise to open?*
Who will make the decision?*
Desired business location #1*
Desired business location #2*
Desired business location #3
When you think about a business, what (in your opinion) is "good" profit margin (think net% to business before paying owner)?*
Upload your most current resume:

Cancelof
Have you, your spouse, or your partner(s) been involved in a bankruptcy?*
Have you been involved in or convicted of any crimes?*
Are you, your spouse, or your partner(s) under investigation for any type of criminal investigation?*
Please explain any affirmative answers to the previous 3 questions (if applicable).
Financials

This will give us an idea of what type of investment level you may qualify for.
Cash (checking & savings)*
Investment Portfolio (stock, bonds, CDs)*
Home Market Value*
410(k)*
IRA*
Roth IRA*
Personal Property (other investments) *
Yearly pensions*
Total Assets (Calculation based on above)
Credit card debt*
Auto Debt*
Home mortgage outstanding*
Line of credit debt outstanding*
Other Liabilities / Debt outstanding not applied above*
Total Liabilities (calculated from above inputs)*
Net Worth Calculation (from above inputs)*
Capital available for investment?*
Estimated Credit Score*
Are you or your spouse active, inactive or retired US Military?*

YesNo
If yes (Military service) Who?, Which branch?, Active/Inactive/retired? How many years? Which years?
Have you looked into business funding options? (SBA Loans, R.O.B.S., Conventional Loans, HELOC, Portfolio Leveraging, 401K (no penalty)?*

YesNo
Based on your experience, what do you believe are your strengths?*
Based on your experience, what do you believe are your weaknesses?*
Please choose which business type best describes what you are looking for:*

Hands on, In business every day, I want to do everything.Owner operator (You need/want to work on the business and in the business)Executive level owner (You need/want to work on the business)Semi absentee (You can eventually work part-time in your business and possibly open a second location)
Would your time involvement working on the business be full or part time?*
Please choose which best describes you:*

I love working with others and would have no problem dealing with the general publicI like working with others but would prefer to only work with other business owners and like minded peopleI'm not really a people person.
Please choose which best describes you:*

I can follow directions and execute but have difficulty managing other peopleI can follow directions, execute and also manage a team of people to do the same
Please choose which best describes you:*

I like to jump in and “get my hands dirty”I like to jump in and “get my hands dirty” but only if it is behind a deskI like to manage other people who “get their hands dirty”I like to manage other people only in an office environment
Please choose which is most important to you:*

Money (I will work weekends and late nights)Earning a living (But not at the expense of my family or hobbies)My schedule and life outside work
Please choose which best describes you:*

I consider myself a salesperson. I can sell anything to anyone!I am good at sales when I have a great product or service to sellI don’t consider myself a salesperson but enjoy networking in the community, attending networking events etc.I hate sales. I prefer the operations part of the business
How many employees is "too many"?*
What else would you like to discuss? What else should we know about you to help narrow down the search? Open forum*
When you think of the perfect business.. what industries do you see yourself in potentially? (like) and why?*
What industries do you want to stay AWAY from / avoid? (dislike) and why? *
Have you given any thought to EXIT strategy? please elaborate... *
How important is low overhead in your decision?*

1

2

3

4

5

1 is Not Important, 5 is Very important
How important is multi-unit ownership in your decision?*

1

2

3

4

5

1 is Not Important, 5 is Very important
How important is work life balance in your decision?*

1

2

3

4

5

1 is Not Important, 5 is Very important
How important is status in your decision?*

1

2

3

4

5

1 is Not Important, 5 is Very important
How important is brand recognition in your decision?*

1

2

3

4

5

1 is Not Important, 5 is Very important
How important is marketing support in your decision?*

1

2

3

4

5

1 is Not Important, 5 is Very important
How important is it that the franchise allow you get out in the community in your decision?*

1

2

3

4

5

1 is Not Important, 5 is Very important
Process is important, I am willing to follow a process*

1

2

3

4

5

1 is Strongly disagree, 5 is Strongly agree
I am a people person*

1

2

3

4

5

1 is Strongly disagree, 5 is Strongly Agree
I consider myself assertive*

1

2

3

4

5

1 is Strongly disagree, 5 is Strongly Agree
I consider myself passive*

1

2

3

4

5

1 is Strongly disagree, 5 is Strongly Agree
As of right now, how likely are you to invest in a franchise?*

I'm not sure, I'm just starting my search.I'm 50/50, it just depends, I'm ready to explore.I'm 80% sure franchise ownership is for me and I'm ready to explore.I'm 100% going to invest in a franchise, I just need to find the right one.
Have you spoken to any franchisors (franchise brands) in the past? if yes, please share some detail.*
No / Yes Elaborate please
Have you spoken to or engaged with any franchise brokers, franchise consultants, or franchise coaches in the past? if yes, please share some detail.*
No / Yes Elaborate please
Consultant Compensation: Typically, consultants are compensated when you sign a franchise agreement and you have paid the franchise fee to the franchisor. With certain brands, the consultant is paid by the franchisor as a percentage of the franchise fee or by other compensation, such as a share of the profits. You will not be asked to pay a consultant directly.*

I understand
I will not contact any of the franchisors Franchise Analyst tells me about without having Franchise Analyst make the introduction, I agree. Signature*

Clear
Date*

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Date
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Franchise Questionnaire:

Financials