Confidential Questionnaire
For Consideration of Business or Franchise Ownership
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Specific Brand of Business (if known)
Type or Brand of business interested
Industry or Business Category
Home Services ( Lawn Care, Roofing, HVAC, Pool Services, Maid Services)
Health Care, Senior Care (Medical, Nursing, Memory Care)
Fitness, Wellness (Personal Training, Massage, MedSpa, Pilates, Stretching)
Business Services (Finance, Recruiting, Coaching, Vendor Management)
Food Related (Coffee, Restaurants, Bar, Quick Serve)
Child Related, Education (Tutoring, Kid's Sports, Music, Arts)
Pet Related (Grooming, Training, Boarding, Pet Retail)
Retail (Health Supply, Dispensary, Clothing)
Automotive (Oil Changes, Mechanics, Tires, Tinting & Coatings)
Unattended Retail (Laundromats, Vending Machines)
Current Job Title
ie; VP of Operations / Technology Company
Annual Compensation
Spouse or Business Partner's Job Title
Spouse or Business Partner's Annual Compensation
What is your current employment status?
Employed Full Time
Employed Part Time
Unemployed
Self Employed
Retired
What type of business ownership are you most interested in?
Open to Best Fit
Full Time Business Owner-Operator
Semi-Passive Ownership/ Stay Employed
Investor/ CEO Model
Multi-Unit Developer Model
What are your professional strengths and leadership skills?
ie; Sales, Operations, Marketing, Team Building
What areas are you not as experienced in or dislike?
ie; Sales, Operations, Working with employees, etc...
Which of the following best describes your management ability?
I am a good manager
I manage other because I need to
I dislike managing others
How many hours per week are you willing to work to grow the company in year 1?
20-40
40
40-60
Whatever it takes
As few as is required
Please choose what best describes your sales skills:
I consider myself a sales person - I love cold calling and networking
I am good at sales and I like networking - but do not like cold calling
I prefer selling to people who have expressed an interest in my product/service
Sales is not for me - I prefer the operations side of business
Have you ever owned a business?
Yes, currently own
Yes, in the past
No
Have you or family ever owned a franchise?
Yes, currently own
Yes, in the past
No
If yes, please tell me a little about your business ownership experience.
How long have you been looking for a franchise/business?
3 months, 6 months, just started, my entire life..
What has held you back from business ownership in the past?
Money, divorce, timing, lack of info, etc..
What are your hobbies and interests?
What do you do for fun or when you are not working?
Are you or your spouse on active duty or a military veteran?
Yes
No
Have you or your spouse been involved in a bankruptcy?
Yes
No
Have you or your spouse been convicted of a felony?
Yes
No
If there is a bankruptcy or felony please provide details
Financial Profile
This information is important as franchisors set minimum liquidity and net worth requirements for their brands. Financial numbers may be approximate.
Retirement Funds (401k's TSPs, IRA's, etc..)
Real Estate Equity (value less debt)
Non-Retirement Funds (Stocks, bonds and cash)
Other Assets
Estimated Net Worth
Credit Score
650-700
701-750
Over 750
Below 650 (needs improvement)
Authorization
I hereby acknowledge and agree that the information provided above is correct to the best of my knowledge. I affirm that this document is confidential and not meant to be sold or distributed to any third party. I hereby authorize this information to be shared with a franchisor by the consultant when an introduction is made to a franchise.
Signature
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