VentureWise Confidential Questionnaire
For Consideration of Franchise Ownership
Name
*
First Name
Last Name
Address
*
Adress
Street Address Line 2
City, State
State / Province
Postal / Zip Code
Phone Number
*
-
Area Code
Phone Number
Email
*
example@example.com
Specific Brand Interested In
If you've found one, if not leave blank.
Brands you've already talked to
If applicable, if not leave blank.
Industry or Category of Interest
*
Home Services (Lawn Care, Roofing, HVAC, Pool Cleaning, Maid Services, Moving, etc.
Senior Care or Health Care (Health & Beauty, Anti Aging, Salons, etc.)
Fitness and Health (Personal Training, Massage, MedSpa, Pilates, Stretching, etc.)
Business Services (Recruiting, Vendor Management, Finance, Technology, Coaching, etc.)
Food Related (Restaurants, Coffee, Bar, Butcher Shop, QSR, Brewery, Ice Cream, etc.)
Child Related & Education (Tutoring, Karate, Music, Coding, etc.)
Pet Related (Pet Salon, Grooming, Training, Resort, Pet Food, Poop Scooping, etc.)
Retail (Automotive, Tax Prep, HobbyTown, etc.)
Home Renovations (Kitchen, Floors, Handyman, Water/Mold Remediation, etc.)
Vending Machines, Dumpsters, laundromat
Creative / Out of the box (Airplane Detailing, Golf Simulators, Mini Golf, BBQ Grill Cleaning, etc.)
Other
What is your current employment status?
Employed Full Time
Employed Part Time
Unemployed
Self-employed
Retired
Investor
What Type of Business Are You Interested In?
Open To Best Fit
Home Based
Investor / CEO Model
Side Hustle / Stay Employed
Full Time to Semi Passive
Multi Unit Developer Model
Current Title and Job Type
Example: VP of Operations / Technology Company
Your Annual Compensation
*
Spouse's Position or Business
If applicable
Spouse's Annual Compensation
*
What are your professional strengths and skillsets that would make you a good business owner?
Sales, Operations, Marketing, Team Building, etc.
What areas of management do you prefer to hire out or delegate?
Sales, Hiring, Marketing, etc.
Which of the following best describes your management ability
I Love Managing & Coaching People
I Am a Good Manager
I Manage Others Because I Need To
I Dislike Managing People
How many hours per week are you wiling to work to grow your business in the first year?
20-40
40
40-60
Whatever It Takes
Only What is Needed
Please choose what best describes your sales skills
Coffee is For Closers - I Love Cold Calling and Networking
I Am Good At Sales & Like Networking - But I Do Not Like Cold Calling
I Am Good At Selling To People Who Have Expressed Interest In My Product/Service
Sales Is Not For Me - I Prefer To Be On The Operations Side Of a Business
Ownership Preferences
Have you ever owned a business?
Yes, In The Past
No
Yes, Currently Own
Have you or a family member owned a franchise?
Yes, In The Past
No
Yes, Currently Own
If Yes, please tell me a litte about your business ownership experience.
How long have you been looking for a franchise?
3 months, 6 months, just started, my entire life, etc.
What has held you back from business ownership in the past?
Money, divorce, timing, lack of info, etc.
What are your hobbies and interest outside of work?
What does the perfect business look like to you?
How will you know when you've found the perfect business?
Additional Information
Are you or your spouse on active duty or a military veteran?
Yes
No
Have you or your spouse been involved in bankruptcy?
Yes
No
Have you or your spouse been convicted of a felony?
Yes
No
If there is a bankruptcy, or felony, please provide some details
Financial Profile
This information is important as franchisors set minimum liquidity and network requirements for their brands. Financial numbers may be approximate.
Retirement Funds (401k's, IRA's, TSP's, etc.)
*
Real Estate Equity (value less debt)
*
Non-Retirement Funds (Stocks, Bonds, Cash, etc.)
*
Other Assets
Net Worth
*
Credit Score
650 - 700
700-750
750+
I'd rather not say (it needs work)
What is your timeline for making a decision if the perfect opportunity is found?
*
30-90 days - I'm ready to commit but will make sure it checks all the boxes
3-6 months - I'd like to check funding options & make some changes in my life first
6 months to a year - Timing is not good right now, but I may be ready in 6 months
? - My timeline and sense of urgency depends primarily on options available
Thank you!
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