• 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.

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  • Click on infographic to view and download the unique Franchise Search Roadmap

  • Professional Information

  • Are you a Military Veteran?

  • Primary Motivators for Franchise Ownership

  • What are your primary motivators for a possible career change, exploration of business ownership, or investment in a business? Check all that apply*

  • Business Experience

  • Ideal time frame to make a decision on a business?*
  • I have _____ hours weekly to be involved in the day to day operations of the business.*
  • Are you currently in conversation with any franchise brands and/or working with any franchise consultants/advisors/brokers?*
  • Select all who are involved in the decision making:

  • 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. (In Step #2 of the Discovery Call checklist, you can download our Franchise Business Model Matrix for more information.)

  • See the Franchise Model Matrix for your reference for more information on Business Models.

  • Franchise Ownership Models:

    Owner-Operator (Non-Absentee)

    • Description: Owner runs the day-to-day operations; typically no staff. 
    • Time Commitment: Full-time. 

    Owner-Manager (Non-Absentee with transition to Semi-Absentee)

    • Description: Responsible for managing the daily operations of the business. Over time, owner hires a manager and this will allow them to back their way out of the business and become a Semi-Absentee owner. 
    • Time Commitment: Inititially, full-time involvement with 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: Average 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:*

  • Where do you want to open a business? (i.e. Summit, NJ or Orange County, CA)

  • If your new franchise location is not available in your area, what is the maximum mile radius that would be acceptable to you?
  • 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:

  • Industry Preferences

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  • Judicial Information

  • Please select any that apply below:*

  • Financial Statement

  • Rows
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  • 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?

  • Confidential Questionnaire Submission

  • If your LinkedIn profile is up-to-date, please connect with me on LinkedIn or upload a recent resume here:

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  • Submit your Questionnaire to access Adam's calendar and schedule your Discovery Call.

    Thank you!

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