Business Inquiry Form

Part I Personal Data

Date

MonthDayYear

How did you hear about UFSTSG ?

Full Name

First NameLast Name

E-mail

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

What specific type of opportunity are you interested in?

Affiliate Tax Office Business OwnerTax Office ManagerNone of the Above

If none of above apply, please explain interest.

Are you a U.S. Citizen?

YESNO

Military Service?

YESNO

What is your highest level of education (BS, MBA etc.)?

When would you like to start the business?

Immediately1-3 Months3-6 Months

How much available funds do you have to invest into your business (liquid capital to invest?)

< $5,000$5,000 - $10,000$10,000 - $15,000

Do you have recurring monthly income now?

YesNo

Are you interested in financing options?

YesNo

How is your credit?

ExcellentGoodFairPoor

If you decide you interested in an opportunity with UFSTSG, are there any obstacles needing to be addressed prior to you getting started?

YesNO

If yes, please explain

Part II Business Experience

Present/Most Recent Position

Annual Earnings

Are you looking to Replace or Enhance your income?

ReplaceEnhanceNot sure yet

Have you ever prepared taxes before?

YesNo

If so, what kind and when?

Do you own a business now or in the past?

YesNo

If so, what kind and when?

Have you managed people before?

YesNo

If Yes, how many have you managed at the same time?

Please share more about your professional background that would be helpful for us to determine your viability for ownership

Part III Business Operations

Are you planning to be Hands-on or Passive Owner?

Hands-onSemi-PassiveAbsentee

Do you plan to operate the business yourself?

YesWith familyWith partner(s)

How many hours a week are you looking to work in the new business?

What is your motivation for looking into this business opportunity?

Have you considered starting your own business from scratch or have you decided you are more interested in working in a licensing system?

Are you personally faster paced or slower paced?

FasterSlower

Are you Extroverted or Introverted?

ExtrovertedIntroverted

Are you tasked oriented or people oriented?

TaskPeople

On a scale with 10 being HIGH and 1 being LOW please rate the following:

How committed are you to owning your own business?

How do you feel about marketing to find your own clients?

It is understood that the purpose of this questionnaire is for information gathering only and is in no way binding upon the applicant, the licensing company, or its agents and representatives. By selecting True and Correct, and submitting this questionnaire, you assert that the information contained is true and correct, and acknowledge that a Licensor or business seller may reply on this information.

True and Correct

YesNo

What was the name of the UFSTSG Business Development Manager that contacted you?