YOUR INFORMATION
Name
*
First Name
Last Name
Age
Spouse's Name
First Name
Last Name
Spouse's Age
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
United States
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
Home Phone Number
*
-
Area Code
Phone Number
Cell Phone Number
*
-
Area Code
Phone Number
Best Time To Call?
Your E-mail
*
example@example.com
Your Consultant's Name
*
First Name
Last Name
Your Consultant's Email (Please Verify Spelling)
*
CHILDREN
How Many?
What Ages?
Back
Next
Save
PROFESSIONAL INFORMATION
Your Occupation
Employer
Position
Income
Your Spouse's Occupation
Employer
Job Title
Income
BUSINESS EXPERIENCE
Have you ever owned a business?
How long have you been looking for a business?
Why are you looking now?
What else would you like to discuss?
Back
Next
Save
RATE YOUR FRANCHISE KNOWLEDGE
What have you looked at?
What did you like?
Why did you like it?
#1 most important attribute of a business? (Other than Profit.)
Time frame for being in business?
Who will make the decision?
WHERE DO YOU WANT TO OPEN A BUSINESS? (i.e. Summit, NJ or ORANGE COUNTY, CA)
Location #1
Location #2
Location #3
Other?
Back
Next
Save
YOUR PERSONAL INTERESTS (Scale of 1-5)
Automobiles / Cycles
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
Pets and Animals
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
Design and Decor
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
Caregiver - Helper
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
Fitness / Sports / Healthy
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
Being Adventurous
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
Talk w/ Anybody
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
Education / Teaching
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
Good with Hands / Tinker
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
Kids Are My Life
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
Back
Next
Save
Home Improvement
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
Light Manufacturing
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
Creative / Artistic
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
Community Active
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
Cannabis / CBD
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
Working with #'s
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
Sales
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
Employee Management
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
Organizational / HR
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
Finance
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
Operations
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
Supply Chain
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
Information Technology
1
2
3
4
5
Worst
Best
1 is Worst, 5 is Best
Back
Next
Save
INTEREST IN TYPES OF BUSINESSES (Rate interest from 1-5)
Retail - Strip Center
1
2
3
4
5
No Interest
Strong Interest
1 is No Interest, 5 is Strong Interest
Retail - Stand Alone
1
2
3
4
5
No Interest
Strong Interest
1 is No Interest, 5 is Strong Interest
Home Based
1
2
3
4
5
No Interest
Strong Interest
1 is No Interest, 5 is Strong Interest
Van Based
1
2
3
4
5
No Interest
Strong Interest
1 is No Interest, 5 is Strong Interest
Personal Services
1
2
3
4
5
No Interest
Strong Interest
1 is No Interest, 5 is Strong Interest
Professional Services
1
2
3
4
5
No Interest
Strong Interest
1 is No Interest, 5 is Strong Interest
Food Related
1
2
3
4
5
No Interest
Strong Interest
1 is No Interest, 5 is Strong Interest
Automotive
1
2
3
4
5
No Interest
Strong Interest
1 is No Interest, 5 is Strong Interest
Medical
1
2
3
4
5
No Interest
Strong Interest
1 is No Interest, 5 is Strong Interest
Business to Business
1
2
3
4
5
No Interest
Strong Interest
1 is No Interest, 5 is Strong Interest
Real Estate
1
2
3
4
5
No Interest
Strong Interest
1 is No Interest, 5 is Strong Interest
Property Services
1
2
3
4
5
No Interest
Strong Interest
1 is No Interest, 5 is Strong Interest
Back
Next
Save
JUDICIAL INFORMATION
Have you or your spouse been involved in a bankruptcy?
Have you or your spouse been convicted of a crime?
Are you under any type of criminal investigation?
Are you or your spouse subject to any civil lawsuits or judgements?
Please explain any affirmative answers to the previous questions.
Back
Next
Save
FINANCIAL STATEMENT
ASSETS
Cash (Checking & Savings)
Stocks, Bonds, CDs
Home Market Value
Retirement Accounts
401k
IRA
Autos
Personal Property
Money Due You
Life Insurance
Pensions
Other Assets
Total Assets
Back
Next
Save
LIABILITIES
Credit Card Debt
Auto Debt
Mortgage Outstanding
Line of Credit
Accounts Payable
Other Debts
Total Liabilities
Net Worth (Total Assets - Total Liabilities)
Back
Next
Save
FINAL THOUGHTS ON FINANCING
Cash Available for Investment?
*
Credit Score
*
Do you plan to have a partner?
Do you plan to have investors?
Will partners / investors be active in the business?
Other thoughts?
Back
Next
Save
YOUR PREFERENCES
1. I like to give myself challenges when I take on a new project
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
2. I am fairly at ease in difficult situations
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
3. Where others see problems, I see possibilities
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
4. I always worry about what others will think before doing something important
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
5. I am fairly curious and I am continually in search of discovery
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
6. I am a lot less effective in stressful situations
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
7. I want to build something that will be recognized publicly
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
8. When faced with difficulties, I look for alternative solutions
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
9. For me, what counts is action
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
10. When I take on a project I have confidence that I will carry it out successfully
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
Back
Next
Save
11. I shoot for excellence in everything I do
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
12. According to me, we somehow make our own luck
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
13. In general, I distrust my instincts
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
14. I have no problem working for someone else
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
15. I try to be the first or the best in my area of competency
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
16. For me, taking risks is like buying a lottery ticket: it’s a question of chance
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
17. I am capable of seeing many solutions to a problem
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
18. I always try to learn lessons from my failures
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
19. For me, everything is possible if I believe I can do it
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
Back
Next
Save
20. I prefer using the good old ways of doing things
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
21. Success is mostly luck
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
22. A certain level of stress stimulates me
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
23. It is easy for me to motivate others to work with me
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
24. I often feel stuck by a difficult situation
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
25. I can easily imagine many ways to satisfy a need
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
26. After a failure, I am able to pick myself up and start over
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
27. I am not always ready to make sacrifices in order to succeed
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
28. I don’t like to influence others
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
Back
Next
Save
29. To be satisfied with myself, I take on easy projects
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
30. When I take on a project, I am not always convinced that I can carry it out successfully
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
31. I like to lead others
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
32. I always try to take calculated risks
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
33. I have a hard time functioning in uncertain or ambiguous situations
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
34. I am always in the midst of launching new projects
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
35. I have a hard time anticipating events, trends
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
36. I really enjoy situations where there are rules to respect
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
37. Today, it takes money to make money
1
2
3
4
Totally Disagree
Totally Agree
1 is Totally Disagree, 4 is Totally Agree
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 never be asked to pay a consultant directly.
*
I Agree
Save
Submit
Should be Empty: