Franchise Insider CONFIDENTIAL QUESTIONNAIRE

Consultant: Patrick Elsner / 314-991-7978 / 314-660-2271 (cell/text)

Email:Patrick@ThePerfectFranchise.com

Thanks for completing the confidential questionnaire. Once we receive it, you will be given access via email to our calendar. There, you can schedule a time for a consultation.
Date

MonthDayYear
Date
YOUR INFORMATION
Name

First NameLast Name
Age
Partner's/Spouse's Name

First NameLast Name
Spouse's Age
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Home Phone Number

Area CodePhone Number
Cell Phone Number

Area CodePhone Number
Best Time To Call?
Your email address?
Your E-mail Address
CHILDREN
How Many?
What Ages?

PROFESSIONAL INFORMATION
Your Occupation
Employer
Income
Former military?
Your Spouse's Occupation
Employer
Income
Former military?
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?

RATE YOUR FRANCHISE KNOWLEDGE
Which franchise brands have you already engaged with?
Why do you like those franchise brands?
#1 most important attribute of a business?
What month do you want to open your franchise?
Who will make the decision?
What area of the country do you want to open in? (i.e. Summit, NJ or Orange County, CA)
Location #1
Location #2
Location #3

JUDICIAL INFORMATION
Have you or your spouse been involved in a bankruptcy?
Are you a US citizen?
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.

FINANCIAL PROFILE

Why do we need this information? Every franchise has minimum net worth and liquidity requirements to qualify for their brand. WE DO NOT SELL or DISTRIBUTE THIS INFORMATION. To fund your business, you will need a minimum of 30% of the total cost of the business upfront. These upfront funds typically come from your bank savings accounts, home equity lines of credit, credit cards, loans from family members, etc. The balance of the investment (70%) can be financed through 3rd party sources that we can assist you in finding with your good financial credit. Minimum FICO score: 650.
Would you like information on a service that offers an IRS approved option for using all or part of your 401k/IRA to fund your new business (no penalty for early withdrawal) and would shield you from capital gains taxes?
yes or no
ASSETS
Cash (Checking & Savings)
Stocks, Bonds, CDs
Home Market Value
401k
IRA
Autos
Personal Property
Money Due You
Other assets (rental property, art, etc)

Long-term rentalsVRBO/vacation rentalsOther businessesArt collectionBaseball card collectionCrypto currency
Other assets (rental property, art, etc)/please briefly describe __________________________________________________________________
Total Assets
LIABILITIES
Credit Card Debt
Auto Debt
Mortgage Outstanding
Home Equity Line of Credit (HELOC)
Accounts Payable
Other Debts
Total Liabilities
FINAL THOUGHTS ON FINANCING
Net Worth (Total Assets - Total Liabilities)
Cash Available for Investment?
Will you have a partner (besides a spouse)?
Will you have investors?
Will partners / investors be active in the business?
FICO/credit score
Are you a US citizen?

YesNo
Please verify that you are human*
Should be Empty:

YOUR INFORMATION

CHILDREN

PROFESSIONAL INFORMATION

BUSINESS EXPERIENCE

RATE YOUR FRANCHISE KNOWLEDGE

What area of the country do you want to open in? (i.e. Summit, NJ or Orange County, CA)

YOUR PERSONAL INTERESTS...maybe there is a franchise that can bridge business and personal interests!

Where is your franchise located? What business categories have appeal? (Rate interest from 1-5)

JUDICIAL INFORMATION

FINANCIAL PROFILE

ASSETS

LIABILITIES

FINAL THOUGHTS ON FINANCING