FCC CONFIDENTIAL QUESTIONNAIRE

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

Email: info@FranInside.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.
YOUR INFORMATION
Name

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

First Name Last Name
Spouse's Age
Address

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code Country
Home Phone Number

Area Code Phone Number
Cell Phone Number

Area Code Phone Number
Best Time To Call?
Your E-mail
CHILDREN
How Many?
What Ages?

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 this year 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

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
Pensions
Other Assets (rental property, art, etc)
Total Assets
LIABILITIES
Heading
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?
Please verify that you are human *
Should be Empty:

YOUR INFORMATION