Client Information
_________________________________
Client Name:
Home
Phone:
Work
Phone:
Cell
Phone:
Email
Address:
Address:
City:
State:
Zip:
Personal
Information _________________________________
DOB:
Marital Status:
Select One
Single
Married
Spouse's Name:
General Health:
Spouse's Occupation:
Are
You A US Citizen:
Select One
Yes
No
If Not
What Country:
Total
Dependents:
Education
_________________________________________
Last
Year Of High School Completed:
Select One
1
2
3
4
Last
Year Of College Completed:
Select One
1
2
3
4
Last
Year Of Post-Graduate Completed:
Select One
1
2
3
4
School
University Name:
Year
Graduated:
Degree:
Professional Experience ______________________________
Company:
Address:
Division:
Employed From:
To:
Questionnaire
______________________________________
1. Please
describe what you are doing now and what has sparked your
interest in owning your own business? Is this business for
yourself? You and your spouse or a partner? Is anyone else
going to be involved in the decision? Please explain.
2. Please
describe at any position in your career where you have managed
one or more employees. Are you comfortable managing employees
and if so how many?
3.
Assuming we find the right franchise, what is your ideal
ownership situation? Manage the manager, owner
operator, husband wife team? Do you desire to OWN a
single unit or multi unit area development?
4. Do you own
any businesses now or have you in the past? What kind? Please
explain.
5.
What businesses do you like or have thought about? (List any and
all that may apply).
Please list your reasons why, in detail you have had any
interest. Your personal interests and life experiences are what
drive your passion.
Loving what you do is often attributed to a high level of
commitment and success.
6.
What industries do you NOT like (if any)?
7. Please rank your core competencies in the
order of confidence and career experience. 1=Highest &
5=Lowest
8.
Are
you interested in becoming the income of your business or hiring
the key employee to generate the daily revenue on your behalf?
(The Jockey to the Horse, i.e. chef to a restaurant,
stylist to the salon, sales manager to a retail location or
service.)
9 . Using
the information from your composition of net worth worksheet
discuss in detail the level of investment you are comfortable
with. This will include a normal franchise fee; build out costs,
equipment (Furniture Fixtures & Equipment) and working capital. Please discuss how you
plan to capitalize your venture.
10 .
What is your current credit score?
11 .
How much income do you need or expect from your business?
12. Where do you prefer your business to be
located? Include County!
How open minded are you to your franchisor partner finding you
the best location? Tell me about the area you live in general
demographics of growth and income.
13. What businesses have you looked at buying
(if any) prior to speaking with me? Have you spoken
with any franchisors recently or completed any on-line
applications?
14. Being realistic, what are the top 3 things
that are most important to you in the perfect business
opportunity? (Examples include – Helping Others, Enjoyment,
Passion, Life Experiences, Lifestyle, Entry Cost, Ease of
Operation, Potential to Build Equity, Retirement, Build Business
to Sell, Time Commitment, Proximity to Home, Prestige, Family
Friendly Hours, Product or Service, Net Profit)
15.
What the TOP 3 things you are really good
at doing?
16. Knowing that businesses are not a
passive investment, but living entities that need day to day
attention, rate your work ethic on a scale of 1-10. (Regardless
if you are owner-operated or manage-the-manager)
Select One
1
2
3
4
5
6
7
8
9
10
17. If you are gainfully employed, please
describe your preference: to supplement your current income,
slowly replace, transition, or completely break away. Please
explain. Do you have any flexibility in your current job?
(Coming and going)
18. What are
the personal things you love to do? (hobbies or other things
that you like to do in your free time or have enjoyed in the
past) i.e., automotive, health, fitness, nutrition, wellness,
food, sports, recreation, technology and other things of
personal interest. These desires will be integrated into the
businesses options we select for you based on your profile. YOU
MUST SEE YOURSELF DOING WHAT YOU LOVE IN TWO YEARS TO STAY
COMMITTED TO YOUR VENTURE.
19. Every
business owner must be able to Market their own business
regardless of their personality type.
Do you prefer to have your customers come to you through
local advertising you place to generate customers OR, do you
prefer self-marketing and reaching out to potential customers
through telephone, face to face sales calls?
20. In the
area of your greatest weakness (which we all have) what area of
business would you hire someone to perform for you on a day to
day basis part or full time? Sales? Customer Service,
Administration, Managing or Accounting?
21. Please rank the
Top Five industry
in your order of preference. 1=Highest & 5=Lowest
22 .
Do you prefer your end-user to be a customer or a business? i.e.
B2C or B2B.
2 3.
How committed are you to owning your own business? (10 being the highest)
Select One
1
2
3
4
5
6
7
8
9
10
2 4. Is there
anything else you would like to share that will assist in
finding the right franchise?
Financial Information - Composition Net Worth _____________
Your composition of net worth is a
complete and combined review of your assets minus your
liabilities. This will determine the minimum and maximum risk
tolerance. We often over or under estimate the importance of
this counsel.
Additionally, in many businesses,
landlord tenant improvement allowance, leasing furniture,
fixtures and equipment (ff&e), free rent, contribute to
alternative capital to reduce start up costs.
Applicant - PLEASE READ
It is understood that the purpose of this questionnaire is for
information only and is in no way binding upon the franchise
company, its agents, representatives or the applicant. It
is, however, understood that the applicant supplies this
information contained herein to the best of his knowledge and
ability and that the franchise company, its agents,
representatives, rely on this fact in assessing the desirability
and qualifications of the applicant. This application will
serve as authorization for franchise company, its agents, or
representatives to complete credit and other background checks
