Date
CANDIDATE INFORMATION
Email (Required)
Name
First Name
Last Name
Home Phone
Cell Phone
Street Address
Address Line 2
City
State Select Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Armed Forces Americas Armed Forces Europe Armed Forces Pacific
Zip
PERSONAL INFORMATION
Date of Birth
Marital Status Select Single Married Seperated Divorced Widowed/Widowered
Spouse’s First Name
Spouse’s Last Name
Spouse’s Occupation
Spouse’s Employer
Total Dependents
Are you a U.S. Citizen Select Yes No
If not, what country?
PROFESSIONAL EXPERIENCE
Name of Current Company, if employed or self-employed
Employed from (start date to end date)
Your Title
Duties & Responsibilities
GENERAL QUESTIONNAIRE
What’s motivating you to the point of looking for a franchise now?
How long have you been looking for a franchise?
Have you looked at any franchises or businesses concepts? If so which ones?
Have you ever worked with a franchise broker?
If answered Yes to working with a franchise broker, please explain
Have you owned your own business before? If so, what type?
What aspects of business ownership do you find attractive?
Would you plan to spend full-time in this business? (owner-operator, or manage employees)
What is the time frame in which you would like to begin your new business? How quickly would you like to get started? Select ASAP 1 – 3 Months 3 – 6 Months 6 Months – 1 Year Over One Year
Have you ever been in a sales or marketing position? If so, how would you rank your marketing ability including networking? Select None 1 2 3 4 5 6 7 8 9 10
In your career, have you ever managed employees? If so, what is the most you managed?
Will you have a spouse or partner in the business with you? Select Yes No To Be Determined
What do you feel are your 3 or 4 natural (key) talents?
What types of tasks do you enjoy the most?
What types of tasks do you not enjoy?
Are you a veteran?
Favorite Activities/Interests/Passions
Are you looking for Home Based or Bricks and Mortar? Select Home Based Bricks and Mortar
Describe your perfect business: List characteristics like your hours of operation, the types of employees, the types of clients, would family be involved, what would your day look like, etc.
Additional comments about your motivations and goals for business ownership.
FUNDING CONSIDERATIONS/PERSONAL FINANCIAL STATEMENT
What is your current income and will any part of this continue after you own your business?
What amount of liquid capital are you comfortable investing? How do you plan to finance the rest?
Do you know your Credit Score?
What is your current net worth? (assets – liabilities = net worth)
What is the current value of your retirement account (s)?
What is the value of your liquid assets? (cash in the bank, value of NON-retirement accounts)
Do you own your own home? What is your approximate equity (current value – mortgage)?
Have you or your spouse ever declared bankruptcy? Or have you been convicted of a felony? Please explain
INDUSTRY CHECKLIST & INTEREST LEVEL RANKINGS
Advertising & Marketing Select 1 2 3 4 5 6 7 8 9 10
Automotive: Car Repair, Maintenance, Body Shop, Paint Select 1 2 3 4 5 6 7 8 9 10
Beauty / Grooming: Hair Salons / Spas / Tanning / Beauty Services Select 1 2 3 4 5 6 7 8 9 10
Car Wash or Dry Cleaning Select 1 2 3 4 5 6 7 8 9 10
Children’s Services: Tutoring/Education/Parties/Sports-Themed Hair Salons Select 1 2 3 4 5 6 7 8 9 10
Cleaning: Residential & Commercial Select 1 2 3 4 5 6 7 8 9 10
Computer/Internet: Service/Digital Marketing Select 1 2 3 4 5 6 7 8 9 10
Consulting Services: Business Management Training / Marketing & Professional Services Coaching Select 1 2 3 4 5 6 7 8 9 10
Employment Services: Staffing, Recruiting, Hiring Select 1 2 3 4 5 6 7 8 9 10
Facility Improvement: Residential & Commercial
Painting (Executive Model where you manage & build business, not actually paint) Rank 1-10 Select 1 2 3 4 5 6 7 8 9 10
Remodeling & Repair: Kitchen Remodeling, Closet Design, Garage Organization Rank 1-10 Select 1 2 3 4 5 6 7 8 9 10
Handyman Services Business Rank 1-10 Select 1 2 3 4 5 6 7 8 9 10
Financial Services: Expense Reduction, Investment Strategist, Tax Preparation, Factoring, Check Cashing or ATM Select 1 2 3 4 5 6 7 8 9 10
Food & Beverage: Full-Serve Restaurants, Fast-Casual Dining, Smoothies, Yogurt, Specialty Treats Select 1 2 3 4 5 6 7 8 9 10
Health & Fitness: Workout Centers, Wellness, Nutrition, Sports and Recreation Select 1 2 3 4 5 6 7 8 9 10
Junk Removal: Debris haul-a-way, Recycle, or Moving Services Select 1 2 3 4 5 6 7 8 9 10
Pet Services: Grooming, Dog Walking / Sitting, Agility Training, In-Home Training Select 1 2 3 4 5 6 7 8 9 10
Print, Copy, Pack & Ship Services: Consumer Retail & B2B Trade Select 1 2 3 4 5 6 7 8 9 10
Real Estate Services: Prop Management, Investment Strategies Select 1 2 3 4 5 6 7 8 9 10
Restoration & Repair: Water Damage & Fire Remediation / HVAC Select 1 2 3 4 5 6 7 8 9 10
Retail Select 1 2 3 4 5 6 7 8 9 10
Senior Care & Special Needs: Health related services – Medical / Non-medical, In-Home Care, Nanny Services Select 1 2 3 4 5 6 7 8 9 10
Signage: Window Signs, Store Banners / Posters, Light Manufacturing Select 1 2 3 4 5 6 7 8 9 10
Storage/Pod Solutions Select 1 2 3 4 5 6 7 8 9 10
Unique: Not mainstream Select 1 2 3 4 5 6 7 8 9 10
Vending: Distribution, All Natural, Healthy Snacks, Light Meals Select 1 2 3 4 5 6 7 8 9 10