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A Quick 5-Minute Assessment to Understand Your Needs

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First Name*

Last Name

Email*

Phone*

Address*

Street Address Line 2

City*

State*

Zip Code*

Specific Brand of Business (if known)

Industry or Business Category

Home Services ( Lawn Care, Roofing, HVAC, Pool Services, Maid Services)

Health Care, Senior Care (Medical, Nursing, Memory Care)

Fitness, Wellness (Personal Training, Massage, MedSpa, Pilates, Stretching)

Business Services (Finance, Recruiting, Coaching, Vendor Management)

Food Related (Coffee, Restaurants, Bar, Quick Serve)

Child Related, Education (Tutoring, Kid's Sports, Music, Arts)

Pet Related (Grooming, Training, Boarding, Pet Retail)

Retail (Health Supply, Dispensary, Clothing)

Automotive (Oil Changes, Mechanics, Tires, Tinting & Coatings)

Unattended Retail (Laundromats, Vending Machines)

Current Job Title

Annual Compensation

Spouse or Business Partner's Job Title

Spouse or Business Partner's Annual Compensation

What is your current employment status?

Employed Full Time Employed Full Time

Employed Part Time Employed Part Time

Unemployed Unemployed

Self Employed Self Employed

Retired Retired

What type of business ownership are you most interested in?

Open to Best Fit Open to Best Fit

Full Time Business Owner-Operator Full Time Business Owner-Operator

Semi-Passive Ownership/ Stay Employed Semi-Passive Ownership/ Stay Employed

Investor/ CEO Model Investor/ CEO Model

Multi-Unit Developer Model Multi-Unit Developer Model

What are your professional strengths and leadership skills?

What areas are you not as experienced in or dislike?

Which of the following best describes your management ability?

I am a good manager I am a good manager

I manage other because I need to I manage other because I need to

I dislike managing others I dislike managing others

How many hours per week are you willing to work to grow the company in year 1?

20-40 20-40

40 40

40-60 40-60

Whatever it takes Whatever it takes

As few as is required As few as is required

Please choose what best describes your sales skills:

I consider myself a sales person - I love cold calling and networking I consider myself a sales person - I love cold calling and networking

I am good at sales and I like networking - but do not like cold calling I am good at sales and I like networking - but do not like cold calling

I prefer selling to people who have expressed an interest in my product/service I prefer selling to people who have expressed an interest in my product/service

Sales is not for me - I prefer the operations side of business Sales is not for me - I prefer the operations side of business

Have you ever owned a business?

Yes, currently own Yes, currently own

Yes, in the past Yes, in the past

No No

Have you or family ever owned a franchise?

Yes, currently own Yes, currently own

Yes, in the past Yes, in the past

No No

If yes, please tell me a little about your business ownership experience.

How long have you been looking for a franchise/business?

What has held you back from business ownership in the past?

What are your hobbies and interests?

Are you or your spouse on active duty or a military veteran?

Yes, in the past Yes, in the past

No No

Have you or your spouse been involved in a bankruptcy?

Yes, in the past Yes, in the past

No No

Have you or your spouse been convicted of a felony?

Yes, in the past Yes, in the past

No No

If there is a bankruptcy or felony please provide details

Financial Profile

This information is important as franchisors set minimum liquidity and net worth requirements for their brands. Financial numbers may be approximate.

Retirement Funds (401k's TSPs, IRA's, etc..)

Real Estate Equity (value less debt)

Non-Retirement Funds (Stocks, bonds and cash)

Other Assets

Estimated Net Worth

Credit Score

650-700 650-700

701-750 701-750

Over 750 Over 750

Below 650 (needs improvement) Below 650 (needs improvement)

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Location: USA

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A Quick 5-Minute Assessment to Understand Your Needs

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