Candidate Questionnaire

This questionnaire will prompt you for information that relates to your criteria of franchise business ownership. There are no wrong answers as all of your information will be reviewed and clarified during the subsequent consultation. This information will be treated as confidential and will only be shared with franchise companies that you agree to evaluate as part of your search for the right opportunity.

Personal Information
First Name*
Last Name*
Phone*
Email*
Address*
Street Address Address Line 2 City State ZIP Code
Background and Experiences
Where are you currently in your career?
What is your education level?
Have you ever owned a business?
- Yes
- No
Are you a Veteran?
- Yes
- No
Are you a homeowner?
- Yes
- No
Are you planning to enter business ownership alone or will you have partners?
Do you have any management experience?
Do you have any marketing experience?
Do you have any sales experience?
Do you have experience in reviewing financial statements?
Do you have customer service and account management experience?
Business Ownership Preferences
Please select the motivations that best represent you:*
- Generate income & wealth for myself versus others
- Create more freedom and control over my time
- Remove threat of future job loss
- Add business asset to diversify portfolio
- Creat legacy to pass onto family
What business ownership model do you prefer?*
- Owner Operator (Full-Time)
- Semi-Passive (Part-Time)
- Fully Passive (Absentee / Investor)
Would you prefer to have an Inventory or Service-based business model?*
Franchise Category Rankings

Rate your interest in the following categories on a scale of 1-10 (10 being MOST interested)*

	1	2	3	4	5	6	7	8	9	10
B2B & Business Services
Child Services
Cleaning & Disinfection Services
eSports Gaming
Fitness & Beauty
Food & Beverage
Health & Wellness
Home Services
Pet Care/Animal
Real Estate Renovation & Investing
Retail Brick and Morter
Senior Services
Open to Any Industry

Location where you prefer to operate your business.
City State ZIP Code
Alternate location where you prefer to operate your business.
City State ZIP Code
How soon would you like to open your business?*
Have you previously worked with a Franchise Broker/Consultant?
- Yes
- No
How long have you been looking for the right opportunity?
What franchise opportunities or businesses have you already considered?
What else should I know in helping you to find a business?
Financial Profile
Estimated Liquid Capital for Investment*
Preferred Total Investment, Including financing*
Will you use a 401(k) or IRA to fund your business?
If you know your credit score, please identify
Are you interested in learning about financing options?
- SBA Express Loan up to $150K
- 401(k) Business Funding (Rollover)
- Unsecured Lines of Credit
- Term Loan Program
- Business Credit Card Program
- Other

Candidate Questionnaire

Personal Information

Background and Experiences

Business Ownership Preferences

Franchise Category Rankings

Financial Profile

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