Questionnaire

Personal Information

Full Name

First

Middle

Last

Spouse

First

Last

Partner

First

Last

Best Time to Reach You

Preferred Communication Method

Phone

Email

Text

Phone

Email

Address

City

State/Province

Zip/Postal

Country

Background & Experience

Employment Status

What is your level of education?

Comments

Are you a veteran?

Yes

No

Are you a homeowner?

Yes

No

Have you ever owned a business?

Yes

No

Will you be entering business ownership alone or will you have partners?

Who will be advising you through this process?

What has caused you to start looking at franchise/business ownership opportunities?

Franchise Category Choices

Other Industry Categories Not Listed Above

Preferred Franchise Location

City

State

Zip

What franchise concepts have you considered?

What else should I know in order to help you find a franchise?

Financial Profile

Estimated Liquid Cash for Investment

Will you use a 401(k) or IRA to fund your business?

Yes

No

Not sure

What is your credit score (FICO)?

Estimated Net Worth

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

Personal Information

Background & Experience

Franchise Category Choices

Preferred Franchise Location

Financial Profile

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