Franchise Candidate Questionnaire

PERSONAL INFORMATION

Email *

First Name *

Last Name *

Home Phone

Cell Phone

Street Address

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Country

PERSONAL INFORMATION

Date of Birth

Month

Day

Year

Marital StatusSingleMarriedDomestic Partnership/Long Term Partner

Spouse’s First Name

Spouse’s Last Name

Spouse’s Occupation

Spouse’s Employer

Ages of Children

Are you a U.S. Citizen?US CitizenUS Permanent ResidentNeither

If non US, what country are you a citizen of?

PROFESSIONAL EXPERIENCE

Name of Current Company, if employed or self-employed

Employed From (start date)

Month

Day

Year

*If you are still working then no need to add employed to (end date)

Employed To (end date)

Month

Day

Year

I still work hereYesNo

Your Title

Duties & Responsibilities

LinkedIn Url

GENERAL

What’s motivating you to consider a franchise?

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?YesNo

If answered Yes to working with a franchise broker, how was that experience?

Would you be interested in multiple units or area development opportunities?YesNoNot sure

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?YesNo

Would you prefer Owner-operator, or to manage employees?Owner OperatorManage EmployeesEither

What is the time frame in which you would like to begin your new business? How quickly would you like to get started?ASAP3-6 Months6 Months-1 yearOver 1 year

In your career, have you ever managed employees?YesNo

If so, what is the most you managed?Less than 1011-100100+

Will you have a spouse or partner in the business with you?YesNo

What do you feel are your 3-4 greatest strengths?

What types of tasks do you enjoy the most?

What types of tasks do you not enjoy?

Are you a veteran?YesNo

Favourite Activities/Interests

Are you looking for Home Based or Bricks and Mortar?Home basedBricks and MortarEither Home Based or Bricks and Mortar

Describe your perfect business:

Additional comments about your motivations and goals for business ownership:

FUNDING/ 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?

What is your Credit Score?770+700-770under 700I don’t know

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 home? What is your approx equity (current value – mortgage balance)?

Do you own any real estate? If so, what is the total equity of your real estate holdings?

Have you or your spouse ever declared bankruptcy? Or have you been convicted of a felony?YesNo

If your above question answer is yes then, please explain:

INDUSTRY CHECKLIST & INTEREST LEVEL RANKINGS
The following are some of the industry categories available in franchising. There are hundreds of franchise concepts available, so this is just an initial discussion point.
Please rank your level of interest in the following categories 1 – 10

10 = Most Interested
*Please do not select 5

FACILITY IMPROVEMENT: RESIDENTIAL & COMMERCIAL
10 = Most Interested
*Please do not select 5

Are there industries not included in this questionnaire that you would like to explore if a franchise exists? If yes, which industries?

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CANDIDATE QUESTIONNAIRE