Client Questionnaire | Emerald Franchise Group

Many of the questions in this form are optional. Please share as much information as you can. The more I learn about you the more I can help you find a great fitting franchise!

Consultant's Name: John Harnahan

Consultant's Email: [email protected]

Personal Information

First name *

Last name *

Age *

Number of children

Ages of children

Street Address *

City *

State *

Postal code *

Phone *

Email *

Are you currently working? *

Yes
No
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Your company title/position

Current Employer

Employer Industry

US citizen? *

Yes
No
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Your current income *

Spouse's Information

Spouse's name

Spouse's age

Spouse's email

Spouse's company title/position

Spouse's current income

Will your spouse be involved in the business?

Yes
No
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Other Business Info

Ever filed bankruptcy? *

Yes
No
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Year of bankruptcy

Been convicted of a felony? *

Yes
No
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Are you a Veteran?

Yes
No
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Are you a First Responder?

Yes
No
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Preferred time frame for opening your business? *

0 - 3 months
3 - 6 months
6 - 12 months
12 months +
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Prioritize in order of what is most important that you want owning a business to do for you (Do this by placing 1, 2, 3 in order of importance)

Provide a good quality of life *

Allow me to follow my passion *

Provide money to secure my financial future *

Have you ever owned a business?

Yes
No
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What business have you owned?

What Franchise Brands have you investigated?

How many hours a week can you allocate to a new business? *

How serious are you about owning a business? Scale of 1-10, 5 is not allowed. *

1
2
3
4
6
7
8
9
10
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How do you plan on paying for the business? *

Savings
Retirement funds
Financing
Investors
Other
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What motivates you outside of work? How do you spend time outside of your work? What are your hobbies and what do you do for fun? *

Location Preferences

Location preference 1 - City, State, Zip code *

Location preference 2 - City, State, Zip code (if known)

Location preference 3 - City, State, Zip code (if known)

Skillset

Sales ability

I don’t mind cold calling
I like to network in a B2B environment
I prefer customer come to me
I prefer going to customers home to give estimates
Hunter
Consultative
In the field
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Management ability *

Strong hired, fired, built teams
Managed teams, no talent acquisition skills
Never managed or hired talent
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Financial ability *

Strong P & L responsibility
Good at budgeting, no P & L experience
Weak not good with numbers
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Business operations

Labor-skilled or Non-skilled? *

Labor-skilled
Non-skilled
Both
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B2C or B2B? *

B2C
B2B
Both
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Home Based Business or The Business Location is Not at My Home? *

Home Based Business
The Business Location is Not at My Home
Both
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Standard Retail or Extended Hours of Operation? *

Standard Retail Hours
Extended Hours
Both
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Are you interested in emerging brands? *

Yes
No
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Institutional Scalability important to you? *

Yes
No
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Resale opportunities? *

Yes
No
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Number of employees? *

0-5
6-15
16+
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Owner Operator full time or Executive Model Partial Involvement? *

Owner Operator full time
Executive Model Partial Involvement
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Vision and goals

Is the idea of Status important to you? *

Yes
No
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Fears & challenges

My Vision of what’s different in my life owning a successful business is… *

My primary goals for owning my own business are: *

Balance sheet

Assets:

Cash *

Stocks/Bonds/CD Non-retirement *

Home market value *

Retirement Account:

401K *

Other Retirement Account:

IRA *

Roth IRA *

Other:

Auto Value *

Personal property *

Rental property value *

Other assets *

Total Assets

Liabilities:

Auto debt *

Credit card debt *

Line of credit *

School loans *

Rental property mortgage balance *

Mortgage balance *

Other debts *

Total liabilities *

Net worth *

Liquidity *

What is your total investment exposure comfort level? (Total of down payment and amount financed) *

$50,000 - $100,000
$100,000 - $200,000
$200,000 - $300,000
$300,000 - $500,000
over $500,000
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The income you need to make once the business is up and running (assume after year 3) *

Is your credit score above 685? Yes/No. *

Time you can go without an income while you build your business

Financials and notes

Risk tolerance *

Low
Medium
High
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Most important reasons for owning a business

Industries

Advertising & Marketing *

Not interested
Somewhat interested
Very interested
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Automotive *

Not interested
Somewhat interested
Very interested
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Building & Storage *

Not interested
Somewhat interested
Very interested
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Car wash *

Not interested
Somewhat interested
Very interested
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Children's services *

Not interested
Somewhat interested
Very interested
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Cleaning and maid service *

Not interested
Somewhat interested
Very interested
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Coffee *

Not interested
Somewhat interested
Very interested
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Computer internet technology *

Not interested
Somewhat interested
Very interested
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Dry cleaning/Laundry *

Not interested
Somewhat interested
Very interested
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Employment personnel staffing *

Not interested
Somewhat interested
Very interested
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Financial services *

Not interested
Somewhat interested
Very interested
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Fitness *

Not interested
Somewhat interested
Very interested
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Food *

Not interested
Somewhat interested
Very interested
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Hair care & Beauty salon/Personal care *

Not interested
Somewhat interested
Very interested
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Medical, health beauty & nutrition *

Not interested
Somewhat interested
Very interested
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Home services *

Not interested
Somewhat interested
Very interested
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Pet Services *

Not interested
Somewhat interested
Very interested
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Pest Control *

Not interested
Somewhat interested
Very interested
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Packaging & mailing *

Not interested
Somewhat interested
Very interested
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Real estate *

Not interested
Somewhat interested
Very interested
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Restoration *

Not interested
Somewhat interested
Very interested
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Senior care *

Not interested
Somewhat interested
Very interested
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Sports *

Not interested
Somewhat interested
Very interested
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Travel *

Not interested
Somewhat interested
Very interested
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Vending *

Not interested
Somewhat interested
Very interested
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Entrepreneur Characteristics

Are you coachable? *

Yes
No
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Can you follow a proven process? *

Yes
No
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Do you have leadership skills? *

Yes
No
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What strengths and traits do you bring to business ownership?