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 Hanrahan

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? *

Your company title/position

Current Employer

Employer Industry

US citizen? *

Your current income *

Spouse's Information

Spouse's name

Spouse's age

Spouse's company title/position

Spouse's current income

Will your spouse be involved in the business?

Other Business Info

Ever filed bankruptcy? *

Year of bankruptcy

Been convicted of a felony? *

Are you a Veteran?

Are you a First Responder?

Preferred time frame for opening your business? *

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?

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. *

How do you plan on paying for the business? *

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

Management ability *

Financial ability *

Business Operations

Labor-skilled or Non-skilled? *

B2C or B2B? *

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

Standard Retail or Extended Hours of Operation? *

Are you interested in emerging brands? *

Institutional Scalability important to you? *

Resale opportunities? *

Number of employees? *

Owner Operator full time or Executive Model Partial Involvement? *

Vision and Goals

Is the idea of Status important to you? *

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: *

Most important reasons for owning a business *

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 *

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

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

Risk tolerance *

Industries

Home services *

Commercial Services *

Youth Enrichment *

Sports & Entertainment *

Family Entertainment *

Pet Services *

Mobile Services *

Automotive *

Food & Beverage *

Senior care *

Wellness *

Healthcare *

Personal Services *

Beauty *

B2B Consulting *

Alternative Health *

Entrepreneur Characteristics

Are you coachable? *

Can you follow a proven process? *

Do you have leadership skills? *

What strengths and traits do you bring to business ownership?