Franchise Ownership Goal Assessment

Thank you for taking the time to complete this questionnaire! Your answers will help us understand your goals, preferences, and investment criteria so we can match you with the best franchise opportunities.

This won't take long, let's get started.

First Name *

Last Name *

Phone *

Email *

About You

1. What is your current occupation? *

2. How long have you been looking into franchise ownership? *

Just started my search

Less than 6 months

6 to 12 months

Over a year

3. What motivated you to explore business ownership? *

4. Have you owned a business before? *

Yes

5. Will there be a partner involved? *

Yes

Financial Readiness

6. What is your estimated budget for investing in a business? *

Less than $50K

$50K to $100K

$100K to $250K

$250K to $500K

$500K Plus

7. What is your approximate liquid capital available for an investment? *

Less than $50K

$50K to $100K

$100K to $250K

$250K to $500K

$500K Plus

8. What is your approximate net worth? *

Less than $100K

$100K to $250K

$250K to $500K

$500K to $1M

$1M Plus

9. Is your credit score above or below 700? *

Above 700

Below 700

Unsure

10. Are you planning to use financing? *

Yes

Unsure

11. What is your net income (cash flow) goal once your business has been running for over 1 year? *

Business Preferences

12. What industries are you most interested in? (Check all that apply.) *

Home Services

Health & Wellness

Food & Beverage

Automotive Services

Child Services

Senior Services

Pet Services

Real Estate & Financial Services

Retail

Business & Commercial Services

Events & Entertainment

Other

13. What type of business model appeals to you? (Check all that apply.) *

Home-based

Brick and mortar

Mobile service

14. What role as an owner do you prefer? *

Owner Operator

Semi-Involved (less than 20 hours per week)

Passive (less than 5 hours per week)

Timeline & Goals

15. What is your ideal timeline for business ownership? *

ASAP (within 3 months)

3 to 6 months

6 to 12 months

Still exploring, no set timeline

16. What is your MAIN goal in owning a business? *

Be my own boss

Financial independence

Career change

Build generational wealth

Other

Additional Information

17. Is there anything else you'd like us to know to help guide you in the right direction? (optional)