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: Rich LeBrun

Consultant's Email: [email protected]

Personal Information

First name *

Last name *

Age *

Number of children

Ages of children

Street Address *

State *

City *

Postal code *

Phone *

LinkedIn profile URL

Email *

Are you currently working? *

Your company industry

Your company name

Your company title/position *

US citizen? *

Your current income *

$

Your monthly living expenses

$

Please attach your resume here.

PDF, PNG, JPEG, JPG, DOCX or DOC

Spouse's Information

Spouse's name

Spouse's age

Spouse's email

Spouse's phone

Spouse's company industry

Spouse's company name

Spouse's company title/position

Spouse's current income

$

Is your spouse supportive?

Will your spouse be involved in the business?

Is your spouse currently working?

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? *

What hobbies, passions do you have? What do you do for fun?

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 *

1

2

3

Allow me to follow my passion *

1

2

3

Provide money to secure my financial future *

1

2

3

Have you ever owned a business?

What business have you owned?

What brands have you looked at?

Are you working with another broker? *

Can you spend 2-5 hours a week on this process?

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? *

Location Preferences

Location preference 1 *

Location preference 2

Location preference 3

Skillset

Sales ability

Select all that apply.

Management ability *

Financial ability *

Business operations

Retail or Business hours? *

Labor-skilled or Non-skilled? *

White or Blue collar? *

B2C or B2B? *

Home or Away? *

Emerging brands? *

Business that scale? *

Semi-absent or Owner-operator? *

Number of employees? *

Resale opportunities? *

Refer to this Matrix document to check the categories. Choose as many answers as you'd like.

What categories are you interested in? *

Vision and goals

Fears & challenges

Comfortable signing Real Estate lease? *

Prefer business with inventory? *

Status important? *

Balance sheet

Assets:

Cash *

$

Stocks/Bonds/CD Non-retirement *

$

Home market value *

$

Retirement Account:

401K *

$

IRA *

$

Roth IRA *

$

Auto *

$

Pensions *

$

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) *

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 *

Most important reasons for owning a business

Industries

Advertising & Marketing *

Automotive *

Building & Storage *

Car wash *

Children's services *

Cleaning and maid service *

Coffee *

Computer internet technology *

Dry cleaning/Laundry *

Employment personnel staffing *

Financial services *

Fitness *

Food *

Hair care & Beauty salon/Personal care *

Home services *

Management and training *

Medical, health beauty & nutrition *

Packaging & mailing *

Pets & Pest control *

Printing & copying *

Real estate *

Repair & restoration *

Retail *

Senior care *

Sports *

Travel *

Vending *

Entrepreneur characteristics

Can you see yourself as a business owner?

Are you tired of working for someone else?

Can you follow a defined system?

Can you make the tough decisions?

Are you a self starter?

Can you handle uncertainty in the market?

Do you enjoy learning new things, trying new things?

Can you accept failure as a pathway to success?

Will you show up even if no one else does?

Do you care about serving other people?

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