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Confidential Questionnaire (CQ)

CONFIDENTIAL QUESTIONNAIRE (CQ)

The Confidential Questionnaire (CQ) is an essential part of the franchise consultation process and enables me to understand you and your situation. Completing the questionnaire should take approximately 15 minutes. Your questionnaire is CONFIDENTIAL and will not be shared without your consent.

Note: If you decide to engage in discussions and investigate a specific franchise, they will require such information to validate that you meet their financial requirements. Only in this circumstance will we seek your consent.

"*" indicates required fields

1Personal Information

2Business Questions

3Financial Information

Personal Information

Step 1 of 3

First Name*

Last Name*

Age*

Phone*

Email*

Street Address*

City*

State*

Postal Code*

If you are currently not employed, please reference last employer. If you own your own business, reference business name.

Your Employer

Job Title*

Annual Income*

Your LinkedIN Profile Page URL

Spouse’s information is NOT required, but is helpful in understanding your situation.

Spouse’s Name

Spouse’s Employer

Spouse’s Job Title

Spouse’s Annual Income

Children

Ages of Children

Business Questions

Step 2 of 3

Do you plan to work full-time in your business?

Yes

Maybe

Will your spouse be involved in your new franchise?

Yes

Maybe

Have you ever owned a business?

Yes

How long have you been looking for a business?

What’s motivating you to look for a business?

What franchises have you already looked at?

What do you like/dislike about them?

What’s your time frame for being in business?

Do you plan to have a partner or investor?

Yes

Maybe

Have you, your spouse, or partner(s) been involved in a bankruptcy?

Yes

Maybe

Have you, your spouse, or partner(s) been convicted of a crime?

Yes

What city or market(s) would you like to open a business in?

Financial Information

Step 3 of 3
*All of the fields are required. You may use “0” in the fields where necessary.

ASSETS

Cash / Liquid Funds*

Stocks & Bonds*

Home Market Value*

Retirement Accounts (401K / IRA)*

Personal Property*

Automobiles*

Other Investments*

Total Assets*

LIABILITIES

Mortgage Outstanding*

Credit Card Debt*

Credit Line Debt*

Automobile Debit*

Other Debt*

Total Liabilities*

Net Worth (Assets - Liabilities)*

Capital Your Willing to Invest?*

Credit Score*

Terms and Conditions*

Smart Franchise Investing is compensated by the franchisor when you sign a franchise agreement and you have paid the franchise fee. At no time will Smart Franchise Investing invoice you for any services. In the case of resales, the franchisor/seller may have a "broker fee". If that is the case, the fee is paid to Smart Franchise Investing by the franchisor or seller *

I agree to terms and conditions

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SMART FRANCHISE INVESTING

Smart Franchise Investing is a resource for those investigating franchising. Our goal is to help people navigate the franchise buying process through franchise education, matchmaking and consulting services to minimize the risk of people making a bad decision when buying a franchise.

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CONTACT

marty@smartfranchiseinvesting.com
+1 702-580-0663
Henderson, NV, USA