RRDC Business Profile Questionnaire

RRDC Business Profile Questionnaire

The following questionnaire is not a test in any way but simply an online form which is designed to help us match your personal and financial goals. Please answer thoroughly but only the questions you feel comfortable answering.
Part I. Personal Data
Mr. Mrs. Ms.
Name *

First Name Last Name
Email *
example@example.com
Phone Number *

Area Code Phone Number
Address *

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code
Will you have a partner in the business?

Yes No
Partner's Name (if applicable)

First Name Last Name
Is this a spouse?

Yes No
Partner's Phone Number

Area Code Phone Number
Partner's Email
example@example.com
What specific type opportunity are you interested in? *

Single Unit Business Owner Multi-Unit Business Owner
Partner to be included in email & phone call communication in this process?

Yes No Eventually
Preferred State Location *
3 zip Codes of interest: *
Are you a US Citizen?

Yes No
If no, please explain your immigration status
If no, are you interested in investor visa options?
Military Service?

Yes No
What is your highest level of education (BS, MBA, etc)? *
When would you like to start the business? *

Immediately 1-3 months 3-6 months 6+
How much available funds do you have to invest into your business (Liquid capital to invest)? *

< $25,000 $25,000 - $50,000 $50,000 - $100,000 $150,000 - $200,000 $200,000 - $300,000 $300,000 - $400,000 $400,000 - $500,000 > $500,000
Do you have recurring monthly income now? *

Yes No
What is your estimated net worth? *
Financial Worksheet

(The below is only a quick snapshot to help determine brand suitability)

Assets

	Amount
1. Liquid Capital
2. Stocks and Bonds
3. IRA - Pension
4. Value of Primary Residence
5. Value of Other Real Estate
6. Equity in Business Owned
TOTAL ASSETS (Lines 1-6)

Liabilities

	Amount
7. Balance of Primary Residence
8. Balance on Other Real Estate
9. Business Owned Liability
10. Other Liabilities
TOTAL LIABILITIES (Lines 8-10)
NET WORTH (Line 7 minus Line 12)

Source of Income (Annual)

	Amount
11. Salary - Self
12. Salary - Spouse
13. Income from Business Owned
14. Real Estate Income
15. Other Income
TOTAL CURRENT ANNUAL INCOME

Are you interested in financing options? *

Yes No
Would you like to consider using IRA/401K funds to purchase the business (min. $50K in IRA/401K)?

Yes No Maybe
How is your credit score? *

600-700 700-800 800+
If you find an opportunity that you are interested in, are there any obstacles needing to be addressed prior to you getting started?

Yes No
Part II. Business Experience
Present / Most Recent Position *
Annual Earnings *
Previous Position
Spouse/Partner's Place of Employment/Work Background (if applicable)
Are you looking to Replace or Enhance your income?

Replace Enhance Not sure yet
Do you own your own business now or in the past? *

Yes No
If so, what kind and when?
Have you managed employees? *

Yes No
If yes, how many employees have you managed at the same time?
Do you have experience in any of the following? *

Early childhood education Music education General education Montessori method No
Please share more about your professional background that would be helpful for us or the Franchisor to know. (successes / accomplishments, etc.) *
Part III. Business Operations
Are you planning to be Hands-on or a Passive Owner? *

Hands-on Semi-Passive Absentee
Is your partner planning to be Hands-on or a Passive Owner?

Hands-on Semi-Passive Absentee
How many hours a week are you looking to work in this new business? *
What is your motivation for looking into a new franchise / business opportunity? (security, tired of corporate grind, family time, flexibility, etc.) *
Have you considered starting your own business from scratch or have you decided you are more interested in working within a franchise system? *
Are you personally faster pace or slower paced? *

Faster Slower
Are you extroverted or introverted *

Extroverted Introverted
Are you task oriented or people oriented? *

Task People
How long have you been looking into buying a business? *

Just Started 1-3 months 3-6 months 6+
Have you worked with any business or franchise brokers? If so, please share their name(s) or company.
Which Franchisors have you spoken with recently?
Have you reviewed any Franchise Disclosure Documents (which brands)?

On a scale with 10 being HIGH and 1 being LOW, please rate the following: *

	1	2	3	4	5	6	7	8	9	10
How committed are you to owning your own business?
How do you feel about working in the childcare industry?
Are you comfortable attending networking functions and promoting your business?

True and Correct *

Yes
It is understood that the purpose of this quiestionnaire is for information gathering only and is in no way binding upon the applicant, the franchise company, or its agents and representatives.

By selecting True and Correct, and submitting this questionnaire, you assert that the information contained is true and correct, and acknowledge that a Franchisor or business seller may rely on the information.
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RRDC Business Profile Questionnaire

Part I. Personal Data

Financial Worksheet

Part II. Business Experience

Part III. Business Operations