Monarch Franchising: Contact Us

Fill out the form below, and someone will contact you to provide you more information.

Name:		Home Phone:
Work Number:		Cell Phone:
E-mail Address:		Address:
City:		State:
Zip:		DOB:
Marital Status:		Spouse's Name:
Spouse's Occupation:		Are you a U.S. Citizen?
If no, what country?		Total Dependents:

Last year of High School Completed:
Last year of College Completed:
Last year of Post-Graduate Completed:
Degree:

1.Please describe what you are doing now and what has sparked your interest in owning your own business? Is this business for yourself? You and your spouse or a partner? Is anyone else going to be involved in the decision? Please explain

2.Are you comfortable managing employees, and if so, how many?

3.Assuming we find the right franchise, what is your ideal ownership situation? Manage the manager, owner operator, husband wife team? Do you desire to OWN a single unit or multi unit area development.

4.Do you own any businesses now or have you in the past? What kind? Please explain.

5.What businesses do you like or have thought about? (List any and all that may apply). Please list your reasons why you have had any interest.

6.What industries do you NOT like (if any)?

7.Please rank your core competencies in the order of confidence and career experience from 1-5.
Marketing:		Sales:
Customer Service:		Administration:
Finance:

Your composition of net worth is a complete and combined review of your assets minus your liabilities. This will determine the minimum and maximum risk tolerance. We often over or under estimate the importance of this counsel. Additionally, in many businesses, landlord tenant improvement allowance, leasing furniture, fixtures and equipment (ff&e), free rent, contribute to alternative capital to reduce start up costs.
Line:	Assets	Amount in Dollars ($)
1:	Checking and Savings Accounts
2:	Stocks and Bonds
3:	Accounts and Notes Recievable
4:	Liquid Assets (Total Lines 1-3)
5:	IRA and Pension Funds
6:	Equity in Business Owned
7:	Value of Primary Residence
8:	Value of Other Real Estate
9:	Other Assets
10:	Liquid Assets (Total Lines 4-9)
Line:	Liabilities and Net Worth	Amount in Dollars ($)
11:	Mortgage Balance on Primary Residence
12:	Mortgage Balance on Other Real Estate
13:	Other Liabilities
14:	Total Liabilities (Total Lines 11 – 13)
15:	Net Worth (Total Line 10 minus Line 14)
Line:	SOURCES OF INCOME (ANNUAL)	Amount in Dollars ($)
16:	Salary, Bonus, Commissions -- Self
17:	Salary, Bonus, Commissions – Spouse
18:	Income from Business Owned
19:	Other Income
20:	Total Income (Total Lines 16 – 19)

8.Using the information from your composition of net worth worksheet, discuss the lowest level of investment and your highest level of investment (including working capital). Please discuss how you plan to capitalize your venture.

9.How is your credit?

10.How much income do you need or expect from your business?

11.Where do you prefer your business to be located? Include County! How open minded are you to your franchisor partner finding you the best location?

12.What businesses have you looked at buying (if any) prior to speaking with me? Have you spoken with any franchisors or consultants recently or completed any on-line applications?

13.Being realistic, what are the top 3 things that are most important to you in the perfect business opportunity? (Examples include – Helping Others, Enjoyment, Passion, Life Experiences, Lifestyle, Entry Cost, Ease of Operation, Potential to Build Equity, Retirement, Build Business to Sell, Time Commitment, Proximity to Home, Prestige, Family Friendly Hours, Product or Service, Net Profit)

14.What the TOP 3 things you are really good at doing?

15.Knowing that businesses are not a passive investment, but living entities that need day to day attention, rate your work ethic on a scale of 1-10. (regardless if you are owner-operated or manage-the-manager.)

16.If you are gainfully employed, please describe your preference: to supplement your current income, slowly replace, transition, or completely break away. Please explain. Do you have any flexibility in your current job?

17.Every business owner must be able to Market their own business regardless of their personality type. Do you prefer to have your customers come to you through local advertising you place to generate customers OR, do you prefer self-marketing and reaching out to potential customers through telephone, face to face sales calls?

18.In the area of your greatest weakness (which we all have) what area of business would you hire someone to perform for you on a day to day basis part or full time? Sales? Customer Service, Administration, Managing or Accounting

19.What are the personal things you love to do? (hobbies or other things that you like to do in your free time or have enjoyed in the past)

20.Please rank the top five industry in your order of preference. (Number 1-5)
	Automotive	Hair Salons/Spas	Health/Wellness	Child Education
	Nutrition/Fitness	Retail/Home Based	Computer	Retail/Brick n Mortar
	Dry Cleaning	Employment	Pets	Maintenance
	Consulting	Food	Home Based	Financial Services
21.Do you prefer your end-user to be a customer or a business? i.e. B2C or B2B. Please explain if you have a preference.

22.How committed are you to owning your own business? Enter 1-10
23.Is there anything else you would like to share that will assist in finding the right franchise?

It is understood that the purpose of this questionnaire is for information only and is in no way binding upon the franchise company, its agents, representatives or the applicant. It is, however, understood that the applicant supplies this information contained herein to the best of his knowledge and ability and that the franchise company, its agents, representatives, rely on this fact in assessing the desirability and qualifications of the applicant. This application shall remain confidential and not distributed without the applicant’s consent. By printing your name in the box below you agree to this.
Applicant Signature:
Date: