Business Assessment

Contact *

First

Last

Phone Number (copy) *

Alt Phone Number

Email *

Website

Organization Name

Business Address

Address Line 1

City

State

Zip Code

Is your organization on social media?

Yes
No

If yes, what social media platforms do you use?

What are your capital needs?

What percentage of capital will come from you?

What Percentage of capital are you going to need from financial institution?

Have You Incorporated?

Yes
No

What is your current Operating budget?

Under $100K
$100K - $500K
$500K- $1MM
$1M+

Number of Employees?

What do you sell?

Is your business owned by a woman or minority?

Yes
No

Do you have a business plan?

Yes
No

Do you have a logo?

Yes
No

What marketing collateral are you currently using?

How are you handling your accounting?

Internal
External
None

How are you promoting your business?

What is your monthly advertising budget per month?

Would you be interested in purchasing a franchise? (There is a franchise available across the spectrum of industries).

Yes
No

If you are interested in franchising do you have $20,000 in liquid cash set aside to engage a franchisor? Would you be able to undergo the process as a franchisee with 3-5 months?

What are your top 3 goals?

What are your 6mths to a 1 year goals?

ARE YOU UP TO DATE WITH?

Do you have an EIN with IRS?

Yes
No

Do you have a customer Management System (CRM)?

Yes
No

Do you have a payroll or bookkeeping system?

Yes
No

Is your business insured?

Yes
No

Are you legally prepared?

Yes
No

Do you need business documents (contracts, letters)?

Yes
No

Do you need a phone management system?

Yes
No

COMMENTS/NOTES

Simple Questions for an In-Depth Analysis

ARE YOU UP TO DATE WITH?

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