DreamMaker Confidential Questionnaire

Congratulations on stepping forward.

This questionnaire should take about 15 minutes to complete, and it will help me understand your goals, resources, and vision so I can guide you toward the franchise opportunities that best align with your future.

Once submitted, I will review your responses and connect with you about next steps.

~ Britt Schroeter

1. Quick Introduction

2. Professional Snapshot

Current Employer or Business

Approximate Annual Income

Briefly describe your professional background

Have you owned or operated a business before?

Yes

What have you liked most and least about past jobs / businesses?

LinkedIn Profile Link

Veteran Status – Some franchisors provide discounts to Veterans

Have you served in the U.S. Armed Forces?

Yes

3. Spouse / Partner

Do you have a spouse or significant other?

Yes

Spouse - Current Employer

Spouse's Approximate Annual Income

Have they served in the U.S. Armed Forces?

Yes

4. Children / Other Dependents

Do you have Children or other dependents

Yes

Number and Ages of Current Dependents

5. Why Business Ownership

What is prompting you to explore business ownership now?

What interests you most about franchising?

Have you explored franchise opportunities before?

Yes

If yes, which industries or concepts?

Are there any industries you know you would not have interest in, and why?

6. Your Role in the Business

How involved do you intend to be? Check all that may apply

Owner operator

Executive owner (leadership role)

Investor Operator (keep current job and manage a manager)

Comfort level with hiring and managing employees

Very comfortable

Somewhat comfortable

Prefer minimal employee management

Comfort level with sales / community marketing

Very comfortable

Somewhat comfortable

Prefer a model with less sales involvement

What are your strengths and weaknesses related to managing a business?

How would you rate the importance of status (what other people think) in the selection of a business?

How important is it to you that your business creates a positive social impact? Do you prefer a business that directly contributes to social good, or would you rather pursue charitable or community impact outside of the business itself?

What activities, hobbies, or interests are most important to you outside of work?

8. Geography & Growth Vision

Where would you ideally like to open a business?

Are you open to opportunities outside your immediate area?

Yes

I'm not sure

Are you interested in developing multiple locations?

Yes

Possibly

Timeline for pursuing a business opportunity

10. Decision Process

Who else will be involved in evaluating this opportunity?

Spouse / Partner

Business Partner

Financial Advisor

No one else

11. Personal Motivation

If this business were successful, how would it impact your life?

What lifestyle goals do you hope this business supports?

12. Financial Parameters

Cash or Equivalents

Savings / Certificates

Stocks, Bonds, Securities

Retirement Plans, IRA, 401K

Description of Other Assets

Credit Card Balances

Home Mortgage Balance

Other Real Estate Debt

Description of Other Debt

Estimated Net Worth

Would you consider financing part of the investment?

Yes

Possibly

13. Legal and Background Information

The following information is requested because it may directly affect your ability to obtain financing to start a new business. This is a critical factor in determining which franchises may match with your model.

Have you or your spouse ever been involved in a personal or business bankruptcy?

Yes

Have you or your spouse ever been convicted of a crime?

Yes

Are you or your spouse currently under any type of criminal investigation?

Yes

Are you or your spouse currently involved in any pending civil lawsuits?

Yes

Are you or your spouse subject to any civil judgements?

Yes

If you answered yes to any of the questions above, please describe

14. Final Thoughts

Is there anything else I should know about your goals or interests?

If we were having this conversation three years from now and you were thrilled with your decision, what would have happened?

By checking this box, I consent to receive non-marketing text messages from Britt about your franchise investigation. Message frequency varies, message & data rates may apply. Text HELP for assistance, reply STOP to opt out. I will never sell your information. I will only share it when necessary for the franchise discovery process or with your explicit consent.

Consultant Disclosure

Britt Schroeter is a franchise consultant affiliated with FranChoice. Her role is to guide candidates through the process of exploring franchise ownership, helping identify opportunities that align with their goals, interests, and vision for the future. Britt does not charge candidates for her consulting services. Compensation, if any, is paid by franchisors when a franchise agreement is executed.

Submitting this questionnaire does not obligate you to pursue any specific franchise opportunity.