LEGACY DISCOVERY FORM

Welcome to the Legacy Discovery Form, a trusted and secure step in your journey toward business ownership.

This profile helps us understand your goals, interests, lifestyle, and financial readiness so we can align you with the most fitting opportunities. All information shared is strictly confidential and used only to support your success in building generational wealth and a lasting legacy.

Personal Data

Full Name *

Phone *

Email *

Address

Spouse Name *

Spouse's Number *

Spouse’s Email:

Educational Attainment

No. of Children/ Dependents

Hobbies and Special Interests

Do you own your home?

Yes

Are you a veteran?

Yes

Employment Data

Current Position:

Employer:

Duties:

Annual Income:

Why are you considering a change from your employment at this time?

What have you liked most about your past employment?

What you have liked least about your past employment?

Business Ownership Data

Have you or your family ever owned a business?

Yes

If yes, please describe the business and details:

How long have you been looking for a business?

What attracts you to owning your own business?

Are you seeking an individual franchise or multiple units?

What other businesses have you investigated?

What are your strengths related to managing a business?

What are your weaknesses related to managing a business?

What are your major concerns about business ownership?

Using a scale of 1 to 5 (with 5 being the highest level of interest, and 1 being the lowest), please rate your personal interest in the following areas:

Describe how much you would enjoy the following roles

Prospecting for new customers

High

Medium

Low

Consultative selling

High

Medium

Low

Providing service quotes or estimates

High

Medium

Low

Marketing and advertising your business

High

Medium

Low

Networking with local business groups

High

Medium

Low

Being the administrator in the back office

High

Medium

Low

Hiring and firing employees

High

Medium

Low

Managing and training employees

High

Medium

Low

Accounting and bookkeeping

High

Medium

Low

What type of employee do you prefer to have in your business? (Select top choice)

Lifestyle Data

In what areas would you prefer to own and operate your business? (Please list city/state)

State

City

When would you like to start your new business?

Would you be involved on a full-time or part-time basis?

What hours of the day or week do you prefer to work?

What do you want your role in the business to be? (Please check top choice)

Early Years

Very Active

Full- time

Part- time

Passive

What do you want your role in the business to be? (Please check top choice)

3- 5 years later

Very Active

Full- time

Part- time

Passive

What do you want your role in the business to be? (Please check top choice)

What other people think about your choice of business

High

Medium

Low

Being able to grow additional units/larger territory

High

Medium

Low

Making a meaningful contribution with your business

High

Medium

Low

How supportive is your family about starting a new business?

Excellent

Average

Poor

Explain:

Financial Data

Total liquid cash available for investment in a business:

Total Investment Range:

If additional funds are needed to start a business, are they available to you?

Yes

Please explain:

Do you have a source of income other than salary?

Yes

How will you cover your living expenses as you build the business?

Do you plan to have a partner?

Yes

Do you plan to have investors?

Yes

Will either your partner or investor be active in the business?

Yes

The following information is requested because any affirmative answers may have a direct bearing on your ability to obtain financing for starting a business. This is a critical factor in determining which companies may match with your criteria.

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 lawsuits?

Yes

Are you or your spouse subject to any civil judgments?

Yes

Please explain any affirmative answers to the previous five questions.

What else should we know to help you find the perfect business?

All of the information stated herein is a true and correct representation of my personal and financial condition. It is understood that the purpose of this questionnaire is to compile general information and that it is in no way binding upon either party. This is not a contract.