For
exclusive use by SBE (do not duplicate except to complete and return to
SBE)
Personal Profile:
Name:__________________________________DOB: ___________________ SS#:_______________
Current Address:_____________________________________________________# Yrs/Mos.________
Previous Address: :___________________________________________________# Yrs/Mos.________
E-Mail Address: _____________________________________________________________________
Phone#’s: Home: __________________Work: __________________ Fax: ____________________
Business Experience, Business Profile & Education:
A. Experience & Education (check all that apply)
____ Other Describe: _____________________________________________________
# Years Business Experience: _____ Maximum # of Staff Supervised:_________
Degrees or Certification Held: __________________________________________________
C. Involvement of non-family Partner/Friend:__Required; __Probable; __Possible; __Unlikely; __None
D. Interest in Franchises:______High; ______Neutral or Unsure; _____ Low; _____None
E. Businesses Previously Owned:__________________________________________________________
F. Businesses Previously Considered:_______________________________________________________
G. Rate your level of Interest in the following Areas (1=Very Interested; 5=Not Interested)
GO TO:-------->>Small
Business Review Supplement
Operating Overview and
Strategic Vision:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Location and Travel Considerations:
A. Real Estate Available for Business:
1.
Home: Yes or No
2. Other Address:_________________________________________________________
Zoning: __________________________________________________________
Total Sq. Ft.: ______; Finished _____; Unfinished: _____; Occupied: _____
# Tenants: _____; Monthly Income: ______; Lease Mos. Remain'g: ______
Mortgage Balance: _________; Monthly Pymt: ______; Yrs. Remaining: _____
B. Describe your willingness to travel in terms of distances, locations or other relevant factors:
C. Besides
your current real estate, what do you consider an ideal location for a
potential business
(e.g. town plaza,
mall, etc.)?
Compensation, Investment and Financing:
Minimum Equity: _______%; Annual Compensation: $ ; Plus Fringes of: __________________
Position Desired if NOT Full-Time Owner/Operator: _______________________________________________
Buyer Initial Cash Investment Available: $ ; Available Business Financing: $
Other Sources of Cash or investment: _________________________________________________
Timing and Other Considerations:
Targeted ownership date:_____; Presently Employed: ; Time Devoted to Search: ___Full ___Part Time