Date (mm/dd/yyyy): Full Name: Office Phone Number: Cell Phone Number: Home Phone Number: E-Mail Address: Mailing Address: City: State: Zip Code: Spouse's Name: Birth Date: Referred By (Consultant Name & Number): Our business model is working with business owners and their staff and coaching and mentoring them. We really get results for our clients. The income is large six figures and we charge a very good price for our services and give them a payment plan usually with no interest. We coach one on one to a result guaranteed! We get results very fast if the client follows our suggested system and methods. We don't focus on one or two day seminars where you pat them on the back and say "good luck."
Location Preference Zip Code for your Winfree training center not where you live: Is anyone else beside yourself going to be involved in the decision? Tell me about your professional background? And could you send by email a resume' to me today? Are you currently employed? What businesses have you looked at buying (if any) prior to speaking with me? Would you be interested in a 49% equity ownership? How long have you been looking to buy a business and are you serious now about moving forward and what kind of income do you want in the first year and second? Are you looking at a franchise to replace or enhance your income? Do you own any businesses now or have you in the past. If so what kind? What industries do you like or have thought about? What industries do you not like (if any)? What is it that you really love or enjoy doing in your past? What job or function does your spouse say you would really like? If owning your own business doesn't work out, what are you going to do Are you open to a multiple unit purchase if capital requirements are met? What about your present employment when you consider the frustrations at the office, which is more painful:
Are you interested in absentee ownership? Do you want to be involved in the business everyday or a passive owner? Do you have liquid capital of $50,000 to $100,000 to invest in your business not counting your home. Do you have a net worth of at least $250,000? What type of credit do you have ? Would you allow us to run a credit check? Can you provide 3 names and numbers of people, usually presidents or top executives, who would give you a great reference? Can you provide 3 names and numbers of people you have hired and/or coached and/or mentored who would give you a great reference? Do you prefer to work directly with the customer or more behind the scenes? Do you prefer a high image business or a low image business? Do you have a preference for a high number of employees or a low number? Which do you prefer? What is your time frame for making this decision and changing your life? How are your sales skills? How do you rate yourself on independence on a scale of 1 to 10.
(10 means absolutely you want to make a change in your life now!)
What are five compelling reasons for you to be awarded your own franchise now or partner with us as a corporate owned store or a 49% equity owner?
(We must have all 5)
1)
Can you create an A list of people in your local market for an introduction luncheon our lead generation method? You will create at least 4 that meet each month. Do you want to have the right to buy other territories when your first is successful? In thinking about exiting your business, how important is it to sell a business with a brand? How important is net profit in a business? Would you prefer at least 30% or higher then 70%? Enter your answer in the space provided to the right. Is it important to you that a business have little or no inventory? Yes /No How would you like to be in a recession resistant industry? Yes/No Enter your answer in the space provided to the right. When it comes to maturity of a franchise do you prefer?
Winfree Business Growth Advisors
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Personal Financial Statement
Strictly Confidential
I make the following statement of all my assets and liabilities
ASSETS
Cash-checking and savings $
Stocks/Bonds fair market Value $
U.S. Securities $
Retirement funds $
Cash Surrender value of Life Ins. $
Value of Businesses owned $
Accounts/Notes Receivable $
Real Estate – primary residence $
Real Estate – other $
Automobiles $
Other Assets $
Total Assets $
LIABILITIES
Notes Payable $
Real Estate Notes Payable $
Balance on Credit Cards $
Other Liabilities $
Total Liabilities $
Net Worth (Assets minus Liabilities) $
Sources of Annual Income – recently
Salary, bonus and Other $
Other income $
The candidate certifies that no bankruptcy has occurred within the last 10 years? The undersigned certifies that this information was provided by him/her and the information is true and correct. I certify that the information I have provided on this application is complete and correct. I hereby authorize Winfree Systems, LLC franchiser of Winfree Business Growth Advisors or its authorized agent to obtain verification of any of the above information, and I authorize the release of such information to Winfree Systems, LLC franchiser of Winfree Business Growth Advisors or its authorized agent.
Type Signature
Thank you for your time and interest.
