Candidate Questionnaire: Your First Step Toward Entrepreneurship

At Plan B and C Consulting, we believe in understanding our candidates from the very beginning. Our Candidate Questionnaire is a crucial tool designed to gather insights into your goals, skills, and financial standing. This helps us create a tailored roadmap for your entrepreneurial journey, whether you’re exploring franchise ownership or business acquisition.

Why Complete the Questionnaire?

  • Personalized Recommendations: Your responses allow us to match you with the best business opportunities.
  • Strategic Planning: We use your financial data and career goals to create a step-by-step plan toward success.
  • Expert Guidance: Gain access to tailored insights and support based on your profile.
Initial Questionnaire

Intake Franchise Consulting form for Plan B and C, inc.

Name
Name
First
Last

General Franchise Profile

Please choose which business type best describes what you are looking for:
Please choose which best describes you:
Please choose which best describes you:
Please choose which best describes you:
Please choose which best describes you:
Please choose which best describes you:

Employment

Please answer the following questions
Are you currently Employed
Are you expecting any upcoming changes in your employment?
Can your spouse’s income sustain your family financial needs?
Have you ever owned a business?

Please list the desired location(s) where you would want to open your franchise: (Please list city and state names)

General Finance

How else would you plan to finance your business?
If you chose Retirement funds do you have a 401K with at least $50,000 in it?
ROBS stands for Rollover for Business Startups Rollovers as Business Startups (ROBS) is a business financing solution that uses retirement savings to fund a new or existing business without withdrawal or tax penalties.
Have you ever filed for bankruptcy?
What is your credit score?

Areas of Interest

Please make at least 5-10 selections below based on the questions above, your work history and the businesses that interest you:

Our consultants analyze your questionnaire to design a strategy that aligns with your entrepreneurial vision. Completing this assessment is your first step toward business ownership and financial independence.

Ready to Start?

Complete the Candidate Questionnaire today, and let us guide you from employee to entrepreneur.