APPLICATION FORM
If you are interested in continuing to evaluate this opportunity, please give us some information about yourself.

 

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 without interest. We coach one-on-one for Results 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 a resume' to me today by email?
 
Are you currently employed?

 
No
Yes
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 year?
 
Are you looking at a franchise to replace or enhance your income?

 
No
Yes
Do you own any businesses now or have you in the past. If so what kind?
What industries do you like or have you thought about?

 
What industries do you not like (if any)?

 
What is it that you really loved or enjoyed 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? No
Yes
What about your present employment - when you consider the frustrations at the office, which is more painful?:

(check all that apply)

Age Discrimination > 45
Uncertainty of  downsizing at your company
Not owning any company stock
Too much travel away from family
Not a participative manager or no appreciation for your efforts 
 

Are you interested in absentee ownership? No
Yes
Do you want to be involved in the business everyday, or a passive owner? Everyday Involvement
Passive Owner
Do you have liquid capital of $50,000 to $100,000 to invest in your business, not counting your home? No
Yes
Do you have a net worth of at least $250,000? No
Yes
What type of credit do you have ?
Would you allow us to run a credit check? No
Yes
Can you provide three names and numbers of people, usually presidents or top executives, who would give you a great reference?
Can you provide three 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? Directly
Indirectly
Do you prefer a high image business or a low image business? High image business
      (clean, prestigious)
Low image business
      (repair, home service)
Do you have a preference for a high number or a low number of employees? High (10 or more)
Low (under 10)
Which do you prefer? Retail (food, service)
Automotive
Business to Business
What is your time frame for making this decision and changing your life? Reflective (2 to 3 months)
Aggressive (4 weeks)
How are your sales skills? Weak
Average
Strong
Very Strong

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!)

1
2
3
4
5
 
6
7
8
9
10

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 five.)

1)
2)
3)
4)
5)

 

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 four that meet each month. 
Do you want to have the right to buy other territories when your first is successful? No
Yes
In thinking about exiting your business, how important is it to sell a business with a brand? Not Important
Semi Important
Important
Very Important
How important is net profit in a business? Would you prefer at least 30%, or higher than 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? Very well known like McDonald's with more than 1000 units
Something medium sized around 150 units
A new franchise, where all prime territories are available 
 

  

Winfree Business Growth Advisors
Results Guaranteed!
 
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.
Click the submit button to send your request.

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