Section 1 of 4 · Where You Are Today - Step 1 of 11

Which best describes your work life right now?

I work for someone else in a trade or industry I know well
I am in a corporate or professional role and thinking about a change
I already own, or have owned, a business
I am between roles or recently left a job or business

How long do you see yourself owning your business?

Very hands-on (I want to run the day-to-day business)
Actively involved (I’ll manage the business, with a team handling some operations)
Semi-passive (I want a manager handling most day-to-day operations)
Mostly hands-off (I’m looking for an investment that requires limited involvement)

best a 12

Have you ever trained, led, or managed other people?

Yes, I have managed teams or crews
I have supervised a few people
Informally. People come to me when they need help
Not yet

How much are you prepared to invest in a business, including savings and financing?

$0 to $50,000
$50,000 to $100,000
$100,000 to $250,000
$250,000 to $500,000
$500,000 to $1 million
$1 million to $5 million

Where would most of that money come from?

Personal savings I have set aside for this
A mix of savings and financing, like an SBA loan or 401(k) rollover
Family, partners, or investors
I have not worked this out yet

If the business took 6 to 12 months to pay you a salary, could your household manage?

Yes, we have 12 or more months of living expenses covered
We could manage for 6 to 12 months
It would get tight after a few months
I have not run the numbers yet

What is the biggest reason you want to own a business?

To change my family's trajectory and build something to I can pass on to them
To have control over my time and be more present at home
To replace my income and build long-term wealth
To stop hitting a ceiling working for someone else

Picture your life five years after opening. What do you see?

Running one strong location I know inside and out
Owning multiple locations or territories
A semi-passive business I oversee alongside my career
I am not sure yet. That is what I want to figure out

A franchise comes with a proven playbook. How does that sit with you?

That is exactly what I want. A system that already works
I would follow the system and suggest improvements where I see them
I would rather build things completely my own way
I am not sure what following a franchise system involves

When would you want to be in business?

Within 6 months
6 to 12 months from now
1 to 2 years from now
I am exploring. No set timeline yet

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Your three recommended next steps, based on your answers

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