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Qualification Survey
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1.
Please enter your name, address, email and phone number
(Required.)
Name:
Address:
City/State:
Zip:
Phone:
Email:
*
2.
Assets
Please enter your assets that may include cash on hand, investment properties, 401k's/retirement funds, equity lines of credit, etc.
(Required.)
Cash on hand and in banks
Savings Accounts
Mortgages or Notes Due to Me (investment property income)
Life Insurance – Cash Surrender Value Only
Other Notes(loans)/Accounts Due to Me
Stocks, Bonds, and retirement funds
Automobiles/Boats
Real Estate Owned
Other Assets or Business Ventures not described
Total Assets (total above numbers):
*
3.
Liabilities
Please enter your liabilities that may include mortgage(s), credit card debt, child support, lines of credit, etc.
(Required.)
Loan(s) Payable to Bank(s)
Loan(s) Payable to Others
Other Accounts Payable (Credit Cards, lines of credit, etc.)
Other Liabilities (child support, student/medical debt, etc.)
Total Liabilities (add all of the above):
Net Worth (Assets total minus Liabilities total):
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4.
What is the right investment for
you
?
(Required.)
Shack (Mobile Kiosk) - Aprox. invest. level ~$80k-99k
Food Truck - Aprox. invest. level ~$90k-115k
Brick & Mortar Store - Aprox. invest. level ~$220k-450k (variance by location/situation)
Drive-thru (starting at $250k)
Other (please specify)
Current Progress,
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