Print this page

The Xercize Studio, LLC
866.IMX.7763
CONFIDENTIAL FINANCIAL PROFILE
(Form must be FAXED to 212.997.7356, signature required)

PERSONAL INFORMATION
Date: ______________ Social Security No: ___________________ Date of Birth:_______________

Male: ________ Female: ______

Full Name: ______________________________________________________________________

U.S. Citizen: Yes ________No ________

Address: ________________________________________________________________________

City:__________________________________________ State: ______ Zip:___________

Home Phone:_____________________________ Work Phone:________________________

Cell Phone:_____________________ Fax:____________________

E-mail Address: ________________________________

Residence: Own ________ Rent ________

No. of Children____ No. of Dependents ____

Single ________ Divorced ________ Separated ________ Widowed ________ Married ________

Spouse's Name ______________________________________


How did you hear about the IM=X Pilates Studio? _______________________________ ________________________________________________________________________

PERSONAL REFERENCES

Name Relationship & Years Known Telephone No. w/Area Code
     
     
     

BUSINESS REFERENCES

Name Relationship & Years Known Telephone No. w/Area Code
     
     
     

BUSINESS BACKGROUND

 
SELF
SPOUSE/PARTNER
Present Employer    
Title    

Job Description

 

 

 

 

 

   
Length of Employment    
Annual Salary    

Other Previous Postions of Significance

 

 

 

 

   

Other Sources of Income

 

 

   

*If you have a current resume, please attach.

QUESTIONNAIRE
1. What is your preferred geographic market area(s)?

FIRST CHOICE _______________________________________

SECOND CHOICE_____________________________________

THIRD CHOICE_______________________________________

2. Why do you want to become an IM=X Pilates Studio owner? ______________________________ __________________________________________________________________________________

3. Please tell us why you believe you will be a successful business owner. Make specific reference to desirable character traits, your transferable skills, your work experience, and your professional goals. _______________________________________________________________

__________________________________________________________________________________

__________________________________________________________________________________

4. Are you interested a single location or multiple locations?________________________
If multiple locations, how many? ________ What is your time frame for expansion?_________

5. Are you a fitness professional? Yes ________ No ________
If yes, please describe your fitness background ___________________________________________
________________________________________________________________

6. Will you manage your facility or will you hire a manager? ________________________________

7. Have you ever owned a franchise before? If so, please describe. _______________
_______________________________________________________________________________

8. Have you ever owned your own business before? If so, please describe. _____________
_______________________________________________________________________________

9. Have you ever been convicted of a felony? ____________________________

Complete the following or send personal and/or business financial statements:

ASSETS
LIABILITIES

Cash on Hand & In Banks

 

Notes Payable to Banks

Stocks, Bonds, Securities

 

Notes Payable to Individuals

Retirement Funds

 

Total Credit Card Debt

Loans Owed to You

 

Vehicle Loans

Primary Residence

 

Home Mortgage

Other Real Estate

 

Other Mortgage

Businesses Owned

 

Student Loans

Any Other Assets

 

Any Other Debts

Total Assets

 

Total Liiabilities

TOTAL NET WORTH $ ______________ - $_______________ = $_______________

ESTIMATED CREDIT RATING: Excellent_____ Fair_____ Poor____

Score if known: ________

The person(s) signing this application below certify that the above information is true and correct to the best of their knowledge. The undersigned authorize The Xercize Studio, LLC to make inquiries it considers necessary and appropriate concerning the above information and to give information about this transaction to other parties, including credit-reporting agencies, in accordance with the law. The undersigned agree to notify The Xercize Studio, LLC of any material changes in the above stated financial condition.


DATE___________________ SIGNATURE____________________________________________

DATE___________________ SIGNATURE_________________________________________