Colbert/Ball Tax Service Request for Consideration

Thank you for your interest in the CB Tax Franchise Systems, LP ("Colbert/Ball Tax Service") system. The following will outline the process and steps that are required to be considered for a Colbert/Ball Tax Service Franchise:
  1. A separate Request For Consideration form should be completed by each applicant.
  2. Upon receipt, we will review and evaluate your application and, if approved, provide you a Franchise Disclosure Document (FDD).
  3. We may provide you with a FDD in hard copy or electronic format. If the FDD is furnished electronically, it will be provided in a Portable Document Format (PDF) file. You must use the Adobe Acrobat program in order to open and view this type of electronic file.
  4. Upon receipt of the FDD, please complete and sign the final two pages of the document entitled 'Receipt.' Once completed and signed, return one copy to the address indicated above.
  5. It is recommended that you review the Colbert/Ball Tax Service FDD with your attorney and business advisors.
Under no circumstances does the submittal of your application to Colbert/Ball Tax Service or its subsequent review and processing imply, in any manner, our intention to offer you a Franchise. You are not accepted as a Colbert/Ball Tax Service Franchisee unless and until you and Colbert/Ball Tax Service execute a Franchise Agreement. Colbert/Ball Tax Service does not guarantee the financial performance of any Franchisee or business. The decision to become a Colbert/Ball Tax Service Franchisee and to open a Colbert/Ball Tax Service must be based upon your independent research and analysis.
Fields marked with * are mandatory.
Personal Information
*First Name: *Last Name:
Date:
   
*Email:
Gender :  Male   Female US Citizen :  Yes   No
Present Address: Social Security #:
Home Phone: Home Phone Extension:
Work Phone: Work Phone Extension:
*City: *State / Province:
* Zip / Postal Code: *Country:
How long at this address? (Yrs): Previous Address:
Previous City: Previous State / Province:
Previous Zip / Postal Code: Previous Country:
Birth Date:
 
Best Time To Call:
Home Ownership :  Own   Renting Marital Status :  Single   Married
Spouse Name : Spouse Social Security #:
Spouse US Citizen :  Yes   No Spouse Birth Date:
 
Franchise Focus
How many locations are you interested in?
What cities are you interested in franchising in?
When would you be ready to start?
List experiences and skills that would make you a successful franchisee
Please detail your understanding of franchising.
Please detail your greatest accomplishment to date.
Business and Management Experience & Goals
Present employer
Title/Position
Dates employed Do you plan to devote time to this venture?  Yes   No
Do you plan to have business partners?  Yes   No If yes, please identify them below and their ownership interests.
Partner 1 name Partner 1 phone number
Partner 1 email address Partner 1 percentage of interest
Partner 2 name Partner 2 phone number
Partner 2 email address Partner 2 percentage of interest
Financials
Investment and working capital ($): Estimated net worth ($):
Source of capital?  
Would this business be your only source of income?  Yes   No    
If no, please explain
Background Information
Are you now, or have you ever been party to any lawsuit - either as defendant or plaintiff?  Yes   No    
Have you ever been convicted of a felony?:  Yes   No If yes, please explain:
Have you or any company you have owned or managed ever filed for bankruptcy, reorganized due to insolvency, gone out of business, or compromised a debt?:  Yes   No
Please list the three main questions you have about this business opportunity
Question 1: Question 2:
Question 3:    
How did you hear about Colbert/Ball Tax Service? What corporate representative assisted you in following through with this opportunity?
Confirm and Submit
 
I hereby certify that all the above information I have supplied is true and correct to the best of my ability and understand that Colbert/Ball Tax Franchise Systems must rely upon this information in assessing my qualifications. I understand that the information provided will be kept in the strictest confidence and that this request for consideration is not deemed to be a contract and is in no way binding on Colbert/Ball Tax Franchise Systems or myself. To further evaluate my qualifications, I hereby authorize Colbert/Ball Tax Franchise Systems to order and obtain a credit report and conduct a background investigation.
You must read and accept the agreement above in order to submit this information.