"Why Are We Here?"
Before talking about locations, menus, or money — let's find out if everyone's on the same page.
Your Excitement Level
How excited are you about expanding? Slide to rate 1–10.
Your Primary Motivation
What's your #1 reason for expanding? Pick one.
"Who Are We?"
An honest inventory of what each person brings to the table — and where the gaps are.
Your Strengths & Skills
Pick your top 7 strengths — the things you're genuinely best at, not everything you can do.
"Can We Afford This?"
A clear-eyed look at the numbers. No pressure — this is about understanding what's realistic.
What Should the Restaurant Be?
This is one of the biggest early decisions. Where do you lean?
Your Financial Needs
Be honest — this prevents impossible expectations later. Everyone's situation is different.
Your Capital
Risk Comfort
Rate your comfort (1 = very uncomfortable, 5 = fine)
"How Do We Own This?"
Before anyone signs anything — let's understand equity models, how money actually flows, and what feels fair.
Ownership Philosophy
There's no single right answer — but the family needs to agree on an approach before talking to an attorney.
Where Will You Be?
Not everyone needs to be equally involved at every location. Where do you see yourself?
Compensation Expectations
Salary is for your ROLE (like any employee). Distributions are for your OWNERSHIP. Separating these prevents resentment.
"How Do We Make Decisions?"
Discovering disagreements now — when nothing's at stake — is a gift.
"What Happens Now?"
Take the temperature. Assign next steps. Give everyone a chance to say where they stand.
Where Do You Stand?
No pressure. No wrong answer. Just honesty.