| EXECUTIVE
SUMMARY |
PERSON RESPONSIBLE |
DUE DATE |
|
COMPANY
NAME
|
_________________ |
_________________ |
|
COMPANY DESCRIPTION |
_________________ |
_________________ |
|
KEY PERSONNEL |
_________________ |
_________________ |
|
START-UP SCHEDULE & COMPETITION |
_________________ |
_________________ |
|
FUNDS REQUESTED |
_________________ |
_________________ |
|
FUNDS USE |
_________________ |
_________________ |
|
FUNDS REPAYMENT |
_________________ |
_________________ |
| MARKETING |
_________________ |
_________________ |
|
VISION
/ MISSION STATEMENT
|
_________________ |
_________________ |
|
MAJOR
MARKETING OBJECTIVES
|
_________________ |
_________________ |
|
PRODUCTS
/ SERVICES
|
_________________ |
_________________ |
|
CUSTOMER
PROMOTION /
ADVERTISING
|
_________________ |
_________________ |
|
PRICE
|
_________________ |
_________________ |
|
FRANCHISEE LOCATION SELECTION |
_________________ |
_________________ |
|
FRANCHISEE
GRAND OPENING
|
_________________ |
_________________ |
| MANAGEMENT
|
_________________ |
_________________ |
|
FRANCHISEE
KEY PERSONNEL
|
_________________ |
_________________ |
|
FRANCHISEE ORGANIZATION STRUCTURE |
_________________ |
_________________ |
|
FRANCHISEE POLICIES / W&S |
_________________ |
_________________ |
|
FRANCHISEE OPERATIONS MANUAL |
_________________ |
_________________ |
|
FRANCHISEE TRAINING MANUAL |
_________________ |
_________________ |
|
PERT CHART |
_________________ |
_________________ |
| FRANCHISEE FINANCE & ACCOUNTING
|
_________________ |
_________________ |
|
START-UP OR TURN-KEY COSTS |
_________________ |
_________________ |
|
FUNDS AVAILABLE |
_________________ |
_________________ |
|
PROJECTED INCOME STATEMENT |
_________________ |
_________________ |
|
PROJECTED BALANCE SHEET |
_________________ |
_________________ |
|
PROJECTED CASH FLOW |
_________________ |
_________________ |
|
BREAK EVEN ANALYSIS |
_________________ |
_________________ |
|
RATIO ANALYSIS |
_________________ |
_________________ |
|
PROVISION FOR TAXATION |
_________________ |
_________________ |
| LEGAL
|
_________________ |
_________________ |
|
UNIFORM
FRANCHISE OFFERING
CIRCULAR
|
_________________ |
_________________ |
|
FRANCHISEE CONTRACT |
_________________ |
_________________ |
|
FRANCHISEE PROSPECTUS |
_________________ |
_________________ |
|
TRADEMARK |
_________________ |
_________________ |
|
BUSINESS STRUCTURE |
_________________ |
_________________ |
|
INSURANCE: TYPE & COST |
_________________ |
_________________ |
| APPENDIX
|
_________________ |
_________________ |
|
BUILDING
PLANS
|
_________________ |
_________________ |
|
LAYOUT DESIGN |
_________________ |
_________________ |
|
DIAGRAMS |
_________________ |
_________________ |
|
CHARTS
|
_________________ |
_________________ |
|
WORKING
PAPERS
|
_________________ |
_________________ |
