| EXECUTIVE
SUMMARY |
PERSON RESPONSIBLE |
DUE DATE |
|
COMPANY
NAME
|
_________________ |
___________ |
|
TYPE OF BUSINESS
|
|
|
|
COMPANY DESCRIPTION |
_________________ |
___________ |
|
KEY PERSONNEL |
_________________ |
___________ |
|
START-UP SCHEDULE & COMPETITION |
_________________ |
___________ |
|
FUNDS REQUESTED |
_________________ |
___________ |
|
FUNDS USE |
_________________ |
___________ |
|
FUNDS REPAYMENT |
_________________ |
___________ |
| MARKETING |
_________________ |
___________ |
|
VISION / MISSION STATEMENT |
_________________ |
___________ |
|
MAJOR MARKETING OBJECTIVES |
_________________ |
___________ |
|
PRODUCT / SERVICES |
_________________ |
___________ |
|
CUSTOMER PROMOTION / ADVERTISING |
_________________ |
___________ |
|
PRICE |
_________________ |
___________ |
|
FRANCHISEE PROSPECTUS |
_________________ |
___________ |
|
FRANCHISEE RECRUITMENT PLAN |
_________________ |
___________ |
|
FRANCHISEE SALES / ADVERTISING |
_________________ |
___________ |
|
FRANCHISEE LOCATION SELECTION |
_________________ |
___________ |
|
FRANCHISEE GRAND
OPENING |
_________________ |
___________ |
| MANAGEMENT
|
_________________ |
___________ |
|
HEADQUARTERS KEY PERSONNEL |
_________________ |
___________ |
|
HEADQUARTERS ORGANIZATION STRUCTURE |
_________________ |
___________ |
|
HEADQUARTERS POLICIES / W&S |
_________________ |
___________ |
|
FRANCHISEE OPERATIONS MANUAL |
_________________ |
___________ |
|
FRANCHISEE KEY PERSONNEL |
_________________ |
___________ |
|
FRANCHISEE ORGANIZATION STRUCTURE |
|
|
|
FRANCHISEE POLICIES / W&S |
_________________ |
___________ |
|
PERT CHART |
|
|
| HEADQUARTERS 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 |
_________________ |
___________ |
| 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 FRANCHISEE OFFERING CIRCULAR |
_________________ |
___________ |
|
FRANCHISEE CONTRACT |
_________________ |
___________ |
|
TRADEMARK |
_________________ |
___________ |
|
BUSINESS STRUCTURE |
_________________ |
___________ |
|
INSURANCE: TYPE & COST |
_________________ |
___________ |
| APPENDIX
|
_________________ |
___________ |
|
BUILDING PLANS |
_________________ |
___________ |
|
LAYOUT DESIGN |
_________________ |
___________ |
|
DIAGRAMS |
_________________ |
___________ |
|
CHARTS |
_________________ |
___________ |
|
WORKING PAPERS |
_________________ |
___________ |
