Business Plan Questionnaire Print this questionnaire from your computer.  Provide as much information as you can. If you don't have an answer to a certain question, move on to the next one. Many answers will become apparent during the plan development process.When you're ready, return it, along with your check for $149, to: Olson Business Development, P.O. Box 3348, Frederick, MD 21705. Questions?  Call Chris Olson at 301-695-2500.

1. ID Information

Name:
Company Name:
Address:
City, State Zip:
Phone #:
Fax #:
E-mail Address:

2. Sources of Funds

Type of Financing? (Circle one)   Loan       Investment

Amount Needed? __________

How Much of Your Own Money Will You Invest? __________

3. Purpose of Loan
Check the appropriate one:

___ Become a Re/Max franchisee and establish a new office

___ Convert an existing non-affiliated office to a Re/Max franchise

___ Establish an additional Re/Max office (if you are already an existing franchisee)

5. Agent Count Goals
Provide your targets for the number of agents you plan to have at the following milestones.

End of:	Month 1	Month 6	Month 12	Month 18	Month 24	Month 30	Month 36
# of Agents:

6. Your Market
What is your geographic market area? If you can provide any information about local real estate trends (property values, home sales, housing starts), please send it along.

7. Staffing
Provide the requested information about your projected staff. Include yourself and any co-owners who materially participate in the operation of the business and/or receive salaries or wages from the business. If your staff will include more than 10 people, provide information only for key management personnel.

Name                             Position                                          Annual Salary/Wage

8. Ownership
Owner/Co-Owner                     % of Ownership

Provide a resume or 2-3 paragraph work history for each owner who participates materially in the operation of the business.

9. Facilities
Briefly describe your location. Include address, name of shopping center or office complex, square footage, and advantages of the location. Also include descriptions of any special equipment you have.

10. Fees & Commission Splits
Provide a brief listing of all fees that you will charge agents and all fees and royalties that you will pay to the franchisor. If you plan to split commissions with your agents, explain the split percentages and any sliding scales that you may use to calculate them.

11. Operating Expenses
Provide your estimates for the following monthly operating expenses in Year 1. If you don't have a good estimate for a certain category, simply place a "?" in the space. Do not include commissions.

Rent & C.A.M.Fees
Wages & Salaries-Owners
Wages & Salaries-All Others
Employee Benefits
Business Insurance
MLS Fees
Telephone & Pager
Utilities (if not included in Rent)
Repairs & Maintenance
Equipment Leasing
Auto Expense
Travel & Entertainment
Professional Fees (Atty., Acct., etc.)
Office Supplies
Other Office Expenses
Other_________________________
Other_________________________
Other_________________________
All Other Expenses Not Listed

11. Notes Payable
To help us project all of  your future interest and loan principal payments, please provide descriptions of all business notes payable that will remain after you receive the requested funding (don't include the requested loan). This question is primarily for owners of non-affiliated real estate offices who are converting their operations to Re/Max franchises. If you are already a Re/Max franchisee and are opening an additional offices, list only those notes that will be repaid by the new office.

Purpose of Loan	Current Balance	Original Balance	Date of Origin	Monthly Payment	Term (Years)	Interest Rate

12. Work Agreement
Sign and date below.

a. Work to be Done
Olson Business Development will develop a business plan for use in obtaining financing.

b. Fee
The fee will be $299, payable upon the following schedule:
$149 upon the commencement of work
$150 upon the complete of work or 30 days after the commencement of work, whichever comes first.

c. Non-Disclosure
Olson Business Development pledges that it will not disclose to anyone, without the expressed permission of the client, any information about the client that may be regarded as proprietary.

d. Limitations
Client pledges that all information it provides to Olson Business Development is, to the best of its knowledge, truthful and accurate. Client takes full responsibility for all information presented in the completed business plan.

e. Disclaimer
Olson Business Development has not financial relationship with the franchisor.

__________________________________________	_______________
Signature	Date

Back to Main Franchise Page	Back to OBD Home Page