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Franchise
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 $199 (or $359.10 to receive a 10% discount), to: Olson
Business Development, P.O. Box 3348, Frederick, MD 21705. Questions?
Call Chris Olson at .
1.
ID Information
Name: ____________________________________________________________
Company Name: ____________________________________________________________
Address: ____________________________________________________________
City, State, Zipcode:
______________________________
Phone #: ______________________________
Fax #: ______________________________
Email: ______________________________
2.
Sources of Funds
Type of
Financing? (Circle one) Loan Investment
Amount Needed:
How Much of Your Own Money Will You Invest? (Many lenders require
20% to 35% of total start-up funding to come from investments)
3.
Uses of Funds
Purchase Land or Building
______________________________
Purchase Computer Equipment
______________________________
Purchase Office Equipment
______________________________
Purchase of Other Equipment
______________________________
Purchase of Vehicle(s)
______________________________
Payment of Franchise
Fee ______________________________
Retirement of Current
Debt ______________________________
Purchase a Business
______________________________
Purchase Inventory
______________________________
Deposits ______________________________
Leasehold Improvements:
______________________________
Working Capital: (many lenders recommend cash reserves equal to
3 months' operating expenses)
Other Start-up Expenses (explain):
4.
Products & Services
Briefly
describe your products and services. If you can, include any promotional
brochures or catalogs that you use.
5.
Your Market
Who are
your customers? If you can, describe them demographically and
geographically.
6.
Marketing
What forms
of marketing will you use? (Circle all that apply)
Print Advertising |
TV Advertising
|
Radio Advertising
|
Outdoor Advertising |
Internet Advertising
|
Personal Selling
|
Press Releases |
On-Site Promotions |
Direct Mail |
Telemarketing |
Brochures and Collateral
Materials |
Other, explain:
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.
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).
Purpose
of Loan
|
Current
Balance
|
Original
Balance
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Date of
Origin
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Monthly
Payment
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Term
(Years)
|
Interest
Rate
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11. Royalties
& Fees
Royalty
Percentage:________________________
Ad Fund Percentage:________________________
Any Other Monthly Franchise-Related
Fees:________________________
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 $399, payable upon the following schedule:
$199 upon the commencement of work
$200 upon the complete of work or 30 days after the commencement
of work, whichever comes first
If
complete payment is made upon the commencement of work, a 10%
discount is granted. Total fee will be $359.10.
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.
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_______________ |
| Signature |
Date |
E-Mail Us:
CEOlson
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