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 present themselves during the plan development
process.When you're ready, return it, along with your check for
$199, to: Olson Business Development, P.O. Box 3348, Frederick,
MD 21705. Questions? Call Chris Olson at .
1. ID Information
| Name: |
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| Company Name: |
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| Address: |
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| City, State Zip: |
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| Phone #: |
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| Fax #: |
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| E-mail Address: |
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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 REALTY EXECUTIVES franchisee and establish
a new office
___ Convert an existing non-affiliated office to a REALTY
EXECUTIVES franchise
___ Establish an additional REALTY EXECUTIVES office
(if you are already an existing franchisee)
4. Uses of Funds
| Purchase Land or Building: |
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| Purchase Computers, Office Equipment, Furniture: |
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| Purchase Other Equipment or Vehicles: |
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| Franchise Fee: |
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| Retire Current Debt: |
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| Travel/Training/Lodging: |
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| Leasehold Improvements: |
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| Other Start-up Expenses: |
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| Working Capital: |
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Other (explain):
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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: |
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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,
all fees that you will pay to REALTY EXECUTIVES International,
and all fees that you will pay to your area 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 |
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| Wages & Salaries-Owners |
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| Wages & Salaries-All Others |
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| Employee Benefits |
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| Business Insurance |
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| MLS Fees |
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| Telephone & Pager |
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| Utilities (if not included in Rent) |
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| Repairs & Maintenance |
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| Equipment Leasing |
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| Auto Expense |
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| Travel & Entertainment |
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| Professional Fees (Atty., Acct., etc.) |
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| Office Supplies |
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| Other Office Expenses |
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| Other_________________________ |
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| Other_________________________ |
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| Other_________________________ |
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| All Other Expenses Not Listed |
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13. 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 REALTY EXECUTIVES franchises. If you
are already a REALTY EXECUTIVES franchisee and areng
an additional offices, list only those notes that will be repaid
by the new office.
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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14. 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.
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.
| __________________________________________
|
_______________ |
| Signature |
Date |
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