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Creating a Business Plan

When you decide to invest in a franchise or business opportunity, you will need to create an effective business plan if you hope to be accepted by the franchisor as a new franchisee or if you want to acquire funding for the franchise investment. Here you will find a brief outline of what a business plan should contain. Use these details as a reference point when you are creating your personalised business plan.


Cover Page

Include your Name, Address, Telephone and Name of Business.



Brief statements of the following: business description (products or services), overview of industry, franchise profile, amount of loan request or investment capital needed, intended use of capital, repayment details.


Business Description

Legal business form; names and addresses of parties involved and general information on franchise, franchisor, franchise sector and industry.

Marketing Plan

Customer base demographics; rationale for site selection and/or location of franchise business, analysis of market competitors, advertising and PR campaign plans.


Financial Forecast

Pro Forma Balance Sheet; Projected Cash Flow and Projected profit and loss accounts for the first year in business.


Investment or Loan

State the amount of your loan or investment needs, use of the funds and terms on why you are requesting this amount.


Other Documentation

Anything else that will help your case in understanding the business you hope to invest in.

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