Worksheet_Franchise Comparison

Company Letterhead

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

Franchise Comparison Worksheet

Date: {{date}}

Prepared By: {{preparer_name}}

Franchise Opportunity 1: {{franchise_name_1}}

**Franchisor Contact Person:** {{contact_person_1}}

**Contact Number:** {{contact_number_1}}

**Email:** {{email_1}}

**Initial Franchise Fee:** {{initial_franchise_fee_1}} (Currency: {{currency}})

**Estimated Initial Investment Range:** {{min_investment_1}} - {{max_investment_1}} (Currency: {{currency}})

**Royalty Fee:** {{royalty_fee_1}}% of gross sales

**Marketing/Ad Fund Fee:** {{marketing_fund_fee_1}}% of gross sales

**Term of Agreement:** {{term_of_agreement_1}} years

**Territory Type:** {{territory_type_1}} (e.g., exclusive, non-exclusive)

**Training Provided:** {{training_details_1}}

**Ongoing Support:** {{ongoing_support_1}}

**Key Differentiators/Advantages:** {{advantages_1}}

**Potential Disadvantages/Concerns:** {{disadvantages_1}}

Franchise Opportunity 2: {{franchise_name_2}}

**Franchisor Contact Person:** {{contact_person_2}}

**Contact Number:** {{contact_number_2}}

**Email:** {{email_2}}

**Initial Franchise Fee:** {{initial_franchise_fee_2}} (Currency: {{currency}})

**Estimated Initial Investment Range:** {{min_investment_2}} - {{max_investment_2}} (Currency: {{currency}})

**Royalty Fee:** {{royalty_fee_2}}% of gross sales

**Marketing/Ad Fund Fee:** {{marketing_fund_fee_2}}% of gross sales

**Term of Agreement:** {{term_of_agreement_2}} years

**Territory Type:** {{territory_type_2}}

**Training Provided:** {{training_details_2}}

**Ongoing Support:** {{ongoing_support_2}}

**Key Differentiators/Advantages:** {{advantages_2}}

**Potential Disadvantages/Concerns:** {{disadvantages_2}}

Financial Projections Comparison (Per Annum - Estimated)

| Metric | {{franchise_name_1}} (Est.) | {{franchise_name_2}} (Est.) | Notes |

|--------------------------|-------------------------|-------------------------|---------------------|

| Projected Revenue | {{revenue_1}} | {{revenue_2}} | {{revenue_notes}} |

| Cost of Goods Sold | {{cogs_1}} | {{cogs_2}} | {{cogs_notes}} |

| Gross Profit | {{gross_profit_1}} | {{gross_profit_2}} | |

| Royalty Fees ({{currency}}) | {{royalty_fee_amount_1}} | {{royalty_fee_amount_2}} | |

| Marketing Fees ({{currency}})| {{marketing_fee_amount_1}}| {{marketing_fee_amount_2}}| |

| Operating Expenses | {{opex_1}} | {{opex_2}} | {{opex_notes}} |

| Net Profit (Before Tax) | {{net_profit_1}} | {{net_profit_2}} | |

| ROI (Return on Investment)| {{roi_1}}% | {{roi_2}}% | {{roi_notes}} |

| Breakeven Period | {{breakeven_1}} months | {{breakeven_2}} months | {{breakeven_notes}} |

Legal and Regulatory Considerations

**Disclosure Document Review:** Has the Franchise Disclosure Document (FDD) or equivalent been thoroughly reviewed for both opportunities? {{fdd_reviewed_1}} / {{fdd_reviewed_2}}

**Legal Counsel Engaged:** Has legal counsel specializing in franchise law been consulted for both? {{legal_counsel_1}} / {{legal_counsel_2}}

**Exit Strategy/Renewal Terms:** What are the terms for renewal or exiting the agreement? {{exit_strategy_1}} / {{exit_strategy_2}}

**Dispute Resolution:** How are disputes typically resolved? {{dispute_resolution_1}} / {{dispute_resolution_2}}

**Local Regulations Compliance:** Any specific local or national regulations pertinent to each franchise in the Southern African context? {{local_regulations_1}} / {{local_regulations_2}}

Operational and Market Factors

**Market Demand in Target Area:** {{market_demand_1}} / {{market_demand_2}}

**Competition Analysis:** {{competition_1}} / {{competition_2}}

**Supply Chain & Logistics:** {{supply_chain_1}} / {{supply_chain_2}}

**Required Staffing Levels:** {{staffing_1}} / {{staffing_2}}

**Franchisee Satisfaction (References):** {{franchisee_satisfaction_1}} / {{franchisee_satisfaction_2}}

Summary and Recommendation

**Overall Summary of Franchise 1:** {{summary_1}}

**Overall Summary of Franchise 2:** {{summary_2}}

**Key Decision Factors:** {{decision_factors}}

**Recommendation:** Based on the comparison, the recommended franchise opportunity is {{recommended_franchise}}. Justification: {{recommendation_justification}}

Signature Block

___________________________

{{preparer_name}}

{{preparer_title}}

Date: {{signature_date}}