Worksheet_Franchise Comparison

Company Letterhead

{{company_name}}

{{company_address}}

{{phone}}

{{email}}

{{website}}

Franchise Opportunity 1: {{franchise_name_1}}

**Franchisor Contact:** {{franchisor_contact_1}}

**Contact Information:** {{contact_email_1}}, {{contact_phone_1}}

**Industry Sector:** {{industry_sector_1}}

**Initial Franchise Fee:** {{initial_franchise_fee_1}} (e.g., ZAR 150,000)

**Royalty Fee (Percentage/Flat):** {{royalty_fee_1}} (e.g., 6% of gross revenue)

**Marketing/Ad Fund Contribution:** {{marketing_fund_1}} (e.g., 2% of gross revenue)

**Estimated Initial Investment Range:** {{initial_investment_range_1}} (e.g., ZAR 800,000 - ZAR 1,500,000)

**Franchise Agreement Term:** {{agreement_term_1}} years

**Training Provided:** {{training_provided_1}}

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

**Territory Granted:** {{territory_description_1}}

**Franchisor’s Reputation/History:** {{franchisor_reputation_1}}

**Market Demand/Competition:** {{market_demand_1}}

**Exit Strategy/Resale Provisions:** {{exit_strategy_1}}

Franchise Opportunity 2: {{franchise_name_2}}

**Franchisor Contact:** {{franchisor_contact_2}}

**Contact Information:** {{contact_email_2}}, {{contact_phone_2}}

**Industry Sector:** {{industry_sector_2}}

**Initial Franchise Fee:** {{initial_franchise_fee_2}} (e.g., ZAR 120,000)

**Royalty Fee (Percentage/Flat):** {{royalty_fee_2}} (e.g., 5% of gross revenue)

**Marketing/Ad Fund Contribution:** {{marketing_fund_2}} (e.g., 1.5% of gross revenue)

**Estimated Initial Investment Range:** {{initial_investment_range_2}} (e.g., ZAR 600,000 - ZAR 1,200,000)

**Franchise Agreement Term:** {{agreement_term_2}} years

**Training Provided:** {{training_provided_2}}

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

**Territory Granted:** {{territory_description_2}}

**Franchisor’s Reputation/History:** {{franchisor_reputation_2}}

**Market Demand/Competition:** {{market_demand_2}}

**Exit Strategy/Resale Provisions:** {{exit_strategy_2}}

Financial Projections Comparison

**Opportunity 1 - Estimated Annual Revenue (Year 1-3):** {{revenue_projection_1}}

**Opportunity 1 - Estimated Annual Profitability (Year 1-3):** {{profitability_projection_1}}

**Opportunity 2 - Estimated Annual Revenue (Year 1-3):** {{revenue_projection_2}}

**Opportunity 2 - Estimated Annual Profitability (Year 1-3):** {{profitability_projection_2}}

**Break-even Point (Estimated):** Opportunity 1: {{breakeven_1}}, Opportunity 2: {{breakeven_2}}

Legal and Regulatory Considerations

**Franchise Disclosure Document (FDD) Review Status:** {{fdd_review_status}} (e.g., reviewed by legal counsel)

**Key Clauses of Concern (Opportunity 1):** {{key_clauses_1}}

**Key Clauses of Concern (Opportunity 2):** {{key_clauses_2}}

**Compliance with local franchise laws (e.g., Consumer Protection Act in South Africa):** {{local_compliance_status}}

Due Diligence Checklist

**Spoken to existing franchisees?** {{spoken_to_franchisees}} (Yes/No, include number and names if possible)

**Reviewed financial statements of franchisor?** {{reviewed_financials}} (Yes/No)

**Visited franchise locations?** {{visited_locations}} (Yes/No)

**Independent legal advice sought?** {{legal_advice_sought}} (Yes/No)

**Independent financial advice sought?** {{financial_advice_sought}} (Yes/No)

Summary and Conclusion

**Strengths of Opportunity 1:** {{strengths_1}}

**Weaknesses of Opportunity 1:** {{weaknesses_1}}

**Strengths of Opportunity 2:** {{strengths_2}}

**Weaknesses of Opportunity 2:** {{weaknesses_2}}

**Overall Recommendation:** {{overall_recommendation}}

**Next Steps:** {{next_steps}}

Signature Block

**Prepared By:** {{preparer_name}}

**Date:** {{date}}

**Reviewed By:** {{reviewer_name}}

**Review Date:** {{review_date}}