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Base Zero [TERRITORY]FranchiseeBusiness Plan Directors: ……………………………..Mobile:…………………………………Email:…………………………………..Business PlanExecutive SummaryUse this section to summarize the major points to be addressed in the rest or the plan. You can follow the outline for the rest of the plan for the format of your executive summary. If you do, summarize each subsection with a bullet-point sentence or two.Background InformationOwnership & Corporate FormatWhat kind of business (such as sole proprietor, LLC, S-Corporation, Company, Trust, etc.) is it/will it be? When was it/will it be established? In what state is it/will it be chartered? Who are the owners and what percentage do/will you own? History of the BusinessBase Zero has been operating in Brisbane since 2007, 11 years of increased revenue, customer satisfaction and service proficiency. There have been many milestones over this time, including interstate expansion, consistent annual revenue growth, upgraded equipment, along with the development of systems to run the business efficiently and consistently. The Franchisor, Base Zero Support Office, as a member of the FCA, adapted to increasing demand for growth, by collaborating with specialised contractors to expand their operational regions. They have developed an extensive training program, that I have personally completed. The opportunity for the ownership of the existing 4 Franchise territories is now available. Industry OverviewFranchising is a proven method for business to thrive in the current market place.The continued growth will be driven by a number of factors:Base Zero’s close association with the rapid developing service sector,We have the ability to service a niche market.There is a strong health and fitness social awareness.An increased demand for convenience and standardised quality.The growing number of community events based around healthy activities. Higher quality providers of recreational equipment required by event organisers.Benefits of the Franchise ApproachThe world is a sophisticated market and the increasingly mobile consumer has come to depend on and appreciate the consistent quality of franchised products and services. The ability to easily recognise a franchise, guarantees that there will be no surprises or disappointments and assures that a ‘bigger back up force’ exists.I am aware of the statistical comparison between survival rates for franchise-affiliated businesses who are consistently out-performing any independent businesses.ObjectivesMy objective is to continue the strong consistent annual revenue growth, by following the success strategies developed by the franchisor. I am focused on structuring quantitative goals with respect to profit and sales targets, as well as maintaining the high standard and market position of the franchise group. An existing strong client base is provided with this territory, by utilising software and systems for consistent client communication, I am able to maintain and grow the business. Implementation TimelineWe have estimated that the initial integration to become a franchisee will take approximately 2 months. Major tasks and milestones to be reached as we progress through the process are detailed below:Personal Financial Position reviewed.Intent to Proceed, preparation of the Franchise Documentation.Review of the Franchise Documentation and investigation of the franchise.Enforced 14 day waiting period after contract received, prior to signing.Secure a Territory by processing the deposit and signing the franchise agreement.7 day cooling off period after contract signed.Final payment for Franchise Territory processed.Training undertaken.Business Goals determined, and operation commenced.Future OpportunitiesOur 5-year goal is to build the business to a revenue of $.....k P/A.The current revenue projections will enabling us to payout the business loan in … years.We have plans to own our own home within the next …. years. A minimum of 2 years business figures are required for banks to offer a mortgage.As the business grows there is an option to purchase additional equipment to meet the demand. Expansion by acquisition of an additional territory is also an option.The Franchisor-Franchisee RelationshipSupport Provided by the FranchisorFull training is provided in the 3 week ‘Climb To Success’ training support program.Franchise Business Operations and Procedures ManualsThe Franchisor, Base Zero Support Office, receive event inquiry calls directly from customers throughout Australia, converting them into sales for franchisees. They provide a dedicated office manager, who helps us organically grow the business through effective direct marketing, and online SEO development.Consistency and speed is achieved by utilising the software developed to provide accurate hire rates to clients.The reliable connections developed by the franchisor with suppliers will enable us to benefit from volume purchase discounts, and industry knowledge, that would otherwise be challenging to develop.Ongoing support is provided in Regular Franchisee meetings providing on-going support.Responsibilities of the FranchiseeThe initial investment will be $................. This includes the Franchise Fee, Legal costs, Training & Existing Region certificate.We have a $....k deposit saved, reducing the business loan required to $....k.We will be leasing the Rock wall from the Franchisor $...../week over … yrs. (Lease to Own).Any maintenance required to the Rock wall will be our responsibility over the …. years.The Support Fee, 17% of total sales, is the Royalty Support Fee that will be due every month.Minimum performance criteria are outlined in the Operational systems.They include marketing and advertising, office and Administration, Operational targets. Products and ServicesOverviewBase Zero is a franchised ‘Mobile Rock Climbing Wall’ system. Easy setup, for 1 person to operate in 30 minutes. Suitable for climbers aged 4 yrs. up to adults weighing 120kg.They bring “the thrill of adventure” to 100’s of events, and 1000’s of climbers every year with specialised Mobile Rock Climbing Walls.Description of Products/Services by Category1st July 2017 – 30th June 2018 Total revenue of [TERRITORY] $........... inc GSTTotal of ….. eventsAverage sale $.....Diversity of events attended:TRADE SHOWS, EXPOS, AND PRODUCT LAUNCHESUniversity O week & TAFE Open daysVacation Care / School Holiday Activity for kidsCommunity EventsFetes Festivals & FundraisersCorporate EventsSchool HPE ActivitySports Clubs and StadiumsTeam Building Youth Group ActivitiesDirect cost involved to provide the service over the year are estimated at $.....kA brief description of these are outlined below:Vehicle costs (maintenance, registration, insurance)Fuel to tow trailerWages paid to Team membersInsurance (liability, Goods in Transit, 3rd Party) Business administration and software expensesSupport Fee 17%A detailed breakdown of expenses can be provided upon request.To reach our goal of $........k Turn Over, we require an additional ….. events per month.Management, Staffing, Strategic Partners, and Professional SupportWe are currently operating as contractors for Base Zero and have a very good understanding of the Staff costs to run the business.We estimate that the payroll for the current business revenue of $.....k, is $.......... P/A.As the business is managed by the franchisee, only 1 additional casual team member is required for 70% of the event we undertake. The remaining 30% of events I operate on my own. Management TeamProvide profile for each owner who will participate in operations as well as each major manager. Discuss major job responsibilities as well as specific skills and experiences of each manager that qualifies them to handle the job at hand. Touch on career highlights here and include complete resumes in the attachments. Discuss compensation.StaffingIf your staff will be modest, provide descriptions of each job title here. If you have particular people already selected for these positions, discuss their qualifications. If not, discuss the qualifications required for successful candidates. Discuss how staffing needs will change as the company grows. Discuss compensation.Strategic PartnersStrategic partners are others who have a major effect on the way you do business, but are not part of your organization. These can include vendors, general contractors (if you are a subcontractor), subcontractors, landlords, collaborative marketing partners, and others.Professional SupportBriefly list professionals you will use and describe how you will use them. These can include attorneys, accountants, bookkeepers, payroll services, consultants, insurance brokers, graphic designers, and others. A sentence or two for each is sufficient.OperationsHours and Days of OperationThe majority of events are operation during the middle of the day on the weekend.Our average event operates for a duration of 4 hours.School Holidays are a very busy time for vacation care events.An average Vacation care event runs for 2 – 3 hours. (we often do two of these in a day).Larger events operate for consecutive days up to 7 days, on average 6hrs per day.This allows for administrative office responsibilities to be undertaken during the week.Location & FacilitiesThe trailer mounted Rock Walls can be stored at our residence, or at local vehicle / boat / caravan storage facility. The wall does not need charging, or any noisy generators. It is a self-contained unit, as it charges whilst it is towed.Location – where will the business be located? Is location important to the success of your operation? How will this location contribute to that success? What businesses and potential customers are nearby? For retail businesses, provide traffic counts if you can. Facilities – describe the actual location, including total square footage, allocation of space, parking (if appropriate). Discuss office & computer equipment, as well as other equipment and vehicles required. If renting, describe the lease. Describe how your facilities needs will change as the business grows.Licensing, Permitting & Other Regulatory IssuesThe Amusement Industry has a regulatory body that outlines the requirements we must adhere to. Many clients require a large array of certificates and registrations prior to the event.As we work with many city councils and government body’s, we are very proactive in maintaining the highest standard in the industry.MarketingMarketing TargetsWe help kids develop confidence, by bringing families together at fun and engaging events, to create a positive impact in their life.Not just for Children, Base Zero is in demand at corporate and community events and team building days.? With the likes of Google, Microsoft, Channel 9 (The Footy Show), Shine Group (Beauty and The Geek), & major City Councils as Clients.80% of the current clients are repeat customers, showing the strength in client satisfaction.Clients are Event Co-ordinators, they enjoy consistency and the highly organised attributes provided by a mature business. They communicate via email and phone, they require an efficient response time, and follow up communication to assist with their planning. DistributionThe service we provide is direct to the consumer. The event coordinator organizes the event, and we provide the service to their guests. The event organiser pays us directly to provide the petitive Environment and PositioningThere are a number of Amusement equipment providers, that supply Rock Climbing Walls and other equipment in Brisbane and the surrounding area. A successful company must have a core focus, in a niche market, with a diversified client base, to sustain it through time of economic change, Base Zero is exactly that. With strong proven strategies that benefit customer acquisition and retention, resulting in repeat satisfied clients. This has been a vital component to the success of the business.Base Zero are the specialists in their niche market, providing an exceptional quality service, that far exceeds its competitors. The Base Zero product out shines any other companies product in the industry. The induction screening for new Contractors and team members at Base Zero, is highly effective as they only accept people with the correct attributes that meet a company standard. Marketing TacticsSocial Media – Facebook – Instagram – Twitter – LinkedIn – Google My Business.Event Marketing – DL Flyers – Magnet business Cards – Signage – enquiry forms – Banners.Database Marketing – Direct Email to repeat clients.Website – SEO and content creation and updates.Lead Generation – Contacting new potential via phone and meetings.Financial SummarySalesPlease find attached a chart with the historic revenue and our projections of future revenue.Present a chart summarizing your annual projections for total sales in each of the next three years. If appropriate, make it a “stacked” chart providing a visual presentation of each sales category’s contribution to total annual sales.ProfitsPresent a chart summarizing your annual projections for total sales, gross profits, and net profits in each of the next three years. ExpensesPlease find attached a Pie Graph showing the Historic Expenses.Break-EvenBased on three-year projected annual averages and the equation [profits = variable cost % x sales – fixed costs], provide a chart illustrating projected profit at various potential sales levels. If your cost structure will change dramatically from year to year, you may need to provide a separate break-even analysis for each year.Attachments- Projected Income Statement (Cash Basis) – 3 years, monthlyMinimum requirements: 1 year monthly, plus 2 years quarterly. It’s easier just to do all three years on a monthly basis. Include a cash flow calculation section after profit calculations.Projected Balance Sheet, 3 yearsResumesOthers, could include: Product Information, Letters of Interest/Sales Contracts, Reprints, Marketing Materials, Capital PlanSources of FundsHow much money will you need? From what sources? Under what terms?Uses of FundsHow will you use the money? Begin with a table that outlines the major use of funds categories (such as building purchase, build-out, equipment, franchise fees, working capital reserves, etc.) and amounts required, then follow it up with a paragraph or two describing each use of funds category in greater detail. If possible, explain how the expenditure will help you become more profitable. (For example, if you are buying inventory, explain how much revenue that inventory can support. If purchasing real estate, calculate the estimated rent expense saved over the life to the loan.)Repayment of FundsIllustrate your ability to repay the loan from operating cash flow by presenting a chart that compares projected annual cash flow with projected annual loan payments.Briefly describe the total values of personal and business assets available for use as collateral in securing the loan.If you or your spouse will continue to receive a pay check from an employer after the establishment of your business, discuss it here. ................
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