About This Worksheet
Map and analyze competitors in your proposed franchise territory including market share and positioning.
This worksheet helps you organize and calculate the key information for franchise competitor analysis worksheet. Fill in each section carefully. Use the calculation areas to verify your numbers before transferring them to the official form.
How to Complete This Worksheet
- Print this worksheet or use it on screen.
- Complete each section in order.
- Use a calculator for all math. Do not estimate.
- Double-check every calculation before moving to the next section.
- Transfer final figures to your official form when complete.
- Keep this worksheet with your records.
Franchise Competitor Analysis Calculations
Enter your figures for franchise competitor analysis worksheet below. Pull numbers from official documents, not estimates.
Franchise Competitor Analysis Worksheet
| A. | Initial franchise fee | $ ________ |
| B. | Build-out and equipment costs | $ ________ |
| C. | Initial inventory | $ ________ |
| D. | Working capital (3 to 6 months operating expenses) | $ ________ |
| E. | Total initial investment (A + B + C + D) | $ ________ |
| F. | Projected monthly gross revenue (conservative estimate) | $ ________ |
| G. | Monthly royalty payment (F x royalty rate) | $ ________ |
| H. | Monthly advertising fund contribution | $ ________ |
| I. | Monthly rent and occupancy costs | $ ________ |
| J. | Monthly labor costs | $ ________ |
| K. | Monthly cost of goods sold | $ ________ |
| L. | Other monthly expenses (insurance, utilities, supplies) | $ ________ |
| M. | Total monthly expenses (G + H + I + J + K + L) | $ ________ |
| N. | Monthly net income (F minus M) | $ ________ |
| O. | Months to break even (E divided by N) | # ________ |
Your Information
Enter your details as they appear on your official documents.
As it appears on your government ID.
Today's date, MM/DD/YYYY.
From prior franchise competitor analysis worksheet filings. Write N/A if none.
Additional Notes
Record any other information relevant to your franchise competitor analysis worksheet calculations.
Verification
Before transferring figures to your official form, confirm:
- All figures are accurate and match your source documents.
- All calculations have been double-checked with a calculator.
- Names and dates match your official identification.
- Information is consistent with requirements for franchise competitor analysis worksheet.