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Business Plan Questionnaire: 1. ID Information

The document is a questionnaire for a business plan being developed by Olson Business Development. It requests information in 11 sections about the business seeking funding, including identification details, sources of funding, uses of funds, client/customer projections, market information, staffing, ownership, facilities, existing debts, and an agreement authorizing Olson Business Development to develop the business plan in exchange for $399.

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Ritesh Singla
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51 views4 pages

Business Plan Questionnaire: 1. ID Information

The document is a questionnaire for a business plan being developed by Olson Business Development. It requests information in 11 sections about the business seeking funding, including identification details, sources of funding, uses of funds, client/customer projections, market information, staffing, ownership, facilities, existing debts, and an agreement authorizing Olson Business Development to develop the business plan in exchange for $399.

Uploaded by

Ritesh Singla
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Business Plan Questionnaire

Print this questionnaire from your computer. Provide as much information as


you can. If you don't have an answer to a certain question, move on to the
next one. Many answers will present themselves during the plan development
process.When you're ready, return it, along with your check for $199, to:
Olson Business Development, P.O. Box 3348, Frederick, MD 21705.
Questions? Call Chris Olson at
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1. ID Information
Name:
Company
Name:
Address:
City,
State Zip:
Phone #:
Fax #:
E-mail
Address:

2. Sources of Funds
Type of Financing? (Circle one) Loan Investment
Amount Needed? _________
How Much of Your Own Money Will You Invest? _________

3. Purpose of Loan
Check the appropriate one:
___ Become a NaturaLawn franchisee and establish a new operation
___ Convert an existing non-affiliated company to a NaturaLawn franchise

4. Uses of Funds
Purchase Initial Inventory:
Purchase Computers, Office
Equipment, Furniture:
Purchase Other Equipment or
Vehicles:
Franchise Fee:
Retire Current Debt:
Travel/Training/Lodging:
Leasehold Improvements:
Other Start-up Expenses:
Working Capital:
Other (explain):

5. Client Count Goals


Provide your targets for the number of clients you plan to have at the following
milestones.
End of: Month 1 Month 6 Month 12 Month 24 Month 36

# of Customers:

6. Your Market
What is your geographic market area? If you can provide any information
about local real estate trends (home sales, housing starts), please send it
along.

7. Staffing
Provide the requested information about your projected staff. Include yourself
and any co-owners who materially participate in the operation of the business
and/or receive salaries or wages from the business. If your staff will include
more than 10 people, provide information only for key management
personnel.
Name Position Annual
Salary/Wage
8. Ownership
Owner/Co-Owner % of Ownership

Provide a resume or 2-3 paragraph work history for each owner who
participates materially in the operation of the business.

9. Facilities
If you will not operate the company from your vhome, provide a brief
description of the facilities from which you will operate. Include square
footage, rent, and improvements needed to prepare the site for operations.

10. Notes Payable


To help us project all of your future interest and loan principal payments,
please provide descriptions of all business notes payable that will remain after
you receive the requested funding (don't include the requested loan). This
question is primarily for owners of non-affiliated real estate offices who are
converting their operations to NaturaLawn franchises.
Purpose Current Original Date of Monthly Term Interest
of Loan Balance Balance Origin Payment (Years) Rate
11. Work Agreement
Sign and date below.
a. Work to be Done
Olson Business Development will develop a business plan for use in obtaining
financing.
b. Fee
The fee will be $399, payable upon the following schedule:
$199 upon the commencement of work
$200 upon the complete of work or 30 days after the commencement of work,
whichever comes first.
c. Non-Disclosure
Olson Business Development pledges that it will not disclose to anyone,
without the expressed permission of the client, any information about the
client that may be regarded as proprietary.
d. Limitations
Client pledges that all information it provides to Olson Business Development
is, to the best of its knowledge, truthful and accurate. Client takes full
responsibility for all information presented in the completed business plan.

__________________________________________ _______________
Signature Date

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