|
Business Information
Evaluation List 
Business Name and Date
- 1. LENGTH OF TIME IN BUSINESS
- A. 1 year (1 point)
- B. 3 years (2 points)
- C. 5 years (3 points)
- D. 7 years (4 points)
-
- 2. LOCATION
- A. Fair (1 point)
- B. Good (2 points)
- C. Excellent (3 points)
-
- 3. TIME LEFT ON THE LEASE
- A. Less than 5 years (0 points)
- B. 5 years (2 points)
- C. 10 years (3 points)
- D. 10+ years (4 points)
-
- 4. VOLUME INCREASE OR DECREASE EACH YEAR OF THE PAST THREE
YEARS
- A. Increase (5 points)
- B. Decrease (0 points)
-
- 5. The owner is "KEYMAN" to the business
- A. YES (0 points)
- B. NO (3 points)
-
- 6. REPUTATION OF THE BUSINESS
- A. Good (1 point)
- B. Excellent (2 points)
-
- 7. OWNER CARRY FINANCING
- A. Yes (4 points)
- B. No (0 points)
-
- 8. CASH FLOW
- A. 5% (2 points)
- B. 7.5% (5 points)
- C. 10% (8 points)
- D. 15% (11 points)
- E. 20% (15 points)
-
- TOTAL POINTS ______
-
-
- 1. TOTAL POINTS ______ divided by 40 (possible points) =
point %
- 2. % of 200 = cap
- 3. cap X restructure cash flow of $ = $
-
-
-
- GENERAL INFORMATION
-
- (business name)
- (address)
- (city)
-
-
- Type of business ____________________ Telephone _______________________
- Building structure __________________ Space occupied __________________
- Property dimensions (front feet and depth) _______________________________
- Parking ____________________________________________
- Own or lease __________________ Lease amount per month __________
- Time left on lease __________________ Options _________________________
- Name of businesses adjoining on each side ____________________________________
- _____________________________________________________________________
- Number of seats in bar _______ Dining room ________ Other
__________
- Check average: Breakfast _________ Lunch _________ Dinner
_________
- Food/beverage percent of gross sales: Food _______ Beverage
__________
- Gross sales: 1999 ___________ 1998 ___________ 1997 __________
- Number of employees: Full time _______ Part time _______
- Business hours: _____________________________________________________________
- Remarks: _________________________________________________________________
- _________________________________________________________________________
-
-
-
-
-
- FOR ILLUSTRATION PURPOSE ONLY PRELIMINARY CASH FLOW REPORT
- (Business name):
- (address) * (city)
-
- SALES AND COST OF SALES - PREVIOUS 12 MONTHS
- Actual Percentage
- Sales - food
- Sales - liquor
- Sales - other
-
- TOTAL SALES
- Cost of food
- Cost of liquor
-
- TOTAL COST OF SALES
-
- ADJUSTED GROSS PROFIT
-
-
- FIXED EXPENSES
- Rent
- Common Area
- Taxes
- Licenses
- Personal Property Tax
- Real Estate Taxes
- TOTAL
-
-
- PAYROLL
- Wages - hourly
- Wages - Salary (manager)
- Payroll Taxes
- Medical Insurance
- Unemployment Tax
- Casual Labor
- TOTAL
-
-
- CONTROLLABLE EXPENSES
- Advertising
- Legal & Accounting
- Credit Card Fees
- Insurance
- Janitorial
- Laundry & Linen
- Office Supplies
- Bar Supplies
- Restaurant Supplies
- Cleaning Supplies
- Kitchen Small wares
- Paper Supplies
- Repairs/Maintenance
- Telephone
- Utilities
- House Promotion
- Other - Associations, Tourism
- Other - Bad Checks
- TOTAL
-
-
- TOTAL OF ALL OPERATING EXPENSES
- ADJUSTED GROSS PROFIT
- ALL OPERATING EXPENSES
- CASH FLOW
-
-
-
- DESCRIPTION OF FACILITY
- QUANTITY & TYPE OF EQUIPMENT
-
- LEGAL MATTERS
-
- (kinds/copies of licenses)
-
-
- LEASE REVIEW
-
- Lease reviewed:
- Address of property:
- Original lease date: Expiration date:
- Renewal provisions:
- Assignability:
- Base rental per month:
- Escalator:
- Deposit:
- Taxes paid by:
- Insurance paid by:
- Additional fees (utilities or parking):
- Option to purchase to real estate:
- Second position on furniture, fixtures and equipment:
- Sign:
- Special provisions:
- Lessor - name:
- address:
- phone:
- Remarks:
-
- Business Buyer Resource Center - "Learn 100s of tips, strategies
and techniques to help you find and buy the right business".
-
-
-
|
