skip to Main Content

2,400+ Clients since 2001 • $4.3+ Billion Raised

Franchise Business Plans

Planning to Invest in a Franchise?

Many entrepreneurs who decide to purchase a franchise are surprised to learn that, in many cases, they will need to present a business plan to someone well before they open the doors to customers.

For example, many franchisors require an individual applying to purchase and operate a franchise to submit a business plan before the franchise will be awarded.

Entrepreneurs who require external financing for expenditures such as franchise fees, tenant improvements, start-up expenses, and other working capital requirements will find that investors and lenders will almost always ask for a business plan.

And, lastly, you will need a franchise business plan for the same reasons franchisors and lenders require one: you need to know where you are going and how you are going to get there. You need a roadmap that will take you to a sustainable, successful business.

franchise business plan consultant

We Can Prepare Your Franchise Business Plan

Cayenne Consulting works with you to develop a business plan that will demonstrate just why you are the right person to own and operate the franchise. The franchise business plan will show that you have the requisite skills, talent, background, experience, and resources to successfully start and grow a business that provides real products and services to the community. The franchise business plan must be as professional as you intend for the business to be. Make no mistake, it must represent you.

Your business plan will likely be 15-25 pages in length and include informative charts, tables, images, and graphs that will aid in giving the reader a better understanding of the business. At a minimum, your franchise business plan must include:

  • An Executive Summary
  • A company/business description
  • A description of the company’s products and/or services
  • A market and industry analysis
  • A competitive analysis
  • A marketing and sales plan
  • A management and organization section
  • A financial discussion that includes a 3-5 year financial forecast

You can scroll through a sample of a franchise business plan below.

Sample Franchisee Business Plan

Have a look inside a typical franchisee business plan:

Cayenne’s Franchise Business Planning Credentials & Relevant Experience

Several of our consultants have extensive experience in developing business plans for franchisees and franchisors. Here is a brief summary of just some of that work:

  • Business plan and financial forecast for a client that sought franchisor approval from Sylvan Learning Systems for the acquisition of an existing franchised location.
  • Business plan for experienced multi-unit franchisee used to apply for approval to acquire 3 franchises from a new franchisor called Blaze Pizza. The franchises will be located in Southern California where the client’s existing stores are located. This strategic move allows him to increase the number of customers served in markets that he knows and not compete against himself.
  • Business plan for the acquirer of an existing Subway franchise. The business plan was presented to the franchisor as well as a commercial lender.
  • Business plan for an existing Dunkin’ Brands Master Franchisee who wished to purchase another Master Franchisee in another state. The business plan was submitted to the franchisor and approved.
  • Business plan for an experienced restaurant general manager who wished to purchase a Bikinis Sports Bar & Grill franchise in Charlotte, NC.
  • Business plan and financial projection for an individual who wished to buy a Twin Peaks casual dining franchise.
  • Business plan for the buyer of a franchise for The Weave Shop. The business plan was submitted to a commercial bank.
  • Business plan and related documents for a Canadian investor group to fund the acquisition of the exclusive franchise rights for Canada for a fast growing U.S.-based casual dining, fresh Mexican restaurant concept.
  • A bank ready business plan and 5 year financial forecast for 22 year restaurant industry veteran who secured a 90% loan for the funding of a Culver’s Restaurant in Arizona.
  • A business proposal to be presented to a large Checkers Drive-In Restaurants Master Franchisee in support of the opening of 25 Checkers Drive-Ins in a major Texas city.
  • Business plan for a Robek’s franchisee in California was submitted to the United States Citizenship and Immigration Services as part of the approval process for an E-2 investor visa application for a businessman who wished to immigrate from a South Asian country.
  • Business plan and financial forecast for submission to KFC International seeking approval to become the exclusive KFC franchisee in a South American country.
  • Fully compliant business plan submitted to the United States Citizenship and Immigration Service as part of a Brazilian executive’s immigration visa approval. The franchise was granted by Chevron USA for a gas station and convenience store in Florida.
  • Developed business plan, financial forecast and provided capital formation strategy for a nine-store, build-your-own gyro chain in South Florida, including developing a franchise model.
  • Business plan for potential Dunkin’ Brands Master Franchisee in Los Angeles as Dunkin re-entered the Southern California market. The business plan was submitted to the franchisor.

We’ve even prepared a business plan for a franchisor that used the business plan to raise over $1 billion to change the company’s business model from franchised stores to company-owned stores. We are not able to mention the name due to the confidentiality of the transaction but most people have heard of the company.

Tips for Franchisees

Here are some great tips* that every franchisee should follow:

  • Be passionate about your business
  • Be willing to make sacrifices and take on risk
  • Leave an extraordinary impression on customers
  • Know what sets your franchise apart
  • Have a great location

* Source: https://www.inc.com/

Tips for a Great Franchisee Business Plan

Here are some business plan tips for franchisees:

  • Do not wait until the last minute. To be safe, allow a minimum of 2-3 weeks to get this done right.
  • Do not attempt to do this yourself. This document requires a professional.
  • Remember that the franchise business plan must be as professional as you. In many cases, the business plan is how you make a great first impression.

Buying a branded franchise is a proven, effective way to become an entrepreneur. Make no mistake, the cost of becoming a franchisee is often more than creating an independent business from scratch, but buying into a franchise eliminates a lot of the upfront work and risk. It is up to you to weigh the costs and benefits. Whether you are buying a franchise or going independent, develop a great business plan to give yourself a head start.

Related Articles

How to Choose, Buy, and Operate a Successful Franchise

Decision 1: Should you Buy a Franchise or Go Indie? You may have read our post Franchise or Indie? where we considered the advantages of buying a franchise as well as the advantages of going independent. You have decided, after weighing your choices, that buying a franchise is the right option for you. You are…

Is a Franchise Right for You?

Owning a business is full of decisions, beginning with whether you should start an independent business or purchase a proven business concept, commonly known as a franchise. There are pros and cons to both approaches. Both will require a commitment of time and money. Both come with risks. So which is right for you? Knowing…

You May Need a Franchise Financial Forecast If…

Suppose you’re considering buying a franchise and you’re facing any of the following situations: You need to source funds for your project. Your franchisor is asking you for a financial plan. The SBA wants to see your numbers. Your bank wants to know if you can pay off the equipment loan. Your landlord wants to…

Do Your Homework Before Buying That Franchise

A recent issue of The Wall Street Journal ran a special advertising feature written by Julie Bennett and titled The Future for Emerging Brands. It was targeted at companies that might want to franchise their concepts as well as franchisees who might benefit by buying a smaller, newer, or lesser-known franchise than one of the…

Franchise or Indie?

We received an inquiry recently from a prospective entrepreneur who needed a business plan to submit to Subway in order to be approved to be a franchisee. We told him that we had done a number of business plans for the same audience and purpose and that we would be happy to help him. Interestingly,…

Consider These Criteria before Buying a Franchise

We receive requests quite regularly from prospective clients who are interested in purchasing a franchise. Very often, these are corporate middle managers who, for one reason or another, no longer have an interest in climbing the ladder or participating in the corporate arena. Another category of people we hear from often are immigrants who wish…

Meet Our Franchise Business Plan Specialists

Jimmy Lewin, Business Plan Consultant

Jimmy Lewin

Principal Consultant
Phoenix, AZ | Deer Valley, UT
Jimmy's background includes over 40 years in international, commercial, and investment banking, and nearly a decade as the principal shareholder and CEO of a rapidly growing manufacturing and...
Read More
Charlie Kickham, MBA, Business Plan Consultant

Charlie Kickham, MBA

Principal Consultant
New York, NY
Charlie brings 17 years of experience in finance, strategic partnership development, organizational restructuring, real estate development, and business development to Cayenne Consulting....
Read More

Paul Fiorello, Business Plan Consultant

Paul Fiorello

Principal Consultant
San Francisco, CA
Paul is a serial entrepreneur with 30 years experience in new venture creation. He was Founder or Co-Founder of three companies that successfully raised a cumulative $33 million in...
Read More

Learn More About our Franchise Business Planning Services

If you'd like an assessment of your needs and a fee estimate, please let us know how to reach you:

Leave blank if outside of the United States
Back To Top
Search