Free Restaurant Due Diligence Requisition List Template
Restaurant Due Diligence Requisition List
|
Name: |
[YOUR NAME] |
|
Company Name: |
[YOUR COMPANY NAME] |
|
Date: |
[DATE] |
This Restaurant Due Diligence Requisition List is designed to help potential investors or buyers conduct a thorough review of a restaurant's operations, financial health, compliance, and overall viability. This detailed checklist ensures that all critical aspects of the business are scrutinized, thus aiding informed decision-making.
Financial Information
|
Item |
Description |
Required Documents |
Status |
|---|---|---|---|
|
Financial Statements |
Income Statements, Balance Sheets, Cash Flow Statements for the past 3-5 years |
Copy of statements |
Pending |
|
Tax Returns |
Federal and State tax returns for the past 3-5 years |
Copy of returns |
|
|
Profitability Analysis |
Gross profit margins, Net profit margins, Operating profit margins |
Financial ratios |
Operational Information
|
Item |
Description |
Required Documents |
Status |
|---|---|---|---|
|
Staffing |
Employee details, Salary structures, Working hours |
Employee contracts, payroll records |
Pending |
|
Menu & Pricing |
Current menu, Pricing strategy, Ingredient costs |
Menu copies, Price lists, Vendor invoices |
|
|
Supplier Contracts |
Details of all current suppliers and terms of agreements |
Copies of supplier contracts |
Compliance Information
|
Item |
Description |
Required Documents |
Status |
|---|---|---|---|
|
Licenses & Permits |
Operating licenses, Health certificates, Alcohol permits |
Copies of licenses and permits |
Pending |
|
Health Inspections |
Recent health inspection reports |
Copies of inspection reports |
|
|
Insurance Policies |
Details of all current insurance policies |
Copies of policies |
Market & Competitive Analysis
|
Item |
Description |
Required Documents |
Status |
|---|---|---|---|
|
Competitive Landscape |
Analysis of the competitive environment, Listing of key competitors |
Market analysis report |
Pending |
|
Market Positioning |
Positioning strategy, Unique Selling Proposition (USP) |
Business plan, Marketing materials |
|
|
Customer Demographics |
Information on target customer profile, Demographic data |
Market research data |
Additional Reminders/Information:
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Ensure all documents are up-to-date and accurate.
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Consult with legal and financial advisors for a comprehensive review.
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Schedule site visits to verify operational claims.
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Evaluate the potential for growth and areas of improvement.
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Prioritize any red-flagged areas and address them immediately.
