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:
Ensure all documents are up-to-date and accurate.
Consult with legal and financial advisors for a comprehensive review.
Schedule site visits to verify operational claims.
Evaluate the potential for growth and areas of improvement.
Prioritize any red-flagged areas and address them immediately.
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