Franchise Site Selection Checklist Generator

Score franchise locations using market property lease access traffic cost risk compliance demographics utilities and comparison factors before committing to a site decision.

Project and Site Details

Trade Area, Access, Lease and Infrastructure

Financial Inputs

Enter monthly occupancy expenses and one-time opening costs.

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Weighted Category Scores

Rate each category from 0 to 100. Default weights total 100 points.

CategoryWeightScoreWeighted Points
Demographics15%10.5
Traffic & Visibility15%10.5
Accessibility & Parking12%8.4
Competition & Trade Area10%7.0
Property Condition8%5.6
Franchise Requirements10%7.0
Zoning & Regulatory8%5.6
Lease & Occupancy Cost10%7.0
Utilities & Logistics5%3.5
Safety & Growth Potential7%4.9
Live Overall Score0.0/100

Detailed Site Selection Checklist

Mark each item Pass, Review, or Fail. Flag any item as mandatory when failure should block approval.

Demographics

Target customer population is strong
Median household income fits the concept
Daytime population supports expected demand
Population growth trend is favorable

Traffic & Visibility

Vehicle traffic meets target threshold
Pedestrian traffic is adequate
Storefront is visible from primary road
Signage visibility is acceptable

Accessibility & Parking

Site has convenient ingress and egress
Customer parking supply is adequate
ADA access appears feasible
Public transit or walkability is acceptable

Competition & Trade Area

Competitive density is acceptable
Trade area avoids major cannibalization
Nearby businesses generate useful traffic
Market saturation is acceptable

Property Condition

Building condition is suitable
HVAC, plumbing, and electrical systems are adequate
Required storage and back-of-house space is available
Renovation scope is manageable

Franchise Requirements

Square footage meets brand requirement
Frontage and ceiling height are acceptable
Required utilities and service capacity are available
Drive-through or special layout needs are satisfied

Zoning & Regulatory

Intended use is permitted by zoning
Signage rules support brand visibility
Health, fire, and occupancy requirements are manageable
Required permits appear obtainable

Lease & Occupancy Cost

Base rent is within target range
CAM, taxes, and insurance are understood
Lease term and renewal options are acceptable
Tenant improvement terms are favorable

Utilities & Logistics

Power, gas, water, sewer, and internet are sufficient
Loading and delivery access are practical
Waste handling is workable
Supplier access is convenient

Safety & Growth Potential

Area safety and lighting are acceptable
Flood or environmental risk is manageable
Nearby development supports future demand
Future road or commercial growth is favorable

Due Diligence and Action Items

Issue / ActionOwnerDeadlinePriorityStatus

Custom Franchise Requirements

Add brand-specific criteria that are not covered above.

Candidate Site Comparison

Use this table to compare the current site with two alternate candidates.

MetricCurrent SiteCandidate BCandidate C
Site Name / Address
Overall Score
Monthly Base Rent
Daily Vehicle Traffic
Parking Spaces
Nearby Competitors

Notes and Recommendation Context

Example Site Evaluation Table

Evaluation AreaExample WeightExample ScoreInterpretation
Demographics15%88Strong customer profile and income fit
Traffic & Visibility15%82Good traffic with acceptable signage
Accessibility & Parking12%74Usable access but parking needs review
Lease & Occupancy Cost10%68Costs are workable but negotiation is advised
Zoning & Regulatory8%95Use appears clearly permitted

How Franchise Site Selection Works

Franchise site selection combines market demand, property suitability, operating cost, and brand requirements. A strong location must serve the right customers while remaining affordable and practical. Demographic data helps estimate whether nearby residents, workers, and visitors match the franchise concept. Traffic counts, visibility, parking, and road access affect how easily customers can notice and reach the business. Competition also matters because nearby operators may either confirm demand or create excessive market pressure.

Use Scores With Due Diligence

A weighted score makes different locations easier to compare. High-priority categories receive larger weights, while less critical factors receive smaller weights. The score should not replace legal, financial, or technical review. A site can earn a good overall score and still fail because of zoning restrictions, poor utilities, unsafe access, or unacceptable lease terms. Mandatory checklist items are therefore useful because they identify conditions that can block approval even when other factors look attractive.

Control Occupancy and Opening Costs

Lease economics deserve special attention. Base rent is only one part of occupancy cost. Common area charges, taxes, insurance, maintenance duties, rent increases, deposits, and required improvements can materially change the real cost of the location. Compare annual occupancy expense with projected annual sales and examine revenue per square foot. Opening costs should also include improvements, signage, equipment, permits, professional fees, and other one-time expenses.

Finish With a Documented Decision

A final site recommendation should summarize strengths, risks, unresolved issues, and next actions. Keep demographic reports, traffic studies, lease documents, inspection findings, zoning confirmations, photographs, and franchisor approvals with the evaluation. Consistent documentation makes site comparisons clearer and helps decision makers explain why one property was selected over another. Review alternate candidates using the same assumptions so rankings remain fair and defensible. Recheck major inputs before signing a lease or purchase agreement. A disciplined process reduces costly surprises and improves franchise expansion decisions.

Frequently Asked Questions

A score above 85 usually indicates a strong candidate, while 70 to 84 may justify conditional approval. Any mandatory failure should still receive separate review.

Weights should reflect the franchise model. A drive-through restaurant may prioritize traffic, access, and parking, while a service business may give more weight to demographics and rent.

Yes. Use reliable traffic studies when possible and consider direction, peak periods, turning restrictions, pedestrian flow, and planned road changes.

This ratio helps show whether the location can support its rent and related occupancy expenses under realistic sales assumptions.

No. It organizes evaluation data but does not replace lease counsel, zoning confirmation, inspections, franchise approval, or other professional due diligence.

The tool marks the location Not Recommended because a critical requirement was not satisfied. You can investigate and reassess after the issue is resolved.

Yes. Use the CSV button for spreadsheet-friendly data and the PDF button for a printable report of the current evaluation.

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