This is a critical piece of information and a substantial amount of work is required to produce to an appropriate level of detail and quality.

Purpose

Demonstrate that the property and operating business represent a viable investment.

Key Sections

• Executive Summary: purchase price, funding sought, use of funds, investor return, exit strategy.
• Why this Pub?: location, demographics, competition, tourism, transport, reasons for previous performance.
• ACV Status: explain benefits, community support, grants, publicity, evidence of local backing.
• Market Analysis: population, income, age profile, competitors, tourism, events.
• Business Model: define the concept and unique selling proposition.
• Revenue Streams: drinks, food, accommodation, events, functions, takeaway, retail, etc.
• Financial Forecasts: 3-year P&L;, cash flow, balance sheet, EBITDA, break-even, sensitivity analysis.
• Property Value: valuation, comparable sales, condition, refurbishment needs, appreciation potential.
• Capital Requirements: detailed use of funds.
• Management Team: experience, advisors, operational capability.
• Risk Analysis: inflation, staffing, energy, licensing and mitigation plans.
• Investor Return: equity or debt terms, dividends, target IRR, exit options.
• Supporting Evidence: valuations, accounts, surveys, plans, demographic and market research.

What Investors Want

A purchase below intrinsic value, capable management, diversified income, conservative forecasts, proven demand, clear growth opportunities and a credible exit strategy.

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