Bakery Business Plan

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Jolly's Java and Bakery

Executive Summary

Opportunity

Problem

There is a shortage of coffee spots where customers can get high quality coffee and freshly baked pastries in a higher income market in Washington state. 

Solution

JJB offers a broad range of coffee and espresso products, all from high quality imported coffee beans. JJB caters to all of its customers by providing each customer coffee and espresso products made to suit the customer, down to the smallest detail.

Market

Because Washington has a cool climate for eight months out of the year, hot coffee products are very much in demand. During the remaining warmer four months of the year, iced coffee products are in significantly high demand, along with a slower but consistent demand for hot coffee products. Much of the day’s activity occurs in the morning hours before ten a.m., with a relatively steady flow for the remainder of the day.

Competition

Competition in the local area is somewhat sparse and does not provide nearly the level of product quality and customer service as JJB. Local customers are looking for a high quality product in a relaxing atmosphere. They desire a unique, classy experience.

Why Us?

JJB is a bakery and coffee shop managed by two partners. These partners represent sales/management and finance/administration areas, respectively. The partners will provide funding from their own savings, which will cover start-up expenses and provide a financial cushion for the first months of operation. 

Expectations

Forecast

JJB anticipates sales as shown below during the three years of the plan. JJB should break even by the fourth month of its operation as it steadily increases its sales. Profits for this time period are expected to be relatively low in the first two years, increasing somewhat in the third. We are projecting investment of $140,000 from the two founders. 

Financial Highlights by Year

Chart visualizing the data for Financial Highlights by Year

Financing Needed

Startup requirements: 

  1. Startup expenses of $64K including $3K legal, $20K location premises renovation, $40K expensed equipment, and $1K other. These show up as negative retained earnings in the initial balance because they are incurred before launch. 
  2. Starting cash in the bank of $70K. (in initial balance)
  3. Other current assets of $12K (in initial balance)
  4. Long-term assets of $65 (in initial balance)

Funding

  1. $110K initial investment from founders (Shows up in initial balance as Paid-in Capital.)
  2. $100K 10-year loan from SBA (in initial balance)
  3. $1K in accounts payable at startup. (in initial balance)
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