I. Executive Summary
This Section's Contents
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Business Overview
[Company Name] is a premium coffee house that serves the finest organic coffee sourced from sustainable growers around the world. Our name, [Company Name], represents our global search for coffee beans that not only satisfy every coffee aficionado, but also allow us to serve our world by being mindful in our sourcing of those coffee beans.
From sweet and smooth-bodied Brazilian coffee beans to the fruity, berry notes of African coffee beans, we select and roast only those beans that will offer the highest degree of rich coffee results. Our coffee roasters produce small batches of freshly-roasted coffee beans on a regular basis and we produce holiday coffee flavors during special seasons of the year.
Our dedication to serving delicious coffee is backed by our determination to source only certified organic coffee beans that are sustainably grown. In this way, we can satisfy our community of coffee lovers as we serve our world with commitment and care.
Products Served
The following freshly-roasted coffees are served at [Company’s Name]:
Light, floral coffee flavors – African or Costa Rican coffee beans
Medium, nutty coffee flavors – South American coffee beans
Dark, fragrant and rich coffee flavors – Vietnamese coffee beans
Holiday/seasonal coffees include:
Light, cinnamon coffee notes – South African coffee beans
Medium, chocolate coffee notes – Papua New Guinea coffee beans
Dark, spicy coffee notes – Southeast Asian coffee beans
Customer Focus
[Company Name] serves the immediate community within a radius of 2 miles within our urban city. We also serve people who are working in the community and commuters coming into the city by car. The demographics of current and potential customers are as follows:
- 101,649 residents in the community
- 7,320 workers (who do not live in the community)
- 4,543 daily commuters by car
- Average income of $81,200
- 67% married
- 63% in professional or executive positions
- Median age: 41 years
Management Team
[Company Name] is led by [Founder’s Name] who immigrated to America as a teen, bringing with him the coffee bean roasting methods created by his grandfather in Brazil.
[Founder’s Name] began working in a Chicago coffee roasting company, where he acquired operations, marketing and management skills during the years of his employment.
[Founder’s Name] graduated from North Central College, where he majored in culinary services. [Founder’s Name] is a member of the International Association of Culinary Professionals.
Success Factors
[Company Name] is uniquely qualified to succeed due to the following reasons:
- There is no other coffee roaster company in the community we serve
- We have two roasters, while competitors have only one
- The knowledge of the founder ensures coffee beans are expertly roasted
- The variety of coffee beans roasted are the premium flavors desired by coffee lovers
- The workers in the area have discretionary funds to purchase premium coffee
- Commuters will be served at an express coffee delivery via a drive-up window
- An app (to be developed) for [Company Name] will allow customers to choose a coffee flavor, select a pickup time, and prepay for coffee before arriving at the drive-up express.
Financial Highlights
[Company Name] is currently seeking $260,000 to launch new services and improve the customer experience. Specifically, these funds will be used as follows:
- Express coffee delivery window and service bay: $125,000
- Digital application: $50,000
- Marketing and advertising: $35,000
- Additional coffee roaster: $50,000
Top line projections over the next five years are as follows:
| Financial Summary | FY 1 | FY 2 | FY 3 | FY 4 | FY 5 |
|---|---|---|---|---|---|
| Revenue | $560,401 | $782,152 | $1,069,331 | $1,379,434 | $1,699,644 |
| Total Expenses | $328,233 | $391,429 | $552,149 | $696,577 | $776,687 |
| EBITDA | $232,168 | $390,722 | $517,182 | $682,858 | $922,956 |
| Depreciation | $7,000 | $7,000 | $7,000 | $7,000 | $7,000 |
| EBIT | $225,168 | $383,722 | $510,182 | $675,858 | $915,956 |
| Interest | $6,016 | $5,264 | $4,512 | $3,760 | $3,008 |
| Pre Tax Income | $219,152 | $378,458 | $505,670 | $672,098 | $912,948 |
| Income Tax Expense | $76,703 | $132,460 | $176,985 | $235,234 | $319,532 |
| Net Income | $142,449 | $245,998 | $328,686 | $436,864 | $593,416 |
| Net Profit Margin | 25% | 31% | 31% | 32% | 35% |
