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Coffee Shop Business Plan Template [2020 Updated]

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II. Company Overview


You can download the Coffee Shop business plan template (including a full, customizable financial model) to your computer here.

Who is [Company Name]?

[Company Name] located at [insert location here] is a new, hip coffee shop focusing on providing a variety of high-quality coffee drinks and teas, locally-made pastries, and snacks. Our product line fits nicely for those who seek a snack and drink to take to go or to sit in our seating area.

[Company Name] was founded by [Founder’s Name]. While [Founder’s Name] has been in the foodservice business for some time, it was in [month, date] that he decided to launch [Company Name]. Specifically, during this time, [Founder] took a trip to Fort Lauderdale, FL. During his trip, [Founder’s Name] frequented an independently-owned coffee shopthat enjoyed tremendous success, even in the neighborhood of a Starbucks. After several discussions with the owner of the restaurant, [Founder’s Name] clearly understood that a similar business would enjoy significant success in his hometown.

Specifically the customer demographics and competitive situations in the Fort Lauderdale location and in [insert location here] were so similar that he knew it would work. Furthermore, after surveying the local population, this theory was proven.

[Company Name]’s History

Upon returning from Fort Lauderdale, surveying the local customer base, and finding a potential retail location, [Founder’s Name] incorporated [Company Name] as an S-Corporation on [date of incorporation].

[Founder’s Name] has selected three initial locations and is currently undergoing due diligence on each property and the local market to assess which will be the most desirable location for the coffee shop.

Since incorporation, the company has achieved the following milestones:

  • Developed the company’s name, logo and website located at www…
  • Created the menu
  • Determined equipment and inventory requirements
  • Began building relationships with coffee, tea, and pastry suppliers to the local region

[Company Name]’s Services

Below is [Company Name]’s initial menu. As you can see all items are classified under the following five main categories:
1. Coffee & Espresso
2. Tea
3. Iced Beverages
4. Pastries
5. Gran N’ Go

[Company Name] Initial Menu  
Coffee & EspressoPastries
AmericanoCookies
LatteBrownies
CappuccinoScones
Vanilla LatteButter Croissant
Mocha LatteChocolate Croissant
Caramel MacchiatoAssorted Pastry
Espresso
Regular CoffeeGran N? Go
Decaf CoffeeWhole Fruit
Rotating Options of Flavored CoffeesJell-O
Kozy Shack Pudding
TeaStonyfield Organic Yogurt
Chai Tea LatteAssorted Bottled Beverages
Green TeaChips
Herbal TeaBiscotti
Black Tea
Iced Beverages
Iced Caf‚ Latte
Iced Vanilla Latte
Iced Chai Tea Latte
Iced Caramel Macchiato
Fruit Smoothies
Iced Coffee
Iced Tea

Coffee Shop Design

[Company Name] will develop a 2,500 square foot coffee shop whose key elements will include the following:

  • Storage Area
  • Ordering counter
  • Tables to comfortably seat 20 customers
  • Restroom

Below please find a rough sketch of the floor plan:

storedesign

The retail location has 10 dedicated parking spots which should suffice even in peak hours.

[Company Name] plans to be open 7 days a week, from 7AM to 11PM. As demand dictates, we may extend or reduce our hours.

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