II. Company Overview
This Section's Contents
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
3. Iced Beverages
5. Gran N’ Go
|[Company Name] Initial Menu|
|Coffee & Espresso||Pastries|
|Vanilla Latte||Butter Croissant|
|Mocha Latte||Chocolate Croissant|
|Caramel Macchiato||Assorted Pastry|
|Regular Coffee||Gran N? Go|
|Decaf Coffee||Whole Fruit|
|Rotating Options of Flavored Coffees||Jell-O|
|Kozy Shack Pudding|
|Tea||Stonyfield Organic Yogurt|
|Chai Tea Latte||Assorted Bottled Beverages|
|Iced Caf Latte|
|Iced Vanilla Latte|
|Iced Chai Tea Latte|
|Iced Caramel Macchiato|
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
Below please find a rough sketch of the floor plan:
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.