Distillery Business Plan Template [Updated 2024]

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I. Executive Summary

You can download our Business Plan Template (including a full, customizable financial model) to your computer here.

Business Overview

[Company Name] is a craft whiskey and bourbon distillery located in the main commercial district of [Location Name]. The Company has purchased a building that was previously used as a distillery and plans to open an adjoining tasting room and retail store. The distillery is centrally located to facilitate easy distribution of its products.

Products Served

The Company will produce a variety of American whiskeys and bourbons:

  • High-end premium
  • Super premium
  • Premium
  • Value

All spirits will be made from cereal grains such as rye, barley or corn mash, with a select few flavor varieties.

Customer Focus

[Company Name] will primarily serve consumers aged 21 and above, living within a 100-mile radius of the distillery. The demographics of these customers are as follows:

  • 509,000 residents
  • The average income of $52,600
  • 41.6% married
  • 49.6% in Mgt./Professional occupations
  • Median age: 34 years

[Company name] will also target local restaurants, hotels, and grocery stores.

Management Team

[Company Name] will be solely owned and operated by [Founder’s name], who has been distilling whiskey for more than [x] years. He worked with [xx company] as distiller assistant for [x] years before being promoted to head distiller in [year]. He worked as head distiller for [x] years before starting [Company Name]. As such, [Founder] has an in-depth knowledge of the distillery business, particularly on the operations side (e.g., running day-to-day operations), as well as a working knowledge of the business management side (e.g., staffing, marketing, etc.).

Success Factors

[Company Name] is qualified to succeed due to the following reasons:

  • There is currently no distillery in [Location Name] where the company is opening its manufacturing facility. In addition, [Company name] has surveyed the local population and received extremely positive feedback saying that they explicitly want to purchase the whiskey when it is released.
  • The Company’s will produce craft whiskey, using no artificial processes or additives, making it a superior product.
  • The Company’s location is in a high-volume area and thus be highly convenient to significant number of passersby each day.
  • The management team has a track record of success in the distillery business.

Financial Highlights

[Company Name] is currently seeking $430,000 to launch its distillery business. Specifically, these funds will be used as follows:

  • Company design/build: $280,000
  • Working capital: $150,000 to pay for marketing, salaries, and lease cost until [Company Name] reaches break-even.

Top line projections over the next five years are as follows:

Financial SummaryFY 1FY 2FY 3FY 4FY 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 Margin25%31%31%32%35%

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