Distribution Company 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 new beverage distribution company that operates in [location]. Our company will distribute various beverage products from local manufacturers to restaurants, bars, and retailers. Some of the products we distribute include wine, beer, soda, and bottled water. Our region has a thriving beverage industry, so our company will be a huge asset to small and local beverage manufacturers looking to distribute their products in retail stores.

Products Served

[Company Name] will distribute various beverages from manufacturers to local businesses and retailers. Some of the products we will distribute include:

  • Beer
  • Wine
  • Soda
  • Fruit Juices
  • Bottled Water
  • Sparkling Water

We will purchase large quantities of these products directly from the manufacturers for a negotiated cost and then resell them to retailers for a moderate profit.

Customer Focus

[Company Name] will primarily service beverage manufacturers within 20 miles of [location]. The area is home to hundreds of locally owned breweries, wineries, and beverage manufacturers looking to expand their customer base. We will deliver these businesses’ beverage products to grocery stores, bars, restaurants, and other retail establishments.

Management Team

[Company Name] is headed by [Founder’s Name], who graduated from [University] with a degree in Business Administration. Prior to starting [Company Name], [Founder’s Name] worked as an operations manager at a distribution company for [X] years. During his career, he was able to learn all aspects of the industry, including the operations (e.g., running day-to-day operations) and management (e.g., staffing, marketing, etc.) sides. His experience will be invaluable to the business.

Success Factors

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

  • [Company Name] will focus primarily on the local region (about a 20-mile radius from [location]). Many small beverage manufacturers are overlooked by larger distribution companies and don’t always have the money or resources to distribute their products themselves.
  • The [location] region has a robust beverage industry in need of niche distribution services.
  • The management team has a track record of success in the distribution industry.
  • [Founder’s Name] has established relationships with local business owners and leaders that will help us build an initial client base.

Financial Highlights

[Company Name] is currently seeking $2,000,000 to launch. Specifically, these funds will be used as follows:

  • Warehouse design/build: $1,000,000
  • Vehicle and machinery purchase and maintenance: $500,000
  • Equipment and supplies: $250,000
  • Working capital: $250,000 to pay for marketing, salaries, and lease costs 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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