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Wellness Center Business Plan Template [Updated 2022]

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II. Company Overview


You can download our 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 brand new, state-of-the-art wellness center focusing on providing a variety of wellness services in a professional environment. It will showcase a calming and healing interior as well as classrooms, private treatment rooms, and a juice bar. [The Company] also sells a variety of natural and organic skin care products and dietary supplements, which will be on display in the waiting room.

[Company Name] was founded by [Founder’s Name]. While [Founder’s Name] has been in the alternative medicine business for some time, it was in [month, year] that she decided to launch [Company Name]. Specifically, during this time, [Founder] took a trip to Fort Lauderdale, FL. During her trip, [Founder’s Name] visited a wellness center that enjoyed tremendous success. After discussing the business at length with the owner of the center, [Founder’s Name] clearly understood that a similar business would enjoy significant success in her hometown.

Specifically, the customer demographics and competitive situations in the Fort Lauderdale location and in her hometown were so similar that she knew it would work. After surveying the local population, [Founder’s name] went ahead and founded [company name].

[Company Name]’s History

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

The business is currently being run out of [Founder’s Name] private offices, but once the lease on [Company Name]’s commercial location is finalized, all operations will be run from there.

Since incorporation, the Company has achieved the following milestones:

  • Found commercial space and signed Letter of Intent to lease it
  • Developed the company’s name, logo and website located at [website]
  • Hired an interior designer for the decor and furniture layout
  • Determined equipment and fixture requirements
  • Begun recruiting key employees with previous wellness services experience

[Company Name]’s Products & Services

Below are [Company Name]’s initial service offerings and in-store products sold.

Specialists will be asked to perform the following services for both men and women:

  1. Nutritional consultation
  2. Eastern mindfulness practices (yoga, tai chi, meditation, etc.)
  3. Acupuncture
  4. Massage therapy
  5. Energy treatments
  6. Chiropractic treatments
  7. Mental health therapies

The first appointment will include an initial assessment and recommendation phase where the specialist will discuss the customer’s desired outcome. A treatment plan will then be formulated, and appointments scheduled.

[Company Name] will also host a variety of classes, from wellness education to meditation and yoga, etc. Customers may enroll for these classes as desired, without an initial assessment.

[Company Name] will feature natural and organic beauty products and dietary supplements in-store. It will continue to update its offering in order to provide the newest developments in such products to its customers.

Furthermore, the waiting area will feature a relaxing, welcoming atmosphere, and a juice bar will be available for both clients and walk-in traffic.

[Company Name] plans to be open 6 days a week, from 7AM to 9PM. As demand dictates, we may extend or reduce our hours, or offer classes during off hours.

Wellness Center Design

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

  • Treatment Rooms
  • Classrooms
  • Reception Desk
  • Product Display area
  • Juice bar
  • A waiting area
  • Restrooms
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