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1.0 Executive Summary
The purpose of this business plan is to raise $100,000 for the development of an ice cream shop while showcasing the expected financials and operations over the next three years. The Ice Cream Shop, Inc. (“the Company”) is a New York based corporation that will provide sales of ice cream, smoothies, and beverages to customers in its targeted market. The Company was founded in 2009 by John Doe.
1.1 Products and Services
Management’s vision for the Ice Cream Shop is to operate a small location that will provide a wide selection of ice creams and smoothies. Additionally, the Ice Cream Shop, vis-à-vis food and beverage sales, will generate substantial gross margins that will allow the business to generate profitable revenue throughout the course of the calendar year. Mr. Doe expects that a significant portion of the Company’s net profits will accrue through the very hot summer months. The third section of the business plan will further describe the services offered by the Ice Cream Shop.
1.2 The Financing
Through his expertise. This business plan assumes that the business will receive a 10 year loan with a 9% fixed interest rate. The interest rate and loan agreement are to be further discussed during negotiation.000 from as a bank loan.0 Company and Financing Summary . 1.Mr.6 Expansion Plan The Founder expects that the business will aggressively expand during the first three years of operation. Doe intends to implement marketing campaigns that will effectively target individuals within the target market.5 Sales Forecasts Mr.3 Mission Statement Management is committed to providing customers with quality ice cream. 1. Doe expects a strong rate of growth at the start of operations. 2. 1. smoothies. Doe has more than 10 years of experience in the retail food establishment industry. Mr. Mr. 1.4 Mangement Team The Company was founded by John Doe. Doe is seeking to raise $100. he will be able to bring the operations of the business to profitability within its first year of operations. and beverages at reasonable prices while conforming to all laws regarding the sale of food on both the state and local level. Below are the expected financials over the next three years.
Below is a breakdown of how these funds will be used: 2. the Company will hire a qualified business broker to sell the business on behalf of the Ice Cream Shop.1 Registered Name and Corporate Structure Ice Cream Shop.2. Doe is not seeking an investment from a third party at this time. . 2. The Company is registered as a corporation in the State of New York. Mr.3 Investor Equity Mr. the Ice Cream Shop requires $100. Based on historical numbers.5 Exit Strategy If the business is very successful.4 Management Equity John Doe owns 100% of the Ice Cream Shop. Most likely. the business could fetch a sales premium of up to 4 times earnings.000 of debt funds. Inc. Inc.2 Required Funds At this time. 2. Doe may seek to sell the business to a third party for a significant earnings multiple. 2.
at all times. 4.0 Strategic and Market Analysis 4.S. enjoy the products offered by the Company. Currently. which has halted to historical lows. Doe is sourcing a number of inventory and equipment suppliers for the ongoing and one time costs associated with this business. This will allow the business to further its ties to the local economy. Management intends to further the support for the business by sourcing inventories of ice cream. which have higher incidences of spoilage. 4. ice. 4. and the competition that the business will face as it progresses through its business operations. However. the revenues generated per establishment have increased at a rate of 10% per year. the Company will always properly handle dairy products. This number is expected to increase at a rate of 5% per annum. the economic market condition in the United States is moderate. the customer profile. The Owner will ensure. This slowdown in the economy has also greatly impacted real estate sales. the Owner’s top priority (along with serving quality food) is to comply with all state and local laws regarding the sale of food and beverages the general public. the Company’s facility is in compliance with all health and food safety laws.000 to $45. Economic Census estimates that there are over 190. The Company will also provide a number of fountain drinks including Coke and Root Beer floats. Furthermore.0 Products and Services The Ice Cream will serve several flavors of ice cream as well as many flavors/combinations of smoothies.000. The U.000 individual cafes and specialty health food restaurants in the United States.4 Competitive Analysis . Within the Ice Cream Shop’s facility. Currently. The meltdown of the sub prime mortgage market coupled with increasing gas prices has led many people to believe that the US is on the cusp of an economic recession.2 Industry Analysis The coffee and non-alcoholic retail shop industry has experienced a healthy level of growth over the past decade. While the growth rate of the number of establishments has increased 5% per year. Mr.3. of all walks of life. Management expects that the average customer will be a middle to upper middle class man or woman (usually with children) living in the Company’s target market. Management anticipates that the kitchen equipment required in this business plan will total $35.3 Customer Profile As the business offers an expansive menu of ice cream and smoothies. and other food products from local stores that will provide the Ice Cream Shop with bulk discounts. it is difficult to categorize the average customer of the Ice Cream as many people.1 Economic Outlook This section of the analysis will detail the economic climate. 4. the ice cream and quick service food industry.
As stated earlier.2 Marketing Strategies Retail marketing will be the most difficult portion of the marketing strategy. 5. If there are a number of competitors in the same industry (meaning that it is not feasible to describe each one) then showcase the number of businesses that compete with you. Management anticipates that a vast majority of the Company’s revenues will come from passers-by and shoppers. This section of the business plan should not span more than 1 page.1 Marketing Objectives • Implement a local campaign with the Company’s targeted market via the use of flyers. the business will also heavily benefit from the high visibility location which Mr. Prior to opening the Company’s location. and why your business will provide customers with service/products that are of better quality or less expensive than your competition. if you have hundreds of items. 5. The key to writing a strong competitive analysis is that you do your research on the local competition. and word of mouth.0 Organizational Plan and Personnel Summary 6. Find out who your competitors are by searching online directories and searching in your local Yellow Pages. describe the pricing of your services and products. These promotional campaigns will provide customers with coupons and special savings deals that will entice consumers to come to the Company’s location. The Ice Cream Shop will maintain a moderate level of traditional print and media advertising among local channels. 5. • Establish connections with local suppliers and vendors.This is one of the sections of the business plan that you must write completely on your own.1 Corporate Organization . condense your product list categorically.3 Pricing In this section. This is because one of the essential elements to reaching a retail food and beverage purchasing audience is that the Company must build a brand affinity with the customer. Doe is currently sourcing. You should provide as much information as possible about your pricing as possible in this section. Below is an overview of the marketing strategies and objectives of the Ice Cream Shop.0 Marketing Plan The Ice Cream Shop intends to maintain an extensive marketing campaign that will ensure maximum visibility for the business in its targeted market. However. 5. 6. • Build a large word-of-mouth referral network through existing customer base. Management intends to send mailing and circulars to local residents within the Woodlands so that the business has instant traffic and visibility upon its grand opening. local newspaper advertisements.
2 Organizational Budget .6.
. you should write a two to four paragraph biography about your work experience.6.3 Management Biographies In this section of the business plan. you should provide a brief biography in this section.1 Underlying Assumptions • The Ice Cream Shop will have an annual revenue growth rate of 10% per year.0 Financial Plan 7. 7. and your skill set. your education. For each owner or key employee.
• The loan will have a 10 year term with a 9% interest rate. 7. • The Owner will acquire $100.000 of debt funds to develop the business. the Company’s revenues provide high levels of operating income for the business. 7. the Company may have a decrease in its top line revenues as people will demand fewer beverages/food products from retail locations.2 Sensitivity Analysis The Company’s revenues are somewhat sensitive to the overall conditions of the economy. and the Ice Cream Shop would need to have a significant decrease in its top line income before the Company becomes unprofitable.5 Profit and Loss Statements . However.4 General Assumptions 7. During times of economic recession.3 Source of Funds 7.
7.6 Cash Flow Analysis .
7 Balance Sheet .7.
.8 General Assumptions . 7.
7.9 Business Ratios Expanded Profit and Loss Statements .
Expanded Cash Flow Analysis .
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