business plan for soft drink pdf

Soft Drink Manufacturing Business Plan [Sample Template]

By: Author Tony Martins Ajaero

Home » Business Plans » Food Sector » Food Processing

Do you want to start a soft drink production company? If YES, here is a sample soft drink manufacturing business plan template & FREE feasibility report.

If you are considering starting a soft drink production business, the good news is that you can’t get it wrong because various types of soft drinks are consumed by almost everybody in the globe. It is important to state that starting a soft drink production business comes with its own fair share of challenges, but that does not rule out the fact that it is indeed a profitable business venture.

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Especially if you locate the business in good location and you know how to source for raw materials that will be used in the production of your soft drink.

A Sample Soft Drink Manufacturing Business Plan Template

1. industry overview.

Companies in the Soda Production industry manufacture soft drinks by blending various ingredients with artificially carbonated water. This industry also includes energy beverages. Producers of bottled water, ready-to-drink teas and coffees, as well as juice manufacturers are excluded from this industry.

Research conducted by IBIS World shows that in the united states of America, the level of concentration in the Soda Production industry is modest, as the top four players are expected to generate 65.5 percent of revenue. Given the heavy bulk weight of industry products and the relatively low value per unit sold, soft drink production is generally taken on by large companies with major economies of scale and heavy investments in transportation.

While the majority of soda production is performed as one of many activities within the corporate portfolios of international food and beverage companies, the remaining portion of the industry’s production is performed through small-sized local players.

The report shows that over the five years to 2019, falling per capita soft drink consumption significantly affected industry performance. Demand for both regular and diet carbonated soft drinks has declined as more consumers turn to healthier beverages to quench their thirst.

However, robust growth of energy drink brands has benefitted the industry. Nonetheless, media coverage on the adverse effects of sugary beverages ultimately burst producers’ bubble. Overall, IBISWorld estimates industry revenue will decline at an annualized 1.2 percent to $44.6 billion over the five years to 2019, despite a 1.2 percent increase in 2019 as the industry rebounds.

The Soda Production industry is a thriving sector of the economy of the United States of America and they over $45 billion annually from more than 536 registered and licensed companies. The industry is responsible for the employment of over 54,460 people.

Experts project the industry to grow at a -1.0 percent annual rate between 2014 and 2019. PepsiCo Inc., The Coca-Cola Bottling Company UNITED Inc., Monster Beverage Corporation and Keurig Dr Pepper Inc., they have the lion market share in the United States of America and in most countries of the world.

The soda production industry is a profitable industry and it is open for any investor to come in and establish his or her business but you must be ready to compete with the leading brands in the industry.

2. Executive Summary

Blue Zest© Soft Drink Company, Inc. is a licensed soft drink production company that will be located in an industrial area in East Rutherford, New Jersey. We have been able to secure a long – term lease for a facility in a strategic location with an option of a long – term renewal on terms and conditions that are favorable to us.

The facility has government approval for the kind of business we want to run and it is easily accessible and we are deliberate about that to facilitate easy movement of raw materials and finished products.

We are in the soft drinks production business to engage in the production of different flavors of soft drinks. We are also in the business to make profits at the same to give our customers value for their money; we want to give people and businesses who patronize our soft drinks the opportunity to be part of the success story of Blue Zest© Soft Drink Company, Inc.

We are aware that there are several soft drinks production companies in the United States, which is why we spent time and resources to conduct our feasibility studies and market survey so as to enable us locate the business in an area that will support the growth of the business and also for us to be able offer much more than our competitors will be offering.

We ensured that our facility is easy to locate and we have mapped out plans to develop a wide distribution network for wholesalers all around East Rutherford – New Jersey and the United States of America. Much more than producing different flavors of healthy and well packaged soft drinks, our customer care is going to be second to none.

We know that our customers are the reason why we are in business which is why we will go the extra mile to get them satisfied when they patronize our soft drinks. Blue Zest© Soft Drink Company, Inc. will ensure that all our customers (wholesale distributors) are given first class treatment whenever they visit our Depot/Plant.

We have a CRM software that will enable us manage a one on one relationship with our customers (wholesale distributors) no matter how large the numbers of our customer base may grow to. We will ensure that we get our customers involved when making some business decisions that will directly or indirectly affect them.

Blue Zest© Soft Drink Company, Inc. is owned by Derrick Jones Clay. Mr. Jones Clay who is the Chief Executive Officer of the Company is Graduate of MicroBiology (B.Sc.) and he holds a Master’s Degree in Business Management (MBA). He has over 15 years’ experience working in related industry as a senior manager prior to starting Blue Zest© Soft Drink Company, Inc.

3. Our Products and Services

Blue Zest© Soft Drink Company, Inc. is going to operate a standard and licensed soft drink production company whose products will not only be sold in East Rutherford – New Jersey but also throughout the United States of America. We are in the soda production industry to produce different flavors of soft drinks and of course to make profits and also to give our customers value for their money.

4. Our Mission and Vision Statement

• Our vision is to establish standard soft drink production company whose products will be not only be sold in East Rutherford – New Jersey, but also throughout the United States of America and Canada, and in other parts of the world.
• Our mission is to establish a standard and world class soft drink production company that in our own capacity will favorably compete with leaders in the industry such as PepsiCo Inc., The Coca-Cola Bottling Company UNITED Inc., Monster Beverage Corporation and Keurig Dr Pepper Inc et al.
• We want to build a soft drinks production business that will be listed amongst the top 20 soft drinks brands in the United States of America.

Our Business Structure

Blue Zest© Soft Drink Company, Inc. is established with the aim of competing favorably with other leading soft drinks brands in the industry. We will ensure that we put the right structures in place that will support the kind of growth that we have in mind while setting up the business.

We will ensure that we only hire people that are qualified, honest, hardworking, customer centric and are ready to work to help us build a prosperous business that will benefit all the stake holders.

As a matter of fact, profit-sharing arrangement will be made available to all our senior management staff and it will be based on their performance for a period of five years or more depending how fast we meet our set target. In view of that, we have decided to hire qualified and competent hands to occupy the following positions;

• Chief Executive Officer (Owner)

Plant Manager

Human Resources and Admin Manager

Merchandize Manager

Sales and Marketing Manager

• Information Technologist
• Accountants/Cashiers

Distribution Truck Drivers

5. Job Roles and Responsibilities

Chief Executive Officer – CEO (Owner):

• Increases management’s effectiveness by recruiting, selecting, orienting, training, coaching, counseling, and disciplining managers; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results
• Creating, communicating, and implementing the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
• Responsible for fixing prices and signing business deals
• Responsible for providing direction for the business
• Responsible for signing checks and documents on behalf of the company
• Evaluates the success of the organization
• Responsible for overseeing the smooth running of the soft drinks production plant
• Part of the team that determines the quantity of soft drinks that are to be produced
• Map out strategies that will lead to efficiency amongst workers in the plant
• Responsible for training, evaluation and assessment of plant workers
• Ensures that the steady flow of both raw materials to the plant and easy flow of finished products through wholesale distributors to the market
• Ensures operation of equipment by completing preventive maintenance requirements; calling for repairs.
• Ensures that the plant meets the expected safety and health standard at all times.
• Responsible for overseeing the smooth running of HR and administrative tasks for the organization
• Defining job positions for recruitment and managing interviewing process
• Carrying out staff induction for new team members
• Responsible for training, evaluation and assessment of employees
• Oversee the smooth running of the daily office and factory activities.
• Manage vendor relations, market visits, and the ongoing education and development of the organizations’ buying teams
• Help to ensure consistent quality of soft drinks
• Responsible for the purchase of raw materials and packaging materials (cans, bottles, and plastics et al)
• Responsible for planning sales, monitoring inventory, selecting the merchandise, and writing and pricing orders to vendors
• Ensures that the organization operates within stipulated budget.
• Manage external research and coordinate all the internal sources of information to retain the organizations’ best customers and attract new ones
• Model demographic information and analyze the volumes of transactional data generated by customer purchases
• Identify, prioritize, and reach out to new partners, and business opportunities et al
• Responsible for supervising implementation, advocate for the customer’s needs, and communicate with clients
• Document all customer contact and information
• Represent the company in strategic meetings
• Help increase sales and growth for the company

Accountant/Cashier

• Responsible for preparing financial reports, budgets, and financial statements for the organization
• Provides managements with financial analyses, development budgets, and accounting reports
• Responsible for financial forecasting and risks analysis.
• Performs cash management, general ledger accounting, and financial reporting
• Responsible for developing and managing financial systems and policies
• Responsible for administering payrolls
• Ensuring compliance with taxation legislation
• Handles all financial transactions for the organization
• Serves as internal auditor for the organization

Client Service Executive

• Ensures that all contacts with customer (e-mail, walk-In center, SMS or phone) provides the client with a personalized customer service experience of the highest level
• Through interaction with customers on the phone, uses every opportunity to build client’s interest in the company’s products and services
• Manages administrative duties assigned by the store manager in an effective and timely manner
• Consistently stays abreast of any new information on Blue Zest© Soft Drink Company, Inc. products, promotional campaigns etc. to ensure accurate and helpful information is supplied to clients when they make enquiries

Production Workers/Machine Operators:

• Responsible for purifying and bottling soft drinks
• Handle labeling of soft drinks products
• Assist in packaging and loading soft drinks into distribution trucks
• Any other duty as assigned by the restaurant manager.
• Assist in loading and unloading of soft drinks.
• Maintain a logbook of their driving activities to ensure compliance with federal regulations governing the rest and work periods for operators.
• Keep a record of vehicle inspections and make sure the truck is equipped with safety equipment
• Assist the transport and logistics manager in planning their route according to a delivery schedule.
• Local-delivery drivers may be required to sell products or services to stores and businesses on their route, obtain signatures from recipients and collect cash.
• Transport finished goods and raw materials over land to and from manufacturing plants or retail and distribution centers
• Inspect vehicles for mechanical items and safety issues and perform preventative maintenance
• Comply with truck driving rules and regulations (size, weight, route designations, parking, break periods etc.) as well as with company policies and procedures
• Collect and verify delivery instructions
• Report defects, accidents or violations

6. SWOT Analysis

We are quite aware that there are several soft drink production companies in the United States of America which is why we are following the due process of establishing a business so as to compete favorable with them.

We know that if a proper SWOT analysis is conducted for our business, we will be able to position our business to maximize our strength, leverage on the opportunities that will be available to us, mitigate our risks and be equipped to confront our threats.

Blue Zest© Soft Drink Company, Inc. employed the services of an expert HR and Business Analyst with bias in startup business to help us conduct a thorough SWOT analysis and to help us create a Business model that will help us achieve our business goals and objectives. This is the summary of the SWOT analysis that was conducted for Blue Zest© Soft Drink Company, Inc.;

Part of what is going to count as positives for Blue Zest© Soft Drink Company, Inc. is the vast experience of our management team, we have people on board who are highly experienced and understands how to grow business from the scratch to becoming a national phenomenon.

So also, the wide varieties of soft drinks in terms of flavor, packaging and size et al that we produce, our large national distribution network and of course our excellent customer service culture will definitely count as a strong strength for the business.

A major weakness that may count against us is the fact that we are a new soft drink production company and we don’t have the financial capacity to engage in the kind of publicity that we intend giving the business especially when big names like PepsiCo Inc., The Coca-Cola Bottling Company UNITED Inc., Monster Beverage Corporation and Keurig Dr Pepper Inc et al are already determining the direction of the market.

• Opportunities:

The opportunities for soft drinks production companies are enormous. This is due to the fact that almost all Americans can afford soft drinks and they drink it regularly.

As a result of that, we were able to conduct a thorough market survey and feasibility studies so as to position our business to take advantage of the existing market. We know that it is going to requires hard work, and we are determined to achieve it.

As per capita soft drink consumption declines, demand from downstream markets, such as wholesalers and retailers, will decline, negatively affecting industry revenue.

Furthermore, price-based competition intensifies in response to weakened demand, which can negatively affect producers’ revenue and profitability. Per capita soft drink consumption is expected to slightly increase in the coming year, posing a potential threat to industry operators.  

7. MARKET ANALYSIS

• Market Trends

If you are conversant with the trend in the soft drinks production industry, you will quite agree that there are competitions in different stages of the industry.

That is competitions amongst bigger corporations such as PepsiCo Inc., Coca-Cola Bottling Company, UNITED Inc., Monster Beverage Corporation and Keurig Dr Pepper Inc et al and also amongst smaller and medium scale soft drink production companies.

Most soft drink companies are leveraging on creativity in terms of packaging and marketing to continue to stay afloat in the industry. One creativity approach that is common is ensuring that their soft drinks conforms to the appropriate sugar level.

While some consumers drink soda, energy drinks and sports drinks regularly, these beverages represent discretionary items for most consumers.

Consequently, as disposable income levels rise, consumers are able to continue purchasing industry goods with their other grocery items as well as trade up to craft varieties which carry higher price tags. Per capita disposable income is anticipated to rise in the coming year, presenting a potential opportunity for the industry.

Another trend in the soft drinks production industry is the adoption of eco – friendly approach towards the production and packaging of soft drinks. As a matter of fact, the industry’s adoption of eco-friendly practices will likely persuade environmentally conscious consumers to buy its products, while increasing operators’ efficiency.

8. Our Target Market

When it comes to selling soft drinks, there is indeed a wide range of available customers.  In view of that, we have conducted our market research and we have ideas of what our target market would be expecting from us. We are in business to engage in wholesale distribution and to retail soft drinks to the following groups of people;

• Restaurants and Canteens
• Event Planners, Parties and Corporate Functions
• Corporate Executives
• Business People
• Sports Men and Women
• Everybody in our target market location

Our Competitive Advantage

A close study of the soft drinks production industry reveals that the market has become much more intensely competitive over the last decade. As a matter of fact, you have to be highly creative, customer centric and proactive if you must survive in this industry.

We are aware of the stiff competition and we are prepared to compete favorably with other soft drinks production companies in East Rutherford – New Jersey and throughout the United States.

Part of what is going to count as competitive advantage for Blue Zest© Soft Drink Company, Inc. is the vast experience of our management team, we have people on board who understand how to grow business from the scratch to becoming a national phenomenon.

Lastly, our employees will be well taken care of, and their welfare package will be among the best within our category in the soft drinks industry, meaning that they will be more than willing to build the business with us and help deliver our set goals and achieve all our aims and objectives.

We will also give good working conditions and commissions to freelance sales agents that we will recruit from time to time.

9. SALES AND MARKETING STRATEGY

• Sources of Income

Blue Zest© Soft Drink Company, Inc. is established with the aim of maximizing profits in the soft drinks production industry in the United States of America and we are going to ensure that we do all it takes to sell our products to a wide range of customers.

Blue Zest© Soft Drink Company, Inc. will generate income by selling the following products;

• Different flavors of soft drinks

10. Sales Forecast

One thing is certain when it comes to soft drinks production business, if your soft drinks are well – packaged and branded and if your production plant is centrally positioned and easily accessible, you will always attract customers cum sales and that will sure translate to increase in revenue generation for the business.

We are well positioned to take on the available market in East Rutherford – New Jersey and every city where our soft drinks will be sold and we are quite optimistic that we will meet our set target of generating enough income/profits from the first six months of operation and grow the business and our clientele base.

We have been able to examine the soft drinks production industry, we have analyzed our chances in the industry and we have been able to come up with the following sales forecast. Below is the sales projection for Blue Zest© Soft Drink Company, Inc., it is based on the location of our business and other factors as it relates to small scale and medium scale soft drink production company startups in the United States;

• First Fiscal Year (FY1): $400,000
• Second Fiscal Year (FY2): $750,000
• Third Fiscal Year (FY3): $1.25 million

N.B : This projection was done based on what is obtainable in the industry and with the assumption that there won’t be any major economic meltdown and there won’t be any major competitor offering same products as we do within same location. Please note that the above projection might be lower and at the same time it might be higher.

• Marketing Strategy and Sales Strategy

Before choosing a location for Blue Zest© Soft Drink Company, Inc. and also the different flavors of soft drinks to produce, we conducted a thorough market survey and feasibility studies in order for us to be able to penetrate the available market in our target market locations.

We have detailed information and data that we were able to utilize to structure our business to attract the number of customers we want to attract per time and also for our products to favorable compete with other leading brands in the United States of America.

We hired experts who have good understanding of the soft drinks production industry to help us develop marketing strategies that will help us achieve our business goal of winning a larger percentage of the available market in East Rutherford – New Jersey and other cities in the United States of America.

In summary, Blue Zest© Soft Drink Company, Inc. will adopt the following sales and marketing approach to sell our soft drinks;

• Introduce our soft drinks brand by sending introductory letters to residents, soft drinks merchants and other stakeholders in East Rutherford – New Jersey and other cities both in the United States of America and Canada.
• Open our soft drink production company with a party so as to capture the attention of residents who are our first targets
• Advertise our products in community based newspapers, local TV and radio stations
• List our business and products on yellow pages ads (local directories)
• Leverage on the internet to promote our soft drinks brands
• Engage in direct marketing and sales
• Encourage the use of Word of mouth marketing (referrals)

11. Publicity and Advertising Strategy

Despite the fact that our soft drinks production plant is a standard one with a wide range of soft drinks products that can favorably compete with other leading brands, we will still go ahead to intensify publicity for all our products and brand. We are going to explore all available means to promote Blue Zest© Soft Drink Company, Inc.

Blue Zest© Soft Drink Company, Inc. has a long – term plan of distributing our soft drinks in various locations all around the United States of America and Canada which is why we will deliberately build our brand to be well accepted in East Rutherford, New Jersey before venturing out.

As a matter of fact, our publicity and advertising strategy is not solely for selling our products but to also effectively communicate our brand. Here are the platforms we intend leveraging on to promote and advertise Blue Zest© Soft Drink Company, Inc.;

• Place adverts on both print (community – based newspapers and magazines) and electronic media platforms
• Sponsor relevant community programs
• Leverage on the internet and social media platforms like; Instagram, Facebook, twitter, et al to promote our soft drinks brand
• Run Instagram contests where customers can share their photos of our soft drinks. The photo that receives the most “Likes” can be rewarded with a discount or a free supply of soft drinks
• Install our BillBoards on strategic locations all around major cities in the United States of America and Canada
• Engage in roadshow from time to time in targeted communities
• Distribute our fliers and handbills in target areas
• Position our Flexi Banners at strategic positions in the location where we intend getting customers to start patronizing our products.
• Ensure that our soft drinks are well branded and that all our staff members wear our customized clothes, and all our official cars and distribution vans are customized and well branded.

12. Our Pricing Strategy

We are aware of the pricing trend in the soft drinks production industry which is why we have decided to produce various sizes of soft drinks.

In view of that, our prices will conform to what is obtainable in the industry but will ensure that within the first 6 to 12 months our products are sold a little bit below the average prices of various soft drinks production brands in the United States of America.

We have put in place business strategies that will help us run on low profits for a period of 6 months; it is a way of encouraging people to buy into our soft drink brands.

• Payment Options

The payment policy adopted by Blue Zest© Soft Drink Company, Inc. is all inclusive because we are quite aware that different customers prefer different payment options as it suits them but at the same time, we will ensure that we abide by the financial rules and regulation of the United States of America.

Here are the payment options that Blue Zest© Soft Drink Company, Inc. will make available to her clients;

• Payment via bank transfer
• Payment with cash
• Payment via online bank transfer
• Payment via check

In view of the above, we have chosen banking platforms that will enable our client make payment for product purchase without any stress on their part.

13. Startup Expenditure (Budget)

Starting a standard soft drink production company is indeed a capital intensive business. The bulk of the startup capital will be spent on leasing or acquiring a facility and also in purchasing water purifying, bottling, and packaging equipment.

Aside from that, you are not expected to spend much except for purchase and servicing of distribution trucks, paying of your employees and utility bills. This is the key areas where we will spend our start – up capital;

• The Total Fee for Registering the Business in the United States of America – $750.
• Legal expenses for obtaining licenses and permits as well as the accounting services (software, P.O.S machines and other software) – $1,300.
• Marketing promotion expenses for the grand opening of Blue Zest© Soft Drink Company, Inc. in the amount of $3,500 and as well as flyer printing (2,000 flyers at $0.04 per copy) for the total amount of – $3,580.
• The cost for hiring business Consultant – $2,500.
• Insurance (general liability, workers’ compensation and property casualty) coverage at a total premium – $2,400.
• The cost for payment of rent for 12 month at $1.76 per square feet in the total amount of $105,600.
• The cost for construction of a standard soft drinks production plant – $200,000.
• Other start-up expenses including stationery ($500) and phone and utility deposits ($2,500).
• Operational cost for the first 3 months (salaries of employees, payments of bills et al) – $100,000
• The cost for Start-up inventory (raw materials, bottles and packaging materials et al) – $80,000
• Storage hardware (bins, rack, shelves, food case) – $3,720
• The cost for counter area equipment (counter top, sink, ice machine, etc.) – $9,500
• The cost for water purifying, bottling and packaging equipment – $100,000
• The cost for store equipment (cash register, security, ventilation, signage) – $13,750
• The cost of purchase of distribution vans – $100,000
• The cost for the purchase of furniture and gadgets (Computers, Printers, Telephone, Fax Machines, tables and chairs et al) – $4,000.
• The cost of Launching a Website – $600
• The cost for our opening party – $10,000
• Miscellaneous – $10,000

We would need an estimate of seven hundred and fifty thousand dollars ($750,000) to successfully set up our soft drinks production plant in East Rutherford, New Jersey.

Generating Funding/Startup Capital for Blue Zest© Soft Drink Company, Inc.

Blue Zest© Soft Drink Company, Inc. is owned and financed by Derrick Jones Clay and his immediate family members. They do not intend to welcome any external business partners which is why he has decided to restrict the sourcing of the startup capital to 3 major sources.

• Generate part of the startup capital from personal savings and sell of stocks
• Source for soft loans from family members and friends
• Apply for loan from my Bank

N.B: We have been able to generate about $200,000 (personal savings $150,000 and soft loan from family members $50,000) and we are at the final stages of obtaining a loan facility of $550,000 from our bank. All the papers and documents have been signed and submitted, the loan has been approved and any moment from now our account will be credited with the amount.

14. Sustainability and Expansion Strategy

Part of the plans we have in place to sustain Blue Zest© Soft Drink Company, Inc. is to ensure that we continue to make available a wide range of flavors of soft drinks, deliver quality services, improvise on how to do things faster and cheaper.

We are not going to relent in providing conducive environment for our workers and also the required trainings that will help them deliver excellent services at all times.

We are quite aware that our customers are key component to the growth and survival of our business hence we are going to continuously engage them to give us ideas on how to serve them better and the products they want to see in our production . We will not waste time in adopting new technology, best practices and diversifying our services.

Blue Zest© Soft Drink Company, Inc. will make sure that the right foundation, structures and processes are put in place to ensure that our staff welfare are well taken of. Our company’s corporate culture is designed to drive our business to greater heights and training and retraining of our workforce is at the top burner.

As a matter of fact, profit-sharing arrangement will be made available to all our management staff and it will be based on their performance for a period of three years or more. We know that if that is put in place, we will be able to successfully hire and retain the best hands we can get in the industry; they will be more committed to help us build the business of our dreams.

Check List/Milestone

• Business Name Availability Check : Completed
• Business Registration: Completed
• Opening of Corporate Bank Accounts: Completed
• Securing Point of Sales (POS) Machines: Completed
• Opening Mobile Money Accounts: Completed
• Opening Online Payment Platforms: Completed
• Application and Obtaining Tax Payer’s ID: In Progress
• Application for business license and permit: Completed
• Purchase of Insurance for the Business: Completed
• Leasing of facility and construction of standard soft drinks plant: In Progress
• Conducting Feasibility Studies: Completed
• Generating capital from family members and friends: Completed
• Applications for Loan from the bank: In Progress
• Writing of Business Plan: Completed
• Drafting of Employee’s Handbook: Completed
• Drafting of Contract Documents and other relevant Legal Documents: In Progress
• Design of The Company’s Logo: Completed
• Printing of Promotional Materials: In Progress
• Recruitment of employees: In Progress
• Purchase of the needed furniture, racks, shelves, computers, electronic appliances, office appliances and CCTV: In progress
• Creating Official Website for the Company: In Progress
• Creating Awareness for the business both online and around the community: In Progress
• Health and Safety and Fire Safety Arrangement (License): Secured
• Opening party/launching party planning: In Progress
• Establishing business relationship with vendors – wholesale suppliers/merchants of soft drinks: In Progress

Beverage Business Plan Example

Here are some key details to include for each product: - Name of the product - Price - Brief description of what it is - Any customization options (size, ingredients, etc.) - Key specifications (origin, brewing methods, etc.) - Nutritional/ingredient information if relevant - Any add-ons or upgrades available This provides readers with a clear understanding of exactly what each product entails at a glance. Include 3-5 of your core products to give a representative sample without overwhelming the reader. Read less

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• 6. 1. Executive Summary Beverage Business Plan | Business Plan 2023 6/47
• 7. Start writing here.. Market opportunity Start writing here.. Beverage Servings Start writing here.. An executive summary is the first section of the business plan intended to provide an overview of the whole business plan. Generally, it is written after the entire business plan is ready. Here are some components to add to your summary. Introduction of your business idea. A brief explanation of market opportunity. An overview of your products and services. Brief about your core team. Financial highlights. Call to action. • • • • • • To unlock help try Upmetrics!  Start your executive summary by briefly introducing your business to your readers. This section may include the name of your beverage business, its location, when it was founded, the type of beverage business (E.g., coffee shop, juice bar, tea house, bubble tea shop), etc. To unlock help try Upmetrics!  Summarize your market research, including market size, growth potential, and marketing trends. Highlight the opportunities in the market and how your business will fit in to fill the gap. To unlock help try Upmetrics!  Highlight the beverages you offer your clients. The USPs and differentiators you offer are always a plus. For instance, you may include beverages, food & snacks, customized drinks, etc. in your menu. To unlock help try Upmetrics!   Help tip  Beverage Business Plan  Help tip  Beverage Business Plan  Help tip  Beverage Business Plan Beverage Business Plan | Business Plan 2023 7/47
• 8. Marketing and Sales Strategies Start writing here.. Financial Highlights Start writing here.. Outline your sales and marketing strategies—what marketing platforms you use, how you plan on acquiring customers, etc. To unlock help try Upmetrics!  Briefly summarize your financial projections for the initial years of business operations. Include capital or investment requirements, associated startup costs, projected revenues, and profit forecasts. To unlock help try Upmetrics!   Help tip  Beverage Business Plan  Help tip  Beverage Business Plan Beverage Business Plan | Business Plan 2023 8/47
• 9. Units Sold v/s Revenue Units Sold Revenue Year 1 Year 2 Year 3 0 5.00k 10.00k 15.00k End of interactive chart. Year 1 1,550 $10,000 Year 2 1,800 $12,000 Year 3 2,050 $14,000 Financial Year Units Sold Revenue Write a call to action for your business plan. Summarize your executive summary section with a clear CTA, for example, inviting angel investors to discuss the potential business investment To unlock help try Upmetrics!   Help tip  Beverage Business Plan Beverage Business Plan | Business Plan 2023 9/47
• 10. 2. Company Overview Beverage Business Plan | Business Plan 2023 10/47
• 11. Start writing here.. Ownership Start writing here.. Depending on what details of your business are essential, you’ll need different elements in your business overview. Still, there are some foundational elements like business name, legal structure, location, history, and mission statement that every business overview should include. To unlock help try Upmetrics!  Describe your business in this section by providing all the basic information: Describe what kind of beverage company you run and the name of it. You may specialize in one of the following beverage businesses: Coffee shop Juice bar Tea house Bubble tea shop Wine bar Describe the legal structure of your beverage business, whether it is a sole proprietorship, LLC, partnership, or others. Explain where your business is located and why you selected the place. • • • • • To unlock help try Upmetrics!  List the names of your beverage business’s founders or owners. Describe what shares they own and their responsibilities for efficiently managing the business. To unlock help try Upmetrics!   Help tip  Beverage Business Plan  Help tip  Beverage Business Plan Beverage Business Plan | Business Plan 2023 11/47
• 12. Mission statement At "[Beverage Bliss]", our mission is succinct yet profound: "[Memorable mission statement, e.g., 'To infuse every sip with a story, merging age-old traditions with modern flavours, all while creating a community bound by the love for exquisite beverages.']" This encapsulates our commitment to quality, community, and innovation. ❛ ❜ Business history Start writing here.. Future goals Start writing here.. Summarize your business’ objective, core principles, and values in your mission statement. This statement needs to be memorable, clear, and brief. To unlock help try Upmetrics!  If you’re an established beverage business, briefly describe your business history, like—when it was founded, how it evolved over time, etc. Additionally, If you have received any awards or recognition for excellent work, describe them. To unlock help try Upmetrics!  It’s crucial to convey your aspirations and vision. Mention your short-term and long-term goals; they can be specific targets for revenue, market share, or expanding your services. To unlock help try Upmetrics!   Help tip  Beverage Business Plan  Help tip  Beverage Business Plan  Help tip  Beverage Business Plan Beverage Business Plan | Business Plan 2023 12/47
• 13. 3. Market Analysis Beverage Business Plan | Business Plan 2023 13/47
• 14. Start writing here.. Target Market Start writing here.. Market size and growth potential Start writing here.. Market analysis provides a clear understanding of the market in which your printing business will run along with the target market, competitors, and growth opportunities. Your market analysis should contain the following essential components: Target market. Market size and growth potential. Competitive analysis. Market trends. Regulatory environment. • • • • • To unlock help try Upmetrics!  To write the introduction section of your market analysis, start by clearly identifying your primary target market. Mention specific industries or sectors that your business aims to serve. Next, define your ideal customer by listing the attributes they value most, such as quality, affordability, or convenience. Finally, discuss the insights gained from your market research. Highlight the needs and preferences of your potential clients, and explain how your products or services meet those specific demands. This will set a strong foundation for the rest of your market analysis, demonstrating that you have a clear understanding of your target audience and their needs. To unlock help try Upmetrics!  Start this section by describing your target market. Define your ideal customer and explain what types of services they prefer. Creating a buyer persona will help you easily define your target market to your readers. For instance, for a coffee shop; working professionals, coffee enthusiasts, or commuters can be the target audience. To unlock help try Upmetrics!  Describe your market size and growth potential and whether you will target a niche or a much broader market. For instance, the beverage market size is expected to be at $518482.36 million in 2030, so it is crucial to define the segment of your target market and its growth potential. To unlock help try Upmetrics!   Help tip  Beverage Business Plan  Help tip  Beverage Business Plan  Help tip  Beverage Business Plan Beverage Business Plan | Business Plan 2023 14/47
• 15. Market Size Available Market Total potential coffee and beverage consumers in the region. 5M Served Market Consumers within our delivery and physical reach. 1M Target Market Working professionals aged 25-45 in urban areas. 250k Competitive analysis Cafe Aromas Location: Main Street, Downtown Features Wide range of espresso-based drinks In-house baked pastries Subscription-based loyalty program Mobile app for pre-orders Strengths Prime location with high foot traffic Strong brand presence on social media Efficient and rapid service Weaknesses Limited non-coffee beverage options The ambience lacks a personal touch and feels more commercial No options for dietary restrictions, such as vegan or gluten-free Identify and analyze your direct and indirect competitors. Identify their strengths and weaknesses, and describe what differentiates your beverage business from them. Point out how you have a competitive edge in the market. To unlock help try Upmetrics!   Help tip  Beverage Business Plan Beverage Business Plan | Business Plan 2023 15/47
• 16. GreenLeaf Juicery Location: Bay Avenue, Near City Park Features Extensive menu of fresh fruit and vegetable juices Detox and health-centric beverage programs Eco-friendly packaging Strengths Sourced from organic, local farms Strong loyalty among health- conscious customers Regularly introduces seasonal specials Weaknesses Higher pricing due to organic sourcing Limited seating space Does not offer any hot beverages Tea Traditions Location: Elm Street, Shopping District Features Wide variety of traditional and herbal teas Monthly tea tasting events Online store selling tea blends and accessories Strengths Authentic experience with staff knowledgeable about tea origins and brew methods Strong online presence with an active e-commerce platform Offers tea classes and workshops Weaknesses Limited food/snack options No options for coffee or other beverages Peak hours often result in long wait times Market trends Start writing here.. Analyze emerging trends in the industry, such as technology disruptions, changes in customer behavior or preferences, etc. Explain how your business will cope with all the trends. For instance, functional beverages have a booming market; explain how you plan on dealing with this potential growth opportunity. To unlock help try Upmetrics!   Help tip  Beverage Business Plan Beverage Business Plan | Business Plan 2023 16/47
• 17. Regulatory environment Start writing here.. List regulations and licensing requirements that may affect your beverage company, such as licensing & permits, food safety & quality standards, alcohol regulations, labeling & packaging regulations, etc. To unlock help try Upmetrics!   Help tip  Beverage Business Plan Beverage Business Plan | Business Plan 2023 17/47
• 18. 4. Products and Services Beverage Business Plan | Business Plan 2023 18/47
• 19. Start writing here.. Products and Services Espresso Price: [$3.50] A rich, full-bodied shot of coffee that forms the foundation of many of our beverages. Specifications Size: Single (1 oz.) or Double (2 oz.) Origin: Colombian Arabica Beans Brewing Temperature: 195°F - 205°F • • • The product and services section of a beverage business plan should describe the specific services and products that will be offered to customers. To write this section should include the following: Introduce what you are gonna offer. List products/services with detailed descriptions. Pricing structure. Product/service lifecycle. Safety and quality assurance. Support and warranty. • • • • • • To unlock help try Upmetrics!  To craft the introduction for your "Products and Services" chapter, begin by positioning your business within its industry, emphasizing its unique strengths or value proposition. Highlight not only the tangible products or services you offer but also the overarching benefits or solutions they provide to customers. Mention any key resources or expertise that elevate your offerings, such as advanced technology or a dedicated team. Conclude the introduction by signposting readers to the deeper exploration of your offerings in the following sections. This approach ensures that readers understand the context, significance, and scope of what your business brings to the table. To unlock help try Upmetrics!  Mention the beverage menu your business will offer. This list may include: All types of beverages, with flavors Snacks & food Specialty drinks or customizable options • • • To unlock help try Upmetrics!   Help tip  Beverage Business Plan  Help tip  Beverage Business Plan | Business Plan 2023 19/47
• 20. Caramel Latte Price: [$5.00] Smooth espresso blended with steamed milk and a dash of caramel syrup. Specifications Size: 12 oz. standard (Options available for 16 oz. and 20 oz.) Milk Options: Whole, Skim, Soy, Almond Caramel: House-made syrup, gluten-free • • • Jasmine Green Tea Price: [$4.00] Delicate green tea infused with the floral notes of jasmine. Specifications Size: 10 oz. standard cup Origin: Darjeeling, India Brewing Temperature: 175°F - 180°F • • • Berry Burst Smoothie Price: [$6.50] A refreshing blend of seasonal berries with a hint of natural sweetness. Specifications Size: 16 oz. standard (Options available for 20 oz.) Ingredients: Strawberries, Blueberries, Raspberries, Banana, Honey Add-on Options: Protein powder, Chia seeds, Flaxseeds • • •    Beverage Business Plan | Business Plan 2023 20/47
• 21. Ham & Cheese Croissant Price: [$5.50] Flaky croissant filled with thinly sliced ham and melted cheese. Specifications Size: 5-inch length Ingredients: Butter croissant, Smoked ham, Swiss cheese Serving Temperature: Warm • • • Beverage Bliss Membership Card Price: [$25.00]/month A loyalty program offering members exclusive discounts, early access to events, and a free drink on joining. Specifications Validity: One month from the date of purchase Discounts: 10% off on all beverages Events: Priority seating and early bird offers • • • Quality Standards Start writing here.. This section should explain how you maintain quality standards and consistently provide the highest quality service. This may include ingredient sourcing, manufacturing & processing, quality control testing, staff training, etc. To unlock help try Upmetrics!   Help tip  Beverage Business Plan   Beverage Business Plan | Business Plan 2023 21/47
• 22. Additional Services Start writing here.. Mention if your beverage company offers any additional services. You may include services like catering, events, online ordering, etc. To unlock help try Upmetrics!   Help tip  Beverage Business Plan Beverage Business Plan | Business Plan 2023 22/47
• 23. 5. Sales And Marketing Strategies Beverage Business Plan | Business Plan 2023 23/47
• 24. Unique Selling Proposition (USP) Start writing here.. Pricing Strategy Start writing here.. Writing the sales and marketing strategies section means a list of strategies you will use to attract and retain your clients. Here are some key points to include in your marketing plan: Define a unique selling proposition (USP). Explain pricing strategy. Marketing strategies. Sales strategies. Customer retention. • • • • • To unlock help try Upmetrics!  To create an effective introduction for your "Sales and Marketing Strategies" chapter, start by setting the stage within your specific industry or market. Emphasize the competitive nature of your field and the importance of both quality services and strategic marketing in this context. Clearly state the objectives of your sales and marketing strategies, which should include maximizing outreach, fostering engagement, and achieving sustained growth. Additionally, mention the specific techniques or approaches you will employ, whether traditional or modern, to establish your brand as the preferred choice for your target audience. This introduction provides a clear overview and prepares readers for the detailed strategies that follow. To unlock help try Upmetrics!  Define your business’s USPs depending on the market you serve, the equipment you use, and the unique services you provide. Identifying USPs will help you plan your marketing strategies. For example, exquisite flavors, locally sourced ingredients, and artisanal craftsmanship could be some of the great USPs for a beverage company. To unlock help try Upmetrics!  Describe your pricing strategy—how you plan to price your products and stay competitive in the local market. You can mention any discounts you plan on offering to attract new customers. To unlock help try Upmetrics!   Help tip  Beverage Business Plan  Help tip  Beverage Business Plan  Help tip  Beverage Business Plan Beverage Business Plan | Business Plan 2023 24/47
• 25. Marketing strategies Online Social Media Marketing Leveraging platforms like Instagram and Facebook, we aim to create a vibrant community, share our story, and showcase our beverage artistry.  Content Marketing Our blog updated bi-weekly, will dive into the world of beverages— sharing brewing techniques, exploring the origins of drinks, and announcing upcoming events at "[Beverage Bliss]."  Offline Brochures Strategically placed at [location, e.g., "local gyms and offices"], our brochures will detail our offerings, highlight our USPs, and offer exclusive coupons.  Print Marketing Collaborations with local newspapers and magazines will see us running both ads and feature stories, reaching a broader demographic.  Discuss your marketing strategies to market your services. You may include some of these marketing strategies in your business plan—social media marketing, brochures, content marketing, and print marketing. To unlock help try Upmetrics!   Help tip  Beverage Business Plan Beverage Business Plan | Business Plan 2023 25/47
• 26. Sales strategies Partner with Businesses Partnering with local [business type, e.g., "bookstores and co- working spaces"] will introduce exclusive offers for their patrons at our outlet. Influencer Collaborations: Engagements with local influencers will amplify our reach, with curated events and promotions.  Referral Programs Patrons can enjoy [specific benefits, e.g., "a free drink"] for every friend they introduce to "[Beverage Bliss.]"  Outline the strategies you’ll implement to maximize your sales. Your sales strategies may include partnering with other businesses, influencer collaboration, offering referral programs, etc. To unlock help try Upmetrics!   Help tip Beverage Business Plan | Business Plan 2023 26/47
• 27. Customer retention Loyalty Programs Regular customers can benefit from our [program details, e.g., "points-based rewards system"], which offers them exclusive discounts and early access to events.  Exclusive Offers Regular customers will receive tailored discounts, early bird access to events, and sneak peeks at new menu additions.  Personalized Service Using data analytics, we'll tailor recommendations based on a patron's purchase history, enhancing their experience.  Describe your customer retention strategies and how you plan to execute them. For instance, introducing loyalty programs, discounts & offers, personalized service, etc. To unlock help try Upmetrics!   Help tip Beverage Business Plan | Business Plan 2023 27/47
• 28. 6. Operations Plan Beverage Business Plan | Business Plan 2023 28/47
• 29. Start writing here.. Staffing and Training Start writing here.. Operational Process Start writing here.. When writing the operations plan section, it’s important to consider the various aspects of your business operations. Here are the components to include in an operations plan: Describe the operational process. Describe your supply chain. Customer satisfaction. Equipment & Machinery. • • • • To unlock help try Upmetrics!  To create an effective introduction for your "Operational Plan" chapter, start by emphasizing the pivotal role of efficient operations in the success of your business, underscoring how they directly impact the quality of services delivered. Make it clear that operational excellence is crucial for fulfilling your commitments to customers and ensuring optimal outcomes. Then, briefly outline what readers can expect in this chapter, mentioning key areas you'll cover such as staffing, operational processes, and facilities. This introduction sets the stage by highlighting the significance of operational planning and piques the reader's interest in the detailed insights to come. To unlock help try Upmetrics!  Mention your business’s staffing requirements, including the number of employees or kitchen staff needed. Include their qualifications, the training required, and the duties they will perform. To unlock help try Upmetrics!  Outline the processes and procedures you will use to run your beverage business. Your operational processes may include beverage preparation & production, ordering & procurement, sanitation & hygiene, workflow & staffing, etc. To unlock help try Upmetrics!   Help tip  Beverage Business Plan  Help tip  Beverage Business Plan  Help tip  Beverage Business Plan Beverage Business Plan | Business Plan 2023 29/47
• 30. Equipment & Machinery Start writing here.. Include the list of equipment and machinery required for beverages, such as beverage blenders & mixers, refrigerators, walk-in coolers, beverage dispensers, bottling machines, etc. To unlock help try Upmetrics!   Help tip  Beverage Business Plan Beverage Business Plan | Business Plan 2023 30/47
• 31. 7. Management Team Beverage Business Plan | Business Plan 2023 31/47
• 32. Start writing here.. Key managers Start writing here.. JOHN DOE CEO & Co-founder - [email protected] John's journey began [XX years ago] with [a brief about his background, e.g., "a single coffee cart in downtown"]. Today, his leadership and strategic vision are the driving forces behind the brand. His responsibilities include overall strategy, financial planning, and fostering business relationships. The management team section provides an overview of the individuals responsible for running your business plan. This section should provide a detailed description of the experience and qualifications of each manager, as well as their responsibilities and roles. Describe the role and responsibilities of the Founders/CEO. List the core team. Describe organizational structure. Compensation plan. List Advisors/Consultants. • • • • • To unlock help try Upmetrics!  To craft an introduction for your "Management Team" chapter, begin by emphasizing the crucial role of leadership in the success of any business. Highlight your company's commitment to having a strong and dedicated management team. Showcase the diversity and expertise of your team members, illustrating how their varied backgrounds contribute to the overall strength of your organization. Conclude by emphasizing the team's experience and how it positions your program as a leader in your industry. This introduction will set the stage for readers to understand the significance and capabilities of your management team, creating a positive impression as they delve into the details of each team member's role and contributions in the subsequent sections. To unlock help try Upmetrics!  Introduce your management and key members of your team, and explain their roles and responsibilities. It should include, senior management, and other department managers (e.g. operations manager, production manager, customer services manager.) involved in the beverage business operations, including their education, professional background, and any relevant experience in the industry. To unlock help try Upmetrics!   Help tip  Beverage Business Plan  Help tip  Beverage Business Plan Beverage Business Plan | Business Plan 2023 32/47
• 33. JANE DOE Co-founder - [email protected] Jane's flair for [specific skill, e.g., "creating unique beverage blends"] has been instrumental in setting "Beverage Bliss" apart. She spearheads menu innovation and quality control, ensuring every offering is a symphony of taste. ALICE BROWN Operations Manager - [email protected] Alice holds a Master's degree in Hospitality Management from the esteemed University of Culinary Arts. With over 12 years of experience in the beverage industry, she has honed her skills at renowned establishments such as "Café Luxe" and "Brewed Awakenings." As the Operations Manager at "Beverage Bliss," Alice seamlessly integrates diverse aspects of the business, ensuring top-notch service delivery and optimal operational efficiency. ROBERT BROWN Production Manager - [email protected] A certified barista and mixologist, Robert graduated from the International Beverage Academy. With a career spanning 10 years, he previously played pivotal roles at "Mocha Moments" and "Twilight Teas," developing unique beverage blends and training budding baristas. At "Beverage Bliss," Robert's expertise ensures consistency, quality, and innovation in every cup served. Beverage Business Plan | Business Plan 2023 33/47
• 34. LUCAS WHITE Customer Services Manager - [email protected] Lucas's flair for customer relations began with his Bachelor's in Public Relations from Riverside University. He further enriched his skills with a stint at "Harmony Hotels," managing guest relations. With over 8 years in the service industry, Lucas ensures that "Beverage Bliss" remains synonymous with customer satisfaction. His initiatives, ranging from feedback mechanisms to loyalty programs, enhance the overall customer experience. Organizational structure Start writing here.. Explain the organizational structure of your management team. Include the reporting line and decision-making hierarchy. To unlock help try Upmetrics!   Help tip  Beverage Business Plan Beverage Business Plan | Business Plan 2023 34/47
• 35. Organization chart John Doe CEO Jane Doe COO Robert Brown Production Manager Lucas White Customer Service Manager Alice Brown Operations Manager End of interactive chart. Compensation plan Start writing here.. Describe your compensation plan for the management and staff. Include their salaries, incentives, and other benefits. To unlock help try Upmetrics!   Help tip  Beverage Business Plan Beverage Business Plan | Business Plan 2023 35/47
• 36. Board of advisors MR. DAVID BLUE Veteran A veteran in [specific area, e.g., "supply chain management"], David's insights ensure our procurement and sourcing are both cost-effective and of the highest quality. DR. EMILY GREEN Consultant With over [XX years] in the beverage industry and a specialization in [specific field, e.g., "herbal and health drinks"], Dr. Green's consultancy has been pivotal in our product development. Mentioning advisors or consultants in your business plans adds credibility to your business idea. So, if you have any advisors or consultants, include them with their names and brief information consisting of roles and years of experience. To unlock help try Upmetrics!   Help tip Beverage Business Plan | Business Plan 2023 36/47
• 37. 8. Financial Plan Beverage Business Plan | Business Plan 2023 37/47
• 38. Start writing here.. Profit & loss statement Revenue $0 $0 $0 $0 $0 Cost Of Sales $0 $0 $0 $0 $0 General Costs $0 $0 $0 $0 $0 Revenue Specific Costs $0 $0 $0 $0 $0 Personnel Costs (Direct Labor) $0 $0 $0 $0 $0 Gross Margin $0 $0 $0 $0 $0 Gross Margin (%) 0% 0% 0% 0% 0% 2023-24 2024-25 2025-26 2026-27 2027-28 When writing the financial plan section of a business plan, it’s important to provide a comprehensive overview of your financial projections for the first few years of your business, You may provide the following: Introduction. Add startup costs (for new businesses). Profit & loss statement. Cash Flow Statement. Balance sheet. Break-even analysis. Sales forecast. Financing needs. • • • • • • • • To unlock help try Upmetrics!  To create an effective introduction for your "Financial Plan" chapter, begin by stressing the critical role of a well-structured financial plan in the success of your venture. Emphasize how this plan serves as the foundation for sustainability and profitability while keeping your services affordable and accessible. Mention that the upcoming section will provide detailed insights into your projected financial statements, outlining revenue streams, expenses, and the strategic path to financial stability. This introduction will help your readers understand the significance of the financial plan and its alignment with your mission and goals, setting the stage for a deeper exploration of your financial strategy. To unlock help try Upmetrics!  Describe details such as projected revenue, operational costs, and service costs in your projected profit and loss statement. Make sure to include your business’s expected net profit or loss. To unlock help try Upmetrics!   Help tip  Beverage Business Plan  Help tip Beverage Business Plan | Business Plan 2023 38/47
• 39. Operating Expense $0 $0 $0 $0 $0 Payroll Expense (Indirect Labor) $0 $0 $0 $0 $0 General Expense $0 $0 $0 $0 $0 Bad Debt $0 $0 $0 $0 $0 Amortization of Current Assets $0 $0 $0 $0 $0 EBITDA $0 $0 $0 $0 $0 Additional Expense $0 $0 $0 $0 $0 Long Term Depreciation $0 $0 $0 $0 $0 Gain or loss from Sale of Assets $0 $0 $0 $0 $0 EBIT $0 $0 $0 $0 $0 Interest Expenses $0 $0 $0 $0 $0 EBT $0 $0 $0 $0 $0 Income Tax Expense $0 $0 $0 $0 $0 Total Expense $0 $0 $0 $0 $0 Net Income $0 $0 $0 $0 $0 Net Income (%) 0% 0% 0% 0% 0% Retained Earning Opening $0 $0 $0 $0 $0 Owner's Distribution $0 $0 $0 $0 $0 2023-24 2024-25 2025-26 2026-27 2027-28 Beverage Business Plan | Business Plan 2023 39/47
• 40. Retained Earning Closing $0 $0 $0 $0 $0 2023-24 2024-25 2025-26 2026-27 2027-28 Cash flow statement Cash Received $0 $0 $0 $0 $0 Cash Paid $0 $0 $0 $0 $0 COS & General Expenses $0 $0 $0 $0 $0 Salary & Wages $0 $0 $0 $0 $0 Interest $0 $0 $0 $0 $0 Sales Tax $0 $0 $0 $0 $0 Income Tax $0 $0 $0 $0 $0 Net Cash From Operations $0 $0 $0 $0 $0 Assets Sell $0 $0 $0 $0 $0 Assets Purchase $0 $0 $0 $0 $0 Net Cash From Investments $0 $0 $0 $0 $0 Amount Received $0 $0 $0 $0 $0 Loan Received $0 $0 $0 $0 $0 2023-24 2024-25 2025-26 2026-27 2027-28 The cash flow for the first few years of your operation should be estimated and described in this section. This may include billing invoices, payment receipts, loan payments, and any other cash flow statements. To unlock help try Upmetrics!   Help tip Beverage Business Plan | Business Plan 2023 40/47
• 41. Common Stock Preferred Stock $0 $0 $0 $0 $0 Owner's Contribution $0 $0 $0 $0 $0 Amount Paid $0 $0 $0 $0 $0 Loan Capital $0 $0 $0 $0 $0 Dividends & Distributions $0 $0 $0 $0 $0 Net Cash From Financing $0 $0 $0 $0 $0 Summary Starting Cash $0 $0 $0 $0 $0 Cash In $0 $0 $0 $0 $0 Cash Out $0 $0 $0 $0 $0 Change in Cash $0 $0 $0 $0 $0 Ending Cash $0 $0 $0 $0 $0 2023-24 2024-25 2025-26 2026-27 2027-28 Balance sheet Assets $0 $0 $0 $0 $0 Current Assets $0 $0 $0 $0 $0 Cash $0 $0 $0 $0 $0 2023-24 2024-25 2025-26 2026-27 2027-28 Create a projected balance sheet documenting your beverage business’s assets, liabilities, and equity. To unlock help try Upmetrics!   Help tip Beverage Business Plan | Business Plan 2023 41/47
• 42. Accounts Receivable $0 $0 $0 $0 $0 Inventory $0 $0 $0 $0 $0 Other Current Assets $0 $0 $0 $0 $0 Long Term Assets $0 $0 $0 $0 $0 Gross Long Term Assets $0 $0 $0 $0 $0 Accumulated Depreciation $0 $0 $0 $0 $0 Liabilities & Equity $0 $0 $0 $0 $0 Liabilities $0 $0 $0 $0 $0 Current Liabilities $0 $0 $0 $0 $0 Accounts Payable $0 $0 $0 $0 $0 Income Tax Payable $0 $0 $0 $0 $0 Sales Tax Payable $0 $0 $0 $0 $0 Short Term Debt $0 $0 $0 $0 $0 Long Term Liabilities $0 $0 $0 $0 $0 Long Term Debt $0 $0 $0 $0 $0 Equity $0 $0 $0 $0 $0 Paid-in Capital $0 $0 $0 $0 $0 Common Stock $0 $0 $0 $0 $0 Preferred Stock $0 $0 $0 $0 $0 Owner's Contribution $0 $0 $0 $0 $0 Retained Earnings $0 $0 $0 $0 $0 Check $0 $0 $0 $0 $0 2023-24 2024-25 2025-26 2026-27 2027-28 Beverage Business Plan | Business Plan 2023 42/47
• 43. Break-even Point Starting Revenue $0 $0 $0 $0 $0 Net Revenue $0 $0 $0 $0 $0 Closing Revenue $0 $0 $0 $0 $0 Starting Expense $0 $0 $0 $0 $0 Net Expense $0 $0 $0 $0 $0 Closing Expense $0 $0 $0 $0 $0 Is Break Even? 0 0 0 0 0 Break Even Month 0 0 0 0 0 Days Required 0 0 0 0 0 Break Even Revenue $0 $0 $0 $0 $0 Break Even Units 2023-24 2024-25 2025-26 2026-27 2027-28 Determine and mention your business’s break-even point—the point at which your business costs and revenue will be equal. This exercise will help you understand how much revenue you need to generate to sustain or be profitable. To unlock help try Upmetrics!   Help tip  Beverage Business Plan Beverage Business Plan | Business Plan 2023 43/47
• 44. Financing needs Start writing here.. Calculate costs associated with starting a beverage business, and estimate your financing needs and how much capital you need to raise to operate your business. Be specific about your short-term and long-term financing requirements, such as investment capital or loans. To unlock help try Upmetrics!   Help tip  Beverage Business Plan Beverage Business Plan | Business Plan 2023 44/47
• 45. 9. Appendix Beverage Business Plan | Business Plan 2023 45/47
• 46. When writing the appendix section, you should include any additional information that supports the main content of your plan. This may include financial statements, market research data, legal documents, and other relevant information. Include a table of contents for the appendix section to make it easy for readers to find specific information. Include financial statements such as income statements, balance sheets, and cash flow statements. These should be up-to-date and show your financial projections for at least the first three years of your business. Provide market research data, such as statistics on the size of the printing industry, consumer demographics, and trends in the industry. Include any legal documents such as permits, licenses, and contracts. Provide any additional documentation related to your business plans, such as marketing materials, product brochures, and operational procedures. Use clear headings and labels for each section of the appendix so that readers can easily find the information they need. Remember, the appendix section of your business plan should only include relevant and important information that supports the main content of your plan. • • • • • • To unlock help try Upmetrics!  Beverage Business Plan | Business Plan 2023 46/47
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