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How to Write a Successful Coffee Shop Business Plan (with Template)

  • By Tam Nguyen

coffee shop business plan

Table of Contents

Dreaming of opening a coffee shop? You’re not alone. The coffee industry is bustling with passionate business owners eager to make their mark. However, becoming successful coffee shop owners requires more than just a love for the brew. It demands a clear vision that differentiates your coffee house in a saturated market. A well-crafted business plan not only gives life to your idea but also sets your business on a path to thrive. Whether you’re a newbie or a seasoned entrepreneur, this guide, complete with a free template, will help you craft a business plan that markets and propels your coffee venture to success.

What is A Coffee Shop Business Plan?  

A coffee shop business plan is a comprehensive document that explains what your business idea is, how you intend to penetrate the coffee market, and the strategies you’ll employ to run your coffee shop successfully. When opening a cafe, many aspiring cafe or coffee shop owners underestimate the value of a structured plan. However, this document does more than just outline the needs to open a coffee shop; it gives a detailed roadmap for your new business, offering clarity on every aspect of its operation.

More than that, presenting a well-structured business plan to potential investors is essential. It not only showcases your commitment but also your understanding of the industry, making it a vital tool for securing funding. While crafting a business plan can seem daunting initially, it’s the foundation that both clarifies your idea and sets your business on the trajectory for growth and success in the competitive world of cafes and coffee shops.

Why A Business Plan Is Important For A Successful Coffee Shop Business?

1. Clear Vision and Objectives

When you set up your coffee shop, having a business plan establishes a clear vision and defines your objectives. It is the backbone that steers every decision you’ll make. Without a clear outline, you may find yourself swaying from one idea to the next. With a detailed business plan, you can present a clear business proposal to stakeholders, ensuring them and yourself of the path you plan to tread.

2. Financial Planning

A comprehensive business plan is imperative for accurate financial planning. It will include information on how much capital is required to start, what your ongoing costs will be, and the revenues you plan to generate. If you’re seeking external funding, investors will want to see how you plan to use their money, and most importantly, how you plan to make a return on that investment. If you plan to sell specialty blends or unique treats, the financial section can also help you plan a strategy for pricing, promotion, and sales forecasts.

3. Operational Efficiency

Operational efficiency is the linchpin that holds all business operations together. A business plan will map out every detail, from supplier agreements to employee schedules. You may want to create special events or loyalty programs for regular customers, and this is where a business plan can help you plan a strategy for success. It becomes the reference point, ensuring that daily tasks align with the broader objectives, guaranteeing that resources, time, and efforts are used optimally.

Step-by-step Guide To Write A  Coffee Shop Business Plan

1. Executive Summary

The Executive Summary is like the introduction of a novel – it provides a snapshot of what is to come. Typically, you write the executive summary last, even though it appears first in your business plan. It encapsulates the essence of your coffee shop’s mission, objectives, and financial overview, succinctly explaining what your business concept is about. This section is crucial because many coffee shops fail to engage potential investors right off the bat. Ideally, it should be concise – a page or two.

What should you cover in an Executive Summary?

  • Introduce Your Coffee Shop or Cafe: Provide a company overview, giving readers insight into what makes your coffee shop unique from the myriad of coffee bars in the market.
  • State Your Mission and Vision: Describe what drives your coffee business and where you see it in the future.
  • Outline Your Objective: Define clear, measurable goals that you aim to achieve.
  • Provide a Financial Overview: Highlight projected profit margins, a brief balance sheet, and other pertinent financial data.

2. Coffee Shop Business Description

This section paints a picture of your coffee shop. It’s where you elaborate on how you plan to infuse the local coffee market with your unique brews and pastries.

What should you cover in the Coffee Shop Description section?

  • Coffee Shop Concept: Dive into the types of coffee drinks you plan to offer, whether it’s a rich espresso or a classic brewed coffee.
  • Unique Selling Proposition: Discuss what makes your coffee shop stand out, be it a special blend of coffee beans, a unique roasting method using a specific coffee roaster, or artisanal pastry offerings.
  • Operational Plan: Briefly touch upon how you’ll manage your coffee shop, from sourcing beans to serving cups of coffee.

3. Market Analysis

Before pouring your first espresso, performing market research before starting your coffee business is essential. This section dives deep into understanding your potential customer base and the coffee industry landscape in your area.

What should you cover in this section?

  • Target Market: Describe your ideal customer. Are they local residents, office workers, or students?
  • Location: Discuss the significance of your chosen location. Are there many coffee shops in the area? How does your location cater to your target market?
  • Competition: Analyze existing coffee shops. What coffee and food products do they offer? What pricing strategy do they employ? How will your coffee shop compete or complement them?

4. Organization and Management

Behind every successful coffee shop is a robust organizational structure and a competent management team.

What should you cover in the Organization and Management Plan?

  • Coffee Shop Ownership Information: Highlight the business’s legal structure.
  • Profiles of Your Coffee Shop Management Team: Include details about your baristas, perhaps a part-time accountant, and someone to manage marketing. It can be helpful to create profiles for each role, detailing responsibilities and expertise.

5. Sample Menu

Your menu is the heart of your coffee shop. It’s more than just a list of coffee and tea; it’s an expression of your brand.

What should you consider when creating a Sample Menu?

  • Menu Items: Detail the types of coffee, espresso drinks, and pastries you plan to offer. Maybe consider including non-coffee items like teas or specialty drinks.
  • Unique Selling Proposition: Reiterate what makes your coffee or food items different from other coffee shops in the area.
  • Menu Pricing : Discuss your pricing strategy, keeping in mind profit margin, competitors’ prices, and your target customer base.

6. Marketing Plan

To brew success, it’s not enough to have a fantastic coffee product; you must effectively market it.

What should you cover in a Marketing Strategy for your Coffee Shop Business?

  • Define Your Brand: What voice, theme, or emotion do you want your coffee shop to evoke?
  • Lay out your plans for social media campaigns, local partnerships, loyalty programs, SEO for website, and other promotional strategies.
  • Considering using an  online food ordering system  in your food truck
  • Create a  digital menu with QR code  to make your menu easy for your customers to access online

7. Operations Plan

Efficiency is key to the daily grind of running a cafe. The operations section provides a detailed look at the day-to-day operations of your coffee shop business. 

What Operational Issues should you address in your Business Plan?

  • Supply Chain: Where will you buy your coffee beans? Who will be your coffee roaster?
  • Operating Hours: Consider the best times to cater to your target market.
  • Staffing: Detail roles, such as barista, manager, and part-time support.
  • Equipment: List down essential equipment, from espresso machines to ovens.

8. Financial Plan

In this crucial section of your business plan, delving into the financial specifics is paramount to lay out a concrete roadmap for the fiscal aspects of your coffee shop.

How Much Does It Cost to Start a Coffee Shop?

Starting a coffee shop is not just about brewing the perfect espresso; it’s also a substantial financial commitment. The cost for opening a coffee shop can range from $80,000 to $250,000. These costs can vary widely based on factors such as location, size of the establishment, equipment quality, and inventory requirements. Moreover, the process of opening a coffee shop might also involve unexpected expenditures, so it’s essential to account for some buffer in your budget.

How Many Ways to Fund Your Coffee Shop?

There are multiple avenues for funding your coffee venture. Traditional bank loans, personal savings, angel investors, crowdfunding campaigns, and partnerships are just a few options. It’s crucial to assess which option aligns best with your business vision and financial situation.

Important Questions to Consider When You Create Your Funding Request If you’re seeking funding, there are several questions you’ll need to answer in your business plan:

  • How much money do you need to start and maintain your coffee shop until it becomes profitable?
  • What will the funds be used for specifically?
  • How do you plan to handle financial challenges that might arise?
  • How do you plan to repay any loans or provide a return on investment?

9. Financial Projections

The financial projections section of your business plan forces you to translate your coffee shop vision into numbers, ensuring you’ve accounted for all key metrics that can make or break your venture.

Break-even analysis:

This is the point where your coffee shop’s total revenues equal its total costs. Simply put, it’s when you neither make a profit nor a loss from selling coffee. 

Use this formula:  Fixed Costs / (Price – Variable Costs) = Break Even Point

Projected profit and loss statement:

This will provide a forecast of your expected income and expenses, giving a clear view of your venture’s profitability.

Cash flow analysis:

Essential for understanding the liquidity of your business, this tool is especially crucial for coffee shops, considering the fluctuating expenses and incomes coffee shops offer. When drafting this, consider who will read it, as stakeholders like investors or lenders might have specific expectations.

Coffee Shop Business Plan Template 

  • Mission: To offer the community high-quality coffee in a comfortable and vibrant environment.
  • Vision: To become the go-to local coffee spot that fosters community connections and coffee appreciation.
  • Coffee Shop Description: “Java Junction” will be a modern coffee hub that emphasizes direct-trade coffee beans and a relaxed, inclusive atmosphere.
  • Costs: Estimated initial costs are $125,000.
  • Profits: Projected annual profit by year two is $75,000.

2. Description of the Coffee Shop

  • Coffee Shop Concept: A community-focused café emphasizing artisanal methods.
  • Coffee Shop Name: Java Junction
  • Coffee Shop Type: Sit-down café with an adjacent mini-library.
  • Location: Main Street, Downtown Area – chosen for its high foot traffic.
  • Order Fulfillment: Orders taken at the counter with table service for food.
  • Working Hours: Mon-Fri (7 am – 9 pm), Sat-Sun (8 am – 10 pm).

3. Menu Offer

  • Type of Food and Drink: Coffee, teas, pastries, and sandwiches.
  • Offer: From classic espresso shots to unique blends like “Lavender Latte”.
  • Unique Selling Point: Every coffee product uses direct-trade beans, ensuring farmer fairness.

4. Market and Competition Analysis

  • Market Analysis: The local population includes a mix of professionals, students, and tourists. Many search for quiet spots to work or relax.
  • Target Customer: Professionals aged 25-40 and students.
  • Size of the Target Customer: Approximately 15,000 individuals.
  • Competition Analysis: Three established coffee shops within a mile.
  • Size of the Competition: Ranging from small boutique coffee shops to a larger chain.
  • Competitors’ Offer: Basic coffee drinks, with limited specialty items.
  • Competitors’ Prices: Average of $4 for a coffee drink.

5. Investment Plan (Detailed Cost Analysis)

Investment Cost (One-off): $75,000

  • Equipment: $30,000
  • Renovations: $20,000
  • Initial Stock: $10,000
  • Licenses: $5,000
  • Miscellaneous: $10,000

Operating Costs (Monthly): $17,000

  • Rent: $3,000
  • Salaries: $10,000
  • Utilities: $1,000
  • Stock: $2,000
  • Marketing: $1,000

6. Financial Forecast

Year one is projected to break even, with a profit of $50,000 expected in year two, and $75,000 in year three, considering growth and expanding customer base.

  • Owner: Jamie Smith, a coffee enthusiast with a business degree.
  • Manager: Alex Brown, previously managed a successful coffee chain for five years.
  • Baristas: A team of 4 skilled individuals passionate about coffee.

8. Marketing Plan

Java Junction will use a mix of social media marketing, local print advertising, and loyalty programs to attract and retain customers. Regular events, such as “Buy Our Coffee Day” and collaboration with local businesses, will drive foot traffic and community engagement, integral components for starting your coffee shop and making it successful.

This coffee shop business plan sample is hypothetical and serves as a template. Tailoring specifics to your local market, vision, and unique aspects will be necessary. Every coffee shop has nuances that can make them successful, whether it be the coffee products they sell, the environment they cultivate, or the events they host. Focus on what will make your coffee shop stand out and be sure to engage your community.

Tips For Writing a Business Plan For a Coffee Shop

Your business plan becomes the blueprint of your vision. Here are essential tips to consider:

Comprehensiveness is Key: Ensure your plan encompasses all sections you should include, such as marketing, financial projections, and operations. A well-rounded plan provides a holistic view of your business.

Tailor to Your Audience: If you’re presenting to potential investors, focus on profitability and growth projections. For a landlord, emphasize the benefits your coffee shop will bring to their property.

Specialize in Marketing: Given the competitiveness in the coffee industry, it’s crucial to have a solid marketing plan. If marketing isn’t your strength, consider hiring someone to do marketing for your venture. A strong online presence, loyalty programs, and community engagement can set you apart.

Research Your Market: Understand what nearby coffee shops include in their offerings. Identify gaps in the market and strategize on how your shop can fill them.

Stay Flexible: While a business plan provides direction, remain adaptable. The coffee industry is dynamic, and your ability to pivot can prove invaluable.

Separate Sections for Clarity: If your plan becomes too dense, you might want to create a separate document for specific sections like a detailed marketing strategy or an in-depth market analysis. This makes your primary business plan concise and more readable.

Frequently Asked Questions

1. how profitable is owning a coffee shop.

Owning a coffee shop can be profitable, depending on factors like location, quality of products, and management. On average, after expenses, many coffee shops report a profit margin of around 3% to 5%, with some successful ones achieving even higher. However, it’s essential to factor in initial setup costs, ongoing expenses, and market competition.

2. How do I start a coffee shop business plan?

Starting a coffee shop business plan involves multiple steps. Begin by defining your coffee shop’s mission and vision. Conduct market research to understand your target audience and competitors. Then, detail out sections like your product offerings, pricing strategy, marketing plan, financial projections, and operational procedures. If you’re thinking of opening a coffee shop, a well-thought-out business plan is indispensable.

3. What is a business plan for a coffee shop?

A coffee shop business plan is a detailed document that outlines your coffee shop’s objectives, strategies, and operational procedures. It acts as a roadmap, guiding you from the startup phase to establishing a thriving business. Moreover, if you need a coffee shop business loan or investment, this plan becomes crucial in convincing stakeholders of your venture’s viability.

4. What are the 4Ps in a coffee shop business plan?

The 4Ps stand for Product, Price, Place, and Promotion. In the context of a coffee shop:

  • Product: What type of coffee and related products will you offer?
  • Price: How will you price your coffee? Will it be premium or competitive?
  • Place: Where will your coffee shop be located? Is it accessible to your target audience?
  • Promotion: How will you market your coffee shop? Will you offer promotions or loyalty programs?

These elements help in creating a marketing strategy tailored to your coffee shop’s unique needs and market position.

Launching a coffee shop is not just about brewing the perfect cup but weaving a narrative that resonates with your community, fostering an ambiance that people gravitate towards, and maintaining a seamless operation that drives profitability. The meticulous creation of a business plan is a pivotal step in this endeavor. It’s the beacon that guides budding entrepreneurs through the complexities of the coffee industry. In such a competitive marketplace, a well-structured, comprehensive business plan can make the difference between a fleeting venture and a thriving institution. To potential coffee shop owners, embrace the process, let your passion shine through in your plan, and remember that every great coffee shop started with a simple idea, much like a single coffee bean ready to brew greatness.

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It's been a few decades since Starbucks emerged from Seattle to take over the world and made a coffee shop on every corner the norm. As a result, the way Americans drink coffee has changed drastically.

This has also created a window for entrepreneurs looking to start a business. While the big coffee chains have expanded, so have specialty, independently run shops. According to an article in the New York Times , Americans drink less coffee today than we did in the 1930s, but we’re drinking higher quality, better-brewed cups. As such, many entrepreneurs today might wonder how to start a coffee shop to serve their own high-quality brews.

coffee shop start up business plan

How to open a coffee shop in 7 steps

Wondering how to start a coffee shop of your own? These seven steps will take you through everything you need to know.

Step 1: Decide whether you want to open your own shop, a franchise, or buy an existing business.

When it comes to starting a business you usually have at least two ways to go about doing it, and with coffee shops, you've got three. When it comes to how to open a coffee shop you can do one of the following:

Completely start from scratch and open your own shop

Open a coffee shop franchise

Buy an existing coffee shop that's for sale

Each of the options has its pros and cons and varying degrees of work required by you. If you choose to open a franchise you'll be bound by many of the aspects of that franchise like the beans they use and the decor of the actual shop. If you buy another coffee shop you might have less construction to do to set up the space as a coffee shop. These options come with limitations as well.

Step 2: Create a business plan.

A well-thought-out business plan is key to creating any business, and a coffee shop is no exception. If you want to open a coffee shop, you probably already have a love of good coffee. To create a successful coffee shop you have to decide how you'll get other people to love coffee as much as you do. A business plan will help get your ideas focused and in one place. Besides the basics of what your coffee shop will be and the products you'll sell, a business plan also includes a marketing and sales plan, as well as financial projections.

An important consideration you'll need to take care of in the early stages, and that you'll include in your business plan, is to decide on the business structure you want your company to operate as. There are several business entity options you can choose, including a sole proprietorship, LLC, C-corp, and more—and the entity you choose will have both tax and legal implications for your business. It's always a good idea to seek the advice of a business attorney when making these big decisions as you start your coffee shop. if you choose to open a franchise, you might already have a business entity that you have to use.

While creating your business plan, you'll have to come up with a name for your business and an idea of where you want to open your coffee shop. Once you find the perfect location be sure to add it to your business plan, it might happen before or after you've written the plan.

You'll also want to outline the pricing of your products, what goods you want to offer, the type of coffee shop you want to have (sit-down, drive-through), and more. It's a lot to think about, but a business plan is where you can get all of these plans down in one place. Beyond that, if you'll need outside capital to make your coffee shop dreams a reality, you'll need to provide a business plan for funding consideration.

Luckily, there are several options for business loans for a cafe, and whether you're looking for funding to start your coffee shop or want to leave the option open for expansion down the road, having a solid business plan from the start will make the process easier.

Step 3: Find the right location.

This step can not be glossed over and you should take your time and consideration when completing it. The location of your coffee shop can make or break it in terms of success. There are some things to look for when looking for a coffee shop location. Coffee shop location considerations:

Size: You want to make sure enough people can fit in the space without feeling cramped. Coffee shops are relaxing areas where people tend to hang out with friends or colleagues and you want the space to be accommodating.

Accessibility: Make sure your cafe is accessible and anyone can enter.

Parking: Will you be dependent on foot traffic? If not you're going to want to make sure there's somewhere for your customers to park either a lot or street parking nearby. If biking is popular in your area, consider adding a bike rack.

Seating: Will customers be limited to seating indoors or is there some outdoor seating you could set up when the weather is right for it?

Rent: This should be one of your top considerations when deciding on a location. How much a business location will cost you is going to be a significant chunk of your budget and you should be sure to include this in your business plan.

Step 4: Register your business and get the proper licenses and permits.

The city or county where you plan to open your coffee shop will dictate the specifics of registering your business, what taxes you'll be responsible for, any necessary licenses and permits, and more. The details of registering a business vary from state to state, but you will need to apply for an employer identification number (EIN) and establish your business structure before you can start the registration process.

You also need to make sure that since you'll be serving coffee, and most likely some food, that you have the right business licenses and permits for that, as well. Usually, health licenses and permits are necessary for serving food. Other types of business licenses include building, zoning, and land-use permits. Be sure you consult with your local business resources so you have the proper documentation in place before you open your coffee shop.

Step 5: Find suppliers.

Customers are looking for a quality experience when they come into your coffee shop. That means quality ingredients and coffee, but also quality service and experience.

While it’s tough to produce the same quality every time, this is crucial in the coffee business, especially in a time when people are becoming more knowledgeable about specialty coffee. Having consistent and quality providers, from the beans to cups and everything else customers interact with can help keep your coffee shop running smoothly and customer experiences consistent.

When you're first starting your coffee business, don't be afraid to spend the necessary time finding the right coffee supplier for your business. Though if you're starting a franchise, they'll take care of this step for you by having their specific grounds. You may have to try a lot to find the right one that will work for the products you want to offer, at the right price, with the perfect taste.

The other way to create consistency is by training employees extensively. If you want patrons to walk past all the other coffee shops on the block and go into yours, you need to offer consistent quality.

Step 6: Create a warm, inviting environment.

A coffee shop is never just about a good cup of coffee. Many people frequent coffee shops as a place to do work, catch up with friends, or to take a break from the workday.

You want your coffee shop to have a warm and inviting atmosphere that's conducive to meetings, relaxing, and chit chat, but also one that's easy to keep clean and orderly. When choosing how to design the shop, be sure to take into account how many people you want the shop to fit and the kind of atmosphere you're looking to create for them all.

Remember when we were talking about the location of your shop? Here's where that comes in because the location can only do so much work for you. The work you do to design the cafe on the inside will also greatly matter. You're creating an entire atmosphere that also serves a purpose.

Step 7: Adopt a good inventory system.

Pay attention to your inventory. At first, you won't really know how much you need when it comes to things like beans and baked good, you probably won't even know how many cups you need a day. So track these things carefully at first so you can get a good handle on how much you're using.

There are a number of inventory management apps available to small business owners who need a way to manage their inventory and budget. Some point of sale systems also offer inventory management, which is something you might want to consider when choosing one. There are specific coffee shop POS systems out there to consider.

No matter what you choose, you want to make sure you have a way to manage what you need for your business so you don't run out of customer favorites or over-order on what you don't need.

How much do you need?

with Fundera by NerdWallet

We’ll start with a brief questionnaire to better understand the unique needs of your business.

Once we uncover your personalized matches, our team will consult you on the process moving forward.

How much does it cost to open a coffee shop?

We've gone over many of the expenses you'll face when opening a coffee shop. The rent of the location, everything for the interior design, the machinery, the supplies like beans and cups, employees and more will all add up. Some of these things may cost far more than you're expecting them too, a good espresso machine along can run you up $20,000.

In all you can expect that opening a coffee shop will likely cost you upward of $200,000 when all is said and done. This goes for some franchises as well, Dunkin' for example, requires that you have $250,000 in liquid assets to start a franchise with them. You could consider starting smaller, with a coffee cart or a small pop-up location if you're unsure of the cost or if you don't want to dive in headfirst. But know that none of these options will be cheap or require no money up front.

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Start Your Dream Business

The bottom line

Running a small business is no easy feat, but for all of those coffee enthusiasts who have dreamed of opening a cafe of their own, now might be the time. Consumption and interest in the specialty coffee culture has increased steadily in recent years and doesn’t seem to be stopping any time soon.

While competition from bigger chains might have been a problem at one time, modern consumers prefer to support local neighborhood shops—especially if they’re offering what the big chains can’t. So if you've been wondering how to start a coffee shop, start thinking about the above steps to see if this is a feasible business venture for you.

This article originally appeared on JustBusiness, a subsidiary of NerdWallet.

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BUSINESS STRATEGIES

How to write a coffee shop business plan

  • Nirit Braun
  • Oct 30, 2023
  • 12 min read

How to create a coffee shop business plan

A coffee shop business plan is a detailed and strategic document outlining the essential aspects of starting and operating a coffee-focused business. It encompasses a comprehensive analysis of the business's goals, target audience, competitive landscape, marketing strategies, financial projections, operational procedures and more. This plan acts as a roadmap that guides entrepreneurs through the various stages of establishing and running their coffee shop, providing clear direction and a solid foundation for success.

When starting a business, especially in the competitive and dynamic realm of the coffee industry, creating a comprehensive and clear business plan is of paramount importance.

Ready to get your business brewing? Take Wix’s website builder for a whirl.

Top benefits of creating a coffee shop business plan

A well-crafted business plan helps entrepreneurs articulate their business goals, whether it's about offering unique coffee blends, creating a cozy ambiance or supporting sustainable sourcing practices. At the same time, a business plan requires entrepreneurs to identify and understand their target audience. This insight helps tailor marketing strategies, menu offerings and the overall customer experience to meet the specific preferences and needs of the intended customers.

Here's an overview of some key advantages to creating a coffee shop business plan:

Attracting investors and funding: A well-structured business plan acts as a persuasive tool when seeking investors or raising money for your business . It showcases your thorough understanding of the coffee industry, market trends and your strategies for success. This level of preparedness increases your credibility and instills confidence in potential investors, making them more likely to support your coffee shop venture.

Clear resource requirements: Writing a business plan prompts you to identify the specific resources, supplies and staff necessary to launch and operate your coffee shop. This includes everything from coffee beans and brewing equipment to furniture and interior decor.

Strategic financial planning: A comprehensive business plan outlines your financial projections, startup costs, operating expenses and revenue forecasts. This level of financial planning helps you determine how much funding you need to start a business . It also guides you in setting prices, managing cash flow and assessing profitability.

Market understanding and differentiation: Through market research and analysis, a business plan allows you to understand your target audience's preferences, behaviors and expectations. This knowledge helps you tailor your coffee shop's offerings, ambiance and marketing strategies to effectively attract and retain customers.

Risk mitigation: The process of creating a business plan prompts you to identify potential risks and challenges that your coffee shop might face. By acknowledging and addressing these risks early on, you can develop contingency plans and strategies to mitigate their impact.

Operational efficiency: A business plan outlines the operational processes required to run your coffee shop smoothly. It includes staffing plans, inventory management strategies and quality control measures. By establishing efficient procedures from the outset, you can minimize wastage, optimize resource allocation and ensure consistent customer satisfaction.

Goal setting and tracking: Your business plan serves as a benchmark against which you can measure your coffee shop's performance over time. By setting clear goals and key performance indicators (KPIs), you can track your progress and make necessary adjustments to stay on course toward achieving your objectives.

How to create a coffee shop business plan in 6 steps

Now we’ll walk through the six essential steps for crafting a coffee shop business plan tailored to your company's unique needs.

Executive summary

Business and domain names

Market analysis and research

Operations plan

Marketing and advertising plan

Financial plan

01. Executive summary

Your executive summary is a concise and compelling overview of your coffee shop business plan. It encapsulates the key elements of your plan and provides a snapshot of your business concept, strategies and financial projections. While appearing at the start of the business plan, it's often written last, as it draws from the content of the entire document.

A clear executive summary for a coffee shop business should include:

The essence of your coffee shop: What makes it unique? What kind of experience will customers have when visiting your establishment?

Market potential and your target audience: Explain why your coffee shop is well-positioned to capture this opportunity.

Competitor landscape: Identify what sets your coffee shop apart from the competition. This could be your specialty coffee blends, unique ambiance, sustainable practices or exceptional customer service.

Example executive summary for a coffee shop: "Bean Haven Coffee is a meticulously crafted coffee shop that aims to provide not just beverages, but an immersive coffee experience. We pride ourselves on our curated selection of ethically sourced beans, offering customers the finest hand-crafted brews in a cozy, rustic ambiance. Our competitive edge lies in our commitment to sustainability, from our bean-sourcing practices to our eco-friendly packaging. With a strong emphasis on community engagement and partnerships with local artists, we are set to become a cultural hub that brings people together over a shared love for exceptional coffee. Through strategic marketing campaigns, leveraging social media and collaborating with nearby businesses, we aim to establish Bean Haven Coffee as the go-to destination for coffee enthusiasts and connoisseurs alike. Our projected financials indicate that we will reach profitability within the first 18 months of operation. We seek funding to cover initial startup costs and our business model is designed to achieve sustainable growth and profitability."

02. Company and domain names

Knowing how to name a business is crucial for a coffee shop venture and a key step before you register your business . A strong and memorable name can resonate with customers and differentiate your coffee shop from competitors. Use descriptive words that reflect your coffee shop's essence, whether it's about taste, ambiance or values.

Utilizing a business name generator like the one from Wix can provide inspiration and spark creativity. Play with different combinations of words and ideas until you find a name that feels right. Once you've settled on a name, check its availability for domain registration. A domain name that matches your company name is essential for an effective online presence.

When choosing a domain name consider the following best practices:

Ensure that the domain name reflects your coffee shop's identity and offerings

Choose a name that is easy to spell and remember

Opt for a timeless name that won't become outdated quickly

If possible, include relevant keywords in the domain to improve search engine visibility

Steer clear of names that are easily confused with competitors or other brands

03. Market analysis and research

With more than 38,000 coffee shops in the U.S. alone, there are plenty of competitors to analyze. Including a comprehensive market analysis in your business plan is essential for understanding the competitive landscape and formulating effective strategies. Research your local coffee market, identify existing competitors and analyze their strengths and weaknesses. Determine your target audience's preferences, behaviors and demographics to tailor your offerings and marketing campaigns accordingly.

A well-rounded market analysis can guide your business strategy, helping you position your coffee shop effectively, develop compelling value propositions and devise strategies to capture your desired market share.

04. Operations plan

The operations plan is a crucial section of your coffee shop business plan. It outlines the practical aspects of running your coffee shop. Use it to describe your chosen location and its significance for foot traffic, accessibility and target audience reach.

Then, take the opportunity to detail the interior design, layout and ambiance of your coffee shop to create a welcoming atmosphere. Next be sure to list the equipment needed for brewing, food preparation and service. Ensure it aligns with your menu and production capacity. Finally define the roles and responsibilities of your staff, from baristas to managers, and outline their qualifications and training needs.

05. Marketing and advertising strategies

The marketing and advertising portion of your business plan outlines your strategies for promoting your coffee shop and attracting customers. Depending on your target audience and brand positioning for this type of business , consider a mix of traditional and digital marketing methods. This means using social media platforms like Instagram, Facebook and Twitter to showcase your coffee creations, engage with customers and share your coffee shop's story. Collaborate with influencers, local organizations or other businesses to expand your reach and tap into new customer segments.

Additionally, you can choose to participate in community events, farmers' markets and collaborations with other local businesses to increase your visibility. Also consider implementing loyalty programs that reward repeat customers and incentivize them to visit regularly.

You’ll need to develop a suite of brand assets to use in your marketing as well, starting with a company logo. You can use a free logo maker to get a professional design in minutes.

Learn more: How to make a website

06. Financial plan

The cost to start a coffee shop business can range from $50,000 for a mobile operation to over $400,000 for a brick-and-mortar location with booth seating and a drive-thru. This hefty expense is just another reason why a financial plan is so important.

The financial plan is the backbone of your coffee shop business plan. It outlines your startup costs, operating expenses, revenue projections and funding strategy. Investors and lenders will closely scrutinize this section to assess the viability of your coffee shop venture, so remember to do the following:

Detail the initial investment required for equipment, interior design, licenses and permits

Estimate ongoing costs such as rent, utilities, supplies and salaries

Provide realistic revenue forecasts based on your expected capacity and customer traffic

Specify how you plan to secure funding

Highlight when you anticipate reaching profitability and generating positive cash flow

By meticulously planning your finances, you demonstrate a solid understanding of the financial aspects of your coffee shop business and showcase its potential for success.

steps to developing a business plan

Coffee shop business plan examples

Below we’ve put together business plan templates for two hypothetical coffee shop businesses, including all the sections discussed in our previous how-to steps.

Coffee shop business plan template 1: Coffee Haven Café

Coffee Haven Café is a charming coffee shop dedicated to delivering a premium coffee experience in a cozy and inviting setting. Our unique blends, ethically sourced beans and commitment to sustainability set us apart in a competitive market. By fostering community engagement and partnering with local artists, we aim to become a cultural hub that brings people together over exceptional coffee. Through strategic marketing efforts and a strong online presence, we project profitability within 18 months.

Company and domain name

Company name: Coffee Haven Café

Domain name: www.coffeehavencafe.com

Our marketing analysis revealed a growing demand for specialty coffee in our target location. We've identified key competitors and highlighted their strengths and weaknesses. Our target audience consists of young professionals and students who value quality and ambiance. By understanding these dynamics, we can tailor our offerings and marketing strategies effectively.

Location: Centrally located in a busy commercial area with high foot traffic

Premises: Rustic and inviting interior design that promotes relaxation and conversation

Equipment: High-quality espresso machines, grinders, brewing equipment and display cases for baked goods

Staffing: Experienced baristas, friendly waitstaff and a dedicated manager to oversee operations

Social media: Engage customers through Instagram, Facebook and X with enticing coffee shots and behind-the-scenes content

Local events: Participate in local festivals, art exhibitions and collaborate with nearby businesses for cross-promotions

Content marketing: Regular blog posts on coffee trends, brewing tips and spotlight features on local artists

Loyalty programs: Offer a loyalty card program with rewards for frequent visitors

Partnerships: Collaborate with nearby bookstores for reading sessions and local influencers for social media endorsements

Startup costs: $70,000 for equipment, furnishings, licenses and initial inventory

Operating expenses: Estimated monthly costs of $12,000 covering rent, utilities, supplies and staff salaries

Revenue projections: Projected revenue of $300,000 in the first year, growing to $450,000 in the second year

Funding strategy: Initial funding from personal savings and a small business loan from a local bank

Profitability timeline: Aim to achieve profitability within 18 months of operation

Coffee shop business plan template 2: Brew & Gather Coffee House

Brew & Gather Coffee House is a community-focused coffee shop aiming to create a warm and inclusive space for coffee enthusiasts. Our commitment to locally sourced ingredients and artisanal brewing techniques sets us apart. By fostering partnerships with neighboring businesses and hosting regular events, we aim to become a staple in the neighborhood. Our projected financials indicate profitability within the first two years.

Company name: Brew & Gather Coffee House

Domain name: www.brewandgathercoffee.com

Through extensive market research, we've identified an opportunity to serve a diverse community seeking an authentic and welcoming coffee experience. We've assessed competitors' offerings and identified an untapped niche. Understanding our target audience's preferences and values will guide our menu and marketing strategies.

Location: Situated near a local park, providing an oasis for relaxation and community gatherings

Premises: Modern yet cozy interior design with flexible seating arrangements to accommodate groups and individuals

Equipment: State-of-the-art espresso machines, pour-over stations and an open bakery display

Staffing: A blend of skilled baristas, friendly hosts and a community engagement coordinator

Social media: Utilize Instagram and TikTok to showcase brewing techniques, share customer stories and host virtual coffee-tasting sessions.

Local events: Host open mic nights, book clubs and workshops to engage the community.

Content marketing: Publish a monthly newsletter featuring coffee culture insights, staff spotlights and local partnerships.

Loyalty programs: Introduce a tiered membership program offering exclusive discounts and early access to events.

Partnerships: Collaborate with local farmers, artisans and musicians to create a truly immersive community experience.

Startup costs: $100,000 for leasehold improvements, equipment, permits and initial inventory

Operating expenses: Projected monthly expenses of $15,000, covering rent, utilities, wages and supplies

Revenue projections: Anticipate revenue of $350,000 in the first year, with a 15% increase in the second year

Funding strategy: Initial investment from personal savings and a crowdfunding campaign targeting the local community

Profitability timeline: Aim to reach profitability within the first two years of operation

How profitable is a coffee shop?

The profitability of a coffee shop can vary depending on a number of factors, including location, business model and marketing strategy. However, in general, coffee shops can be quite profitable.

According to a report by IBISWorld, the average profit margin for coffee shops is 8.33%. This means that for every $100 in revenue, coffee shops generate $8.33 in profit.

Some coffee shops are even more profitable. For example, coffee shops located in high-traffic areas, such as airports and office buildings, can generate profit margins of up to 15%. And coffee shops that sell specialty coffee drinks and food items can also generate higher profit margins.

Here are some tips for increasing the profitability of your coffee shop:

Choose a good location. A good location is essential for success. Look for a location that is convenient for potential customers and has high visibility.

Offer a unique selling proposition. What makes your coffee shop different from others? What can you offer that your competitors cannot?

Provide excellent customer service. This is essential for building a loyal customer base. Make sure your staff is friendly and knowledgeable, and that they are always willing to go the extra mile for your customers.

Market your coffee shop effectively. Let potential customers know about your coffee shop and the unique offerings you have. You can do this through online marketing, social media and word-of-mouth.

Control your costs. Coffee shops have high costs, so it's important to control your costs as much as possible. This means negotiating good deals with your suppliers, managing your inventory carefully and keeping your labor costs under control.

Why do coffee shops fail?

There are a number of reasons why coffee shops fail. Some of the most common reasons include:

Poor location: A coffee shop in a bad location won't attract enough customers to be successful. Coffee shops need to be located in areas with high foot traffic, such as near office buildings, universities and parks.

High overhead costs: Coffee shops have high overhead costs, such as rent, utilities and labor. If a coffee shop can't generate enough revenue to cover its overhead costs, it will eventually fail.

Poor management: Poor management can lead to a number of problems, such as low customer satisfaction, high employee turnover and financial difficulties. Coffee shop owners need to have a strong business plan and be able to manage their finances effectively.

Lack of marketing: Coffee shops need to market themselves effectively to attract new customers and keep existing customers coming back. Coffee shop owners need to develop a marketing plan and budget, and they need to track their results to see what is working and what is not.

Competition: The coffee shop industry is very competitive. Coffee shops need to offer something unique to stand out from the competition.

Coffee shop business plan FAQ

How do you start a coffee shop business plan.

To start a coffee shop business plan, you need to consider the following factors:

Location: Choose a location that is convenient for potential customers and has high visibility.

Target market: Identify your target market and tailor your business plan to their needs and preferences.

Menu: Develop a menu that includes a variety of coffee drinks and food items that will appeal to your target market.

Pricing: Set prices that are competitive and generate a sufficient profit margin.

Operating costs: Estimate your operating costs, such as rent, utilities, labor and inventory.

Marketing: Develop a marketing plan to reach your target market and generate awareness of your coffee shop.

How many cups of coffee does a coffee shop sell per day?

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The Ultimate Coffee Shop Business Plan and Template

The Ultimate Coffee Shop Business Plan and Template

Coffee Shop Marketing Ideas to Supercharge Your Business

If you are looking to write a coffee shop business plan, you have come to the right place.

A coffee shop business plan is an essential tool for coffee shop owners or people who want to open a coffee shop. A business plan will help you plan your strategy for success and act as a guide as you look to build your coffee shop.

In this article, we’ll look at why you should write a business plan for your coffee shop or cafe, as well as provide you with a sample and a template that contains inspiration for the things you should include in your coffee shop business plan.

Table of Contents

  • 1 Why Write a Coffee Shop Business Plan?
  • 2.1 Executive Summary
  • 2.2 Company Overview
  • 2.3 Market and Customer Analysis
  • 2.4 Sales and Marketing Plan
  • 2.5 Management Team
  • 2.6 Financial Plan
  • 3 Wrapping Up

Why Write a Coffee Shop Business Plan?

Latte on a Table

The basic idea behind a coffee shop is simple. The business needs to sell enough coffee products to cover costs and make a profit. However, many variables will define whether your business is successful.

A coffee shop business plan will help you plan a strategy for success. It will consider factors such as opportunities, risks, and how you will market yourself . By having a good idea of this before you start a coffee shop, you will be better placed to overcome or avoid any difficulties.

Here are some examples of how a business plan could help iron out any difficulties:

  • While creating the market analysis section, you may decide that competition is too intense. If this is the case, you could look for a new area with fewer competitors or find a way to make your coffee shop business stand out.
  • By creating a marketing plan before you open, you can put yourself in an excellent position to make sales from the moment you start a coffee shop.
  • By creating cash flow projections, you will be able to spot any potential financial issues well before they come to light, preventing cash flow problems.

Without a business plan, you would either not know about the potential difficulties listed above, or you would be aware of them but lacking any defined strategy for overcoming them. By creating a coffee shop business plan, you can tackle issues with a clearer head.

Business plans are also essential documents if you plan to apply for funding for your coffee shop.

You’ll likely need to submit the business plan to the bank when applying for a loan, or to investors when applying for equity funding. Having a well-thought-out business plan shows you have done your market research and analyzed your idea which helps give investors an overview of the risks and potential rewards of investing.

If you are going to use your business plan to apply for funding, you’ll need to go into a little more detail about the financials of your business. This will include your income and expenses and you’ll also need to include a section that discusses how you will use the money you’re raising.

Coffee Shop Business Plan Template

Trendy Coffee Shop

A Google search will reveal differences when it comes to the exact sections you should include in your coffee shop business plan.

Nonetheless, a coffee shop business plan template will include the sections listed below. In this part of the article, we’ll go through a coffee shop business plan template and discuss what you should include in each section.

Executive Summary

The executive summary is a short overview of your coffee shop business plan. It should include all the important details about your business. When deciding what to include, think about what you would want someone to see if they told you they would only read this one section of your plan.

Open your executive summary with a statement about what your coffee shop business is all about. Talk about what it will offer that is unique and mention why you think it will be successful. Is it the only coffee house in town, for example?

Coffee shop name: AI Coffee Shop

Executive Summary:

AI Coffee will serve high-quality coffee to office workers and business people who work nearby. We will sell espresso-based drinks with a focus on providing quality at speed. We will sell coffee to take away as well as to eat in, with an indoor seating area with space for 25 customers in our coffee shop.

While there are other coffee shops in the area, we believe that there is demand for more — especially ones that focus on a high-quality product. We will also provide a light lunch menu and pastries that we believe will differentiate us from other coffee shops in the area. 

Company Overview

Barista Holding Latte

In the company overview section, you should include practical details about your coffee shop business. This will include:

  • The structure and ownership of your coffee shop
  • The staff you plan to hire and what you will pay them
  • Your company’s mission statement, and startup expenses

While this may seem like a lot of work, the good news is this also serves as a way to kill two birds with one stone. As you flesh out your company’s goals & vision statements, it’s important to track this information in an internal wiki . Not only will this help your business stay true to its course, but it can also serve as a great resource for your staff.

AI Coffee will be a privately held company owned entirely by Mr Smith, who will also manage the coffee shop. We will hire two full-time employees with at least two years of barista experience, as well as four part-time employees to help during busy periods.

Startup costs for the coffee shop will be $70,000, which will be spent on rent, renovations, and purchasing equipment. The owner has put up half the money and has borrowed half from a bank. Based on annual sales of $160,000 and after costs and wages, we expect to be profitable within the second year. 

Market and Customer Analysis

In the market analysis section, you should include details about the local market. This can include information on competitors, such as other coffee shops or any fast-food joints, restaurants, or bars that you think will be competing for your coffee shop’s money.

You should also outline what makes your coffee shop business unique and why you think it can be successful despite the competition. You can also include wider information about the coffee industry.

In the customer analysis section, you need to include information about your target market. Include details on who they are and why you think they will like your coffee shop, with metrics where possible. If you performed market research before starting your coffee shop business plan, include that here.

Market Analysis

The coffee industry is expected to keep growing between 2020 and 2024 in the U.S. Research suggests that coffee is one of the most consumed beverages in the country, with the average person drinking two cups per day. We believe that this growth, plus the high volume of coffee people drink each day, makes opening a coffee shop a good business opportunity . 

Competitor Analysis

AI Coffee will be located in a vibrant district that is seeing offices open up and new companies move in. There are currently two other coffee shop competitors in the immediate area, but we believe there is room for more.

Our shop’s main advantages are that it is closer to a new office building than the other shops. We also plan to differentiate ourselves by offering a small lunch menu, unlike any of the existing coffee shops, as well as various customer loyalty schemes . 

Customer Analysis

The location of the coffee shop has high footfall, especially before and after work and during lunchtimes. The area has a high proportion of local professionals who can afford to spend money on coffee and other drinks. 

The office blocks in the immediate vicinity are home to around 2,500 people. There are also other buildings being developed nearby. The location is also close to shopping and entertainment districts. We expect to receive significant revenue from passersby, who will keep us busy during the day. 

Sales and Marketing Plan

Business Plan Doc

Before you start a coffee shop, you should have a clear idea of what your business’s sales strategy will be.

Your sales strategy contains practical details on how you will handle sales. You should also include sales forecasts and how you have come up with these forecasts. In this section, you should include information about the products you will sell and your pricing strategy.

Your marketing plan will discuss the strategies you will use to get customers through the door. Discuss your budget and expected returns on investment. If you have a particularly complex marketing plan, you may want to create a separate document for this and only include the highlights in your business plan.

AI Coffee will open from 7.30 a.m. until 7.30 p.m. seven days a week. We expect the hours immediately before and after office hours, as well as between 12 p.m. and 1 p.m., to be the busiest of the day, with much of our sales being to take out. 

We will use a commercial espresso machine and we expect to be able to produce up to a maximum of 70 cups of coffee per hour, which should be sufficient during busy times. 

We will sell our espresso-based drinks and tea at between $3 and $6, depending on the drink and the size. We will sell pastries at between $2 and $5, as well as light meals at between $7 and $12. These meals will be packaged so customers can either eat them on-site or take them away. 

We expect to generate around $730 per day from food and drink sales. 

Marketing Plan

We will market our coffee shop to customers in the nearby area through display marketing in relevant locations. We will also use social media marketing to target people nearby, and we will connect with people through our social media accounts. We will use these accounts to keep customers updated with new menu items as well as offers and discounts. 

We will also create a website and an app, which we will use to run a customer loyalty scheme . We will provide the option to order coffee through the app and pick it up at the shop. We think this will appeal to busy professionals. 

Our marketing will focus on the quality of the coffee we sell, as well as the benefits of our shop to office workers ( in-app ordering ). During the week after we open, we will offer substantial discounts on coffee to attract people to our business. This offer will be central to our marketing during this period. 

We will encourage repeat customers using a loyalty scheme that will give them a free cup of coffee when they buy eight drinks.

Our marketing budget will be $500 in the first two months, but we will cut this down to around $350 a month after that. 

Operating Plan

Barista Making Latte

The operating plan will include details of how you will run your coffee shop. This will include costs, as well as specifics about things like opening times, food and drink production, prices, and more.

It will also allow you to spot any potential conflicts. For example, if you plan to serve 150 office workers between 7:30 a.m. and 9 a.m., can you do it with only two members of staff or would you be better off hiring another employee?

You can also use this section to explain any licenses or certifications you need to get before you open your shop, as well as how you will train employees.

We will open from 7:30 a.m. to 7.30 p.m. We will always have at least three staff members in place to take care of making coffee, process sales, and keep the coffee shop tidy.

We will buy our coffee wholesale from a supplier that specializes in high-quality coffee. This coffee will cost $40 per five-pound bag. We will keep enough coffee in stock to last for at least one week. 

In terms of equipment, we will use a commercial grinder to grind beans before making each cup. 

We will buy pastries and light meals from a local supplier who will also take care of the packaging. We will receive a daily delivery at 7 a.m., thirty minutes before the shop opens. 

We will thoroughly clean up the shop after closing to ensure it is ready for the following day. We will build HACCP processes to stay compliant with food safety regulations. All members of staff will receive training so they know about these processes.

Management Team

In the management team section, you should include who the business owners are and who will manage your coffee shop. You should write about any experience or qualifications they have that will help make them successful.

If the owners won’t be managing the coffee shop, you should include details about who will take care of the day-to-day running of the business. In this section, include how much you will be paying each of the management team as well as how any profits will be shared amongst the owners.

The owner will also manage the coffee shop. The owner has over ten years’ experience working in coffee shops, including six years in various management positions. AI Coffee will also hire two full-time employees. These employees will have at least two years’ experience working in a coffee shop. We will pay each full-time employee $22,000 a year.

We will also hire four part-time employees with or without experience to work at weekends and provide cover during the week. We will pay these employees $10 an hour. 

Financial Plan

The final section of the coffee shop business plan is the financial plan. Here you need to go into detail about how your business will be financially successful.

Include operating costs (this includes the cost of equipment), loan repayments, cash flow and expected revenue (in the first year, especially). Also, include a balance sheet analysis that shows how much revenue you need to take in to become a profitable coffee business.

In this section, we will explain our financial plan, including costs, expected sales, and profit. We will also include a balance sheet. We believe this plan accurately illustrates why AI Coffee will be financially successful. 

ADD FINANCIALS 

Wrapping Up

That’s all for our coffee shop business plan guide. We hope that this has equipped you with enough knowledge on how to start a coffee shop and will help you with your business planning.

To find out more about getting a business up and running, check out our guides to writing a business proposal in 2019 and writing a small business marketing plan.

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Coffee Shop Business Plan Template

If you want to start a coffee shop business or expand your current one, you need a business plan.

Over the past 20+ years, our coffee shop business plan template has helped over 7,000 entrepreneurs and business owners create business plans to start and grow their coffee shops.

Below is an example coffee shop business plan template that will help you write your own coffee shop business plan:

2. Company Overview – Your company overview should include a detailed explanation of the company’s concept, location, products/services offered, customer profile and market size.

3. Industry Analysis – This section involves researching various aspects of the coffee industry such as its size, competitive environment, key players and trends.

4. Customer Analysis – The customer analysis should include a description of your target audience, their needs and how you plan to attract and retain these customers.

5. Competitive Analysis – This should include a description of your competitors, their strengths and weaknesses and how you plan to compete with them.

6. Marketing Plan – Your marketing plan should outline the strategies and tactics for achieving your specific marketing objectives.

7. Operations Plan – This should outline the day-to-day operations of the business, its personnel structure, hierarchy and supplier relationships.

8. Management Team – This section should include a description of the key players in the company, their skills and responsibilities.

9. Financial Plan – The Financial Plan should include your businesses’ financial statements and funding requirements.

Next Section: Executive Summary >

Coffee Shop Business Plan FAQs

  • What Is the Easiest Way to Complete My Coffee Shop Business Plan?
  • Growthink’s Ultimate Coffee Shop Business Plan Template allows you to quickly and easily complete your business plan.
  • Where Can I Download a Sample Coffee Shop Business Plan PDF?
  • You can download our coffee shop business plan PDF template here. This is a coffee shop business plan example that you can use in PDF format.
  • What Is a Coffee Shop Business Plan?
  • Why Do You Need a Business Plan for a Coffee Shop?

1. A business plan sets a clear direction: Perhaps the most significant benefit of having a business plan is that it gives you a clear direction and purpose. It outlines your goals and objectives, how you plan to achieve them, and the timeline and resources required. A well-written business plan also clarifies your target audience and helps you understand their needs and preferences. With a solid business plan, you’ll have a better idea of where to focus your efforts and resources, which can save you time, money, and frustration.

2. Helps secure funding: Opening a coffee shop requires a significant investment in equipment, inventory, rent, and staffing, among other expenses. To secure funding from investors or lenders, a business plan is essential. It demonstrates your knowledge of the industry and market trends, your marketing strategy, financial projections, and how you plan to mitigate risks. A well-thought-out business plan can help convince potential investors that you have a viable idea and are a good investment.

3. Provides a roadmap for growth: A business plan is not just for starting your coffee shop; it’s also essential for long-term success. It’s a roadmap that can help you navigate the ups and downs of running a business. A good plan should contain measurable goals that you can track and adjust as needed. It should also have contingency plans if things don’t go as expected. As your coffee shop grows and evolves, refer to your business plan to ensure that you stay on track and adapt to changing market conditions.

4. Attracts and retains employees: In addition to investors and lenders, your business plan can also help attract and retain employees. A clear business plan shows potential employees what your vision is and what you want to achieve. It also shows them how they can contribute to your success and how you plan to reward them for their efforts.

5. Enhances credibility and professionalism: Finally, a business plan can enhance your credibility and professionalism. It shows that you have thought through your ideas and have a clear plan for how to execute them. This level of detail and preparation can go a long way in building trust with potential investors, lenders, employees, and customers. A well-written business plan can also make you stand out from your competition by demonstrating your attention to detail, industry knowledge, and commitment to success.

  • What Are the Sources of Funding for a Coffee Shop?
  • The main sources of funding for a coffee shop are bank loans and angel investors. With regards to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to confirm that your financials are reasonable. But they will want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business and ultimately help you secure funding.

COFFEE SHOP BUSINESS PLAN OUTLINE

  • Coffee Shop Business Plan Home
  • 1. Executive Summary
  • 2. Company Overview
  • 3. Industry Analysis
  • 4. Customer Analysis
  • 5. Competitive Analysis
  • 6. Marketing Plan
  • 7. Operations Plan
  • 8. Management Team
  • 9. Financial Plan
  • 10. Appendix

Start Your Coffee Shop Plan Here

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coffee shop start up business plan

How To Write Your Coffee Shop Business Plan

How to write a coffee shop business plan.

How to write your coffee shop business plan

Business Plan for Coffee Shops Series

A coffee shop owner smiles at her customer after writing a coffee shop business plan.

Your business plan will serve as your road map that guides your thoughts and ideas into one detailed action plan. 

If you dream about opening a coffee business, you have many unique options to choose from. The ideas are nearly endless, from setting up a drive-thru coffee stand to opening a mobile coffee truck to buying an existing coffee shop!

After you settle on a feasible coffee shop concept , you will have no shortage of items on your to-do list.

Once you decide on your coffee business concept, the first thing to do is get your game plan together. One way to ensure you do everything right (and not miss anything) is to write a thorough coffee shop business plan .

Writing a business plan may seem daunting or tedious – but it doesn't have to be! Putting together your vision can be fun and exciting and an opportunity to showcase your ideas.

In today's post, we will discuss the benefits of a business plan, what's inside, and how to write your coffee shop business plan. Finally, we will answer common questions about a business plan impacting your success as you start your coffee business .

coffee shop start up business plan

Is a Coffee Shop Business Plan Necessary?

Why write a coffee shop business plan.

a coffee shop owner serves customers after writing a business plan.

Writing a business plan is often a necessity because three essential stakeholders require it:

  • You (the owner)
  • Potential Investors
  • Property Managers

As the coffee shop owner, you must fully understand your vision, mission, and business path to success.

On the other hand, your investors (your partners, private lenders, or banks) will often require seeing a business plan, including your concept, startup budget, costs, financial projections, location, management team, and other essential items.

Your financials – your overall budget (startup and operational) and pro forma financial docs are essential to your business plan. Banking institutions will assess this to see if your coffee business is viable.

Additionally, property managers will likely require a business plan before considering your business for their retail space. Property managers or owners must fully understand the type of business occupying their space. They want to know what is being sold, how it's being sold, and whether they are allowing a sustainable business on their premises.

A business plan is needed by:

  • Money lenders
  • Property managers
  • You (The owner)

Benefits of Putting Together a Plan

Reasons to Write a Coffee Shop Business Plan

Business plans can effectively bring your thoughts and ideas in sync with your vision, budget, and other elements, resulting in a successful coffee shop business.

Writing a coffee shop business plan also has other benefits. 

Let's discuss the benefits below:

  • A business plan increases the chances of success. 
  • It propels you to develop a budget and stick to it (likely saving you money).
  • Business plans help keep you (and your team) organized.
  • Ensures nothing gets left behind.

Increases Your Chances of Success

Writing a business plan reduces the possibility of failure. It increases the chances of your coffee shop's success by forcing you to think through every aspect of your business before starting and spending any money. As many have found out in other important business projects, “winging it” isn't a strategy for success.  

Planning everything and writing it down in an “organic document” allows you to see where your strengths and weaknesses are – and address them. Having a cohesive plan can make a difference in achieving the desired results.

A Plan Will Save You Money 

When you start a coffee business, exceeding your original budget estimates is very easy. A business plan can help significantly reduce your costs and avoid big mistakes. This is because you'll know exactly what is needed, how much it will cost, and where it fits into your planning.

As you develop and write your business plan, you can look at the overall costs, develop a budget around your vision, and see what adaptations you need to make to ensure enough funding and a realistic outcome.

If you want to launch a coffee shop on a shoestring budget, the more you plan often equals saving more.

A Plan Will Keep You Organized

Keeping yourself organized will not only save you time and money but will also reduce your organizational headaches.

Knowing what you need (and don't need) based on your vision will help keep you on pace to finish within your established budget and timeframe.

There are often so many steps to be mindful of when starting a coffee shop that it would be nearly impossible to effectively manage every business detail without writing them down.

Ensures Nothing Gets Left Behind

Even if you have opened a business before, you know that many elements must be addressed before moving forward with the implementation process.

Necessary steps that can be easily left out or neglected can cause headaches and tremendous costs (in lost time and money) as you move forward. A coffee shop business plan ensures that all the essential parts of your business are addressed.

Details Your Budget

When you start a coffee shop, people love to first think about where they will get their coffee beans, equipment, and other menu items. These are extremely important, and they deserve the attention to plan. However, the less money you have, the more emphasis you should put on planning.

For some, figuring out a coffee shop's budgetary needs may be a significant hurdle because you may be unfamiliar with them.  However, taking the time to flesh out your budget, costs, and the money needed to open your coffee shop will provide you with tremendous insight into how your coffee business will function.

A coffee shop owner pours a latte.

Business Plan: Your Budget and Cost Estimates

One of the most challenging parts of a business is developing your costs, budget, and estimates. We've written extensively on developing a coffee shop budget; you may find some of the articles below helpful.

  • How to Start a Coffee Shop Budget
  • How to Start a Low-Cost Coffee Shop
  • Coffee Shop Funding Mix
  • How to Prepare for a Coffee Shop Business Loan
  • How to Determine the Cost of Selling 100 Coffees

Writing Your Business Plan Takes Time. A well-written coffee shop business plan will take time to write. Give yourself time to research and think through some of the decisions you will have to make.

My recommendation: You may want to write your business plan in chunks. The great thing about a business plan is that it's broken down into sections. Take a section you're thinking about, plan, and articulate your thoughts and actions. If you hit a temporary wall, go to the next section or get help.

Key Sections of Your Coffee Shop Business Plan:

The Executive Summary

Your Business Structure

Coffee Shop Financials

Unique Selling Proposition

Coffee Shop Startup Costs

Business Plan Description

Coffee shop business plan sections:.

barista serves a latte

Write a Coffee Shop Business Plan

Where do you start.

a barista brews coffee on a chemex after writing her business plan.

So, where and how do you start writing your plan?

First, you don't have to tackle each section in order. For example, the executive summary, which always comes first in a business plan, is often written last.

I would start writing your coffee shop business plan with the business description and concept. Second, I would develop an understanding of your target market and build your coffee shop menu around them. Third, I would write about the coffee equipment that I would need and the costs. Fourth, I would develop your coffee branding section. And then, I would start working on my coffee shop budget and cost breakdown.

This is my personal preference in writing business plans for coffee shops. However, you may have different methods. Whichever way works best for you and allows you to thoroughly plan and understand your coffee business is the one you should use.

Start Your Business Plan Writing With The Following:

  • Develop your business concept (Describes Your Concept)
  • Describe your target market
  • Build your menu for your target customer.
  • Detail your coffee equipment
  • Create a coffee shop budget
  • Develop a coffee shop funding mix
  • Estimate revenue projections

Once you've settled on these business plan subjects, you can develop and write the rest of your business plan. Everything from your coffee shop branding, management, and barista training .

2024 Coffee Shop Business Plan Template

Writing a business plan can be challenging. Understanding each section and what should be discussed can seem daunting.

That's why we created an easy-to-use coffee shop business plan template for you. This free template details every business plan section and describes what should be in every section.

Our coffee shop business plan template (MS Word Format) is guaranteed to save you hours in research and conveniently allows you to fill in each section.

Trending Articles on Coffee Shop Startups:

Questions & Answers

Related Questions:

Is a business plan required for my coffee shop business.

No governmental agency requires a business plan, and it is not a coffee shop requirement . However, if you plan on borrowing money from a bank or renting a commercial space, those stakeholders may require a written business plan for their due diligence.

Do I need a business degree or be a lawyer to write a coffee shop business plan?

Fortunately, the simple answer is NO.

Writing a business plan is simply about getting your business thoughts down on paper in a structured and comprehensive way. In my opinion, hiring a lawyer to write out your coffee business concept may be overkill.

Now, you may decide to have a lawyer or business consultant review aspects of your coffee shop business plan – along with your property lease, trademarks, etc. I would highly discourage you from delegating the writing of your business plan to someone who doesn't know you or the business. 

Is a coffee shop business plan different from a “traditional” business plan?

Different businesses often require slightly different or modified business plans. A “coffee shop business plan” is unique from other business plans.

For example, having a business plan for a tech startup or manufacturing company will generally emphasize other key business areas when comparing them to a coffee shop business plan. Each requires a different emphasis because the audience will be different. Specifically, if your job is to create a kid-friendly coffee shop or a wine and coffee bar , you'll want something specific to that niche rather than a general business plan.

How Do I Use a Business Plan?

Your coffee shop business plan is a live and organic document.

In other words, your business plan will continuously change, evolve, and grow with you and your coffee business. Therefore, нour business plan will always change, adapt, and need to be modified.

Of course, we assume you will write your business plan using a computer and print it out. We recommend that you provide plenty of space in the margins to make edits, make additions, and eventually make changes on the computer.

Remember that your coffee shop business plan – is precisely that – a plan. A plan will change as your business changes – so having the ability to print out a physical copy, scribble notes, and cross out irrelevant information is vital as you move forward. For example, as your coffee shop budget and concept evolve, so will your business plan. 

We recommend keeping your business plan light enough for you to carry anywhere. Please place it in a thin 3-ring binder or keep it stapled but near you all the time.

a barista pulls an espresso shot.

Frequently Asked Questions:

Should i pay someone to write my coffee shop business plan for me.

I strongly recommend against this. People often consider having someone else write their business plan a good thing. But why waste the money on someone else thinking for you? While you may seek the help of someone reviewing elements of your plan, such as your coffee brand, coffee budget, and coffee shop location , the important decisions should be made by you.

Why you should write your business plan:

Your coffee business concept will emerge from your thoughts and ideas. Therefore, you're the best person to capture these ideas on paper.

A business plan will also help stimulate these mental muscles you may haven't used in a long time.

You will need this thought stimulation to execute your plan entirely and thoroughly. Most importantly, writing your business plan gives you a sense of real business ownership. After all, it's your business and should be your plan.

What Happens If I Don't Have a Business Plan?

Have you ever taken a long road trip without a proper map? You know it's probably not a good idea since you won't be sure where you'll end up going.

Sooner or later, not planning your trip and not having the tools you need to reach your destination will increase your expenses, frustrate you, and possibly lead you to failure.

Yet, while developing your business plan will take some work, it will help you get started confidently.

How Long Does a Business Plan Have To Be?

A coffee shop business plan can be as long as you want. Don't think of your business plan as a school assignment that needs to be turned in to your business teacher.

The length of your business plan depends on your coffee shop's complexity. Still, once completed, a thorough business plan can range from 15 to 60 pages (occasionally more, depending on the business's scope).

We recommend always using headings, subheadings, and spaces between paragraphs and sections when constructing your business plan.

A coffee shop business plan has several main sections. While there is no “right” order or structure for your typical business plan, they often include everything from your mission statement to the coffee shop equipment needed to your financial position, projections, and estimates.

Is there an easy way to start a coffee shop business plan?

Our Complete Coffee Shop Startup Kit contains a free business plan template for you to get started. All you have to do is fill it out and print our Coffee Shop Business Plan template, and you'll be ready to go!

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Based in Seattle, Washington, USA, Coffee Shop Startups is dedicated to providing you with the most relevant information on how to start a coffee shop business successfully.

Over the last 10+ years , we’ve helped thousands of aspiring coffee business owners worldwide. We harness the experience, wisdom, and knowledge of many successful coffee shop owners to help you increase your chances of success and profits.

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Brewing Your Dream: A Step-by-Step Guide to Opening a Coffee Shop

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How to Start a Coffee Shop in 2024

Richard Laviña, CPA

April 22, 2024

coffee shop start up business plan

Drive around your town, and you'll notice something: coffee shops, everywhere. The competition may be fierce, but this industry isn't slowing down . If you've ever dreamed of owning a cozy cafe filled with the aroma of freshly brewed coffee, now might be the perfect time to make it a reality.

Coffee shop owners play a key role in shaping their establishments' identities. This article will walk you through the steps for launching your own cafe in 2024, from securing funding and selecting equipment to crafting a winning marketing plan and ensuring a smooth opening day.

coffee shop start up business plan

Understanding the Basics of Starting a Coffee Shop

Steps to open a coffee shop.

  • Determine your passion and commitment to opening a coffee shop . Understand the market demand for coffee shops in the area and assess your own readiness to start a cafe.
  • Assess your financial situation and explore funding options such as personal savings, investments, loans, or partnerships. Research small business loans and grants that may be available for new entrepreneurs.
  • Understand the typical startup costs of getting your coffee shop, including equipment, inventory, permits, and marketing expenses. Create a detailed budget to guide your financial planning.
  • Make sure you choose a suitable location for your coffee shop. Consider factors such as foot traffic, visibility, parking, and proximity to other businesses. Negotiate lease terms that align with your budget and long-term business goals.
  • Compile a list of all the necessary equipment and supplies to start your coffee shop, such as espresso machines, grinders, furniture, and POS systems. Obtain quotes from suppliers to estimate your startup costs accurately.
  • Register your business, obtain necessary licenses and permits, and set up accounting and inventory systems. Develop a business plan outlining your goals, target market, competitive analysis, and marketing strategies.
  • Design a welcoming and comfortable ambiance for your coffee shop that reflects your brand and appeals to your target demographic. Train your staff to provide excellent customer service and ensure consistency in product quality.
  • Determine your pricing strategy based on ingredient costs, competitor prices, and perceived value. Strike a balance between profitability and affordability to attract and retain customers.
  • Explore options for implementing online ordering and delivery services to cater to customers' preferences for convenience and accessibility. Invest in a user-friendly website or mobile app to streamline the ordering process.
  • Continuously monitor and evaluate your coffee shop's performance and customer feedback. Adapt your strategies as needed to address challenges and capitalize on growth opportunities.

Writing a Coffee Shop Business Plan

Outline your funding needs and potential sources, such as business loans, to cover startup costs. Analyze the market and location of your coffee shop , identifying competitors and target demographics.

Define your unique selling points, whether it's gourmet coffee, a cozy ambiance, or innovative menu offerings. Develop a pricing strategy that balances profitability with customer satisfaction.

To run a successful coffee shop, incorporate plans for operations, marketing, and staffing. Ensure your business plan reflects your vision for the perfect coffee shop experience.

Identifying Startup Costs for Your Coffee Shop

You'll need to account for equipment purchases, lease or rental costs for your commercial space, initial inventory, permits and licenses, marketing and advertising expenses, and staffing costs. Also, consider one-time costs like renovation or build-out expenses for your coffee shop space.

Equipment and Supplies:

  • Espresso Machine (Commercial Grade): $5,000 to $20,000
  • Grinders: $2,000 to $5,000
  • Coffee Brewers (Batch and pour over): $500 to $5,000
  • Refrigerators and Freezers: $2,000 to $10,000
  • Milk Frothers: $500 to $2,000
  • Point-of-Sale System: $2,000 to $5,000
  • Furniture (Tables, Chairs, Sofas): $5,000 to $20,000
  • Dishes, cups, utensils, and other disposables: $1,000 to $5,000
  • Initial Coffee Inventory: $1,000 to $3,000  (depending on bean quality and variety)
  • Syrups, milk alternatives, flavorings: $500 to $2,000

Other Startup Costs:

  • Rent (several months' deposit): Varies depending on location and size
  • Permits and Licenses: $1,000 to $5,000
  • Insurance: $2,000 to $5,000  per year (estimated)
  • Renovations and build-out (if needed): Varies depending on space condition
  • Signage: $1,000 to $5,000
  • Marketing and Promotion: $1,000 to $5,000

Further Reading: How to Write a Coffee Shop Business Plan In 2024

Legal requirements and documentation, obtaining licenses and permits for your coffee shop.

Obtaining licenses and permits for your new coffee shop to ensure compliance with local regulations and legal requirements. You'll likely need permits for health and safety, food handling, signage, and possibly alcohol if you plan to serve it.

You may also need to obtain a business license and register your business with the appropriate authorities. During the planning phase of your coffee shop startup, take the time to consider all necessary permits and licenses.

Setting Up a POS System for Efficient Operations

A POS system (like Toast POS) can be a valuable investment for independent coffee shops. These systems can improve efficiency and customer experience by:

  • Streamlining Transactions: Ring up sales quickly and minimize wait times, keeping customers happy.
  • Inventory Management : Track coffee bean stock, identify low inventory, and optimize ordering to reduce waste.
  • Data & Insights: Use valuable data on sales trends and customer preferences to inform strategic decisions, such as menu adjustments or pricing strategies.

Choosing the Right Location for Your Coffee Shop

Factors to consider in finding the ideal coffee shop location.

  • Foot traffic and visibility of potential locations
  • Alignment with target market and business goals
  • Demographic of the area
  • Presence of competitors
  • Accessibility and parking availability for customers
  • Cost of rent and necessary renovations
  • Alignment with coffee shop's ambiance and branding
  • Creating a memorable experience for customers

How to Find the Right Spot

  • Know Your Market : Start planning by researching the coffee shop needs of your target audience. What type of business already exists in the area? Is there a niche you want to serve such as specialty coffee, student hangout, or remote work haven?
  • Scout the Competition: Research shops in the area. Analyze their strengths, weaknesses, and customer base. This will help you identify opportunities to differentiate your coffee shop.

Creating a Successful Coffee Shop Business

Marketing strategies to promote your coffee shop.

  • Use social media platforms and online advertising to reach potential customers in the area.
  • Offer promotions and discounts to attract new customers and encourage repeat business.
  • Partner with local businesses and community events to increase visibility and build relationships.
  • Create a visually appealing and inviting atmosphere in your coffee shop to enhance the customer experience.
  • Utilize customer feedback to improve your offerings and maintain customer satisfaction continually.

Training Baristas and Staff for Quality Service

Ensure your team is well-trained in using the coffee roaster, espresso machine, and other equipment to serve the best coffee to customers consistently. Train them in inventory management to ensure smooth operations and prevent wastage.

Guided customer service and created a positive experience for every customer. With thorough training and attention to detail, your staff will help make your coffee shop stand out in the competitive market, attracting and retaining loyal customers.

Managing Business Operations for Long-Term Success

Managing business operations for long-term success in your coffee shop requires attention to detail and strategic planning. Ensure you have the right coffee shop equipment and quality coffee beans to serve great coffee consistently.

As a business owner, create a solid business plan , secure funding, and implement a coffee shop marketing strategy to attract customers. Consider offering a loyalty program to retain customers and continually improve your offerings.

Manage operating costs, inventory, and pricing strategies effectively to maximize profitability. Prioritize customer experience, from the soft opening to daily operations, to keep them returning. With the right approach and attention to detail, your coffee shop can thrive for years.

Further Reading: 5 Marketing Tools Firms Should Use

If you decide it's time to create something new and embark on the journey of starting a new business, consider the versatility of a coffee kiosk. Coffee is one of the most consumed beverages worldwide, making it a lucrative venture to explore.

Whether you're opening for business in a bustling city or a quaint neighborhood, every coffee shop has its unique charm and challenges. Running a coffee shop requires a well-thought-out strategy for your coffee offerings, ambiance, and customer experience.

Ensure you have everything you need, from quality beans to efficient equipment, to meet the demands of coffee consumption. Also, consider factors like location, competition, and regulations before opening your doors to the public.

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At Taxfyle , we connect small businesses with licensed, experienced CPAs or EAs in the US. We handle the hard part of finding the right tax professional by matching you with a Pro who has the right experience to meet your unique needs and will manage your bookkeeping and file taxes for you.

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Coffee Shop Business Plan Template

Written by Dave Lavinsky

Business Plan Outline

  • Coffee Shop Business Plan Home
  • 1. Executive Summary
  • 2. Company Overview
  • 3. Industry Analysis
  • 4. Customer Analysis
  • 5. Competitive Analysis
  • 6. Marketing Plan
  • 7. Operations Plan
  • 8. Management Team
  • 9. Financial Plan

Coffee Shop Business Plan

Whether you are planning to start a new business or grow your existing coffee shop, you’ve come to the right place to create your coffee shop business plan.

We have helped over 100,000 entrepreneurs and business owners create business plans and many have used them to start or grow their coffee shops.

A coffee shop business plan is used to start and/or grow your business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details your financial projections.

Coffee Shop Business Plan Sample

Below are links to each section of our coffee shop business plan example:

Next Section: Executive Summary >

Coffee Shop Business Plan FAQs

What is a coffee shop business plan.

A business plan for a coffee shop is a plan to start and/or grow your business. Among other things, it includes your company overview, allows you to conduct a market analysis to identify your target market, includes a sample menu, presents your marketing plan and pricing strategy to attract your local customer base, details your sales forecasts, and provides the income statement, balance sheet and cash flow statement for your coffee shop.

You can  easily complete your coffee shop business plan using our Business Plan Template for a Coffee Shop here .

What Are the Main Types of Coffee Shops?

The different types of coffee shops include cafes, coffee bars and coffeehouses that sell coffee drinks and other snacks. Some coffee shops offer lunch and dinner menus and are close to being full-service restaurants. There are also coffee shops that are more accessible for people on the go or those who want to make their own coffee. These are retail coffee shops, drive thru coffee shops, coffee carts and trucks, and roasters or retailers.

What Are the Main Sources of Revenue and Operating Expenses for a Coffee Shop?

The primary source of revenue for many coffee shops come from its food and drink sales, which includes brewed coffee, coffee beans, seasonal drinks and refreshments, and baked goods. Gift card and merchandise sales like tumblers, mugs, and coffee makers also contribute to a coffee shop’s revenue stream.

The expected expenses for a coffee shop are the cost of coffee and food products, salaries and wages, rent, and advertising costs. 

How Much Does it Cost to Start a Coffee Shop?

Opening a coffee shop business can cost anywhere from $40,000 to $100,000 depending on the size and location of the business. Additional costs such as inventory, employee salaries, and marketing expenses can range from $5,000 to $15,000 per month.

How Do You Get Funding for Your Coffee Shop Business?

The best way to get funding for a coffee shop business is through a bank loan or utilizing your personal savings, business credit cards or borrowing from friends and family. You can also look into government grants or loans, or try to find a partner who is willing to invest in your business. Whatever route you choose, be sure to have a solid coffee shop business plan for potential investors including a sales and marketing plan as well as a realistic idea of how much money you need to get started.

How to Start a Coffee Shop?

  • Determine the type of coffee shop business you want to open . There are many different types of coffee shops, from small mom-and-pop shops to large chains.
  • Create a coffee shop business plan. This will outline your plans for starting and running your coffee shop. 
  • Secure funding . You will need money to start and run a coffee shop, so you'll need to find investors or borrow money from a bank or other lending institution.
  • Find a location for your coffee shop. This can be tricky, as you'll need to find a space that is affordable and has good foot traffic.
  • Equip your coffee shop . You'll need to buy or lease equipment such as espresso machines, coffee brewers, and furniture in addition to the coffee beans and other food products you plan to sell.
  • Hire staff . You'll need employees to run your coffee shop, so post job ads and interview potential candidates.

Learn more about how to start a successful coffee shop business:

  • How to Start a Coffee Shop Business

Where Can I Get a Coffee Shop Business Plan PDF?

You can download our free coffee shop business plan template PDF here . This is a sample coffee shop business plan template you can use in PDF format.

Successful Coffee Shop Business Plan

interior photo of cafe

Need a Coffee Shop Business Plan? We Can Help

Want to know how to open a coffee shop the right way? Want a solid answer to the critical question “ how much does it cost to open a coffee shop ?” Before you start the process of opening a coffee shop, you need to do your homework and distill everything you learn into an exceptional coffee shop business plan.

After helping entrepreneurs (most with little or no coffee shop experience) in 30 states to launch more than 300 independent coffee shops , we know that a business plan is vital for success. We believe that it’s so vital that we include a fully editable electronic version with every purchase of Seven Steps to Success in the Specialty coffee Industry , the proven guide to the coffee shop startup success.

The more you time and effort that put into developing your business plan, the more prepared you will be to open and run a successful coffee shop. 

The Elements of a Successful Coffee Shop Business Plan

Researching and creating an exceptional business plan will create a roadmap for transforming your coffee shop startup idea into a flourishing reality.

And, if you’re seeking outside financing for your coffee shop, a compelling business plan is an absolute necessity.

A strong business plan forces you to answer all the questions needed to set up your coffee startup to thrive. Done right, your plan becomes a reference manual for running a thriving coffee shop.

Your plan should include the following six sections plus a cover page. Most sections should take up a page or two but not much more – you’re not writing a book! Financial data, however, often takes a few pages.

Section 1: Executive Summary

The executive summary should actually be the last section you write. This one-page summary highlights and condenses key points from each section of your business plan.

Devote a few sentences to each section. Make them unique and interesting. Every word counts.

This is your chance to tell the story of your business. Next to the financial data, it is the most important part. It is the first page that bankers and potential investors will review.

After you write the executive summary, share it with bankers or business consultants then revise your plan based on their suggestions.

Section 2: Business Description

Write a brief description of your proposed coffee shop. Include the:

  • Business name (get creative!)
  • Location (physical or online)
  • List of products or services – draft a potential menu
  • Target market
  • Law firm that reviews contracts
  • Pictures of the space
  • Leasing arrangements

Section 3: Management Profile

Coffee shop manager and barista discuss business plan

If you are the primary manager, summarize your resume. Highlight any restaurant or coffee shop experience you have. If you lack direct experience, emphasize transferable skills and accomplishments.

If you have managers or partners, include their education, employment record, skills, and accomplishments.

Don’t forget to highlight business consultants. Investors gain confidence from advisers with a proven track record.

Section 4: Information about the Coffee Industry and Your Competition

The coffee market in the USA continues to grow with many potential customers underserved, especially in rural areas! Conduct research into both the coffee industry and your community. Your marketing analysis should examine:

  • Industry trends
  • Key financial measures in the industry
  • Local competitors – not only other coffee shops (both chains and independents) but also potential substitutes for coffee (ice cream, smoothies, etc.)
  • Demographics and demand in your community
  • Consumer coffee sales sensitivity to economic cycles

Section 5: Marketing Strategy

In your marketing plan:

  • Explain what will set you apart and why customers will choose to buy from you (your unique selling proposition)
  • Describe location of your coffee shop and the type (walk-in, drive-thru, kiosk, etc.)
  • Identify target customers (geography, age range, income, interests, etc.)
  • Outline marketing strategies you will use to attract customers

Section 6: Financial Data

Your financial plan outlines the assets, liability and cash flow for your coffee shop. Bankers will examine this section to determine the financial health of your potential business. This section requires three documents:

  • A cash flow statement
  • An income or statement, and
  • A balance sheet.

Cash Flow Statement

The cash flow statement helps determine your business’ ability to pay its bills in the short term. It outlines:

  • The initial investment (to help determine this, be sure to read about coffee shop startup costs )
  • Level of sales needed to break even
  • Expected expenses, and
  • How much money – if any – you will receive from outside sources.

The cash flow statement also reflects investments. Ending cash is the money you have at the end of the month.

Income Statement or P&L

In simplest terms, the income statement or P&L shows total sales and expenses for the year.

Most information needed to fill out this statement comes from the cash flow statement (sales, cost of goods sold, expenses). You may use tax figures from an accountant.

Balance Sheet

The balance sheet summarizes assets, liabilities and net worth at a particular point of time, using this formula: total assets – liabilities = net worth.

Once you’ve completed the cash flow and income statements, the balance sheet is a matter of filling in the blanks:

  • Total assets include assets (cash and inventory) plus fixed assets (equipment minus depreciation).
  • Liabilities include accounts payable and long-term debt.

Any business, including a coffee shop, with high liquidity, low debts, and sufficient working capital has a higher probability of success. Keep enough cash or liquid assets on hand to cover six months’ worth of expenses.

The Proven Coffee Shop Business Plan Template

As an award-winning coffee roaster with a team of coffee shop startup consultants , Crimson Cup has the expertise to guide you from drafting an exceptional business plan through choosing a location and marketing your coffee shop. In fact, Roast magazine editors cited our education and training programs as a factor in choosing Crimson Cup as their 2016 Macro Roaster of the Year .

We train hundreds of baristas and coffee shop owners each year at our Crimson Cup Innovation Lab – the largest SCA-Certified Premier Training Campus in the Midwest. 

Founder and President Greg Ubert wrote the book on successfully opening and running a coffee shop. He and the Crimson Cup team of have helped hundreds of entrepreneurs become successful coffee shop owners.

“For many potential owners, writing their first coffee shop business plan can seem overwhelming,” Greg said. “We’re happy to share our experience and walk you through the ins and outs.”

You’ll find a complete coffee shop business plan template available for immediate download with Greg’s book, Seven Steps to Success in the Specialty Coffee Industry .

Greg has written about coffee shop business plans for S mart Business Columbus and CoffeeTalk magazine. He also serves on the boards of directors for both Heartland Bank and the Columbus Chamber of Commerce .

Going Beyond the Coffee Shop Business Plan

Greg’s book became the foundation for our 7 Steps to Coffee Shop Startup Success  process which has helped hundreds of entrepreneurs open and run successful coffee shops.

We provide all the support you need to open a coffee shop – without expensive franchise fees or royalties. You don’t even need to sign a long-term contract to buy our coffee.

More than just a short-term course on drink preparation or running a coffee shop, we offer hands-on training and ongoing guidance for both baristas and business owners.

With decades of experience in running coffee shops, our coffee shop startup consultants can help you go beyond the business to plan to:

  • Choose the right location
  • Lay out your shop for optimal success
  • Create a menu that customers will love
  • Hire and train staff
  • Attract customers with low-cost grassroots and social media marketing techniques
  • Serve great-tasting drinks with award-winning coffee and high-quality coffee shop supplies
  • Prepare to thrive in good times and bad

Through our proven process, we have helped shape business plans for hundreds of successful independent coffee shops in 30 states, Guam, and Bangladesh. Can we help you too?

More Information

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Coffee Shop Startup Business Plan: Unveiling Caffeinated Ventures

Coffee Shop Startup Business Plan: Unveiling Caffeinated Ventures

Starting a coffee shop can be an exciting and satisfying new venture. As the aroma of freshly brewed coffee fills the air and customers gather to savor their favorite beverages, the dream of owning an awesome coffee shop becomes a reality.

A coffee shop startup business plan includes an executive summary, company description, market analysis, products and services, marketing and sales strategies, operational details, financial projections, and a funding request if needed.

To ensure the effectiveness of your coffee shop, it is crucial to develop a well-thought-out business plan. In this article, I will unveil the key elements of a coffee shop startup business plan, providing you with insights and strategies to embark on your caffeinated venture.

Table of Contents

What Is A Coffee Shop Startup Business Plan?

Coffee Shop Startup Business Plan: Unveiling Caffeinated Ventures

A coffee shop startup business plan is a comprehensive document that outlines the strategies, goals, and financial projections for launching and operating a coffee shop. It serves as a roadmap for entrepreneurs and helps them organize their thoughts, make informed decisions, and secure funding from potential investors or lenders.

A coffee shop startup business plan is a vital tool for entrepreneurs to demonstrate their understanding of the industry, showcase their business concept, and convince stakeholders of the coffee shop’s viability and potential for growth.

Read more about: Coffee Shop Business Plan Cost: What are the Expenses?

Executive Summary

The executive summary holds significant importance within a coffee shop startup business plan as it serves as a compelling introduction to your business idea. By condensing key information into a concise format, it aims to capture the attention of potential investors or lenders right from the start.

In this section, you need to outline your business idea and its unique selling points that set your coffee shop apart from the competition. Highlight the factors that make your coffee shop special, such as specialty coffee blends, a unique ambiance, or a focus on sustainability. This will create immediate interest and intrigue among readers.

Additionally, the executive summary should provide a glimpse into your target market and demonstrate your understanding of its needs and preferences. Paint a clear picture of your ideal customers, their demographics, and their coffee consumption habits. Show that you have conducted thorough market research to identify a viable target audience.

Furthermore, it is crucial to include projected financials in the executive summary. Present a snapshot of your expected revenue and profitability to demonstrate the potential return on investment for investors or lenders. Highlight any anticipated growth prospects or scalability in your financial projections to showcase the long-term potential of your coffee shop business.

By crafting an attention-grabbing executive summary that effectively communicates the unique aspects of your coffee shop, target market analysis, and financial projections, you can set a positive tone for your entire business plan and increase the likelihood of securing the support and funding you need to turn your coffee shop startup into a reality.

Company Description

The company description section of your coffee shop startup business plan provides an opportunity to showcase the unique qualities and guiding principles of your business. Here, you can delve into the details that make your coffee shop special and differentiate it from others in the market.

Start by explaining your vision, your overarching goal, and what you aim to achieve with your coffee shop. This could be creating a community hub, offering a unique coffee experience, or promoting sustainable and ethically sourced products. Next, outline your mission statement, which defines the purpose of your coffee shop and the value it brings to customers.

Additionally, highlight your core values, such as quality, customer service, sustainability, or community engagement. These values not only guide your decision-making but also help to build a strong brand identity.

In the company description section, it is also important to define your chosen business structure, whether it’s a sole proprietorship, partnership, or corporation. Explain the reasoning behind your chosen structure and how it aligns with your long-term goals.

Furthermore, outline the legal requirements, licenses, and permits necessary to operate a coffee shop in your specific locality. Research and identify the regulations related to health and safety, food handling, zoning, and any other specific permits required for the sale of coffee or related products. Demonstrating that you understand and comply with the legal obligations will instill confidence in potential investors, lenders, and stakeholders.

By providing a comprehensive company description that encompasses your vision, mission, core values, business structure, and legal requirements, you establish a strong foundation for your coffee shop startup business plan. This section not only showcases your passion and commitment but also demonstrates your understanding of the industry and the necessary legal framework to operate a coffee shop.

Market Analysis

Coffee Shop Startup Business Plan: Unveiling Caffeinated Ventures

Market analysis is an essential component of a coffee shop startup business plan, as it provides valuable insights that can guide your decision-making process. By conducting a thorough market analysis, you gain a deeper understanding of the dynamics that shape the coffee industry and your potential customers.

Start by identifying your target market, including their demographics, preferences, and behaviors. Determine the specific customer segments you want to cater to, such as working professionals, students, or specialty coffee enthusiasts. Understanding their needs and preferences will help you tailor your products and services to meet their expectations effectively.

Next, analyze the competition within your market. Identify existing coffee shops and their strengths, weaknesses, and unique selling points. Assess their pricing, menu offerings, customer service, and overall brand positioning. This analysis will enable you to identify opportunities for differentiation and competitive advantage.

Furthermore, stay updated on industry trends related to coffee consumption, emerging beverage trends, sustainability practices, and evolving customer preferences. This information will help you stay ahead of the curve and adapt your offerings to align with current market demands.

By conducting a comprehensive market analysis, you can gather valuable insights that will shape your coffee shop’s strategy and positioning. Tailoring your products and services to meet the demands of your target market effectively will enhance your chances of attracting a loyal customer base.

Read more about: Coffee Shop Business Plan Cost: Counting The Beans

Products and Services

When describing the range of products and services in your coffee shop startup business plan, it is important to highlight the unique aspects that will distinguish your offerings from competitors. Start by discussing the types of coffee you will serve, including any specialty coffee beans or blends that you plan to feature. Emphasize the quality, flavor profiles, and sourcing practices that make your coffee stand out.

Additionally, highlight any signature beverages or innovative creations that will be exclusive to your coffee shop. This could be a unique combination of flavors, a creative presentation, or a special brewing technique that adds a distinctive touch to the customer experience.

Furthermore, if you plan to incorporate locally sourced ingredients or partner with local artisans, highlight this in your description. Showcase your commitment to supporting local businesses and the community, as it can resonate with customers who value sustainability and supporting local economies.

Discuss your pricing strategy and whether you intend to position your coffee shop as a premium option, focusing on offering high-quality, specialty coffee at a higher price point, or as an affordable and accessible choice. Explain how your pricing aligns with the value proposition of your products and the target market you aim to attract.

Lastly, emphasize the importance of consistency in delivering a quality product and the variety you will offer to cater to different tastes and preferences. Highlight how this will set your coffee shop apart and create a unique and memorable experience for your customers.

By effectively describing the range of products and services, highlighting their unique aspects, discussing pricing strategies, and emphasizing quality, variety, and consistency, you can showcase the competitive edge of your coffee shop and appeal to customers looking for a distinct and exceptional coffee experience.

Marketing and Sales Strategy

Developing a comprehensive marketing and sales strategy is crucial for the performance of your coffee shop startup. In your business plan, outline your plans for promoting and attracting customers to your establishment.

Start by focusing on building a strong online presence. Create a user-friendly website that showcases your coffee shop’s unique qualities, menu offerings, and contact information. Utilize engaging social media platforms, such as Facebook, Instagram, and Twitter, to connect with your target audience, share enticing visuals, and run targeted advertising campaigns. Leverage online advertising tools, such as Google Ads or social media ads, to reach a wider audience and drive traffic to your coffee shop.

In addition to online efforts, consider offline marketing channels as well. Explore partnerships with local businesses, such as bakeries or gyms, to cross-promote each other’s services and reach a wider customer base. Participate in community events, sponsor local initiatives, or host workshops to create brand awareness and establish a positive reputation within the community.

By combining effective online marketing strategies with offline community engagement, you can maximize your coffee shop’s visibility and attract a steady stream of customers. Regularly evaluate and adapt your marketing and sales tactics to stay relevant and responsive to customer preferences.

Operational Plan

Coffee Shop Startup Business Plan: Unveiling Caffeinated Ventures

The operational plan section of your coffee shop startup business plan provides a roadmap for the day-to-day activities and logistics necessary to run your establishment smoothly. In this section, you need to cover several key aspects of your coffee shop’s operations.

Start by discussing the location and layout of your coffee shop. Explain why you chose a specific location and how it aligns with your target market and business goals. Describe the interior design and ambiance you aim to create, as it plays a crucial role in attracting and retaining customers.

Next, outline the equipment required to operate your coffee shop efficiently. This includes espresso machines, grinders, brewing equipment, refrigerators, and POS systems. Discuss your inventory management system, detailing how you will track and manage coffee beans, food items, and other supplies to maintain adequate stock levels and minimize waste.

Define the roles and responsibilities of your staff, including baristas, cashiers, and managers. Outline their key duties and qualifications, highlighting the importance of providing excellent customer service and ensuring product quality.

Detail your coffee shop’s operating hours, including any plans for extended or variable hours based on customer demand. Establish customer service standards to ensure consistent and exceptional experiences for every visitor. Additionally, outline your health and safety protocols, including food handling procedures, cleanliness standards, and employee training, to ensure compliance with regulations and prioritize customer well-being.

Read more about: Coffee Shop Business Plan Budget: Roasting The Numbers

Financial Projections

The financial analysis section of your coffee shop startup business plan is a critical component that provides insights into the financial health and sustainability of your business. To create a comprehensive financial analysis, it is important to include projected revenue, expenses, and profitability over the first few years of operation.

Start by estimating your projected revenue based on factors such as anticipated sales volume, pricing strategy, and market demand. Consider different revenue streams, such as coffee sales, food items, merchandise, or catering services.

Next, outline your expected expenses, which may include rent, utilities, supplies, payroll, marketing, licensing fees, and insurance. Conduct thorough research to ensure your expense projections are realistic and aligned with industry standards.

Conducting a break-even analysis is crucial to determine the point at which your coffee shop will start generating profits. This analysis helps you identify the sales volume needed to cover your expenses and achieve profitability. It provides a milestone to track your progress and make informed business decisions.

Furthermore, it is essential to create a contingency plan to address potential financial challenges or unforeseen circumstances. Consider factors such as fluctuating costs, economic downturns, or unexpected competition. Develop strategies to mitigate risks, manage cash flow, and adapt your operations to ensure financial stability.

By providing a comprehensive financial analysis, including projected revenue, expenses, profitability, break-even analysis, and a contingency plan, you demonstrate a thorough understanding of the financial aspects of your coffee shop startup. This information is crucial for potential investors, lenders, or stakeholders to evaluate the financial viability and potential returns of your business venture.

Funding Request

If you are seeking external funding to launch or expand your coffee shop, it is essential to clearly articulate your funding needs in your business plan. In this section, provide a detailed overview of how the funds will be utilized to support the growth of your coffee shop.

Start by outlining the specific areas where the funding will be allocated. This may include equipment purchases, such as espresso machines, grinders, brewing equipment, furniture, or technology systems. Additionally, highlight how the funds will be utilized for marketing campaigns to raise awareness, attract customers, and build a strong brand presence. Consider including a budget for digital marketing, social media advertising, local promotions, or collaborations with influencers.

Moreover, address the importance of working capital in your funding needs. Working capital ensures that you have sufficient funds to cover day-to-day operational expenses, such as inventory purchases, rent, utilities, payroll, and unforeseen costs.

When presenting your funding needs, it is crucial to provide a realistic repayment plan. This demonstrates your commitment to meeting financial obligations and repaying the borrowed funds within the agreed timeframe. Consider factors such as cash flow projections, revenue growth, and profitability when developing your repayment plan.

Lastly, emphasize the potential return on investment for potential lenders or investors. Highlight the growth prospects of the coffee shop industry, market demand for specialty coffee, and any unique selling points that differentiate your business. Show how the funds will contribute to the long-term effectivity of your coffee shop.

By clearly articulating your funding needs, providing a detailed overview of fund utilization, presenting a realistic repayment plan, and demonstrating the potential return on investment, you increase your chances of securing the necessary funding to launch or expand your coffee shop venture.

In addition to the key elements discussed above, here are a few extra tips to enhance your coffee shop startup business plan:

Coffee Shop Startup Business Plan: Unveiling Caffeinated Ventures

  • Staff Training and Development: Invest in comprehensive training programs to equip your staff with the necessary skills and knowledge to provide excellent service. A well-trained team will ensure consistent quality, enhance customer satisfaction, and contribute to a positive brand image.
  • Customer Relationship Management: Implement a customer relationship management (CRM) system to capture customer data and track their preferences. This valuable information can help you personalize promotions, offer loyalty rewards, and enhance the overall customer experience.
  • Collaborations and Partnerships: Explore collaborations with local suppliers, artisans, or organizations that align with your brand values. Partnering with like-minded businesses can create mutually beneficial opportunities for cross-promotion and tap into new customer segments.
  • Online Ordering and Delivery Services: Consider incorporating online ordering and delivery services to cater to customers who prefer convenience. Develop a user-friendly website or mobile app that allows customers to browse your menu, place orders, and have their favorite coffee delivered to their doorstep.
  • Community Engagement: Engage with the local community by sponsoring events, participating in charity initiatives, or hosting workshops. Building strong community ties can generate positive word-of-mouth, increase brand loyalty, and attract new customers.
  • Customer Feedback and Reviews: Actively encourage customer feedback and regularly monitor online reviews. Address any concerns promptly and utilize feedback to make improvements. Positive reviews and testimonials can serve as powerful marketing tools.
  • Unique Selling Proposition: Identify and emphasize your unique selling proposition (USP). It could be your commitment to fair trade coffee, a cozy ambiance, live music, or innovative drink creations. Highlighting your USP will differentiate you from competitors and attract a loyal customer base.
  • Expansion Opportunities: As your coffee shop thrives, explore expansion opportunities. This could involve opening new locations, introducing franchising options, or diversifying your offerings. Development should be based on thorough market research and careful financial planning.
  • Social Media Marketing: Leverage the power of social media platforms to build a strong online presence. Share captivating visuals, engage with your audience, and leverage social media influencers to increase brand awareness and drive foot traffic.
  • Continuous Learning: Stay abreast of industry trends, attend coffee expos and workshops, and network with other coffee professionals. Continuously educate yourself and your staff to stay ahead of the curve and offer an exceptional coffee experience.
  • Long-Term Vision: Finally, maintain a long-term vision for your coffee shop. Set goals, monitor your progress, and adapt your strategies accordingly. Strive for sustainability, growth, and continuous improvement, always aiming to exceed customer expectations.

Read more about: Coffee Shop  Start-Up: What You Need to Know Before You Launch

Frequently Asked Questions

Coffee Shop Startup Business Plan: Unveiling Caffeinated Ventures

Q1: How much does it cost to start a coffee shop?

A1: On average, it can range from $80,000 to $300,000. It is essential to create a detailed budget that includes expenses like the lease or purchase of space, equipment, furniture, permits, licenses, marketing, initial inventory, and staff wages.

Q2: How can I attract customers to my coffee shop?

A3: To attract customers to your coffee shop, focus on creating a welcoming atmosphere, offering high-quality products, and implementing effective marketing strategies. Consider providing unique specialty coffees, offering a comfortable and inviting ambiance, hosting events or workshops, utilizing social media platforms for promotion, partnering with local businesses, and providing excellent customer service.

Q3: Do I need prior experience to start a coffee shop?

A4: While prior experience in the coffee industry can be beneficial, it is not an absolute requirement. However, having a good understanding of the industry, including coffee preparation, customer service, and business management, is highly recommended. Consider gaining experience by working in a coffee shop, attending barista training programs, or collaborating with coffee industry professionals to enhance your knowledge and skills.

To learn more on how to start your own coffee shop, check out my startup documents here.

Disclaimer: The information provided by  StartMyCoffeeShop.com  (“The Site”) is for general informational purposes only. All information on the Site is provided in good faith. However, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. Under no circumstance shall we have any liability to you for any loss or damage of any kind incurred as a result of the use of the Site or Reliance on any information provided on the Site. Your use of the Site and reliance on any information on the Site is solely at your own risk. This blog post is for educational purposes only and does not constitute legal advice. Please consult a legal expert to address your specific needs. Terms and Conditions. ( https://startmycoffeeshop.com/terms-and-conditions/ )

coffee shop start up business plan

Hi! I’m Shawn Chun

My adventure in coffee began when I first launched my first coffee shop back in the early 2000s. I had to figure out so many things on my own and to make it worse within 2 years of opening two large corporate coffee chains moved in just blocks away from me!

As I saw smaller and even some larger coffee shops in the neighborhood slowly lose customers to these giant coffee chains and slowly close up shop, I knew that I had to start getting creative…or go out of business.

I (like you may be) knew the coffee industry well. I could make the best latte art around and the foam on my caps was the fluffiest you have ever seen. I even had the best state-of-the-art 2 group digital Nuova Simonelli machine money could buy. But I knew that these things alone would not be enough to lure customers away from the name brand established coffee shops.

Eventually, through lots of trial and error as well as perseverance and creativity I did find a way to not only survive but also thrive in the coffee/espresso industry even while those corporate coffee chains stayed put. During those years I learned to adapt and always faced new challenges. It was not always easy, however, in the end, I was the sole survivor independent coffee shop within a 10-mile radius of my location. Just two corporate coffee chains and I were left after that year. All told the corporate coffee chains took down over 15 small independent coffee shops and kiosks and I was the last one standing and thriving.

Along the years I meet others with the same passion for coffee and I quickly learned that it is not only “how good a barista is” that makes a coffee shop successful, but the business side of coffee as well.

Hence why I started this website you are on now. To provide the tools and resources for up and coming coffee shop owners to gain that vital insight and knowledge on how to start a coffee shop successfully.

Stick around, browse through my helpful blog and resources and enjoy your stay! With lots of LATTE LOVE!

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coffee shop start up business plan

How to Write a Coffee Shop Business Plan

Have you always dreamed of opening a coffee shop? Then you’ve come to the right place.

Starting a coffee shop business plan is the first step to success. If you’re planning on raising startup capital by pitching to investors , make sure your coffee shop business plan is ready because they will definitely ask to see it.

If you’ve never seen a coffee shop business plan before, here’s a sample you can use (along with the template below) to get you started. It covers all the basic elements of a proper business plan, including an executive summary, overview and description of a coffee shop business, marketplace information, marketing initiatives, business operations, and financial plans.

coffee shop start up business plan

In this article, we provide a step-by-step approach on how to write a successful coffee shop business plan. We outline each section needed in a good plan, explain that section’s purpose, and provide an example you can use as a starting point.

6 things to consider before  writing your coffee shop business plan

Before you start actually writing your coffee shop business plan, there are a few things you want to nail down first that will save you time and make communicating your vision a lot easier.

Make sure you can answer each of the following questions:

1. How long should a coffee shop business plan be?

A business plan can be anywhere from a few sheets to hundreds of pages long, depending on the size of your proposed business.

For a relatively small business like a coffee shop it’s best to keep the plan as brief and succinct as possible. We recommend 30 pages or less – especially if you intend to submit it to financial lenders for debt or equity financing. They will be looking for solid research, analysis, and strategy written in a concise form.

2. Who’s going to read your coffee shop business plan?

Take into consideration the audience of your coffee shop business plan. Will you be approaching financial lenders or investors? Or is your plan specifically for you and your management team? Just like creating a marketing plan , you need to adjust your writing style and messaging to match the audience’s interest. Certain sections might need more emphasis over others depending on your primary audience.

3. Where will your coffee shop be located?

If you aren’t ready to choose an exact location for your coffee shop , you should at least know which neighbourhood you’re targeting. The location you choose will determine important elements of your coffee shop business plan, such as your competitive analysis and venue type.

4. What is your venue type?

It’s important that you have a clear idea or concept of the type of coffee shop you want to open . What you need to cover in your coffee shop business plan will depend on whether you’re opening a small intimate cafe, gourmet food stand, or craft microbrewery. These can all be considered coffee shops. Sometimes it’s helpful to create Pinterest boards to help you fully visualize your concept.

5. What are your business goals?

Do you have any ideas of what your short- and long-term business goals are for your coffee shop? Are you going to start with one location and then expand a year after launching? Do you want to start off smaller with a food stand and then, once you have enough sales, open a sister coffee shop in a different neighbourhood? Be as specific as you can when communicating your vision and the goals you’re aiming to achieve.

6. What are your credentials and experience?

Have you ever worked in the coffee shop industry? Do you have any certifications? Consider the skills and experience you have that would give your audience confidence that you’re the right person for the business.

If you’re confident you have the skills and experience, then it should show in the coffee shop business plan. But if you’ve never spent any time working in the foodservice industry, you may want to get some hands-on experience so that, at the very least, you know what you’re getting yourself into.

5 Tips for Writing a Coffee Shop Business Plan

So now you’re ready to start writing your coffee shop business plan. To make the writing process easier for you, here are five useful tips:

  • Collect relevant resources (in addition to this article) that will help you when writing. This can include how-to guides, research and trends, and sample business plans – real or imagined. You can use all of these as inspiration and include them in the appropriate sections of your business plan.
  • Write down as much as you can without filtering yourself in the first round. Once everything is out, you can then determine which parts are relevant to which part of your business plan.
  • Don’t let yourself get stuck on one section. If you get writer’s block, make a note and move on to the next section. You can revisit it later, once you have more information or clarity.
  • Use visuals such as graphics and images to clarify your message wherever appropriate. As you write your coffee shop business plan, pull images from any Pinterest boards you created while visualizing your venue and concept.
  • All good things take time. So will your coffee shop business plan. Don’t worry if it takes longer than what you were hoping for. As time passes and you continue to work on your plan, you’ll be able to fine-tune your message and express your thoughts in a cohesive and succinct way.

Coffee Shop Business Plan Template

1. table of contents.

Even for a small coffee shop, your business plan is going to be a long document. A table of contents makes it easier for someone to find specific sections as they read through your plan.

2. Executive Summary

While the executive summary should appear at the beginning of your business plan, it’s the last thing that should be written because it’s an overview of the full business plan. It’s the most important part of your business plan and should be no longer than one page. The purpose is to summarize the main points of the plan, which helps save your audience time. They can then review the sections that are of most interest to them if they want to learn more. Remember to keep this section concise yet inspiring.

3. Business Overview

This section should include a list of basic information about your business. Refer to our coffee shop business plan template to see what it should look like when it’s fully fleshed out.

Below are common details that should be included in your plan, especially if you’ll be seeking bank loans or pitching to investors:

  • Legal name of business
  • Trade name of business (doing business as)
  • Business address (or potential business address)
  • Nature of business
  • Structure of business
  • Date business was established
  • Current mailing address
  • Phone number
  • Banking details (branch and banker’s name)
  • Social media handles

4. Business Description

This section is where your coffee shop concept comes to life.

It’s time to describe your business in great detail: elements like what the concept is going to look like, where it will be located, and the kind of vibe or brand you’ll be creating. Your business description provides paint a clear picture of your vision and goals.

Here’s what to include in your business description:

Will your coffee business be a sole trader, partnership, limited liability partnership or limited liability company? What people will be involved and what are their roles? Will some wear multiple hats? Be concise – you’ll go into more detail about the team later on.

Your coffee shop concept is your big idea . Take the time to describe why your idea is unique and what differentiates you from other coffee shops. Why should coffee drinkers choose your shop over the one down the street or two blocks over? Also, consider what kind of experience you want to create for your customers. Having a restaurant is not just about what you serve to customers but how you serve the whole experience.

Mission statement

Your restaurant mission statement  is one sentence that describes what your coffee shop will achieve. Think of your end goal as the ultimate driving force behind your business. Your mission statement should be something that can be displayed on marketing materials, so keep it short and straight to the point. It needs to easily express to people what your business is about.

Short- and long-term goals

In this section, you’ll want to mention any relevant personal and/or business goals. Your short-term goals describe your first year as a coffee shop owner. Long-term goals involve bigger picture thinking. They are things like how to scale your business or expand into new markets. Be descriptive in this section, but also realistic (i.e. stay within the scope of your financial projections ).

Menu and services

Include a sample menu and discuss your concept in greater detail. If you’re going to offer catering, delivery, or any other services, also include details about complimentary parts of the business in this section. Describe anything else you’ll be selling, such as pre-packaged foods, canned or bottled drinks, or retail products.

You probably haven’t secured a location or negotiated a lease just yet. No problem. Instead of those details, mention the neighbourhoods you’re considering for your venue and why. Answer the following questions and consider the effects they will have on your business:

  • Attraction: Which features of the neighbourhood will affect your coffee shop?
  • Competition: What other coffee shops or related businesses are located in the area?
  • Demographics: What kinds of people live, work, or visit the neighbourhood?

Describe your concept with as much visual detail as possible. Communicate why these details are important and how they relate back to your brand. If you’re working with a design agency or interior designer, mention them in this section and include their visual proposals or mockups.

Business description summary

This section covers a lot, so briefly sum it all up at the end. The business description tends to be filled with a lot of necessary details, so a summary will help your audience understand the main points.

5. The Marketplace

For this section of the coffee shop business plan, you want to demonstrate that you have thoroughly analysed the target market and can prove there is a demand for your business.

A good way to gather intelligence is to do a competitor analysis . Visit your competition, document their menu items, marketing tactics, business practices, pricing, and brand positioning, then analyze your findings from a variety of different angles.

You can also ask people in your prospective neighbourhood about how businesses perform in that area. By gathering as much information as you can, your marketplace assessment will be realistic and paint a clearer picture of how your business can be successful.

The marketplace section is another lengthy part of the coffee shop business plan, that includes the following components:

Market segment

In this section, you should provide an overview of your target audience. Consider details like demographics, psychographics, and segments of your target market.

It’s time to put your target customers under the microscope, show how well you know them. What types of people will frequent your coffee shop and what similarities/differences do they share? Get qualitative and quantitative data, and reference external resources that provide statistics about your customer segments and any other relevant information. Note that each customer segment within your target demographic will most likely have specific needs.

Market Trends

Include relevant statistics about past and current trends within your targeted marketplace. Anything that relates to the demand for a coffee shop business, as well as social and economic factors that have affected similar businesses in the area. Also mention if you’ve conducted your own research or hired a third-party to conduct research on your behalf.

Competition

In this section, you’ll want to be specific about who you consider to be competition. You’ll have both direct and indirect competition within your chosen neighbourhood. Your direct competitors are the coffee shops that offer similar customer experiences and types of cuisine. Indirect competitors may be different from your coffee shop concept but still compete for your target market’s attention and spend.

Now that you’ve analysed the competition, you should be able to articulate what makes you stand out from the others. What does your coffee shop offer to your target audience that no one else currently provides? Why should someone choose your business over another?

Opportunities

Taking into account your competition and customers, you should see where the gaps lie between supply and demand. Use this knowledge to fine-tune your concept and provide a better option for customers. From the menu to opening hours, whatever your coffee shop can do better than everyone else should be highlighted in this section.

Now consider the flip side: what advantages do your competitors have over your business? What do they offer to the market that your coffee shop doesn’t? Provide rationale as to why your coffee shop faces these barriers and, most importantly, how you’ll tackle them once you’re officially open.

Marketplace summary

Time to sum it all up. Expect this section to be a long one, because you’ve got to summarise everything you’ve outline in regards to your marketplace. Highlight the pieces of information that will have the most impact on your audience, such as the demographics of your target market, advantages, and opportunities.

6. Marketing

You may be an amazing barista who can make a killer cappuccino, but without consistent customers and sales, your business isn’t going to last for very long. You need a marketing strategy to keep people coming through the doors.

In this section, we’ll provide an overview of what to include in your marketing strategy, which you can use later on as the framework for your full restaurant marketing plan .

Positioning

Describe how you’ll appeal to your target customers and stay top of mind. Use the differentiators you outlined in the marketplace section to guide your positioning strategy. What do you offer that your target customers can’t get anywhere else? How will you communicate these offerings?

Describe your pricing strategy and how it compares to competitors. The most common question small businesses owners have is, “How do you know what price to charge?”

Questions that will help you decide on a pricing strategy include:

  • What are your food costs? (the total amount spent on food and beverages)
  • What are your food portion costs? (the sum total of all ingredients in one menu item)
  • What is the market price of similar menu items? (i.e. your competitors)
  • How does your pricing compare to the market price?
  • How is your pricing competitive?
  • What kind of return on investment do you expect with this pricing strategy, and within what time period?

Once you’ve determined your pricing strategy, make sure it aligns with your financials. The prices you charge have to be competitive but still allow you to make a reasonable profit.

Online promotion

  • Social Media: If you plan on creating and maintaining social media accounts like Twitter, Instagram, and Facebook, explain how you’ll use them to promote your business and brand.
  • Website: Describe your website’s overall concept and how it aligns with your brand. Provide visuals of the main elements and design style. Also, mention if you plan to built the site in-house or pay for professional services.
  • Advertising: List all of your paid digital promotions such as review sites, email marketing, and social media ads, as well as any agencies you’ll work with to develop and execute your digital marketing initiatives.

Traditional promotion

Will you be hosting an event for coffee lovers? Running a free coffee for a month contest? What about mailing printed ads to tempt locals with photos of your pastries? It’s always a good practice to have a mix of promotional tactics, so if you plan on utilising traditional channels as well as digital, list all your planned traditional ones here.

Marketing summary

Again, here’s your opportunity to briefly summarise your overall marketing strategy and describe which channels you’ll be investing in the most. Emphasize why your marketing strategy is the best approach for both the type of coffee shop you’re opening and the neighbourhood.

7. Business Operations

You’ve described your vision, the marketplace, and how you plan to market your business. Now it’s time to outline how you’ll actually execute your plan. This means outlining who will operate the day-to-day of your coffee shop.

Describe the main business management categories relevant to your coffee shop and identify the core team members who are going to have responsibility for each category. Introduce everyone on your payroll, from your restaurant consultant to management team to star baristas. List everyone’s qualifications, skills, and responsibilities, placing emphasis on how each role will help you reach your business goals.

List your suppliers according to type. Include descriptions of how each supplier will serve your coffee shop’s needs , as well as their credit and payment terms. This will include everything from food to technology to takeout coffee cups – even landscaping, if you location needs it. Consider how these suppliers may fit into your overall brand, in terms of what quality they are and how they’re sourced.

Since your coffee shop needs insurance coverage , conduct research to determine what’s mandatory. From general liability to workers’ compensation, getting the right insurance will help you sleep at night knowing you’re covered if something goes wrong (a big knock on wood here). Be sure to check with local and national requirements because these requirement may vary. Also, compare quotes from insurance providers. List each type of insurance your coffee shop will need and include what’s covered.

Figuring out what licenses your coffee shop will need is similar to insurance requirements (though this list may be longer). Required licenses and permits can be everything from a business license to food handler permits to music licenses. Start your research as soon as possible by checking your local government office website. List all of the licenses and permits required for your coffee shop and staff in this section.

Business operations summary

Summarize the main points discussed in the Business Operations section. This should be fairly straight forward, as it’s more fact-based than other sections.

8. Financials

The financial plan is the most important section of your coffee shop business plan – especially if you need debt financing or are trying to pitch to investors. Your financial plan has to demonstrate your business’ potential for growth and profitability. To do this, you will need to document your forecast in four main parts:

  • Revenue (forecasted sales)
  • Controllable costs (food and beverage costs, cost of labour)
  • Expenses (rent, supplies, utilities, marketing, etc.)
  • Start-up costs (costs related to opening your coffee shop, such as capital improvements and training)

For new businesses, a good rule of thumb is to underestimate revenues and overestimate expenses – the age old “under promise, over deliver” strategy.

We’ve created a forecast within our coffee shop business sample plan to demonstrate what numbers need to be included. Once you understand the sample forecast, you can then create your own forecast sheets and add in your numbers to project how profitable you’ll be.

9. Coffee Shop Business Plan Summary

Your business plan summary needs to tie together the overall message you’re trying to communicate. Use this final section to highlight how your coffee shop is different from what’s currently available in the market. It’s an opportunity for you to reiterate the most important points about your business.

Make sure to include the following sections:

  • Why your business will be successful: In a few sentences, repeat how your coffee shop is different and why your business will work.
  • What you need to be successful: If you’re asking for funding, repeat that ask here.
  • A thank you note: Thank your audience for reading your coffee shop business plan and remind them that you value their time and feedback.

If you’re thinking about opening a coffee shop then creating a business plan needs to be at the top of your priority list. Remember: you’re building a foundation for success. This includes saving money – because you’ll have your financials organized – and being able to actually get funding from banks and investors.

It’s a lot of work, yes. But keep in mind that you’re working toward making your dream a reality. Any time you can put in now, and we highly recommend additional research wherever possible, will benefit you on the other side – from the first cup to that last drop.

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Coffee Shop & Cafe Business Plans

Cafe bistro coffeehouse business plan.

The Watertower Cafe is a start-up restaurant/bistro/coffeehouse, offering food, coffee, and music; it is located in Atlanta.

Coffee Kiosk Business Plan

The Daily Perc will open drive-thru and mobile cafes serving coffee drinks and other beverages to the commuter and captive consumer markets.

Coffee Roaster Business Plan

Beanisimo Coffee is a start up Salem, Oregon based coffee roaster that has developed a line of premium coffees and espressos.

Coffee Shop Business Plan

Java Culture is a coffee bar providing high-quality gourmet coffee with great service.

Coffeehouse Business Plan

Dark Roast Java is the newest coffee house/cafe to open in downtown Pleasantville, offering a uniquely flavorful coffee drink in a comfortable, upscale environment.

Convenience Store Cafe Business Plan

Luna's Convenience Store is an upscale convenience store with a small 20-seat cafe.

Internet Cafe Business Plan

JavaNet is a start-up business that will provide a unique forum for communication and entertainment through the medium of the Internet.

Religious Coffeeshop Business Plan

Inspirational Grounds is a start-up Christian Cafe selling specialty coffee drinks, food, religious books and music in Minneapolis.

Sports Equipment Cafe Business Plan

The Boulder Stop is a start-up retail business that will offer high-end rock climbing gear and classic Northwest coffee.

Tea Room Business Plan

Jasmine Teahouse is a new upscale teahouse in Simsbury, CT, serving over 52 kinds of whole-leaf teas, pastries, and premium chocolates from around the world.

Coffee Distribution Business Plan

The Coffee Warehouse is a new business providing full service distribution of coffee and supplies to coffee houses and espresso stands throughout the Spokane and Northern Idaho market.

Coffee Export Business Plan

Silvera & Sons is an ongoing manufacturing company which prepares green Arabica coffee beans grown in Brazil for exportation to American specialty roasters.

Wake up and smell the opportunity! Do you make a mean cup of joe? A love for quality coffee and a desire to create a warm, cozy coffee shop or cafe could blend to create the newest caffeine hub for your community. Plan for success with our coffee shop business sample plans.

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29 Coffee Startups To Follow In 2020

coffee shop start up business plan

This article showcases Startup Pill’s top picks for the best Coffee startups. These startups are taking a variety of approaches to innovating inside of the Coffee industry and around the world. They are all exceptional startups well worth a follow.

We selected these startups for exceptional performance in one of these categories:

  • Innovative ideas
  • Innovative route to market
  • Innovative product
  • Exceptional growth
  • Exceptional growth strategy
  • Societal impact

Welp Magazine  hosts a yearly startup award honouring the most outstanding entrepreneurs and high-growth businesses in the world. If you want to enter your startup to be in the running for the top startup of 2021 or  learn more about our competition click here.

1. Secre Coffee

coffee shop start up business plan

The idea behind this startup: Secre Coffee is a portable boutique coffee subscription platform.

Headquarters: Xinye, Henan, China

Industries: Coffee, E-Commerce

Founders: Unknown

Follow this startup or buy their offering:

2. Frank de Paula

coffee shop start up business plan

The idea behind this startup: Frank de Paula offers an easier way to make better Coffee through its product FrankOne.

Headquarters: Bogotá, Distrito Especial, Colombia

Industries: Coffee, Consumer Electronics, Electronics

Founders: Eduardo Umaña

coffee shop start up business plan

The idea behind this startup: Kupper is a China-based retail coffee supply chain platform.

Headquarters: Quanzhou, Fujian, China

Industries: Coffee, Consumer Goods, Food and Beverage, Retail, Supply Chain Management

coffee shop start up business plan

The idea behind this startup: Unlocking the green coffee economy

Headquarters: Unknown

Industries: Coffee, Consumer Electronics

Founders: Matan Scharf, Yuval Weisglass

5. Coffee Star Malaysia

coffee shop start up business plan

The idea behind this startup: Coffee Star is pioneering a technology-driven new retail business.

Headquarters: Kuala Lumpur, Kuala Lumpur, Malaysia

Industries: Coffee, Food and Beverage, Information Technology

Founders: Raja Fauzan

6. Leap App

coffee shop start up business plan

The idea behind this startup: Leap is the first Pickup Marketplace in Saudi Arabia that allows users to pre-order their food and/or drinks.

Headquarters: Riyadh, Ar Riyad, Saudi Arabia

Industries: Coffee, Grocery, Marketplace, Restaurants, Retail

Founders: Alok H Kumar, Faizan Baig, Usman Nadeem

7. Common Sense Coffee

coffee shop start up business plan

The idea behind this startup: Single Origin Coffee for the Visionaries of the World

Headquarters: Alexandria, Virginia, United States

Industries: Coffee

8. I’M NOT A BARISTA

coffee shop start up business plan

The idea behind this startup: I’M NOT A BARISTA is an NPO with the mission to celebrate the coffee community by empowering baristas to reach their fullest potential.

Industries: Apps, Blockchain, Coffee, Communities, Non Profit

9. TraceFood

coffee shop start up business plan

The idea behind this startup: TraceFood is a Blockchain platform specializing in the Trace ability of Food supplychain

Headquarters: Hamden, Connecticut, United States

Industries: Blockchain, Coffee, Food and Beverage, Fruit, Organic Food, Seafood

10. Circles Coffee

coffee shop start up business plan

The idea behind this startup: Coffee Company

Industries: Coffee, Food and Beverage

11. ANNO1616

coffee shop start up business plan

The idea behind this startup: ANNO1616 is an e-commerce platform that provides freshly roasted coffee beans.

Headquarters: Zuidland, Zuid-Holland, The Netherlands

Industries: Coffee, E-Commerce, Shopping

12. Custom Label Coffee

coffee shop start up business plan

The idea behind this startup: Custom Label Coffee is service to create your own custom coffee. Upload an image, write your message, and choose your blend.

Industries: Coffee, Retail, Retail Technology

Founders: Alex Wormuth

coffee shop start up business plan

The idea behind this startup: Mobile App, Payment, Digital Loyalty

Headquarters: Cape Town, NA – South Africa, South Africa

Industries: Apps, Coffee, Information Technology, Loyalty Programs

14. Con Leche

coffee shop start up business plan

The idea behind this startup: Coffee Shop as a Service

Industries: Coffee, E-Commerce, Food and Beverage, Hospitality

Founders: Ivan Romero

15. i-coffee

coffee shop start up business plan

The idea behind this startup: SaaS, Retail, Coffee

Headquarters: Moscow, Moscow City, Russian Federation

Industries: Coffee, Restaurants, Retail, Retail Technology, SaaS, Software

Founders: Kirill Kazantsev

16. Cupmena

coffee shop start up business plan

The idea behind this startup: Cup is an Agri-tech startup building a waste collection system to collect the spent coffee ground ”SCG”, to maximize value out of it by reusing it to empower many industries.

Headquarters: Cairo, Al Qahirah, Egypt

17. Mr.Berry’s

coffee shop start up business plan

The idea behind this startup: Mr. Berry’s mission is to find the perfect coffee for everyone and we’re here to help you find yours with 21st century technology.

Industries: Coffee, E-Commerce, Retail

Founders: Floris de Laat

18. Impact Berry

coffee shop start up business plan

The idea behind this startup: Impact Berry is Hong Kong’s first CSV (Creating Shared Value) driven premium coffee brand. Impact Berry closes the loop between producing communities and market by owning the whole supply chain, creating shared wins along the supply chain and initiating and funding projects in the sourcing regions.

Headquarters: Hong Kong

Industries: Coffee, Food and Beverage, Social

Founders: Sonja D., Timo J.

19. Ulinzi Conservation Coffee

coffee shop start up business plan

The idea behind this startup: Ulinzi Conservation Coffee is an online coffee retail shop.

Headquarters: Schweinfurt, Bayern, Germany

Industries: Coffee, Retail

20. About Coffee and Tea

coffee shop start up business plan

The idea behind this startup: About Coffee and Tea is an E-commerce website that offers original and well-designed coffee beans.

Headquarters: Zaandam, Noord-Holland, The Netherlands

Industries: Coffee, E-Commerce, Online Portals, Tea

21. Koffiekompaan

coffee shop start up business plan

The idea behind this startup: Koffiekompaan is an e-commerce website for fresh coffee beans and tea powder.

Headquarters: Nieuwerkerk Aan Den Ijssel, Zuid-Holland, The Netherlands

Industries: Coffee, E-Commerce, Food and Beverage

22. La Coppa

coffee shop start up business plan

The idea behind this startup: La Coppa is an e-commerce store for coffee capsules.

Headquarters: Andel, Noord-Brabant, The Netherlands

Industries: Coffee, E-Commerce, Sales

23. Exilior Coffee

coffee shop start up business plan

The idea behind this startup: Exilior Coffee creates economic equitability and longevity for Kenyans working in coffee growing communities through education.

Headquarters: Kenyase, Ashanti, Ghana

Industries: Coffee, Education, Service Industry

Founders: Francis Kungu

coffee shop start up business plan

The idea behind this startup: ONE DO is a community marketplace that connects cafes, manufacturers, and consumers.

Headquarters: Daejeon, Taejon-jikhalsi, South Korea

Industries: Coffee, Communities, Manufacturing, Marketplace

25. Shironel

coffee shop start up business plan

The idea behind this startup: Shironel is a manufacturer and seller of coffee beans.

Headquarters: Setagaya, Tokyo, Japan

Industries: Coffee, Food and Beverage, Manufacturing, Sales

26. One More Coffee

coffee shop start up business plan

The idea behind this startup: One More Coffee is an online shop that provides coffee.

Headquarters: Vriezenveen, Overijssel, The Netherlands

27. Kaffekartellet

coffee shop start up business plan

The idea behind this startup: Kaffekartellet is an online portal that sells fresh and hand-picked roasted coffee beans and coffee equipments.

Headquarters: Kolding, Syddanmark, Denmark

28. 930am Coffee

The idea behind this startup: 930am Coffee is a producer and cafe of various types of premium grade coffee which is good for consumption of coffee lovers.

Headquarters: Jakarta, Jakarta Raya, Indonesia

29. A&B Coffeehouse & Cafe, LLC

coffee shop start up business plan

The idea behind this startup: Coffee in West Branch, MI

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New owner plans to bring craft cocktails to popular downtown coffee shop

E ven as Robby Dow was establishing the innovative bar program at Olivero restaurant in Wilmington last year, he was also thinking about opening his own place. When he connected with Chris Batten and Bespoke Coffee & Dry Goods at 202 Princess St. in downtown Wilmington, he knew he’d found the right spot.

He took over the business mid-March. 

“It’s great,” Dow said. “I love that it’s downtown ... and I think this Princess Street intersection is really special.” 

In the coming weeks and months, Bespoke will continue to operate as it has been with the same staff, Dow said. Eventually, there will be a short renovation period so he can update the bar space to include cocktail service. 

“Big picture, that’s the plan,” he said.  

During his four years in Brooklyn, Dow earned accolades as the bartender/beverage director for Grand Army Bar. More recently, he’s been working with Sunny Gerhart and Lauren Krall Ivey at Olivero, which opened in September at 522 S. Third St. 

There, he created a program driven by sherry, vermouth and Italian amaro that uses modern techniques to update classic cocktails, Gerhart said.   

“(It's) a great complement to the Spanish, Italian and New Orleans dishes Lauren and I are cooking and modernizing in the kitchen,” he said. “We’re fortunate to have a craft cocktail talent like Robby in Wilmington and are excited to see him expand on his own here in town.”  

Dow isn’t ready to reveal too many details about what he has planned for Bespoke but said it would include some new things for the area. 

“I would say my background in cocktails is about technique,” Dow said. “I’m always passionate about world class cocktails that are still approachable.” 

Batten opened Bespoke in 2015 and was one of the first coffee shops to add beer and wine during evening hours. He also acquired the restaurant space next door, once home to Port City Cheesesteaks. (For a time, Savorez was serving breakfast burritos and more there .) Eventually, Dow will also extend the hours at Bespoke, and find the right food fit for the space, too.

“It would be great if there could be both a daytime presence and a dinner concept, too,” Dow said. “It’s also a great space for a pop-up.” 

STAY CONNECTED:   Keep up with the area’s latest food news by signing up for the  Port City Foodies newsletter  and following us on  Facebook  and  Instagram . 

Allison Ballard is the food and dining reporter at the StarNews. You can reach her at [email protected] .

This article originally appeared on Wilmington StarNews: New owner plans to bring craft cocktails to popular downtown coffee shop

Bespoke Coffee & Dry Goods at 202 Princess St. in downtown Wilmington, N.C.

coffee shop start up business plan

The 50 best coffee shops and best cafes in Moscow

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coffee shop start up business plan

1 Coffeemania

coffee shop start up business plan

2 Nude. Coffee & Wine Bar

coffee shop start up business plan

3 One Teaspoon

4 david b. cafe, 5 starbucks.

coffee shop start up business plan

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6 Coffee Bean

7 coffeemania, 8 cafe pushkin, 10 i love cake, 11 double-b, 12 bar bq cafe, 13 chernyy cooperative, 14 camera obscura coffee, 15 shokoladnitsa.

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17 Coffee Piu

19 bosco café, 20 restoran mandarin. lapsha i utki, 21 coffee house, 22 tehnikum, 23 conversation cafe, 24 scramble, 25 starbucks.

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26 Upside Down Cake

28 cezve coffee, 29 bosco bar, 30 double b, 31 starbucks, 32 ziferblat, 33 black milk, 34 table one cafe, 35 ladurée moscow.

coffee shop start up business plan

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Explore nearby places

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  • Cafes In Moscow: A Russian Sojourn To Roasted Coffee And Buttered Croissants

23 Mar 2023

Specialty coffee is quite new for Moscow city but it’s good to know that now it has some handful of locations which are strictly focusing on professionally crafted coffee. Here you will find different types of coffee shops which are offering quality coffee with free Wi-Fi facility. Imagine you are taking a sip of the barista-made coffee in one of the cafes in Moscow while working on your computer – and how you can make this dream come true.

Top 10 Cafes In Moscow

Does the smell of roasted aromatic coffee attract you? Does the butter goodness on the side tempt you? Then check out the list of coffee shops which includes both specialty and historic cafés in Moscow city.

1. Mayak Café-Buffet

Mayak Café-Buffet

Image Source

The spot of this café was Previously occupied by the buffet of Mayakovsky theatre and in the later part; it was replaced by one club which hosted parties that were mainly attended by well-known actors and journalists. At present, if you are in search of a bohemian café –restaurant in Moscow, then probably this will be the best choice. The architecture of this café is really impressive and it is visited majorly by creative folks of the city. The ancient curved sideboards; decorated walls of the cafe will make you feel mesmerized. This hipster cafe in Moscow is famous for both French and Italian cuisine.

Must Read: 15 Interesting Things To Do In Moscow: Trekking, Opera, And More In 2022

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2. Bosco Café

Bosco Café

It is more than 16 years of its operation and still, Bosco Café is serving its guests with exclusive coffee in style. Since its inception, Bosco Café is making the life of the citizens of Moscow more entertaining and enjoyable. The two storied café is no doubt extremely stylish and attractive for its unique decoration. This café has been decorated in Liberty style now. This popular café is situated at the Red Square and this place is just perfect to have your lunch or dinner with family or even for just a coffee pause. The interior decoration is done with chandeliers designed at the popular Seguso factory in Venice. The café is perfect for a summer day visit.

3. Strelka Bar

Strelka Bar

This café has become extremely popular among the ingenious people in Moscow. The venue is really ideal for those who want to have peaceful meetings and want to relax their mind after having a hectic weekend. Normally the price range of the cocktails lies between 500 to 600 rubles. The interiors are designed with application of Scandinavian designs and that what created an amazing atmosphere in the bar cafe. Strelka is no doubt one of the best coffee shops in Moscow Russia with a difference.

Suggested Read: 10 Best Hotels In Moscow That Redefine Luxury Like None Other!

4. Enthusiast Moto Café

Enthusiast Moto Café

If the search is for one of a class café the visit here. this café is a perfect combination of a café, workshop of motorcycle and bike besides a vinyl store. If your car needs any repairing then you can simply come here and hand over your car to the experts. Let the experts remain busy with your car’s necessary repairing work and you just relax here and enjoy the sip of your favorite beer or coffee with snacks of your choice. You can also enjoy the music playing in the café. Special arrangements are made on Sundays by top-notch music groups to entertain the guests out here.

5. Café Milk

Café Milk

Previously this was the place from where fresh milk selling used to be done to the locals. This popular dairy shop has now been transformed into world-class café in Russia . Coffee served at this café is really awesome to taste and The interior decoration of this café have been done with black and white and no doubt this decoration attracts the visitors. The breakfast menu, as well as the tea menu of this café, managed to impress the guests out here.

Suggested Read: Shopping In Moscow: 14 Top Places That Will Make You Believe The City Is As Classy & Chic As Milan

6. Café Pushkin

Café Pushkin

Image Source If you love the taste of traditional Russian dishes then cafe Pushkin in Moscow will be the best choice for you. This café is extremely popular not only to the locals but also to the tourists to this place. This café has been named after the renowned poet Alexander Pushkin. If you want to know more about the history of this café then ask any of the waiters for an amazing guided tour. This tour will help you to know more about the rich history of Café Pushkin.

7. Bar BQ Café

Bar BQ Café

This café is situated between the entrance of the Kremlin and Red Square. The happening atmosphere and the delicious menus are the prime attraction of this café. Burgers, tapas, nachos and chicken wings, etc are offered at this café of great quality besides awesome caffeinated drinks. Here you will get a long list of cocktails with bruschetta with tuna, backed sweet pepper and lot more besides coffee.

Suggested Read: Russian Museums: For A Tour Down The Country’s Expansive And Profound Culture!

8. I love Cake

I love Cake

If you love the yummy taste of sweet of different varieties then this café will no doubt fulfill your wish completely. Once you are here you will become a huge fan of the sugary items offered in this café. Take the chance to taste American Pancake and waffles and trust us you will end up becoming a fan of this café. Whether you want to have exclusive cappuccinos or exotic lunch or breakfast, you will get here everything.

9. Coffee Mania

Coffee Mania

This one is one of the most popular coffee shops where stellar specialty coffee is available. Trained and award-winning baristas attend the customers here in the coffee shop. This café started its journey way back in the year 2001 and at present, this café has become a part of everyday life of the people of Moscow. People visit this café to have exotic lunch at the daytime and refresh the mind in the evening.

Suggested Read: Russia Circle Trip: 20 Places To Visit In Moscow And St. Petersburg In 2022

10. Vogue café

Vogue café

Image Source If you are in search of the best modern cafes in Moscow then vogue cafe will definitely fulfill your wish. This is one of the highly preferred cafés for the Fashionista crowd in Moscow. Normally people visit here after doing shopping in the nearby shopping malls. Huge lamps, classic interiors, stylish chairs of different color and sizes always attract the guests here. It was the year 2003 when this chic café started its journey.

Further Read: With The Red Square Turning White, Snowfall In Moscow Hits A 100-Year High!

The aromatic smell of the roasted coffee will spark up energy in you to make you feel happy and satisfied. So if you are on a trip to Russia then look for the best cafés in Moscow. The above 10 Cafes are the most happening ones in the city.

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  1. How To Write a Coffee Shop Business Plan

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  2. Coffee Shop Business Plan Template

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  3. The Business Plan for Your Cafe

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  4. Coffee Shop Business Plan, Write Your Business Plan for Your Coffee

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  5. Coffee Shop Business Plan Template Fresh 8 Coffee Shop Business

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  6. Creating A Winning Cafe Or Coffee Shop Marketing Plan For 2023

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COMMENTS

  1. How To Start A Coffee Shop (2024 Guide)

    3. Identify Startup Cost and Equipment. No matter what, starting a coffee shop will have expenses, and these are essential for your operation. If you are choosing a brand-new retail location, it ...

  2. How to Write a Coffee Shop Business Plan (with Templates)

    Conduct market research to understand your target audience and competitors. Then, detail out sections like your product offerings, pricing strategy, marketing plan, financial projections, and operational procedures. If you're thinking of opening a coffee shop, a well-thought-out business plan is indispensable. 3.

  3. How to Open a Coffee Shop and Be Successful

    Step 2: Create a business plan. A well-thought-out business plan is key to creating any business, and a coffee shop is no exception. If you want to open a coffee shop, you probably already have a ...

  4. How to Write a Business Plan for Opening a Cafe

    Section 3: Study your competition. The next part of your business plan is usually referred to as the competitive analysis. It explains how your cafe will compete with similar food and beverage businesses—including big coffee chains like Starbucks and fast food giants like McDonald's.

  5. How to write a coffee shop business plan

    Coffee shop business plan template 1: Coffee Haven Café. Executive summary. Coffee Haven Café is a charming coffee shop dedicated to delivering a premium coffee experience in a cozy and inviting setting. Our unique blends, ethically sourced beans and commitment to sustainability set us apart in a competitive market.

  6. How To Write a Coffee Shop Business Plan & Executive Summary

    To start a business proposal for a coffee shop, use a coffee shop business plan sample and make sure you include the key sections: an executive summary, business overview, management and staff, market analysis, marketing and publicity, operations plan, and financial forecast and expenses. Also, make sure you do enough research before you start ...

  7. Coffee Shop Business Plan Example

    Explore a real-world coffee shop business plan example and download a free template with this information to start writing your own business plan. ... The owners will invest $140,000 and take out a bank loan for $30,000 to cover the start-up expenses and assets needed plus deficient spending in the early months.

  8. The Ultimate Coffee Shop Business Plan and Template

    Startup costs for the coffee shop will be $70,000, which will be spent on rent, renovations, and purchasing equipment. The owner has put up half the money and has borrowed half from a bank. Based on annual sales of $160,000 and after costs and wages, we expect to be profitable within the second year.

  9. How to Write a Coffee Shop Business Plan + Free Template

    Also, two pages are more than enough for writing a capturing executive summary. 3. Conduct a competitive and market analysis. Build a strong foundation for your coffee business by diving deep into the market research of the coffee industry, competitors, target audience, market trends, and your attainable target market.

  10. Coffee Shop Business Plan Template & Guide [Updated 2024]

    Coffee Shop Business Plan Template. If you want to start a coffee shop business or expand your current one, you need a business plan. Over the past 20+ years, our coffee shop business plan template has helped over 7,000 entrepreneurs and business owners create business plans to start and grow their coffee shops.

  11. How To Write a Coffee Shop Business Plan (2024)

    Still, once completed, a thorough business plan can range from 15 to 60 pages (occasionally more, depending on the business's scope). We recommend always using headings, subheadings, and spaces between paragraphs and sections when constructing your business plan. A coffee shop business plan has several main sections.

  12. Brewing Your Dream: A Step-by-Step Guide to Opening a Coffee Shop

    Further Reading: How to Write a Coffee Shop Business Plan In 2024 ... During the planning phase of your coffee shop startup, take the time to consider all necessary permits and licenses. Setting Up a POS System for Efficient Operations. A POS system (like Toast POS) can be a valuable investment for independent coffee shops. ...

  13. Coffee Shop Business Plan

    A business plan for a coffee shop is a plan to start and/or grow your business. Among other things, it includes your company overview, allows you to conduct a market analysis to identify your target market, includes a sample menu, presents your marketing plan and pricing strategy to attract your local customer base, details your sales forecasts, and provides the income statement, balance sheet ...

  14. Free Coffee Shop Business Plan Template

    Executive summary. In the opening to your Executive Summary you should give the basics. Explain how the idea was conceived, the location at which the coffee shop will be located, and introduce the owner (s). A business plan is about building a narrative so think of this as the beginning of your coffee shop's story.

  15. Successful Coffee Shop Business Plan

    Going Beyond the Coffee Shop Business Plan. Greg's book became the foundation for our 7 Steps to Coffee Shop Startup Success process which has helped hundreds of entrepreneurs open and run successful coffee shops. We provide all the support you need to open a coffee shop - without expensive franchise fees or royalties.

  16. Coffee Shop Startup Business Plan: Unveiling Caffeinated Ventures

    A coffee shop startup business plan includes an executive summary, company description, market analysis, products and services, marketing and sales strategies, operational details, financial projections, and a funding request if needed. To ensure the effectiveness of your coffee shop, it is crucial to develop a well-thought-out business plan.

  17. How to Start a Coffee Shop

    Markup (or factor) pricing: This method involves adding a certain amount or percentage to the cost of your coffee. For example, if the cost of a cup of coffee is $1.00, and you want to have a 50% markup, the price would be $1.00 plus 50 cents, so $1.50.

  18. Coffee Shop Business Plan: Templates, Tips and Tools

    Emphasize why your marketing strategy is the best approach for both the type of coffee shop you're opening and the neighbourhood. 7. Business Operations. You've described your vision, the marketplace, and how you plan to market your business. Now it's time to outline how you'll actually execute your plan.

  19. Coffee Shop & Cafe Business Plan Examples

    The Boulder Stop is a start-up retail business that will offer high-end rock climbing gear and classic Northwest coffee. Tea Room Business Plan Jasmine Teahouse is a new upscale teahouse in Simsbury, CT, serving over 52 kinds of whole-leaf teas, pastries, and premium chocolates from around the world.

  20. How to Start a Coffee Shop Business in (2024): Step-by-Step Guide

    Prepare to Launch Your Business. From finalizing your business concept to choosing a coffee roaster, writing a business plan, and acquiring the essential funds- open a coffee shop with this step-by-step guide to ensure the success of your coffee business. 1. Understanding the Coffee Shop Industry and Market.

  21. Finding the Best Places to Open a Coffee Shop in Moscow

    The business interest is to find out the best places to open coffee shop in Moscow. In this project, the Moscow urban area will be clustered by the most common venues surrounding each subway station.

  22. 29 Coffee Startups To Follow In 2020

    Frank de Paula. The idea behind this startup: Frank de Paula offers an easier way to make better Coffee through its product FrankOne. 3. Kupper. The idea behind this startup: Kupper is a China-based retail coffee supply chain platform. 4. Griin. The idea behind this startup: Unlocking the green coffee economy.

  23. The Nitro Bar: From basement side hustle to Rhode Island coffee startup

    Couple grew their basement side hustle into a business bringing in $4.5M/year: We'd 'never seen anything like that in a bank account'. Published Mon, Apr 22 20248:15 AM EDT. Annie Probert ...

  24. New owner plans to bring craft cocktails to popular downtown coffee shop

    When he connected with Chris Batten and Bespoke Coffee & Dry Goods at 202 Princess St. in downtown Wilmington, he knew he'd found the right spot. He took over the business mid-March.

  25. The 50 best coffee shops and best cafes in Moscow

    Bardak, a charming Turkish cafe located in the heart of Moscow, offers a delightful dining experience. The venue is intimate and often fully booked in the evenings, so it is advisable to make reservations in advance. The menu boasts an impressive selection of succulent meats, including shish kebab and isgender kebab.

  26. 10 Outstanding Cafes In Moscow You Must Pay A Visit To

    This popular café is situated at the Red Square and this place is just perfect to have your lunch or dinner with family or even for just a coffee pause. The interior decoration is done with chandeliers designed at the popular Seguso factory in Venice. The café is perfect for a summer day visit. 3. Strelka Bar.