Free VC Directory
With any B-Plan Purchase
425 Page Capital Directory
Through Apr. 30


Custom Business Plan
$425 Flat Rate
No Templates Used
7 Day Turnaround

All Purchased Plans

Are Updated for 2017



Free VC Directory

With any B-Plan Purchase
425 Page Capital Directory
Through Apr. 30


Custom Business Plan
$425 Flat Rate
No Templates Used
7 Day Turnaround

All Purchased Plans
Are Updated for 2017


Free Deli Business Plan
For Raising Capital from Investors, Banks, or Grant Companies!

Please note that the financials in this complete free business plan are completely fictitious and may not match the text of the business plan below. This free business plan demonstration purposes only. If you are interested in purchasing the completed editable MS Word and Excel documents for this business plan, please click the button below! Also, the text of the business plan is formatted with a fully automated table of contents.



Return to Samples Page

It should be noted that there is no special software required to use these templates. All business plans come in Microsoft Word and Microsoft Excel format. Each business plan features:

  • Excecutive Summary
  • Company and Financing Summary
  • Products and Services Overview
  • Strategic Analysis with current research!
  • Marketing Plan
  • Personnel Plan
  • 3 Year Advanced Financial Plan
  • Expanded Financial Plan with Monthly Financials
  • FREE 30 Page Sample Private Placement Memorandum
  • FREE PowerPoint Presentation for Banks, Investors, or Grant Companies!

1.0 Executive Summary

The purpose of this business plan is to raise $100,000 for the development of a deli while showcasing the expected financials and operations over the next three years. Deli, Inc. (“the Company”) is a New York based corporation that will provide butchered meats, fresh sandwiches, packaged goods, and catering services to customers in its targeted market. The Company was founded in 2009 by John Doe.

1.1 Products and Services

As mentioned above, the Company will specialize in the sale of deli meats. The business will also feature a small eat-in area for people that want to order sandwiches and a moderate sized grocery area that will sell packaged goods, and related products. Mr. Doe also intends to launch catering operations that will generate substantial revenues for the business among individuals and businesses that are hosting events and want to purchase trays of sandwiches and meats. The third section of the business plan will further describe the services offered by the Deli.

1.2 The Financing

Mr. Doe is seeking to raise $100,000 from as a bank loan. The interest rate and loan agreement are to be further discussed during negotiation. This business plan assumes that the business will receive a 10 year loan with a 9% fixed interest rate.

1.3 Mission Statement

Deli, Inc.’s mission is to become the recognized leader in its targeted market for providing an outstanding array of freshly prepared meats, sandwiches, and salads while concurrently providing a broad selection of packaged goods and necessities.

1.4 Mangement Team

The Company was founded by John Doe. Mr. Doe has more than 10 years of experience in the food management industry. Through his expertise, he will be able to bring the operations of the business to profitability within its first year of operations.

1.5 Sales Forecasts

Mr. Doe expects a strong rate of growth at the start of operations. Below are the expected financials over the next three years.

1.6 Expansion Plan

The Founder expects that the business will aggressively expand during the first three years of operation. Mr. Doe intends to implement marketing campaigns that will effectively target individuals and event planners (for the Company’s catering business) within the target market.

2.0 Company and Financing Summary

2.1 Registered Name and Corporate Structure

Deli, Inc. The Company is registered as a corporation in the State of New York.

2.2 Required Funds

At this time, the Deli requires $100,000 of debt funds. Below is a breakdown of how these funds will be used:

2.3 Investor Equity

Mr. Doe is not seeking an investment from a third party at this time.

2.4 Management Equity

John Doe owns 100% of the Deli, Inc.

2.5 Exit Strategy

If the business is very successful, Mr. Doe may seek to sell the business to a third party for a significant earnings multiple. Based on historical standards, delis that operate both retail facilities and catering businesses typically receive sales premiums of 3 to 4 times the previous year’s earnings. Management will hire a qualified business broker in the event that Mr. Doe wishes to divest the business.

3.0 Products and Services

Below is a description of the products and services offered by the Deli.

3.1 Sales of Deli Meats, Sandwiches, and Packaged Goods

The primary revenue stream for the business will come from the sale of sliced meats and sandwiches that will be prepared on site for customers. The business will carry an extensive inventory of fresh ingredients and meats. Currently, Mr. Doe is sourcing a number of local wholesalers and vendors that will provide fresh meats and other food products to the Company on a daily basis. The Company will also sell a number of freshly prepared salads and related items. The facility will also feature a small counter style island within the facility so that patrons can purchase small sandwiches to eat within the store. While the sale of meats and sandwiches will be the primary revenue source for the business, the Company will also carry a number of boxed and packaged goods.

3.2 Catering Services

One of the most exciting avenues of growth for this business is the potential to develop a catering service that will provide meat cut and sandwich trays for large scale events. As will be discussed later in the business plan, Mr. Doe intends to partner with a number of area event planners and caterers that will call on the Company for their meat and sandwich tray needs.

4.0 Strategic and Market Analysis

4.1 Economic Outlook

This section of the analysis will detail the economic climate, the deli industry, the customer profile, and the competition that the business will face as it progresses through its business operations. Currently, the economic market condition in the United States is in recession. This slowdown in the economy has also greatly impacted real estate sales, which has halted to historical lows. Many economists expect that this recession will continue until mid-2010, at which point the economy will begin a prolonged recovery period. However, delis tend to operate with a strong degree of economic stability as they sell a multitude of products which are in continued demand within their local markets.

4.2 Industry Analysis

Within the United States, there are approximately 69,000 companies that operate one or more deli locations. Each year, these businesses aggregately generate more than $14.4 billion of revenue while providing payrolls in excess of $1.7 billion dollars. The industry employs more than 36,000 people. This is a mature industry, and the average growth rate of aggregate revenues is expected to equal that of the general economy. However, these businesses may see a slight slowdown in growth over the next year as the US economy continues to experience sluggish growth.

4.3 Customer Profile

In this section of the analysis, you should describe the type of customer you are seeking to acquire. These traits include income size, type of business/occupation; how far away from your business is to your customer, and what the customer is looking for. In this section, you can also put demographic information about your target market including population size, income demographics, level of education, etc.

4.4 Competitive Analysis

This is one of the sections of the business plan that you must write completely on your own. The key to writing a strong competitive analysis is that you do your research on the local competition. Find out who your competitors are by searching online directories and searching in your local Yellow Pages. If there are a number of competitors in the same industry (meaning that it is not feasible to describe each one) then showcase the number of businesses that compete with you, and why your business will provide customers with service/products that are of better quality or less expensive than your competition.

5.0 Marketing Plan

The Deli intends to maintain an extensive marketing campaign that will ensure maximum visibility for the business in its targeted market. Below is an overview of the marketing strategies and objectives of the Company.

5.1 Marketing Objectives

  • • Establish relationships with event planners that will source Deli, Inc. for catering services for their managed events.

  • • Implement a local campaign with the Company’s targeted market via the use of flyers, local newspaper advertisements, and word of mouth advertising.

  •  

5.2 Marketing Strategies

Management will use a number of marketing strategies that will allow the business to generate revenue and visibility from the onset of its operations. Primarily, the Company will generate a significant amount of visibility through its retail location within a highly trafficked area of the target market. One of the reasons that Mr. Doe is seeking a high visibility location is so that Deli, Inc. generates a substantial amount of walk-in traffic. Prior to opening the Deli, Management intends to send mailing and circulars to local residents so that the business has instant traffic and visibility upon its grand opening. As the business expands, Deli, Inc. will aggressively implement a broad based marketing strategy which may include local billboards, radio, and advertisements in area newspapers and publications. The Company will use these marketing strategies at the onset of operations for grand opening announcements. After Mr. Doe develops the visibility of the retail location, he will begin to develop relationships with local catering companies and event planners that will ensure that the Deli can receive bulk orders for large events. As time progresses, this may become an extremely important revenue stream for the business.

5.3 Pricing

In this section, describe the pricing of your services and products. You should provide as much information as possible about your pricing as possible in this section. However, if you have hundreds of items, condense your product list categorically. This section of the business plan should not span more than 1 page.

6.0 Organizational Plan and Personnel Summary

6.1 Corporate Organization

6.2 Organizational Budget



6.3 Management Biographies

In this section of the business plan, you should write a two to four paragraph biography about your work experience, your education, and your skill set. For each owner or key employee, you should provide a brief biography in this section.

7.0 Financial Plan

7.1 Underlying Assumptions

  • • Deli, Inc. will have an annual revenue growth rate of 7% per year.

  • • The Owner will acquire $100,000 of debt funds to develop the business.

  • • The loan will have a 10 year term with a 9% interest rate.

7.2 Sensitivity Analysis

In the event of an economic downturn, the business may have a decline in its revenues. However, many of the products and packaged goods sold through the deli are essential items, and the Company will continue to generate strong margins from the sales of these items. As such, Management does not expect that an economic downturn will effect the Deli’s ability to remain profitable and cash flow positive.

7.3 Source of Funds


7.4 General Assumptions

7.5 Profit and Loss Statements 

7.6 Cash Flow Analysis

 

7.7 Balance Sheet

.

7.8 General Assumptions

7.9 Business Ratios

Expanded Profit and Loss Statements

Expanded Cash Flow Analysis