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
• Loan Amortization and ROI Tools
• FREE PowerPoint Presentation for Banks, Investors, or Grant Companies!

1.0 Executive Summary

The purpose of this free business plan is to raise $100,000 for the development of a donut shop while showcasing the expected financials and operations over the next three years. Donut Shop, Inc. (“the Company”) is a New York based corporation that will provide sales of donuts, pastries, and beverages to customers in its targeted market. The Company was founded in 2009 by John Doe.

1.1 Products and Services

The Donut Shop will offer an extensive variety of donuts, danishes, and pastries to the general public through its retail location. The business will also have an extensive collection of freshly brewed coffees and teas available. One of the unique features of the Donut Shop will be that all of its donuts and pastries will be made on site and sold fresh (as compared to franchised locations that purchase wholesale donuts and pastries). The third section of the free business plan will further describe the services offered by the Donut Shop.

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 free business plan assumes that the business will receive a 10 year loan with a 9% fixed interest rate.

1.3 Mission Statement

The Donut Shop’s mission is to become the recognized leader in its targeted market for quality donuts and beverages.

1.4 Mangement Team

The Company was founded by John Doe. Mr. Doe has more than 10 years of experience in the retail 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 within the target market.

2.0 Company and Financing Summary

2.1 Registered Name and Corporate Structure

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

2.2 Required Funds

At this time, the Donut Shop 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 Donut Shop, 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. Most likely, the Company will hire a qualified business broker to sell the business on behalf of the Donut Shop. Based on historical numbers, the business could fetch a sales premium of up to 4 times earnings.

3.0 Products and Services

Below is a description of the donuts, pastries, and beverages offered by the Donut Shop.

3.1 Sales of Donuts and Pastries

The primary revenue stream for the business will be the sale of donuts, pastries, danishes, and other sweet bread goods to the general public. Mr. Doe expects that the business will carry up to 25 different types of donuts and pastries on a daily basis, which will be prepared on a daily basis.

3.2 Sales of Beverages

The Company’s secondary stream of revenue will come from the sale of freshly brewed coffees and teas as well as bottled water and beverages. Mr. Doe anticipates that 30% of the Company’s aggregate sales will come from the sale of beverages, which carry extremely high margins. In this section of the free business plan, you should further describe the products and services that you intend to offer to your customers. If you need to add more product categories, please consult the instructions that were included in the BizPlanDB.com zip file.

4.0 Strategic and Market Analysis

4.1 Economic Outlook

This section of the analysis will detail the economic climate, the donut shop 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-2009, at which point the economy will begin a prolonged recovery period. However, donut shops operate with great economic stability as people will continue to purchase donuts/coffee due to the low pricing point for these products.

4.2 Industry Analysis

Within the United States, there are more than 7,000 businesses that operate one or more retail locations that specialize in the sale of donuts and pastries. Each year, these businesses aggregately generate more than $3 billion of revenues and provide jobs to more than 70,000 people. Aggregate payrolls in each of the last five years have exceeded $750 million dollars.

4.3 Customer Profile

The Donut Shop’s average client will be a middle to upper middle class man or woman living in the Company’s target market. 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 free 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 Donut Shop 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

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

• • Continually distribute coupons among local publications and circulars throughout the target market.

• • Acquire a highly visible retail location from which to conduct business operations.

5.2 Marketing Strategies

Mr. Doe intends on using a number of marketing strategies that will allow the Donut Shop to easily target men and women within the target market. These strategies include traditional print advertisements, distribution of coupons, and maintaining a highly visible retail location. Foremost, Mr. Doe intends to find a highly visible retail location that receives substantial traffic from passers-by and vehicles. Appropriate signage will be placed near and around the Donut Shop to ensure that people within the area become familiar with the Company’s location and the products that it sells.

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 free business plan should not span more than 1 page.

6.0 Organizational Plan and Personnel Summary

6.1 Corporate Organization

6.2 Organizational Budget

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

• • The Donut Shop will have an annual revenue growth rate of 10% 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, the very low pricing point of the Company’s donuts and coffee products will ensure that the Company can effectively maintain profitability and a positive cash flow in any economic environment.

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