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Sample Bakery Business Plan For Inspiration

sample business plan for bakery

Writing a business plan is a crucial step in starting a bakery. Not only does it provide structure and guidance for the future, but it also helps to create funding opportunities and attract potential investors. For aspiring bakers, having access to a sample bakery business plan can be especially helpful in providing direction and gaining insight into how to draft their own bakery business plan.

Download our Ultimate Bakery Business Plan Template

Having a thorough business plan in place is critical for any successful bakery venture. It will serve as the foundation for your operations, setting out the goals and objectives that will help guide your decisions and actions. A well-written business plan can give you clarity on realistic financial projections and help you secure financing from lenders or investors. A bakery business plan example can be a great resource to draw upon when creating your own plan, making sure that all the key components are included in your document.

The bakery business plan sample below will give you an idea of what one should look like. It is not as comprehensive and successful in raising capital for your bakery as Growthink’s Ultimate Bakery Business Plan Template , but it can help you write a bakery business plan of your own.  

Example – Home Sweet Home Baked Goods

Table of contents, executive summary.

  • Company Overview

Industry Analysis

Customer analysis.

  • Competitive Analysis

Marketing Plan

Operations plan, management team, financial plan.

Home Sweet Home Baked Goods is a home-based bakery in Bend, Oregon that has been operating successfully for the last 3 years. Founded by talented baker Jill Davis and her husband Sam, Home Sweet Home Baked Goods specializes in creating custom cakes, cupcakes, pies, and other desserts from scratch. Now that their business has grown and they have expanded their customer base, Jill and Sam are looking for funding to open a brick-and-mortar storefront location in Bend.

The new location will be a modern bakery with an inviting atmosphere and welcoming staff. Through the use of high-quality ingredients, innovative recipes, experienced baking staff, and updated bakery equipment, Home Sweet Home Baked Goods is poised to become the premier bakery in Bend. The new store will create jobs for local residents while bringing delicious baked goods to the community.

Home Sweet Home Baked Goods’ mission is to use locally sourced ingredients whenever possible to create unique baked goods of uncompromising quality at an affordable price. With its commitment to excellence and creative approach to baking, the company will provide customers with a unique experience with each visit.

In order to achieve these goals within their budget constraints, Home Sweet Home Baked Goods has put together a comprehensive plan utilizing proven marketing techniques, operational efficiencies, and cost management strategies. By leveraging technology such as social media marketing platforms like Facebook and Instagram as well as partnerships with local businesses, Home Sweet Home Baked Goods has created a strategy for success that will allow them to not only meet but exceed customer expectations.

As part of this plan, we are seeking funding from investors or lenders who share our vision for creating an exceptional bakery experience in Bend. With your help, we can continue our growth while developing long-term relationships with our customers through quality products and outstanding service — all while supporting small business owners in our community.  

Company Description

Home Sweet Home Baked Goods is a home-based bakery in Bend, Oregon that has been operating successfully for the last 3 years. Founded by passionate baker Jill Davis and her husband Sam, Home Sweet Home Baked Goods specializes in creating custom cakes, cupcakes, pies, and other desserts from scratch. The company’s focus on quality ingredients, innovative recipes, experienced baking staff, and updated equipment sets them apart from its competitors.

Home Sweet Home Baked Goods strives to provide customers with an exceptional experience each time they visit the store by using locally sourced ingredients whenever possible. This commitment to excellence has allowed them to expand their customer base across the region, leading them to seek funding for a brick-and-mortar storefront bakery location in Bend that will bring even more delicious baked goods and job opportunities to local residents.  

The Bend, Oregon home-based bakery industry is a booming sector that has seen significant growth in the last three years. According to figures released by the Oregon Department of Agriculture, retail bakeries generated over $200 million in sales in 2019 alone, up 8.3% from 2018. The number of establishments operating within the state has also increased, with seven new businesses opening their doors in 2019.

The majority of these bakeries specialize in cakes and cupcakes, though some offer other items such as pies and donuts. The market for specialty items is particularly competitive, with many bakeries offering custom designs that cater to specific dietary needs or themes. This demand has encouraged a larger variety of offerings from existing businesses and attracted more upstart shops to enter the market.

Bend’s bakery scene is driven by its large base of tourists and university students who often seek out unique treats while visiting the city. As a result, many local bakeries have developed memorable branding campaigns that target these customers and feature unique flavors or design styles that set them apart from competitors. These efforts have been rewarded with higher rates of customer loyalty, allowing these businesses to enjoy continued success despite an increasingly crowded marketplace.

Despite its popularity as a destination for bakers and dessert lovers alike, Bend also faces certain challenges that may affect business operations going forward. High rent prices are one such issue; with real estate costs on the rise, it can be difficult for small local businesses to secure an affordable space without sacrificing quality or service standards. Additionally, Bend’s seasonal climate – boasting cold winters and dry summers – makes it difficult for certain items such as ice cream or frozen yogurt to remain popular year-round options for consumers.

Overall, however, Bend remains an excellent location for home-based bakers seeking to expand their operations into a storefront setting due to its vibrant culture and lively atmosphere. With proper planning and execution, Home Sweet Home Baked Goods can position itself as a leader in this growing industry while helping bring more culinary creativity and innovation to the area’s residents and visitors alike.  

Home Sweet Home Baked Goods has an ideal target market that includes both local customers and visitors to Bend, Oregon. The company is particularly passionate about providing locally sourced ingredients in its baked goods, making it a natural draw for people who live in the Bend area.

The local demographic consists primarily of working professionals, families with children, retirees, and university students. These customers are looking for high-quality desserts that cater to their individual dietary needs while also remaining reasonably priced. Home Sweet Home Baked Goods’ emphasis on using local ingredients appeals to this demographic as it shows their commitment to supporting the local economy and providing fresher products.

The company also seeks to attract tourists with its innovative recipes and memorable design themes. Tourists often seek out interesting treats while visiting cities such as Bend due to their limited time frames; baked goods created with original recipes can be a great way to provide these customers with an enjoyable experience that they won’t find anywhere else. Furthermore, its custom designs help create an even more unique experience for each customer – whether a visitor or local resident – by allowing them to customize their order based on specific dietary restrictions or preferences.

Psychographically, Home Sweet Home Baked Goods targets individuals who are looking for quality desserts made from fresh ingredients but don’t want to sacrifice taste or convenience. The company is committed to creating innovative recipes that appeal to customers of all ages and encourages its customers to interact with staff members for advice or suggestions when ordering customized items – this gives them an added sense of security when selecting special orders knowing that they are getting exactly what they need from the bakery’s staff of experienced bakers. Moreover, Home Sweet Home Baked Goods’ commitment to using locally sourced ingredients resonates strongly with individuals who value sustainability and ethical production processes; this connection can become even stronger if the company decides to partner with local farms or purveyors when sourcing their ingredients in the near future.

Overall, Home Sweet Home Baked Goods is aimed at professional adults and families looking for delicious yet affordable treats made from quality ingredients as well as visitors interested in finding original recipes while discovering Bend’s culinary scene. By providing customer service excellence paired with locally sourced ingredients whenever possible, the company seeks not only to build a loyal customer base but also to contribute positively towards the overall development of Bend’s culinary industry.  

Competitor Analysis

Home Sweet Home Baked Goods will be entering a very competitive market in Bend, Oregon. The local bakery market is saturated with many established businesses that have been around for several years, offering a variety of products and services. Therefore, the company must assess the competition and identify its strengths and weaknesses in order to create effective differentiation strategies that will allow it to stand out from the crowd.

One of the main competitors in the region is The Baker’s Dozen Bakery, which has been operating since 2000. The business offers a wide range of baked goods such as cookies, cakes, muffins, brownies, doughnuts and more; their prices are slightly higher than those of Home Sweet Home Baked Goods but customers are willing to pay for their quality products. Furthermore, The Baker’s Dozen Bakery has built a strong reputation by catering events in the area as well as providing custom orders for special occasions. In addition to this, they also offer delivery services throughout Bend; while this may not be a major advantage over Home Sweet Home Baked Goods now due to the pandemic-related restrictions on food service industry operations in most areas, it could potentially become an important asset when things return to normal.

Another competitor is Sweeter Things Bakery & Cafe which has been running since 2013. This business specializes in customized cakes made with fresh ingredients; these expensive desserts appeal to customers looking for something extra special for weddings or birthdays whereas The Baker’s Dozen Bakery focuses more on traditional baked goods such as cupcakes and cookies. Sweeter Things Bakery & Cafe also offers delivery services throughout Bend just like The Baker’s Dozen Bakery – again, this could be an important factor once restrictions are lifted.

Finally, there is Kate’s Cupcakery which opened up in 2016 and focuses solely on cupcakes. While this business does offer unique flavors and custom designs that appeal to customers looking for something different from traditional cupcakes (i.e., gluten-free or vegan baked goods), its menu is limited compared to those offered by both The Baker’s Dozen Bakery and Sweeter Things Bakery & Cafe which provides wider varieties of baked goods plus other pastries like pies or tarts. Additionally, Kate’s Cupcakery does not offer delivery services so customers would have to visit the store if they want one of their cupcakes – this could pose a potential disadvantage if other competitors start providing delivery services once restrictions are lifted due to the pandemic situation.

Overall, while all three businesses have great potential they do not necessarily provide what Home Sweet Home Baked Goods plans on delivering: locally sourced ingredients used whenever possible combined with innovative recipes and custom designs catering specifically towards individual needs – all at reasonable prices that appeal both local residents and visitors alike. By leveraging these aspects that differentiate them from other competitors in the area, Home Sweet Home Baked Goods should be able to position itself as a leader in Bend’s bakery industry while still maintaining a competitive edge.

In order to do so, Home Sweet Home Baked Goods must focus on creating an engaging and unique atmosphere that will draw customers in. This can be done by utilizing modern design approaches and incorporating eco-friendly materials when possible as well as providing custom flavors that cannot be found elsewhere in the city. Offering discounts for orders placed online or through their app could also help to attract more customers while simultaneously cutting operational costs. Additionally, they must ensure that their products are of high quality; offering samples and feedback forms at the store are great ways to get customer opinions on what they like or dislike about a particular product – this information can then be used to make necessary improvements as needed or create new recipes. With the right combination of these elements, Home Sweet Home Baked Goods should be able to stand out from all other competitors in Bend and establish itself as the go-to bakery for all locals and visitors alike.

Home Sweet Home Baked Goods is a home-based bakery that offers locally sourced ingredients and innovative recipes. Our goal is to provide our customers with freshly made, high-quality pastries at reasonable prices. We offer custom flavors and designs for special occasions like weddings or birthdays as well as more traditional items such as cupcakes, cookies, pies, and tarts.

To drive foot traffic to our storefront location in Bend:

  • Products : We will focus on creating unique flavors (gluten-free/vegan options) along with custom designs catering specifically to individual needs.
  • Price : We will offer competitive prices that appeal both to local residents and visitors alike.
  • Promotion : We will use digital marketing methods such as a website, social media platforms, and app ads to reach a wider audience. Additionally, we will create promotional offers like discounts (e.g., 10% off orders placed online or through our app) and free samples at the store.
  • Place : To ensure quick delivery times, we will focus on developing relationships with local suppliers so that we can get ingredients quickly and efficiently whenever possible. This way customers can be sure that their orders are always freshly made when they arrive.

Home Sweet Home Baked Goods is a home-based bakery that offers locally sourced ingredients and innovative recipes to customers at reasonable prices. We specialize in custom flavors and designs for special occasions such as weddings or birthdays, as well as more traditional items such as cupcakes, cookies, pies, and tarts. As we expand to a storefront location in Bend, our goal is to create an engaging atmosphere that will draw customers in while providing quality products that can’t be found elsewhere.  

Daily Operations:

We will begin each day by prepping the ingredients and baking batches of our products. This includes sifting flour and pre-measuring all other ingredients so that our pastries are made with the utmost care and precision. In addition, we will also make sure to check the expiration date on all ingredients used to ensure freshness. Once this is done, we will start the baking process using various techniques such as panning dough into sheet pans or molds or piping batters onto parchment paper for cupcakes. After baking has been completed, we will package up the products for sale or delivery depending on customer orders. Finally, we will clean up any messes from the kitchen area before closing for the day.  

Milestones to Achieve:

The following milestones will be necessary to ensure the success of Home Sweet Home Baked Goods.

  • Develop Relationships with Local Suppliers – We will create relationships with local suppliers to get fresh ingredients as quickly and efficiently as possible.
  • Create a Website and Social Media Platforms – We will need to build a website that advertises our products, informs customers about delivery options, and provides contact information for orders. Additionally, we will develop social media accounts on popular platforms like Instagram and Facebook in order to reach a wider audience and engage customers through content marketing strategies.
  • Offer Promotional Offers – We will need to create promotional offers such as discounts or free samples at the store in order to draw more customers into the shop.
  • Develop Innovative Recipes – We will need to come up with new flavors, designs, and recipes in order to keep customers coming back for more.
  • Increase Visibility – We will need to use strategies such as app ads and digital marketing campaigns in order to increase the visibility of our business and reach more potential customers.

By achieving these milestones, we will be able to create a successful storefront location that provides quality products and an enjoyable atmosphere. Our goal is to become a fixture in the Bend community by creating a safe space where people can come together over delicious baked goods.  

The management team at Home Sweet Home Baked Goods is comprised of Jill Davis and her husband Sam. Jill and Sam have been a dynamic duo since they first met in college, and their enthusiasm for baking has helped them to build an empire out of their passion.

Jill is the co-founder and head baker at Home Sweet Home Baked Goods. She is a talented pastry chef with a keen eye for detail, ensuring that every product they produce meets their high standards. She has spent years perfecting her craft, creating innovative recipes with locally sourced ingredients to meet the needs of their customers. Her creativity and skill in the kitchen have earned her renown among local bakers, and she often receives requests from customers to create custom flavors or designs for special occasions such as weddings or birthdays.

Sam serves as co-founder and CEO of Home Sweet Home Baked Goods. He brings his wealth of business knowledge, acting as a strategic partner to Jill by overseeing operations, developing marketing strategies, and securing connections with suppliers. Sam’s dedication to customer service ensures that every customer gets the best possible experience when ordering from Home Sweet Home Baked Goods. His commitment to excellence has enabled them to consistently provide quality products at reasonable prices.

Together, Jill and Sam have turned a hobby into a successful business that specializes in fresh baked goods made with love for each customer who comes through its doors or orders online. Their passion for baking has enabled them to grow from a small home-based bakery into an established storefront location where they can continue providing exceptional products while getting to know their community better than ever before.  

Home Sweet Home Baked Goods is dedicated to providing quality baked goods and an enjoyable atmosphere for their customers. To ensure the success of their storefront, they need to create a comprehensive financial plan that outlines their projected growth and profitability.

In summary, Home Sweet Home Baked Goods’ financial plan is based on the following assumptions:

  • Initial Start-Up Capital – We will need to raise initial start-up capital of $30,000 in order to cover expenses such as rent, equipment, and inventory for our storefront location.
  • Profitability – We anticipate a 10% increase in sales every month, resulting in a steady growth of profitability.
  • Cost of Goods Sold – We estimate our cost of goods sold to be 35% which is lower than the industry average due to our commitment to quality ingredients and competitive prices.
  • Working Capital – Our working capital requirement will need to be adequate enough to cover at least three months of inventory, wages for staff, and other operating expenses.
  • Financing – We plan to raise funds from a combination of personal savings, investors, and bank loans in order to meet our initial start-up capital requirements.
  • Expansion – We anticipate the need for additional space or equipment within 12 months of opening.
  • Taxes – We plan to pay estimated taxes quarterly throughout the year in order to remain compliant with federal regulations.

These assumptions will form the basis of our financial plan for Home Sweet Home Baked Goods and will help us to determine how we should allocate funds in order to reach our desired business goals. With this financial plan, we hope to transition Home Sweet Home Baked Goods into a successful storefront business.  

Sample Menu

1. Fresh Bread:

  • White Sandwich Loaf
  • Whole Wheat Loaf
  • Raisin Walnut Bread
  • Italian Herb & Cheese Loaf
  • Cinnamon Swirl Bread

2. Cookies:

  • Chocolate Chip Cookies
  • Peanut Butter Cookies
  • Vanilla Layer Cake with Strawberry Filling and Cream Cheese Frosting
  • Carrot Cake with Cream Cheese Frosting
  • Red Velvet Cupcakes with Cream Cheese Frosting

4. Pies and Tarts:

  • Apple Pie with Crumb Topping
  • Lemon Meringue Tart

5. Specialty Desserts:

6. Coffee Drinks & Teas:

  • Cold Brew Coffee

7. Smoothies & Shakes:

  • Strawberry Banana Smoothie
  • Mango Pineapple Shake

Financial Statements

Balance sheet.

[insert financial statement]

Income Statement

Cash flow statement, bakery business plan example pdf.

Download our bakery business plan pdf here. This is a free bakery business plan example to help you get started on your own bakery plan.

How to Finish Your Bakery Business Plan in 1 Day!

Don’t you wish there was a faster, easier way to finish your bakery business plan?

With Growthink’s Ultimate Business Plan Template you can finish your plan in just 8 hours or less!

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How to Write a Bakery Business Plan + Template

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Creating a business plan is essential for any business, but it can be especially helpful for bakery businesses who want to improve their strategy or raise funding.

A well-crafted business plan not only outlines the vision for your company but also documents a step-by-step roadmap of how you are going to accomplish it. In order to create an effective business plan, you must first understand the components that are essential to its success.

This article provides an overview of the key elements that every bakery owner should include in their business plan.

Download the Ultimate Bakery Business Plan Template

What is a Bakery Business Plan?

A bakery business plan is a formal written document that describes your company’s business strategy and its feasibility. It documents the reasons you will be successful, your areas of competitive advantage, and it includes information about your team members. Your business plan is a key document that will convince investors and lenders (if needed) that you are positioned to become a successful venture.

Why Write a Bakery Business Plan?

A bakery business plan is required for banks and investors. The document is a clear and concise guide of your business idea and the steps you will take to make it profitable.

Entrepreneurs can also use this as a roadmap when starting their new company or venture, especially if they are inexperienced in starting a business.

Writing an Effective Bakery Business Plan

The following are the key components of a successful bakery business plan:

Executive Summary

The executive summary of a bakery business plan is a one to two page overview of your entire business plan. It should summarize the main points, which will be presented in full in the rest of your business plan.

  • Start with a one-line description of your bakery /
  • Provide a short summary of the key points in each section of your business plan, which includes information about your company’s management team, industry analysis, competitive analysis, and financial forecast among others.

Company Description

This section should include a brief history of your company. Include a short description of how your company started, and provide a timeline of milestones your company has achieved.

If you are just starting your bakery , you may not have a long company history. Instead, you can include information about your professional experience in this industry and how and why you conceived your new venture. If you have worked for a similar company before or have been involved in an entrepreneurial venture before starting your bakery firm, mention this.

You will also include information about your chosen bakery business model and how, if applicable, it is different from other companies in your industry.

Industry Analysis

The industry or market analysis is an important component of a bakery business plan. Conduct thorough market research to determine industry trends and document the size of your market. 

Questions to answer include:

  • What part of the bakery industry are you targeting?
  • How big is the market?
  • What trends are happening in the industry right now (and if applicable, how do these trends support the success of your company)?

You should also include sources for the information you provide, such as published research reports and expert opinions.  

Customer Analysis

This section should include a list of your target audience(s) with demographic and psychographic profiles (e.g., age, gender, income level, profession, job titles, interests). You will need to provide a profile of each customer segment separately, including their needs and wants.

For example, a bakery’s customers may include:

  • Families with young children who are looking for birthday cakes or other special occasion desserts
  • Businesses that need to order large quantities of pastries or other baked goods for their office functions
  • Individual customers who want to purchase small quantities of freshly-baked goods for their personal consumption

You can include information about how your customers make the decision to buy from you as well as what keeps them buying from you.

Develop a strategy for targeting those customers who are most likely to buy from you, as well as those that might be influenced to buy your products or bakery services with the right marketing.

Competitive Analysis

The competitive analysis helps you determine how your product or service will be different from competitors, and what your unique selling proposition (USP) might be that will set you apart in this industry.

For each competitor, list their strengths and weaknesses. Next, determine your areas of competitive differentiation and/or advantage; that is, in what ways are you different from and ideally better than your competitors.

Marketing Plan

This part of the business plan is where you determine and document your marketing plan. . Your plan should be clearly laid out, including the following 4 Ps.

  • Product/Service: Detail your product/service offerings here. Document their features and benefits.
  • Price: Document your pricing strategy here. In addition to stating the prices for your products/services, mention how your pricing compares to your competition.
  • Place: Where will your customers find you? What channels of distribution (e.g., partnerships) will you use to reach them if applicable?
  • Promotion: How will you reach your target customers? For example, you may use social media, write blog posts, create an email marketing campaign, use pay-per-click advertising, launch a direct mail campaign. Or you may promote your bakery business via word-of-mouth.

Operations Plan

This part of your bakery business plan should include the following information:

  • How will you deliver your product/service to customers? For example, will you do it in person or over the phone only?
  • What infrastructure, equipment, and resources are needed to operate successfully? How can you meet those requirements within budget constraints?

The operations plan is where you also need to include your company’s business policies. You will want to establish policies related to everything from customer service to pricing, to the overall brand image you are trying to present.

Finally, and most importantly, in your Operations Plan, you will lay out the milestones your company hopes to achieve within the next five years. Create a chart that shows the key milestone(s) you hope to achieve each quarter for the next four quarters, and then each year for the following four years. 

Examples of milestones for a bakery business include reaching $X in sales. Other milestones could include adding new products/services, opening additional locations, or increasing employee headcount.

Management Team

List your team members here, including their names and titles, as well as their expertise and experience relevant to the foodservice industry. Include brief biography sketches for each team member.

Particularly if you are seeking funding, the goal of this section is to convince investors and lenders that your team has the expertise and experience to execute on your plan. If you are missing key team members, document the roles and responsibilities you plan to hire for in the future.

Financial Plan

Here you will include a summary of your complete and detailed financial plan (your full financial projections go in the Appendix). 

This includes the following three financial statements:

Income Statement

Your income statement should include:

  • Revenue: how much revenue you generate.
  • Cost of Goods Sold: These are your direct costs associated with generating revenue. This includes labor costs, as well as the cost of any equipment and supplies used to deliver the product/service offering.
  • Net Income (or loss): Once expenses and revenue are totaled and deducted from each other, this is the net income or loss

Sample Income Statement for a Startup Bakery  

Balance sheet.

Include a balance sheet that shows your assets, liabilities, and equity. Your balance sheet should include:

  • Assets : All of the things you own (including cash).
  • Liabilities : This is what you owe against your company’s assets, such as accounts payable or loans.
  • Equity : The worth of your business after all liabilities and assets are totaled and deducted from each other.

Sample Balance Sheet for a Startup Bakery  

Cash flow statement.

Include a cash flow statement showing how much cash comes in, how much cash goes out and a net cash flow for each year. The cash flow statement should include:

  • Cash Flow From Operations
  • Cash Flow From Investments
  • Cash Flow From Financing

Below is a sample of a projected cash flow statement for a startup bakery business.

Sample Cash Flow Statement for a Startup Bakery  

You will also want to include an appendix section which will include:

  • Your complete financial projections
  • A complete list of your company’s business policies and procedures related to the rest of the business plan (marketing, operations, etc.)
  • Any other documentation which supports what you included in the body of your business plan.

Writing a good business plan gives you the advantage of being fully prepared to launch and grow your bakery . It not only outlines your business vision but also provides a step-by-step process of how you are going to accomplish it. 

Creating a business plan forces you to think through all aspects of your business including marketing, finances, operations, and more. Ultimately, a well-thought-out business plan is key to a successful bakery.  

Finish Your Bakery Business Plan in 1 Day!

Wish there was a faster, easier way to finish your bakery business plan?

With our Ultimate Bakery Business Plan Template you can finish your plan in just 8 hours or less!

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Bakery Order Form, Contract & Production Schedule Templates

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Bakery Business Plan Template

Written by Dave Lavinsky

Business Plan Outline

  • Bakery 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

Bakery Business Plan

You’ve come to the right place to create your bakery’s 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 bakeries.

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

How To Write a Bakery Business Plan & Sample

The following information will provide a description of what to include in your bakery business plan along with links to an example for that section:

  • Executive Summary – The Executive Summary section provides a high-level overview of your plan. It should include your company’s mission statement, as well as information on the products or services you offer, your target market, and your business goals and objectives.
  • Company Overview – The Company Overview section provides an in-depth look at your company, including information on your company’s history, ownership structure, bakery location, and management team.
  • Industry Analysis – Also called the Market Analysis, in this section, you will provide an overview of the industry in which your bakery will operate. You will discuss trends affecting the industry, as well as your target market’s needs and buying habits.
  • Customer Analysis – In this section, you will describe your target market and explain how you intend to reach them. You will also provide information on your customers’ needs and buying habits.
  • Competitive Analysis – This section will provide an overview of your competition, including their strengths and weaknesses. It will also discuss your competitive advantage and how you intend to differentiate your bakery from the competition.
  • Marketing Plan – In the Marketing Plan section, you will detail your marketing strategy, including your advertising and promotion plans. You will also discuss your pricing strategy and how you intend to position your bakery in the market.
  • Operations Plan – In the Operations Plan, you will provide an overview of your store’s operations, including your store layout, staff, and inventory management. It also includes information on your warehousing and distribution arrangements and a list of long-term milestones or business goals.
  • Management Team – In this section, you will provide information on yourself as the talented baker, your team, your experience, and your roles in the company.
  • Financial Plan – In this section of your bakery financial plan, you will include your financial statements: income statement, balance sheet, and cash flow statement. It also includes information on how much funding you require and the use of these funds.

Next Section: Executive Summary >

Bakery Business Plan FAQs

How can i complete my bakery business plan quickly & easily.

Learn more about writing a successful plan by using this bakery business plan template .

Where Can I Download a Bakery Business Plan Template?

Get a downloadable bakery business plan template here . 

What Are the Main Types of Bakeries?

A bakery can be retail or wholesale. A retail bakery sells baked goods directly to customers, while a wholesale bakery typically sells products to other businesses, like restaurants, grocery stores, specialty shops, and cafes.

How Do You Get Funding for Your Bakery?

Bakeries are most commonly funded with personal savings and bank loans. Credit card financing and angel investors are also popular forms of funding for bakeries.

Learn More:  Seeking Funding from Angel Investors vs Venture Capitalists

What Are the Main Sources of Revenues and Expenses for a Bakery?

The primary source of revenue for bakeries is its baked good sales. This includes deliveries and online orders. Sometimes bakeries also earn from bulk orders from wholesalers or special occasions.

The key expenses for bakeries are rent, wages and salaries, ingredients and packaging.

What are the Steps To Open a Bakery Business?

Opening a bakery business can be an exciting endeavor. Having a clear roadmap of the steps to open a business will help you stay focused on your goals and get started faster.

1. Develop A Bakery Business Plan - The first step in opening a business is to create a detailed bakery business plan that outlines all aspects of the venture. This should include potential market size and target customers, the services or products you will offer, pricing strategies and a detailed financial forecast.  

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your bakery business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your bakery business is in compliance with local laws.

3. Register Your Bakery Business - Once you have chosen a legal structure, the next step is to register your bakery business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws. 

4. Identify Financing Options - It’s likely that you’ll need some capital to open your bakery business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms. 

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations. 

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events. 

7. Acquire Necessary Bakery Equipment & Supplies - In order to start your bakery business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation. 

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your bakery business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising. 

Learn more about how to start a successful bakery business:

  • How to Open a Bakery Business

Where Can I Get a Bakery Business Plan PDF?

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

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Bakery Business Plan: How to write it [Complete Guide]

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  • January 3, 2023
  • Food & Beverage

appendix of bakery business plan

Whether you’re looking to raise funding from private investors or to get a loan from a bank (like a SBA loan) for your bakery, you will need to prepare a solid business plan.

In this article we go through, step-by-step, all the different sections you need in the business plan for your bakery. Use this template to create a complete, clear and solid business plan that get you funded.

1. Executive Summary

The executive summary of a business plan gives a sneak peek of the information about your business plan to lenders and/or investors.

If the information you provide here is not concise, informative, and scannable, potential lenders and investors will lose interest.

Though the executive summary is the first and the most important section, it should normally be the last section you write because it will have the summary of different sections included in the entire plan.

Why do you need a business plan for a bakery?

The purpose of a business plan is to secure funding through one of the following channels:

  • Obtain bank financing or secure a loan from other lenders (such as a SBA loan )
  • Obtain private investments from investment funds, angel investors, etc.
  • Obtain a public or a private grant

How to write your bakery’s executive summary?

Provide a precise and high-level summary of every section that you have included in your bakery business plan. The information and the data you include in this segment should grab the attention of potential investors and lenders immediately. Ensure that the executive summary doesn’t exceed 2 pages in total.

The executive summary usually consists of the five major sub-sections that include:

  • Business Overview : give a brief introduction to your bakery and quickly describe your brand, its offerings, the pricing list of products and what sets you apart from your competitors
  • Market Overview : the market analysis segment will contain an overview of the expected bakery market size and growth in your area, as well as an analysis of your competitors and target audience
  • Management & People : introduce your bakery’s management and employee structure. Provide a brief (no more than a couple of sentences each) of the knowledge and experience of the team. Also, speak here about your hiring plans and the reporting lines
  • Financial Plan : how much profit and revenue do you expect in the next 5 years? When will you reach the break-even point and start making profits? Include here a chart depicting your key financials such as revenue, gross profits, and net profit
  • Funding Ask : what loan/investment/grant are you seeking? How much do you need? How long will this last?

appendix of bakery business plan

Bakery Financial Model

Download an expert-built 5-year Excel financial model for your business plan

2. Bakery Business Overview

In this section of your bakery business plan, you will provide an overview (slightly more detailed) of your business. If there is something unique about your baked products, mention that in this segment.

Some of the most important questions that you must try to answer in this section include:

  • Why are you opening a bakery?
  • Where will your bakery be located and why did you choose that location?
  • What type of baked products will you sell (low-calorie, vegan, gluten-free, etc.)?
  • Why do you want to offer those product lines?
  • How will you price your food offerings?
  • Will your operating hours be the same as your competitors?
  • Who is your target audience?
  • What will be the legal structure of your company?

Let’s look at different subsections that you must include:

a) History of the Project

Any business must have two components:

  • Passion & experience of the business owner
  • Rationale behind the business

Passion & Experience

It is not necessary to have any prior experience with a bakery. As long as you are passionate about it and you know your market, you are good to go. 

However, if you have any experience, make sure that you are mentioning that. For example, you may have been a head pastry chef and a creative cake decorator in a popular bakery for 6 years and now you want to launch your own bakery.

No matter what, ensure that you demonstrate not just passion but also some industry knowledge that you must garner through thorough research.

Every business has a rationale behind its existence. What’s yours? Are you going to solve some problems that exist in the current bakery business scene? 

For instance, the target market may have a very high percentage of pastry-loving obese people. You may be the first one to introduce low-calorie pastries, cakes, and other baked items. 

Similarly, if the area has a high vegan density, you may want to introduce a line of vegan products that no other bakery in the area is offering.

You must also ensure that the market is conducive for the business to exist. For instance, if you are a master cake maker who makes ultra-realistic cakes that cost a lot and try to sell them in a low-income neighborhood, your cakes will probably not sell.

Therefore, it is important to understand the market before starting a business to prevent extreme losses, and eventually closure.

b) Business Model

This is where you will talk about the business model and the type of bakery you want to open. Some points that you need to briefly describe here are:

  • Will you buy a new bakery, or will you buy an old one and remodel it?
  • Will you open a specialty bakery, a counter service bakery, or some other bakery type?
  • What equipment, technologies, inventory, and tools will you need to operate your bakery?
  • Where will you source your ingredients from?

There are various types of bakeries that you consider:

  • Bakery Café : It is a sit-down bakery. It is a retail bakery with a dedicated dining area. There will be front-of-house and back-of-house spaces and people will often order food and other drinks apart from your baked items like muffins, cupcakes, cookies, etc. People can also order tea, coffee, sandwiches, etc.
  • Counter Service Bakery : These bakeries do not have any dining area. People will order food and take them away. You can sell other food items like drinks, burgers, sandwiches, etc. apart from your usual baked goods.
  • Specialty Bakery : These bakeries focus on a very specific set of products. For example, wedding cakes, gluten-free baked products, etc.
  • Retail or Wholesale Bakery : The difference between a retail and a wholesale bakery is that in the retail model, you will sell to your direct customers (B2C). In the wholesale model, you will be selling to other businesses like cafes, restaurants, specialty shops, etc.

Irrespective of the type of bakery you want to open, make sure that there is adequate demand for the products you want to sell. For instance, if you are trying to sell a vegan line of baked products to customers who want non-veg-based baked products, you will not succeed. There must be enough vegans in your target market.

c) Products & Services

In this sub-section of your bakery business plan, you will provide a list of your products and services. For instance, if you intend to open a specialty bakery such as wedding cakes, you must provide a menu listing all that you have to offer.

Similarly, if you want to sell bread, cookies, and pastries only, make sure that your sample menu lists them. If there are too many items that you intend to sell, make sure that the sample menu you are providing includes the major attractions. You don’t need to list all the items.

appendix of bakery business plan

d) Pricing Strategy

This is where you will explain your pricing strategy. Of course, your prices can vary significantly from your competitors. However, if there is a significant price variation, you must explain such differences.

For instance, you may be selling custom-designed birthday and wedding cakes instead of generic designs. That may be the reason for higher costs. Similarly, the quality of the ingredients you use for baking can also account for the price differences.

Irrespective of the case, include a pricing chart for your menu items. No need to include the price of every product or product bundle you intend to sell. Instead of listing the price for every product individually, you can just provide a pricing range.

For example, you can do something like this:

  • Multi-decker cakes with custom fondant-crafted figurines: $350 to $1,000
  • Gluten-free cookies: $3 to $6

Offering a pricing chart is important because your pricing strategy will also allow investors to tie your pricing strategy with your financial projections later on.

appendix of bakery business plan

e) Legal Structure

Finally, your business overview section should specify what type of business structure you want. Is this a corporation or a partnership (LLC)? Who are the investors? How much equity percentage do they own? Is there a Board of Directors? If so, whom? Do they have experience in the industry?

3. Bakery Market Overview

A complete understanding of the market where you want to operate is important for the success of your business.

For example, there may be a large number of cafes in the area with regular and high demand for baked goods like pastries and cookies. Thus, opening a wholesale bakery to serve the B2B demand instead may make sense here.

Therefore, you must cover here 3 important areas in the market overview or market analysis section of the business plan of your bakery:

  • Market trends : how big is the bakery industry in your area? What is its growth rate (or decline rate) and what are the factors contributing to its growth or decline?
  • Competition overview : how many competitors are there? How do they compare vs. your business? How can you differentiate yourself from them?
  • Customer analysis: who is your target audience? What type of bakery setup do they prefer? How frequently do they buy baked goods? What is their average spending at bakeries? 

a) Bakery Industry Status Quo

How big is the bakery industry in the us.

According to the American Bakers Association, the US bakery market represents $154 billion and employs over 800,000 people..! The commercial segment is by far the largest (91% industry size) vs. retail bakeries that only represent 9% of the total US bakery market.

In terms of products, here is the breakdown of the most common bakery products as a percentage of total bakery sales in the US:

appendix of bakery business plan

How big is the bakery industry in your area?

Once you grab the exact data for the US market and add it to your business plan, you can then divert your attention to the area where you want to operate. It might not be possible to find region or area-specific studies, and hence, you must estimate the size. For more information, read our article on how to estimate TAM, SAM and SOM for your startup.

Let’s now see how to estimate the market size of the bakery industry size for your business plan . We know that:

  • The total US market size for retail bakeries is $15 billion (10% of the total $154 billion)
  • The total number of retail bakeries is around 23,000

Therefore, the average annual revenue for each retail bakery is around $650,000 (that’s an average of $1,800 in sales per day).

So, if there are 20 already bakeries in the area where you will operate, we can reasonably assume the market size of the bakery industry in your area is around $13 million.

How fast is the bakery industry growing in the area?

Now, you must show the expected growth rate of the bakery industry in your area. This information may not be available via online research papers. However, assessing the growth rate will not be difficult.

You can approach each bakery separately and ask for their year of establishment. You will get a clear picture of the overall growth rate.

For instance, if there were 18 bakeries in 2018 and 20 bakeries in 2022, the average annual growth rate is 5.1%.

appendix of bakery business plan

b) Bakery Competition Overview

Studying your competitors’ business models is vital. You need to understand what makes them successful or why they fail. A clear understanding of their bakery product offerings, marketing strategies, etc., will allow you to provide a better service.

If your competitors are offering nearly the same products & services, then what is their market share and how do they market their products & services to attract new customers?

It is always a good idea to do some research (if necessary, physically visit your competitors without revealing your business intentions) and create a comparative table summarizing their product & service offerings, marketing strategies, target audience, etc.

Here is a sample table that you can use:

The competition analysis table you will add to your bakery business plan will depend on what information you need and want to include based on your business model.

Bakery SWOT Analysis

Try to provide a SWOT analysis. It must be crisp and highly focused. SWOT stands for Strength, Weakness, Opportunities, and Threats.

Here is a sample that you can use as a reference:

  • Strengths : Baking & Pastry Arts degree from Culinary Institute of America; 6 years of cake and pastry baking & decoration experience in a renowned bakery chain
  • Weaknesses : Startup cost, zero reputation
  • Opportunities : Increasing demand for healthy baked food because of increasing health consciousness in the target market
  • Threats : Big brands like Dewey’s Bakery, Insomnia Cookies, Bare Snacks, etc., are flooding the market

A clear understanding of your strengths and weakness along with opportunities and threats in the real market can help you to design your marketing strategy. It also helps potential investors to assess the risk and reward profile of your business.

appendix of bakery business plan

c) Bakery Customer Analysis

This is the sub-section where you will provide a detailed analysis of your target audience. Some important points that you must include in your customer analysis include:

  • Age and gender distribution (you can get local demographic data from census.gov )
  • Per capita expenditure on baked food items
  • Frequency of bakery visits
  • Average monthly income and disposable income
  • Average bill size per visit
  • Type of bakery preferred
  • The expected price range for baked items
  • Preference for healthy snacks and willingness to pay for high-quality products
  • Any seasonal preferences they have

You can add as many data points as required to validate your business decision. The idea here is to display your deep understanding of the target audience and their needs, preferences, and expectations. This knowledge can help you to tailor your products & services to attract new customers.

appendix of bakery business plan

4. Sales & Marketing

This is the segment where you outline your customer acquisition strategy. Try to answer the following questions:

  • What is your USP?
  • What are the different marketing strategies you will use?
  • How do you intend to track the success of your marketing strategy?
  • What is your CAC or customer acquisition cost?
  • What is your marketing budget?
  • What introductory promos and offers do you intend to provide for attracting new customers?

Let’s expand a bit on a few questions below:

What marketing channels do bakeries use?

A few marketing channels that bakeries typically use are:

  • Online listing & reviews (e.g. Google Business)
  • Bakery directory listing
  • Signage and billboards
  • Print media (newspapers, etc.)
  • Loyalty programs
  • Coupons & gift cards
  • Social media interactions and social media ads

It is not necessary to use all channels. You can start by focusing on a few of them. You can include other marketing strategies later.

Also, you must have a fair and nearly accurate estimate of your marketing budget. Failure to display a well-planned and adequate cash flow for advertising and marketing can lead to investors losing confidence. That’s because investors are fully aware that if adequate funds are not allocated for marketing, the business will be derailed before becoming a success.

What is your unique selling proposition (USP)?

In other words, how do you differentiate yourself vs. competitors? This is very important as you might need to win customers from competitors.

A few examples of USPs are:

  • Low Calorie : Craving for sweets while burning fat? We have the perfect pastries!
  • Vegan : Dairy-free vegan cheesecakes that melt in your mouth
  • Doorstep delivery : We will reach your door to satiate your cravings

Your USP will depend on your business model, competitor analysis, and target audience. Whatever your USP be, it should appeal to your potential customers and attract them. Plus, The USP you offer should be convincing enough for investors and lenders.

appendix of bakery business plan

5. Management & People

You must address two things here:

  • The management team and their experience/track record
  • The organizational structure: different team members and who reports to whom?

a) Management

Small businesses often fail because of managerial weaknesses. Thus, having a strong management team is vital. Highlight the experience and education of senior managers that you intend to hire to oversee your bakery business.

Describe their duties, responsibilities, and roles. Also, highlight their previous experience and explain how they succeeded in their previous roles.

It is also important that you explain how their experiences and qualifications help you in implementing the bakery you are proposing. If they have specialized training, and experience (such as a degree in baking and pastry arts degree, 6 years of baking experience in a renowned bakery chain, etc.), add that information.

b) Organization Structure

Even if you haven’t already hired production bakers, pastry chefs, kitchen helpers, marketing & accounts personnel, etc., you must provide a flowchart of the organizational structure defining the hierarchy of reporting.

appendix of bakery business plan

6. Financial Plan

The financial plan is perhaps, with the executive summary, the most important section of any business plan for a bakery.

Indeed, a solid financial plan tells lenders that your business is viable and can repay the loan you need from them. If you’re looking to raise equity from private investors, a solid financial plan will prove them your bakery is an attractive investment.

There should be 2 sections to your financial plan section:

  • The startup costs of your project (if you plan to start a new bakery, purchase new equipment, renovate your store, etc.)
  • The 5-year financial projections

a) Startup Costs

Before we expand on 5-year financial projections in the following section, it’s always best practice to start with listing the startup costs of your project. For a bakery, startup costs are all the expenses you incur before you open your bakery and start making sales. These expenses typically are:

  • The lease deposit for the space (if you rent) or the cost to purchase the real estate
  • The renovation / refurbishment of the building / space
  • Equipment & furniture for the bakery

Of course, the startup costs depend on many factors like the bakery shop size, its location, the number of staff, quality of the equipment, etc. 

As an example, it costs on average $109,250 to $310,050 to open a 1,500 sq. ft. bakery in the US .

Note that these costs are for illustrative purposes and may not be fully relevant for your business. For more information on how much it costs to open and run a bakery, read our article here .

b) Financial Projections

In addition to startup costs, you will now need to build a solid 5-year financial model for your bakery.

Your financial projections should be built using a spreadsheet (e.g. Excel or Google Sheets) and presented in the form of tables and charts in the business plan of your bakery.

As usual, keep it concise here and save details (for example detailed financial statements, financial metrics, key assumptions used for the projections) for the appendix instead.

Your financial projections should answer at least the following questions:

  • How much revenue do you expect to generate over the next 5 years?
  • When do you expect to break even?
  • How much cash will you burn until you get there?
  • What’s the impact of a change in pricing (say 15%) on your margins?
  • What is your average customer acquisition cost?

You should include here your 3 financial statements (income statement, balance sheet and cash flow statement). This means you must forecast:

  • The number of customers over time ;
  • Your expected revenue ;
  • Operating costs to run the business ;
  • Any other cash flow items (e.g. capex, debt repayment, etc.).

When projecting your revenue, make sure to sensitize pricing and the number of customers as a small change in these assumptions will have a big impact on your revenues.

appendix of bakery business plan

7. Funding Ask

This is the last section of your bakery business plan. Now that we have explained what your bakery business model is, what you sell and to whom, what’s your marketing strategy, etc., this section must now answer the following questions:

  • How much funding do you need?
  • What financial instrument(s) do you need: is this equity or debt, or even a free-money public grant?
  • How long will this funding last?
  • Where else does the money come from? If you apply for a SBA loan for example, where does the other part of the investment come from (your own capital, private investors?)

If you raise debt:

  • What percentage of the total funding the loan represents?
  • What is the corresponding Debt Service Coverage Ratio ?

If you raise equity

  • What percentage ownership are you selling as part of this funding round?
  • What is the corresponding valuation of your business?

Use of Funds

Any bakery business plan should include a clear use of funds section. This is where you explain how the money will be spent.

Will you spend most of the loan / investment in paying your employees’ salaries? Or will it cover mostly the cost for the lease deposit and the renovation?

Those are very important questions you should be able to answer in the blink of an eye. Don’t worry, this should come straight from your financial projections. If you’ve built solid projections like in our Bakery financial model template , you won’t have any issues answering these questions.

For the use of funds, we also recommend using a pie chart like the one we have in our financial model template where we outline the main expenses categories as shown below.

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Download Now: Bakery Business Plan Templates for 2021

A bakery business isn’t that difficult to start but it comes with a lot of planning. You can’t just release all your baked goods overnight without carefully planning how you’re going to market and sell it. You will need to figure out your menu, where to get your supplies, the costing for each of your baked goods, and how to package them. You will have to jot everything down, lay the groundwork for all your needs, and set goals to meet them.

If your love and passion for baking have made you decide to put up a bakery, then you’re in the right place to figure out how to start on one. As with all other businesses out there, you will need a business plan and we’re here to help you how to make one.

Page Contents

Why Do You Need A Business Plan?

Executive summary, introduction, company description, customer focus, mission statement, company concept, market analysis, target market, industry analysis, competitive analysis, management structure, product line and services, sales and marketing, financial plan, funding request, financial forecast, operational plan, download templates.

appendix of bakery business plan

Do you need a business plan for a bakery?

A business plan is a guideline to help you figure out what direction your business is heading and what goals you want to achieve. It’s also a great plan to present to banks if you’re looking for a loan and for potential business partners if you’re looking for investors. But most of all, you need a business plan to help yourself. It will serve as your guide on how to achieve your goals and even compute your possible profit.

By the end of this guide, you’ll be able to draft up your business plan or you can use the template we’ll provide that’s available to download below.

  • Executive summary
  • Company description
  • Customer focus
  • Mission statement
  • Market analysis 
  • Industry analysis 
  • Product line and services
  • Sales and marketing
  • Financial plan
  • Download templates

Start your bakery business plan with an executive summary section. This section is all about providing brief information on your business without getting all the details in. The goal of this section is to get the whole picture of what your bakery is all about at a single glance.

Just 2 to 3 sentences per category should be enough to express your ideas. You’ll get the chance to explain everything specifically in the later part of the business plan.

Imagine having a booth at a food fair with dozens of other businesses right next to you. What are the things you can put on your sign that when a customer passes by they’ll be able to figure out what you’re selling in just a couple of seconds?

That is what you are going to write in your introduction. You are going to supply information that’s eye-catching, attention-grabbing, but also sticking to the realness of your bakery.

Related Reading: The 6-Step Marketing Growth Plan for a Home-Based Bakery

Here’s an introduction example you can follow:

Quick Bites is a bakery that offers a new take on the bread scene for New Yorkers on the go. All the buns are stuffed with delicious filling, both savory and sweet to satisfy a hungry tummy in need of that quick snack that’s conveniently packaged to eat on the run.

Just by reading that example, you’ll know that Quick Bites is:

  • A bakery that supplies buns with filling that is either savory or sweet.
  • Located in New York.
  • Catered for people looking for a quick snack.

Capture your reader’s attention by keeping things light yet informative in this part of the business plan.

appendix of bakery business plan

Write a company description.

Every bakery business has a background. You’ll want to include how many years in the making has your bakery idea been going around and who is in charge of it. Will it be a partnership? Will you be doing the baking and managing at the same time? Putting in a little bit of your bakery’s background helps give the reader a brief understanding of what your business’s managing strategy is going to be.

The first thing on your mind when you decided on putting up a bakery is probably the menu. And though that’s quite exciting to draft up at once, you’ll have to decide on the services you’re going to offer first by figuring out what kind of bakery you’re going for.

Here is a guide to choose the type of bakery you want:

  • Full service – This includes having your own space with a kitchen and baking area, a display area for your baked goods, and dine-in options with drinks such as coffee or tea.
  • Take-out service – This is a type of bakery where you have a small space just to display your baked items and offer a drink or two. Customers can just line up and order your buns to go.
  • Online – This type of business does not require any space. This is all done in your kitchen at home. Customers will just place their orders online and will pick them up or have them delivered.

By deciding this early on, you can have a clear image of what your bakery is going to look like and how it will operate.

appendix of bakery business plan

Cake bakery display case.

We know what you’re thinking: everyone is your potential customer. And though that is the goal, you still need to list down your target customers so you can focus on a certain product line to sell.

Take for example Quick Bites. As mentioned in the introduction, the bakery is for those who are looking for a quick snack to eat. Therefore, their target customers are mostly working people who do not have time to sit down for a meal and are looking for a convenient yet delicious food replacement while still having the time to work.

Related Reading: 101 Creative Bakery Names You Can Use Right Now

With this focus in mind, Quick Bites’ product line of filled buns fit this category since busy people can eat their buns with one hand only so they can focus on doing other things instead.

Again, be sure to keep this short. You can add in the details later on in the Target Market section of the business plan.

Every business has a vision no matter how small it is. If you just plan to have a simple bakery up and running, you still have goals to meet. This is how businesses succeed since a mission statement allows owners and staff to be reminded of the direction they’re heading.

An example mission statement for Quick Bites would go like this:

Quick Bites’ mission is to serve a variety of freshly baked bread, particularly buns with different filling, that can satisfy a hungry tummy on the go. Our buns are nutritious and are packed with only real ingredients. No artificial flavors will be used and no preservatives are added. Our bakery is committed to making quick meals that are convenient to eat while working and we ensure that they are also healthy and affordable.

It’s time to get all the details down for your bakery’s concept. Think of it as the longer and more detailed version of your executive summary. This section is quite easy and fun since you can now list everything you’ve planned your bakery to have.

Will you be serving artisanal bread? How about puff pastries? Will you be including cakes? Will you also be offering coffee and tea? Will you be baking on the premises or will you have a commissary located somewhere? What are your operating hours?

All these things are important so list down everything you can think of that discusses what your bakery’s concept is going to be.

appendix of bakery business plan

Learn more about Jennifer Jacobs.

At this point, you’re probably wondering why you should care about analyzing the baking industry around you when all you want is to just bake your bread and sell them.

Well, let’s put it this way: baking bread might be easy but the selling part may be a little difficult if you don’t know your target market, the bakery business trend in your area, and the competition around you.

Writing down your target market is easy since you already mentioned it above on your Customer Focus section. Just add in more details so you or anyone else who will read this will understand more about which group of people do you cater to.

Include the following in your target market list:

  • Working-class or students
  • Location (local office workers, neighborhood families, etc.)

To ensure your bakery is going to be a success, analyze the trend surrounding this type of business in the area you’re planning to open this up. For instance, if you’re like Quick Bites whose target market is the working class, then you’ll need to check the area around your planned bakery if this is a place where several offices are located.

You may also include a study on whether or not people like artisanal bread or healthy bread. This can help you check whether your planned menu can sell successfully or not.

For online bakery businesses, you can focus on the factors that people tend to look at when they’re ordering food online. This includes:

  • The preferred number of days for pre-orders.
  • Delivery times and rates.

appendix of bakery business plan

You’ll have to come to terms with the fact that you’ll have competition once you open your bakery business. That’s not entirely a bad thing. Having competition can help you analyze the prices for your baked items and it would also draw in interest from other potential customers. The trick here is to be better than the rest and that is why you are doing this business plan so you can succeed when you start selling your items.

If you are putting up a physical store, list down the bakeries surrounding your potential location. If you are an online store, you can also compare other online bakeries in your neighborhood.

You may even do a comparison. Write down the top three business names of your competitors, their strengths, and their weaknesses, and see where your bakery stands out.

Knowing the roles each person plays in your bakery business is important. It sets a clear and distinct understanding so that no arguments will happen in the future regarding their duties. This is particularly helpful when you’re in a business with a partnership so there are specific roles and duties indicated per person.

But even if you’re running the business on your own, it’s still important to write it all down so you’re aware of what else you need to do and if you need to delegate some tasks.

Related Reading: Learn how a Culinary Grad Built a $26k/Month Pastry Shop.

You can divide these into the following:

  • Management Team – These are the people who will be running the business, those who will be in charge of sales and marketing, bookkeeping, filing and processing of legal documents, research and implementation, and ordering of supplies.
  • Bakers – These will include the people in charge of baking your products.

For a bigger bakery with dine-in capacity, you may include these as well:

  • Servers – These will include the people who will prepare the food to serve such as reheating bread or assembling them.
  • Baristas – If your bakery is serving coffee, these are the people in charge of working the espresso machine.

However, some bakeries have their servers work as baristas at the same time so it’s important to state this clearly so your employees will know their duties.

  • Cashiers – These people are in charge of manning the counter for any purchases.
  • Clean-up Crew – These will include people who are responsible for cleaning the tables, dishes, and everything else that you need to sanitize your bakery.

cake pops

Cake pops are a favorite at bakeries.

This section is the moment you have been waiting for. This is where you’ll place all the products you are going to offer in your bakery. Be it puff pastries, sandwiches, or artisanal bread, just be sure to write them all down. Be specific and indicate the prices as well.

Aside from your product line, you can include other services you wish to offer. Do you do wedding cakes? How about customized cakes? Would you be willing to supply bread to other businesses? Are you open to catering? Putting this all down in this section will help you organize your thoughts so you can put them into action carefully.

A very helpful way to start marketing your bakery is to combine your target market and product line to bring attention to what you’re selling. For Quick Bites, since their target market is for people on the go, they can push how convenient their buns can be eaten while they’re walking on the street. They can also advertise the many flavors of buns they can offer from sweet fillings such as custard or jam to savory ones such as pepperoni, cheese, or vegetables.

Social media is also a great way to market your business. By putting up nicely photographed images of your bread and knowing the right trending hashtags to use, you can capture a huge number of followers.

But if there’s one marketing plan that’s overlooked by many, it’s taking advantage of the sense of smell. Freshly baked bread is pleasing to the senses and can entice customers to check out what you’re baking. So if you have a physical store, use the delicious smell of your baked bread by letting it waft out into the streets to lure passersby. You’ll be surprised just how fast people will flock to your bakery when you allow the scent of your baked goods to fill them.

appendix of bakery business plan

Red rose cupcakes.

We’re now on to the nitty-gritty part of the business plan. This includes where you’re going to get the money to fund your bakery and forecast the expenses and possible profit you’re going to make. Why is this important? It’s so that you’ll know early on if the concept, product line, and proposed services you’re going to offer in your bakery is profitable or not.

Keep in mind that you don’t really need a lot of money at all if you’re just starting your bakery business. As previous guest on the podcast Jennifer Jacobs explained , she spent the first few years operating a home-based bakery business. Jennifer operated her business for years while holding down a full-time job, before opening the doors to her first retail space. This is the path she recommends for other food entrepreneurs too.

The only thing you need to focus on this section is to ask yourself, where are you going to get the money to start your bakery? Whether it is a small online business wherein you’re the only one who will be doing the baking and selling, or it’s a big bakery with dine-in options and lots of staff, you have to be clear where to get the capital for all of this.

Getting a loan from the bank or inviting investors are a few options you can choose. This is also the reason why you’re making this business plan to convince them to give you a loan or to join in funding your bakery.

appendix of bakery business plan

Bakery Food Truck.

You will need to list down all your planned expenses for your bakery. For a simple online bakery business, this includes:

  • Refrigerator
  • Packaging Materials
  • Ingredients (flour, sugar, salt, butter, etc.)

If you are planning to open a physical store with dine-in options, you’ll also have to include these:

  • Store signage
  • Bread display rack
  • Point-of-sale system
  • Chairs and tables
  • Trays, plates, and cutlery
  • Espresso machine

You’ll also need to spend on your advertising materials whether these are in social media or print. The bottom line is, listing down all your proposed expenses can help you forecast the amount of money you need to start your bakery. According to professional bakers we interviewed for this piece, starting up a bakery costs $100,000 and $750,000. With these numbers, you can then set up a budget and start looking around for affordable equipment for your bakery.

Aside from your expenses, you’ll also need to do a break-even analysis so you know if you’ll be able to receive any profit from your proposed product line and services.

Attention Bakery Founders: Download our Food Business Startup Kit for Startup Templates

Writing all your plans down is one thing but to set up a timeline for your operations is another. This sets the gears in motion for when you plan to execute your business.

Do a simple timeline following this example:

Date Plan [Insert Date Here] – Finalize the design and layout of the bakery and secure all rental documents such as permits and business registration. [Insert Date Here] – Start construction. [Insert Date Here] – Hiring and training of staff. You may also start advertising your bakery’s products and opening date. [Insert Date Here] – Start operations for the bakery. [Insert Date Here] – Achieve goals and reach break-even.

This is an example of a physical bakery store. For online bakeries, your timeline should be shorter and simpler.

This section is where most of your documentation to back up your business plan is included. You can also add photos of your bakery’s layout, your proposed design packages, and payroll plans.

Here are templates and real bakery business plan examples you can use as inspiration to setup your own business structure. These are available for download in PowerPoint, Google Docs, and PDF files.

  • Bakery Business Plan PowerPoint  
  • Bakery Business Plan Google Docs 
  • Bakery Business Plan PDF
  • If you are planning to open a physical store, be sure to delegate tasks. It’s fun to be hands-on with everything going around your bakery but you can’t manage the counter and be the baker at the same time. So appoint specific people for different roles but also have them multitask so you don’t hire too many people.
  • Plan your menu accordingly. You do not want to bake a lot of bread and let them go to waste at the end of the day. Study the foot traffic around your area as well as your possible bestselling item. For instance, if Mondays are the busiest, then maybe you can double up on your recipes for a certain bread that everyone seems to like best. But you can slow it down on Tuesdays and focus on other items instead.

Don’t be intimidated in starting up your bakery and making this business plan. The point of the business plan is that it’s supposed to help you go through the finer details of your bakery. If the whole bakery business plan seems too complex for you then you just failed in understanding the purpose of it. It has to be easy to read and understand because it will serve as your guide.

Where are you planning to open your bakery? We’re just as excited as you are for this new adventure and look forward to hearing about the plans you put in place. Don’t forget to sign up for our free Food Business Startup Kit for exclusive interviews with bakery founders.

Want to start your own food business?

Hey! 👋I’m Brett Lindenberg, the founder of Food Truck Empire.

We interview successful founders and share the stories behind their food trucks, restaurants, food and beverage brands. By sharing these stories, I want to help others get started.

If you liked this story, sign up for our newsletter that includes our food business startup kit and most popular interviews sent straight to your inbox.

Know someone interesting that should be interviewed on the website? Tell us about them here. 

About the Author: Brett Lindenberg

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What is an Appendix in a Business Plan?

Appendix is an optional section placed at the end of a document, such as a business plan, which contains additional evidence to support any projections, claims, analysis, decisions, assumptions, trends and other statements made in that document, to avoid clutter in the main body of text.

What is Included in an Appendix of a Business Plan?

Appendix commonly includes charts, photos, resumes, licenses, patents, legal documents and other additional materials that support analysis and claims made in the main body of a business plan document around market, sales, products, operations, team, financials and other key business aspects.

The appendix is the perfect place to showcase a wide range of information, including:

  • Supporting documentation: References and supporting evidence to substantiate any major projections, claims, statements, decisions, assumptions, analysis, trends and comparisons mentioned throughout the main body of a business plan.
  • Requested documentation: Information, documents or other materials that were specially requested by the business plan readers (e.g., lenders or investors) but are too large to place in the main body of text.
  • Additional information: Any other materials or exhibits that will give readers a more complete picture of the business.
  • Visual aids: Photos, images, illustrations, graphs, charts, flow-charts, organizational charts, resumes.

After reviewing the appendices, the reader should feel satisfied that the statements made throughout the main body of a business plan are backed up by sufficient evidence and that they got even fuller picture of the business.

How Should You Write a Business Plan Appendix? (Insider Tip)

The fastest way to pull the Appendix chapter together is to keep a list of any supporting documents that come to mind while you are in the process of writing the business plan text.

For example, while writing about the location of your business, you may realize the need for a location map of the premises and the closest competitors, demographic analysis, as well as lease agreement documentation.

Recording these items as you think of them will enable you to compile a comprehensive list of appendix materials by the time you finish writing.

Remember to keep copies of the original documents.

Template: 55 Business Plan Appendix Content Samples

For your inspiration, below is a pretty exhaustive list of supporting documentation that typically gets included in the business plan appendix. But please do not feel like you have to include everything from the list. In fact, you definitely shouldn’t!

The purpose of the appendix is to paint a fuller picture of your business by providing helpful supporting information, not to inundate yourself or the readers of your business plan. So, take care to only include what is relevant and necessary .

Company Description

1. Business formation legal documents (e.g., business licenses, articles of incorporation, formation documents, partnership agreements, shareholder agreements)

2. Contracts and legal agreements (e.g., service contracts and maintenance agreements, franchise agreement)

3. Intellectual property (e.g., copyrights, trademark registrations, licenses, patent filings)

4. Other key legal documents pertaining to your business (e.g. permits, NDAs, property and vehicle titles)

5. Proof of commitment from strategic partners (e.g., letters of agreement or support)

6. Dates of key developments in your company’s history

7. Description of insurance coverage (e.g. insurance policies or bids)

Target Market

8. Highlights of relevant industry and market research data, statistics, information, studies and reports collected

9. Results of customer surveys, focus groups and other customer research conducted

10. Customer testimonials

11. Names of any key material customers (if applicable)

Competition

12. List of major competitors

13. Research information collected on your competitors

14. Competitive analysis

Marketing and Sales

15. Branding collateral (e.g., brand identity kit designs, signage, packaging designs)

16. Marketing collateral (e.g., brochures, flyers, advertisements, press releases, other promotional materials)

17. Social media follower numbers

18. Statistics on positive reviews collected on review sites

19. Public relations (e.g., media coverage, publicity initiatives)

20. Promotional plan (e.g., overview, list and calendar of activities)

21. List of locations and facilities (e.g., offices, sales branches, factories)

22. Visual representation of locations and facilities (e.g., photos, blueprints, layout diagrams, floor plans)

23. Location plan and documentation related to selecting your location (e.g., traffic counts, population radius, demographic information)

24. Maps of target market, highlighting competitors in the area

25. Zoning approvals and certificates

26. Detailed sales forecasts

27. Proof of commitment from strategically significant customers (e.g., purchase orders, sales agreements and contracts, letters of intent)

28. Any additional information about the sales team, strategic plan or process

Products and Services

29. Product or service supporting documentation – descriptions, brochures, data sheets, technical specifications, photos, illustrations, sketches or drawings

30. Third-party evaluations, analyses or certifications of the product or service

31. Flow charts and diagrams showing the production process or operational procedures from start to finish

32. Key policies and procedures

33. Technical information (e.g., production equipment details)

34. Dependency on third-party entities (e.g., materials, manufacturing, distribution) – list, description, statistics, contractual terms, rate sheets (e.g., sub-contractors, shippers)

35. Risk analysis for all major parts of the business plan

Management and Team

36. Organizational chart

37. Job descriptions and specifications

38. Resumes of owners, key managers or principals

39. Letters of reference and commendations for key personnel

40. Details regarding human resources procedures and practices (e.g., recruitment, compensation, incentives, training)

41. Staffing plans

42. Key external consultants and advisors (e.g., lawyer, accountant, marketing expert; Board of Advisors)

43. Board of Directors members

44. Plans for business development and expansion

45. Plan for future product releases

46. Plan for research and development (R&D) activities

47. Strategic milestones

48. Prior period financial statements and auditor’s report

49. Financial statements for any associated companies

50. Personal and business income tax returns filed in previous years

51. Financial services institutions’ details (name, location, type of accounts)

52. Supporting information for the financial model projections, for example:

  • Financial model assumptions
  • Current and past budget (e.g., sales, marketing, staff, professional services)
  • Price list and pricing model (e.g., profit margins)
  • Staff and payroll details
  • Inventory (e.g., type, age, volume, value)
  • Owned fixed assets and projected capital expenditure (e.g., land, buildings, equipment, leasehold improvements)
  • Lease agreements (e.g., leases for business premises, equipment, vehicles)
  • Recent asset valuations and appraisals
  • Aged debtor receivable account and creditor payable account summary
  • Global financial considerations (exchange rates, interest rates, taxes, tariffs, terms, charges, hedging)

53. Debt financing – documentation regarding any loans, mortgages, or other debt related financial obligations

54. Equity financing – capital structure documentation (e.g., capitalization table, 409A, investor term sheets, stock and capital related contracts and agreements)

55. Personal finance – information regarding owners’ capital and collateral (e.g., Personal Worth Statement or Personal Financial Statement, loan guarantees, proof of ownership)

Related Questions

How do you finish a business plan.

Business plan is finished by summarizing the highlights of the plan in an Executive Summary section located at the beginning of the document. The business plan document itself is finished by an Appendix section that contains supporting documentation and references for the main body of the document.

What is bibliography?

A bibliography is a list of external sources used in the process of researching a document, such as a business plan, included at the end of that document, before or after an Appendix. For each source, reference the name of the author, publication and title, the publishing date and a hyperlink.

What are supporting documents included in a business plan appendix?

Supporting documents in a business plan appendix include graphs, charts, images, photos, resumes, analyses, legal documents and other materials that substantiate statements made in a business plan, provide fuller picture of the business, or were specifically requested by the intended reader.

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What should you include in your business plan appendices?

entrepreneur deciding what documents to include in their business plan appendices section

So you're crafting a comprehensive business plan for your business but you are not sure about what should go in the main body of the document and what should go in the appendices? You're in the right place.

Our guide helps you decide what should go in appendices so that you can complete your business plan. Ready? Let’s get started!

In this guide:

What is the objective of the appendices section of your business plan?

What information should i include in the appendices section of my business plan.

  • How long should the appendices section of your business plan be?
  • Best tips for business plan appendices
  • Example of appendices in a business plan

The primary objective of the appendices section is to offer proof or supporting documentation for key claims of your business plan.

This section gives readers the ability to learn more about particular facets of your company or to check the data used to make claims. It also enables you to keep the body of your business plan to the point and clutter free.

Need a convincing business plan?

The Business Plan Shop makes it easy to create a financial forecast to assess the potential profitability of your projects, and write a business plan that’ll wow investors.

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The appendices section is strategically placed at the end of the business plan to increase the validity and substance of your proposal.

You could include any of the following in this section of your business plan:

Additional financial records

While your business plan already contains substantial financial data, including additional material can offer further insight to potential investors and financial institutions:

  • Inventories
  • Asset valuations
  • Credit profile synopsis
  • Historical tax filings
  • Exisiting loan contracts

Monthly financial statements

It’s likely that only the yearly figures will be shown in the financial plan section of your business plan which means that if the reader wants to look deeper into the monthly figures, this has to be included in the appendices.

You can also include historical monthly management accounts if you have them.

Organizational overview and team details

You could also include further information about your management team and the business structure by covering:

  • A visual representation of your business’ organizational structure
  • Details about your corporate structure (list of subsidiaries and percentage owned, share certificate, certificate of incorporations, etc.)
  • Curriculum vitae (CV) of the members of your management team
  • Floor plans of your premises

management team CVs that can be included in the appendices section of any business plan

Legal documentation

Legal documents are frequently included in business plan appendices. These help demonstrate your business’ reliability to your readers and may include:

  • Incorporation papers
  • Permits, trademarks, licenses, and patents
  • Shareholder agreements
  • Rental agreements and leases
  • Vendor contracts
  • Equipment specifications

Market data & competitive analysis

Businesses that face intense industry competition may need to provide additional information. You could provide in-depth information about your competitors, including their strengths, weaknesses, market share, and positioning.

You could also include market research data or industry reports that back up your analysis.

Images of products and services

Including images of your products and services in the appendices section provides a visual representation that helps stakeholders better understand what your business offers. 

Words alone sometimes fall short in conveying your products or services unique features, design, and value

Visuals can also bridge communication gaps and make it easier for your audience to grasp complex concepts (for example, if you were a technological business producing goods). 

Potential investors, partners, and other stakeholders can quickly comprehend the nature of your products or services by viewing images, leading to a more comprehensive understanding of your business proposition.

Other supplementary resources

There are many additional resources that you can add. These help the reader in understanding the specifics of your business:

  • Expanded marketing collateral
  • Complementary financial analysis
  • Architectural renditions for properties

How long should the appendices section of your business plan be? 

The length of the appendices section in your business plan is flexible and should be guided by the principle of providing only pertinent and meaningful information. While there is no set limit, this section typically spans from a few pages to around 20 pages. 

Remember to only include items that really help the reader understand your business plan and concept. Appendices should not be confused with a dataroom which comes later in the investment process and has strong confidentiality protections in place which business plans often lack.

Think about who will read your plan. Some stakeholders, like investors or lenders, might prioritise financials. Others, like partners or staff involved in your business, might care more about contracts or market research.

Need inspiration for your business plan?

The Business Plan Shop has dozens of business plan templates that you can use to get a clear idea of what a complete business plan looks like.

The Business Plan Shop's Business Plan Templates

Tips for your business plan appendices

By adhering to a few simple yet effective practices, you can ensure that your appendices section adds value and clarity to your business plan. Let's discuss these best practices in more detail:

Create a table of contents

If your appendices section is lengthy and involves a range of documents, consider including a well-structured table of contents. This helps readers locate specific information swiftly, resulting in a smoother reading experience.

Include a confidentiality statement

Protecting sensitive information included in your business plan appendices, such as credit history records or legal documents, is essential. 

Include a confidentiality statement to remind readers of the private nature of certain documents. This acts as a gentle yet firm directive, underlining the need for discretion and permission before sharing or discussing confidential data.

Remember that, unless you signed a non-disclosure agreement with the recipient (which is extremely rare), there is no garantee that your business plan won't end-up in the hands of a competitor. Avoid sharing sensitive proprietary files, and if needed ask advice from a qualified lawyer.

Example of appendices in a business plan 

Below is an example of how the appendices section of your business plan might look like. As you can see, it includes a maturity profile and a monthly breakdown of the cash flow forecast.

The Business Plan Shop's online business planning software: appendices section

This example was taken from one of  our business plan templates .

Crafting a concise and compelling business plan is vital in obtaining funding from banks or investors. Utilising your business plan appendices helps provide depth without overwhelming the document body. 

It also underlines your commitment to business and should, therefore, be included in any business plan.

Also on The Business Plan Shop

  • Business Model vs. Business Plan
  • 7 tips for writing an effective business plan

Know someone who needs help writing up the appendices section of their business plan? Share this article with them and help them out!

Guillaume Le Brouster

Founder & CEO at The Business Plan Shop Ltd

Guillaume Le Brouster is a seasoned entrepreneur and financier.

Guillaume has been an entrepreneur for more than a decade and has first-hand experience of starting, running, and growing a successful business.

Prior to being a business owner, Guillaume worked in investment banking and private equity, where he spent most of his time creating complex financial forecasts, writing business plans, and analysing financial statements to make financing and investment decisions.

Guillaume holds a Master's Degree in Finance from ESCP Business School and a Bachelor of Science in Business & Management from Paris Dauphine University.

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Small Bakery Business Plan PDF [With FREE Sample Inside!]

Starting a bakery?

Developing a solid business plan is essential, but crafting one can be daunting and time-consuming.

This in-depth guide breaks down exactly:

  • what to include in your plan
  • providing a downloadable template
  • real examples , and
  • tips to get your bakery up and running smoothly.

Table of Contents

Key Sections of a Small Bakery Business Plan

Creating a solid business plan is crucial when starting a bakery.

This plan outlines every component required to establish and grow your business.

Here are the key sections to include in your small bakery business plan:

Section 1: Executive Summary

The executive summary is a brief overview of your entire business plan. It highlights the key points of each section.

Though it comes first, it’s easiest to write this after completing the rest of the plan.

Keep it short and compelling. The executive summary should capture readers’ attention and make them want to learn more about your bakery.

Section 2: Company Description

This section provides background on your bakery company. Include details like:

Business name and address:

  • Example Bakery Name: Sweet Treats Bakery
  • Address: 123 Main St, Cleveland, OH 44102

Type of business entity:

  • Sweet Treats Bakery will be registered as an LLC (limited liability company) . This provides personal liability protection for the owners while still allowing pass-through taxation.

Mission statement and business philosophy:

  • “Sweet Treats Bakery aims to spread joy throughout Cleveland by providing fresh, artisanal baked goods made with quality, local ingredients. We believe in giving back to the community and operating an ethical, sustainable business.”

Short background on founders:

  • Sweet Treats Bakery was founded by Amanda Smith, a Cleveland native with 10 years of experience working in artisanal bakeries in France and Italy. She is a graduate of the Culinary Institute of America and is passionate about bringing authentic French and Italian baking techniques to her hometown. Amanda will serve as head baker and manage daily operations.

Section 3: Products and Services

Detail the products and services you will provide. For a bakery, this includes:

Types of baked goods:

  • Breads – Sourdough, baguettes, focaccia, milk bread, brioche, etc. Breads range from $3 – $7 per loaf.
  • Pastries – Croissants, danishes, muffins, scones, cinnamon rolls, etc. Pastries range from $2 – $5 each.
  • Cakes – Carrot cake, chocolate cake, red velvet cake, lemon cake, etc. 6-inch cakes are $35 and serve 6 people. 8-inch cakes are $45 and serve 10 people.
  • Pies – Apple pie, pumpkin pie, pecan pie, key lime pie, etc. 9-inch pies are $25 each.
  • Cookies – Chocolate chip, oatmeal raisin, peanut butter, sugar, etc. Cookies are $2 each or $15 per dozen.

Ingredients used:

  • We source flour, eggs, milk, butter, and produce from local farms within 50 miles of our bakery. Our chocolate, nuts, spices, and other specialty ingredients are sourced from small-batch suppliers around the world.

Baking methods:

  • All items are baked from scratch onsite daily using classic techniques. Our bread involve long fermentation and traditional oven hearth baking for artisanal quality.

Custom baking options:

  • We provide specialty cakes and desserts for weddings, birthdays, celebrations, and corporate events. Customers can choose designs, flavors, and decorations.

Additional offerings:

  • We serve Intelligentsia coffee, Harney & Sons tea, local kombucha, and craft soda. Customers can enjoy baked goods onsite or takeaway.

Section 4: Market Analysis

Thorough market research is required to assess the viability of a bakery. This section outlines:

Customer demographics and target market:

  • Cleveland has a population of 400,000 with a median age of 35. Our target demographic is middle and upper-middle-income adults aged 25-50.

Competitor analysis:

  • There are 5 existing bakeries in our target market area in Cleveland. Our differentiators are a specialty in French/Italian technique, locally sourced ingredients, and elegant cafe ambiance.

Market size and trends:

  • The bakery industry has average annual sales of $3 billion nationwide. Sales are projected to grow steadily at 2% per year over the next 5 years.

Industry outlook and growth projections:

  • Artisanal bakeries represent 15% of the overall bakery market but are the fastest-growing segment, increasing at 6% per year. Industry profit margins average around 12%.

Section 5: Marketing Plan & Sales Plan

The marketing and sales plan outlines how you will promote your bakery and attract customers. Cover your:

Branding strategy:

  • Create a warm, nostalgic brand identity with a custom logo, packaging, and slogan: “Taste the Love in Every Bite”.

Pricing structure:

  • Use premium pricing for high-quality ingredients but offer seasonal promotions.

Advertising methods:

  • Website and SEO – Hire a web developer to optimize the site for local SEO terms like “Cleveland bakery”.
  • Social media – Post photos of products and offer deals on Instagram and Facebook. Run targeted ads.
  • Print ads – Place ads in local magazines and newspapers highlighting the grand opening.

Retail strategy:

  • Sell products online for pickup and delivery within 20 miles. Partner with 3-5 local cafes to supply baked goods wholesale.

Section 6: Operations Plan

This section details the day-to-day running of your bakery. Include information on:

Business location and facility requirements:

  • We will lease a 2,000 sq ft retail space in downtown Cleveland. It requires commercial ovens, ventilation, a 3-compartment sink, a grease trap, an ADA bathroom, and parking for 10 cars.

Production equipment needs:

  • Major equipment needed includes 2 deck ovens ($15K each), a 20-qt mixer ($5K), a dough sheeter ($3K), a proofing chamber ($2K), plus small wares.

Suppliers and supply chain:

  • Flour from City Flour Mill (2x weekly deliveries), eggs and dairy from Farmer’s Coop (weekly), and specialty ingredients from online suppliers like Valhrona Chocolate.

Operating schedule and staffing requirements:

  • Open Tuesday to Sunday, 7 am – 7 pm. Closed Mondays. Staffing requires 2 bakers, 3 counter servers, 1 dishwasher, and the owner as head baker and manager.

Licenses and permits required:

  • General business license, food handler licenses for all staff, health department kitchen permit, fire department safety permit.

Section 7: Management and Organization

Provide details on your management team and organizational structure.

  • Key personnel and owners
  • Staff positions
  • Professional advisors – accountants, lawyers, etc.
  • Organizational hierarchy

Section 8: Financial Plan & Projections

The financial plan is incredibly important for securing funding and managing ongoing finances. Cover:

Startup costs:

  • Estimated startup costs are $65,000, including:
  • Lease deposit: $10,000
  • Renovations: $15,000
  • Equipment: $25,000
  • Initial ingredients/packaging: $5,000
  • Licenses & permits: $2,000
  • Marketing materials: $3,000
  • Initial insurance: $2,000
  • Contingency fund: $3,000

Funding sources:

  • We will invest $20,000 in personal savings and seek a small business loan for $40,000.

Cash flow projections:

  • In Year 1 we estimate monthly revenues of $30,000 and expenses of $22,000, resulting in $8,000 in positive cash flow.

Revenue forecasts:

  • Annual revenue is projected to be $360,000 in Year 1, growing to $550,000 by Year 3.

Profit and loss projections:

  • Net profit is projected at 15% of revenue per year after expenses. This equates to a $54,000 profit in Year 1.

Section 9: Appendix

The appendix includes any supporting documents that provide further insight into your business. This can include:

  • Photos of products, store location, etc.
  • Key personnel resume s
  • Market research data
  • Legal documents – leases, contracts
  • Letters of support from suppliers etc.

Download the Small Bakery Business Plan PDF

A sample PDF business plan is a great way to get started on your plan. You can download a free template here:

This professionally formatted PDF includes sample text, helpful tips, and space to input your details. Use it as a guide for structuring and preparing your plan.

Full Business Plan Example: Sweet Treats Bakery Business Plan

Executive summary.

Sweet Treats Bakery is a new bakery starting in Cleveland, OH aiming to be the leading provider of high-end baked goods in the area.

Amanda Smith, a graduate of the Culinary Institute of America, will leverage her 10 years of experience in top bakeries to introduce authentic French and Italian baking to Cleveland.

Sweet Treats will differentiate with artisanal quality, locally sourced premium ingredients, and elegant café seating. Products include breads, pastries, cakes, pies, and cookies ranging from $2-$45. Startup costs total $65,000 funded through loans and personal savings.

Revenue is projected at $360,000 in Year 1 with a positive cash flow of $8,000/month. Sweet Treats will change the bakery landscape in Cleveland through quality and service.

Company Description

Sweet Treats Bakery will be registered as an LLC located at 123 Main St, Cleveland, OH 44102. Our mission is to spread joy in Cleveland by providing fresh, artisanal baked goods made with quality, local ingredients.

We believe in giving back to the community and operating an ethical, sustainable business. The bakery is founded by Amanda Smith, a graduate of the Culinary Institute of America who brings 10 years of experience in bakeries in France and Italy.

Her expertise in traditional French and Italian baking techniques sets Sweet Treats apart. Amanda will serve as head baker and oversee all operations.

Products and Services

Sweet Treats Bakery provides a wide selection of baked goods freshly prepared onsite daily. Our offerings include:

  • Breads – Sourdough, baguettes, focaccia, etc. Breads range from $3 – $7 per loaf.
  • Pastries – Croissants, danishes, muffins, scones, etc. Pastries are $2 – $5 each.
  • Cakes – Carrot cake, chocolate cake, red velvet cake, etc. Cakes range from $35 – $45.
  • Pies – Apple pie, pumpkin pie, pecan pie, etc. Pies are $25 each.
  • Cookies – Chocolate chip, oatmeal, peanut butter, etc. Cookies are $2 each or $15 per dozen.

We source flour, eggs, milk, and produce from local farms within 50 miles. Our chocolate, nuts, and spices come from small-batch suppliers around the world.

Custom cakes and desserts are made to order for special events. The bakery serves Intelligentsia coffee, Harney & Sons tea, local kombucha, and craft soda. Customers can enjoy items onsite or takeaway.

Market Analysis

Cleveland has a population of 400,000 with a median age of 35. Our target is middle and upper-middle-income adults aged 25-50.

The bakery industry sees $3 billion in annual sales nationwide, growing at 2% per year. Artisanal bakeries represent 15% of the market but are the fastest growing at 6% per year with 12% profit margins.

Cleveland has 5 competing bakeries currently. Our differentiators are specialty French/Italian techniques, quality ingredients, and elegant café.

Marketing Plan

Sweet Treats will focus on the following marketing strategies:

  • Branding – Logo, packaging, and slogan to match our nostalgic, craft positioning.
  • Pricing – Premium prices for high-quality with seasonal promotions.
  • Web presence – Optimized website and SEO to drive local traffic.
  • Social media – Instagram and Facebook for photos, deals, and paid ads.
  • Print ads – Local magazines and newspapers for the grand opening.
  • Retail – Online ordering for pickup/delivery within 20 miles. Wholesale supply to 3-5 local cafes.

Operations Plan

Sweet Treats will lease a 2,000 sq ft space in downtown Cleveland. Buildout will require commercial ovens, ventilation, a 3-compartment sink, a grease trap, an ADA bathroom, and parking for 10 cars.

Major equipment includes 2 deck ovens, a 20-qt mixer, a dough sheeter, and a proofing chamber. Flour, eggs, and dairy will be sourced from local farms while specialty ingredients come from national suppliers.

The bakery will be open Tuesday to Sunday from 7 a.m. to 7 p.m. and closed on Mondays. Staffing requires 2 bakers, 3 counter servers, a dishwasher, and the owner as head baker/manager.

Required licenses and permits include a general business license, food handler license, health department kitchen permit, and fire department safety permit.

Management & Organization

Amanda Smith, founder and head baker, will oversee all bakery operations. An assistant baker will be brought on as demand grows.

A social media manager will handle digital marketing and content. Accounting and legal needs will be outsourced.

Financial Plan & Projections

Estimated startup costs total $65,000 including lease deposit, renovations, equipment, ingredients, marketing, licenses, insurance, and contingency. We will invest $20,000 in personal funds and seek a small business loan for $40,000.

Year 1 revenue is projected at $360,000. With expenses of $22,000/month, this results in a positive monthly cash flow of $8,000. Net profit is expected at 15% of revenue. Revenue is forecast to grow to $550,000 by Year 3.

Short Sample Small Bakery Business Plans

Reviewing plans from existing bakeries can provide inspiration and insight. Here are two sample plans for small bakeries:

Example 1: Sally’s Sweet Treats Bakery

Sally’s Sweet Treats is a new bakery in suburban Cleveland, Ohio aiming to be the top specialty cake provider in the region.

Their plan highlights expansion goals to open multiple locations in the coming years.

It includes franchising as a strategy for growth and leveraging corporate partnerships for ongoing revenue.

Example 2: RJ’s Artisan Baked Goods

RJ’s Artisan Baked Goods is a startup bakery launching in Portland, Oregon.

Their plan focuses on leveraging the booming artisanal food scene in Portland.

It emphasizes high-quality, locally sourced ingredients and scratch baking methods.

They have a specialization in artfully decorated wedding cakes.

We also have…

Coffee Shop Business Plan Sample & PDF Fast Food Restaurant Business Plan PDF Clothing Brand Business Plan Sample

Next Steps After Completing Your Small Bakery Business Plan

Once your business plan is complete, follow these next steps:

  • Review the plan with a small business advisor, accountant, or lawyer to get professional feedback.
  • Begin establishing your brand identity – logo, packaging, and marketing materials.
  • Research locations and assess options to secure a commercial kitchen and retail space.
  • Apply for required licenses and permits.
  • Seek startup funding through loans or investors if needed.
  • Connect with suppliers for ingredients, packaging, and equipment.
  • Start hiring staff and training.
  • Plan your grand opening!

FAQs On Small Bakery Business Plan PDF

How do i write a small bakery business plan.

To write a small bakery business plan, outline your concept, products, target market, operations, marketing, and financial projections. Cover costs, funding, timeline, and goals.

What Is the Average Profit of a Small Bakery?

The average profit margin for a small bakery is 5-10%. Factors are ingredient and labor costs, pricing, sales volume, and efficiency.

How Much Money Should I Have to Start a Bakery?

You’ll likely need $50,000-$100,000 to start a bakery, covering equipment, ingredients, labor, rent, licenses, insurance, marketing. Savings and loans help.

What Are the Monthly Expenses for a Bakery?

Monthly bakery expenses include rent, payroll, ingredients, utilities, insurance, maintenance, packaging, marketing, accounting and legal fees.

What Mistakes Do Startup Bakeries Make?

Common bakery startup mistakes are undercapitalization, no market research, poor location, overly ambitious menu, lack of business experience, and inadequate marketing.

Rahul is a former medical student turned business blogger who founded NamesPilot to share his passion for entrepreneurship. After successfully launching several online ventures, he now runs his blog full-time, providing tips and insights to help others build their own businesses.

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Confectionery Production

Global audience expected for Modern Bakery Moscow event

appendix of bakery business plan

A wide range of visitors from around the world are expected to participate Modern Bakery Moscow being held in the city’s IEC Expocentre starting on Monday 12 March.

Exhibitors of the fair, which is staged between 12-15 March will traditionally demonstrate the latest technologies and products of the following sectors: food processing, ingredients and raw materials, packaging, shopfitting, refrigeration technology and hygiene. The exposition will take two exhibition pavilions: Pavilion Forum and Pavilion 7 (Halls 3, 4, 5, 6).

Participation has already been confirmed by Russian and international market leaders from 21 countries: Austria, Belgium, China, Cyprus, Czech Republic, France Germany, Greece, Iran, Italy, Lebanon, Lithuania, Netherlands, Republic of Belarus, Republic of Korea, Russia, Slovenia, Spain, Turkey, UK.

Among exhibitors such famous companies as: Backaldrin, Berner Debag, Diosna-Miwe, J4, König Machinen, Ladenbau, LESAFFRE, NHL Group, Revent, Rondo, SEMZ, Shebekinsky plant, Solpro Tecnopool, Voskhod, Wachtel and many others.

Aronud 76% of visitors consider Modern Bakery to be one of the main trade fairs in the sector. 35% of visitors of Modern Bakery Moscow do not visit other trade shows in the sector. These customers can only be met at Modern Bakery Moscow. Participation or visiting the fair is the best way to stay up-to-date with the latest trends and novelties of Russian bakery and confectionery market.

Trends for Modern Bakery 2018

Among new elements to the event is its modern bakery lab area where new participants of the Fair will present their companies, a laboratory of ideas and a platform of thematic solutions that will be interesting both for professionals and for beginners. About 100 square meters of solutions for producers of bakery and confectionery products.

The event’s packaging laboratory offers packaging solutions “from Idea to the Shelves”. PackLab demonstrates the cycle of creating the packaging of the final product. Ideas, materials, technologies you can find at the stand “Laboratory of Packaging”.

Meanwhile, the IngredLab – laboratory of ingredients, demonstrates raw solutions for the bakery and confectionery market. From basic ingredients to improvers – the consumer will find everything that is necessary to produce a quality product. There will also be professional laboratory equipment will help to find solutions that ensure consistently high quality of the final product.

Modern Bakery App

One more novelty that is important is the possibility to download and use the App of the Fair. Downloading the application you can not only follow the updates in the program and plan meetings, but also get push notifications.

Modern Bakery Moscow is officially supported by government and professional Unions. These include: the Ministry of Agriculture of the Russian Federation, the Chamber of Commerce and Industry of the Russian Federation, the leading Russian industry associations and unions (the Russian Union of Bakers, the Union of Producers of Food Ingredients), the Research Institute of Bakery Industry, the Research Institute of Confectionery Industry, and leading universities of the food industry.

For more information, including tickets, visit www.modern-bakery.ru

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BEMA to host pavilion at Modern Bakery Moscow

BEMA Logo

Bakery Equipment Manufacturers and Allieds (BEMA) member companies will meet more than 15,000 professional attendees at the Modern Bakery Moscow 2014, to be held April 23-26 at the Expocentre Fairgrounds in Moscow. They are taking advantage of the bank of research and turn-key international exhibit opportunities that BEMA is developing.

The Overland Park, Kan.-based association has partnered with Kallman Associates Inc. to provide a number of promotional and logistical benefits for the show, including prime location, assistance with freight forwarding, reserved hotel rooms and shared interpreter service. “This effort is a direct result of survey responses and our board’s strategic plan,” says Kerwin Brown, president/CEO. “We think that concepts like the BEMA pavilion will remove some of the barriers associated with exhibiting internationally and enable member companies of all sizes to enter foreign markets.”

The board of directors, international committee and Brown are continually seeking new international opportunities for BEMA members. To date, BEMA has researched opportunities in China, Brazil and the Middle East.

More information about Modern Bakery Moscow is available at www.modernbakery-moscow.com .

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Delicatessen and Bakery Business Plan

Start your own delicatessen and bakery business plan

The Bronx Deli and Bakery

Executive summary executive summary is a brief introduction to your business plan. it describes your business, the problem that it solves, your target market, and financial highlights.">.

The Bronx Deli and Bakery will offer customers New York City deli bakery items and sandwiches.  It is a restaurant, a bakery and a coffeehouse all rolled into one. Located in the heart of the growing Willow Creek section of Richmond, the Bronx Deli and Bakery will serve a community of 25,000 residents that is made up of students attending State University and families attracted to the new home construction in the area.

The Bronx Deli and Bakery will have the advantage of the foot traffic in the Willow Creek retail area which is the home of the Willow Creek Arts and Craft Fair, as well as the home of numerous art and craft shops.

Delicatessen and bakery business plan, executive summary chart image

1.1 Mission

The Bronx Deli and Bakery is committed to providing a slice of New York in the Willow Creek section of Richmond.  We will offer our customers the best sandwiches and bakery items at affordable prices.

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Company summary company overview ) is an overview of the most important points about your company—your history, management team, location, mission statement and legal structure.">.

The Bronx Deli and Bakery is located in the heart of the Willow Creek section of Richmond.  The owner, Barry Cohn, is opening the Bronx Deli and Bakery in response to the limited number of eating places located in the Willow Creek area.  The bakery will offer New York City deli bakery items and sandwiches.  We will focus on bringing in the customer who visits the arts and crafts stores and is looking for a warm and comfortable place to relax and enjoy excellent food.

2.1 Company Ownership

The Bronx Deli and Bakery is owned by Barry Cohn.

2.2 Start-up Summary

The start-up cost of the Bronx Deli and Bakery will consist primarily of kitchen equipment and dining set-up. Barry Cohn will invest $80,000. He will also secure a $50,000 SBA loan.

Delicatessen and bakery business plan, company summary chart image

The Bronx Deli and Bakery will offer customers New York City deli bakery items and sandwiches. The menu will include:

  • Pastry/desserts;
  • Sandwiches;

Market Analysis Summary how to do a market analysis for your business plan.">

In the past ten years, the Willow Creek section of Richmond has grown tremendously. The growing student community combined with the customers of the area’s arts and craft stores are a perfect support base for the Bronx Bakery.

Currently, the area is served by three small restaurants and two coffee shops. None of these restaurants or shops carry the menu items found at the Bronx Bakery. In addition, the bakery is located on Steward Street which is the area’s main street. The foot traffic on Steward Street is very heavy with arts and crafts shoppers and State University students.

4.1 Market Segmentation

The Bronx Deli and Bakery will focus on two significant customer groups:

  • Arts and Craft Shoppers:  The community is home to a number of artists and craft people that operate the Willow Creek Craft Fair.  This creates a festive environment in the Willow Creek central commercial/retail area that attract shoppers each weekend. The Bronx Deli and Bakery is adjacent to the Craft Fair which is one block south of Steward Street.  The traffic from the fair to the Steward Street shops goes right past the Bronx Bakery.
  • Students: The Bronx Deli and Bakery will be a half block from campus.  A significant number of students spend money on food and drink in the Willow Creek area. Last year, it was estimated that students spent $20 million dollars on products, services and entertainment in the Willow Creek area. The bakery’s location will be a convenient place to grab a bite or a sweet on the way to or from classes.

Delicatessen and bakery business plan, market analysis summary chart image

Strategy and Implementation Summary

The Bronx Deli and Bakery will promote the store opening.  We will have live music and food in front of the bakery opening weekend.  The Willow Creek Craft Fair will provide excellent foot traffic for our opening.

We will advertise in the university daily student newspaper as well as the local area advertising flyer.  In the advertisements for the market opening, we will have 2 for 1 specials on pastry and sandwiches.  We will continue this discount for the first month of operation.

5.1 Competitive Edge

The Bronx Bakery’s competitive edge is:

  • Location:  The Bronx Deli and Bakery is located in the heart of the Willow Creek section of Richmond. The foot traffic in the Willow Creek retail area is very strong. The weekend arts and craft fair will provide excellent foot traffic. In addition, Stewart Street is a major walk way for students going to and from classes at State University.
  • New York Focus of Menu: The menu for the Bronx Deli and Bakery is a perfect addition to the arts and craft focus of the businesses in the area.  We offer the customer a chance to step out of Richmond and into a New York City deli, complete with the sights and sounds.  Lunch becomes an event and even the purchasing of a bakery item, to go, leaves the customers smiling.

5.2 Sales Strategy

The sales strategy of the Bronx Deli and Bakery is simple. The key to customer satisfaction is providing an exceptional product at affordable prices in an environment that is as entertaining as the food.

5.2.1 Sales Forecast

Cost control is a critical focus of our sales forecast.  We will adhere to the following gross margin % for menu items:

  • Coffee drinks: 14%
  • Lunch items: 30%
  • Bakery goods: 26%

The following is the Bronx Deli and Bakery’s sales forecast for three years.

Delicatessen and bakery business plan, strategy and implementation summary chart image

Management Summary management summary will include information about who's on your team and why they're the right people for the job, as well as your future hiring plans.">

Barry will manage the daily operation of the Bronx Deli and Bakery. He has ten years of experience working in the restaurant industry.  Before relocating to Richmond, Barry was manager of two deli/bakeries in New York City.  Barry was the Bakery Manager for Zoey’s Deli and Bakery for six years, managing a staff of five. During that time, the business grew by 15% each year.

In 1996, Barry became the Manager of Sherman’s Deli and Bakery where he managed a staff of ten.  For the four years Barry was the manager he was able to cut production cost by 16%.

6.1 Personnel Plan

Besides Barry Cohn, the Bronx Deli and Bakery will have a staff of seven:

  • Kitchen staff (3);
  • Waiters/waitresses (2).

Financial Plan investor-ready personnel plan .">

The following is the Financial plan for the Bronx Deli and Bakery.

7.1 Break-even Analysis

The following table and chart shows our Break-even Analysis.

Delicatessen and bakery business plan, financial plan chart image

7.2 Projected Profit and Loss

The following table and charts highlight the projected profit and loss for three years.

Delicatessen and bakery business plan, financial plan chart image

7.3 Projected Cash Flow

The following table and chart highlight the projected cash flow for three years.

Delicatessen and bakery business plan, financial plan chart image

7.4 Projected Balance Sheet

The following table highlights the projected balance sheet for three years.

7.5 Business Ratios

Business ratios for the years of this plan are shown below.  Industry profile ratios based on the Standard Industrial Classification (SIC) code 5812, Eating Places, are shown for comparison.

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appendix of bakery business plan

IMAGES

  1. Bakery Business Plan Template Sample Pages

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  2. Bakery Business Plan Template Sample Pages

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  3. 5+ SAMPLE Bread Bakery Business Plan in PDF

    appendix of bakery business plan

  4. Sample bakery business plan

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  5. Bakery Business Plan Template

    appendix of bakery business plan

  6. Bakery Business Plan Template in 2021

    appendix of bakery business plan

COMMENTS

  1. Bakery Business Plan Template & Guide [Updated 2024]

    M&A STRATEGIC PLANNING Healthcare Advisory If you want to start a bakery business or expand your current one, you need a business plan. Over the past 20+ years, we have helped over 5,000 entrepreneurs and business owners create business plans to start and grow their bakery businesses.

  2. Sample Bakery Business Plan For Inspiration

    Appendix Executive Summary Home Sweet Home Baked Goods is a home-based bakery in Bend, Oregon that has been operating successfully for the last 3 years. Founded by talented baker Jill Davis and her husband Sam, Home Sweet Home Baked Goods specializes in creating custom cakes, cupcakes, pies, and other desserts from scratch.

  3. How To Write A Bakery Business Plan + Template

    A bakery business plan is a formal written document that describes your company's business strategy and its feasibility. It documents the reasons you will be successful, your areas of competitive advantage, and it includes information about your team members.

  4. Bakery Business Plan Template & Sample (2024)

    A bakery business plan is a plan to start and/or grow your bakery. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan, and details your financial projections. You can download the bakery business plan template (including a full, customizable financial model) to your computer here.

  5. Bakery Business Plan PDF Example

    Our bakery business plan is designed to encompass all crucial elements required for a thorough strategic approach. It details the bakery's operations, marketing strategy, market environment, competitors, management team, and financial projections, ensuring a holistic view of the business's path to success.

  6. How to Write a Business Plan for a Bakery

    Write a company overview. Run a market analysis. Describe your organizational structure. List the products you plan to offer. Draft a marketing plan. Think about finances. Create an appendix. Write your executive summary. Not knowing what the future will bring is one of the most stressful parts of starting a new business.

  7. Bakery Business Plan (How to Write & Template)

    A bakery business plan is a dynamic document that should be regularly reviewed and updated. In the initial months of operating your bakery, review and update your plan frequently to reflect any changes, refine calculations, and adjust assumptions. Once your business reaches a stable point and achieves profitability, revisit your plan at least ...

  8. Bakery Business Plan: How to write it [Complete Guide]

    How To Open a Bakery In 9 Steps: Complete Guide. 1. Executive Summary. The executive summary of a business plan gives a sneak peek of the information about your business plan to lenders and/or investors. If the information you provide here is not concise, informative, and scannable, potential lenders and investors will lose interest.

  9. Download Now: Bakery Business Plan Templates for 2021

    Attention Bakery Founders: Download our Food Business Startup Kit for Startup Templates. Writing all your plans down is one thing but to set up a timeline for your operations is another. This sets the gears in motion for when you plan to execute your business. Do a simple timeline following this example: Date Plan.

  10. Bakery Business Plan Template for Free

    The beginning of an executive summary for a bakery should encompass the story of how you conceived the idea for your business and lay out the vitals - the name of the creator, the basic location at which it will be located, etc.

  11. Bakery Business Plan Example

    Startup requirements: Startup expenses of $64K including $3K legal, $20K location premises renovation, $40K expensed equipment, and $1K other. These show up as negative retained earnings in the initial balance because they are incurred before launch. Starting cash in the bank of $70K. (in initial balance)

  12. How to Write Bakery Business Plan? Guide & Template

    A bakery business plan is an essential document that outlines all aspects of starting and running a bakery. ... This section demonstrates the financial viability of your bakery. 9. Appendix ...

  13. Template: 55 Business Plan Appendix Content Samples

    What is an Appendix in a Business Plan? Appendix is an optional section placed at the end of a document, such as a business plan, which contains additional evidence to support any projections, claims, analysis, decisions, assumptions, trends and other statements made in that document, to avoid clutter in the main body of text.

  14. What to Include in Your Business Plan Appendix

    In general, here is some of the information you might include in your business plan appendix: Charts, graphs, or tables that support sections of your business plan. Financial statements and projections. Sales and marketing materials. Executive team resumes. Credit history. Business and/or personal tax returns.

  15. Specialty Baker Business Plan Example

    Start your own specialty baker business plan Morningstar Bakery Executive Summary Morningstar Bakery is a new organic bakery specializing in gluten, wheat and dairy free products. Within the last three years there has been significant increases in demand for these bakery products.

  16. What should you include in your business plan appendices?

    The primary objective of the appendices section is to offer proof or supporting documentation for key claims of your business plan. This section gives readers the ability to learn more about particular facets of your company or to check the data used to make claims.

  17. Bakery Business Plan Template

    A Bakery Business Plan Template is an essential document designed to guide aspiring and existing bakery owners through the process of creating a structured and informative blueprint for their business. ... Appendix: Supporting documents to provide additional context and information. Why Use This Template. Utilizing this template offers several ...

  18. Small Bakery Business Plan PDF [With FREE Sample Inside!]

    December 16, 2023 by Rahul Paragi Starting a bakery? Developing a solid business plan is essential, but crafting one can be daunting and time-consuming. Small Bakery Business Plan This in-depth guide breaks down exactly: what to include in your plan providing a downloadable template real examples, and

  19. PDF Business Planning and Modeling

    Definition of business plan. Business Plan presents the calculation of the financial indicators that enable the managers to evaluate the financial performances of an entreprise in order to take decisions. Business Plan summarises the results of the planning process: the objectives to reach ( subscribers demand, sales)

  20. Dessert Bakery Business Plan Example

    The Business Improvement District in Washington DC is in need of a new niche business that combines high-end gourmet freshly-made pastries with the quick service needs on the way to work or after dinner Solution We are a a quick-service restaurant where customers sit around a bar and watch their desserts being made.

  21. Global audience expected for Modern Bakery Moscow event

    A wide range of visitors from around the world are expected to participate Modern Bakery Moscow being held in the city's IEC Expocentre starting on Monday 12 March.

  22. BEMA to host pavilion at Modern Bakery Moscow

    Bakery Equipment Manufacturers and Allieds (BEMA) member companies will meet more than 15,000 professional attendees at the Modern Bakery Moscow 2014, to be held April 23-26 at the Expocentre Fairgrounds in Moscow. They are taking advantage of the bank of research and turn-key international exhibit opportunities that BEMA is developing. The Overland Park, Kan.-based association has partnered ...

  23. Delicatessen and Bakery Business Plan Example

    2.1 Company Ownership The Bronx Deli and Bakery is owned by Barry Cohn. 2.2 Start-up Summary The start-up cost of the Bronx Deli and Bakery will consist primarily of kitchen equipment and dining set-up. Barry Cohn will invest $80,000. He will also secure a $50,000 SBA loan. Need actual charts?

  24. Susie Q Cupcakery, N Main St, Moscow, PA, Bakery

    You can also find other Bakery on MapQuest . Search MapQuest. Hotels. Food. Shopping. Coffee. Grocery. Gas. Susie Q Cupcakery. Opens at 9:00 AM (570) 903-0965. Website. More. Directions Advertisement. N Main St Moscow, PA 18444 Opens at 9:00 ... Our business is the only bakery in Moscow, Pennsylvania, which makes handmade gourmet cupcakes. We ...