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How To Write a Catering Business Plan w/ Templates (PDF, Word Doc)

Whether you’re starting a catering business full-time or planning to operate out of your house initially , writing a business plan is essential to getting clear on the type of catering business you want to open. After all there’s some pretty important stuff covered inside of what can seem like a stuffy document.

For the purposes of starting a catering company, think about the business plan as the one place you put your operation details. Things like the cooking equipment you need to purchase and the total cost, tentative catering menu, food costs, and who your target customer is. These are all super important details you need to understand before opening! This document provides a place for you to organize everything.

By the end of this guide, you’ll be able to draft your plan and start on that first catering gig you’ve been planning to open. We also provide templates you can use in PDF and Word Doc you can download and edit. Let’s get started.

  • Executive summary
  • Mission statement
  • Company concept
  • Market analysis
  • Management structure
  • Product line and services
  • Sales and marketing
  • Financial projections
  • Operational plan 
  • Download templates

Executive Summary

example of a business plan for catering

Catering spread for a Mexican food concept.

Start your business plan with an executive summary. This is a way to introduce your catering business so whoever is reading your business plan will know what to expect. This will include a brief introduction of your catering business, a description of your company, the services your catering business will be providing, and the customer focus.


A quick introduction helps the reader get a bird’s eye view of your catering business. Here you’ll be talking about what to expect and what you can offer as part of your catering service.

This section isn’t considered lengthy. This usually has two to three sentences. What you need to focus on when writing this down is by the end of it, your reader will more or less understand what your catering business is all about.

Here’s an example introduction you can use as a guide:

The Big Spoon is a small catering business headed by Lydia Smith. She specializes in Italian cuisine but can cater to American, Mexican, and Asian dishes as well. The Big Spoon can accommodate an intimate dinner for 2 up to a large party of 50 accompanied with table settings and chafing dishes to complete that delicious home-cooked meal experience.

Just by the introduction, the reader will know how big your catering business is, what cuisine they can expect to order, and how many people the business can cater for. It also gives them an introductory glance about your catering style wherein you already provide more than just food but also a table setting so they don’t have to look for a supplier for this separately.

Keep your introduction informative but also short enough. You will be able to add in more to the details later on.

Company Description

example of a business plan for catering

Some food trailers make more than 50% of their annual revenue from catering gigs.

A little background on your catering business is needed in the company description part of the business plan. Here, you can describe the meaning behind the name for your catering business, who the owners are, and what their roles are going to be. Who will be in charge of cooking? Who will be in charge of accounts and marketing?

This may just be brief but this is a way for you to introduce what’s going to happen behind the scenes of your catering business.

example of a business plan for catering

Catering works great for food trucks and restaurants.

Although your catering business may sound self-explanatory, it would still be of great help to you if you mentioned the services you’ll be offering.

For example, The Big Spoon already mentioned in their introduction that they’ll be catering food and offering table settings. They could also add that they will be offering an ice cream station and even a cocktail bar.

You will describe more of this in detail later on but you can summarize it and mention it here already.

Customer Focus

For a catering business to flourish, you must know your target market early on. And though a thorough explanation of that can be found in the Market Analysis section, you can briefly state them in this portion as well.

Also, remember that your customer focus would also have to coincide with your skills. You can’t be targeting customers who are vegans if your culinary skills and knowledge do not include cooking vegan food. This is why it’s important to write this early on so you can narrow down the customers you are planning to cater to.

Mission Statement

Dinner table with a spread of different foods such as grilled steak, potatoes, salad and bread sitting on a brown table.

What’s your mission statement?

Businesses with clear goals stated from the start lead to a successful operation. Why? Because every decision you make revolves around these goals which will lead you closer to success.

Here’s a sample mission statement to picture it out clearly:

The Big Spoon aims to cater delicious home-cooked meals to its customers. Every dish that is served will contain natural and fresh ingredients. We see to it that the service we provide is top-notch so that our customers will feel as if they are being served in a fine restaurant in the comforts of their own home or wherever they choose to have us cater them.

By writing this down in your business plan, you and your staff will have to stand by the standards you’ve set for yourselves. For instance, as stated in The Big Spoon’s mission statement, no fast food will be served and no artificial ingredients will be used so you and your staff will always remember this by heart.

By following this and revolving your decisions around your mission statement, you will be able to keep such standards which will lead to pleased and returning customers.

Company Concept

Woman tying an apron in a bow behind her back.

This is the section of the business plan where you can finally put in detail the concept you’ve been planning for your catering business. Remember the things you’ve been holding back in saying in the introduction? This is the time to write them all down now.

Related Reading: 7 Powerful Ways I Promote and Market My Catering Business

You can start by answering the following questions:

  • What cuisine will you be offering?
  • How many people can you cater to?
  • Will you be offering healthy options such as vegan, keto, or paleo meals?

You may also add in other concept ideas that are not mentioned above. Just make sure to cover everything so you can have a basis for your product line and services to be tackled later on.

Market Analysis

Plate, fork and knife advertising catering for all occasions.

A compelling catering business logo.

Planning to put your business out there means you also have to know the industry you’ll be diving into. This is to help you analyze your potential customers, the growth of the catering business in your area, and the competition.

Target Market

As mentioned above in the customer focus, your skills will have to match your target market. You’ve already written a brief introduction about it so in this section, all you have to do is to explain it in detail.

Industry Analysis

example of a business plan for catering

The catering business has been going on for a long while now so it’s important to gather in as much information as you can regarding this industry. This is to help you figure out if there is a potential market for your business and how to put your plans into action.

Another helpful guide is to look into the type of cuisine most people in your area look for. You can then incorporate it into your business and offer it as part of your menu.

The bottom line is that analyzing the industry around you helps you plan better for the future of your catering business.

Competitive Analysis

You will not be the only catering business in your area. You’ll have to consider restaurants as your competition too. Check their prices and set menus. Do a competition check by tasting their food once in a while. Knowing who the players are in this competitive business game gives you the upper hand because you’ll be aware of their strengths and weaknesses and how to deal with them on the field.

Management Structure

example of a business plan for catering

Determine the key players in your business.

A catering service is run by a few people. In this section of the business plan, you’ll list down everyone who is working on this business alongside you as well as the roles they possess in your business. This includes:

  • Business Partners
  • Accountants
  • Co-chefs (If you’re not the only one doing the cooking)

Why is this so important, you might ask? Stating clear business roles and laying out the management structure keeps everyone in check and helps avoid any misunderstandings. Most businesses that don’t define this early on end up having a messy workflow. So make sure to state each duty clearly for everyone to follow.

Product Line and Services

Italian burgers add that delicious Italian flavor to this American classic food

Burgers are a proven catering option.

This section of the business plan goes hand in hand with your company concept. Here you can present your different sample menus for all the cuisine you wish to cater to. Be sure to include the prices for the set menus per head.

You can also write down the services you plan to offer. Here are some you can consider for your catering business:

  • Out of town catering
  • Cocktail station
  • Set up style (buffet or plated)
  • Table setting (formal or casual, rustic or summer feel)
  • Wait staff or food display only

Writing them all down in this section will keep your business more organized which is very important when you start on your catering business.

Sales and Marketing

Grilled chicken from a barbecue food truck

Grilled chicken is another popular option for caterers.

How are you going to market your catering business? Do you plan to have an ad out in your local newspaper and on social media? Both strategies are fine but you need to find more ways to get your catering business out there.

One way to market yourself is to partner up with rental spaces such as function halls that do not provide food. Give them a proposal that when there are inquiries regarding the rental of their halls, they would present your set menus to the guests as well so they don’t need to trouble over finding a caterer.

Related Reading: How I Started a Legit Catering Business Out of My House

Partnering with several event coordinators is also a way to get your business known. People these days hire event coordinators to do all the planning for them. They expect these coordinators to answer all their questions from food, music, and decorations. By partnering up with an event coordinator, they’ll be the ones to pitch in your catering business to their customers.

Remember to uphold your mission statement as well. By providing good food and high-class standards during your catering event, you’re already marketing your products and services to the number of people you’re catering to. So always make an exceptional first impression because that will stay with the guests long enough for them to remember hiring you on their next and succeeding events.

Financial Plan

fried chicken

Plan your financial future.

Knowing where you’re going to get the funds to start your catering business is a must. This is how you’ll know if your plans are going to be achievable or not. Besides, having a solid financial plan will also allow you to go through with your ideas without any interruptions.

In this section, break down your financial plan into two categories which are your plans to request for funding and your financial forecast.

Funding Request

Some business owners are ready to put up their catering business due to having saved enough money through the years. But what if you lack the funds to do it? Don’t fret. You can still loan from the bank and invite investors.

Whatever your plan is that deals with requesting for funding, include it here so you can document it.

Financial Forecast

example of a business plan for catering

Make conservative and best case scenario financial forecasts.

Reaching break-even is the ultimate goal when you’re putting up a business. You can compute how long it will take you to reach it early on in the planning stage.

You can also list down all your proposed expenses here which include the following:

  • Pots, pans, and other large kitchen appliances and tools for cooking
  • Chafing dishes
  • Dessert displays and trays
  • Table cloths, plates, glasses, and utensils
  • Uniforms for you and the staff
  • Storage boxes and food warmers

You may also add in tables and chairs if you do not want to keep on renting these. But sometimes, the venue where you’ll be catering can provide these as well.

Download Now: Bakery Business Plan Templates for 2021

Be sure to include your staff’s payroll expenses. Since catering events are not done daily (unless you’ve already made a name for yourself and you’re booked every day), you can just have your wait staff be on call and pay them per catering event rather than a daily wage.

By computing these, you’ll know just how much you should allot for your startup capital and how much should your goals be to reach during every catering gig in order to profit off of it.

Operational Plan

example of a business plan for catering

What’s your operation plan?

Put your plan into action by making a timeline of your operations. Here is an example:

Date Plan [Insert Date Here] – Finalize the business documents you need such as permits and registrations for your catering business. [Insert Date Here] – Start marketing your business on social media and the local news. Send out proposals for partnerships with event coordinators and function halls. [Insert Date Here] – Hire and train staff. [Insert Date Here] – Start catering when booked. [Insert Date Here] – Achieve goals and reach break-even.

The appendix section of the business plan is where you can put all your documentation. This includes photos of your food and table setting and your copies of the permits and registration for your catering business.

Download Templates

Here are the catering business plan samples in PowerPoint, Word Doc, Google Doc, and PDF. These are ideal for commercial or home-based catering businesses.

  • Catering business plan template Google Doc
  • PDF catering business plan sample
  • Catering PowerPoint template
  • Catering businesses are ideal because there is no space for you to rent which is considered one of the main expenses that can be quite heavy on the pockets. You will be cooking in the comfort of your own home. Just make sure your place can handle heavy cooking and there is enough space for you and your staff to move about.
  • It would be nice to learn more about the different cuisines as you go along so you can cater to a wide variety of audiences.
  • Include a checklist of all the equipment you need to operate at the start. These equipment requirements make up the bulk of your startup costs. You can download a checklist of frequently used catering equipment here .

Throughout this entire guide, we have been referring to your readers as one of the main reasons why you should make your catering business plan easy to understand. But in truth, making this business plan is for you as well. You will need this plan when you’re requesting for financial assistance in banks and this would also serve as your work guide. So remember to keep it detailed and easy to comprehend because you will be using this on the road to putting up your business.

While opening a catering business can be extraordinarily rewarding there are a few factors you should consider before deciding to push ahead. Creating a business plan lets you understand what the factors are, what’s going to make this business become a success, and how you can profit from the venture.

If you’re serious about starting a catering business, don’t forget to sign up for our Food Business Startup Kit . This free community will give you access to exclusive interviews with catering professionals you can use to help grow your own business.

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.

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Catering Business Plan Template

Catering Business Plan Outline

  • Catering 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

Start Your Catering Plan Here

Catering Business Plan

You’ve come to the right place to create your catering business plan.

We have helped over 1,000 entrepreneurs and business owners create business plans and many have used them to start a new catering business or grow their catering company.

Below are links to each section of a catering business plan template example:

Next Section: Executive Summary >

Catering Business Plan FAQs

What is a catering business plan.

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

You can  easily complete your catering business plan using our Catering Business Plan Template here .

What Are the Main Types of Catering Businesses?

Catering services are available for a variety of different occasions including parties, weddings and corporate events. 

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

The primary source of revenue for catering companies is individual, private events and corporate events. 

The key expenses for catering companies are rent, wages and salaries, equipment and food costs.

How Do You Get Funding for Your Catering Company Business Plan?

Catering companies are often funded through small business loans. Personal savings, credit card financing and angel investors are also popular forms of funding.

What are the Steps To Start a Catering Business?

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

1. Develop A Catering Business Plan - The first step in starting a business is to create a detailed business plan for a catering business that outlines all aspects of the venture. This should include potential market size and target customers, market resarch on the catering industry, the services or products you will offer, business operations details, pricing strategies and a detailed financial forecast.  You can quickly complete your catering business plan using our Catering Business Plan Template here .

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your catering 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 catering business is in compliance with local laws.

3. Register Your Catering Business - Once you have chosen a legal structure, the next step is to register your catering 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 start your catering 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 Catering Equipment & Supplies - In order to start your catering 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 catering 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 catering business and catering business planning:

  • How to Start a Catering Business
  • How to Start a Catering Company

Where Can I Get a Catering Business Plan PDF?

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

Other Helpful Business Plan Templates

Photography Business Plan Template Event Venue Business Plan Template

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Catering Business Plan

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Every event or occasion calls for good food. And although the majority of people like good food, not everyone has the talent to cook the same.

And if you are someone who receives constant compliments for your cooking then you must have thought of having your catering business.

But having a catering business is much more than that. It all boils down to the quality of your service in the end, but before that, you need to have a strategy to attract your customers’ attention, build trust, manage your finances, and many more.

All of the above might sound a little overwhelming, but it doesn’t need to be. All you need is a catering business plan.

Catering Industry Highlights 2023

Here is an overview of the current state of the catering industry in 2023:

Market size and growth potential:

Employment scenario:, number of operational businesses:, major market drivers:, key market trends:, financial plan:.

Say goodbye to boring templates

Build your business plan faster and easier with AI

Plans starting from $7/month

example of a business plan for catering

How Can a Catering Business Plan Help You?

The catering business is one of the most rewarding careers as it not only lets you pursue your passion, it has the potential to grow into a huge business by size and volume if planned properly.

A business plan is helpful for a catering business because along with great cooking skills, great management skills are an integral part of a successful catering business.

A business plan can help you conduct your daily business activities without chaos, have good finances, help you find your desired customers, and make your unique business idea a marketable one.

Things to Consider Before Writing Your Catering Business Plan

Make a list of items you can serve.

Having a list of items you will serve, helps you organize your services better. It also helps your customers understand what you can offer and decide if your service is the right one for them or not.

Figure out your location and staffing coasts

Figure out from where you’ll provide services, what would be the amount of rent you’ll have to pay, which location would be good for your business , etc.

Figure out where you’ll get your supplies from

Make a list of important equipment.

Although many catering services work on the go and prefer to rent equipment, it is a good practice to have the basic equipment in case of contingency. It would also decrease your reliance on other people, and pose fewer challenges while gathering supplies for new orders.

Now that you have done the research, let’s learn how you can write a business plan for yourself.

How to Write a Catering Business Plan?

A good catering business plan consists of a clear description of your business’s functioning, your target market, the services you offer, the size of your company, a pricing strategy, and a well-designed employee management system.

Now you might wonder, where to start from, how to go about writing a plan from scratch, and most importantly how to know if you have written a good one.

Well, you need not worry.

You can easily write a well-rounded business plan either through a pre-designed template or through online business plan software.

Moreover, online business plan software can help you write a flexible business plan that grows alongside your business.

Catering Business Plan Outline

This is the standard catering business plan outline which will cover all important sections that you should include in your business plan.

  • Keys to Success
  • Financial Summary
  • Legal Entity
  • Locations and Facilities
  • Facility Design
  • Boxed lunches
  • Buffet style lunches
  • Alternative Providers
  • Future Products
  • Internal Bright Future Customers
  • Nonprofit External Customers
  • For-profit External Customers
  • Market Analysis
  • Market Trends
  • Market Growth
  • Value Proposition
  • Competitive Edge
  • Distribution Strategy
  • Marketing Programs
  • Pricing Strategy
  • Promotion Strategy
  • Of Grape & Grain
  • Cravings Fine Foods
  • Ariana’s Deli
  • Fettuccini and Co
  • Napoli Restaurant
  • Brindiamo Catering
  • Wild Duck Brewery
  • Oregon Electric Station
  • Local and national grocery stores chains
  • Local and national sandwich fast-food chains
  • Strategic Alliances
  • Organizational Structure
  • Management Team Gaps
  • Personnel Plan
  • Other General Assumptions
  • Fundraising Strategy
  • Fundraising Programs
  • Funding Forecast
  • Start-up Summary
  • Income Statement (5-Year Projections)
  • Balance Sheet (5-Year Projections)
  • Cash Flow (5-Year Projections)

Although your plan will keep changing as your business grows, here are a few key sections that would form the foundation of your business plan:

1. Executive summary

This executive summary section would be the first one on your plan. It provides a summary of all that your business stands for. It can be divided into the following subsections:

  • Objectives : This segment would consist of the chief objectives of your company. What it aims to achieve, who it wants to serve, and where it wants to reach.
  • Mission : This segment includes the mission statement of your business, it consists of what market gap you plan on filling with your business.
  • Financial Summary : This segment will give a summary of the past and present condition of your finances as well as projected gains of your business.

A clear executive summary can come in handy if you need funding.

2. Operational Strategy

The operational strategy section helps you plan how to work toward achieving your business goals. It can be divided into the following subsections:

  • Day-to-day activities : In this segment, you’ll write an overview of the best way of carrying out your business from onboarding clients to fulfilling the services.
  • Long-term goals : This section would consist of long-term goals like serving a certain number of clients, growing your business to a certain size, and expanding to a certain number of branches, etc.

A good operational strategy would make your business activities less chaotic and prevent them from being all over the place.

3. Market Analysis

In this segment, you’ll write down every single detail you can find out about the market. It would include the following segments:

  • Market trends : Knowing about all the prevailing market trends can help you design a plan that would change as per the evolving market, and also help you maintain the foundation your company stands on. It would also give you an overview of what your competitors are doing.
  • Target Market : This segment would describe everything about your target market. The locations they prefer, the kind of cuisines they are into, how and when they procure catering services, etc.

This segment helps you understand what you are getting yourself into.

4. Services

This section consists of a detailed description of the services you offer. For example, the events you cater to, the volume of people you can serve, the food options your services have, what additional services you offer, etc.

This segment helps your target audience understand your services better, it helps them in deciding whether you are the right fit for them or not. So, make sure you describe your services in a clear and precise manner.

5. Financial Plan

The financial plan segment includes everything starting from the funds you need to start your business, the funds you need for procuring supplies and employing people, the projected cash flow of your business, expected profit, and loss of your business, pricing strategy, etc.

Download a sample catering business plan

Need help writing your business plan from scratch? Here you go; download our free catering business plan pdf to start.

It’s a modern business plan template specifically designed for your catering business. Use the example business plan as a guide for writing your own.

The Quickest Way to turn a Business Idea into a Business Plan

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Write your business plan with Upmetrics

A business plan software like Upmetrics is the best way to draft your business plan. This incredible tool comes with step-by-step instructions, customizable templates, and 400+ sample business plans to help you get started.

So, whether starting a catering business or planning to grow an existing one, Upmetrics is the tool you need to create a business plan.

So what are you waiting for? Start planning today!

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Frequently asked questions, how do i write a business plan for catering.

Writing a catering business plan from scratch requires a lot of research, but you can report it most effectively with the help of a catering business plan example. Using our business plan software, you can also quickly finish your plan in just a few hours or less.

What should be included in a catering business plan?

These are the key components of a business plan your catering plan must include to stand out to investors:

  • Executive summary
  • Business Overview
  • Products and services
  • Sales and marketing strategies
  • Operations plan
  • Management team
  • Financial plan

Where to find business plan writers for your catering business?

While many business plan writers are available to help you, believe it or not, no one knows your business better than you. So we recommend you write your catering business plan and outline your vision as you have in your mind. You can use AI business plan generators like Upmetrics to speed up the writing process.

What are some common mistakes to avoid when writing a catering business plan?

Following are some of the common mistakes to avoid when writing a catering business plan:

  • Poor market research and ignoring industry trends.
  • Inadequate and inaccurate financial projections.
  • Undefined goals and lack of details.
  • Including outdated and irrelevant information.
  • Not proofreading the document for typos and grammatical errors.
  • Not regularly updating your business plan.

About the Author

example of a business plan for catering

Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

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How to write a business plan for your catering company.

business plan for a catering company

Starting a catering company is a great idea because it allows you to tap into a growing market with high demand for food services, and provides a great opportunity to be creative and build a successful business.

Don't start without having built a business plan though.

A business plan is essential for a successful project. It outlines the goals and objectives of the venture, and provides a roadmap for how to get there. It also helps to identify potential risks and opportunities, and provides a framework for making informed decisions.

In short, a good business plan will help make sure your catering company is profitable .

What are the essential parts of a business plan for a catering company? What is the best way to structure it? What are the key financial ratios to consider? What steps should I take to ensure an efficient process when writing a business plan?

In the lines below, we will address all these questions!

One last thing: it's not mandatory to start your business plan from scratch.

You can download our detailed business plan for a catering company and adjust it to match your preferences.

business plan food service

Constructing a business plan for a catering company

Will a business plan be beneficial for your catering company.

Yes, you should create a business plan to help you better understand and plan your catering company.

Creating an effective business plan will help you to:

  • learn about the catering company market
  • keep up with the industry's changing trends
  • pinpoint what makes a catering company competitive
  • understand the event types, dietary restrictions, and culinary preferences of clients requiring catering services
  • come up with a great value proposition for your catering enterprise
  • evaluate competitive strategies
  • find competitive advantages for your catering company
  • find a business model that optimizes cash flow generation
  • craft and execute a well-thought-out long-term action plan
  • assess potential risks involved in running a catering company, such as foodborne illnesses, event logistics, and client satisfaction

Our team has created a business plan for a catering company that is designed to make it easier for you to achieve all the elements listed.

How to outline a business plan for a catering company?

A business plan is a document that contains a lot of informations. It needs to be organized so that it can be easily read and understood.

When we built our business plan for a catering company , we structured it in a proper way.

The structure is divided in 5 sections: Opportunity, Project, Market Research, Strategy and Finances.

1. Market Opportunity

The first section is referred to as "Market Opportunity."

Explore this section for a comprehensive analysis of the catering industry, including catering trends, menu planning, event management, and client acquisition strategies, providing insights for entrepreneurs in establishing successful and thriving catering companys.

The data here is regularly refreshed for accuracy.

2. Project Presentation

The second part is where you introduce the "Project" of your catering company. You can describe your menu offerings, event types you cater to, culinary expertise, professional staff, event coordination services, and the unique value proposition that delivers exceptional dining experiences for your clients.

Remember to introduce yourself at the end of this section.

Discuss your expertise in catering, your diverse menu options, and how you plan to provide exceptional catering services for a variety of events. Highlight your talented culinary team, your commitment to quality and presentation, and your dedication to creating memorable dining experiences that exceed client expectations through your catering company.

In our business plan, we've already prepared some content for you. Tailor it to fit your concept perfectly.

3. Market Research

After that, comes the "Market Research" section.

In this section, you will find a market segmentation analysis for your catering company venture.

It includes a study of competing catering businesses and emphasizes your venture's competitive advantages. A tailored SWOT analysis is also provided.

4. Strategy

In the "Strategy" section, a detailed plan spanning three years is presented, highlighting the initiatives and actions necessary to make your catering company highly profitable.

Moreover, this section includes a marketing plan, a strategy to mitigate risks, and a completed Business Model Canvas.

5. Finances

In conclusion, the "Finances" section allows you to present a comprehensive financial overview of your project.

business plan catering company

How to elaborate an Executive Summary for a catering company?

The Executive Summary provides an initial glimpse into the business plan of your catering company.

Don't exceed 2 pages; concentrate on the essential information.

This document is designed to make the reader excited about your business plan.

In the Executive Summary of your catering company, answer the following questions: who's your audience? any competition? are you better? your background? budget needed?

How to do the market analysis for a catering company?

The market study of your catering company allows you to understand external factors related to your project, such as demand characteristics, potential competitive advantages for your catering business, and the number of competitors.

By conducting a thorough market study, a catering company can gain a competitive advantage, optimize its menu options, pricing strategies, and marketing campaigns, ultimately leading to more customers request catering services.

Here is what you will find in the "Market Research" section of our business plan for a catering company :

  • recent data and statistics about catering companies, including event catering trends, menu preferences, and the impact of dietary restrictions
  • a list of potential customer segments for a catering company
  • the competitive comparison
  • the competitive advantages to target for a catering company

business plan catering company

The key points of the business plan for a catering company

What's the business model of a catering company, business model of a catering company.

A catering company's business model centers around providing food and beverage services for various events, such as weddings, corporate gatherings, or parties. Revenue is generated through event contracts or per-person catering fees.

The business model focuses on delivering delicious and well-presented food options, providing exceptional service and event coordination, effective marketing to target event organizers or individuals in need of catering services, and building strong client relationships based on memorable culinary experiences.

Success depends on culinary expertise, delivering seamless event catering, fostering positive client reviews and recommendations, and continuously adapting to changing food preferences and event trends in the catering industry.

Business model vs Business plan

It's important not to mistake "business plan" for "business model."

A business model outlines the way a company creates value, generates revenue, and operates.

In a business plan, you utilize the Business Model Canvas as a simple yet effective way to describe the way your business functions.

And, of course, there is a Business Model Canvas (already completed) in our business plan for a catering company .

How do you identify the market segments of a catering company?

Segmenting the market for your catering company involves dividing your potential customers into different groups based on their catering needs, event types, and preferences.

These categories may include factors such as corporate clients, weddings and special occasions, social events, or dietary restrictions (e.g., vegetarian, gluten-free).

By segmenting your market, you can offer a diverse range of catering services and menus that cater to each segment's specific requirements. For example, you might provide sophisticated menus and services for corporate events, create customized wedding packages with elegant culinary offerings, offer social event catering with a variety of food stations and interactive elements, or develop menus that accommodate various dietary restrictions.

Market segmentation allows you to effectively target your marketing efforts, provide personalized event planning, and deliver exceptional catering experiences tailored to the unique needs and preferences of each customer segment.

In the business plan for a catering company , you will find a detailed market segmentation that helps you understand your audience and their preferences.

How to conduct a competitor analysis for a catering company?

Undoubtedly, you won't be the only catering company in your area. There are other companies offering catering services for events and special occasions.

Your business plan should involve a close examination of your competitors, assessing their strengths, weaknesses, and key qualities.

Address their weaknesses (such as inconsistent food quality, poor menu customization options, or inadequate event planning).

Why is it important to address these concerns? Because these weaknesses can impact the success of catering companies.

By focusing on these areas, you can offer diverse and delicious menus, provide efficient event planning and execution, and deliver exceptional culinary and service experiences, positioning your catering company as a trusted and preferred choice for memorable events and celebrations.

It's what we call competitive advantages—cultivate them to make your business shine.

Here are some examples of competitive advantages for a catering company: diverse and customizable menu options, exceptional culinary skills, seamless event planning and execution, reliable and efficient service, flexible catering packages, positive client testimonials and referrals, outstanding presentation and attention to detail.

How to draft a SWOT analysis for a food service?

A SWOT analysis can help identify potential strengths, weaknesses, opportunities, and threats for a catering company to better understand its competitive position and inform strategic decisions.

As you can guess, there is indeed a completed and editable SWOT matrix in our business plan for a catering company

The strengths for a catering company

The "S" in SWOT denotes Strengths, which are the project's unique selling points or areas of expertise.

For a catering company, potential strengths include great customer service, delicious food, reliable delivery, and a wide variety of menu options.

The weaknesses for a catering company

W stands for Weaknesses, highlighting the weaker areas or aspects of the project that need improvement.

For a catering company, potential weaknesses could include lack of adequate staff, poor customer service, limited marketing budget, and lack of industry experience.

The opportunities for a catering company

O stands for Opportunities in SWOT, representing the external factors or circumstances that can benefit the project.

In the case of a catering company, potential opportunities include offering meal delivery services, providing catering for corporate events, offering catering for weddings, and providing catering for private parties.

The threats for a catering company

The "T" in SWOT symbolizes Threats, highlighting the potential negative factors or risks that the project needs to be aware of.

How to elaborate a marketing strategy for a food service?

A marketing strategy is an important part of a business plan as it outlines how a business will attract customers and drive revenue.

A catering company can connect with individuals and businesses in need of delicious and professionally prepared meals for special events by implementing a targeted marketing plan that showcases the company's culinary expertise, customizable menus, and stellar customer reviews.

Customers won't choose your food service without effective marketing; showcasing the delicious and diverse menu options, quality ingredients, and exceptional service is crucial.

Are you implementing effective marketing strategies for your catering company? Consider showcasing your culinary expertise through professional food photography, attending food festivals or community events for brand exposure, and offering specialized menus or packages for different occasions.

Don't be too hard on yourself if you're struggling with ideas for your project's marketing strategy – it's a process.

How to build a solid financial plan for a food service?

A successful business plan requires comprehensive financial data in order to accurately forecast future performance.

As you outline your business plan, you should include revenue projections for your catering company.

Potential investors will feel more confident in your business plan if the revenue projections are based on sensible and well-founded assumptions that they can understand.

Our financial plan for a catering company is easy to use and includes built-in checks to help you identify and correct any assumptions, ensuring you create reliable projections with confidence.

Without a doubt, you'll need to come up with a basic budget for starting your catering company. Make sure to include every expense (by the way, they are all listed in the financial plan we've made).

The break-even analysis is vital for your financial plan because it tells you if you whether your catering company will generate profits or not.

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Catering Business Plan Template [Updated 2023]


Catering Business Plan Template

If you want to start a Catering business or expand your current Catering business, you need a business plan.

You can download the Catering business plan template (including a full, customizable financial model) to your computer here.

The following catering business plan template gives you the key elements to include in a winning plan for your own catering company. In addition to this template, conducting market research for your local customer base will help you identify potential market trends and customer segments to better understand the viability of your catering business.

Sample Business Plan For a Catering Company

Below are links to each of the key sections of a sample business plan for a successful catering business.

I. Executive Summary – The Executive Summary provides an overview of your business opportunity and summarizes the business plan.

II. Company Overview – The company analysis includes information about your business concept, catering services and legal structure.

III. Industry Analysis – The industry analysis includes market research that supports your business and provides insights into market trends and the catering industry.

IV. Customer Analysis – The customer analysis provides an overview of your target market.

V. Competitive Analysis – The competitive analysis should identify your direct and indirect competitors and highlight your competitive advantage.

VI. Marketing Plan – The marketing plan includes your marketing strategy, pricing strategy and search engine optimization plan.

VII. Operations Plan – The Operations Plan includes information on your company’s day to day operations and processes.

VIII. Management Team – The management team section includes a profile of the business owner and business management, their experience and company responsibilities.

IX. Financial Plan – The financial plan includes financial projections, a cash flow statement, profit and loss statement and balance sheet.

Download the Catering business plan template (including a full, customizable financial model) to your computer here.

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Catering Business Plan Outline

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13+ Food Catering Business Plan Templates – PDF, Word, Docs

Launching a catering or small catering businesses plan can be tricky for new business owners. You need to have the right financial resources, marketing strategy, and more to present your investors or bank. We prepared every content you need to launch your food service or catering company with our food catering business sample plan templates. The catering templates also provide a format and sample content suitable for launching other food businesses like a food truck or a mobile kitchen.

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No Food, No Party

Tips in managing a food catering business.

  • Go realistic with the budget proposed . Make sure that you discuss the costs well with them so that you can understand why not everything is possible. Negotiate on the simple menu while taking note of your budget sample . There may be some dishes you need to give up for something more practical. That way, you will be able to accommodate everyone on your guest sample list . You would not want to end up at the party running short on food.
  • Lay out your payment process . The arrangement about the date is something that should be agreed on, and the security you get out of the payment it entails. You do not want to end up surprising your sheet client with another sizable bill at the last minute. It is important that they are aware of the total cost of the service and everything it includes. Customers should also be firm about knowing this straight up. Encourage your client to be honest about their sample budget because you do not want to be producing a buffet for a king’s court out of nothing.
  • Communicate the terms properly with your clients . In doing so, ask them not to risk stretching their finances thin just because they want it to be perfect. Be honest. Let them know that they will still be able to have a wonderful printable menu with a package that is ideal for them and the number of guests they plan to have. You should be able to let them know what your options are or you can offer you something that will suit their needs while being realistic.

Importance of A Catering Business Plan

Top tips for catering business planning.

  • Only Sell Dreams If You Can Make Them Real . Couples, especially brides have dream weddings, corporate leaders and guests on inviting company events have expectations, birthday celebrants have perfect birthday dreams and by all means, you can sell them dreams if you can live up to making it a reality on the day of the event. This is why your business plan format would matter. It’s something that will serve as your reference when the situation calls for it, and with weddings, that practically happens all the time. You’re selling dreams but you can still be realistic no matter how much you want to give them what they want. At the end of the day, you can really only give them what their simple budget allows, while you can still profit from it.
  • Invest On Training And Experience . Before you start having a food catering business plan Word of your own, it is always better to learn the ropes by working with the area’s most reputable caterers. Firsthand exposure to this kind of business allows you to pay attention to small details, the challenges you’re likely to face, risks involved, bottlenecks, and a lot of grey areas without having to squander your hard-earned money at the first opportunity of opening your own. An experience like this will not only make you learn valuable tricks of the trade but will also be a good chance for you to assess your preparedness in embarking on this type of business venture. How badly do you really want this? Why do you want this? Is it to prove to others you can, or do you really see yourself thriving? Those are the important questions you need to ask yourself before making your investment templates .
  • Write A Detailed description Of Your Catering Service . This would include the kind of food you want to prepare, especially the specialty of the house. Obviously, catering businesses are all about food, but it’s still important to define what your business goals are and how you plan to achieve them. In doing so, you’re giving investors a feeling of confidence that you’re serious about your business activity plan , no matter what it takes, and that you’re ready to take on the challenges of competition in such a tough market.
  • Make A List of The Services You Provide . Some catering services have staff that serves guests at the table while others prefer to give meals buffet-style where guests are free to choose from a variety of food, depending on what they decided with the event coordinator or host. Usually, the menu planner would include beverages and desserts. Provide a list of specific types of food you can serve on specific occasions, celebrations with their specific themes. Be flexible. Tell them you can serve Asian, Italian, French, or Mexican cuisine and provide a modern menu to literally give them a taste of what you can cook.

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How to Write a Catering Business Plan [11+ Best Examples]

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Step 1: Describe Your Catering Services

Step 2: indicate the amount of kitchen space you need, step 3: know the kitchen equipment to operate your business, step 4: create a marketing strategy for your business, more articles, 6+ sales email examples & samples in pdf | doc, 35+ user stories – examples, pdf, docs, 13+ team meeting checklist examples in pdf | google docs | pages | word.


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Catering Business Plan Template

Catering marketing plan.

Traditionally, a marketing plan includes the four P’s: Product, Price, Place, and Promotion. For a catering business plan, your marketing planning should include the following:

Product: in the product section you should reiterate the type of catering business that you documented in your Company Analysis. Then, detail the specific food items you will be offering.

Price: Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of your marketing plan, you are presenting the menu items you offer and their prices. Since these items might vary from client to client, include your core items in your plan.

Place: Place refers to the location of your catering business. Document your location and mention how the location will impact your success. For example, is your catering business located next to a heavily populated office building, or gym, etc. Discuss how your location might provide a steady stream of customers.

Promotions: the final part of your catering business marketing plan is the promotions section. Here you will document how you will drive customers to your location(s). The following are some promotional methods you might consider:

  • Advertising in local papers and magazines
  • Reaching out to local bloggers and websites
  • Flyers given to office managers at local businesses
  • Partnerships with local organizations
  • Local radio advertising
  • Maintaining a community presence by joining local charity organizations and networking groups. This could give you a huge competitive edge and help spread the word about your business.
  • Banner ads at local venues
  • Blogging and social media marketing
  • Email marketing

Finally, in your marketing plan, talk about your brand and what you would like it to symbolize.


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

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Catering Business Plan Sample

  • 22. June 2016
  • BrainHive Know-How Base @en , Business Plan Samples EN

This is an example of a completed turn-around business plan for an already operating non-food catering business. It operates as a franchise/license chain and has been leasing catering equipment and other gastronomic products (like dishes, flatware, glasses, bar constructions etc.) to business and private events for several years. It has several branches in Germany, Austria and Switzerland.

The branch in question has been experiencing operative losses. The branch manager is about to retire, and the business unit will be purchased and redeveloped under a new management, the new manager being the founder of the franchise himself. The branch will undergo a redevelopment program consisting of a financial investment as well as a marketing program to reach out to new potential customers. Break-even is expected one year after the launch of this program.

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The business plan elaborates on crucial points like the product and service range as well as the operative processes, USP (in this case the already established reputation and prominent clients), vision and strategy – in this context it is worth mentioning that the city of the subsidiary’s location is an established hub of trade fairs and technology, which provides a good basis for reaching the right kind of customers. In addition, special emphasis will be given to the dedication and quality regarding suppliers/potential business partners. Market/economic research provides a positive outlook of the market situation, and the extensive knowledge and business experience of the new Manager constitutes a very positive aspect of the risk analysis.

The financing of a business is an important issue, and even if the facts and numbers as such are already promising: Being able to present an appropriate and convincing business plan to banks and/or potential investors is a prerequisite for obtaining such financing, also for turn-around purposes.

On a side note: A good way to get started quickly, efficiently and professionally is to hire a business plan writer to write your business development plan. At BrainHive, we offer experienced business plan writing services. If you want to know the business plan consulting fees , we can also help you out, being one of the most affordable and yet professional business plan consulting firms in the market. Don’t hesitate to contact us anytime if you want to learn more about us or get an individual quote for your business plan project. It is perhaps also worthwhile to note that we can also help you with your existing business plan , as well as prepare just the financial plan for your business plan . This way, you can rest assured that you will receive a custom-tailored business planning service that fits your exact need at the best price imaginable.

Catering Business Plan Sample Overview

1. Executive Summary 1.1 Business Plan Product and Service Range 1.2 Business Plan Operative Processes 1.3 Business Plan USP 1.4 Business Plan Strategy / Vision 2. Business Plan Market Analysis 2.1 Business Plan Competition 2.2 Business plan target group 2.3 Business plan risks 3. Business Plan SWOT-Analysis 4. Business Plan Location 5. Business plan partner/s 6. Business plan marketing 6.1. Business plan pricing 6.2. Business plan communication strategy 7. Business plan manager 8. Business plan staff 9. Financial Planning 9.1 Business Plan Clarification 9.2 Revenue Source Clarification 9.3 Business plan capital

1. Catering Business Plan Sample: Executive Summary

The [Catering Business Plan Sample Ltd.] is a non-food caterer who has been leasing gastronomic products and catering equipment for events to companies and individuals since XXXX. The company operates as a franchise / license chain and currently has XX branches in Germany, Austria and Switzerland. The headquarters are located in the [Catering Business Plan Sample Ltd.] Village. The branch in [Catering Business Plan Sample Ltd.] city has not generated any operative profit after losing a major client in XXXX. The total loss is approx. XXX.XXX Euro (the company has liquidated XXXX workshop equipment, generating a profit of approximately XX.XXX Euro). The former manager of the Business plan branch is retiring, the branch will be bought and redeveloped as part of an investment program with a new manager. The management is being taken over by Mr. [Business plan], the founder of the [Catering Business Plan Sample Ltd.] franchise. XXX.XXX Euro will be invested in new returnable packaging and new clients will be reached by means of a marketing program, in particular cold calls. We should be able to break even in the first year after launching the redevelopment program. Achieving this objective is supported by the general market conditions and location factors.

1.1 Business Plan Product and Service Range

Each branch of the [Catering Business Plan Sample Ltd.] has the full range of necessary products and business equipment to meet the needs at even the most demanding events. A set of service options is offered as part of the order execution, and cleaning used goods is included in the lease cost. It is leased exclusively over a three-day period; an intraday settlement is not possible. There are three basic ranges: standard products, special products and regional products (exotic) with over XX.XXX different individual items. The range is divided into returnable packaging and goods for sale. Returnable packaging includes all durable goods in the areas of catering, furniture and equipment. The typical gastronomy goods are dishes, glasses, flatware, chafing dishes (heatable metal plates) and other serving equipment, tablecloths, slipcovers and catering equipment such as grills or oven stands. Tables and chairs in various designs for different occasions are available, including elegant padded furniture and LED illuminated party lounge cocktail tables. We also have display cabinets, closets, partitions and bar constructions in our product range. The catalog of the [Catering Business Plan Sample Ltd.] is completed with additional equipment and decorative items such as lottery-wheels, informing tablets, table decorations, art works and electrical accessories such as cable reels.

Sale goods are of low quality, but nonetheless important for a successful event. These products include napkins, candles or cable ties. In addition, the business with ice cubes and crushed ice is very important in this segment. The ice is produced under strict quality requirements with an ice machine in the [Catering Business Plan Sample Ltd.] store, packed in polythene plastic bags and delivered in Styrofoam cartons to the client. The product range rests on the founding principles of high quality and pragmatism. The company offers dishes and cutlery produced by a small group of European quality suppliers like Rosenthal or KPM. Pragmatism comes into play when chairs are purchased: these must all be stackable and cannot exceed the maximum weight of xxx kg. Damaged or badly worn goods are removed, discarded and replaced. [Catering Business Plan Sample Ltd.] offers a full range of services to fulfill the ideal event request of a customer. Customers can look at different products in the Sample brand salesroom and make an informed decision. The selection process is competently supervised by Sample brand staff, who in some cases have many years of experience in event catering and support clients in their planning. Clients can opt to transport the leased equipment to the venue themselves or have Sample brand deliver and pick it up. An important part of the leasing agreement is the professional cleaning of the products. This is a standard service for Sample brand and is performed very conscientiously.

1.2 Business Plan  Operative Processes

The typical [Catering Business Plan Sample Ltd.] facility follows a detailed plan to carry out daily activities. The tight organization includes taking orders, processing them and offering logistic support especially with high-quality, fragile goods. The [Catering Business Plan Sample Ltd.] city branch has XXX square feet of premises (storage, washing space, office, retail space), two delivery vehicles and a cutting-edge rinsing machine. To simplify the administrative processes, [Catering Business Plan Sample Ltd.] had special software called Leihoffice (Lease Office) designed. This program is a very important part of the success of the sample brand and ensures an optimum overview of the stocks and their borrowing hours at all times. In addition, entries can be made to block damaged goods and keep track of those returned. The ways of packaging and storing the goods are preset. This way the space in the warehouse and in vans is optimally utilized and there are no damages or losses of small products. The criteria to determine whether a given product can remain in the leased range are also well-documented. A very important part of the daily operations of the [Catering Business Plan Sample Ltd.] is cleaning kitchen utensils, in particular dishes and cutlery. [Catering Business Plan Sample Ltd.] has set very strict requirements. The correct selection and the correct operation of the machines for the gastronomic needs and recommendations for selection of the cleaning agent are defined. Each dish or cutlery item is sealed and a certificate that guarantees the hygienic cleaning of these goods is provided.

1.3 Business Plan USP

The brand’s reputation is the most important USP. The company has built it over its XX-year market presence. It is recommended by countless prominent companies and establishments, such as the delicatessen “XXXXX” or the Chancellery. The trademark brand is protected by law and associated with the “XXXXX of non-food caterers” in the hospitality industry. Careful adherence to the standards in place for franchised licensees is at the core of every [Catering Business Plan Sample Ltd.] operation. This commitment is also reflected in the training of employees and subcontractors, who leave the relevant impression shaping the client’s perception of the [Catering Business Plan Sample Ltd.]. The great efficiency of the [Catering Business Plan Sample Ltd.], consequent customer satisfaction and capacity for expansion are achieved mainly by the standardization of products and packaging, the software Leihoffice and the correct operation of facilities, in particular the washing process. By following the guidelines set by the parent company the branches enjoy high productivity, while remaining flexible enough for regional adaptations. The founder and business plan manager spent three years planning and preparing the franchise concept and gathered ideas in the US and Canada among other countries. His core beliefs evolved over time in his long career in gastronomy, event catering and the hotel industry. The continuous development of [Catering Business Plan Sample Ltd.’s] expertise will allow the company to remain at the top in the long term. The vast network of well-located branches and well-coordinated exchange between them ensure there will always be enough leased goods. In addition, the branches uphold best-practice guidelines on marketing and operation levels.

1.4 Business Plan  Strategy / Vision

[Catering Business Plan Sample Ltd.] will continue to delight its well-paying clients in German-speaking countries and regions with perfect services in line with its high-value, pragmatic strategy. New licensees will become part of the network only if they prove they will manage the [Catering Business Plan Sample Ltd.] with diligence and zeal. An important objective was addressed to strengthen the communication between the branches in the medium term and affirm the general concept of the company in the increasingly competitive environment. As age is an issue not only in the Sample city branch, but also affects the dynamics of management of individual branches, coordinated cooperation is even more important to ensure adequate drive for growth and development of [Catering Business Plan Sample Ltd.] in the long term. A broad investment program is planned for the [Catering Business Plan Sample Ltd.] city branch, which has two aims: improvement in the product lease capacity and new customer acquisition. The sample city, known as a hub of trade fairs and technology, offers good possibilities to help the faltering branch get back in the black given targeted researching is performed and customers are acquired. The overall vision of [Catering Business Plan Sample Ltd.] is to remain a market leader in upscale non-food catering and anchor the brand in the minds of German customers. At present [Catering Business Plan Sample Ltd.] is preparing to open a branch on XXXXX. This way the brand proves to itself expansion on new markets outside of Germany, yet controlled by German companies, is on the horizon of the parent company. The tight organization, flexibility and scalability of the [Catering Business Plan Sample Ltd.] facility are applicable to many markets. The company’s steady long-term success ensures adequate resources for a profitable future.

2. Catering Business Plan Sample: Business Plan Market Analysis

Countless of data sources were used to assess the market conditions of the Business plan  Sample brand Sample city branch as accurately as possible. The non-food catering segment does not have a central union at this time that is organized enough to provide quality market research. The closest to a central union is the Partyservicebund e.V. (, which doesn’t have the required capacity and reports to the press that XXXX was a good year, but without specific figures. This is why we retrieved and analyzed national and regional consumer barometer, gastronomy, trade fair industry, event marketing, luxury goods sector and tourism industry data. The overall result of the analysis showed the quality-conscious non-food caterer market situation was indeed good both nationwide and in the [Catering Business Plan Sample Ltd.] city (see location analysis), but there are numerous market risks due to the global economic crisis, fierce competition (see Competition Analysis) and the shrinking gastronomy industry.

Economic Barometer : Consumer sentiment in Germany is inconsistent as reflected in the GfK report from November XXXX. The economic outlook is improving, but Germans remain unsure in light of the European debt crisis and the declining economy. Despite the downward trends, economic prospects remain stable up until the end of XXXX. The index has improved for the third consecutive time. Germans believe that their income will increase in the future. The stability is due primarily to the positive labor market figures. The high employment reduces the fear of job loss and thus promotes predictability. The consistently moderate inflation serves to encourage consumer spending, which is further stimulated by the weak propensity of German consumers to save because of very low interest rates and uncertainty caused by the European debt crisis. Strong economic growth continues in Lower Saxony based on y/y data of the regional CCI. With real economic growth of X, X%, the pre-crisis levels of XXXX have been reached again. After two years with growth rates of more than X%, Lower Saxony currently enjoys the lowest unemployment rate in XX years. In order to stabilize the rapid economic recovery, the state government has established a policy for growth and employment. In recent years hundreds of millions have been invested in technological capability, for example at the Brunswick Research Airport, in the Lower Saxony Research Centre for Vehicle Technology or the CFK-Valley Stade. The economic development in Lower Saxony is tense but solid in the third quarter of XXXX. Only one of ten companies finds its current business situation poor, but one in four companies is afraid of the prospects in the next year. These assessments, as well as insufficient new orders and falling exports in neighboring countries indicate stagnation on this market in the medium term.

Gastronomy: The gastronomy industry in Germany grew by X,X% in nominal and by X,X% in real value from January to August XXXX y/y according to data of the German Hotel and Catering Association (GHCA). The hotel industry, an important market factor, developed favourably nationwide. Just under XXX million overnight stays (X,X%) were counted in XXXX in establishments with more than nine beds, with Germany taking the first place in Europe. The data for Hessen in the following table show the stagnation in the gastronomy industry (except for the fast food establishments) and the growth of the catering industry (important rows marked red). There are currently XXX.XXX enterprises classified as catering companies nationwide with per annum revenue of X,X billion Euro (GHCA, Year XXXX).

Number of enterprises in the German gastronomy and hotel industry [TABLE REMOVED]

Source: GHCA Hessen and Federal Statistics Office, Income tax statistic XXXX

Trade Fair Economy: Germany is one of the world’s leading trade fair venues. Two-thirds of all international trade fairs in a wide range of industries take place in Germany. In XXXX almost XXX.XXX exhibitors were participating in XXX international trade fairs. That’s just under X% up y/y. In XXXX there was a decrease of X%. Compared to XXXX, the key figures in XXXX rose very significantly (see following graphs). A larger-on-average exhibition stand is a good indicator for the Catering Business Plan Sample Ltd. sample city branch, as the company relies on fairs and major exhibitors have high budgets for high-quality non-food catering.


Source: AUMA Press release (XXXX)

Event Business: In XXXX the event business is expected to grow and event budgets to regain the levels of XXXX. Event Budgets in Germany

Source: FAMAB Branchenbrief

In XXXX the German concern and event market recovered from the dramatic revenue drop in XXXX. After branch revenues dropped from X,X billion to X,X billion Euro by a total of XX% in XXXX and XXXX compared to XXXX, the peak revenue of XXXX was exceeded in XXXX with the record (almost) X billion Euro. This is why the branch aimed for growth of XX%. The revenue is based on XX,X million visitors, translating to profit of X% (two million consumers).There were a total of XXX,X million visits, almost XX million more than in XXXX.

Source: GfK-Press Release (XXXX)

Tourism: The German tourist industry generally has solid results. Luxury tourism is especially interesting. Well-off Chinese, UAE and Russian tourists are often encountered in German cities. Overnight stays of tourists from China and Hongkong in Germany increased by XX% y/y, while those of Russians increased by XX%. Pro capita spending, especially for shopping, shows a positive tendency. According to the tax free experts of Global Blue there was an increase of shopping expenses of around XX% y/y in XXXX. The luxury hotel segment increased by XX% y/y, the German art market by XX% and private/first class flights by XX%.Lower Saxony is an attractive destination with XX,X million overnight stays in XXXX. Its sea, mountains and nature parks make it the most popular northern province. There are more nature and amusement parks in Lueneburg Heath than anywhere else in Germany. The Zoo Experience Catering Business Plan Sample Ltd. city attained a new attraction in May XXXX – Yukon Bay – and developed into a unique European adventure park and zoo in recent years. The Automobile City of Wolfsburg had approx. X,XX million visitors in XXXX. The most important groups are from Holland, the UK, Denmark and Poland. In summer the industry naturally experiences a boom.

Luxury goods market: The German luxury goods market is growing rapidly and growth is stronger than in all other European countries. Turnover increased by XX% to XX,X billion Euro y/y according to a luxury market survey by Roland Berger Strategy Consultants, ordered by a branch association called the Master Circle German Luxury Forum, which was established in May XXXX. Growth improved substantially upon the previous year (XX%). Germany is a worldwide leader, clearly surpassing the global luxury market growth of about X%. Highest growth was observed with watches (XX%), jewellery (XX%), and fashion and accessories (XX%). The German luxury vehicle market skyrocketed by XX%.Germany’s largest representative consumer survey with XX.XXX interviews per year pointed to a trend towards enhancing personal luxury, which was socially unacceptable just a few years ago, namely the “Typology of Wishes”. In the affluent age group of XX-XX XX% agreed with the statement, “I treat myself to expensive things, luxury makes life beautiful”, which increased in XXXX to around XX%. Another indication of the attitude change is the agreement with the statement, “I like to go to exclusive shops”. Here the agreement increased from XX% in XXXX to XX% in XXXX. Agreement with this statement among boys also increased – by X-X%. A survey of the top management of Master Circle member companies paints a positive picture for XXXX. Most market segments expect a revenue growth between XX and XX%. In order to realize the growth potential, the companies plan an increase of their investments of up to XX% for the expansion of the branch network and additional marketing. The number of employees should increase significantly both in the sales and in the administrative departments. In some cases profit is deliberately avoided to lay a solid foundation for the anticipated growth in the years to come.

Conclusion: The market conditions for the Sample brand are quite positive in light of several factors: solid consumer confidence in spite of the downturn, solid growth of the catering industry despite an overall stagnant gastronomy industry, and very good data from the exhibition industry, the tourism industry and the luxury goods market. However, market distortions are expected in the short or medium term as a result of the ever more threatening world crisis scenario in the long term. Paradoxically, the luxury segment will suffer the least due to the lower price flexibility. This is also the reason why Roland Berger’s experts are so optimistic about the market.

2.1 Business Plan Competition

An almost infinite number of companies with a similar business focus are active in the field of [Catering Business Plan Sample Ltd.] The startup will have to invest significant resources in marketing to be able to remain competitive. Recommendations and conventional print marketing will not be sufficient to achieve the desired revenue and expansion in the short term. The quality of [Catering Business Plan Sample Ltd.’s] products and services distinguish it from other brands. Often competitors are unable to meet clients’ demands and deprive themselves of the opportunity to be promoted and to become more recognized through recommendations and positive experiences. Consistently good work, professionalism and credibility are appreciated by customers and can be used to compete effectively. Price-based competition can be risky, especially as many corporate clients have cut their budgets in the crisis. This is exactly what Volkswagen did. It was [Catering Business Plan Sample Ltd.] sample city’s most important client, which is why the company has been operating at a loss in the past three years. There are three classes of competitors, whose activities exert a significant influence on the Sample brand’s business. First, there are the price-aggressive, professional, national non-food caterers such as ProfiMiet ( or M. Ferber Party-Miet-Service e.K. ( Then there are the national party service / catering / cafeteria- operating companies such as Aramark (, Apetito (, Dahlmann Ltd. (, Compass Group Deutschland Ltd. (,  Mövenpick (, Party Rent (, Perfect Show Events (, Esmeyer (, Broich Premium Catering ( or MKS Premium Catering ( Finally, there are regional competitors like Event-Mietservice Ltd., [Catering Business Plan Sample Ltd.] city (www.eventmietservice-business plan, Sternzeit Catering ( and restaurant catering services like La Piazzetta ( There are dozens of skilled, small-scale competitors like this Italian restaurant, which can be seen on www.Catering Business Plan Sample Ltd. The [Catering Business Plan Sample Ltd.] must compete with all three classes with unique selling points in order to remain on the market long-term. The company should get an edge over its strongest competitors – national non-food caterers – through enhanced market presence and better service quality, taking away high-value customers and ensuring long-term commitment. [Catering Business Plan Sample Ltd.] should compete with standard catering companies and party service providers effectively by offering a wider range of high-quality leased goods. Collaborations using the strengths of similar established companies are a good idea. A good example of this is Business Plan Musterstadtaner provider Music & Light VT ( ), known mainly for party electronics. The smaller regional providers should not be allowed to take away [Catering Business Plan Sample Ltd.’s] important target group clients through their bespoke product range and greater proximity to customers. The flexibility of the local branches concurrent with a much greater range of services is enhanced by the symbiosis with other [Catering Business Plan Sample Ltd.] facilities in northern Germany. The strong search-engine-optimized portal XXXCatering (, which has a special luxury non-food catering page, deserves special mention particularly due to the Business plan facility’s location in Sample City. According to the profile the website is a finder tool for local catering providers. The website, which has a significant amount of pure SEO content, actually keeps referencing to the company Wengenroth and Partners (www.wengenroth-and-partner /). This is, in fact, a marketing and management consultancy firm based in [Catering Business Plan Sample Ltd.] city that specializes in search engine optimization. It is necessary to clarify whether this company would be a good partner or a potentially dangerous competitor given its extremely skillful internet marketing. In the latter case, the company would be a direct niche competitor, since it explicitly targets high-end customers. A broad contact network could be developed through cooperation, by attending industry events, with sponsorship events and by directly contacting promising potential customers. The company will be able to promote sustainable growth of the loyal customer base quickly based on this network of contacts. This way the company can withstand the ever increasing competition, increase the value of its brand and take root regionally and nationally. We can conclude that the status of the [Catering Business Plan Sample Ltd.] is generally satisfactory in terms of competitiveness. The [Catering Business Plan Sample Ltd.] city site will be rehabilitated successfully thanks to the competence of the manager and the planned investments and despite the immense pressure from competitors.

2.2 Business plan target group

[Catering Business Plan Sample Ltd.] targets high-value clients in the hotel/gastronomy/trade fair industries, both companies and private entities. Revenue is typically derived from these three target groups equally, although there can be location-based deviations. For example, orders from state institutions form the bulk in the Berlin branch. What all of [Catering Business Plan Sample Ltd.’s] clients have in common is the desire for perfect event planning and clean, high-quality leased goods. A big client from the automobile industry played a big role for [Catering Business Plan Sample Ltd.] city in the past. There are plans to maintain this contact and acquire more clients in this industry. The following is a list of the biggest companies in the area of [Catering Business Plan Sample Ltd.] city. Attractive potential clients are framed in red.

Source: CCI Lower Saxony

Another focus of the operations involves attracting customers from the exhibition and event industry. The size and prominence of the exhibition industry in Catering Business Plan Sample Ltd. city and the numerous major local events will certainly help the company make significant progress in obtaining a share of this market.

2.3 Business plan risks

The [Catering Business Plan Sample Ltd.] model faces primarily operative and political risks. One recent example is the changes in taxation, which the Party Service Association e.V. finds impacted the business model of catering companies negatively. Stricter requirements with regard to hygiene are expected in XXXX (partly due to the recent norovirus epidemic). However, we of [Catering Business Plan Sample Ltd.] believe the more stringent hygiene requirements will affect mostly low-cost providers’ business. It is important that marketing investment be aimed at the target group and generate more revenue. The manager has the necessary knowledge and contacts to quickly hike up the revenue of the recently faltering [Catering Business Plan Sample Ltd.] city branch. The numerous challenges of the business model are very likely to be overcome given his experience and qualifications.Other risks may arise in day-to-day operations, such as dishwasher malfunction. To this end, sample brand businesses are advised to maintain very good communication with the manufacturers and to think ahead when they are buying cleaning products and installing water filters/softeners. Insurance is a key issue when operating with valuable and fragile goods. Health and accident insurance and labor and service agreement details (especially with long-term subcontractors) must be researched very thoroughly in order to ensure legal protection.  [Catering Business Plan Sample Ltd.] has had a special agreement with the “Leipziger” insurance for several years, which guarantees the company insurance coverage across the board on very favorable terms.

3. Catering Business Plan Sample: Business Plan SWOT-Analysis

The following SWOT matrix gives a clear picture of all strengths, weaknesses, opportunities and threats:


4. Catering Business Plan Sample: Business Plan Location

Due to its location, the [Catering Business Plan Sample Ltd.] city offers attractive starting conditions for potentially profitable operations of the [Catering Business Plan Sample Ltd.] branch. The [Catering Business Plan Sample Ltd.] city and the region of Lower Saxony are a business hub and travel destination in the heart of Europe. A good infrastructure of roads, railways and waterways enables fast connections to national and international markets. The wealth of the region is based mainly on a strong industry. The Lower Saxony Harbor Group shipped XX.X million tons in XXXX, which puts it in position X in Germany. The largest cruise ships in the world are built in Lower Saxony, as are parts for XXX, the biggest planes in the world. The headquarters of Volkswagen are located in the sample city. The Brunswick-Wolfsburg greater area is one of the largest metropolitan areas of the automotive industry in Europe. Numerous research institutes for aerospace and other innovative industries are based in the region. Lower Saxony also has a strong agrarian industry and is a leader in the renewable energy sector. [Catering Business Plan Sample Ltd.] city is considered to be one of the most important German trade fair locations. Since XXXX visitors from around the world have come here to see the latest achievements in industry, technology and science in Germany. Its CeBIT, the Agritechnica, the Biotechnica and the IAA Commercial Vehicles are world-famous. The German Trade Fair Group organizes over XX events in the Business plan city with XXX staff a year. The sample city has a very attractive location. The [Catering Business Plan Sample Ltd.] sample city branch is located in the Kriegerstrasse XX, north of the center, with very good road access. We can conclude that it will benefit optimally from the favorable onsite conditions.

5. Catering Business Plan Sample: Business plan partner/s

Partner companies of various types are very important for the [Catering Business Plan Sample Ltd.] both in terms of the purchase of equipment for leasing and facilities as well as for administrative or financial processes. The most important partner companies are listed below. A potential partner company is presented, which [Catering Business Plan Sample Ltd.] can use to gain a unique edge over competitors in an important non-food catering segment.

6. Catering Business Plan Sample: Business plan marketing

6.1 Business plan pricing

The founder and manager of the Sample brand has pursued a strategy of quality leadership ever since its launch. The [Catering Business Plan Sample Ltd.] is inseparable from its reputation as the “XXXXXX of non-food caterers” and therefore has the best access to the most affluent, highest-value clients. The high prices are therefore an important feature of the business model because they guarantee perfect services and performance. The company goes so far as to quote a British social reformer on “being rich and cheap goods” on its website and in catalogs.

6.2 Business plan communication strategy

As already mentioned, [Catering Business Plan Sample Ltd.] builds on strong marketing to communicate the advantages of its offers through multiple channels. In addition to conventional media (print advertising, trade shows, cold calling, etc.), we also utilize electronic media to attract customers. The sample brand, multiple winner of the Catering Star award, and its corporate identity are present daily on each level of communication with current and future customers, suppliers and employees. The logo with confetti fountain, slogan ( “We’ll make your party shine!”) and the bright turquoise are to be seen not only on marketing channels, but also on the delivery van, correspondence, on the uniforms of the staff and of course the packaging and hygiene certificates. The brand book, which the franchisee abides by, details the structure of the retail premises. Potential customers can look at the goods and receive expert advice on their event.  Over the course of time and development of the company it emerged that the name “Catering Business Plan Sample Ltd.” had been chosen very cleverly. The company name is not only among the first ones in alphabetical yellow pages – it also amuses cold call recipients, leading them to open their ears.Presence at trade fairs is very important for the [Catering Business Plan Sample Ltd.]. The company disposes of modern, high-quality exhibition equipment, which can be used by any branch participating in a fair. The parent company organizes central exhibits. Among the fairs in sample city where branches can be featured are „TrauDich!“ (Trust you), „Hochzeitstage“ (Wedding days) or the Wedding Expo in Sheraton, the gastronomy fair „GastroTrends“, lifestyle expos „Lebensart“ (Way of life) or „Christmas“, the biggest Christmas fair in Germany. Consumer goods expos such as „Infa“, „Garten & Ambiente“ (Garden and Ambience), „ReiseZeit“ (Travel time) or the regional SME fair. Taking part in these fairs could be a lucrative way of acquiring clients and partners.Well-designed catalogs are printed and issued to ensure the company will be remembered. The company also prints a series of flyers, which have advertising slogans on one side and tips and advice for a successful event on the other, such as how to fold napkins properly or which cocktails are appropriate for which occasion. These tips are also listed on the website. There is currently no glossy brochure or such print advertising for promotional purposes. This has been criticized by some [Catering Business Plan Sample Ltd.] licensees, which is why there are plans to create a high-quality brochure in the next few years. Giveaways will be organized on the premises of [Catering Business Plan Sample Ltd.] as well as at trade fairs and to a lesser extent also upon delivery of rental equipment with the aim to attract new clients. These goods are mainly classic promotional gifts like matchboxes, but also pens, wet wipes and mints. These gifts are used to make [Catering Business Plan Sample Ltd.] more memorable. They are more likely to be remembered by potential customers than leaflets or brochures. In the long term, the range of freebies could be extended to include innovative products, like the magnets and post-its put on refrigerators and kitchen utensils in the US. The sample brand website, currently being reconstructed, is a key element in the overall marketing strategy. It was last redesigned in XXXX in order to meet the growing demands of the German catering business. The site, which features pages on branch locations in Germany, Austria and Switzerland and includes pure advertising and marketing elements, generates significant revenue. Here clients can view catalog pictures and prices of all products and make orders when they log in a password-protected area. All pages feature advertising content. At the bottom clients can leave feedback on the service quality. There is also a page of references, key suppliers and partners. [Catering Business Plan Sample Ltd.] has barely done any Internet advertising. It currently has deficits both in the area of traditional keyword or email marketing as well as in the use of social networks. Moreover, the company ranks much lower in the most important keyword searches than its competitors. There is a lot of quality content on the site, but it is duplicated because of the design. It is likely that this circumstance as well as the occasionally hidden pages affect search engine ranking and readership adversely. [Catering Business Plan Sample Ltd.] also has no video marketing and no continuous news flow management. Both instruments would help promote the company and result in a higher ranking if put to good use.

7. Catering Business Plan Sample: Business plan manager

Mr. [Business Plan] is the manager and managing partner of [Catering Business Plan Sample Ltd.] Mr. [Business plan] founded [Catering Business Plan Sample Ltd.] XX years ago and has XX years of experience in gastronomy. He has proven time and again that he is able to put struggling companies back on the track to growth. He stands out with his fierce entrepreneur spirit, ambition and love for detail.


Although his journey has been a long one, Mr. Business plan still has a lot of enthusiasm and spirit and is developing his business steadily on the levels of IT, product range and marketing. Buying out problematic branches (in some cases unclear succession in management is an important reason to sell) helps affirm and spur the [Catering Business Plan Sample Ltd.] toward growth. His vast market knowledge, leadership skills and traits ensure Mr. Business plan manager will be able to bring the [Catering Business Plan Sample Ltd.] city branch back in the black. His numerous personal contacts will play an important role in this context.

8. Catering Business Plan Sample: Business plan staff

The staffing needs and tasks are presented in the following table.

9. Catering Business Plan Sample: Financial Planning

9.1 Business Plan Clarification

After three years of operating at a loss the company’s capital base has eroded. Shareholder loans are needed to recapitalize the company for the planned investments. In the current fiscal year XXXX it is possible to make a small profit due to the liquidation, but the operating revenue has plummeted and most of the processes have been shut down. The new shareholder loan of XXX.XXX will cover the initial capital requirement during the turn-around because payment is demanded for services. The other cost parameters, in particular personnel, leasing and event costs are planned so that no additional borrowing will be necessary. Sample Brand is expected to enter the market quickly due to the available contact network as the reputation of the brand speaks for itself. The revenue volume will skyrocket thanks to high marketing investments.

9.2 Revenue Source Clarification

Reactivated clients will generate revenue of around XX.XXX Euro starting from the very first month. The monthly revenue should reach ca. XX.XXX Euro by the end of XXXX. Annual revenue will increase by XX% between XXXX and XXXX and again between XXXX and XXXX by ca. XX%. The sample brand’s market segment is difficult to predict as the positive effects mentioned in the market analysis could easily lead to higher revenues, which is why this estimate is rather conservative. The annual revenue will attain growth of XX-XX% in the long term. After the second year the revenue in the first month of the following year will start to decline y/y. This is accounted for by the expectation that demand will rise around Christmas (seasonal) and revenues in January will drop in comparison. Despite this, progressive revenue growth is still expected.

Source: Financial plan (estimates of manager, numbers in Euro)

We expect business entities, including trade fair participants to account for slightly higher revenue portion than the other two target groups, namely hotel / gastronomy and private clients. We thus expect a revenue ratio of X: X:X for the three target groups. The breakdown by sector is as follows (see chart). The leasing business accounts for around two-thirds of the total revenue. The rest is generated by selling products and services. The most important segment overall is leasing dishes / utensils, contributing to one-third of the total result.

9.3.Business plan capital

Mr. Business Plan will provide XXX% of company capital as the sole managing partner of the branch.

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  • Business Templates
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FREE 10+ Sample Catering Business Plan Templates in MS Word | PDF

catering plans featured

A catering business plan is a plan used in the creation of a business that offers catering services to the clients. More than the food items that they can serve, it is essential for a catering business to know all the things that make up the entire business processes and how these affects the perception of the clients with regards to the particular catering business.

Catering Business Plan

Business plan outline template - 10+ download free documents in ..., sample real estate business plan template - 6+ free documents ..., simple business plan template - 9+ documents in pdf, word, psd, sample catering business plan template.

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Sample Mobile Catering Business Plan Template

mobile catering business

Catering Company Business Plan Template

catering company business plan template

We can give you samples of catering business plans should you be needing templates to serve as guides in creating this kind of document. Other than that, we also have other Sample Plans that you may use as samples in the specific plan that you want to create.

Food Catering Business Plan Example

food catering business plan example

Size: 45 KB

Startup Catering Business Plan Format

startup catering business plan format

Size: 70 KB

Catering Company Business Plan

catering company business plan

Size: 78 KB

Catering Truck Business Plan in PDF

catering truck business plan pdf

Size: 64 KB

Items Included in a Catering Business Plan

If you will be creating a catering business plan, here are a few items that you must list down:

  • the name of the business and the kind of catering business that you want to start,
  • the target market of the catering business,
  • the number of people needed by the catering business and the skill qualifications that you are looking for,
  • the kind of food that you are to serve,
  • the suppliers that you will tap for your business processes,
  • the amount that you can allocate for the business, and
  • the expected return of investments.

There are still other items that you may include in a catering business plan depending on the scope and nature of operations of the catering business where the business plan is for.

Success of a Catering Business Plan

A catering business plan may be fully implemented and has higher chances of being successful should these guidelines be followed:

  • create a brand that is strong enough to be associated with the characteristics and needs of the target market of the catering business;
  • assure that the catering business plan includes growth plans, which means that as the business grows, the business operations and processes must also grow and improve; and
  • learn techniques on how to expand your client base so that you can get a bigger share in the market where your business belongs.

Aside from our catering business plan templates, we can also provide you with other kinds of  Business Plan Samples .

Catering Training Business Plan

catering trailer business plan

Size: 49 KB

Catering Business Marketing Plan

catering business marketing plan1

Size: 88 KB

Catering Business Financial Plan

catering business financial plan

Size: 85 KB

A catering business plan must also include training plans that will be followed to assure that the people involved in the operations of the catering business are aware of their functions and how these functions can be of help in the achievement of the goals and objectives of the catering business.

A catering training business plan includes the following processes:

  • familiarization training with the product knowledge so the employees will be aware of the nature of the business, the products and services being offered by the catering, and the quality measures that the business want to execute in the business processes;
  • an introduction presentation is also essential as it allows the employees to know more about the company and the business model that it follows;
  • a catering business training plan must also include the various items that can affect the success of the catering business, which includes food marketing, advertising, and other activities that can show the offerings of the business in a positive note; and
  • the point of sales and other systems used by the business must also be discussed.

Other than our catering business templates, you may also download our samples of  Personal Business Plans .

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Catering Business Plan Template

NOV.11, 2016

Catering Business Plan Template

If you are planning to start a catering company, you need to have a professional catering business plan. OGS Capital can help you with that; we have a team of professional business personnel and writers who work with us on a daily basis to ensure that clients get customized plans for their business. We strive to make sure that we deliver the final copy of the business plans for catering companies  to the customer on time, and this has so far helped us to get referrals and returning customers.

Tips for Succeeding in Writing a Mobile Catering Business Plan

The quality of your catering company business plan will determine whether you will get capital from investors and financial institutions. Hence, it is important to make sure that every detail in the plan is factual and verifiable before presenting it to the investors or banks.

Here are four tips for writing a good business plan for your catering company.

  • Carry out an intensive study to understand the hospitality industry
  • Convey information about the firm in a professional, cohesive, conscious language
  • Layout the various sections clearly using headings and sub-headings
  • Proofread the catering business plan to ensure that it is free of any grammatical errors and typos

Adhering to these four tips will help you to come up with business plans for catering companies  that you will not be afraid to present and defend when pitching the business idea to the financial institution. Let us proceed and discuss the primary benefits of having an expertly written small catering business plan.

Assist in Decision Making

Every decision that you make will have a positive or negative impact on your catering business. It is, therefore, important to make sure that you consider all the plausible direct and indirect effects that a resolution may have on the enterprise before implementing it to avert regrets.

A good catering company business plan will act as a blueprint that will guide you through the decision-making process. Our team will work hard to make sure that each recommendation made is right for your business. Without a catering company business plan , rest assured that you would be prone to making hasty decisions that could plunge your business in deep financial crisis.

Proper Management of Funds

Unknown to most people is that a catering company business plan does not aim to discuss the business idea only. It goes an extra mile to provide precise details of how the funds will be spent at every stage of the business growth. For instance, it describes the total amount of money that will be used to acquisition equipment. Hence, it will be instrumental in helping you manage your funds correctly. Note that it only takes one financial mistake to compromise the financial stability of the business.

Fosters Transparency and Management

Transparency and proper management are the two primary virtues that set professional catering companies from their counterparts. Poor or lack of transparency results in losses and unnecessary disagreements. All this information will be included in the plan to not only increase your chances of getting funding but also to help you make informed managerial decisions.

Facilitate Setting of Sales Targets

The marketing teams need to have sales goals that they want to achieve after a given duration. Without these goals, they will be operating in a void, and you will also not be able to monitor their performance.

Our marketing professionals will not only help you to come up with a marketing strategy but also provide ideas on how you should set sales targets and objectives.

If you are looking for professional business plans for catering companies that will enable you to enjoy these four benefits, get in touch with us by filling this form. One of our customer care business consultants will get in touch with you to discuss our services in details.

Catering business plan for starting your own building firm

Catering is a business in which you provide food to remote locations to serve people at parties, ceremonies, events, filming sites, and hospitals, etc. The service can sometimes also include the provision of furniture, tables, chairs, utensils, and crockery.

If you are a person who wants to start a business that holds minimum risks, takes a small team and a little investment, then catering is the right choice for you. Besides, another good thing about this business is that it starts yielding profits as soon as it is launched.

What you need to do is just ensure that you manage and market your business plans for catering companies properly. For that purpose, the first step to take is making a business plan for catering. If you need any help regarding how to start a catering business plan, you can have it from here. Here we are providing a business plan for a catering startup, Marlon Caterers.

Executive Summary

2.1 the business.

Marlon Caterers will be a registered and licensed catering business in Atlanta. The business aims to help people celebrate their memorable events with an unforgettable dinner. Moreover, the business will also take care of the needs of patients in hospitals by offering them healthy and nutritious food according to their doctors’ advice.

The business will provide several types of catering such as buffet catering, sit-down catering, hospital catering, corporate catering, and more.

2.2 Management

Management is a very important factor in the catering business. It’s only through efficient management that you can ensure

  • The quality of your servings is intact
  • The food prepared fulfills the dietary and hygiene requirements of your clients
  • The order is delivered and served timely and perfectly

To maintain a good reputation among your customers, you must know all the difficulties and risks you can encounter. The risks may include budget disruptions due to sudden cancellation of orders, or any small/ large mistake during the business operations.

Before starting a catering business, you should study many catering business startup plans and then prepare a set up catering business plan for your business.

2.3 Customers

Our target customers belong to various niches. They will include the residential community, business organizations, film studios, government institutions, and hospitals.

2.4 Target of the Company

In this how to start a catering company sample business plans for catering companies we are enlisting the business targets set by Marlon Caterers.

  • To reduce our customer acquisition cost by 20% by the end of five years
  • To keep our customer churn rate below 5% throughout our service years
  • To achieve a net profit margin of $22k per month by the end of the third year

Catering business plan

Company Summary

3.1 company owner.

Marlon Redford will be the owner of Marlon Caterers. Marlon has acquired a degree in Business Administration from McDonough School of Business. Marlon has been serving on a managerial post in New York’s top luxury wedding planner company, Colin Cowie for four years. But a few months back, he decided to quit the job and start his own business.

3.2 Why the Business is being started

Marlon always wanted to have a career in which he could utilize his creative ideas to serve his community. He loved food and had an interest in cooking as well. So he decided to make a small team and start a business plans for catering companies .

3.3 How the Business will be started

The first step before starting a catering business is creating a description of catering business plan. Your catering company business plan should cover all aspects such as startup expenses, market analysis, sales strategy, personnel plan, and an extensive financial plan for your business.

In this catering company business plan example, we have listed the business strategy created by Marlon Caterers. Marlon devised his start a catering company business plan himself as he had adequate knowledge to do so. If you don’t know how to write a business plans for catering companies , you should either take help from this sample business plan for catering service. Or you should hire a professional person.

Marlon will rent a facility in Atlanta to set up his office there and keep the inventory. He will purchase luxurious crockery, flatware, tableware, chairs, tables, and sofas to host high-end events. To serve the other categories of target customers, inventory that comes in reasonable rates will also be acquired.

Besides, Marlon will hire the general staff, chefs, waiters, and some supervisors to help him run the business.

The start-up requirements, start-up expenses, total assets, funding, liabilities, planned investment, and other parameters for the successful launch of the business are given below.

Catering business plan

Before you start a business plans for catering companies , you must identify the services you can provide under the catering domain. Including your services in your business plan about catering, can help you in acquiring the right licenses, required inventory, and relevant staff.

In this template of a catering business plan we are enlisting the services provided by Marlon Caterers.

We’ll offer on-premise and off-premise catering in the following categories.

  • Plated Sit-down catering

In this catering, our waiters will lay out the food on individual tables. So, the guests will have to eat whatever is laid out on the plates for them.

  • Buffet Catering

In this type of serving we will serve the dishes and food in one place. The guests will have to prepare their plates themselves according to their needs and wants.

  • Cocktail Reception

Our wedding or party dinner will be preceded by a cocktail hour. Our cocktail servings will include Manhattan cocktail, Daiquiri, Margarita, Bloody Mary, Mojito, and Hurricane.

  • Snacks & Drinks For Production Sets

We will supply food, snacks, and drinks to film studios, production sets, and shooting sites located near us. As the film crew works on a particular site on a weekly or monthly basis, so we’ll offer them various weekly and monthly packages.

  • Hospital Catering

We’ll offer fresh, healthy, and nutritious foods to hospitals for patients. Our nutrient-rich meals will help them recover fast.

Marketing Analysis of Catering Business

If you are starting a business plan for catering companies , you should focus on doing accurate marketing analysis. Through market research, you can identify local trends and expectations. Besides, you can also select the most suitable location to launch your startup.

Marketing analysis should be completed before you create a business plans for catering companies . Because it will help you in recognizing your customers and setting your prices accordingly while also making sure that you are not running at a loss.

excellent work

excellent work, competent advice. Alex is very friendly, great communication. 100% I recommend CGS capital. Thank you so much for your hard work!

5.1 Market Trends

The demand for the catering business has been high in the last few years. Due to a boost in average household income, more people had started utilizing private catering services to hold events. However, there is a slight problem these days. Due to the coronavirus pandemic mass gatherings aren’t allowed. So, your business might suffer a loss in the initial phases if you only provide catering for wedding ceremonies and parties. Marlon found the solution to this problem as he decided to offer hospital and film catering too.

Overall, business is surely profitable. According to First Research, catering industries in the U.S. make up above $11 billion in revenue on annual basis. More than 12000 catering industries are running in the U.S. Moreover, Statista also reports that the market size of this business has reached $12 billion in 2020.

5.2 Marketing Segmentation

Before you think how to write a business plan for a catering business, you should consider who will be your customers. Knowing your customers will enable you to devise customer-oriented pricing and sales strategy.

In this sample of business plans for catering companies , we have listed the market segmentation done by Marlon Caterers.

The detailed marketing segmentation of our target audience is as follows:

Catering business plan

5.1.1 Residential Community

The biggest consumer of our services will be the residents of Atlanta. They are expected to avail of our catering services whenever they host birthday or anniversary parties, gatherings, wedding ceremonies, etc.

5.1.2 Corporates & Film Producers

The second category includes business organizations that will need our catering for their business meetups, events, and parties. They are also expected to contact us for arranging just a cocktail party as that contains light refreshments and drinks to boost the energy level of workers.

Moreover, film studios that happen to shoot in Atlanta will also be needing our services. This group usually spent weeks and months on a particular site and thus need catering service continuously for days. So to compel them to hire us, we’ll offer them various weekly and monthly packages.

5.1.3 Hospitals

The last category of our target customers include hospitals based in Atlanta. They are expected to contact us for making nutritious and healthy plated foods for patients.

5.3 Business Target

Our business plans for catering companies targets to be achieved within a specified time are listed below

  • To maintain an average rating above 4.75 on our website

5.4 Product Pricing

Our prices are almost within the same range as that of our competitors. However, we’ll be offering several discounts on our initial stage to attract as many customers as possible.

Marketing Strategy

Sales strategy is also an important component of a catering business plan proposal. Through this, you can reach your qualified customers and make them comprehend that you are better than all your competitors. To give you an idea of what to include in sales strategy, we are providing the sales strategy of Marlon Caterers in this example of marketing plan for a catering business.

6.1 Competitive Analysis

Our biggest competitive advantage lies in our customer service. We are highly customer-oriented and are always willing to go the extra mile to satisfy our customers. Secondly, we have developed a user-friendly mobile app that will allow our customers to

  • Make online bookings
  • Choose venue
  • Select dishes from our menu

Third, we provide on-premise catering in which we prepare the food on site. This will be a competitive edge for us as just two to three competitors are offering it.

6.2 Sales Strategy

  • We will offer a 35% discount on our services for the first month of the launch
  • We will develop an SEO website to show our business in the top results on searches
  • We will establish a strong social media presence
  • We will advertise ourselves through Google Local ads service, local magazines, and newspapers

6.3 Sales Monthly

Catering business plan

6.4 Sales Yearly

Catering business plan

6.5 Sales Forecast

Catering business plan

Personnel plan

While writing business plans for catering companies you should also create a list of your required employees along with their job responsibilities.

7.1 Company Staff

Marlon will manage the business himself. However, he will hire the following people

  • 1 Quality Manager to ensure the quality of service by active supervision
  • 1 Inventory Manager to manage and maintain the merchandise
  • 1 Accountant to maintain financial records
  • 2 Sales Executives to market and to discover new ventures
  • 5 Catering Assistants/ Catering Chefs to prepare the food
  • 4 Waiters to serve the guests
  • 2 General Assistants to bring ingredients daily
  • 1 Web Developer
  • 2 Drivers to provide transport
  • 1 Front Desk Officer to act as a receptionist

7.2 Average Salary of Employees

Financial plan.

As you make a catering business plan, you should also start analyzing your finances. Crafting a financial plan is an absolute need for a business as it maps the ways to minimize or even avoid loss. A good financial plan comprises a strategy to cover startup expenses with earned profits. Moreover, it also proposes a systematic approach to managing employees’ salaries, cost of business operations, and costs to cater for unexpected events.

To give you an idea of how a financial plan should look like, we are giving here the financial plan of Marlon Caterers.

8.1 Important Assumptions

8.2 brake-even analysis.

Catering business plan

8.3 Projected Profit and Loss

8.3.1 profit monthly.

Catering business plan

8.3.2 Profit Yearly

Catering business plan

8.3.3 Gross Margin Monthly

Catering business plan

8.3.4 Gross Margin Yearly

Catering business plan

8.4 Projected Cash Flow

Catering business plan

8.5 Projected Balance Sheet

8.6 business ratios.

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Catering Company Business Plan

Start your own catering company business plan

Fressen Catering

Opportunity, problem & solution, problem worth solving.

The Philadelphia kosher catering market is an interesting one.  There are several caters that offer services that are quite similar to each other in terms of price and menu options. In the past consumers would not welcome new kosher menu items, it is just that people have incorrectly made the assumption that kosher meals have to be boring. Recently they have discovered they really like and need kosher food. 

Our Solution

Fressen Catering’s mission is to provide the customer with the finest kosher catering.  We exist to attract and maintain customers.  When we adhere to this maxim, everything else will fall into place.  Our services will exceed the expectations of our customers.

Target Market

Market Size & Segments

Market Segmentation

Fressen Catering has two distinct target populations:

  • Middle class kosher clients. This group of people does not have huge amounts of disposable income, recognizes that it is costly to sponsor a kosher dinner party, and is willing to incur the expenses, but will try to minimize them.
  • Upper class kosher clients. This group has intertwined kosher values throughout their lives and is willing to spend whatever it takes to throw a high-end kosher dinner function.  Typically, this group is characterized by a wealthy one-income family where the male works and the female does not.  The female of the household typically thoroughly enjoys the planning of these events.

The target market segment strategy will not be significantly different to address the two different groups. Both groups, regardless of income typically belong to the same group of religious congregations. Therefore, to reach the different groups does not require a distinctly different strategy. What differentiation it will require is different menu offerings needed to satisfy the different groups. The upper-end menu items are cost prohibitive for the middle class target segment.


Current alternatives.

As stated in the previous section, there are four other kosher caterers that serve the low to middle end of the market.  These caterers compete to some degree on cost (due to budget constraints of some clients), but more so on service.  The quality and the serving of the food are the main areas of service that the caterers compete on. 

There is one high-end caterer who will compete with Fressen.  This caterer, while serving the upper-end market, does not provide its clients with upper-end service. This company is not a strong competitor because of their overpriced service offerings relative to the service provided, and its business has been declining over the last few years. Lastly, one competitor for the high-end market is kosher caterers from New York City.  When cost is no object, there are many people that are willing to pay the additional cost of bringing in the caterer from NYC.

The buying habits of consumers of kosher catering is to some degree price sensitive at the middle end of the market.  Between two different service providers, the middle class group will choose the service provider with the best services.  However, cost is certainly an issue and some of the caterers are not even options because they are priced out of this consumer groups price range. The buying habits for the high end of the market is price insensitive.  Choices are made by menu offerings, reputation, and attention to service.

Our Advantages

Fressen Catering’s competitive edge is its attention to servicing customers and inventive approach to kosher cuisine. Fressen’s customer attention differentiates them in the world of kosher catering which is dominated by several companies that have plenty of demand.  The consequence of market demand is a decreased pressure to accommodate customers. Fressen is approaching the market as if there was significant competition between the different service providers.  By making customer satisfaction a priority, over time, local customers will come to appreciate the attention that their needs are given and form a long lasting relationship with Fressen Catering.

Fressen’s other competitive edge is their nouveau cuisine approach to kosher food. Traditionally, kosher food has remained stable and unimaginative for a long time.  Most people believe that there are large compromises that must be made when serving kosher. These compromises need not be made however, and Fressen is changing these misperceptions.  Just because there are strict rules regarding the types of foods that may be used and the way it must be prepared does not eliminate creativity.  Fressen is taking their knowledge of nouveau cuisine and creating inventive, colorful, and delicious kosher alternatives.

Keys to Success

The key to success is to meet and exceed the customer’s needs in terms of quality of food and excellence of service. 

How we will get there will be our business objectives which are: 

  • To create a service-based company whose primary goal is to exceed customer’s expectations.
  • To increase the number of client’s served by 20% per year through superior service.
  • To develop a sustainable start-up business.
  • To develop enough cash flow to pay all salaries as well as grow the business.

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example of a business plan for catering


  1. Catering Business Plan Template Sample Pages

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  2. Catering Business Plan Templates

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  3. FREE 9+ Sample Catering Business Plan Templates in PDF

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  6. Catering Business Plan Template Sample Pages

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  1. Catering Business Plan (How to Write & Template)

    Step 1: Gather Important Information Before you begin writing your catering business plan, gather answers to the crucial questions listed below. This will provide you with a solid foundation for the plan: What is your target market? What is your unique selling proposition (USP)? What are your pricing strategies? Who are your competitors?

  2. How To Write a Catering Business Plan

    Define the scale of your catering business in your plan for potential investors or partners. Sample Menu. As a caterer, you will likely find yourself crafting custom menus for your clients from a list of recipes you've developed and tested - showcase both sample event menus and a larger recipe list in your catering business plan.

  3. Catering Business Plan Template & Guide [Updated 2023]

    Catering Business Plan If you want to start a catering 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 catering businesses.

  4. How To Write a Catering Business Plan w/ Templates (PDF, Word Doc)

    Here's an example introduction you can use as a guide: The Big Spoon is a small catering business headed by Lydia Smith. She specializes in Italian cuisine but can cater to American, Mexican, and Asian dishes as well.

  5. Catering Business Plan Template

    Catering Business Plan Sample Creating a catering business plan in Word allows for easy formatting and editing. Loading your template in word gives you a quick base for adding the details of your business plan. Word lets you make quick changes, and save them easily.

  6. Free Catering Company Business Plan Template + Example

    1 million businesses. Download a free catering company business plan template with SBA-approved format. Includes pre-filled examples and step-by-step guides for a successful start.

  7. Catering Business Plan Template (2023)

    Below are links to each section of a catering business plan template example: 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 Next Section: Executive Summary > Catering Business Plan FAQs

  8. Catering Business Plan Template: A Step-by-Step Guide (2023)

    Sample Business Plans Food, Beverage & Restaurant Catering Business Plan Are you thinking of starting a catering business We have prepared a solid catering business plan sample that guides you on every stage of your business plan writing Download Template Create a Business Plan Every event or occasion calls for good food.

  9. Catering: get a solid business plan (example)

    This article provides an example of a solid business plan for catering services, outlining key considerations such as pricing strategies, marketing plans, and operational procedures. Learn how to create a successful catering business with this comprehensive guide.

  10. Catering Business Plan Template & Example [Updated 2023]

    Below are links to each of the key sections of a sample business plan for a successful catering business. I. Executive Summary - The Executive Summary provides an overview of your business opportunity and summarizes the business plan. II. Company Overview - The company analysis includes information about your business concept, catering ...

  11. Catering Company Business Plan

    Catering Company Business Plan Format Example Details File Format PDF Size: 76 KB Download If working hard in the kitchen while everyone else is too busy eating, drinking, and socializing in the living room is your idea of a good time, then you might want to consider joining the catering business.

  12. 13+ Food Catering Business Plan Templates

    However, in a catering small business, you can not just simply create a sample menu according to your customer's budget.You need a food plan for outside or indoor reception and meals. If you are currently running a restaurant, adding catering services may increase your sales and provide more job opportunities for chefs and other professionals.

  13. Small Catering Business Plan

    7+ Small Catering Business Plan Examples - PDF, Word Establishing your own small catering business is not easy, but it is certainly not impossible. There are numerous factors involved when setting up your own catering business, but if you are determined enough, then there is no reason for you to fail.

  14. How to Write a Catering Business Plan?

    11+Catering Business Plan Examples What Is a Catering Business Plan? How to Create a Catering Business Plan FAQs What are some of the necessary equipment needed by catering businesses? How many kinds of catering businesses are there? What are the main types of business plans? 11+Catering Business Plan Examples Catering Business Plan Example

  15. PDF Free Version of Growthinks Catering Business Plan Template

    Sample from Growthink's Ultimate Catering Business Plan Template: Company Name], located at [insert location here] is a new, upscale catering business focusing on providing a variety of cuisines and services for private and corporate events and meetings. Products and Services

  16. Catering Business Plan [Sample Template]

    Below is a sample catering business plan template which you can use to get started with your own business plan. A Sample Catering Service Business Plan Template 1. Industry Overview Have you ever wondered how difficult it really gets for people who host parties to cope when they have to cook all the meals that the guests get to eat?

  17. Catering Business Plan Marketing Plan

    Traditionally, a marketing plan includes the four P's: Product, Price, Place, and Promotion. For a catering business plan, your marketing planning should include the following: Product: in the product section you should reiterate the type of catering business that you documented in your Company Analysis. Then, detail the specific food items ...

  18. Catering Company Business Plan

    Forecast Fressen Catering is forecasted to make a profit by year 3. It will be up and running and well-staffed and able to sustain employees and Susan. By year 4 Susan will be able to repay the loan of 90,000 back to friends and family

  19. Catering Business Plan

    One of our revenue lines is grant funding, $15,000 annually. And we need and anticipate donations of $2,000 per month, plus some revenue from fees for lunches and event catering. Your business plan can look as polished and professional as this sample plan. It's fast and easy, with LivePlan.

  20. Full Catering Business Plan Example for Free

    This is an example of a completed turn-around business plan for an already operating non-food catering business. It operates as a franchise/license chain and has been leasing catering equipment and other gastronomic products (like dishes, flatware, glasses, bar constructions etc.) to business and private events for several years.

  21. FREE 10+ Sample Catering Business Plan Templates in MS Word

    A catering business plan is a plan used in the creation of a business that offers catering services to the clients. More than the food items that they can serve, it is essential for a catering business to know all the things that make up the entire business processes and how these affects the perception of the clients with regards to the particular catering business.

  22. Catering Business Plan Sample [2023 UPD]

    NOV.11, 2016 Catering Business Plan Template ( 4 votes, average: 5.00 out of 5) Article Business Plan Templates Catering Business plans Food & Beverage Business Plans Table of Content If you are planning to start a catering company, you need to have a professional catering business plan.

  23. Catering Company Business Plan

    To increase the number of client's served by 20% per year through superior service. To develop a sustainable start-up business. To develop enough cash flow to pay all salaries as well as grow the business. Your business plan can look as polished and professional as this sample plan.