Sample Bakery Business Plan

This sample bakery business plan can be edited directly in Business Plan Software. You can use this for planning either an independent small business, or in building a bread or bakery franchise business plan.

Free Business Plan Template: Bakery Products and Coffee Business

Executive Summary

This bakery business plan is written to secure a $100,000 SBA loan. The bakery also plans to provide a substantial complementary coffee business. Offering bakery products, pastries and coffee, the business will be called Jolly's Java and Bakery. (JJB)

JJB expects to build a loyal customer base with its broad variety of coffee and pastry products. The company plans to build a strong market position in the town, due to the partners' industry experience and mild competitive climate in the area. JJB will sell its products at a competitive price to capture the demand of the middle-to higher-income local market area residents and tourists.

Sample Bakery Business Plan Forecast: Sales, Margins, and Net Profit

Bakery business plan forecast

New Bakery Business Financial Forecast

JJB plans to raise $110,000 of its own capital, and to borrow $100,000 guaranteed by the SBA as a ten-year loan. This provides the bulk of the current financing required.

JJB anticipates sales of about $491,000 in the first year, $567,000 in the second year, and $655,000 in the third year of the plan. JJB should break even by the fourth month of its operation as it steadily increases its sales. Profits for this time period are expected to be approximately $13,000 in year 1, $36,000 by year 2, and $46,000 by year 3. The company does not anticipate any cash flow problems.


JJB aims to offer high quality coffee, espresso, and pastry products at a competitive price to meet the demand of the middle- to higher-income local market area residents and tourists.

Bakery Business Plan:
Projected Cash Flow

Bakery business plan cash flow forecast

The cash flow forecast shows that  ongoing expenses should be covered by operations and meet JJB's needs.


View Rest of This Bakery Business Plan, including Cash Flow, Profit &Loss, Marketing Plan and Strategy Details

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