Frozen Yogurt Business Plan

This free sample frozen yogurt 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 frozen yogurt franchise business plan.

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Executive Summary

This frozen yogurt business plan was written to get start up financing to include both equity investment and debt. The proceeds will be use to fund opening a new frozen yogurt (custard) and Italian Ices business. The storefront will be on a busy downtown street in a mid-sized city in the Northwest. This will be a start-up shop. The operator and founder, Matt Bauman, will provide startup capital of $15,000.

Bauman intends to create a loyal customer base that will see his frozen custard and Italian Ice as a high-class, yet affordable product.

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

Frozen yogurt business plan forecast

Bauman plans to bring frozen yogurt and Italian Ice to a market where the product is currently unavailable.

The company's initial offerings will be a mixture of rich, creamy Frozen Custard and bright, sweet Italian Ice in a selection of sizes.

Financial Forecast

The business plan is based on a forecasted first year sales that will reach approximately $66,000 and climb to over $90,000 by the end of the second year. Despite an initial loss in year one, management expects to be profitable by year two without endangering cash reserves.

According to our marketing research, these sales should be easily attainable by even a start up scoop shop. The overall financial model is conservative and emphasizes long-term opportunities in the local market over quick returns favored by hip new restaurants with short life spans in bigger cities.


To create the finest quality all natural frozen custard and Italian ice with a commitment to incorporating the freshest, richest, and creamiest ingredients into a world class product.

Business Plan Objectives

The business plan objectives are:
  • Achieve more than $65,000 in sales in the first year.
  • Reach approximately $100,000 in sales by year two.
  • Achieve 20% consumer awareness of the business for all residents within 10 blocks within a year.

Establish the business as the premier frozen yogurt and Italian Ice store in the city.

Initial Profit and Loss Forecast for the New Frozen Yogurt & Ices Business

Note the first year's operations will overall be at a loss. Management will need enough startup funding to get through the initial period of negative cash flows.

Frozen yogurt business plan profit loss forecast


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

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