Beverage Business Plan Example

Beverage Business Plan
Business
Plan
2023
Refreshing Moments, Always

Information provided in this business plan is unique to this business and confidential; therefore,
anyone reading this plan agrees not to disclose any of the information in this business plan
without prior written permission of the company.
Prepared By  10200 Bolsa Ave, Westminster, CA, 92683
 John Doe  [email protected]
 (650) 359-3153  http://www.example.com

Table of Contents
Executive Summary 6
Market opportunity 7
Beverage Servings 7
Marketing and Sales Strategies 8
Financial Highlights 8
Units Sold v/s Revenue 9
Company Overview 10
Ownership 11
Mission statement 12
Business history 12
Future goals 12
Market Analysis 13
Target Market 14
Market size and growth potential 14

Market Size 15
Competitive analysis 15
Cafe Aromas 15
GreenLeaf Juicery 16
Tea Traditions 16
Market trends 16
Regulatory environment 17
Products and Services 18
Products and Services 19

Espresso 19
Caramel Latte 20
Jasmine Green Tea 20
Berry Burst Smoothie 20
Ham & Cheese Croissant 21
Beverage Business Plan | Business Plan 2023 2/47

Beverage Bliss Membership Card 21
Quality Standards 21
Additional Services 22
Sales And Marketing Strategies 23
Unique Selling Proposition (USP) 24
Pricing Strategy 24
Marketing strategies 25
Online 25
Offline 25
Sales strategies 26
Customer retention 27
Operations Plan 28
Staffing and Training 29
Operational Process 29
Equipment & Machinery 30
Management Team 31
Key managers 32
John Doe 32
Jane Doe 33
Alice Brown 33
Robert Brown 33
Lucas White 34
Organizational structure 34
Organization chart 35
Compensation plan 35
Board of advisors 36
Mr. David Blue 36
Dr. Emily Green 36

Financial Plan 37
Profit & loss statement 38
Cash flow statement 40
Balance sheet 41
Break-even Point 43
Financing needs 44
Appendix 45

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1.
Executive Summary

An executive summary is the first section of the business plan intended to
provide an overview of the whole business plan.
To unlock help try Upmetrics! 

Generally, it is written after the entire business plan is ready. Here are some
components to add to your summary.
 Help tip  • Introduction

Beverage BusinessofPlan
your business idea.
• A brief explanation of market opportunity.
Start your executive summary by briefly introducing your business to your readers.
• An overview of your products and services.
• Brief
This section may include about of
the name your core
your team. business, its location, when it was
beverage
founded, the type of beverage business
• Financial (E.g., coffee shop, juice bar, tea house,
highlights. bubble tea
shop), etc.
• Call to action.
Start writing here..
Market opportunity
 Help tip  Beverage Business Plan
Summarize your market research, including market size, growth potential, and marketing
trends.
Highlight the opportunities in the market and how your business will fit inTotounlock help try Upmetrics! 
fill the gap.
Beverage Servings
Highlight the beverages you offer your clients. The USPs and differentiators you offer are
always a plus.

For instance, you may include beverages, food & snacks, customized drinks, etc. in your menu.

Marketing and Sales Strategies
Outline your sales and marketing strategies—what marketing platforms you use, how you plan
on acquiring customers, etc.
Financial Highlights
Briefly summarize your financial projections for the initial years of business operations. Include
capital or investment requirements, associated startup costs, projected revenues, and profit
forecasts.

Units Sold v/s Revenue
Units Sold Revenue
15.00k
10.00k
5.00k
0
Year 1 Year 2 Year 3
End of interactive chart.

Financial Year Units Sold Revenue
Year 1 1,550 $10,000
Year 2 1,800 $12,000
Year 3 2,050 $14,000
Summarize your executive summary section with a clear CTA, for example, inviting angel
investors to discuss the potential business investment
Write a call to action for your business plan.

2.
Company Overview

Depending on what details of your business are essential, you’ll need
different elements in your business overview.

Still, there are some foundational elements like business name, legal
structure, location, history, and mission statement that every business
overview should include.
Describe your business in this section by providing all the basic information:
Describe what kind of beverage company you run and the name of it. You may specialize in one
of the following beverage businesses:
• Coffee shop
• Juice bar
• Tea house
Ownership
• Bubble tea shop
• Wine bar

Describe the legal
Help tip Beverage Business Plan
structure of your beverage business, whether it is a sole proprietorship, LLC,
partnership, or others.
List the names of your beverage business’s founders or owners. Describe what shares they own
and theirwhere
Explain responsibilities for efficiently
your business is located managing theselected
and why you business.
the place.

Mission statement
Summarize your business’ objective, core principles, and values in your mission statement. This
statement needs to be memorable, clear, and brief.
❛ At "[Beverage Bliss]", our mission is succinct yet profound:

"[Memorable mission statement, e.g., 'To infuse every sip with a
story, merging age-old traditions with modern flavours, all while
creating a community bound by the love for exquisite
beverages.']" This encapsulates our commitment to quality,
community, and innovation.
❜
Business history
If you’re an established beverage business, briefly describe your business history, like—when it
was founded, how it evolved over time, etc.

Additionally, If you have received any awards or recognition for excellent work, describe them.
Future goals
It’s crucial to convey your aspirations and vision. Mention your short-term and long-term goals;
they can be specific targets for revenue, market share, or expanding your services.

3.
Market Analysis

Market analysis provides a clear understanding of the market in which your
printing business will run along with the target market, competitors, and
growth opportunities.
Your market analysis should contain the following essential components:
 Help tip  • TargetBusiness

Beverage market.Plan
• Market size and growth potential.
To write the introduction section of your market analysis, start by clearly identifying your
• Competitive analysis.
primary target market.
• Market trends.
Mention specific industries or sectors
• Regulatory that your business aims to serve. Next,
environment. define your ideal
customer by listing the attributes they value most, such as quality, affordability, or
convenience.
Finally, discuss the insights gained from your market research. Highlight the needs and
preferences of your potential clients, and explain how your products or services meet those
Target Market
specific demands.
This will set a strong foundation for the rest of your market analysis, demonstrating that you
 Help tip  Beverage
have a clear understanding
Business Plan
of your target audience and their needs.
Start this section by describing your target market. Define your ideal customer and explain what
types of services they prefer. Creating a buyer persona will help you easily define your target
market to your readers.
For instance, for a coffee shop; working professionals, coffee enthusiasts, or commuters can
bewriting
Start the target audience.
here..
Market size and growth potential
Describe your market size and growth potential and whether you will target a niche or a much
broader market.

For instance, the beverage market size is expected to be at $518482.36 million in 2030, so it is
crucial to define the segment of your target market and its growth potential.

Market Size
Available Market
Total potential coffee and beverage
consumers in the region.
5M
Served Market
Consumers within our delivery and
physical reach.
1M
Target Market
Working professionals aged 25-45 in
urban areas.
250k
Identify and analyze your direct and indirect competitors. Identify their strengths and
weaknesses, and describe what differentiates your beverage business from them.

Point out how you have a competitive edge in the market.
Competitive analysis
Cafe Aromas
Location: Main Street, Downtown
Features Strengths Weaknesses

Wide range of espresso-based Prime location with high foot Limited non-coffee beverage
drinks traffic options
In-house baked pastries Strong brand presence on The ambience lacks a personal
social media touch and feels more
Subscription-based loyalty
commercial
program Efficient and rapid service
No options for dietary
Mobile app for pre-orders
restrictions, such as vegan or
gluten-free

GreenLeaf Juicery
Location: Bay Avenue, Near City Park

Extensive menu of fresh fruit Sourced from organic, local Higher pricing due to organic
and vegetable juices farms sourcing
Detox and health-centric Strong loyalty among health- Limited seating space
beverage programs conscious customers
Does not offer any hot beverages
Eco-friendly packaging Regularly introduces seasonal
specials
Tea Traditions
Location: Elm Street, Shopping District

Wide variety of traditional and Authentic experience with staff Limited food/snack options
herbal teas knowledgeable about tea
No options for coffee or other
origins and brew methods
Monthly tea tasting events beverages
Strong online presence with an
Online store selling tea blends Peak hours often result in long
active e-commerce platform
and accessories wait times
Offers tea classes and
workshops
Market trends
Analyze emerging trends in the industry, such as technology disruptions, changes in customer
behavior or preferences, etc. Explain how your business will cope with all the trends.
For instance, functional beverages have a booming market; explain how To

youunlock help try Upmetrics! 
plan on dealing
with this potential growth opportunity.

Regulatory environment
List regulations and licensing requirements that may affect your beverage company, such as
licensing & permits, food safety & quality standards, alcohol regulations, labeling & packaging
regulations, etc.

4.
Products and Services

The product and services section of a beverage business plan should
describe the specific services and products that will be offered to customers.
To write this section should include the following:
• Introduce what you are gonna offer.

• List products/services with detailed descriptions.
• Pricing structure.
• Product/service
To craft the introduction lifecycle.
for your "Products and Services" chapter, begin by positioning your
business within its industry, emphasizing
• Safety and qualityits unique strengths or value proposition.
assurance.
• Support and warranty.
Highlight not only the tangible products or services you offer but also theTooverarching
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benefits
or solutions they provide to customers. Mention any key resources or expertise that elevate
your
Start offerings,
writing here.. such as advanced technology or a dedicated team.
Conclude the introduction by signposting readers to the deeper exploration of your offerings in
the following sections. This approach ensures that readers understand the context,
 Help tip
significance, and scope of what your business brings to the table.
Mention the beverage menu your business will offer. This list may include:
• All types of beverages, with flavors
• Snacks & food To unlock help try Upmetrics! 
• Specialty drinks or customizable options
Products and Services
Espresso
Price: [$3.50]

A rich, full-bodied shot of coffee that forms the
foundation of many of our beverages.
Specifications
• Size: Single (1 oz.) or Double (2 oz.)
• Origin: Colombian Arabica Beans
• Brewing Temperature: 195°F - 205°F

Caramel Latte
Price: [$5.00]

Smooth espresso blended with steamed milk and a dash
of caramel syrup.
Specifications
• Size: 12 oz. standard (Options available for 16 oz. and

20 oz.)
• Milk Options: Whole, Skim, Soy, Almond
• Caramel: House-made syrup, gluten-free
Jasmine Green Tea

Price: [$4.00]

Delicate green tea infused with the floral notes of
jasmine.
Specifications
• Size: 10 oz. standard cup
• Origin: Darjeeling, India
• Brewing Temperature: 175°F - 180°F
Berry Burst Smoothie

Price: [$6.50]

A refreshing blend of seasonal berries with a hint of
natural sweetness.
Specifications
• Size: 16 oz. standard (Options available for 20 oz.)
• Ingredients: Strawberries, Blueberries, Raspberries,

Banana, Honey
• Add-on Options: Protein powder, Chia seeds,

Flaxseeds

Ham & Cheese Croissant
Price: [$5.50]

Flaky croissant filled with thinly sliced ham and melted
cheese.
Specifications
• Size: 5-inch length
• Ingredients: Butter croissant, Smoked ham, Swiss

cheese
• Serving Temperature: Warm
Beverage Bliss Membership Card

Price: [$25.00]/month

A loyalty program offering members exclusive discounts,
early access to events, and a free drink on joining.
Specifications
• Validity: One month from the date of purchase
• Discounts: 10% off on all beverages
• Events: Priority seating and early bird offers
Quality Standards
This section should explain how you maintain quality standards and consistently provide the
highest quality service.

This may include ingredient sourcing, manufacturing & processing, quality control testing, staff
training, etc.

Additional Services
Mention if your beverage company offers any additional services. You may include services like
catering, events, online ordering, etc.

5.
Sales And Marketing
Strategies

Writing the sales and marketing strategies section means a list of strategies
you will use to attract and retain your clients.
Here are some key points to include in your marketing To unlock help try Upmetrics! 
plan:
• Define a unique selling proposition (USP).
 Help tip  • Explain

Beverage pricingPlan
Business strategy.
• Marketing strategies.
To create an effective introduction for your "Sales and Marketing Strategies" chapter, start by
• Sales strategies.
setting the stage within your specific industry or market.
• Customer retention.
Emphasize the competitive nature of your field and the importance of both quality services and
strategic marketing in this context.
Clearly state the objectives of your sales and marketing strategies, which should include
Unique Selling
maximizing Proposition
outreach, (USP)and achieving sustained growth.
fostering engagement,
Additionally, mention the specific techniques or approaches you will employ, whether traditional
or modern, to establish your brand as the preferred choice for your target audience. This
introduction provides a clear overview and prepares readers for the detailed strategies that
follow.
Define your business’s USPs depending on the market you serve, the equipment you use, and
the unique services you provide. Identifying USPs will help you plan your marketing strategies.
For example, exquisite flavors, locally sourced ingredients, and artisanal To unlock help try Upmetrics! 
craftsmanship could
be some of the great USPs for a beverage company.
Pricing Strategy
Describe your pricing strategy—how you plan to price your products and stay competitive in the
local market.

You can mention any discounts you plan on offering to attract new customers.

Discuss your marketing strategies to market your services. You may include some of these
marketing strategies in your business plan—social media marketing, brochures, content
marketing, and print marketing.
Marketing strategies
Online
Social Media Marketing Content Marketing
 Leveraging platforms like

Instagram and Facebook, we aim
 Our blog updated bi-weekly, will
dive into the world of beverages—
to create a vibrant community, sharing brewing techniques,
share our story, and showcase our exploring the origins of drinks, and
beverage artistry. announcing upcoming events at
"[Beverage Bliss]."
Offline
Brochures Print Marketing
 Strategically placed at [location,

e.g., "local gyms and offices"], our
 Collaborations with local
newspapers and magazines will
brochures will detail our offerings, see us running both ads and
highlight our USPs, and offer feature stories, reaching a broader
exclusive coupons. demographic.

 Help tip
Outline the strategies you’ll implement to maximize your sales. Your sales strategies may
include partnering with other businesses, influencer collaboration, offering referral programs,
etc.
Sales strategies
Partner with Businesses Referral Programs
 Partnering with local [business

type, e.g., "bookstores and co-
 Patrons can enjoy [specific
benefits, e.g., "a free drink"] for
working spaces"] will introduce every friend they introduce to
exclusive offers for their patrons at "[Beverage Bliss.]"
our outlet.
Influencer Collaborations:
Engagements with local
influencers will amplify our reach,
with curated events and
promotions.

 Help tip
Describe your customer retention strategies and how you plan to execute them. For instance,
introducing loyalty programs, discounts & offers, personalized service, etc.
Customer retention
Loyalty Programs Exclusive Offers
 Regular customers can benefit

from our [program details, e.g.,
 Regular customers will receive
tailored discounts, early bird
"points-based rewards system"], access to events, and sneak peeks
which offers them exclusive at new menu additions.
discounts and early access to
events.
Personalized Service
 Using data analytics, we'll tailor

recommendations based on a
patron's purchase history,
enhancing their experience.

6.
Operations Plan

When writing the operations plan section, it’s important to consider the
various aspects of your business operations.

Here are the components to include in an operations plan:
• Describe the operational process.

 Help tip  Beverage Business
• Describe your Plan
supply chain.
• Customer satisfaction.
To create an effective introduction for your "Operational Plan" chapter, start by emphasizing the
pivotal role of efficient •operations
Equipmentin&the
Machinery.
success of your business, underscoring how they
directly impact the quality of services delivered.
Make it clear that operational excellence is crucial for fulfilling your commitments to customers
and
Start ensuring
writing optimal outcomes.
here..
Then, briefly outline what readers can expect in this chapter, mentioning key areas you'll cover
such as staffing, operational processes, and facilities.
Staffing and Training
This introduction sets the stage by highlighting the significance of operational planning and
piques the reader's interest in the detailed insights to come.
Mention your business’s staffing requirements, including the number of employees or kitchen
staff needed.
Include their qualifications, the training required, and the duties they will To unlock help try Upmetrics! 
perform.
Operational Process
Outline the processes and procedures you will use to run your beverage business. Your
operational processes may include beverage preparation & production, ordering & procurement,
sanitation & hygiene, workflow & staffing, etc.

Equipment & Machinery
Include the list of equipment and machinery required for beverages, such as beverage blenders
& mixers, refrigerators, walk-in coolers, beverage dispensers, bottling machines, etc.

7.
Management Team

The management team section provides an overview of the individuals
responsible for running your business plan.

This section should provide a detailed description of the experience and
qualifications of each manager, as well as their responsibilities and roles.
 Help tip  • Describe

Beverage the role
Business Planand responsibilities of the Founders/CEO.
• List the core team.

To craft an introduction for your "Management Team" chapter, begin by emphasizing the crucial
• Describe organizational structure.
role of leadership in the success of any business.
• Compensation plan.
Highlight your company's commitment
• List to having a strong and dedicatedTo
Advisors/Consultants.
unlock help try Upmetrics! 
management team.
Showcase the diversity and expertise of your team members, illustrating how their varied
backgrounds
Start writing here..contribute to the overall strength of your organization.
Conclude by emphasizing the team's experience and how it positions your program as a leader
in your industry.
Key managers
This introduction will set the stage for readers to understand the significance and capabilities
of your management team, creating a positive impression as they delve into the details of each
 Help tip  and
team member's role
Beverage Business Plan
contributions in the subsequent sections.
Introduce your management and key members of your team, and explain their roles and
responsibilities.

It should include, senior management, and other department managers (e.g. operations
manager, production manager, customer services manager.) involved in the beverage business
operations,
Start including their education, professional background, and any relevant experience in
writing here..
the industry.
JOHN DOE
CEO & Co-founder - [email protected]
John's journey began [XX years ago] with [a brief about his background, e.g., "a
single coffee cart in downtown"].
Today, his leadership and strategic vision are the driving forces behind the
brand.
His responsibilities include overall strategy, financial planning, and fostering

business relationships.

JANE DOE
Co-founder - [email protected]
Jane's flair for [specific skill, e.g., "creating unique beverage blends"] has been
instrumental in setting "Beverage Bliss" apart.
She spearheads menu innovation and quality control, ensuring every offering is
a symphony of taste.
ALICE BROWN
Operations Manager - [email protected]
Alice holds a Master's degree in Hospitality Management from the esteemed

University of Culinary Arts.
With over 12 years of experience in the beverage industry, she has honed her
skills at renowned establishments such as "Café Luxe" and "Brewed
Awakenings."
As the Operations Manager at "Beverage Bliss," Alice seamlessly integrates

diverse aspects of the business, ensuring top-notch service delivery and optimal
operational efficiency.
ROBERT BROWN
Production Manager - [email protected]
A certified barista and mixologist, Robert graduated from the International

Beverage Academy.
With a career spanning 10 years, he previously played pivotal roles at "Mocha

Moments" and "Twilight Teas," developing unique beverage blends and training
budding baristas.
At "Beverage Bliss," Robert's expertise ensures consistency, quality, and

innovation in every cup served.

LUCAS WHITE
Customer Services Manager - [email protected]
Lucas's flair for customer relations began with his Bachelor's in Public Relations
from Riverside University. He further enriched his skills with a stint at "Harmony
Hotels," managing guest relations.
With over 8 years in the service industry, Lucas ensures that "Beverage Bliss"
remains synonymous with customer satisfaction.
His initiatives, ranging from feedback mechanisms to loyalty programs,

enhance the overall customer experience.
Organizational structure
Explain the organizational structure of your management team. Include the reporting line and
decision-making hierarchy.

Organization chart
John Doe
CEO
Jane Doe
COO
Lucas White
Robert Brown Customer Service Alice Brown
Production Manager Manager Operations Manager
End of interactive chart.
Compensation plan
Describe your compensation plan for the management and staff. Include their salaries,
incentives, and other benefits.

 Help tip
Mentioning advisors or consultants in your business plans adds credibility to your business
idea.

So, if you have any advisors or consultants, include them with their names and brief information
consisting of roles and years of experience.
Board of advisors
MR. DAVID BLUE

Veteran
A veteran in [specific area, e.g., "supply chain management"], David's insights

ensure our procurement and sourcing are both cost-effective and of the highest
quality.
DR. EMILY GREEN

Consultant
With over [XX years] in the beverage industry and a specialization in [specific
field, e.g., "herbal and health drinks"], Dr. Green's consultancy has been pivotal in
our product development.

8.
Financial Plan

When writing the financial plan section of a business plan, it’s important to
provide a comprehensive overview of your financial projections for the first
few years of your business, You may provide the following:
• Introduction.
• Add startup costs (for new businesses).
• Profit & loss statement.
• Cash Flow for
To create an effective introduction Statement.
your "Financial Plan" chapter, begin by stressing the
critical role of a well-structured
• Balancefinancial
sheet. plan in the success of your venture.
• Break-even analysis.
Emphasize how this plan serves as the foundation for sustainability and To unlock help try Upmetrics! 
profitability while
• Sales forecast.
keeping your services affordable and accessible.
Start writing here.. • Financing needs.
Mention that the upcoming section will provide detailed insights into your projected financial
statements, outlining revenue streams, expenses, and the strategic path to financial stability.
 Help tip
This introduction will help your readers understand the significance of the financial plan and its
alignment with your mission and goals, setting the stage for a deeper exploration of your
Describe details such as projected revenue, operational costs, and service costs in your
financial strategy.
projected profit and loss statement.

Make sure to include your business’s expected net profit or loss.
Profit & loss statement
2023-24 2024-25 2025-26 2026-27 2027-28
Revenue $0 $0 $0 $0 $0
Cost Of Sales $0 $0 $0 $0 $0
General Costs $0 $0 $0 $0 $0
Revenue Specific Costs $0 $0 $0 $0 $0
Personnel Costs (Direct

$0 $0 $0 $0 $0
Labor)
Gross Margin $0 $0 $0 $0 $0
Gross Margin (%) 0% 0% 0% 0% 0%

2023-24 2024-25 2025-26 2026-27 2027-28
Operating Expense $0 $0 $0 $0 $0
Payroll Expense
$0 $0 $0 $0 $0
(Indirect Labor)
General Expense $0 $0 $0 $0 $0
Bad Debt $0 $0 $0 $0 $0
Amortization of Current
$0 $0 $0 $0 $0
Assets
EBITDA $0 $0 $0 $0 $0
Additional Expense $0 $0 $0 $0 $0
Long Term
$0 $0 $0 $0 $0
Depreciation
Gain or loss from Sale

$0 $0 $0 $0 $0
of Assets
EBIT $0 $0 $0 $0 $0
Interest Expenses $0 $0 $0 $0 $0
EBT $0 $0 $0 $0 $0
Income Tax Expense $0 $0 $0 $0 $0
Total Expense $0 $0 $0 $0 $0
Net Income $0 $0 $0 $0 $0
Net Income (%) 0% 0% 0% 0% 0%
Retained Earning
$0 $0 $0 $0 $0
Opening
Owner's Distribution $0 $0 $0 $0 $0

2023-24 2024-25 2025-26 2026-27 2027-28
Retained Earning
$0 $0 $0 $0 $0
Closing
 Help tip
The cash flow for the first few years of your operation should be estimated and described in
this section.

This may include billing invoices, payment receipts, loan payments, and any other cash flow
statements.
Cash flow statement
2023-24 2024-25 2025-26 2026-27 2027-28
Cash Received $0 $0 $0 $0 $0
Cash Paid $0 $0 $0 $0 $0
COS & General Expenses $0 $0 $0 $0 $0
Salary & Wages $0 $0 $0 $0 $0
Interest $0 $0 $0 $0 $0
Sales Tax $0 $0 $0 $0 $0
Income Tax $0 $0 $0 $0 $0
Net Cash From

$0 $0 $0 $0 $0
Operations
Assets Sell $0 $0 $0 $0 $0
Assets Purchase $0 $0 $0 $0 $0
Net Cash From

$0 $0 $0 $0 $0
Investments
Amount Received $0 $0 $0 $0 $0
Loan Received $0 $0 $0 $0 $0

2023-24 2024-25 2025-26 2026-27 2027-28
Common Stock
Preferred Stock $0 $0 $0 $0 $0
Owner's Contribution $0 $0 $0 $0 $0
Amount Paid $0 $0 $0 $0 $0
Loan Capital $0 $0 $0 $0 $0
Dividends & Distributions $0 $0 $0 $0 $0
Net Cash From

$0 $0 $0 $0 $0
Financing
Summary
Starting Cash $0 $0 $0 $0 $0
Cash In $0 $0 $0 $0 $0
Cash Out $0 $0 $0 $0 $0
Change in Cash $0 $0 $0 $0 $0
Ending Cash $0 $0 $0 $0 $0
 Help tip
Create a projected balance sheet documenting your beverage business’s assets, liabilities, and
equity.
Balance sheet
2023-24 2024-25 2025-26 2026-27 2027-28
Assets $0 $0 $0 $0 $0
Current Assets $0 $0 $0 $0 $0
Cash $0 $0 $0 $0 $0

2023-24 2024-25 2025-26 2026-27 2027-28
Accounts Receivable $0 $0 $0 $0 $0
Inventory $0 $0 $0 $0 $0
Other Current Assets $0 $0 $0 $0 $0
Long Term Assets $0 $0 $0 $0 $0
Gross Long Term Assets $0 $0 $0 $0 $0
Accumulated Depreciation $0 $0 $0 $0 $0
Liabilities & Equity $0 $0 $0 $0 $0
Liabilities $0 $0 $0 $0 $0
Current Liabilities $0 $0 $0 $0 $0
Accounts Payable $0 $0 $0 $0 $0
Income Tax Payable $0 $0 $0 $0 $0
Sales Tax Payable $0 $0 $0 $0 $0
Short Term Debt $0 $0 $0 $0 $0
Long Term Liabilities $0 $0 $0 $0 $0
Long Term Debt $0 $0 $0 $0 $0
Equity $0 $0 $0 $0 $0
Paid-in Capital $0 $0 $0 $0 $0
Common Stock $0 $0 $0 $0 $0
Preferred Stock $0 $0 $0 $0 $0
Owner's Contribution $0 $0 $0 $0 $0
Retained Earnings $0 $0 $0 $0 $0
Check $0 $0 $0 $0 $0

Determine and mention your business’s break-even point—the point at which your business
costs and revenue will be equal.

This exercise will help you understand how much revenue you need to generate to sustain or be
profitable.
Break-even Point
2023-24 2024-25 2025-26 2026-27 2027-28
Starting Revenue $0 $0 $0 $0 $0
Net Revenue $0 $0 $0 $0 $0
Closing Revenue $0 $0 $0 $0 $0
Starting Expense $0 $0 $0 $0 $0
Net Expense $0 $0 $0 $0 $0
Closing Expense $0 $0 $0 $0 $0
Is Break Even? 0 0 0 0 0
Break Even Month 0 0 0 0 0
Days Required 0 0 0 0 0
Break Even Revenue $0 $0 $0 $0 $0
Break Even Units

Financing needs
Calculate costs associated with starting a beverage business, and estimate your financing
needs and how much capital you need to raise to operate your business.
Be specific about your short-term and long-term financing requirements,To unlock help try Upmetrics! 
such as investment
capital or loans.

9.
Appendix

When writing the appendix section, you should include any additional
information that supports the main content of your plan. This may include
financial statements, market research data, legal documents, and other
relevant information.
• Include a table of contents for the appendix section to make it easy for
readers to find specific information.
• Include financial statements such as income statements, balance
sheets, and cash flow statements. These should be up-to-date and
show your financial projections for at least the first three years of your
business.
• Provide market research data, such as statistics on the size of the
printing industry, consumer demographics, and trends in the industry.
• Include any legal documents such as permits, licenses, and contracts.
• Provide any additional documentation related to your business plans,
such as marketing materials, product brochures, and operational
procedures.
• Use clear headings and labels for each section of the appendix so that
readers can easily find the information they need.
Remember, the appendix section of your business plan should only include
relevant and important information that supports the main content of your
plan.

Create a winning business plan that gets you funded
Creating a stunning and investment-ready plan requires no writing, graphic designing, or financial
planning expertise.
Upmetrics has all the features required to help you create a comprehensive business plan—from start to finish.
Make no mistakes, it’s the modern way of planning to structure ideas, make plans, and create stunning pitch
decks to awe investors.
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Create pitch decks that provide a visual Import business plan sections like—SWOT
representation of your business, engage analysis, comparison tables, and others to create
investors, and make them want to invest in your an interactive business plan. No designing skills
business idea. are required.
Stunning cover page designs 500+ sample business plans

With Upmetrics, you have the liberty to choose Simply import a template from our library of
from multiple stunning cover page designs. sample plans into the editor and start
Choose a creative design and make your plan customizing it to make it yours. It takes only a few
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Online sharing made simple Collaborate with team in real-time

Upmetrics makes online sharing quick and easier Invite team members, initiate conversations,
for users. Easily share your business plans with a discuss ideas & strategies, share feedback, and
link while tracking reader activity. work on a business plan in real-time.

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Beverage Business Plan

Refreshing Moments, Always

Prepared By  10200 Bolsa Ave, Westminster, CA, 92683

 John Doe  [email protected]

 (650) 359-3153  http://www.example.com

Marketing and Sales Strategies 8

Market size and growth potential 14

Products and Services 18

Products and Services 19

Jasmine Green Tea 20

Berry Burst Smoothie 20

Ham & Cheese Croissant 21

Beverage Business Plan | Business Plan 2023 2/47

Sales And Marketing Strategies 23

Unique Selling Proposition (USP) 24

Staffing and Training 29

Equipment & Machinery 30

Dr. Emily Green 36

Beverage Business Plan | Business Plan 2023 3/47

Profit & loss statement 38

Cash flow statement 40

Beverage Business Plan | Business Plan 2023 4/47

❛ Upmetrics has everything you need to create a

Financial Forecasting Tool

Business Plan Builder

Beverage Business Plan | Business Plan 2023 6/47

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 Help tip  • Introduction

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Beverage Business Plan | Business Plan 2023 8/47

Units Sold Revenue

End of interactive chart.

Year 1 1,550 $10,000

Year 2 1,800 $12,000

Year 3 2,050 $14,000

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Write a call to action for your business plan.

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Beverage Business Plan | Business Plan 2023 11/47

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❛ At "[Beverage Bliss]", our mission is succinct yet profound:

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Start writing here..

 Help tip  Beverage Business Plan