It should be noted that there is no special software required to use these templates. All business plans come in Microsoft Word and Microsoft Excel format. Each business plan features:

• Excecutive Summary
• Company and Financing Summary
• Products and Services Overview
• Strategic Analysis with current research!
• Marketing Plan
• Personnel Plan
• 3 Year Advanced Financial Plan
• Expanded Financial Plan with Monthly Financials
• Loan Amortization and ROI Tools
• FREE PowerPoint Presentation for Banks, Investors, or Grant Companies!

1.0 Executive Summary

The purpose of this business plan is to raise $125,000 for the development of a pizza restaurant while showcasing the expected financials and operations over the next three years. The Pizza Restaurant, Inc. (“the Company”) is a New York based corporation that will develop a restaurant that will serve pizza and Italian cuisine. The Company was founded in 2009 by John Doe.

1.1 Products and Services

The Pizza Restaurant will offer an extensive selection of pizzas (both traditional and gourmet), Italian entrees, pastas, and other Italian based food products at its location. Management strives to maintain affordably within its menu items by making sure that all entrees have been specifically priced based on the median household and median family income for the target market area. The Pizza Restaurant will also feature a bar that serves a nice selection of beers and wines to its patrons. The third section of the business plan will further describe the services offered by the Pizza Restaurant.

1.2 The Financing

Mr. Does is seeking to raise $125,000 from as a bank loan. The interest rate and loan agreement are to be further discussed during negotiation. This business plan assumes that the business will receive a 10 year loan with a 9% fixed interest rate.

1.3 Mission Statement

Mr. Doe’s mission is to provide customers with an outstanding line of Italian cuisine dishes while concurrently remaining within the letter of the law regarding the sale of food and alcohol in the State of New York.

1.4 Mangement Team

The Company was founded by John Doe. Mr. Doe has more than 10 years of experience in the food service industry. Through his expertise, he will be able to bring the operations of the business to profitability within its first year of operations.

1.5 Sales Forecasts

Mr. Doe expects a strong rate of growth at the start of operations. Below are the expected financials over the next three years.

1.6 Expansion Plan

The Founder expects that the business will aggressively expand during the first three years of operation. Mr. Doe intends to implement marketing campaigns that will effectively target individuals within the target market of New York. Mr. Doe may also seek to increase the number of location he owns after the fifth year of operations.

2.0 Company and Financing Summary

2.1 Registered Name and Corporate Structure

Pizza Restaurant, Inc. The Company is registered as a corporation in the State of New York.

2.2 Required Funds

At this time, the Mr. Doe requires $125,000 of debt funds. Below is a breakdown of how these funds will be used:

2.3 Investor Equity

Mr. Doe is not seeking an investment from a third party at this time.

2.4 Management Equity

John Doe owns 100% of the Pizza Restaurant, Inc.

2.5 Exit Strategy

If the business is very successful, Mr. Doe may seek to sell the business to a third party for a significant earnings multiple. Most likely, the Company will hire a qualified business broker to sell the business on behalf of the Company. Based on historical numbers, the business could fetch a sales premium of up to 4 times earnings.

3.0 Products and Services

Below is a description of the products offered by the Pizza Restaurant.

3.1 Pizza and Italian Cuisine Entrees

The business will maintain an extensive menu of pizzas that are affordably priced for the local community. The menu includes a number of pizza toppings including pepperoni, sausage, mushroom, ham, spinach, pineapple, bacon, specialty cheeses, and a number of other pizza toppings.

3.2 Beverages

The Restaurant also offers its patrons an expansive line of beverages including bottled water, fountain sodas, beer, wine, and spirits. The Company will ensure the proper procedures for serving alcohol at the Pizza Restaurant establishment.

4.0 Strategic and Market Analysis

4.1 Economic Outlook

This section of the analysis will detail the economic climate, the pizza restaurant industry, the customer profile, and the competition that the business will face as it progresses through its business operations. Currently, the economic market condition in the United States is in recession. This slowdown in the economy has also greatly impacted real estate sales, which has halted to historical lows. Many economists expect that this recession will continue until mid-2010, at which point the economy will begin a prolonged recovery period. However, the Pizza Restaurant will operate with great economic stability as people will continue to purchase pizza due to the low pricing point for these products.

4.2 Industry Analysis

Within the United States, there are approximately 35,000 shops that specialize in the sale and delivery of pizza. Each year, this industry generates in excess of $35 billion dollars. The industry employs more than 475,000 people, and generates average annual payrolls of $10 billion dollars a year. This industry combines both the franchised pizza delivery industry (take out and dine in), and restaurants that serve pizza.

4.3 Customer Profile

In this section of the analysis, you should describe the type of customer you are seeking to acquire. These traits include income size, type of business/occupation; how far away from your business is to your customer, and what the customer is looking for. In this section, you can also put demographic information about your target market including population size, income demographics, level of education, etc.

4.4 Competitive Analysis

This is one of the sections of the business plan that you must write completely on your own. The key to writing a strong competitive analysis is that you do your research on the local competition. Find out who your competitors are by searching online directories and searching in your local Yellow Pages. If there are a number of competitors in the same industry (meaning that it is not feasible to describe each one) then showcase the number of businesses that compete with you, and why your business will provide customers with service/products that are of better quality or less expensive than your competition.

5.0 Marketing Plan

Mr. Doe intends to maintain an extensive marketing campaign that will ensure maximum visibility for the business in its mall location. Below is an overview of the marketing strategies and objectives that Mr. Doe will use once he launches his Pizza Restaurant location.

5.1 Marketing Objectives

• • Implement a local campaign with the Company’s targeted market via the use of flyers, local newspaper advertisements, and word of mouth.

• • Hire a public relations firm to provide reviews and articles about the Company’s grand opening.

•  

5.2 Marketing Strategies

Mr. Doe intends on using a number of marketing strategies that will allow the Pizza Restaurant to easily target men and women within targeted market. These strategies include traditional print advertisements and discounts offered as a part of a grand opening campaign. Below is a description of how the business intends to market its services to the general public. The Company also intends on hiring a local public relations firm that will promote reviews and articles about the Pizza restaurant, its cuisine, and relevant hours of operation and pricing. Mr. Doe will invite local food critics to the Company’s location in order to generate positive publicity about the pizza restaurant. The Company will maintain a sizable amount of print and traditional advertising methods within local the local market to promote the pizza and Italian cuisine products that the Company is selling. At the onset of operations, the Company will distribute an expansive number of coupons for low priced

5.3 Pricing

In this section, describe the pricing of your services and products. You should provide as much information as possible about your pricing as possible in this section. However, if you have hundreds of items, condense your product list categorically. This section of the business plan should not span more than 1 page.

6.0 Organizational Plan and Personnel Summary

6.1 Corporate Organization

6.2 Organizational Budget

In this section of the business plan, you should write a two to four paragraph biography about your work experience, your education, and your skill set. For each owner or key employee, you should provide a brief biography in this section.

7.0 Financial Plan

7.1 Underlying Assumptions

• • The Pizza Restaurant will have an annual revenue growth rate of 10% per year.

• • The Owner will acquire $125,000 of debt funds to develop the business.

• • The loan will have a 10 year term with a 9% interest rate.

7.2 Sensitivity Analysis

In the event of an economic downturn, the business may have a decline in its revenues. However, restaurant products are demand individuals due to the simple fact that the pricing point for these products are very low As such, only a severe economic downturn would result in a decline in revenues.

7.3 Source of Funds

7.4 General Assumptions

7.5 Profit and Loss Statements 

7.6 Cash Flow Analysis

7.7 Balance Sheet

7.8 General Assumptions

7.9 Business Ratios

Expanded Profit and Loss Statements

Expanded Cash Flow Analysis