business plan of a pizza company

Pizza Business Plan Template

Written by Dave Lavinsky

Pizza Business Plan

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

We have helped over 5,000 entrepreneurs and business owners create business plans and many have used them to start or grow their Pizza businesses.

Below is a template to help you create each section of your Pizza business plan.

Executive Summary

Business overview.

Papa Jack’s is a new pizza restaurant in the Cincinnati, Ohio area that will serve residents, businesses and local schools. The restaurant will primarily be a dine-in establishment, but will also offer delivery and pick-up. The pizzeria offers an extensive menu that includes pizza, sandwiches, pasta, salads, desserts, and drinks. All of our food is made from unique and authentic Italian recipes created by the founder himself.

Papa Jack’s is founded and run by Jack Russo. Jack has spent the past 15 years in the restaurant industry, working as a waiter, chef, and restaurant manager. His experience in the industry has given him the knowledge and skills needed to run all aspects of a pizza restaurant.

Product Offering

Papa Jack’s will offer a full menu of pizzas, salads, sandwiches, and desserts. Pizza selections include thin crust, pan and stuffed, while pasta options include all traditional Italian specialties like spaghetti and meatballs, fettuccine alfredo and lasagna. Sandwiches include Italian Beef, Sausage and Chicken Parmesan.

The restaurant is also available for private events and catering.

Customer Focus

Papa Jack’s will serve the residents and workers of Cincinnati, Ohio and the immediately surrounding areas. The area is home to thousands of families and students who are always looking for high-quality pizza restaurants. Cincinnati is also full of hard-working laborers who need high-quality dine-in and takeout options after a hard day of work.

Management Team

Papa Jack’s is founded and run by Jack Russo. Jack has worked in the restaurant industry for 15 years and is knowledgeable of the operations and standard procedures of running a restaurant. Jack is also a well-respected chef who has made thousands of pizzas and other Italian dishes throughout his career. After spending years working at other restaurants, Jack has decided to run his own pizza restaurant where he can sell pizzas made from his own unique and authentic recipes. Though Jack has experience managing a restaurant, he will hire other management staff to help him run Papa Jack’s.

Success Factors

Papa Jack’s will be able to achieve success by offering the following competitive advantages:

• Location: Papa Jack’s location is near the center of town, giving us access to commuters going and leaving, local office workers, students and passersby. We also offer adequate parking making it easy for customers to patronize us.
• Great pizza and service at an affordable price: The pizza restaurant will offer dine-in, home delivery and carry-out services, providing convenience to our customers and further extending our market reach.
• Management: Our management team has years of business and marketing experience that allows us to market to and serve customers in a much more sophisticated manner than our competitors.
• Relationships: Having lived in the community for 25 years, Jack Russo knows all of the local leaders, newspapers and other influencers. As such, it will be relatively easy for us to build branding and awareness of our restaurant.

Financial Highlights

Papa Jack’s is seeking a total funding of $400,000 to launch its pizza restaurant. The capital will be used for funding capital expenditures, salaries, marketing expenses, and working capital.

Specifically, these funds will be used as follows:

• Restaurant design/build: $200,000
• Equipment, supplies, and inventory: $50,000
• Three months of overhead expenses (payroll, rent, utilities): $100,000
• Marketing costs: $30,000
• Working capital: $20,000

The following graph below outlines the pro forma financial projections for Papa Jack’s.

Company Overview

Who is papa jack’s, papa jack’s history.

Papa Jack’s was founded by Jack Russo. Jack has worked in the restaurant industry for 15 years and is ready to apply his experience and skills in his own pizza restaurant. His experience as a chef has helped him create an extensive menu made from his own unique and authentic recipes.

Jack incorporated Papa Jack’s on February 1st, 2023 and was able to achieve the following milestones since then:

• Developed the company’s name, logo and website
• Created the menu
• Determined equipment and inventory requirements
• Began recruiting key employees with experience in the restaurant industry

Papa Jack’s Services

Industry analysis.

The pizza industry has grown over the past five years due to rising consumer spending and changing preferences. Consumer spending is expected to increase an annualized 3.0%, as unemployment declines and economic conditions improve. As a result, the pizza industry has benefitted.

Changing consumer preferences have altered the industry over the past five years. Americans have become more concerned about their health and the food they eat, moving away from food high in fat, salt and sugar. Organic, locally grown and gourmet food has become more popular, and pizzerias are offering a greater array of flatbreads and whole-wheat and gluten-free crusts as a result. Consumers have also been indicating a preference for quick-service pizza shops, where pizza can be ordered online, rather than traditional, sit-down pizza restaurants.

The way operators use technology will also become increasingly important to the industry’s performance as consumers increasingly use their smartphones or tablets to order, expecting seamless internet interfaces that make it easy to customize pizza preferences.

Customer Analysis

Demographic profile of target market.

The following are the precise demographics of the Cincinnati area:

Customer Segmentation

Papa Jack’s will primarily target the following customer profiles:

• Local workers

Competitive Analysis

Direct and indirect competitors.

Papa Jack’s will face competition from other companies with similar business profiles. A description of each competitor company is below.

Pizza Garden

Pizza Garden was founded in 1988 and opened its first franchise a year later. Pizza Garden has nearly 14,000 restaurants, about 60% of which are in the United States. Similar to its competitors, the company focuses on a franchise model, with over 90.0% of Pizza Garden restaurants operating under franchise or license agreements.

Pizza Garden’s menu features a range of pizzas, offering a variety of toppings suited to local preferences and tastes. Many Pizza Garden locations also offer pasta and chicken wings. Pizza Garden offers casual dine-in, delivery and carryout.

City Pizzeria

Founded in 1985, City Pizzeria is one of the largest pizza restaurant chains in the United States. The company operates and franchises pizza delivery and carryout. The company operates in all 50 states and in 34 countries.

City Pizzeria’s menu includes pizza, and other side items such as breadsticks, cheese sticks, chicken wings and desserts, all made of quality ingredients on a consistent basis. The company’s quality control center system takes advantage of volume purchasing of food and supplies and provides consistency in fresh dough production. The company’s marketing strategy has increasingly been focused towards online and digital marketing in response to increasing consumer use of online and mobile technology.

Checkers Pizza

Checkers Pizza has grown to over 14,800 company-owned and franchised locations worldwide since its founding in 1960. Checkers Pizza operates in all 50 states and has locations in more than 70 countries. Furthermore, it is the second-largest pizza company in the world. Checkers Pizza sales are primarily generated through its pizza delivery business. As a result, the company focuses on securing its position within the industry by providing convenient store locations and an efficient supply chain.

Checkers Pizza’s menu varies regionally, but is primarily focused on Italian-American entrees and side dishes. They recently added artisan-style pizzas and added handmade pan pizza to their menu. They also have pasta, chicken, bread bowls, desserts and oven-baked sandwiches.

Competitive Advantage

Papa Jack’s will be able to offer the following advantages over their competition:

Marketing Plan

Brand & value proposition.

Papa Jack’s will offer the unique value proposition to its clientele:

• Moderate price point
• Offering a convenient location that offers dine-in, delivery and carry-out options
• Family-friendly environment
• Providing excellent customer service

Promotions Strategy

The promotions strategy for Papa Jack’s is as follows:

Papa Jack’s will initially give free pizza samples to passersby to enable them to taste the quality of our products and learn about us.

Website/SEO

Papa Jack’s will develop a professional website that showcases pictures of our pizzas, drinks, and other food offerings. It will also invest in SEO so that the company’s website will appear at the top of search engine results.

Social Media

Jack Russo will create the company’s social media accounts and invest in ads on all social media platforms. These accounts will showcase pictures of the restaurant and popular items on the menu. The company will use targeted marketing to appeal to our target demographics.

Word of Mouth & Referrals

Papa Jack’s is confident that its existing loyal clients will spread the word and refer the pizzeria to residents who may not be familiar with it. The pizzas speak for themselves and word will quickly spread around town of the delicious pizza and food that Papa Jack’s has to offer.

The pricing of Papa Jack’s will be moderate and on par with competitors so customers feel they receive value when purchasing our pizzas and other food items.

Operations Plan

The operations plan for Papa Jack’s is relatively simple as its overhead and cost is small. The functional roles for its employees are as follows:

Operation Functions:

• Jack Russo will be the Owner and Restaurant Manager of Papa Jack’s. He will oversee the general operations of the restaurant, help out with customer service, and help out in the kitchen.
• Jack will hire an Assistant Manager to help him manage the staff and run the general operations of the restaurant.
• Jack will also hire an Administrative Assistant to help out with the administrative and executive functions of the company.
• As the restaurant grows, Jack will hire several waiters, chefs, and other staff to run the service functions of the pizzeria.

Milestones:

Papa Jack’s aims to open in the next six months. The following are the milestones needed in order to obtain this goal.

• 3/202X – Finalize lease agreement
• 4/202X – Begin interior design and construction
• 5/202X – Social media and advertising campaign begins
• 6/202X – Final walk-through of construction and build-out
• 7/202X – Order and pre-stock inventory; hire key employees
• 8/202X – Grand opening of Papa Jack’s

Financial Plan

Key revenue & costs.

Papa Jack’s revenues will come primarily from selling pizza, sandwiches, pasta, drinks, and other food items.

The major costs for the company will be food costs and salaries. In the initial years, the company’s marketing cost is expected to be high, as it establishes itself in the market.

Funding Requirements and Use of Funds

Key assumptions.

The following outlines the key assumptions required in order to achieve the revenue and cost numbers in the financials and pay off the startup business loan.

• Year 5 : 110
• Annual lease: $100,000
• Average order value: $25

Financial Projections

Income statement, balance sheet, cash flow statement, pizza business plan faqs, what is a pizza business plan.

A pizza business plan is a plan to start and/or grow your pizza 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 Pizza business plan using our Pizza Business Plan Template here .

What are the Main Types of Pizza Businesses?

There are a number of different kinds of pizza businesses , some examples include: Franchise Pizza Shop, Full Service Pizza Shop, and Quick Service Pizza Shop.

How Do You Get Funding for Your Pizza Business Plan?

Pizza businesses 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 Pizza Business?

Starting a pizza 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 Pizza Business Plan - The first step in starting a business is to create a detailed pizza business plan that outlines all aspects of the venture. This should include potential market size and target customers, the services or products you will offer, pricing strategies and a detailed financial forecast. 

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

3. Register Your Pizza Business - Once you have chosen a legal structure, the next step is to register your pizza 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 pizza 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 Pizza Equipment & Supplies - In order to start your pizza 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 pizza 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.

Other Helpful Business Plan Templates

Franchise Business Plan Template Restaurant Business Plan Template Fast Food Business Plan Template

How to write a successful business plan for a pizzeria

Some flour, a pinch of salt, a little yeast, a layer of tomato sauce, and a dollop of cheese: pizza is as simple as it is delicious.

From basic margarita to the more extravagant capricciosa, it's incredibly versatile - and the pizzeria business model is no different. Just like pizza, it can take many forms - whether it be a classic Italian restaurant, pizza takeaway, fast-food joint, or a gourmet pizza place. 

Whatever way you decide to sell pizzas, you'll have to draft up a business plan for a pizzeria before being able to make it happen. In this guide, we'll explain how you can successfully launch a pizzeria by taking advantage of this practical tool. 

Before diving headfirst into writing the business plan for a pizzeria, let's first look at the market.

The UK pizza market

According to a study carried out by VoucherCodes, the average Brit will eat 731 pizzas in their lifetime (or 5,847 slices, to be exact.)

The market is therefore booming at around £4.9 billion - with around 6,164 pizza delivery and takeaway places alone.

Between pizza takeaway businesses, fast food chains, Italian restaurants, and independent pizzerias, the competition is very tough. So it's up to you to develop a business idea that will allow you to successfully take up your own space on the market.

Why the business plan for a pizzeria is essential

To successfully launch the restaurant of your dreams, writing a business plan for a pizzeria is imperative. 

If you're just starting out in the entrepreneurial sphere, then the idea of creating a business plan might seem scary - but it's important that you can see it for what it is: a remarkably effective tool to help you move your business idea forward. 

In other words, a business plan is your roadmap. 

It's a document in which you lay out the details for your project, the objectives you have for your business, and the steps you'll need to take to ensure it's a success. 

Giving you a clear and overall view of your venture, the business plan will allow you to iron out any kinks, highlight its strengths, quantify the amount of money needed to bring it into fruition, and estimate the potential profitability of a pizzeria.

You can then use this document to present your business idea to banks or potential investors, who will then decide whether or not they'd like to lend the funds to help get your business off the ground. 

It's therefore essential to have a solid, comprehensive business plan to prove your dedication and credibility as an entrepreneur. 

Writing a business plan for your pizzeria also means having to carry out market research to familiarise yourself with the pizza market in the town or city in which you'd like to base your business, as well as the strengths and weaknesses of nearby competitors. 

The prices you set will depend on your business model (whether it's a gourmet pizzeria or a pizza delivery place) and where you're based. From there, you can draw up a financial forecast for your pizzeria  to integrate into your business plan.

What information might a pizzeria business plan need?

Conducting market research is crucial. It helps you validate that there's potential for your business to prosper. Think about:

• The pizza industry market map (price and type of pizza segments) to understand where you could position your business in the market
• Successful methods used to build customer loyalty in your target market
• Any new trends in the market (the emergence of gluten free and vegan pizza)

You also need to gather data about potential operational costs (staff recruitment, training and other operating costs). We advise you to call suppliers and ask them for a quote concerning prices.

These are the two key areas that you will need to address before drawing up a business plan. A high-quality business plan will likely require an in-depth analysis of both.

Feeling lost? Let our business plan software guide you

If drafting up a business plan for a pizzeria on your own feels a little too complicated, then you've come to the right place

Our online business plan software  makes it easy for you. Designed specifically for entrepreneurs who've never written a business plan before, it will guide you step by step through the process - so you don't get lost in between the many different stages. 

It will also make creating a financial forecast a breeze - leaving you with a clear, well-presented, and professional document with which you can confidently showcase your business idea to investors. 

If you're still not sure, why not dip your toe and test our business plan software for free? Click here to try it out and let us know how you get on.

If you have any other questions or queries related to the launch or operation of a pizzeria, please don't hesitate to get in touch with our team. 

Also on The Business Plan Shop

• Business plan template for a pizzeria
• How to open a pizzeria without money
• How to take over a pizzeria
• Practical guides to help you open a pizzeria

Know someone who's about to write a pizzeria business plan? Share this guide with them!

Founder & CEO at The Business Plan Shop Ltd

Guillaume Le Brouster is a seasoned entrepreneur and financier.

Guillaume has been an entrepreneur for more than a decade and has first-hand experience of starting, running, and growing a successful business.

Prior to being a business owner, Guillaume worked in investment banking and private equity, where he spent most of his time creating complex financial forecasts, writing business plans, and analysing financial statements to make financing and investment decisions.

Guillaume holds a Master's Degree in Finance from ESCP Business School and a Bachelor of Science in Business & Management from Paris Dauphine University.

Create a convincing business plan

Assess the profitability of your business idea and create a persuasive business plan to pitch to investors

500,000+ entrepreneurs have already tried our solution - why not join them?

Not ready to try our on-line tool ? Learn more about our solution here

Need some inspiration for your business plan?

Subscribe to The Business Plan Shop and gain access to our business plan template library.

Need a professional business plan? Discover our solution

Write your business plan with ease!

It's easy to create a professional business plan with The Business Plan Shop

Want to find out more before you try? Learn more about our solution here

Call Sales: +1 (833) 437-3835

How to Create a Pizza Business Plan

Dave Lavinsky | September 9, 2022 |

What is a Pizza Business Plan and Why Do You Need One? 

A pizza shop business plan is documentation that lays out your vision and roadmap for growing your pizza business. It serves two main purposes. First, if you’re looking to raise funding to start or grow your pizzeria, your business plan is an essential document that banks and/or investors will review before providing funding. Second, your restaurant business plan template serves as a strategic guide and roadmap to follow in your quest to grow your pizza shop.

How to Create a Pizza Restaurant Business Plan

Your pizza shop business plan should include nine components as follows:

• Executive Summary

Company Overview

Industry analysis, customer analysis, competitive analysis.

• Marketing Plan

Operations Plan

Management team, financial plan.

While this is the typical order in which a restaurant plan is laid out, there are four key types of sections in this simple business plan template . Below you will learn about each of these sections and how to complete them.

The Research Sections of a Pizza Business Plan

There are three components of your business plan that are research oriented. Here’s a closer look at those components.

The industry analysis part of your restaurant plan discusses the size of the pizza industry and trends facing it. While you may not consider this to be an essential element, banks often do. Completing this component shows banks that you are sophisticated and understand the market in which you are competing.

Also, the research you conduct here could improve your strategy. For example, let’s say you uncovered a major trend towards gluten-free pizza crusts. You might then alter your products to include gluten-free options and enjoy sales growth as a result.

The customer analysis component of your pizza shop business plan details the key customers you serve. Ideally you can document their demographic make-up (e.g. ages, income levels, etc.) and their wants and needs.

Documenting your target customers can improve your marketing food business plan. For example, if you found many of your customers were members of a certain club, sponsoring that club’s events could bring in new customers. Likewise, knowing your target customers’ demographics allows you to better target them using social media and other advertising platforms.

After you create a business plan and complete it, you should research other pizza shops in your area to find their strengths and weaknesses. Go to review sites like Yelp to learn what their customers think about them.

Document what you learn in your business plan, but more importantly, use it to improve your offerings. For example, if customers like a competitor’s pizza varieties, customer service, or quick take-out options, these are items you too should consider developing to be competitive in the market.

The Strategic Sections of Your Restaurant Business Plan

There are three components of your business plan that are strategy oriented. Read on for more details about those components.

Marketing Plan for Pizza Shop

The marketing plan for a pizza shop includes the “4Ps”, or product, place, price, and promotions:

• Product: Here you will describe the products you offer, essentially your menu items.
• Place: This describes the location of your pizza shop. If you are launching a new shop, think through the characteristics of the ideal new location.
• Price: This describes your pricing, particularly as compared to competitors (e.g. same, lower, premium).
• Promotions: Promotions is generally the area in which the most strategic thinking is required. The goal of your promotions is to bring in both new and old customers to your pizza shop in the most cost effective way. Consider using methods such as organic Facebook and Instagram postings and paid ads on channels like Facebook, Yelp and Google Ads. Local sponsorships can also be very effective for pizza shops.

Your operations plan has two parts.

The first, known as “everyday operations,” discusses the staffing required to run your pizza shop on a day-to-day basis.

The second part includes your milestones. In this section, detail the key milestones you’d like to achieve over the next five years. Here’s how to best complete this. First, start by envisioning where you’d like your pizza business to be in five years. For example, let’s say you’d like to have revenues of $3 million. Then think about how many customers you will need to achieve that goal and how many locations you must have.

So, in a restaurant business plan example, your five-year milestones might include the following: Sales of $3 million; 250,000 customers served, two locations. Then, work backwards to figure out what goals you must achieve in year four, year three, year two and most importantly in the coming year.

For the coming year, break down the milestones even further and get more granular. For example, if you hope to open a shop in year two, in March of year one, a milestone could be to start looking at new locations. June’s milestone might be to begin construction. December’s milestone might be to hire the new store manager. The goal is to really map out your growth and determine short-term milestones. When achieved, these goals will progress you and your company towards meeting your long-term goals in your overall pizza business plan.

A financial plan for a pizza shop details the amount of money you need to raise, if applicable, to grow your business. It also includes financial projections showing your expected growth. Your projections must include an income statement, balance sheet and cash flow statement.

In completing your financial projections, you must make assumptions about many items such as sales growth, employee salaries, costs of goods sold, etc. As much as possible, base these assumptions on past results so you create the most realistic projections possible.

The Organization Sections of Your Restaurant Plan

Two components of your business plan discuss your current pizza shop. Let’s explore those components further.

The company overview section of your pizza business plan details your history. Here you will want to discuss your accomplishments and milestones to date. For example, include the date you first opened your shop, the date when you reached $X in sales, etc.

Importantly, think through the strategies you employed in your food business plan to achieve your past results, and whether you should use the same strategies to grow.

In the management section, list the bios of the key members of your team. If investors or lenders read your pizza business plan, they’ll want confidence that your pizza shop is led by the right people. Discuss your team’s achievements to date.

Also, if you plan to expand and hire new employees, discuss the key employees you must hire and the ideal characteristics of each.

Your Pizza Shop Business Plan’s Executive Summary

Your executive summary sums up your entire business plan. It should provide highlights from each key area of your plan. For example, while in your marketing plan for a pizza shop, you might include three paragraphs describing your top promotional methods, in your executive summary, you’ll include just one line saying “X, Y and Z are the three promotional methods we will employ.”

In addition to summarizing your key sections, your executive summary should answer a critical question of investors and lenders. That question is “why are you uniquely qualified to succeed.”

While your answers will vary, here are many ways in which your pizza shop could be uniquely qualified to succeed:

• Quality of pizzas
• Pizza variety (e.g., offering 30 varieties while competitors only offer five)
• Customer service
• Operational excellence
• Management expertise

Importantly, you should always be thinking about how to create more unique qualifications. For example, would hiring a new staff member give you unique capabilities? Ask yourself this question when thinking through your business strategies in your pizza business plan.

Execute on Your Pizza Shop Business Plan with Revel Systems®

As mentioned above, one key way to enjoy and promote (to investors/lenders) your unique qualifications is to gain operational excellence. A simple way to accomplish this is to use Revel’s Pizza POS System . With Revel’s system you enjoy easy to set up online ordering, customizable delivery options, a customer loyalty program and inventory management among other benefits. Start using Revel's platform now and your business plan, strategy and results should quickly improve.

Featured Articles

Upmetrics AI Assistant: Simplifying Business Planning through AI-Powered Insights. Learn How

Entrepreneurs & Small Business

Accelerators & Incubators

Business Consultants & Advisors

Educators & Business Schools

Students & Scholars

Business Planning

• Financial Forecasting

AI Assistance

See How Upmetrics Works  →

Strategic Planning

• Sample Plans
• WHY UPMETRICS?

Customers Success Stories

Business Plan Course

Small Business Tools

• Strategic Canvas Templates

E-books, Guides & More

• Business Plan Builder
• Canvas Modeling
• Product Tour
• Business Consultants and Advisors
• Entrepreneurs And Small Businesses
• Accelerators & Incubators
• Educators & Business Schools
• Students & Scholars
• Sample Business Plans
• business plan course
• E-Books, Guides & More
• Success Stories
• Food, Beverage & Restaurant

Pizza Shop Business Plan

Free Business Plan Template

Download our free business plan template now and pave the way to success. Let’s turn your vision into an actionable strategy!

• Fill in the blanks – Outline
• Financial Tables

How to Write A Pizza Shop Business Plan?

Writing a pizza shop business plan is a crucial step toward the success of your business. Here are the key steps to consider when writing a business plan:

1. Executive Summary

An executive summary is the first section planned to offer an overview of the entire business plan. However, it is written after the entire business plan is ready and summarizes each section of your plan.

Here are a few key components to include in your executive summary:

Introduce your Business:

Start your executive summary by briefly introducing your business to your readers.

Market Opportunity:

Highlight the pizzas you offer your clients. The USPs and differentiators you offer are always a plus.

Marketing & Sales Strategies:

Financial highlights:, call to action:.

Ensure your executive summary is clear, concise, easy to understand, and jargon-free.

Say goodbye to boring templates

Build your business plan faster and easier with AI

Plans starting from $7/month

2. Business Overview

The business overview section of your business plan offers detailed information about your business. The details you add will depend on how important they are to your business. Yet, business name, location, business history, and future goals are some of the foundational elements you must consider adding to this section:

Business Description:

Describe your business in this section by providing all the basic information:

Describe what kind of pizza shop you run and the name of it. You may specialize in one of the following pizza businesses:

• Traditional Pizzeria
• New York Style Pizzeria
• Neapolitan Pizzeria
• Gourmet Pizzeria
• Fast-Casual Pizza Chain
• Take-and-Bake Pizza Shop
• Vegan or Plant-Based Pizza Shop
• Mobile Pizza Truck
• Gluten-Free Pizza Shop
• Describe the legal structure of your pizza shop, whether it is a sole proprietorship, LLC, partnership, or others.
• Explain where your business is located and why you selected the place.

Mission Statement:

Business history:.

If you’re an established pizza shop, briefly describe your business history, like—when it was founded, how it evolved over time, etc.

Future Goals:

This section should provide a thorough understanding of your business, its history, and its future plans. Keep this section engaging, precise, and to the point.

3. Market Analysis

The market analysis section of your business plan should offer a thorough understanding of the industry with the target market, competitors, and growth opportunities. You should include the following components in this section.

Target market:

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.

Market size and growth potential:

Describe your market size and growth potential and whether you will target a niche or a much broader market.

Competitive Analysis:

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.

Regulatory Environment:

Here are a few tips for writing the market analysis section of your pizza shop business plan:

• Conduct market research, industry reports, and surveys to gather data.
• Provide specific and detailed information whenever possible.
• Illustrate your points with charts and graphs.
• Write your business plan keeping your target audience in mind.

4. Products And Services

The product and services section should describe the specific services and products that will be offered to customers. To write this section should include the following:

Mention your menu:

Mention the pizza shop menu your business will offer. This list may include:

• Classic pizzas
• Specialty pizzas
• Pizza customization options
• Sauces & sides

Pizza offerings:

Quality measures:.

This section should explain how you maintain quality standards and consistently provide the highest quality.

Additional Services:

In short, this section of your pizza shop plan must be informative, precise, and client-focused. By providing a clear and compelling description of your offerings, you can help potential investors and readers understand the value of your business.

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 elements to include in your sales & marketing plan:

Unique Selling Proposition (USP):

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.

Pricing Strategy:

Marketing strategies:, sales strategies:, customer retention:.

Overall, this section of your pizza restaurant business plan should focus on customer acquisition and retention.

Have a specific, realistic, and data-driven approach while planning sales and marketing strategies for your pizza shop, and be prepared to adapt or make strategic changes in your strategies based on feedback and results.

6. Operations Plan

The operations plan section of your business plan should outline the processes and procedures involved in your business operations, such as staffing requirements and operational processes. Here are a few components to add to your operations plan:

Staffing & Training:

Operational process:, equipment & machinery:.

Include the list of equipment and machinery required for a pizza shop, such as an oven, dough mixer, refrigerators, pizza press, food prep tools, etc.

Adding these components to your operations plan will help you lay out your business operations, which will eventually help you manage your business effectively.

7. Management Team

The management team section provides an overview of your pizza shop’s management team. This section should provide a detailed description of each manager’s experience and qualifications, as well as their responsibilities and roles.

Founders/CEO:

Key managers:.

Introduce your management and key members of your team, and explain their roles and responsibilities.

Organizational structure:

Compensation plan:, advisors/consultants:.

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

This section should describe the key personnel for your pizza shop, highlighting how you have the perfect team to succeed.

8. Financial Plan

Your financial plan section should provide a summary of your business’s financial projections for the first few years. Here are some key elements to include in your financial plan:

Profit & loss statement:

Cash flow statement:, balance sheet:, break-even point:.

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

Financing Needs:

Be realistic with your financial projections, and make sure you offer relevant information and evidence to support your estimates.

9. Appendix

The appendix section of your plan should include any additional information supporting your business plan’s main content, such as market research, legal documentation, financial statements, and other relevant information.

• Add a table of contents for the appendix section to help readers easily find specific information or sections.
• In addition to your financial statements, provide additional financial documents like tax returns, a list of assets within the business, credit history, and more. These statements must be the latest and offer financial projections for at least the first three or five years of business operations.
• Provide data derived from market research, including stats about the industry, user demographics, and industry trends.
• Include any legal documents such as permits, licenses, and contracts.
• Include any additional documentation related to your business plan, such as product brochures, marketing materials, operational procedures, etc.

Use clear headings and labels for each section of the appendix so that readers can easily find the necessary information.

Remember, the appendix section of your pizzeria business plan should only include relevant and important information supporting your plan’s main content.

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

Fill-in-the-blanks and automatic financials make it easy.

This sample pizza shop business plan will provide an idea for writing a successful pizza shop plan, including all the essential components of your business.

After this, if you still need clarification about writing an investment-ready business plan to impress your audience, download our pizza shop business plan pdf .

Related Posts

Restaurant Business Plan

Fast Food Restaurant Business Plan

400+ Business Plan Example

Business Plan Writing for Startups

Creative Business Plan Cover Ideas

Best AI Business Plan Generators

Frequently asked questions, why do you need a pizza shop business plan.

A business plan is an essential tool for anyone looking to start or run a successful pizza shop. It helps to get clarity in your business, secures funding, and identifies potential challenges while starting and growing your business.

Overall, a well-written plan can help you make informed decisions, which can contribute to the long-term success of your pizza shop.

How to get funding for your pizza shop?

There are several ways to get funding for your pizza shop, but self-funding is one of the most efficient and speedy funding options. Other options for funding are:

Small Business Administration (SBA) loan

Crowdfunding, angel investors.

Apart from all these options, there are small business grants available, check for the same in your location and you can apply for it.

Where to find business plan writers for your pizza shop?

There are many business plan writers available, but no one knows your business and ideas better than you, so we recommend you write your pizza shop business plan and outline your vision as you have in your mind.

What is the easiest way to write your pizza shop business plan?

A lot of research is necessary for writing a business plan, but you can write your plan most efficiently with the help of any pizza shop business plan example and edit it as per your need. You can also quickly finish your plan in just a few hours or less with the help of our business plan software .

About the Author

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

Plan your business in the shortest time possible

No Risk – Cancel at Any Time – 15 Day Money Back Guarantee

Popular Templates

Create a great Business Plan with great price.

• 400+ Business plan templates & examples
• AI Assistance & step by step guidance
• 4.8 Star rating on Trustpilot

Streamline your business planning process with Upmetrics .

Pizza Restaurant Business Plan Sample

This pizza restaurant business plan sample is focused on the flourishing growth of San Diego, California .  Pizza is one of the world’s most popular foods and California is the best selling state for pizzas.  Aside from being in demand to the younger generation, start-up costs are relatively low, and there is a large potential customer base for this industry.   Our pizza restaurant business plan writers created this sample.

Executive Summary

“Pizza Corner Inc.” (herein also referred to as “Pizza Corner” or “The company”) was incorporated on January 22nd, 2022 by the owner of Pizza Corner Inc, James Willliams. Pizza Corner currently operates as a take-out restaurant that sells fresh pizza with a substantial existing customer base and proven business model. 

As of July 17, Mr. Williams took over operations of Blaze Pizza and is preparing to relaunch as ‘Pizza Corner’, taking the business into a stage of growth and expansion with kitchen upgrades, leasehold improvement, and a revamping of menu offerings and brand marketing. 

Pizza Corner is seeking a $150,000 loan through the Small Business Administration for equipment purchases and leasehold improvements for the newly acquired business location. The company will use these funds to fund the purchase of necessary equipment to produce high-quality fried chicken and pizza and execute on leasehold improvements such as commercial kitchen upgrades and retrofits. 

With over 12 years of experience in the retail and restaurant industry, Mr. Williams is qualified and capable of leading this new business venture to success. He has past experience opening, owning and operating a successful restaurant in Kansas, as well as experience working his way up from a Sales Associate to Store Manager at 7-11. Mr. Williams is now pursuing his own goal of running a successful restaurant that serves high-quality, delicious food for youth, families, sports groups and professionals.

Mr. Williams has a goal to open multiple restaurant locations in attractive markets, using Pizza Corner as a brand name that is well known across Downtown San Diego. Williams’ goal is to use this flagship location to develop a strong reputation for top quality offerings of pizza, fried chicken and pizza, strong customer service, and a dedicated team of culinary professionals. 

Business Overview

Pizza Corner is a take-out pizza, chicken pizza, and fried chicken restaurant located in Downtown San Diego. The company was newly acquired by Mr. Williams, with a plan to update the existing pizza menu options and add unique chicken pizza and deep fried chicken options that come from a specialized in-house recipe. Pizza Corner will operate as a full service take-out restaurant that has a variety of options including combos, promotional and event bundles (such as sports events), and a la carte menu options. The restaurant will be open seven days a week till 10 or 11 pm serving dinner and late night crowds. 

Mission Statement

Our mission is to provide high quality, delicious pizza, fried chicken, and pizza to our community with superior customer service and unique menu offerings; attracting customers across all demographics, including youth, families, sports teams, and working professionals. 

Vision Statement 

Our vision is to open multiple Pizza Corner locations in key markets across Downtown San Diego  and become a top choice for pizza, fried chicken and pizza. 

Core Values

• Serve customers with unique menu offerings that are distinct from competitors 
• Become known as a top choice destination for pizza and pizza in the San Diego neighbourhood
• Achieve and maintain a profitable business 
• Attract a variety of customer types including youth, after school diners, sports teams, families, adults, and working professionals 
• Open multiple locations, with a goal of three locations by 2025
• Invest in our team and hire high quality culinary staff 

Since incorporating in July 2021, the company has achieved the following milestones: 

• Achieved a 100% buy out of previous owners, establishing James Williams as the sole owner and operator
• Acquired a business license in Downtown San Diego
• Secured a restaurant space to run the daily restaurant operations
• Created and launched a website that displays current up to date information and menu items
• Developed unique recipes for fried chicken and pizza 
• Achieved a current product profit margin of 60-65%

Goals and Objectives

• Successfully acquire $150,000 in financing from the Small Business Administration
• Upgrade the current kitchen to a full commercial grade kitchen with deep fryers and pizza ovens
• Acquire a company-owned delivery truck
• Grow the existing customer base at an increasing rate quarter over quarter
• Expand the menu to include new pizza offerings, chicken pizza, and fried chicken
• Establish the restaurant as a top choice for professionals and families living within 10km of the restaurant
• Attract all demographics including youth, professionals, sports teams, and families
• Successfully open two more profitable locations by 2025
• Hire Pizza Makers and kitchen staff, Line Cooks, a Delivery Driver and a Store Manager within the next three years

Market Analysis

Pizza Corner operates in the fast food restaurant industry. Relevant trends include fast food industry trends as well the population growth in Downtown San Diego. The following section will outline the government regulations that apply to operating a fast food establishment, market trends, and key competitors that are relevant to the company. 

Government Regulations

In order to operate a food establishment in California, it is required that owners and operators acquire a Health Operating Permit issued by the regional health authority. In order to obtain this permit, operators need to submit floor plans, food safety plans, sanitization plans, proof of FOODSAFE Level I Certification of all relevant employed staff, a copy of the menu, and additional information required by Environment Health Officers. Restaurants are subject to health inspection visits at any time to ensure the appropriate standards are being withheld throughout business operations. Additional permits that may be required include Municipal Permits and Licenses for waste disposal, grease interceptors, sign permits, sidewalk patios, and site developments. 

Market Trends 

Fast Food Industry

As of 2021, the fast food restaurant industry in the USA was valued at $27.6B with an annual growth rate of 2.8% between 2021-2026. There are approximately 21,092 fast food restaurants in the USA, with 43.1% of restaurants being on-premises limited service, 27.5% being drive through limited service, and 23.5% being off-premises (takeout) limited service establishments. Key drivers include consumer spending, consumer confidence, per capita meat consumption, and access to fast food establishments within 15km of a consumer’s household.  As the US economy continues to grow and consumer spending continues to increase, it is expected that diners will spend more on luxuries such as eating out and/or ordering food for take out. Additionally, demand for fast food will increase as more restaurants cater to specific dietary preferences, such as sustainably sourced meat, vegetarian options, or unique flavor profiles and flavors. 

Population Growth in San Diego, CA

As of 2021, San Diego had an estimated population of 110,000 residents, with an average annual population growth rate of .48%. As of the 2016 census, the average median household was $92,300, with a median age of 45.3 years old. The majority of the San Diego population is married (55.94%), with 24.57% of the population being under the age of 15. This is favorable for Pizza Corner, as the company values offering convenient, delicious food to youth, families and working professionals on the go. San Diego CA has seen an increase in residential construction in the past few years, indicating that more residents will be moving into the area, increasing the brand’s reach and ability to convert local residents to loyal customers to Pizza Corner. 

Key Competitors

Papa John’s Pizza: is an American pizza chain with headquarters located in Atlanta Georgia. It has over 5,000 locations globally in 44 different countries around the world. In the USA, there are 146 Papa John’s Pizza locations, with five located within the LA/White Rock/San Diego border.  Papa John’s offers a variety of pizzas, papadias, sides, desserts and drinks. Customers have the option to customize all pizza types, add dipping sauces, and bundle items in a combo order. Sides include Jalapeno Poppers, Cheddar Knots, Breadsticks, Garlic Knots and Chicken Poppers. Deserts include cookies, brownies, and pull-aparts. Papa Johns also offers a number of ongoing specials where customers can use promotions to bundle products, including 2 for 1, free upgrades, and discounts. Finally, Papa Johns has a rewards program called ‘Papa Rewards’ where frequent purchasers can put points towards discounts on future purchases. 

Pizza 64: is an American pizza franchise chain with locations in LA, San Francisco, Sacramento, and San Jose . Pizza 64 has eleven locations in the Lower Mainland, with two located on the LA/San Diego border. Pizza 64 offers a number of pizzas, pastas, salads and sides, with a focus on innovative and unique pizza flavours. These include Passion of India, Butter Chicken, Mexican Taco, and the Canucks Special. In addition to pizzas, Pizza 64 offers pizza (Teriyaki, BBQ, Hot and Honey Garlic) and has a variety of combo options including pizzas, pizza, potato wedges and pop. Pizza 64 also has a franchise inquiry form listed on their website for interested parties to request information about franchise opportunities.  

Pepperoni Cafe: is a dine in and take-out pizza shop located in the Boundary Park Plaza in LA, CA. Pepperoni Cafe offers dine-in, delivery and pick up and is open from midday to 8 pm daily. In addition to pizzas, Pepperoni Cafe offers Subs, Wraps and Sides, as well as an extensive pizza menu. pizza flavors include Teriyaki, Hot, Buffalo, BBQ, Spicy Thai Peanut, Salt and Pepper and Hotiyaki. Additionally, Pepperoni Cafe has a variety of alternative menu options to cater to various dietary preferences including Gluten Free crusts and plant-based dairy. 

Products and Services

Pizza Corner will have an up-to-date menu with an assortment of freshly cooked pizza, pizza, chicken, breadsticks, and sides. The menu will change to reflect fresh, in season toppings, and include an assortment of specials, combos, and bundling promotions. 

Pricing Model

Garlic Toast and Bread Sticks

Competitive Advantage  

Pizza Corner’s competitive advantage is based on Mr. Williams’ longtime experience and expertise in running, managing and marketing fast food restaurant products. He has the experience and expertise to recognize trends in fast food restaurant dining and create menu items that attract and engage different demographics turning them into loyal customers. 

Pizza Corner has developed a unique selling point based on its menu of unique pizza flavors, expert deep-fried chicken, and a specialized wing menu. In addition to the existing customer base of pizza diners, the fried chicken and pizza menu items will attract new demographics and add to the existing customer base. In particular, Mr. Williams has conducted research that confirms that younger diners between the ages of 16-25 that are sports fans are highly likely to purchase pizza and pizza combos. Having a wide variety of menu items will attract new customers, bringing in new diners in the company’s current radius of 10km. With a rebrand and updating of menu items with exciting new offerings, the company will attract new and existing diners, subsequently turning them into longtime loyal customers. 

Key Success Factors

Pizza Corner key success factors are as follows:

• Increasing daily rate of products sold
• Decreasing the number of unsold products thrown out 
• Increasing rate of return customers
• Increasing rate of new customers
• Increasing daily customer volume 
• Number of positive reviews on google, facebook, and by word of mouth
• An increasing number of walk-ins quarter over quarter 
• High sales volume on promotional materials and bundling products 
• Positive profitability 
• High staff retention and satisfaction

Have Questions? Looking To Get Started?

• Your Name *
• Email Address *
• Phone Number

Sales and Marketing Plan

Pizza Corner will operate as a take-out restaurant offering pick up and delivery. The company will prioritize marketing and selling to customers that live within a 10km radius of the store, while also increasing brand awareness and recognition to support further expansion goals in the next three years. Mr. Williams has plans to implement a robust sales and marketing strategy to target new customers and generate awareness of the restaurant and its exciting menu items. 

Target Customer

The company has identified target customers to be residents that live within a 10km radius of the restaurant location. These customers are likely to choose Pizza Corner for multiple dining occasions, lowering the overall cost of customer acquisition and creating recurring revenue over time. Pizza Corner aims to attract diners aged between 5-65, including working professionals, families, individuals, students, sports teams and community associations. For chicken wing menu items, in particular, Mr. Williams has identified young diners (under the age of 25), sports fans, and sports teams to be the target demographic, as these three segments are shown to eat chicken pizza more than other segments. 

The restaurant is located in a plaza with a liquor store and Safeway. This is an advantageous position as the restaurant will be exposed to customers who are shopping at these stores and has the opportunity to convert these shoppers into customers. In order to attract and engage new audiences, the company will target these shoppers by advertising promotions and deals for passersby in order to bring them into the restaurant to place orders. 

Working Professionals

• Resides or works in LA / San Diego, CA
• All genders
• 20 – 55 Years of Age
• Medium Income Quintile ($40,000 – $85,000 / year)
• Hobbies / Interests: Seeing friends/family, investing, variety of hobbies
• Marital Status: Most commonly single
• Pain Points: Requires delicious, reasonably priced meals.
• Educational Level: High School – University Graduate
• Either High School or University Students
• 15 – 25 years of age
• Low Income Quintile ($0 – $35,000 / year)
• Hobbies / Interests: social media, movies, hanging out with friends
• Pain Points: Looking for low-reasonably priced meals that are provided quickly
• Educational Level: High School – College

Sports Teams

• Sports teams based in, or playing in LA or San Diego, CA
• 75% Male / 25% Female
• 15 – 35 years of age
• Hobbies / Interests: watching / playing sports, hiking, camping
• Marital Status: Single, Engaged, Married
• Pain Points: Looking for a restaurant that can accommodate 15 – 20 people
• Educational Level: High School – University 

Key Channels

Mr. Williams plans to use marketing to continuously engage existing customers in Pizza Corner offerings to foster repeat purchases and customer loyalty while also educating and engaging new demographics that have been defined as target customers. Pizza Corner will advertise using the following methods:

Organic Social Media Advertising: The company will use social media channels such as Facebook and Instagram to promote Pizza Corner, posting on a regular basis with menu upgrades, promotions, and discounts. In addition to regular posts, Mr. Williams will post on days where there are sporting or other events to promote the restaurant as a good addition to game day celebrations and post-match traditions.

Paid Online Advertising: Mr. Williams will leverage Google Ads to promote Sunshine Hill and Pizza Corner to target demographics in key areas. By using Google Ads, Mr. Williams will be able to strategically target customers located within 10km of the restaurant locations who search keywords such as ‘pizza’ ‘chicken pizza’ ‘take out’ or ‘restaurants near me’ to generate awareness and consideration for the restaurant. The goal of this strategy is to convince new customers to try the restaurant, drawing them to the website to make an online order for delivery or pick up.

Third Party Delivery Services: The company will leverage third party delivery services such as DoorDash, UberEats and Skip The Dishes to advertise the restaurant to customers. As many customers now use these apps exclusively to find take-out dining options, this will allow Pizza Corner to promote their products to customers that are actively searching for a dining option. Additionally, using a third party delivery service enables  the company to leverage outside delivery driver networks without having to invest in their own vehicle or delivery driver staff. 

Grand Opening Event: Mr. Williams plans to launch a grand opening event once the full rebrand is complete and Pizza Corner is ready to launch. This event seeks to invite target customers and community members to try pizza and receive a discount or promotional combo. This will help the company jumpstart awareness generation, and support word of mouth marketing in the local Downtown San Diego community.  

Key Performance Indicators

Pizza Corner will monitor progress by referring to the following key performance indicators (KPI’s) at quarterly management and daily shift meetings:

• Profitability ratios
• Number of repeat customers 
• Number of new customers
• Sales volume (Month-to-date, Year-to-date)
• Positive reviews and five-star feedback 
• Product turnover rate 
• Staff turnover rate
• Revenue per customer 
• Time to be served 
• Number of complaints 

SWOT Analysis

Operational Plan

Pizza Corner is a take-out restaurant in Downtown San Diego. The following section will outline the operational plan and processes for business operations, capital funds deployment, as well as the relevant risks associated with the fast food restaurant industry. 

Operational Process

The company will have operating hours of Monday through Thursday from 3pm-10pm, Friday and Saturday from 11am-11pm, and Sunday 11am-10pm. The restaurant will accept orders online, over the phone, by walk-in and from third party delivery services such as DoorDash and UberEats. Pizza, fried chicken and pizza will be delivered to customers via delivery, or by pick up. 

Equipment & Inventory

The company will use the funds to upgrade the existing kitchen to a full commercial kitchen including a number of deep fryers and pizza ovens. 

The Pizza Corner San Diego location is situated at 1655 N Harbor Dr San Diego, CA 92101

Risk Analysis

Lack of ability to differentiate from competitors: Due to the high number of pizza and wing fast-food restaurants in the Lower Mainland, there is a high amount of competition in this sector. This is a risk as it may force Pizza Corner to heavily compete on price, resulting in increasingly aggressive discounting strategies and eroding profit margins over time. The company can mitigate this challenge by consistently updating the menu with new and exciting items, and offering a unique number of pizza and pizza combos, promotions and bundling discounts. Mr. Williams has developed unique recipes for his menu items that will provide a unique selling point, allowing him to differentiate his restaurant from competitors.

Growing concern over the health risks of fast food: Recent consumer trends have seen increased focus and concern over the health and nutritional benefits of food. This is a risk to Blaze Pizza, as the company falls into the fast-food category which typically is a high calorie, high fat dining choice. However, Pizza Corner has developed a strong value proposition and positioning in the market to attract customers that are looking for an experience, versus eating purely for nutritional benefits. These experiences may be gathering with friends and family, watching a sporting event, or celebrating after a sports game. As such, the health profiles are not a main focus or selling point for the company and will not impact sales to a significant extent. 

Supply chain shock and climate change: Since the company relies heavily on access to fresh produce and meat products, it is susceptible to various supply chain disruptions such as climate change, extreme weather events, and emergency events such as pandemics. However, by developing long term relationships and solid partnerships with a variety of food distributors and suppliers, the company will be able to ensure diversification. This means that if one supplier is unable to deliver products, Pizza Corner will still be able to source necessary ingredients to continue business as usual. 

Management Team

James Williams 

Owner and Operator

Mr. Williams has twelve years of experience in the retail and restaurant industry both in the US and internationally. His experience includes working at a Kentucky Fried Chicken (KFC) at Taylor, a busy central location in Louisville, KY and opening and operating his own restaurant in Indonesia. Upon moving to California, Mr. Williams  worked at 7-11 from 2017-2021, working his way up from Associate to Store Manager. During his management tenure with 7-11, Mr. Williams won the Brand Excellence Award for consistently surpassing sales targets. As of 2021, Mr. Williams quit his job at 7-11 to pursue his dream of running his own successful restaurant chain. 

In addition to his professional experience, Mr. Williams holds a Bachelor’s Degree in Business Studies from University of Louisville. His educational and professional background has given him the skills, experience and knowledge necessary to bring this new venture to success. He is committed to growing Pizza Corner to become a successful and profitable restaurant chain with several locations in key areas throughout Downtown San Diego. 

Recruitment Plan

Mr. Williams will recruit via traditional recruitment techniques such as Indeed, Glassdoor, and Workopolis. Additionally, Mr. Williams will leverage his industry connections to attract and retain top talent in the restaurant industry. Within the next three years the company will recruit the following staff members:

Pizza Maker / Kitchen Staff

Responsibilities Include:

• Preparing pizza dough, sauces, and various toppings, such as tomatoes, peppers, mushrooms, onions, and meats.
• Preparing high-quality pizzas according to company recipes.
• Cleaning workstations before pizza preparation.
• Ensuring that all utensils and cooking equipment are sterilized before each use.
• Packaging pizzas accordingly.
• Managing all food order slips and ensuring that customers’ orders are completed in a timely manner.
• Disposing of expired or spoiled ingredients at the end of each shift.

Chicken Line Cook  

Responsibilities Include:  

• Prepare chicken following specific methods and recipes 
• Maintain sanitation, health, and safety standards in work areas. 
• Clean food preparation areas, cooking surfaces, and utensils.
• Operate large-volume cooking equipment such as grills, deep-fat fryers, or griddles.
• Verify that prepared food meets requirements for quality and quantity.
• Have the ability to work on several different orders simultaneously.
• Clean, stock, and restock workstations and display cases 

Delivery Driver

Responsibilities Include: 

• Drive delivery vehicle
• Load and unload products to be delivered
• Inspect the vehicle regularly
• Plan delivery routes in order to minimize delivery times
• Deliver items by the required delivery date and time
• Add fuel and inspect the delivery vehicle regularly 
• Collect payment from customers and provide proof of delivery

Store Manager

• Keep track of inventory and place orders with suppliers
• Create staffing schedules 
• Monitor the restaurant’s sales and P&L statements
• Hire and train staff
• Ensure health and safety protocols are met at all times
• Have strong organizational and people management skills

Financial Plan

We have developed custom financial projections for this pizza restaurant business plan.

Pro Forma Income Statement

Pro Forma Cash Flow Statement

Pro Forma Balance Sheet

Let's Get Started!

How can we help you.

Get in touch with us or visit our office

Pizza Shop Business Plan Template

Pizza shop operations plan.

While the earlier sections of your business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections as follows.

Everyday short-term processes include all of the tasks involved in running your pizza shop business, such as food preparation, cooking, food & supply inventory, customer service and daily maintenance.

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to serve your 100 th pizza, or when you hope to reach $X in revenue. It could also be when you expect to grow your client database to X amount or launch a new location.

PIZZA SHOP BUSINESS PLAN OUTLINE

• Pizza Shop 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
• Pizza Shop Business Plan Summary

Other Helpful Business Plan Articles & Templates

• Business Plan for Investors
• Bank/SBA Business Plan
• Operational/Strategic Planning Services
• L1 Visa Business Plan
• E1 Treaty Trader Visa Business Plan
• E2 Treaty Investor Visa Business Plan
• EB-1 Business Plan
• EB-2 NIW Business Plan
• EB-5 Business Plan
• Innovator Founder Visa Business Plan
• Start-Up Visa Business Plan
• Expansion Worker Visa Business Plan
• Manitoba MPNP Visa Business Plan
• Nova Scotia NSNP Visa Business Plan
• British Columbia BC PNP Visa Business Plan
• Self-Employed Visa Business Plan
• OINP Entrepreneur Stream Business Plan
• LMIA Owner Operator Business Plan
• ICT Work Permit Business Plan
• LMIA Mobility Program – C11 Entrepreneur Business Plan
• USMCA (ex-NAFTA) Business Plan
• Franchise Business Plan
• Landlord business plan
• Nonprofit Start-Up Business Plan
• USDA Business Plan
• Cannabis business plan
• Ecommerce business plan
• Online boutique business plan
• Mobile application business plan
• Daycare business plan
• Restaurant business plan
• Food delivery business plan
• Real estate business plan
• Business Continuity Plan
• Pitch Deck Consulting Services
• Financial Due Diligence Services
• ICO whitepaper
• ICO consulting services
• Confidential Information Memorandum
• Private Placement Memorandum
• Feasibility study
• Fractional CFO
• How it works
• Business Plan Examples

Pizzeria Business Plan Sample

OCT.04, 2013

Introduction

Everyone loves pizza, but as with any business plans for pizzeria , passion alone will not make it a success. Starting a restaurant business is a high cost proposition, so the pizzeria business plan will need an in-depth financial section. The financial plan includes detailed information on the projected revenues and expenses, hourly labor costs, start-up capital expenses, equipment investments, and much more. A detailed personnel plan is required because a staff shortage can quickly hurt a pizzeria’s ability to provide quality and timely customer service. Many restaurants do fail, unfortunately, so banks and private investors will carefully analyze sales projections and break-even analysis in relationship to the targeted market and competition. As experienced investors, they can spot overly ambitious projections, so ensure your financial statements are well researched and realistic.

Executive Summary

Your executive summary is a broad overview of the business plan for a pizzeria  and should give the reader just enough information to make them want to read more.

For this reason, it is normally written last, using one or two lines from each of the other sections of the business plan for a pizzeria .

It’s important to grab the reader’s attention, so show your passion for the business plans for pizzeria and the market sector knowledge you have that will make it a success.

Company Overview and Description

Setting up your company correctly from the very beginning will pay dividends in the long run. This section is often the shortest in your business plan for a pizzeria , but very important.

Provide a brief summary of the whole company, and a short history for an existing company or the reason for forming the company if new business plans  for pizzeria .

Explain the type of business structure, such as a partnership or limited company, and who owns the company. Your pizza place business plan should also describe the physical location of your business plans for pizzeria and whether the premises are rented or bought.

The services section of your pizza parlor business plan should describe what you are offering your customers. Will the business plans for pizzeria be a restaurant only, takeout only or a combination of the two? Will you offer food delivery services ? Do you intend to expand the range of services in the future? Perhaps an online ordering system will make you stand out from the competitors?

Market Analysis

Knowing the local market is essential to your success and a business plan for a pizzeria  establishment must include detailed information on this.

What is your local competition and how will your business plans for pizzeria stand out from the crowd? Will your business have a unique selling point missed by the others?

Is the business plans for pizzeria restaurants in your area growing or shrinking? What is driving the market and how can you make sure your business thrives against the competition?

This section of your pizza takeaway business plan should describe the management structure within the company and give more information on the people holding important roles.

Describe who is in charge of marketing, sales, administration and other areas that require management. For the critical roles, give details of the persons experience in the business plans for pizzeria area, their qualifications and why they are suitable for the job. A copy of their CV can also be included along with details of their remuneration package.

This may seem excessive, but if your business plan for a pizzeria is being written to interest investors then a qualified management team is essential to your success.

Provide an organizational chart, showing top management right down to the staff making and selling the pizza.

Marketing plan

Information in this section should cover the 4 Ps of marketing: product, price, place and promotion. The 4 Ps cover what you are selling, the pricing structure, where you will sell your products from and how you contact your target market.

A business plan for a pizzeria will need to cover each of these aspects in detail to convince the reader that you know your target market and have a solid plan to make sure your customers find your business plans for pizzeria .

Financial plan

If you need investors to provide start-up funding, then your pizzeria business plan must include key accounting reports showing the business viability.

The income statement or P&L gives an overview of your company’s income and expenses, showing the net income. For a new business plans for pizzeria , an estimation will need to be generated for the coming year.

The balance sheet is a snapshot of the financial position at a specific time and shows what you own, what is owed to you and what you owe to others.

Last, the cash flow statement covers a specific time period, such as a quarter, and your income and expenses during that period.

Taken together, the reports should persuade your investors that the company will make a profit.

Pizzeria Franchise Business Plan

Do you want to start a business that can take care of your passion for food as well? Well, if you are a baking enthusiast and possess a desire to build wealth and empire, launching pizzeria franchise can be the best startup choice for you.

Established in 1960, Pizzeria has been earning fame for its Italian foods, brick oven pizzas, and fresh, diced toppings. The restaurant holds millions of the market share and enjoys a good reputation among consumers from all walks of life. At present, pizzeria franchises are running in a few U.S. states. So, it has immense opportunities to explore in other parts of the U.S.

To enter this venture, first thing that you need to do is making a pizzeria franchise business plan. Like all other food franchise business plans, it should describe the executive and company summary, menu, operational plan to link with stakeholders, personnel plan, marketing plan and a detailed financial plan.

To assist you in making a business plan, this pizzeria franchise business plan sample will shed light on all these components by providing segments from original business plan for Pizzeria franchise startup in Atlanta.

This sample business plan pizzeria franchise will specifically outline the segments that were developed by professional business consultants. And that helped the franchise generate $30k per month in profits by the end of just first year of the launch.

In case you want to have an even deeper insight, you may visit restaurant franchise business plan sample for straw hat pizza franchise or dominos pizza franchise.

How to order writing business plan for a pizzeria

OGS Capital consultants are experts in the development of a variety of business plans for restaurant start-ups and expansions. If you are ready to prepare a business plan for a pizzeria  restaurant , simply complete the online contact form to get the process started.

Frequently asked questions of pizzeria

• Are business plans for pizzeria for a start-up, franchise or expansion of existing business?
• Does the pizzeria follow a dine-in, takeout, or delivery model or any combination of the three types of services?
• How will the pizzeria brand itself to differentiate the business plans for pizzeria from the competition, i.e. upscale, local and friendly, family-oriented, healthy or organic ingredients, etc?
• Who are the direct competitors? Are grocery stores indirect competitors?
• What are the menu options and pricing? Will more than pizza be offered?
• What suppliers will provide recipe ingredients and restaurant supplies‘? How will rising commodity prices be managed and controlled over the long-term?
• Where will the pizzeria be located, and will the space be leased or the building purchased? ls there a floorpan?
• Does the local market analysis show projected population growth providing the business new opportunities for future growth?
• Does your pizza shop business plan should clearly indicate how much money is needed for start-up and pre-opening costs?
• ls the specific target market segment identified, and what are the demographics of those who will be likely customers‘?
• How much money will be invested in equipment, including ovens, stoves, drink machines, dining area furniture, etc.?
• How will the pizzeria be marketed and advertised, and what promotions are planned to attract customers, i.e. special events, meal coupons and discounts, rotating menu, frequent buyer cards, etc?

Download example pizzeria business plan pdf

Professional writers OGS capital specialized also on theme such as business plan for a seafood restaurant , starting coffee roasting business , start a barbecue business , restaurant business plan , Indian restaurant business plan , food business plan and many other business plans.

OGSCapital’s team has assisted thousands of entrepreneurs with top-rate business plan development, consultancy and analysis. They’ve helped thousands of SME owners secure more than $1.5 billion in funding, and they can do the same for you.

Add comment

E-mail is already registered on the site. Please use the Login form or enter another .

You entered an incorrect username or password

Comments (0)

mentioned in the press:

Search the site:

OGScapital website is not supported for your current browser. Please use:

Free Download

Pizzeria Business Plan Template

Download this free pizzeria business plan template, with pre-filled examples, to create your own plan..

Or plan with professional support in LivePlan. Save 50% today

Available formats:

What you get with this template

A complete business plan.

Text and financials are already filled out and ready for you to update.

• SBA-lender approved format

Your plan is formatted the way lenders and investors expect.

Edit to your needs

Download as a Word document and edit your business plan right away.

• Detailed instructions

Features clear and simple instructions from expert business plan writers.

All 100% free. We're here to help you succeed in business, no strings attached.

Get the most out of your business plan example

Follow these tips to quickly develop a working business plan from this sample.

1. Don't worry about finding an exact match

We have over 550 sample business plan templates . So, make sure the plan is a close match, but don't get hung up on the details.

Your business is unique and will differ from any example or template you come across. So, use this example as a starting point and customize it to your needs.

2. Remember it's just an example

Our sample business plans are examples of what one business owner did. That doesn't make them perfect or require you to cram your business idea to fit the plan structure.

Use the information, financials, and formatting for inspiration. It will speed up and guide the plan writing process.

3. Know why you're writing a business plan

To create a plan that fits your needs , you need to know what you intend to do with it.

Are you planning to use your plan to apply for a loan or pitch to investors? Then it's worth following the format from your chosen sample plan to ensure you cover all necessary information.

But, if you don't plan to share your plan with anyone outside of your business—you likely don't need everything.

See why 1.2 million entrepreneurs have written their business plans with LivePlan

More business planning resources

Industry Business Planning Guides

How to Create a Business Plan Presentation

Business Plan Template

How to Write a Business Plan

Simple Business Plan Outline

How to Write a Business Plan for Investors

How to Start a Business With No Money

10 Qualities of a Good Business Plan

Download your template now

Need to validate your idea, secure funding, or grow your business this template is for you..

• Fill-in-the-blank simplicity
• Expert tips & tricks

We care about your privacy. See our privacy policy .

Not ready to download right now? We'll email you the link so you can download it whenever you're ready.

Download as Docx

Download as PDF

Finish your business plan with confidence

Step-by-step guidance and world-class support from the #1 business planning software

From template to plan in 30 minutes

• Step-by-step guidance
• Crystal clear financials
• Expert advice at your fingertips
• Funding & lender ready formats
• PLUS all the tools to manage & grow

The quickest way to turn a business idea into a business plan

Fill-in-the-blanks and automatic financials make it easy.

No thanks, I prefer writing 40-page documents.

Discover the world’s #1 plan building software

More From Forbes

How To Write A Basic Business Plan

• Share to Facebook
• Share to Twitter
• Share to Linkedin

Creating a successful business starts with a strong plan. Regardless of your experience level, learning how to write a basic business plan is essential to mapping out your company's path to success. With a clearly defined plan, you can identify potential challenges, set goals, and create a roadmap for growth.

Business plans can be incredibly beneficial for entrepreneurs in any stage of their business venture. Whether you're just starting out or seeking funding to expand, a well-crafted business plan can serve as a roadmap for success. Not only does it provide direction for your business, but it can also help you identify potential roadblocks, set realistic goals, and track your progress over time.

A well-written business plan can help potential investors or lenders understand your business model , mission, and strategies, making it easier for them to provide the resources you need to grow your business. So, if you're looking for a tool to help ensure your business's success, consider crafting a comprehensive and engaging business plan.

Your business plan doesn't become obsolete once your business is up and running. In fact, your business plan can continue to guide your decision-making even after your doors are open. Your plan serves as a blueprint for success and can remind you of your original goals and objectives.

By referring back to your business plan, you can ensure that your decisions align with your overall mission and vision for your company. With a solid business plan in place, you can keep your business on track and ensure that you continue to achieve your goals as your business grows and evolves.

Best High-Yield Savings Accounts Of 2024

Best 5% interest savings accounts of 2024, business plan basics.

At its core, a business plan is a written description of your company's future. It outlines what you plan to do and how you plan to do it.

Here is what you typically find in a basic business plan:

1. Executive Summary

A snapshot of your business plan as a whole, touching on your company’s profile, mission, and the main points of your plan. Think of it as an elevator pitch that presents your company's profile and core mission in a concise yet engaging manner.

2. Company Description

A more detailed look at your business goals, and what sets it apart in the marketplace. It is imperative to stand out from the competition to succeed, so list your differentiators and how you add value.

3. Market Analysis

It involves delving into your industry, identifying potential customers, and analyzing your competition to develop a strong understanding of the market. By garnering this knowledge, you can tailor your marketing and sales strategies to better meet the needs of your target audience.

4. Organization and Management

Your business's legal structure, organizational structure, and product or service life cycle. By keeping a close eye on your organization and management, you can ensure that your business is positioned for success in the long term.

5. Marketing and Sales Strategy

How you plan to attract and retain customers. It's not enough to simply offer a great product or service, you need to be able to effectively communicate your value proposition to your target audience.

6. Funding Request

If you are seeking funding, how much you need and what it will be used for. Securing funding can be a crucial component to kickstarting your business ventures.

7. Financial Projections

Projecting your profits, losses, and cash flow helps you plan in advance and make informed decisions. By crunching the numbers and analyzing past data, you can estimate future earnings and get a better understanding of your company's financial health.

8. Appendix

This is where you can include any additional information, such as resumes, permits, leases, and other legal documentation.

The bottom line is that a well-crafted business plan not only provides direction and structure but also helps you articulate your vision and goals. With a clear understanding of your target audience, competition, and financial projections, you're better equipped to make informed decisions and navigate the complexities of running a business. Ultimately, a business plan is an investment in your success, and it's essential for building a viable business.

Melissa Houston, CPA is the author of Cash Confident: An Entrepreneur’s Guide to Creating a Profitable Business . She is the founder of She Means Profit, which is a podcast and blog . As a Finance Strategist for small business owners, Melissa helps successful business owners increase their profit margins so that they keep more money in their pocket and increase their net worth.

The opinions expressed in this article are not intended to replace any professional or expert accounting and/or tax advice whatsoever.

• Editorial Standards
• Reprints & Permissions

• Phone: +90 (212) 875 19 08
• E-Mail: [email protected]

• Company Profile
• Company Policy
• Mission and Vision
• Certificates
• Aluminium Windows
• Aluminium Doors
• Aluminium Sliding Elements
• Aluminium Curtain Walls
• Aluminium Skylight Elements
• Aluminium Frames for Safety and Security
• Aluminium Conservatories
• Metal Panel Sheet Claddings
• Aluminium Entrance Frames
• Glass Structures
• Complementary Items
• Lightweight Steel Structures
• Human Resources OPEN

First successful projects, then lasting relationships!

As it has been in the past 40 years, Mimsa believe in providing competitive prices without compromising their principles of quality. We have managed to create lasting relationships based on honesty and cooperation while adding new customers each year.

Nothing is more important for us than Customer satisfaction!

Mimsa prioritizes customer satisfaction in the services they provide, and strives to understand the customers’ requests thoroughly in order to fulfil their needs and expectations. According to Mimsa Aluminium, every single customer should always be provided with the quality and services above expectations.

Every single completed project is the beginning of a lasting relationship for us.

Mimsa executes every project with experience and knowledge, while continuously improving itself and its high-quality production. Therefore, Mimsa never regards a project as a completed business. Every single project is a successful representation of lasting relationships. Thus, Mimsa pay great attention to post-sale support and keep on supplying uninterrupted support to their customers after completion.

It is very important for us that every single project we execute creates value to our workers, community and environment!

Aiming to create value for the community, environment and humankind in each project. Mimsa perceive that the occupational training of its employees and the new entrants to the workforce gets these individuals well equipped for the industry and community, and so does whatever needed without second thoughts.

• Share full article

Advertisement

Supported by

United Airlines Flight Arrives at Oregon Airport Missing an External Panel

No one realized that the panel from the plane, a Boeing 737-800, was missing until it had landed safely, the airline said.

By Jesus Jiménez

A United Airlines flight that took off on Friday morning from San Francisco International Airport landed in Oregon missing an external panel, the Federal Aviation Administration said.

The panel was found to be missing after the plane, a Boeing 737-800, landed safely at its scheduled destination at Rogue Valley International Medford Airport in Oregon and parked at a gate, United Airlines said in a statement. It was unclear when or how the panel went missing.

According to the airline, there was no indication of any damage to the plane during the flight, and the aircraft did not declare an emergency on its way to the Medford airport.

“We’ll conduct a thorough examination of the plane and perform all the needed repairs before it returns to service,” the airline said. “We’ll also conduct an investigation to better understand how this damage occurred.”

The plane was carrying 139 passengers and a crew of six, according to United Airlines. No injuries were reported.

The plane has been in service for more than 25 years, and it was from a previous generation of 737 aircraft, according to Airfleets.net, a website that tracks aircraft information.

The airport briefly paused operations to inspect the runway, and resumed flights after no debris was found on the airfield, Amber Judd, the director of the Medford airport, said in an email.

Boeing referred questions about the flight to United Airlines. The F.A.A. said it planned to investigate the episode.

The discovery of the missing panel on Friday came as Boeing has faced heavy scrutiny in recent weeks after a door-sized section blew off a Boeing 737 Max 9 Alaska Airlines flight in January just minutes after it had taken off from Portland, Ore. There were no major injuries during the flight, but the frightening episode, which was recorded on video, prompted government officials to look into quality control at Boeing.

After the January flight, the F.A.A. began a six-week audit of Boeing, which found “multiple instances” in which the plane maker had failed to follow through with quality-control requirements.

Since then, there have been a number of issues with flights on Boeing aircraft.

On March 8, a United Airlines flight that had landed at George Bush Intercontinental Airport in Houston rolled into the grass as the plane, a Boeing 737, exited onto the taxiway, according to the F.A.A.

In February, a Madrid-bound American Airlines flight, a Boeing 777, diverted to Boston Logan International Airport with a cracked windshield shortly after it had departed from Kennedy International Airport in New York.

Jesus Jiménez covers breaking news, online trends and other subjects. He is based in New York City. More about Jesus Jiménez

Boeing: A Company in Turmoil

Boeing is weathering a particularly difficult period: two fatal crashes, a loose panel that blew out during a flight, quality concerns and production slowdowns..

Recent Incidents : A Boeing 737-800 plane that took off on March 15 from San Francisco landed in Oregon missing an external panel . Earlier in the week, a Boeing 787 Dreamliner plane suddenly plunged on a flight to New Zealand , injuring passengers.

Alaska Airlines Flight 1282: After a section of a plane headed for Ontario, Calif., blew out  10 minutes after it took off , there was increased scrutiny  on the plane’s manufacturer: Boeing . The Justice Department has since launched a criminal investigation .

Quality Control Issues: An audit that was initiated by the Federal Aviation Administration after the Alaska Airlines incident found dozens of problems  throughout Boeing’s manufacturing process and one of its key suppliers.

Whistleblower’s Death: John Barnett, a former quality manager for the company, was found dead in Charleston  in March with what appeared to be a self-inflicted gunshot wound. He was set to testify in a lawsuit in which he accused Boeing of retaliation for his complaints about quality and safety.

At Fault: A report released in February by the Federal Aviation Administration said that Boeing’s safety culture remains flawed , despite improvements made after two fatal crashes  in 2018 and 2019.

Solving an Enduring Crisis: The Federal Aviation Administration has asked Boeing to produce an action plan  to address quality control issues. We asked experts how Boeing should try and fix its longstanding problems .

United of Omaha Beats Benefits Suit Over Pizza Cook’s Long Covid

By Jacklyn Wille

A former pizza cook at Arkansas’ Hendrix College lost his lawsuit seeking long-term disability benefits from United of Omaha Life Insurance Co. on account of ailments he says stem from his 2020 infection with Covid-19.

The medical records submitted by the cook “show uncertainty rather than clarity,” which isn’t enough to justify an award of benefits under his long-term disability plan, Judge D.P. Marshall Jr. said in a March 15 opinion awarding summary judgment to the insurer. The records reflect the cook’s complaints of “brain fog,” but he underwent extensive testing and evaluations that produced largely normal results, Marshall said. ...

Learn more about Bloomberg Law or Log In to keep reading:

Learn about bloomberg law.

AI-powered legal analytics, workflow tools and premium legal & business news.

Already a subscriber?

Log in to keep reading or access research tools.

An official website of the United States government

Here’s how you know

The .gov means it’s official. Federal government websites often end in .gov or .mil. Before sharing sensitive information, make sure you’re on a federal government site.

The site is secure. The https:// ensures that you are connecting to the official website and that any information you provide is encrypted and transmitted securely.

View all Consumer Alerts

Get Consumer Alerts

Credit, Loans, and Debt

Learn about getting and using credit, borrowing money, and managing debt.

View Credit, Loans, and Debt

Jobs and Making Money

What to know when you're looking for a job or more education, or considering a money-making opportunity or investment.

View Jobs and Making Money

Unwanted Calls, Emails, and Texts

What to do about unwanted calls, emails, and text messages that can be annoying, might be illegal, and are probably scams.

View Unwanted Calls, Emails, and Texts

Identity Theft and Online Security

How to protect your personal information and privacy, stay safe online, and help your kids do the same.

View Identity Theft and Online Security

• Search Show/hide Search menu items Items per page 20 50 100 Filters Fulltext search

Refunds for Benefytt customers who paid for health plans and products

Did you pay  Benefytt , which also did business as “MyBenefitsKeeper,” for a health plan or product that didn’t deliver the comprehensive insurance coverage the company promised? You might be getting some of your money back.

The FTC will return nearly $100 million dollars to Benefytt customers who paid for health plans the FTC says were falsely marketed as comprehensive health insurance or an “Obamacare” plan under the Affordable Care Act (ACA).

Here’s what to know about refunds:

• Customers who paid Benefytt $1,000 or more between 2017 and 2022 will get some money back. Checks will be mailed automatically and should arrive within the next two weeks.
• Cash or deposit the check as soon as possible. Refund checks expire after 90 days. 
• For more information or questions, call the refund administrator, Epiq Systems, at 888-574-3126.
• The FTC never requires you to pay money or give account information to cash a refund check. Anyone who contacts you and says they’ll help you file for a refund or get your money back — if you pay them first — is a scammer.

Before you sign up for health coverage or products:

• Compare plans, coverage, and prices at a trusted source .  HealthCare.gov and state marketplaces are the first stop for information about comprehensive, ACA-compliant health insurance coverage.
• Find out more about the seller.  Ask for the name of the agent and the agency that's offering you a plan. Search online for the names plus “complaint,” “scam,” or “fraud.” Read what others are saying.
• Check with your  state insurance commissioner’s office  to see if they have a license and find out if there are complaints. If they don’t have a license, what they’re selling is not insurance.

Resist pressure to make a decision on the spot. Legitimate health plans won’t pressure you to make a decision on the spot, and they’ll always give you a chance to compare their plan with other options.

Add new comment

Read our privacy act statement.

It is your choice whether to submit a comment. If you do, you must create a user name, or we will not post your comment. The Federal Trade Commission Act authorizes this information collection for purposes of managing online comments. Comments and user names are part of the Federal Trade Commission’s (FTC) public records system, and user names also are part of the FTC’s  computer user records  system. We may routinely use these records as described in the FTC’s  Privacy Act system notices . For more information on how the FTC handles information that we collect, please read our privacy policy .

Read Our Comment Policy

The purpose of this blog and its comments section is to inform readers about Federal Trade Commission activity, and share information to help them avoid, report, and recover from fraud, scams, and bad business practices. Your thoughts, ideas, and concerns are welcome, and we encourage comments. But keep in mind, this is a moderated blog. We review all comments before they are posted, and we won’t post comments that don’t comply with our commenting policy. We expect commenters to treat each other and the blog writers with respect.

• We won’t post off-topic comments, repeated identical comments, or comments that include sales pitches or promotions.
• We won’t post comments that include vulgar messages, personal attacks by name, or offensive terms that target specific people or groups.
• We won’t post threats, defamatory statements, or suggestions or encouragement of illegal activity.
• We won’t post comments that include personal information, like Social Security numbers, account numbers, home addresses, and email addresses. To file a detailed report about a scam, go to ReportFraud.ftc.gov.

We don't edit comments to remove objectionable content, so please ensure that your comment contains none of the above. The comments posted on this blog become part of the public domain. To protect your privacy and the privacy of other people, please do not include personal information. Opinions in comments that appear in this blog belong to the individuals who expressed them. They do not belong to or represent views of the Federal Trade Commission.

We've detected unusual activity from your computer network

To continue, please click the box below to let us know you're not a robot.

Why did this happen?

Please make sure your browser supports JavaScript and cookies and that you are not blocking them from loading. For more information you can review our Terms of Service and Cookie Policy .

For inquiries related to this message please contact our support team and provide the reference ID below.