coffee roaster business plan pdf

Coffee Roaster Business Plan Template

Written by Dave Lavinsky

Over the past 20+ years, we have helped over 1,000 entrepreneurs and business owners create business plans to start and grow their coffee roaster businesses. On this page, we will first give you some background information with regards to the importance of business planning. We will then go through a coffee roaster business plan template step-by-step so you can create your plan today.

Download our Ultimate Business Plan Template here >

What Is a Business Plan?

A business plan provides a snapshot of your coffee roaster business as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategy for reaching them. It also includes market research to support your plans.

Why You Need a Business Plan

If you’re looking to start a coffee roaster business, or grow your existing coffee roaster business, you need a business plan. A business plan will help you raise funding, if needed, and plan out the growth of your coffee roaster business in order to improve your chances of success. Your coffee roaster business plan is a living document that should be updated annually as your company grows and changes.

Sources of Funding for Coffee Roaster Businesses

With regards to funding, the main sources of funding for a coffee roaster business are personal savings, credit cards, bank loans and angel investors. With regards to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to confirm that your financials are reasonable, but they will also want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business. Personal savings is the other most common form of funding for a coffee roaster business.

Finish Your Business Plan Today!

If you want to start a coffee roaster business or expand your current one, you need a business plan. Below are links to each section of your coffee roaster business plan template:

Executive Summary

Your executive summary provides an introduction to your coffee roasting business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of coffee roaster business you are operating and the status. For example, are you a startup, do you have a coffee roaster business that you would like to grow, or are you operating a coffee roaster business in multiple markets or regions?

Next, provide an overview of each of the subsequent sections of your plan. For example, give a brief overview of the coffee roaster industry. Discuss the type of coffee roaster business you are operating. Detail your direct competitors. Give an overview of your target customers. Provide a snapshot of your marketing plan. Identify the key members of your team. And offer an overview of your financial plan.

Company Analysis

In your company analysis, you will detail the type of coffee roaster business you are operating.

For example, you might operate one of the following types of coffee roaster businesses:

Retail Coffee Roastery : this type of roastery sells roasted coffee to individual consumers, either online or through a brick-and-mortar storefront.
Wholesale Coffee Roastery: this type of roastery sells roasted coffee to other businesses, such as grocery stores, restaurants, hotels and resorts.

In addition to explaining the type of coffee roaster business you will operate, the Company Analysis section of your business plan needs to provide background on the business.

Include answers to question such as:

When and why did you start the business?
What milestones have you achieved to date? Milestones could include the number of customers served, number of positive reviews, total number of bags of coffee sold, etc.
Your legal structure. Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.

Industry Analysis

In your industry analysis, you need to provide an overview of the coffee roaster industry.

While this may seem unnecessary, it serves multiple purposes.

First, researching the coffee roaster industry educates you. It helps you understand the market in which you are operating.

Secondly, market research can improve your strategy, particularly if your research identifies market trends.

The third reason for market research is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.

The following questions should be answered in the industry analysis section of your coffee roasting business plan:

How big is the coffee roaster industry (in dollars)?
Is the market declining or increasing?
Who are the key competitors in the market?
Who are the key suppliers in the market?
What trends are affecting the industry?
What is the industry’s growth forecast over the next 5 – 10 years?
What is the relevant market size? That is, how big is the potential market for your coffee roaster business? You can extrapolate such a figure by assessing the size of the market in the entire country and then applying that figure to your local population.

Customer Analysis

The customer analysis section of your coffee roaster business plan must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: individual consumers, grocery stores, restaurants, hotels and resorts.

As you can imagine, the customer segment(s) you choose will have a great impact on the type of coffee roaster business you operate. Clearly, individual consumers would respond to different marketing promotions than grocery stores, for example.

Try to break out your target customers in terms of their demographic and psychographic profiles. With regards to demographics, include a discussion of the ages, genders, locations and income levels of the customers you seek to serve. Because most coffee roaster businesses primarily serve customers living in their same city or town, such demographic information is easy to find on government websites.

Psychographic profiles explain the wants and needs of your target customers. The more you can understand and define these needs, the better you will do in attracting and retaining your customers.

Finish Your Coffee Roaster Business Plan in 1 Day!

Don’t you wish there was a faster, easier way to finish your business plan?

With Growthink’s Ultimate Business Plan Template you can finish your plan in just 8 hours or less!

Competitive Analysis

Your competitive analysis should identify the indirect and direct competitors your business faces and then focus on the latter.

Direct competitors are other coffee roaster businesses.

Indirect competitors are other options that customers have to purchase from that aren’t direct competitors. This includes coffee shops and grocery stores. You need to mention such competition as well.

With regards to direct competition, you want to describe the other coffee roaster businesses with which you compete. Most likely, your direct competitors will be roasteries located very close to your location.

For each such competitor, provide an overview of their businesses and document their strengths and weaknesses. Unless you once worked at your competitors’ businesses, it will be impossible to know everything about them. But you should be able to find out key things about them such as:

What types of customers do they serve?
What types of coffee do they sell?
What is their pricing (premium, low, etc.)?
What are they good at?
What are their weaknesses?

With regards to the last two questions, think about your answers from the customers’ perspective. And don’t be afraid to ask your competitors’ customers what they like most and least about them.

The final part of your competitive analysis section is to document your areas of competitive advantage. For example:

Will you provide better roasted coffee?
Will you provide features or services that your competitors don’t offer?
Will you provide better customer service?
Will you offer better pricing?

Think about ways you will outperform your competition and document them in this section of your plan.

Marketing Plan

Traditionally, a marketing plan includes the four P’s: Product, Price, Place, and Promotion. For a coffee roaster business plan, your marketing plan should include the following:

Product : In the product section, you should reiterate the type of coffee roaster company that you documented in your Company Analysis. Then, detail the specific products you will be offering. For example, in addition to selling roasted coffee, will you sell brewed coffee, sell teas, provide barista event services, or provide any other products or services?

Price : Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of your marketing plan, you are presenting the services you offer and their prices.

Place : Place refers to the location of your coffee roaster company. Document your location and mention how the location will impact your success. For example, is your coffee roaster business located in a busy retail district, shopping plaza, mall, etc. Discuss how your location might be the ideal location for your customers.

Promotions : The final part of your coffee roaster marketing plan is the promotions section. Here you will document how you will drive customers to your location(s). The following are some promotional methods you might consider:

Advertising in local papers and magazines
Reaching out to local websites
Social media marketing
Local radio advertising

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 coffee roaster business, including purchasing supplies, performing inventory, marketing, roasting coffee, and selling and/or delivering coffee.

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to sell your 1,000th bag of coffee, or when you hope to reach $X in revenue. It could also be when you expect to expand your coffee roasting business to a new city.

Management Team

To demonstrate your coffee roaster business’ ability to succeed, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company.

Ideally you and/or your team members have direct experience in managing coffee roaster businesses. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act like mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in managing coffee roasteries or successfully running small businesses.

Financial Plan

Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance sheet and cash flow statements.

Income Statement : an income statement is more commonly called a Profit and Loss statement or P&L. It shows your revenues and then subtracts your costs to show whether you turned a profit or not.

In developing your income statement, you need to devise assumptions. For example, will you gain one new customer per month or per quarter (as a wholesaler), or will you sell 100 bags of coffee per day or per week (as a retailer)? And will sales grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.

Balance Sheets : Balance sheets show your assets and liabilities. While balance sheets can include much information, try to simplify them to the key items you need to know about. For instance, if you spend $50,000 on building out your coffee roaster business, this will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a bank writes you a check for $50,000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.

Cash Flow Statement : Your cash flow statement will help determine how much money you need to start or grow your business, and make sure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt.

In developing your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing a coffee roaster business:

Location build-out including design fees, construction, etc.
Cost of equipment and supplies
Payroll or salaries paid to staff
Business insurance
Taxes and permits
Legal expenses

Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include your roastery location lease or descriptions of roasts you are working on.

Putting together a business plan for your coffee roaster is a worthwhile endeavor. If you follow the template above, by the time you are done, you will have an expert coffee roasting business plan; download it to PDF to show banks and investors. You will really understand the coffee roaster industry, your competition, and your customers. You will have developed a marketing plan and will really understand what it takes to launch and grow a successful coffee roaster business.

Coffee Roaster Business Plan FAQs

What is the easiest way to complete my coffee roaster business plan.

Growthink's Ultimate Business Plan Template allows you to quickly and easily complete your Coffee Roaster Business Plan.

What is the Goal of a Business Plan's Executive Summary?

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of coffee roaster business you are operating and the status; for example, are you a startup, do you have a coffee roaster business that you would like to grow, or are you operating a chain of coffee roaster businesses?

Don’t you wish there was a faster, easier way to finish your Coffee Roaster business plan?

OR, Let Us Develop Your Plan For You

Since 1999, Growthink has developed business plans for thousands of companies who have gone on to achieve tremendous success. Click here to see how Growthink’s business plan writers can create your business plan for you.

The Blueprint to a Successful Coffee Roaster Business Plan

Step 1: understanding the coffee roasting market.

Coffee roasting is more than an art; it’s a booming industry. You’re not just dabbling in coffee beans and their aroma; you’re diving into a multi-billion-dollar industry inhabited by countless competitors. Can you carve out your niche in this bustling market? To do so, a clear comprehension of the coffee roasting market becomes paramount. At Metrobi, we specialize in optimizing coffee logistics and distribution , ensuring your unique blends reach their destinations efficiently and reliably.

For starters, get to know your customers. They come in all forms – cafe owners, retail customers, wholesalers. Each has unique tastes, preferences, and price points.

Understanding competitors is equally crucial in this landscape. Identify the major players, what they do well, and where they falter. This doesn’t imply launching into a copycat strategy but acquiring cues to stand out.

Pay attention to trends too. The coffee market, like many others, is influenced by global and local trends. For instance, single-origin coffee has seen a surge in demand due to discerning customers. Are there similar opportunities to capitalize on?

Coffee and Health 🌿 48% of people agree that drinking coffee benefits their health .

Step 2: Identifying Your Unique Selling Proposition

Once you’ve got a handle on the market, it’s time to distinguish your coffee. What sets your roasts apart? Perhaps it’s the beans, the roasting process, or your commitment to sustainability. Whatever it might be, this unique selling proposition (USP) adds an irreplaceable dimension to your brand.

Manifest this USP into everything you do – from your packaging to your marketing. A potent USP can be a game-changer that turns coffee connoisseurs into loyal customers. More than enthralling your customers, it can make competition irrelevant, allowing your business to break away from the rest.

Coffee Shop Loyalty ☕ 51% of people purchase coffee from a coffee shop at least once a week.

Step 3: Creating a Comprehensive Business Model

Regardless of your business type, a comprehensive business model is the backbone of your enterprise. With your USP identified, it’s time to sketch out how you’ll sell, distribute, and market your coffee, and who to. Are you primarily targeting cafés or end consumers? Will you adopt a brick-and-mortar, e-commerce, or mix of both models? Answering these questions will streamline your operational strategy. Additionally, it will help outline revenue sources, expenses, and your pricing strategy. An extensive business model mitigates unforeseen challenges and preempts strategies for growth and expansion.

To ensure your coffee roastery business succeeds, it’s crucial to incorporate detailed business planning, including thorough market research and a clear understanding of coffee costs.

A comprehensive business plan should cover all key elements: an executive summary highlighting your aim to produce high-quality coffee; a marketing plan outlining strategies to reach your targeted customer segments; profit and loss statements to forecast financials; considerations for sales tax as your business grows; and operational plans for using commercial roasters.

This foundational document guides every decision as a business owner, from choosing between being a coffee roaster wholesaler or focusing on direct sales, to determining the right marketing approach for your unique coffee roasteries.

Why Most Coffee Roaster Businesses Fail

Lack of market understanding.

One of the main reasons for the failure of numerous coffee roaster businesses is the inability to grasp the market intricacies they are attempting to participate in. The coffee market is not limited to brewing; it involves dealing with coffee growers, understanding the complex chain from farm to cup, grasping coffee species and varietals, and keeping pace with ever-evolving consumer preferences.

Multiple Cups a Day 🍵 36% of people drink 3 to 5 cups of coffee a day.

Inadequate Business Planning

Another common failure point is poor planning. Many kickstart a coffee roasting business based solely on passion and limited hands-on experience, neglecting the essentials like a solid business plan, realistic budget, and crucial timelines. Without a comprehensive plan, it’s challenging to ascertain the right roasting equipment, understand inventory needs, identify potential clientele, project sales, calculate overhead costs, and forecast profitability. Ambiguity in these areas can lead to a disaster.

Poor Financial Management

The inadvertent financial management surfaces as another key failure reason. The operational costs of a coffee roasting business can accumulate quickly, from procuring high-quality beans and installing the right roasting and packaging equipment, to managing inventory, rent, utilities, and staff salaries. It’s also crucial to budget for marketing initiatives, potential downturns, regulatory compliance, and unexpected expenses. Moreover, one must decipher the nuances of pricing the product rightly to ensure profitability without scaring away potential consumers. Overlooking these elements can lead to a financial crisis, hampering business growth.

Brewing Up Growth ☕️ The global Coffee Roasters market is projected to grow at a 7.1% compound annual growth rate (CAGR) between 2023 and 2030 , with a market worth of USD 1.93 billion in 2022.

Understanding Profit Margins in a Coffee Roasting Business

Revenue streams in a coffee roasting business.

The backbone of your coffee roasting business is the revenue streams you choose to tap into. There’s no single solution – success comes from a blend of multiple approaches.

Different ways to generate income

Consider the obvious methods: selling raw beans direct to consumers, supplying local cafes, or even providing bespoke roasting services. More industrious roasters might move into offering barista training or collaborating with artisan bakeries to create coffee-infused goods.

A successful blend of revenue streams pays attention to market demand and customer preferences. Regularly assess what’s contributing the most to your bottom line, testing new products and services to find what resonates with your target market.

Maximizing profitability

Don’t confuse activity with profitability. It’s easy to get caught up in the buzz of new offers, but the key is to scrutinize each venture for its potential return on investment. Every initiative should add significant revenue potential or drive customer loyalty to justify its existence. In short, if it doesn’t make money, it doesn’t make sense.

Cost Analysis

No business runs cost-free. A thorough understanding of your ongoing costs is crucial to securing your profit margins.

Breakdown of common costs in a coffee roasting business

Running a coffee roasting business takes more than a roaster. You need high-quality beans, packaging, shipping infrastructure, premises, and, of course, a diligent team. Each aspect contributes to your overheads, meaning you have to continue bringing in sufficient revenue to meet these costs – and, ideally, go beyond them.

Always keep an eye on your balance sheet. Recognise the impact of your major costs. Rent, wages, the price of raw materials – these, among other things, dictate your break-even point and profit potential. Understand their individual impact with deep dive analytics, tracking the ebbs and flows of each cost component.

Strategies for managing and reducing costs

Efficiency is king in a coffee roasting operation. While you can’t avoid costs, you can certainly strive to manage them.

Monitor and investigate any significant cost increases. Review supplier contracts regularly to ensure the best price and seek to optimise your internal operations. Aim for a lean and efficient setup – remember, every dollar saved is an additional dollar of profit.

But remember – cost-cutting should never sacrifice the quality of your product or service. Securing your reputation for quality is paramount to long-term success. In the end, maintaining quality might be the most significant strategy for managing costs in the long run, by fostering customer loyalty and repeat business.

This understanding of revenue streams and cost structures creates a clear framework for profitability potential of a coffee roasting business. Armed with this knowledge, you can take steps to secure and grow your profit margins.

Leading Roasting Technique 🔥 The largest segment in the Coffee Roasters market is the Semi-direct Fire with Half Hot Air Style , holding a share over 65%.

What is a Coffee Roaster Business?

The role of a coffee roaster.

The food-service universe holds companies of all sizes, from multinational giants to single-person operations. In the realm of coffee, a coffee roaster business is a principal player, working behind the scenes to shape the flavor profiles of the coffee that we savor daily. As roasters, these businesses are the guardians of quality, the alchemists transforming green seeds into aromatic brown beans that excite the senses of coffee lovers worldwide.

Coffee roasters are the bridge between the coffee farm and your morning cup, responsible for bringing out the best flavors from the quality raw material. Roasters partner closely with coffee growers, purchasing raw green coffee beans which they then carefully roast to bring out varied flavors and characteristics. The connection between roasters and growers is indispensable, contributing to the traceability and sustainability of our coffee supply.

The Process of Coffee Roasting

Coffee roasting is an art as much as it is a science. It is a complex process involving several principles from chemistry and thermodynamics and requires precision and skill to master.

In essence, coffee roasting is the process of heating green coffee beans in a coffee roaster to transform them into roasted coffee products. The roasting process is what produces the characteristic flavor of coffee by causing the beans to change in taste.

The beans are kept moving throughout the entire process to keep them from burning. As they are roasted, they’ll first turn a yellowish color and the beans will begin to smell grassy. The beans then darken to a light brown and will begin to smell like coffee. After the first crack, the roast can be considered complete at any time according to taste. The further the beans are roasted, the more they lose the inherent tastes of their origins and take on flavor from the roasting process.

Just as winemaking can be broken down into grape-growing and wine-producing, so too coffee can be viewed in two stages: coffee farming and coffee roasting.

Why Start a Coffee Roaster Business?

If you’re flirting with the idea of launching a business, why not consider diving into the coffee world, more specifically, running a coffee roasting business? Pull up your sleeves. Let’s get into the heat of it.

The Growing Demand for Specialty Coffee Industry

Drinking coffee has morphed from a simple morning routine to an intricate experience savored by passionate java enthusiasts. It’s coffee time, and it’s not just about any coffee, but more about pursuing unique, ethical, and skilfully brewed cups – the birth of the specialty coffee market.

While large franchises like Starbucks dominated the industry in the past, today, committed coffee lovers are seeking out local, artisanal roasters who offer unique experiences and flavors. This growing preference for quality over convenience is blowing the doors wide open for specialty coffee roasters. With Metrobi, these businesses can extend their reach, as we offer delivery services across more than 20 U.S. cities, including Denver , ensuring that even the most distinctive coffee flavors find their way to enthusiasts everywhere.

Not only is the demand for specialty beverages on the rise, but the demographics of coffee drinkers are also broadening. Millennials are driving the increase in coffee consumption, with most willing to pay a premium for high-quality brews.

Equally important is the shift towards ethically sourced coffee. Consumers are increasingly concerned about the ethics behind their cups. They are aware that by purchasing from small-scale, local, and ethical roasters, they are supporting sustainable coffee farming practices.

Top Beans on the Block 🏆 The global top three Coffee Roasters manufacturers hold a share over 20% of the market.

The Potential for High-Profit Margins

Undeniably, the coffee business can be a profitable venture if done right. Taking it up a notch by delving into roasting opens another realm. There is potential for high-profit margins when you roast your beans, primarily because you’re controlling the whole process from bean to cup, skipping the middleman. Metrobi aids in expanding your reach by facilitating delivery services across over 20 cities in the US, including offering immediate delivery options in Miami .

Unlike cafe businesses that deal with high overhead and slim margins, a roastery tends to have relatively lower operating costs. Plus, the pricing of roasted beans is often based more on quality than competitive pricing, allowing for larger margins if the product is well received. Discover how our guide unveils viable approaches for a lucrative coffee roasting venture , ensuring a roadmap to sustained success and scalability.

Moreover, as preferences for gourmet, single-origin, and fair-trade coffees continue to grow, consumers are willing to pay more for high-quality, ethically sourced beans. Therefore, the potential to maintain healthier margins is built into the very nature of the market.

This provides an opportunity for those ready to undertake the journey – it’s not just about selling beans, but a rich experience, a unique story, and a taste that leaves an impression.

Coffee Roaster Business Plan: Market Analysis and Future Trends

Current market trends, the newest trends in coffee roasting.

The coffee industry is under constant evolution that is influencing the roasting segment as well. From the demand for eco-friendly practices to the rise of artisanal coffee, consumers’ preferences are reshaping the market landscape. Understanding these trends is crucial in formulating a successful business plan.

In light of these prevailing trends, many businesses are reassessing their operational models and aligning it with the changing coffee world. For instance, many coffee roasters are turning towards organic beans and cleaner roasting methods, responding to the growing call for sustainability.

European Coffee Culture 🌍 Europe is the largest market for Coffee Roasters, holding a share of about 40% .

Leveraging Industry Trends for Business Success

Current trends are not just markers of industry development, but opportunities for growth and success. Being aware of these trends allows businesses to stay competitive and responsive. For instance, if the demand for single-origin beans is on the upswing, incorporating these into your roasting profile can help attract discerning customers. Similarly, offering roast-to-order services could be another route to explore, as it caters to the industry trend of personalisation and freshness.

Future Outlook

Spotting future trends in the coffee roasting industry.

It’s crucial not just to keep an eye on the current scene, but also the horizon. A carefully researched prediction of future trends puts you one step ahead of the market curve. For instance, experts are foreseeing a rise in demand for traceable coffee as consumers become more conscious of the origin of their brew. This means that businesses may need to start closing the gap between growers and customers, perhaps by offering more information about the beans’ journey from farm to cup.

Preparing Your Business for Future Growth

As the saying goes, “The best way to predict the future is to create it.” With that in mind, it’s time to consider how your business can adapt to – and influence – the future of the coffee roasting industry. This could involve investing in cutting-edge roasting technology, partnering with coffee growers to ensure sustainable practices, or even shaping customer tastes with innovative flavor profiles.

A Toast to Your Coffee Roasters’ Success: Concluding Thoughts

Perfecting your coffee roasting business plan isn’t about jumping hoops but understanding the nuances. A compelling vision, robust financial projection, detailed marketing strategy, and effective risk management are your ingredients to a richer, deeper, more successful plan. Now that you’re equipped with this knowledge, it’s your brew of the day that matters.

Remember, your business plan is the lifeblood of your coffee roasting venture. It guides your path and helps secure investments. Keep it flexible, keep it informed, and always tailor it to your business’s unique roast.

So, what’s boiling next for you? Time to review that business plan, isn’t it? Are you ready to refine the elements we’ve discussed and swirl your business in the direction of success? Let’s keep that pot brewing.

Have you identified the unique element that sets your coffee roasting business apart yet? A unique roast, perhaps?

Keep the fire burning, coffee entrepreneurs. Remember, every great coffee roasting empire started with one courageous step. Take yours. Brew tomorrow, today.

Profitable coffee business

‟Reliability, Accuracy & Timeliness”

Bartleby’s Ice Cream Cakes

‟The most seamless & smoothest Valentine's Day”

Hanato Floral Design

‟With Metrobi, we’re now doing home deliveries in the Greater Boston area”

GrandTen Distilling

‟Metrobi does exactly what I wanted my drivers to do”

LuNo Culinary

Success Stories

P’s Patties

Rebel Bread

Fleurs to You

Smart Lunches

DELIVER WITH METROBI

Grow with confidence

55 Court St floor 2, Boston, MA 02108
[email protected]
Team Metrobi
Privacy policy
Terms of service
Write for us

Refer us to a company, you earn $250 and they earn $250. Learn more

Shopify Delivery Planner App
Delivery Management Software
Atlanta courier service
Boston courier service
Chicago courier service
Denver courier service
Miami courier service
New York City courier service
Los Angeles courier service
Philadelphia courier service
San Francisco courier service
Washington DC courier service
See all locations
Bulk Order Delivery Service
Express Urgent Delivery Service
Fixed Route Delivery Service
On Demand Delivery Service
Overnight Delivery Service
Same Day Delivery Service
Scheduled Delivery Service
Wholesale Delivery Service
See all delivery services
Metrobi vs. Onfleet
Metrobi vs. Roadie
Artisan Food
Food Producers

Want to access our large pool of drivers?

We started Metrobi to take operations off your plate. We provide drivers (rated 4.97/5), dedicated operation managers (70% cheaper), and routing software with a receiver notification system.

Coffee Roaster Business Plan Template

Written by Dave Lavinsky

Coffee Roaster Business Plan

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

We have helped over 1,000 entrepreneurs and business owners create business plans and many have used them to start or grow their Coffee Roasting businesses.

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

Executive Summary

Business overview.

Cosmopolitan Coffee is a premium coffee house that serves the finest organic coffee sourced from sustainable growers around the world. Our name, Cosmopolitan Coffee, represents our global search for coffee beans that not only satisfy every coffee aficionado, but also allow us to serve our world by being mindful in our sourcing of those coffee beans.

From sweet and smooth-bodied Brazilian coffee beans to the fruity, berry notes of African coffee beans, we select and roast only those beans that will offer the highest degree of rich coffee results. Our coffee roasters produce small batches of freshly-roasted coffee beans on a regular basis and we produce holiday coffee flavors during special seasons of the year.

We will primarily sell our coffee blends through our website or wholesale retailers (i.e. grocery stores). However, we will also operate a small café where we will sell several coffee drinks so customers can try out our premium blends before buying our beans in bulk.

Cosmopolitan Coffee is led by José Fernandes who immigrated to America as a teen. Throughout his whole life, he has had a passion to create the perfect coffee, a passion that was started and fueled by family tradition. He moved to America several decades ago, bringing with him the coffee bean roasting methods created by his grandfather in Brazil. Now he is finally starting his own business where he can share his family recipes and his love for premium coffee.

Product Offering

The following freshly-roasted coffees are served at Cosmopolitan Coffee:

Light, floral coffee flavors – African or Costa Rican coffee beans
Medium, nutty coffee flavors – South American coffee beans
Dark, fragrant and rich coffee flavors – Vietnamese coffee beans

Holiday/seasonal coffees include:

Light, cinnamon coffee notes – South African coffee beans
Medium, chocolate coffee notes – Papua New Guinea coffee beans
Dark, spicy coffee notes – Southeast Asian coffee beans

We will sell these blends on our website, in our café, and in local grocery stores. We will also operate a café that sells several coffee drinks that use our blends and recipes including:

Iced coffee

Customer Focus

Cosmopolitan Coffee primarily serves the residents living and working in the Chicago, Illinois area. However, we will also serve anyone who comes across our website after hearing about us or coming across our marketing efforts. Our café serves the immediate community within a two mile radius of our location.

Management Team

José began working in a Chicago coffee roasting company ten years ago, where he acquired operations, marketing and management skills during the years of his employment. José also graduated from North Central College, where he majored in culinary services.

Success Factors

Cosmopolitan Coffee will be able to achieve success by offering the following competitive advantages:

Ingredients and menu: Our coffee beans are freshly-roasted for optimal flavor, resulting in premium coffees. Traditional coffee flavors are always on the menu, including light, medium and dark coffees. In addition, unique holiday flavors, such as spicy, chocolate, or fruity coffee bean flavors are offered as seasonal specials. No other coffee roaster company offers the wide variety and flavors as does our company.
Management: The unique family coffee-roasting heritage of José Fernandes guarantees that each batch of coffee beans are roasted to perfection. José is also highly-experienced in the operations and management of a coffee roasting company and brings a warm and welcoming atmosphere to the neighborhood.
Certified organic and sustainable: Only certified organic coffee beans are roasted at Cosmopolitan Coffee. All coffee beans are grown on sustainable farms to avoid damaging the crops or harming the farmland on which the beans are grown. No direct competitor offers organic or sustainable products.
Location: Our location is perfectly suited to neighborhood residents who walk or drive to our coffee house. Additionally, professionals and executives who work nearby can easily locate our company. Drivers who commute can also find our location with ease, as we are located directly off the speedway. Each of the customer segments create advantageous opportunities for strong company growth within the next three to five years.
Relationships: José welcomes the community by using our location as a gathering place for customers, friends and families to relax, converse and enjoy one another’s company.

Financial Highlights

Cosmopolitan Coffee is currently seeking $500,000 to launch. The funding will be dedicated for overhead, build out and design, working capital, marketing expenses, and inventory. The breakout of the funding is below:

Café/Roastery Build Out: $200,000
Marketing and Advertising: $50,000
Inventory and Supplies: $50,000
Three Months Of Overhead Expenses (Rent, Salaries, Utilities): $100,000
Working Capital: $100,000

The following graph outlines the pro forma financial projections for Cosmopolitan Coffee.

Cosmopolitan Coffee Financial Projections

Company Overview

Who is cosmopolitan coffee.

Cosmopolitan Coffee History

Cosmopolitan Coffee is led by José Fernandes, who immigrated to America as a teen, bringing with him the coffee bean roasting methods created by his grandfather in Brazil. José learned how to roast beans to the perfect point of flavor perfection. After immigrating, he worked in a coffee roasting company, where he learned how to manage, market and successfully operate a coffee roasting business before he started Cosmopolitan Coffee.

José incorporated Cosmopolitan Coffee as an S-Corporation on May 1st, 2023. The company is currently being run out of José’s home office but will move to a commercial location once the lease has been finalized.

Since incorporation, Cosmopolitan Coffee has achieved the following milestones:

Found a location for the roastery and signed a letter of intent to lease it.
Developed the company’s branding image, social media, and website.
Began recruiting key staff.

Cosmopolitan Coffee Services

Industry analysis.

The coffee roaster industry has been rapidly growing due to increasing consumer demand for fresh and fully flavorful coffee. Consumers crave more than packaged coffee beans, packaged ground coffee, or individual coffee pods; they are seeking coffee that is the savory result of freshly-roasted coffee beans. Coffee made from freshly-roasted coffee beans carries a distinctive aroma, smooth and full-bodied flavor, and, surprisingly, offers nutritional value, as well. Antioxidants and nutritional compounds within the beans are carried into coffee, adding healthful benefits that contribute to the increasing consumer demand for coffee made from freshly-roasted coffee beans.

According to Grand View Research, the market trends for coffee roasting companies is predicted to grow at a strong CAGR rate of 6.3% from now until 2030. Freshly roasted coffee beans, when brewed soon after roasting, produce premium coffees that are especially appealing to those consumers who have a discretionary income level. The higher price of premium coffee has led to a new demographic of coffee consumers: those who don’t view price as the primary factor of their purchases, but view flavor as the primary driver for coffee selection. As prices rise in the future, the premium coffee prices will maintain their hold on coffee aficionados who insist on their daily coffee pleasure.

As consumers look for organic foods in the next five years, certified organic coffee will be sought and the purchase of organic coffees is expected to continue to grow. Consumers will also continue to seek coffee beans that have been hand-picked in sustainable coffee farms to ensure the land will be safe from overuse or damage as the coffee beans are harvested.

Customer Analysis

Demographic profile of target market.

The demographics of the area are as follows:

Customer Segmentation

Cosmopolitan Coffee will primarily target the following customer profile:

Pedestrians
Coffee aficionados

Competitive Analysis

Direct and indirect competitors.

Cosmopolitan Coffee will face competition from other companies with similar business profiles. A description of each competitor company is below.

Whole Bean Roasting Company

Whole Bean Roasting Company is a direct competitor, however it is seven miles away from our location. The coffee roasting company has only one coffee bean roaster and serves mild to dark freshly-roasted coffees. The company has no stated emphasis on serving certified organic coffee or using coffee beans from sustainable farm sources. Whole Bean Roasting Company sells breakfast and lunch items in addition to coffee, such as breakfast rolls, donuts, muffins, sandwiches and wraps.

Go Coffee Go

As part of a family-owned, city-wide chain of ten coffee shops, Go Coffee Go is located three miles from Cosmopolitan Coffee. The coffee shop offers no indoor seating, with a focus on serving walk-up customers only. Go Coffee Go sells blended brands of coffee at low prices for light, medium and dark coffees. Coffee is sold in medium, large and extra-large coffee cups with plastic coffee cup lids. Although this coffee outlet is nearby, the competitor sells generic coffee bean blends that do not compare to the coffee flavors of our company. There is no emphasis on organic coffee or sustainable growing methods.

Le Entourage Bistro

This small, French-themed restaurant serves breakfast, lunch and dinner and is located four miles from Cosmopolitan Coffee. An extensive menu features French and American foods in a romantic atmosphere. Premium coffees and espresso drinks are offered on the menu; however, no coffee beans are roasted on-site. Prices for coffees and espresso drinks are priced at higher levels and served in china cups or espresso shot glasses. Although this indirect competitor serves primarily as a restaurant, customers are within the demographics of Cosmopolitan Coffee.

Competitive Advantage

Cosmopolitan Coffee offers several advantages over its competition. Those advantages are:

Marketing Plan

Brand & value proposition.

Cosmopolitan Coffee will offer the unique value proposition to its clientele:

Offering premium coffees made from coffee beans freshly roasted in-house.
Located in an optimal community for residents, commuters and workers.
Offering certified organic coffee beans harvested on sustainable farms.

Promotions Strategy

The promotions strategy for Cosmopolitan Coffee are as follows:

Social Media

José Fernandes will create the company’s social media accounts and invest in ads on all social media platforms. The company will use targeted marketing to appeal to our target demographics.

Cosmopolitan Coffee will create a website that includes a splash page, directing customers to interactive pages. One page will demonstrate the process of coffee bean roasting, and one will contain a video from José discussing his background and family history. Seasonal coffee flavors and specials will also be introduced.

Partnerships with Local Businesses

Cosmopolitan Coffee will align with businesses in the area to introduce the coffee experience at our company. This marketing strategy will include free coffee tastings for employees during breaks, “Coffee Talks” by José, and free-coffee vouchers for employees who visit our company for the first time.

Pre-Opening Events

During the month prior to our launch, names of commuters will be collected for a drawing to be held on our opening day. Seven winning names will be drawn by José to receive free coffee at Cosmopolitan Coffee for one full year.

Cosmopolitan Coffee’s pricing will be appropriate for the high-quality coffee and level of service associated with a premium coffee bean roasting experience. Customers will feel they have received great value and a superior product.

Operations Plan

The following will be the operations plan for Cosmopolitan Coffee. Operation Functions:

José Fernandes will be the Owner of Cosmopolitan Coffee. He will oversee the general operations of the roastery and café and help roast the premium blends until he has a full team of baristas and roasters on staff.
Max Smith will be the Café Manager and will focus on training staff and serving customers.
José will hire an administrative team to help with the administrative, accounting, and marketing aspects of the business.
José will also hire several baristas and roasters to make premium coffee for our customers.

Milestones:

Cosmopolitan Coffee aims to achieve the following goals in the next six months.

6/1/202X – Finalize Lease Agreement
7/1/202X – Design and Build Out Underway
8/1/202X – Design and Build Out Completed
9/1/202X – Hire and Train Staff
10/1/202X – Grand Opening
11/1/202X – Reach break-even

Financial Plan

Key revenue & costs.

The key revenues for Cosmopolitan Coffee will come from the sales of our premium blends (through our website, café, and partner grocery stores) and coffee drinks in our café.

The major costs include labor expenses, rent, marketing expenses, and the cost of inventory.

Funding Requirements and Use of Funds

Key assumptions.

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

Number of Customers Per Day: 50
Average café Menu Item Cost: $5.00
Average Order per Customer: $10.00
Average Coffee Bean Order per Customer: $25.00
Annual Lease: $60,000

Financial Projections

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

A coffee roaster business plan is a plan to start and/or grow your coffee roaster 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 Coffee Roaster business plan using our Coffee Roaster Business Plan Template here .

What are the Main Types of Coffee Roaster Businesses?

There are a number of different kinds of coffee roaster businesses , some examples include: Retail Coffee Roastery and Wholesale Coffee Roastery.

How Do You Get Funding for Your Coffee Roaster Business Plan?

Coffee Roaster 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 Coffee Roaster Business?

Starting a coffee roaster 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 Coffee Roaster Business Plan - The first step in starting a business is to create a detailed coffee roaster 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 coffee roaster 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 coffee roaster business is in compliance with local laws.

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

Preview of the downloaded sample plan asset

Free Download

Coffee Roaster Business Plan Template

Download this free coffee roaster 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.

More business planning resources

Industry Business Planning Guides

How to Write a Business Plan

How to Write a Business Plan for Investors

Simple Business Plan Outline

How to Start a Business With No Money

Business Plan Template

How to Create a Business Plan Presentation

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

Tax Season Savings

Get 40% off LivePlan

The #1 rated business plan software

Transform Tax Season into Growth Season

Discover the world’s #1 plan building software

How to write a business plan for a coffee roaster?

Creating a business plan for a coffee roasting company is an essential process for any entrepreneur. It serves as a roadmap that outlines the necessary steps to be taken to start or grow the business, the resources required, and the anticipated financial outcomes. It should be crafted with method and confidence.

This guide is designed to provide you with the tools and knowledge necessary for creating a coffee roaster business plan, covering why it is so important both when starting up and running an established business, what should be included in your plan, how it should be structured, what tools should be used to save time and avoid errors, and other helpful tips.

We have a lot to cover, so let's get to it!

In this guide:

Why write a business plan for a coffee roaster?

What information is needed to create a business plan for a coffee roaster?
What goes in the financial forecast for a coffee roaster?
What goes in the written part of a coffee roaster business plan?
What tool can I use to write my coffee roaster business plan?

Understanding the document's scope and goals will help you easily grasp its structure and content. Before diving into the specifics of the plan, let's take a moment to explore the key reasons why having a coffee roaster business plan is so crucial.

To have a clear roadmap to grow the business

Small businesses rarely experience a constant and predictable environment. Economic cycles go up and down, while the business landscape is mutating constantly with new regulations, technologies, competitors, and consumer behaviours emerging when we least expect it.

In this dynamic context, it's essential to have a clear roadmap for your coffee roaster. Otherwise, you are navigating in the dark which is dangerous given that - as a business owner - your capital is at risk.

That's why crafting a well-thought-out business plan is crucial to ensure the long-term success and sustainability of your venture.

To create an effective business plan, you'll need to take a step-by-step approach. First, you'll have to assess your current position (if you're already in business), and then identify where you'd like your coffee roaster to be in the next three to five years.

Once you have a clear destination for your coffee roaster, you'll focus on three key areas:

Resources: you'll determine the human, equipment, and capital resources needed to reach your goals successfully.
Speed: you'll establish the optimal pace at which your business needs to grow if it is to meet its objectives within the desired timeframe.
Risks: you'll identify and address potential risks you might encounter along the way.

By going through this process regularly, you'll be able to make informed decisions about resource allocation, paving the way for the long-term success of your business.

Need a convincing business plan?

The Business Plan Shop makes it easy to create a financial forecast to assess the potential profitability of your projects, and write a business plan that’ll wow investors.

The Business Plan Shop's Business Plan Software

To maintain visibility on future cash flows

Businesses can go for years without making a profit, but they go bust as soon as they run out of cash. That's why "cash is king", and maintaining visibility on your coffee roaster's future cash flows is critical.

How do I do that? That's simple: you need an up-to-date financial forecast.

The good news is that your coffee roaster business plan already contains a financial forecast (more on that later in this guide), so all you have to do is to keep it up-to-date.

To do this, you need to regularly compare the actual financial performance of your business to what was planned in your financial forecast, and adjust the forecast based on the current trajectory of your business.

Monitoring your coffee roaster's financial health will enable you to identify potential financial problems (such as an unexpected cash shortfall) early and to put in place corrective measures. It will also allow you to detect and capitalize on potential growth opportunities (higher demand from a given segment of customers for example).

To secure financing

Whether you are a startup or an existing business, writing a detailed coffee roaster business plan is essential when seeking financing from banks or investors.

This makes sense given what we've just seen: financiers want to ensure you have a clear roadmap and visibility on your future cash flows.

Banks will use the information included in the plan to assess your borrowing capacity (how much debt your business can support) and your ability to repay the loan before deciding whether they will extend credit to your business and on what terms.

Similarly, investors will review your plan carefully to assess if their investment can generate an attractive return on investment.

To do so, they will be looking for evidence that your coffee roaster has the potential for healthy growth, profitability, and cash flow generation over time.

Now that you understand why it is important to create a business plan for a coffee roaster, let's take a look at what information is needed to create one.

Need inspiration for your business plan?

The Business Plan Shop has dozens of business plan templates that you can use to get a clear idea of what a complete business plan looks like.

The Business Plan Shop's Business Plan Templates

Information needed to create a business plan for a coffee roaster

Drafting a coffee roaster business plan requires research so that you can project sales, investments and cost accurately in your financial forecast, and convince the reader that there is a viable commercial opportunity to be seized.

Below, we'll focus on three critical pieces of information you should gather before starting to write your plan.

Carrying out market research for a coffee roaster

Carrying out market research before writing a business plan for a coffee roaster is essential to ensure that the financial projections are accurate and realistic.

Market research helps you gain insight into your target customer base, competitors, pricing strategies and other key factors which can have an impact on the commercial success of your business.

In particular, it is useful in forecasting revenue as it provides valuable data regarding potential customers’ spending habits and preferences.

You may find that customers may prefer single-origin coffees more than blends, or that they might be interested in trying specialty coffee flavors. Additionally, market research could reveal that customers may be interested in purchasing pre-ground coffees, or that they may be more likely to purchase coffee in larger quantities.

This information can then be used to create more accurate financial projections which will help investors make informed decisions about investing in your coffee roaster.

coffee roaster business plan: successful entrepreneur

Developing the marketing plan for a coffee roaster

Before delving into your coffee roaster business plan, it's imperative to budget for sales and marketing expenses.

To achieve this, a comprehensive sales and marketing plan is essential. This plan should provide an accurate projection of the necessary actions to acquire and retain customers.

Additionally, it will outline the required workforce to carry out these initiatives and the corresponding budget for promotions, advertising, and other marketing endeavours.

By budgeting accordingly, you can ensure that the right resources are allocated to these vital activities, aligning them with the sales and growth objectives outlined in your business plan.

The staffing and equipment needs of a coffee roaster

Whether you are at the beginning stages of your coffee roaster or expanding its horizons, having a clear plan for recruitment and capital expenditures (investment in equipment and real estate) is vital to ensure your business's success.

To achieve this, both the recruitment and investment plans must align coherently with the projected timing and level of growth in your forecast. It is essential to secure appropriate funding for these plans.

A coffee roaster might incur staffing costs such as hiring a skilled roaster, and a shift supervisor to manage the staff. They might also need to purchase or rent equipment such as a roaster, a grinder, packing equipment, etc.

To create a financial forecast that accurately represents your business's outlook, remember to factor in other day-to-day operating expenses.

Now that you have all the necessary information, it's time to dive in and start creating your business plan and developing the financial forecast for your coffee roaster.

Need a solid financial forecast?

The Business Plan Shop does the maths for you. Simply enter your revenues, costs and investments. Click save and our online tool builds a three-way forecast for you instantly.

Screenshot from The Business Plan Shop's Financial Forecasting Software

What goes into your coffee roaster's financial forecast?

The objective of the financial forecast of your coffee roaster's business plan is to show the growth, profitability, funding requirements, and cash generation potential of your business over the next 3 to 5 years.

The four key outputs of a financial forecast for a coffee roaster are:

The profit and loss (P&L) statement ,
The projected balance sheet ,
The cash flow forecast ,
And the sources and uses table .

Let's look at each of these in a bit more detail.

The projected P&L statement

Your coffee roaster forecasted P&L statement enables the reader of your business plan to get an idea of how much revenue and profits your business is expected to make in the near future.

forecasted profit and loss statement in a coffee roaster business plan

Ideally, your reader will want to see:

Growth above the inflation level
Expanding profit margins
Positive net profit throughout the plan

Expectations for an established coffee roaster will of course be different than for a startup. Existing businesses which have reached their cruising altitude might have slower growth and higher margins than ventures just being started.

The projected balance sheet of your coffee roaster

Your coffee roaster's forecasted balance sheet enables the reader of your plan to assess your financial structure, working capital, and investment policy.

It is composed of three types of elements: assets, liabilities and equity:

Assets: represent what the business owns and uses to produce cash flows. It includes resources such as cash, equipment, and accounts receivable (money owed by clients).
Liabilities: represent funds advanced to the business by lenders and other creditors. It includes items such as accounts payable (money owed to suppliers), taxes due and loans.
Equity: is the combination of what has been invested by the business owners and the cumulative profits and losses generated by the business to date (which are called retained earnings). Equity is a proxy for the value of the owner's stake in the business.

example of forecasted balance sheet in a coffee roaster business plan

Your coffee roaster's balance sheet will usually be analyzed in conjunction with the other financial statements included in your forecast.

Two key points of focus will be:

Your coffee roaster's liquidity: does your business have sufficient cash and short-term assets to pay what it owes over the next 12 months?
And its solvency: does your business have the capacity to repay its debt over the medium-term?

The projected cash flow statement

A cash flow forecast for a coffee roaster shows how much cash the business is projected to generate or consume.

example of cash flow forecast in a coffee roaster business plan

The cash flow statement is divided into 3 main areas:

The operating cash flow shows how much cash is generated or consumed by the operations (running the business)
The investing cash flow shows how much cash is being invested in capital expenditure (equipment, real estate, etc.)
The financing cash flow shows how much cash is raised or distributed to investors and lenders

Looking at the cash flow forecast helps you to ensure that your business has enough cash to keep running, and can help you anticipate potential cash shortfalls.

It is also a best practice to include a monthly cash flow statement in the appendices of your coffee roaster business plan so that the readers can view the impact of seasonality on your business cash position and generation.

The initial financing plan

The initial financing plan - also called a sources and uses table - is an important tool when starting a coffee roaster.

It shows where the money needed to set up the business will come from (sources) and how it will be allocated (uses).

initial financing plan in a coffee roaster business plan

Having this table helps understand what costs are involved in setting up the coffee roaster, how the risks are distributed between the shareholders and the lenders, and what will be the starting cash position (which needs to be sufficient to sustain operations until the business breaks even).

Now that the financial forecast of a coffee roaster business plan is understood, let's focus on what goes into the written part of the plan.

The written part of a coffee roaster business plan

The written part of the business plan is where you will explain what your business does and how it operates, what your target market is, whom you compete against, and what strategy you will put in place to seize the commercial opportunity you've identified.

Having this context is key for the reader to form a view on whether or not they believe that your plan is achievable and the numbers in your forecast realistic.

The written part of a coffee roaster business plan is composed of 7 main sections:

The executive summary
The presentation of the company
The products and services
The market analysis
The strategy
The operations
The financial plan

Let's go through the content of each section in more detail!

1. The executive summary

The first section of your coffee roaster's business plan is the executive summary which provides, as its name suggests, an enticing summary of your plan which should hook the reader and make them want to know more about your business.

When writing the executive summary, it is important to provide an overview of the business, the market, the key financials, and what you are asking from the reader.

Start with a brief introduction of the business, its name, concept, location, how long it has been in operation, and what makes it unique. Mention any services or products you plan to offer and who you sell to.

Then you should follow with an overview of the addressable market for your coffee roaster, current trends, and potential growth opportunities.

You should then include a summary of your key financial figures such as projected revenues, profits, and cash flows.

Finally, you should detail any funding requirements in the ask section.

2. The presentation of the company

As you build your coffee roaster business plan, the second section deserves attention as it delves into the structure and ownership, location, and management team of your company.

In the structure and ownership part, you'll provide valuable insights into the legal structure of the business, the identities of the owners, and their respective investments and ownership stakes. This level of transparency is vital, particularly if you're seeking financing, as it clarifies which legal entity will receive the funds and who holds the reins of the business.

Moving to the location part, you'll offer a comprehensive view of the company's premises and articulate why this specific location is strategic for the business, emphasizing factors like catchment area, accessibility, and nearby amenities.

When describing the location of your coffee roaster, you could highlight its proximity to a major metropolitan area, as well as its access to a large population of potential customers. You might emphasize its ease of access from multiple transportation hubs, which could make it attractive to both employees and customers. Additionally, you may point out the potential for growth in the local economy, which could provide additional opportunities for your business.

Lastly, you should introduce your esteemed management team. Provide a thorough explanation of each member's role, background, and extensive experience.

It's equally important to highlight any past successes the management team has achieved and underscore the duration they've been working together. This information will instil trust in potential lenders or investors, showcasing the strength and expertise of your leadership team and their ability to deliver the business plan.

3. The products and services section

The products and services section of your coffee roaster business plan should include a detailed description of what your company sells to its customers.

For example, your coffee roasting business could offer freshly roasted coffee beans, custom blends, and a subscription-based delivery service to its customers. The freshly roasted coffee beans would provide an unparalleled depth of flavor and aroma for the customer, while the custom blends would enable them to create a unique flavor profile they can't find anywhere else. The subscription-based delivery service would offer convenience, allowing customers to have fresh coffee delivered to their door on a regular basis.

The reader will want to understand what makes your coffee roaster unique from other businesses in this competitive market.

When drafting this section, you should be precise about the categories of products or services you sell, the clients you are targeting and the channels that you are targeting them through.

coffee roaster business plan: products and services section

4. The market analysis

When outlining your market analysis in the coffee roaster business plan, it's essential to include comprehensive details about customers' demographics and segmentation, target market, competition, barriers to entry, and relevant regulations.

The primary aim of this section is to give the reader an understanding of the market size and appeal while demonstrating your expertise in the industry.

To begin, delve into the demographics and segmentation subsection, providing an overview of the addressable market for your coffee roaster, key marketplace trends, and introducing various customer segments and their preferences in terms of purchasing habits and budgets.

Next, shift your focus to the target market subsection, where you can zoom in on the specific customer segments your coffee roaster targets. Explain how your products and services are tailored to meet the unique needs of these customers.

For example, your target market might include people who work from home and don't live near a coffee shop. These are people who need a quality cup of coffee to give them an energy needed to do their work and are willing to pay a premium for quality coffee delivered to their door.

In the competition subsection, introduce your main competitors and explain what sets your coffee roaster apart from them.

Finally, round off your market analysis by providing an overview of the main regulations that apply to your coffee roaster.

5. The strategy section

When writing the strategy section of a business plan for your coffee roaster, it is essential to include information about your competitive edge, pricing strategy, sales & marketing plan, milestones, and risks and mitigants.

The competitive edge subsection should explain what sets your company apart from its competitors. This part is especially key if you are writing the business plan of a startup, as you have to make a name for yourself in the marketplace against established players.

The pricing strategy subsection should demonstrate how you intend to remain profitable while still offering competitive prices to your customers.

The sales & marketing plan should outline how you intend to reach out and acquire new customers, as well as retain existing ones with loyalty programs or special offers.

The milestones subsection should outline what your company has achieved to date, and its main objectives for the years to come - along with dates so that everyone involved has clear expectations of when progress can be expected.

The risks and mitigants subsection should list the main risks that jeopardize the execution of your plan and explain what measures you have taken to minimize these. This is essential in order for investors or lenders to feel secure in investing in your venture.

Your coffee roaster faces a variety of risks. One risk could be a lack of adequate insurance. Without the proper coverage, they may be subject to financial losses in the event of an accident or lawsuit. Another risk is the potential for an increase in the price of raw materials. If the cost of beans, for example, goes up, it could have a negative impact on the cost of production and the ability to remain competitive in the market.

6. The operations section

The operations of your coffee roaster must be presented in detail in your business plan.

The first thing you should cover in this section is your staffing team, the main roles, and the overall recruitment plan to support the growth expected in your business plan. You should also outline the qualifications and experience necessary to fulfil each role, and how you intend to recruit (using job boards, referrals, or headhunters).

You should then state the operating hours of your coffee roaster - so that the reader can check the adequacy of your staffing levels - and any plans for varying opening times during peak season. Additionally, the plan should include details on how you will handle customer queries outside of normal operating hours.

The next part of this section should focus on the key assets and IP required to operate your business. If you depend on any licenses or trademarks, physical structures (equipment or property) or lease agreements, these should all go in there.

You may have key assets such as the coffee roaster itself, as well as any equipment associated with the roasting process. Additionally, intellectual property such as your unique recipes, methods, and processes could be an important asset to your business. You might also have branding, logos, and other creative works that could help you stand out in the market.

Finally, you should include a list of suppliers that you plan to work with and a breakdown of their services and main commercial terms (price, payment terms, contract duration, etc.). Investors are always keen to know if there is a particular reason why you have chosen to work with a specific supplier (higher-quality products or past relationships for example).

7. The presentation of the financial plan

The financial plan section is where we will include the financial forecast we discussed earlier in this guide.

Now that you have a clear idea of what goes into a coffee roaster business plan, let's look at some of the tools you can use to create yours efficiently.

What tool should I use to write my coffee roaster's business plan?

There are two main ways of creating your coffee roaster business plan:

Using specialized business planning software,
Hiring a business plan writer.

Using an online business plan software for your coffee roaster's business plan

The modern and most efficient way to write a coffee roaster business plan is to use business plan software .

There are several advantages to using specialized software:

You can easily create your financial forecast by letting the software take care of the financial calculations for you without errors
You are guided through the writing process by detailed instructions and examples for each part of the plan
You can access a library of dozens of complete business plan samples and templates for inspiration
You get a professional business plan, formatted and ready to be sent to your bank or investors
You can easily track your actual financial performance against your financial forecast
You can create scenarios to stress test your forecast's main assumptions
You can easily update your forecast as time goes by to maintain visibility on future cash flows
You have a friendly support team on standby to assist you when you are stuck

If you're interested in using this type of solution, you can try The Business Plan Shop for free by signing up here .

Hiring a business plan writer to write your coffee roaster's business plan

Outsourcing your coffee roaster business plan to a business plan writer can also be a viable option.

Business plan writers are skilled in creating error-free business plans and accurate financial forecasts. Moreover, hiring a consultant can save you valuable time, allowing you to focus on day-to-day business operations.

However, it's essential to be aware that hiring business plan writers will be expensive, as you're not only paying for their time but also the software they use and their profit margin.

Based on experience, you should budget at least £1.5k ($2.0k) excluding tax for a comprehensive business plan, and more if you require changes after initial discussions with lenders or investors.

Also, exercise caution when seeking investment. Investors prefer their funds to be directed towards business growth rather than spent on consulting fees. Therefore, the amount you spend on business plan writing services and other consulting services should be insignificant compared to the amount raised.

Keep in mind that one drawback is that you usually don't own the business plan itself; you only receive the output, while the actual document is saved in the consultant's business planning software. This can make it challenging to update the document without retaining the consultant's services.

For these reasons, carefully consider outsourcing your coffee roaster business plan to a business plan writer, weighing the advantages and disadvantages of seeking outside assistance.

Why not create your coffee roaster's business plan using Word or Excel?

Using Microsoft Excel and Word (or their Google, Apple, or open-source equivalents) to write a coffee roaster business plan is a terrible idea.

For starters, creating an accurate and error-free financial forecast on Excel (or any spreadsheet) is very technical and requires both a strong grasp of accounting principles and solid skills in financial modelling.

As a result, it is unlikely anyone will trust your numbers unless - like us at The Business Plan Shop - you hold a degree in finance and accounting and have significant financial modelling experience in your past.

The second reason is that it is inefficient. Building forecasts on spreadsheets was the only option in the 1990s and early 2000s, nowadays technology has advanced and software can do it much faster and much more accurately.

And with the rise of AI, software is also becoming smarter at helping us detect mistakes in our forecasts and helping us analyse the numbers to make better decisions.

Also, using software makes it easy to compare actuals vs. forecasts and maintain our forecasts up to date to maintain visibility on future cash flows - as we discussed earlier in this guide - whereas this is a pain to do with a spreadsheet.

That's for the forecast, but what about the written part of my coffee roaster business plan?

This part is less error-prone, but here also software brings tremendous gains in productivity:

Word processors don't include instructions and examples for each part of your business plan
Word processors don't update your numbers automatically when they change in your forecast
Word processors don't handle the formatting for you

Overall, while Word or Excel may be viable options for creating a coffee roaster business plan for some entrepreneurs, it is by far not the best or most efficient solution.

Using business plan software is a modern and cost-effective way of writing and maintaining business plans.
A business plan is not a one-shot exercise as maintaining it current is the only way to keep visibility on your future cash flows.
A business plan has 2 main parts: a financial forecast outlining the funding requirements of your coffee roaster and the expected growth, profits and cash flows for the next 3 to 5 years; and a written part which gives the reader the information needed to decide if they believe the forecast is achievable.

We hope that this in-depth guide met your expectations and that you now have a clear understanding of how to write your coffee roaster business plan. Do not hesitate to contact our friendly team if you have questions additional questions we haven't addressed here.

Also on The Business Plan Shop

How to write a business plan to secure a bank loan?
Key steps to write a business plan?
Top mistakes to avoid in your business plan

Do you know entrepreneurs interested in starting or growing a coffee roaster? Share this article 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

The Business Plan Shop | Business Plan Software

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

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

Coffee Roasting Business Plan Example

JUL.17, 2018

Do you want to start a coffee roasting business?

Starting a coffee roasting business is one of the best decisions you can ever make given the increasing popularity of coffee uptake. According to statistics from the National Coffee Association, the number of Americans consuming coffee has reached the peak since 2012. Figures indicate over 64% of Americans aged 18 and above have a cup of coffee on a daily basis with a further increase expected which is attributed to the popularity of gourmet drinks. A business plan coffee roaster is a superb business idea that is poised for success so long you plan adequately. Coffee roasting is more than just a business, it’s an art. Being passionate about your craft and having a good business plan coffee roaster is the secret to succeeding in this business.

Executive Summary

2.1 the business.

The coffee roasting business will be registered as Blonch Coffee and will be located in Harlem neighborhood of New York City. The business will be managed by Maria Rodriguez who is a professional and licensed Q Grader.

2.2 Management Team

Maria Rodriguez, Owner and Proprietor of Blonch Coffee is a licensed and experienced Q Grader with extensive experience in the U.S coffee industry. Prior to starting coffee roasting business , Maria worked for high profile coffee brands across the United States and participated in numerous local, regional and international coffee tasting events.

2.3 Customer Focus

In order for the business plan coffee roaster to succeed, Maria has carefully studied the market and relied on her vast industry experience to come up with an appropriate approach that Blonch Coffee will use to reach out to the target market.

2.4 Business Target

Before starting her own business plan coffee roaster , Rodriguez did extensive market research coupled with her intricate knowledge of the business to identify the right business target. The key is to find creative marketing approaches to effectively reach out to the customer target.

Coffee Roasting Business Plan - 3 Years Profit Forecast

Company Summary

3.1 company owner.

Maria Rodriguez is an experienced Q Grader whose successful career in the coffee making and tasting industry spans over two decades. Having worked for various top brands across the U.S. and participated in high profile events, Maria definitely has what it takes and hands-on skills of how to start a coffee roasting business .

3.2 Aim of Starting the Business

The coffee culture is constantly evolving for this reason, the demand for roasted coffee has increased significantly. Not only is coffee taken as a daily beverage, specialty coffees have now become the norm. Discerning coffee lovers are keen on quality coffee which lays a huge emphasis on how people drink and perceive coffee. To be part of this new exciting culture change, Maria Rodriguez thought of starting a coffee bean business that adopts a unique and transformational approach of coffee roasting.

3.3 How the Business will be Started

With over 20 years of experience in the coffee industry, Maria Rodriguez has a deep understanding of emerging coffee roasting trends and customer expectations. Given her involvement in the industry on a day-to-day basis, she knows what is required to start a successful business plan coffee roaster . To actualize her plan, Maria has worked closely with a team of experienced financial experts to formulate a comprehensive financial analysis and business plan coffee roaster that will guide the entire setup and operation of the business.

Coffee Roasting Business Plan - Startup Cost

Services for Customers

Blonch Coffee has specialized in sourcing, roasting, packaging and organizing delivery for uniquely customized and specialized coffee products. The business offers a wide array of blended and roasted coffees which have been prepared from different kinds of coffee beans. Starting a coffee roasting company poised for success depends on how well blending is done for various kinds of beans.

Blonch Roasters intends to offer a wide range of coffee specialties which include:

Bistro Blend
Espresso and Decaf Espresso
African Roast
French Roast

Marketing Analysis of Coffee Roasting Business

Coffee is the second most popular traded commodity in the world after oil. The worldwide coffee retail market is a whopping $56 billion industry. Nowadays, coffee consumers prefer taking high-grade coffees with increased focus on quality and unique blending of beans. In the U.S. the coffee market industry has reached unprecedented levels of growth and for this reason, Blonch Coffee plans to rely on an objective coffee roasting business plan to set up its operations. To succeed in this business plan coffee roaster , extensive market analysis has been carried out to identify opportunities available to support business growth. Studying local trends and having a deep understanding of the local coffee roasting market will help Blonch to strategically position its brand.

5.1 Market Segment

In order for Blonch Coffee to achieve its targets, the coffee roasting business will focus on offering various kinds of products and services. Identifying the targeted customer segments is an important step Blonch Coffee has to deal with before as part of the plans to start coffee roasting business . After identifying the right market segment, the business plan coffee roaster can then come up with creative marketing strategy for business in order to woo customers.

Coffee Roasting Business Plan - Market Segmentation

5.1.1 Coffee Brewing Premises

One of the largest potential customers for Blonch Coffee is coffee brewing facilities which heavily rely on coffee products on a daily basis to serve their customers. These customers buy roasted coffee beans for the purposes of preparing and selling coffee and espresso drinks. This category includes Coffee Shops , Restaurants, drive-through and Bakeries. With the increasing uptake of coffee, selling directly to various coffee businesses is a sure way of boosting revenues for the coffee roasting business. Because these businesses require coffee products on a daily basis, this is a lucrative market Blonch Coffee must make an effort to reach out to.

5.1.2 Corporates

To start a successful coffee roasting business, you cannot afford to ignore the corporate market which is one of the biggest consumers of coffee products. New York City is a corporate and financial hub with thousands of organizations plying their trade in the city. Office coffee is a popular trend in offices and Blonch Coffee is positioned in a strategic New York neighborhood with easy connections to New York’s Financial District whether a majority of corporates have their offices. Aside from catering for offices, other institutions include schools, hospitals and factories among others.

5.1.3 Retail Specialty Shops

Coffee is a popular item that is stocked in various gourmet and gift shops. People nowadays love and appreciate coffee products as gifts which creates a great opportunity for Blonch Coffee to make unique products that are attractive to retailers focusing on selling specialty and gourmet coffee.

5.1.4 Mail Order

Mail Order coffee is increasing in popularity as many people now order for coffee online. This is an incredible way of boosting revenue for Blonch Coffee as the business can produce coffee for shipping to various places across the U.S. and worldwide. When you start your own coffee roasting business , you must be willing to go beyond the traditional market.

5.1.5 Grocery Stores

Grocery stores buy beans from coffee roasters in bulk for the purposes of resale or prepackaging to their customers. Unlike coffee shops, grocery stores don’t prepare coffee drinks for their customers.

5.2 Business Target

Blonch Coffee has an excellent opportunity to offer its services in the greater New York area thanks to the changing perceptions about coffee. New York is a large city with many coffee bean roasting business establishments, but that doesn’t prevent Blonch Coffee from making an impact. Using a diversified product range and a good business plan coffee roaster , the business hopes to realize an annual sales increase of 20-30% per annum.

5.3 Product Pricing

Before coming up with product prices, Blonch Coffee has carried out an extensive market research that takes into account the prices of competitors. In order to stay afloat, the business has carefully priced its products to compete favorably.

With the right marketing strategies in place, Blonch Coffee has an exceptional chance to appeal to customers and consistently grow revenue margins. Each marketing strategy is aimed at reaching the target customers with awesome products that exceed client expectations. When planning how to start coffee roasting business , there must be an effective marketing strategy in place in order to remain relevant in a fast growing industry.

6.1 Competitive Analysis

Blonch Coffee plans to come up with a business model that will effectively guide its day-to-day operations and ensure customer expectations are fully met. Even though there are numerous coffee roasting businesses in New York, Maria Rodriguez knows how to start a coffee roasting business and put in place the right mechanisms to remain ahead of competitors.

6.2 Sales Strategy

For Blonch Coffee to meet its sales and revenue goals, the following strategies will be implemented to help advertise the business.

Print Advertising Campaigns is one of the most effective sales strategies that reaches out to a mass target audience. The business intends to print brochures and put advertisements in local dailies as well as local coffee trade publications and journals. By doing this, the local community is made aware about the coffee roasting business.
Get the word out and organize an opening party to introduce the business to customers and industry stakeholders. A cupping event is ideal as it allows guests to taste, compare and analyze different varieties of coffee. This is a perfect opportunity for prospective customers to sample what Blonch Coffee has to offer.
Digital advertising is the new kid on the block. Social media channels such as Facebook, Twitter and Instagram among others are excellent ways of sending out word about the coffee roasting business. Online advertising such as Google Ads allow for localized advertising which is aimed at the local target.
Attend industry related trade shows and exhibitions with an aim of marketing the coffee roasting business. This is an effective sales strategy that connects the business with right people who will be instrumental in growing revenue margins.

6.3 Sales Forecast

To achieve its goals, Blonch Coffee has come up with a sales forecast to show the coffee roasting business intends to meet its financial goals. Using a comprehensive business plan coffee roaster , the business knows which areas to focus on to achieve financial success.

Coffee Roasting Business Plan - Unit Sales

Personnel Plan

In order to realize its goals, Blonch Coffee intends to hire a team of qualified and experienced staff to manage day-to-day operations of the business. How to start a coffee roasting company and run it successfully depends on the caliber of staff hired. A good business plan coffee roaster should incorporate a personnel budget to enable the business plan coffee roaster know how much will be spent on salaries.

7.1 Personnel Plan

To effectively run business operations, Maria Rodriguez who is the Owner and Proprietor of Blonch Coffee will be in charge of running the coffee roasting business on a daily basis. To ensure smooth running of the business plan coffee roaster , the following staff will be employed in various departments.

Business Development and Sales Manager
2 Support Staff
1 Admin Assistant
1 Shipping Executive

Successful applicants will undergo training to familiarize themselves with business plan coffee roaster operations.

7.2 Average Salaries

Blonch Coffee plans to pay its staff the following salaries within the first three years of operation.

Financial Plan

Blonch Coffee has come up with a comprehensive financial plan that will be instrumental in driving success and business growth. In this business plan coffee roaster of how to start coffee roasting , Maria Rodriguez will use her savings to start the business but will be assisted by two investors. In addition, a business plan for a bank loan will be secured to help finance the budget deficit to meet expenses. For a business to be successful, there must be a good plan to guide operations and finances. Below is key financial data for Blonch Coffee.

8.1 Important Assumptions

The financial forecast for Blonch Coffee is based on the assumptions below.

8.2 Brake-even Analysis

Blonch Coffee Brake-even analysis is illustrated in the graph below.

Coffee Roasting Business Plan - Brake-even Analysis

8.3 Projected Profit and Loss

Profit and Loss information for the coffee roasting business is calculated on a monthly and annual basis as shown below.

8.3.1 Monthly Profit

Coffee Roasting Business Plan - Profit Monthly

8.3.2 Yearly Profit

Coffee Roasting Business Plan - Profit Yearly

8.3.3 Monthly Gross Margin

Coffee Roasting Business Plan - Gross Margin Monthly

8.3.4 Yearly Gross Margin

Coffee Roasting Business Plan - Gross Margin Yearly

8.4 Projected Cash Flow

Below is a summary of Pro forma cash flow, subtotal cash spent, subtotal cash received, subtotal cash spent on operations and subtotal cash from operations.

Coffee Roasting Business Plan - Projected Cash Flow

8.5 Projected Balance Sheet

Below is a Projected Balance Sheet for Blonch Coffee that shows capital, assets, liabilities, current liabilities and long term assets.

8.6 Business Ratios

The following is the Ratio Analysis, Business Ratios and Business Net Worth for Blonch Coffee.

Download Coffee Roasting Business Plan Sample in pdf

OGScapital staff also specialize in compiling such as bubble tea shop business plan , marketing plan for a bakery business , making a business plan for a bar , start a barbecue business plan , craft brewery business plan , bed and breakfast business plan and etc.

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

Comment (1)

your business plan is interesting, I want your advice on the similar issue

mentioned in the press:

Search the site:

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

QR Code Menu

></center></p><h2>How to Write a Successful Coffee Shop Business Plan (with Template)</h2><ul><li>By Tam Nguyen</li></ul><p><center><img style=

Dreaming of opening a coffee shop? You’re not alone. The coffee industry is bustling with passionate business owners eager to make their mark. However, becoming successful coffee shop owners requires more than just a love for the brew. It demands a clear vision that differentiates your coffee house in a saturated market. A well-crafted business plan not only gives life to your idea but also sets your business on a path to thrive. Whether you’re a newbie or a seasoned entrepreneur, this guide, complete with a free template, will help you craft a business plan that markets and propels your coffee venture to success.

What is A Coffee Shop Business Plan?

A coffee shop business plan is a comprehensive document that explains what your business idea is, how you intend to penetrate the coffee market, and the strategies you’ll employ to run your coffee shop successfully. When opening a cafe, many aspiring cafe or coffee shop owners underestimate the value of a structured plan. However, this document does more than just outline the needs to open a coffee shop; it gives a detailed roadmap for your new business, offering clarity on every aspect of its operation.

More than that, presenting a well-structured business plan to potential investors is essential. It not only showcases your commitment but also your understanding of the industry, making it a vital tool for securing funding. While crafting a business plan can seem daunting initially, it’s the foundation that both clarifies your idea and sets your business on the trajectory for growth and success in the competitive world of cafes and coffee shops.

Why A Business Plan Is Important For A Successful Coffee Shop Business?

1. Clear Vision and Objectives

When you set up your coffee shop, having a business plan establishes a clear vision and defines your objectives. It is the backbone that steers every decision you’ll make. Without a clear outline, you may find yourself swaying from one idea to the next. With a detailed business plan, you can present a clear business proposal to stakeholders, ensuring them and yourself of the path you plan to tread.

2. Financial Planning

A comprehensive business plan is imperative for accurate financial planning. It will include information on how much capital is required to start, what your ongoing costs will be, and the revenues you plan to generate. If you’re seeking external funding, investors will want to see how you plan to use their money, and most importantly, how you plan to make a return on that investment. If you plan to sell specialty blends or unique treats, the financial section can also help you plan a strategy for pricing, promotion, and sales forecasts.

3. Operational Efficiency

Operational efficiency is the linchpin that holds all business operations together. A business plan will map out every detail, from supplier agreements to employee schedules. You may want to create special events or loyalty programs for regular customers, and this is where a business plan can help you plan a strategy for success. It becomes the reference point, ensuring that daily tasks align with the broader objectives, guaranteeing that resources, time, and efforts are used optimally.

Step-by-step Guide To Write A Coffee Shop Business Plan

1. Executive Summary

The Executive Summary is like the introduction of a novel – it provides a snapshot of what is to come. Typically, you write the executive summary last, even though it appears first in your business plan. It encapsulates the essence of your coffee shop’s mission, objectives, and financial overview, succinctly explaining what your business concept is about. This section is crucial because many coffee shops fail to engage potential investors right off the bat. Ideally, it should be concise – a page or two.

What should you cover in an Executive Summary?

Introduce Your Coffee Shop or Cafe: Provide a company overview, giving readers insight into what makes your coffee shop unique from the myriad of coffee bars in the market.
State Your Mission and Vision: Describe what drives your coffee business and where you see it in the future.
Outline Your Objective: Define clear, measurable goals that you aim to achieve.
Provide a Financial Overview: Highlight projected profit margins, a brief balance sheet, and other pertinent financial data.

2. Coffee Shop Business Description

This section paints a picture of your coffee shop. It’s where you elaborate on how you plan to infuse the local coffee market with your unique brews and pastries.

What should you cover in the Coffee Shop Description section?

Coffee Shop Concept: Dive into the types of coffee drinks you plan to offer, whether it’s a rich espresso or a classic brewed coffee.
Unique Selling Proposition: Discuss what makes your coffee shop stand out, be it a special blend of coffee beans, a unique roasting method using a specific coffee roaster, or artisanal pastry offerings.
Operational Plan: Briefly touch upon how you’ll manage your coffee shop, from sourcing beans to serving cups of coffee.

3. Market Analysis

Before pouring your first espresso, performing market research before starting your coffee business is essential. This section dives deep into understanding your potential customer base and the coffee industry landscape in your area.

What should you cover in this section?

Target Market: Describe your ideal customer. Are they local residents, office workers, or students?
Location: Discuss the significance of your chosen location. Are there many coffee shops in the area? How does your location cater to your target market?
Competition: Analyze existing coffee shops. What coffee and food products do they offer? What pricing strategy do they employ? How will your coffee shop compete or complement them?

4. Organization and Management

Behind every successful coffee shop is a robust organizational structure and a competent management team.

What should you cover in the Organization and Management Plan?

Coffee Shop Ownership Information: Highlight the business’s legal structure.
Profiles of Your Coffee Shop Management Team: Include details about your baristas, perhaps a part-time accountant, and someone to manage marketing. It can be helpful to create profiles for each role, detailing responsibilities and expertise.

5. Sample Menu

Your menu is the heart of your coffee shop. It’s more than just a list of coffee and tea; it’s an expression of your brand.

What should you consider when creating a Sample Menu?

Menu Items: Detail the types of coffee, espresso drinks, and pastries you plan to offer. Maybe consider including non-coffee items like teas or specialty drinks.
Unique Selling Proposition: Reiterate what makes your coffee or food items different from other coffee shops in the area.
Menu Pricing : Discuss your pricing strategy, keeping in mind profit margin, competitors’ prices, and your target customer base.

6. Marketing Plan

To brew success, it’s not enough to have a fantastic coffee product; you must effectively market it.

What should you cover in a Marketing Strategy for your Coffee Shop Business?

Define Your Brand: What voice, theme, or emotion do you want your coffee shop to evoke?
Lay out your plans for social media campaigns, local partnerships, loyalty programs, SEO for website, and other promotional strategies.
Considering using an online food ordering system in your food truck
Create a digital menu with QR code to make your menu easy for your customers to access online

7. Operations Plan

Efficiency is key to the daily grind of running a cafe. The operations section provides a detailed look at the day-to-day operations of your coffee shop business.

What Operational Issues should you address in your Business Plan?

Supply Chain: Where will you buy your coffee beans? Who will be your coffee roaster?
Operating Hours: Consider the best times to cater to your target market.
Staffing: Detail roles, such as barista, manager, and part-time support.
Equipment: List down essential equipment, from espresso machines to ovens.

8. Financial Plan

In this crucial section of your business plan, delving into the financial specifics is paramount to lay out a concrete roadmap for the fiscal aspects of your coffee shop.

How Much Does It Cost to Start a Coffee Shop?

Starting a coffee shop is not just about brewing the perfect espresso; it’s also a substantial financial commitment. The cost for opening a coffee shop can range from $80,000 to $250,000. These costs can vary widely based on factors such as location, size of the establishment, equipment quality, and inventory requirements. Moreover, the process of opening a coffee shop might also involve unexpected expenditures, so it’s essential to account for some buffer in your budget.

How Many Ways to Fund Your Coffee Shop?

There are multiple avenues for funding your coffee venture. Traditional bank loans, personal savings, angel investors, crowdfunding campaigns, and partnerships are just a few options. It’s crucial to assess which option aligns best with your business vision and financial situation.

Important Questions to Consider When You Create Your Funding Request If you’re seeking funding, there are several questions you’ll need to answer in your business plan:

How much money do you need to start and maintain your coffee shop until it becomes profitable?
What will the funds be used for specifically?
How do you plan to handle financial challenges that might arise?
How do you plan to repay any loans or provide a return on investment?

9. Financial Projections

The financial projections section of your business plan forces you to translate your coffee shop vision into numbers, ensuring you’ve accounted for all key metrics that can make or break your venture.

Break-even analysis:

This is the point where your coffee shop’s total revenues equal its total costs. Simply put, it’s when you neither make a profit nor a loss from selling coffee.

Use this formula: Fixed Costs / (Price – Variable Costs) = Break Even Point

Projected profit and loss statement:

This will provide a forecast of your expected income and expenses, giving a clear view of your venture’s profitability.

Cash flow analysis:

Essential for understanding the liquidity of your business, this tool is especially crucial for coffee shops, considering the fluctuating expenses and incomes coffee shops offer. When drafting this, consider who will read it, as stakeholders like investors or lenders might have specific expectations.

Coffee Shop Business Plan Template

Mission: To offer the community high-quality coffee in a comfortable and vibrant environment.
Vision: To become the go-to local coffee spot that fosters community connections and coffee appreciation.
Coffee Shop Description: “Java Junction” will be a modern coffee hub that emphasizes direct-trade coffee beans and a relaxed, inclusive atmosphere.
Costs: Estimated initial costs are $125,000.
Profits: Projected annual profit by year two is $75,000.

2. Description of the Coffee Shop

Coffee Shop Concept: A community-focused café emphasizing artisanal methods.
Coffee Shop Name: Java Junction
Coffee Shop Type: Sit-down café with an adjacent mini-library.
Location: Main Street, Downtown Area – chosen for its high foot traffic.
Order Fulfillment: Orders taken at the counter with table service for food.
Working Hours: Mon-Fri (7 am – 9 pm), Sat-Sun (8 am – 10 pm).

3. Menu Offer

Type of Food and Drink: Coffee, teas, pastries, and sandwiches.
Offer: From classic espresso shots to unique blends like “Lavender Latte”.
Unique Selling Point: Every coffee product uses direct-trade beans, ensuring farmer fairness.

4. Market and Competition Analysis

Market Analysis: The local population includes a mix of professionals, students, and tourists. Many search for quiet spots to work or relax.
Target Customer: Professionals aged 25-40 and students.
Size of the Target Customer: Approximately 15,000 individuals.
Competition Analysis: Three established coffee shops within a mile.
Size of the Competition: Ranging from small boutique coffee shops to a larger chain.
Competitors’ Offer: Basic coffee drinks, with limited specialty items.
Competitors’ Prices: Average of $4 for a coffee drink.

5. Investment Plan (Detailed Cost Analysis)

Investment Cost (One-off): $75,000

Equipment: $30,000
Renovations: $20,000
Initial Stock: $10,000
Licenses: $5,000
Miscellaneous: $10,000

Operating Costs (Monthly): $17,000

Rent: $3,000
Salaries: $10,000
Utilities: $1,000
Stock: $2,000
Marketing: $1,000

6. Financial Forecast

Year one is projected to break even, with a profit of $50,000 expected in year two, and $75,000 in year three, considering growth and expanding customer base.

Owner: Jamie Smith, a coffee enthusiast with a business degree.
Manager: Alex Brown, previously managed a successful coffee chain for five years.
Baristas: A team of 4 skilled individuals passionate about coffee.

8. Marketing Plan

Java Junction will use a mix of social media marketing, local print advertising, and loyalty programs to attract and retain customers. Regular events, such as “Buy Our Coffee Day” and collaboration with local businesses, will drive foot traffic and community engagement, integral components for starting your coffee shop and making it successful.

This coffee shop business plan sample is hypothetical and serves as a template. Tailoring specifics to your local market, vision, and unique aspects will be necessary. Every coffee shop has nuances that can make them successful, whether it be the coffee products they sell, the environment they cultivate, or the events they host. Focus on what will make your coffee shop stand out and be sure to engage your community.

Tips For Writing a Business Plan For a Coffee Shop

Your business plan becomes the blueprint of your vision. Here are essential tips to consider:

Comprehensiveness is Key: Ensure your plan encompasses all sections you should include, such as marketing, financial projections, and operations. A well-rounded plan provides a holistic view of your business.

Tailor to Your Audience: If you’re presenting to potential investors, focus on profitability and growth projections. For a landlord, emphasize the benefits your coffee shop will bring to their property.

Specialize in Marketing: Given the competitiveness in the coffee industry, it’s crucial to have a solid marketing plan. If marketing isn’t your strength, consider hiring someone to do marketing for your venture. A strong online presence, loyalty programs, and community engagement can set you apart.

Research Your Market: Understand what nearby coffee shops include in their offerings. Identify gaps in the market and strategize on how your shop can fill them.

Stay Flexible: While a business plan provides direction, remain adaptable. The coffee industry is dynamic, and your ability to pivot can prove invaluable.

Separate Sections for Clarity: If your plan becomes too dense, you might want to create a separate document for specific sections like a detailed marketing strategy or an in-depth market analysis. This makes your primary business plan concise and more readable.

Frequently Asked Questions

1. how profitable is owning a coffee shop.

Owning a coffee shop can be profitable, depending on factors like location, quality of products, and management. On average, after expenses, many coffee shops report a profit margin of around 3% to 5%, with some successful ones achieving even higher. However, it’s essential to factor in initial setup costs, ongoing expenses, and market competition.

2. How do I start a coffee shop business plan?

Starting a coffee shop business plan involves multiple steps. Begin by defining your coffee shop’s mission and vision. Conduct market research to understand your target audience and competitors. Then, detail out sections like your product offerings, pricing strategy, marketing plan, financial projections, and operational procedures. If you’re thinking of opening a coffee shop, a well-thought-out business plan is indispensable.

3. What is a business plan for a coffee shop?

A coffee shop business plan is a detailed document that outlines your coffee shop’s objectives, strategies, and operational procedures. It acts as a roadmap, guiding you from the startup phase to establishing a thriving business. Moreover, if you need a coffee shop business loan or investment, this plan becomes crucial in convincing stakeholders of your venture’s viability.

4. What are the 4Ps in a coffee shop business plan?

The 4Ps stand for Product, Price, Place, and Promotion. In the context of a coffee shop:

Product: What type of coffee and related products will you offer?
Price: How will you price your coffee? Will it be premium or competitive?
Place: Where will your coffee shop be located? Is it accessible to your target audience?
Promotion: How will you market your coffee shop? Will you offer promotions or loyalty programs?

These elements help in creating a marketing strategy tailored to your coffee shop’s unique needs and market position.

Launching a coffee shop is not just about brewing the perfect cup but weaving a narrative that resonates with your community, fostering an ambiance that people gravitate towards, and maintaining a seamless operation that drives profitability. The meticulous creation of a business plan is a pivotal step in this endeavor. It’s the beacon that guides budding entrepreneurs through the complexities of the coffee industry. In such a competitive marketplace, a well-structured, comprehensive business plan can make the difference between a fleeting venture and a thriving institution. To potential coffee shop owners, embrace the process, let your passion shine through in your plan, and remember that every great coffee shop started with a simple idea, much like a single coffee bean ready to brew greatness.

QR Code on Table Tents for Restaurants and Bars

how-much-does-it-cost-to-open-a-restaurant

How much does it cost to open a small restaurant

How much does it cost to open a bakery

Menubly LLC 8 The Green Suite R, Dover, Delaware 19901

Cookie Policy

How to Grow Your Coffee Roasting Business: 27 Tips from Coffee Pros

Coffee roasters like to think the key to success is simply roasting the best coffee beans out there. It’d be great if success was that straightforward, but the coffee business is a bit more complicated than that.

The problem with this business plan is that EVERYONE else is following the same one. Coffee shops have more options for high quality coffee than ever before, and even more shops are taking up the craft of roasting for themselves.

Quality is just the foot in the door for coffee roasters, as one coffee shop owner put it. What else can coffee roasters do to stand out from the crowd?

We recently conducted a survey with the help of Barista Magazine to learn more about coffee shop and customer habits. Along with learning a lot about consumer preferences, we also learned what coffee shops look for when choosing a roasting partner. The most important qualities for a coffee roaster are:

Consistency
Unique flavors
Being local

But when we asked coffee shops to explain in more detail, there seemed to be other strong factors that played a role in how coffee roasters earned their business. We picked out the best pieces of advice from coffee shops and list them below. Scroll through the 4 main categories and find the advice that resonates with you. You have our permission to steal it and turn it into a booming business. Happy roasting!

Coffee Shop Education

1. offer to run cuppings for coffee shops.

“Go above and beyond for your shops. If they want to do cuppings, send them free samples or offer to come down and teach! Your shops are a direct influence on the image of your roastery.” - Devin Parham, Head Barista at The Coffee Cup , Poteau, OK, USA

2. Provide Training to coffee shops

“Offer flexibility within roasts and support your vendors with training. It helps the cafe and ensures that your coffees are being brewed and served the way you intended when you roasted them.” - United By Blue Coffeehouse & Clothier , Philadelphia, PA, USA

“Offering trainings and being available are some things that I appreciate most about my roaster. They anticipate our needs and follow through. They do an amazing job.” - Tina Contes, Dough , Tampa FL, USA

3. Understand what it takes to be a good barista

“Be familiar with skills needed to be a good barista first. if you cannot connect the two, how can you know what your customers want. Make it a point to connect with people purchasing beans from your shop, or the shops where your beans are being sold.”

- Matthew Lynch, Street Bean Coffee , Seattle, WA, USA

4. Choose coffee shop partners who care about the product

“Display prudence when selecting a shop to prepare your coffee and oversee their procedures to ensure a proper representation of your brand and product.”

- Zachary James, Peddler Coffee , Philadelphia, PA, USA

5. Provide detailed information about the coffees

“For a roaster, having highly detailed information about the beans you're sourcing, tasting notes, the ability to host baristas on site and to articulately conduct trainings and coffee cuppings are all critical to success in the industry. This is particularly relevant if your clientele is local and actively pursuing education and transparency about their buying practices in their shops.”

- Ryan Barker, Bourbon Coffee , Washington, DC, USA

6. Be a resource to wholesale customers

“Be a resource! Offering classes, equipment, technical support, and being a familiar face adds value to your brand.” - Doug Stone, Corvus Coffee Roasters , Denver, CO, USA

Creating Quality Coffee

7. Take coffee roasting classes

“If you want to roast your own coffee you must know how to do it. You can ruin a great coffee if you don´t. Begin with the courses and then buy your roaster machine. Create a profile as so you can always roast the coffee the same way as before to have a consistent product.” - Dri Menezes, Blueberry Pie Café , Niterói, Brazil

8. Create custom blends for wholesale customers

“Listen to your client. Our roaster was very open to creating our custom blends, and roasting the single origins to our specifications.”

- Lyndsey Lee, Coffee Studio

9. Take risks with unique coffees

“Take risks. Do new things and pull in obscure coffees. Never compromise the craft of coffee roasting for profit. Remember why your coffee is special and always do your best to honor the hard work of coffee farmers.”

- Ben Hernandez, Oak Lawn Coffee , Dallas, TX, USA

10. Be transparent in sourcing

“We absolutely point blank refuse to serve coffee from roasters who aren't absolutely transparent about sourcing and blends. Put the name of the producer on the bag. Tell us what's in a blend. Source ethically and advertise that.”

- Alex Evans, M5 Espresso, Cincinnati, Ohio , USA

Building Relationships

11. relationships and trust win over customers.

“In our region, we have at least 25 fantastic roasters within two hours of our shop. Our decision came down to relationship and trust. Messenger Coffee (our primary roaster) has taken a personal interest in our business and has gone out of their way to help us grow and reach our goals. As a result, we have grown into one of their largest accounts. We couldn't have reached that without them!”

- David Adkins, Arrow Coffee Company , Manhattan, KS, USA

12. Be the “One Stop Shop” for cafes

“Be proactive. Build a full service business that consults, installs and finances equipment.”

- Avery's Coffee Roasters, Las Vegas, NV, USA

13. Build a strong relationships with local shop owners

“Build personal connections with shop owners and management--it goes a long way! We've been so lucky to forge a strong bond with our roaster. Happy to keep this going for years to come.”

- Mike Balderrama, The Potter's House , Washington, DC, USA

14. Take on small coffee shop accounts and grow with them

“Our [coffee] order was very small at the beginning but we had roasters who worked with us and helped us grow. Because of this positive relationship we are very active about promoting our roasters to our customer base.”

- Kim Wilson, Commissary Cafe , Portland, Oregon, USA

15. Communicate constantly

“Constantly checking in and sending samples to existing accounts really shows you care and will help them to grow sales, gaining you more business.”

- Michael Hoshstrasser, University Book Store Cafe , Seattle, WA, USA

16. Don’t forget about customer service

“Customer service is key. That can easily be lost when your product becomes the primary focus. If there's no customer to by the coffee, then the coffee's not worth anything. If people feel valued by you as a roaster, then they'll value your product.” - Seth Enos, Copper Kettle Coffee , Colorado Spring, CO, USA

17. Keep up with your customer’s taste preferences

“Keep your clients engaged and constantly communicate with them to ensure the product you're delivering is keeping up with their tastes as preferences change over time and if you don't reach out to them in time, they may switch roasters.”

- Minnie Antonio, Calgary, Alberta, Canada

18. Actually visit the local shops

“Visit your local shops more. It's easy to stay in the roastery all day, and neglect the shops around you. But making a dual-effort to serve excellent coffees to the community around you goes a long way. Local partnerships speak volumes in communities where coffee isn't yet being fully appreciated.”

- Jared H., Java Jolt , Jacksonville, AL, USA

19. Turn relationships into repeat business

“Focus on quality, and focus on building relationships with wholesale accounts. For us, quality is the foot in the door, the relationship is what gets us to order again.”

- Justin Carpenter, Foolish Things Coffee Company, Tulsa, OK , USA

20. Offer free samples to consumers at partner coffee shops

“Be involved in the cafes that carry your brand. Offer cupping nights for the cafes patrons. Maybe more small free samples of beans to customers.”

- Kelly Fennell, Cool Beans Coffeehouse & Cafe , Madison, WI, USA

Outreach and Marketing

21. build relationships with the baristas, not just the owners.

“Don't underestimate the power of the waitstaff. Drop samples and free coffee cards w/ them so they are familiar w/ your product and will recommend and sell. (and make sure it gets reordered)”

- Sondra Powell, Red Hot Roasters , Louisville, KY, USA

22. Start with samples, follow up with a personal connection

“Drop off samples, follow up, make a personal connection, don't get discouraged if you don't wind up getting my business--at least you've made a friend!”

- Josie Hunckler, Rabble Coffee , Indianapolis, IN, USA

23. Do not make brand and marketing an afterthought

“I'm the roaster too. I will say, quality is as important as brand image. Working on branding and marketing should not be an afterthought.” - Daniel Noguera, Urbana Cafe , Cincinnati, OH, USA

Urbana Coffee in Cincinnati, OH

24. Be proactive about seeking new customers

“Approach new places that are looking for coffee - take the work away from them.”

- Avocado Cafe , CA, USA

25. Be active on social media

“Be consistent in their marketing to shops, be respectful to smaller shops (don't become inconsistent when you start getting bigger purchases), be accessible for questions, have an active social media so we can point to you (social media means a lot to small shops and it helps if we can highlight what you are doing).” - Renee Blanchard, Church Alley Coffee Bar , New Orleans, LA, USA

26. Provide pricing and wholesale information for prospects

“Clearly communicate information on pricing, the coffee, and other services you offer. I shouldn't have to look for it or ask.” - Matthew Scott

27. Make Your Website User Friendly

“For me an inviting website is always a plus for me. Something not to complicated to find out about the business and the coffees they offer.” - Victor Hodgson, Sonoma, CA, USA

Earning more business as a coffee roaster isn’t difficult; it just takes time. Being proactive about marketing will help roasters find new prospects, but business always boils down to the same three things: quality, relationships, and going above and beyond for customers.

It’s easy to get caught up in the act of roasting and forget there’s a whole wide world out there to explore. Don’t do that. Be active in the community and coffee shops will reward you with their business.

Interested in Selling Handground in Your Shop?

Handground wholesale partner application, recent articles from handground, subscribe for updates, coffee grinder.

Coffee Bean Roasting Business Plan [Sample Template]

By: Author Tony Martins Ajaero

Home » Business Plans » Food Sector » Food Processing

Do you want to start a coffee bean business and need to write a plan? If YES, here is a sample coffee bean roasting business plan template & feasibility report.

A coffee roasting business is a business that roasts green coffee beans to light (city), medium (full city) and dark (full city+) roast levels so that they can be brewed. These businesses may decide to sell their roasted coffee directly to individuals, or through coffee shops, grocers and other retailers.

Anyone looking to start this business is expected to be creative, and also passionate about coffee. Creativity helps when coming up with new blends, which requires combining different coffees in unique ways and also inventing blend names. Also, to-be roasters should be comfortable with basic scientific concepts.

Roasters don’t need a formal degree in science, but they should be comfortable with biology, physics and chemistry because roasting coffee involves each of these fields. For instance, choosing good coffees requires a knowledge of growing conditions, cultivars and varieties of coffee beans (biology).

Choosing and setting up a roaster requires an appreciation for thermodynamics (physics), knowing the exact roast profile that suits each coffee requires an understanding of how the heat applied in roasting affects the chemical structure of coffee beans (chemistry).

It’s also helpful if roasters are comfortable multitasking. Roasting a single batch of coffee takes between 10 and 15 minutes. In order to maximize efficiency, roasters often complete other tasks while batches are roasting – but they must still keep an eye on any coffee that’s roasting to ensure it’s roasted properly.

In this business, you’ll spend a lot of time roasting and packaging coffee. In a typical day, you may: Sort and weigh green (unroasted) coffee out into batches (often 5 to 20 pounds), roast batches of coffee, sort and weigh roasted coffee into retail and wholesale packages (often 12-ounce and 5-pound bags), accept and fulfill orders, clean the roaster and deliver to wholesale customers.

At least monthly, and perhaps more often, you’ll receive shipments of green coffee and send invoices to wholesale customers.

A Sample Coffee Bean Roasting Business Plan Template

1. industry overview.

According to industry reports, the coffee roaster market is expected to register a CAGR of 3.2 percent, during the forecast period (2019 – 2024). Meanwhile, roasting coffee transforms the chemical and physical properties of green coffee beans into roasted coffee products.

The roasting process is what produces the characteristic flavour of coffee by causing the green coffee beans to expand and to change colour, taste, smell, and density. Green coffee is more stable than roasted, so the roasting process tends to take place close to where it will be consumed. It reduces the time that roasted coffee spends in distribution, giving it longer shelf life.

Note that innovation and do-it-on your own are trending concepts in coffee; for instance, nitrogen-infused coffee is cold coffee brew (similar to beer). Companies like Starbucks are experimenting with nitrogen-infused coffee in the United States and the concept is gaining popularity in the United Kingdom as well.

According to reports, the key driver for the coffee roaster market is the consumer preference for fresh, flavourful, and aromatic coffee. The vast majority of coffee is roasted commercially on a large scale, but small-scale commercial roasting has grown significantly with the trend toward single-origin coffees served at specialty shops.

The restraints for coffee roaster industry are the low shelf-life of roasted coffee, as it loses the flavour due to the onset of staleness. Moreover, wide usage of instant coffee powders limits the market growth, as they reduce the time of roasting and grinding.

Opportunities in the coffee roaster market include the introduction of new blends of coffee flavours by global brands and advancement in the coffee equipment technology. Coffee roasters have a wide opportunity in houses/drive thru/espresso carts, restaurants, grocery stores, etc.

Coffee beans are a global commodity. There are many different types of beans, distinctive in the genre of plant that the bean comes from, as well as the region that the bean is grown. Note that blending different types of beans makes huge differences.

While the coffee industry as a whole has been stagnated for a while, the high-end gourmet coffee market is still growing. This can be attributed to a number of factors, including the maturing and increased sophistication.

2. Executive Summary

Green Coffee, LLC is a coffee roasting and distributor business that will offer green and roasted coffee to clients and customers in Honolulu, Hawaii. By specializing on high-quality, organic, and fair- trade green Coffee, we at Green Coffee will strive to ensure the best coffee reaches the cups of consumers.

We also offer a platform for smaller roasting operations to be able to afford a constant flow of beans by being able to negotiate fair prices and provide coffee to roasters with contracts for deferred payment or contract roasting.

By contract roasting, we can sell coffee roasted by the same experts to which we are selling our green coffee. We believe that our small scale contract roasting agreements will help us appeal to a wide variety of consumers while also keeping costs operation minimal.

The benefits will not only extend to us. We also hope to position our distribution centres to help decrease lead times for the roasters and allow them to move capital out of inventory and decrease their need for space by buying green coffee from us as needed.

At Green Coffee, we hope to make it easier for established small scale roasters to grow by assisting in negotiating lower prices and helping to advertise for them. Coffee is something that should be shared, and if a business can support roasters, importers, and farmers that agree with the mission of sustainability, then it makes sense for us to support them.

Green Coffee is being led by Lincoln Danby. Lincoln possess a strong educational background and a wealth of applicable industry experience. He received his Bachelor degree and MBA from the University of Hawaii at Mānoa. He has worked at several coffee shops, and also as a coffee roaster under the wing of a master roaster.

Through a combination of a solid Business model, strong educational credentials, and proprietary coffee roasting techniques, Lincoln possesses the requisite skills and knowledge to build Green Coffee into a significant market player in the high-end coffee market.

Sales for year two are forecasted to be $2,187,000 rising to $3,556,000 in year three. Net profit is projected to be 7.09 percent for year two and will jump to 9.21 percent in year three. The company will be structured as a Limited Liability Company and registered for Business in the state of Hawaii. The management will be composed of a single member for the time being, and the entity will be treated as a sole proprietorship under federal taxation.

3. Our Products and Services

At Green Coffee, we will offer a wide range of specially blended and roasted coffees. Our products are made up of two segments one is green coffee and the other is roasted coffee. Each coffee will be available in one pound and five pound packages, in both whole bean and ground versions.

Every product we produce will compete as the best in its respective product category based on quality and taste. The key to a wonderful bag of roasted beans is the blending of different coffee beans. Coffee beans are a global commodity.

There are many different types of beans, distinctive in the genre of plant that the bean comes from as well as the region that the bean is grown. Beyond these distinctions, beans are still a commodity. We also believe that blending different types of beans make huge differences and the roasting technique also plays a role in the taste of the coffee. Our product line will include;

Hawaiian Roast
Italian Roast
French Roast
Columbian Dark
African Roast
Bistro Blend
Decaf Roasts

4. Our Mission and Vision Statement

At Green Coffee LLC, our vision is to build brand awareness and customer service excellence, while increasing sales.
Our mission is to offer the finest selection of coffees. All our products will surpass all of its competition.
A strong customer service ethic will support the fantastic product.

Our Business Structure

Lincoln Danby, the founder and driving force of Green Coffee will be the main component of the management team. Lincoln received his Bachelor of Arts and MBA from the University of Hawaii. He has worked at several coffee shops, and also as a coffee roaster under the wing of a master roaster.

Through a combination of a solid Business model, strong educational credentials, and proprietary coffee roasting techniques, Lincoln possess the requisite skills and knowledge to build Green Coffee into a significant market player in the high-end coffee market.

We plan to establish three functioning units within Green Coffee: Production, Sales and Marketing, and General and Administrative. Green Coffee Production unit will involve our Customer Service Specialists, who will be attending to the needs of our customers.

Our Sales and Marketing will take care of the promotion of our business and services, as well as the promotion of the Drive-through and the Community Contribution program. General and Administrative will take care of the facilities, equipment, inventory, payroll, and other basic, operational processes. Below are the portfolios we plan to establish;

Chief Executive Officer

Chief operating officer
Chief financial officer
Chief information officer
Director of marketing
District and facilities managers
Warehouse manager /store manager

Customer Service Specialists

5. Job Roles and Responsibilities

Increases management’s effectiveness by recruiting, selecting, orienting, training, coaching, counselling, and disciplining managers; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results
Creating, communicating, and implementing the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
Tasked with fixing prices and signing business deals
Tasked with providing direction for the business
Tasked with signing checks and documents on behalf of the Green Coffee
Evaluates the success of the organization

Chief Operating officer

Tasked with overseeing the smooth running of the business
Leads the producing of all business products
Make lists and budget for all supplies
Tasked with training new staff
Makes sure that quality in maintained at all times
Map out strategy that will lead to efficiency amongst workers in the venture
Ensures that the facility meets the expected safety and health standard at all times.

Chief Financial officer

Tasked with preparing financial reports, budgets, and financial statements for the organization
Provides managements with financial analyses, development budgets, and accounting reports
Tasked with financial forecasting and risks analysis.
Performs cash management, general ledger accounting, and financial reporting
Tasked with developing and managing financial systems and policies
Tasked with administering payrolls
Ensures compliance with taxation legislation
Handles all financial transactions for the organization
Serves as internal auditor for the organization

Chief Information officer

Provide technological guidance within an organization.
Supervise information system and communications network.
Develop and implement a customer service platform to serve the organization in every aspect.
Design, establish, and maintain a network infrastructure for local and wide area connectivity and remote access.
Consult with administration, department managers, and manufacturing representatives to exchange information, present new approaches, and to discuss equipment/system changes.
Participate in vendor contract negotiations for all new computer equipment and software purchased for the corporation.
Create a cost-benefit analysis as well as supporting a detailed definition of data requirements and departmental workflows.
Oversee Internet and computer operations.
Assess and anticipate technology projects and recommend appropriate action and resources.
Establish and direct the strategic and tactical goals, policies, and procedures for the information technology department.
Propose hardware/software solutions to accomplish the Green Coffee’s business objectives.
Identify user needs and resolve problems.

Director of sales and marketing

Takes care of external research and coordinate all the internal sources of information to retain the organizations’ best customers and attract new ones
Model demographic information and analyse the volumes of transactional data generated by customer purchases
Identifies, prioritizes, and reaches out to new partners, and business opportunities
Tasked with supervising implementation, advocate for the customer’s needs, and communicate with customers
Documents all customer contact and information
Represents the Green Coffee in strategic meetings
Helps increase sales and growth for the Green Coffee

District and facilities manager

Tasked with outlining a comprehensive recruiting and training program for warehouse managers to follow
Monitor the P&L reports for each store and develop effective ways to fill in any gaps between actual performance and Green Coffee projections
Prioritize store performance issues to make certain that the issues most directly affecting profitability are addressed first
Immediately address any lapses in compliance with corporate policies or local, state and federal laws
Act as a coach to the store managers and as a resource to each store employee to help inspire the success of each store

Warehouse manager/store manager

Maintains receiving, warehousing, and distribution operations by initiating, coordinating, and enforcing program, operational, and personnel policies and procedures.
Safeguards warehouse operations and contents by establishing and monitoring security procedures and protocols.
Controls inventory levels by conducting physical counts; reconciling with data storage system.
Maintains physical condition of warehouse by planning and implementing new design layouts; inspecting equipment; issuing work orders for repair and requisitions for replacement.
Ensures that all contacts with customer (e-mail, walk-In centre, SMS or phone) provides the client with a personalized customer service experience of the highest level
Through interaction with customers on the phone, uses every opportunity to build client’s interest in the Green Coffee ’s products and services
Takes care of administrative duties assigned by the store manager in an effective and timely manner
Consistently stays abreast of any new information on Green Coffee, promotional campaigns etc. to makes sure accurate and helpful information is supplied to customers when they make enquiries
Tasked with cleaning the facility at all times
Makes sure that toiletries and supplies don’t run out of stock
Any other duty as assigned by the CEO.

6. SWOT Analysis

Our key objective at Green Coffee LLC is to develop a high-quality menu of different coffee blends and also provide an excellent service experience, while anticipating the needs of our customers and delivering the best service. At Green Coffee, we look to operate as a coffee distributor between importers and small roasters.

The business will be a seller of green unroasted beans to small and medium sized roasting operations that alone do not have economies of size.

By working closely with these roasters, we can purchase the goods they need and better understand their demand. Acting like a cooperative, we can also pool smaller roasters in Hawaii to help them, and us, get a better price from importers. Clearly summarized below is the result of our SWOT Analysis;

Our detailed SWOT analysis has identified three keys that will be instrumental to our success at Green Coffee.

Develop the finest product.
Exceed customer expectations.
Employ strict financial controls.

Our weakness will be the time it will take the people of Honolulu to know where we are and what we offer. People go about their daily activities and most times tend not to discover the new business in town unless the business establishes a direct marketing Plan. We plan to start advertising even before we open up our facility, at least to make sure that our brand is known.

Opportunities

Nothing wakes up our senses more than the freshly brewed aroma of a dark roasted, full-bodied cup of coffee. Regardless of gender, age, socioeconomic status, or location, each and every one of us loves to have a cup of coffee. From the famous espresso shot of Italy and the flat whites of Australia to the Kona coffee of Hawaii, coffee drinkers from all over the world are always searching for the latest trends that will satisfy their adventurous taste buds.

Our threat at Green Coffee is the fact that we are competing with already established facilities in Honolulu, and also there are other entrepreneurs who are likely going to launch similar business within the location of our business. But with our unique workforce and plans, we have all it takes to dominate the industry and take up enough market shares.

7. MARKET ANALYSIS

Market Trend

With the constantly evolving and ever-growing coffee industry, we at Green Coffee LLC understand the need to find new ways to bring customers into our shop. The competition is tough and most coffee businesses have their own marketing gimmicks to lure in caffeine addicts.

At Green Coffee, we plan to continuously develop tailor-made ideas to better serve customers. From trying out new flavours to offering a unique ordering experience, we plan to stay ahead or in-line with coffee industry trends that will surely bring in more customers and profits to our business.

Our number one focus is on improving customer experience. From our daily operations to engaging in customer service, we plan to build our efforts to simplify the whole process. We plan to make our shops conducive enough to welcome customers.

When it comes to tracking our inventory, we plan to invest in applications that will provide real-time insights regarding our current stock level. We plan to optimize our ordering area to maximize the space for both employees and customers.

We will also consider swapping shifts and letting employees find their own replacements in case of unplanned time off. We will also develop a system that will allow online ordering and pickup to minimize the time customers spend queuing.

Meanwhile, according to reports, millennials are the largest living generation in the united states, comprising of 71 million people. Due to their ubiquitous and very active way of life, millennials value experience more than the price of their coffee.

Differing from their parents and older siblings who prefer to brew coffee at home, they prefer to drink coffee on-the-go or at a hip shop. For most millennials, drinking coffee is a lifestyle choice rather than a mandatory need to jumpstart a hectic day. They fancy drinking a cup of morning Joe in public places together with friends.

Having these in mind, we at Green Coffee hope to invest in unique and visually attractive packaging, making sure it’s social media worthy. We will also experiment with new ordering and delivery systems, because the simpler the better. We will always connect with our customers by letting them know the story behind every cup of coffee.

8. Our Target Market

Our target market at Green Coffee LLC is composed of cafes, restaurants, and individuals desiring high quality roasted coffee. The green coffee target market is composed of roasters that are running smaller operations and businesses that want to sell green coffee. Our target roaster will sell to shops using between 30 and 100 pounds of coffee a week.

The roasters will need to be skilled in roasting, or the increased quality of bean will likely be of little importance to the roaster. The beans we expect to source will be organic, fair trade, or traceable; we will appeal to these consumers. Millennials are now a larger generation than the Baby boomer Generation. They are also the largest segment in the work force.

While their earnings have not risen as quickly as past generations, they do have different trends in purchasing behaviour. People in the millennial generation are getting married and having children later in life, so they may spend disposable income on more things like coffee.

The retail locations we will sell to, like coffee shops, will desire access to artisan Coffee. If they roast at their location, the supplement of other artisan coffee can help boost revenues by providing variety to keep returning customers. The coffee may be used to supplement non-organic or fair trade coffees on the menu.

Our coffee will come from the roaster packaged and be ready for resale. The coffee will be under the label of the roaster or can be specially labelled to reflect our brand, but the focus on selling an already established brand would take precedence.

The roasters will be looking for similar qualities in their coffee to appeal to their clients. Since they operate in a market selling premium goods, they will be looking for inputs that can be paired with their expertise to give them a Competitive Advantage. While large batch roasters facilitate the fulfillment of large orders, inability to finely control the roast can cause the quality of the cup to suffer.

Our Competitive Advantage

At Green Coffee LLC, our competitive advantage is our market leading product quality. By leveraging personal relationships, we at Green Coffee have gained the recipes and knowledge of an old master roaster. Part of our secret to success is the old world roasting techniques, part of the winning formula is the art of blending different green beans to come up with special recipes.

Green coffee beans are a commodity, therefore any variations in one company’s coffee to another is based on roasting techniques if they are using the same types of beans.

We will be able to stand out among our competitors by using time tested blends of different green beans to come up with compelling final products. This competitive advantage we believe is sustainable in the sense that this information that Green Coffee possesses is a trade secret and not available to other roasters.

9. SALES AND MARKETING STRATEGY

At Green Coffee, our marketing strategy will communicate to our target customer segments that our entire product clearly exceeds all of the competitors. This strategy will leverage several methods to communicate the message. The first will be a print advertising campaign. We plan to make use of different sources including a local restaurant industry journal as well as a regional coffee shop trade publication.

Advertisements in these publications will be effective in reaching our target audience. Our second strategy will be the use of “get out the word” to achieve several different cuppings. Cupping is analogous to a wine tasting where many different varieties are tasted, compared, and analysed.

The cuppings will be a perfect opportunity for Green Coffee LLC to have prospective customers taste the difference between its products and the competition. We also recognize that we cannot solely compete on product alone, that much of the transaction involves excellent customer service.

Sources of Income

Our revenue drivers at Green Coffee LLC are the amount and type of coffee we sell. We are dependent on the sale of large amounts of green and roasted coffee. The sale of green coffee makes up a large portion of our sales, but roasted coffee has a higher margin. For green coffee to be our number one revenue driver, we would need to be selling almost 17 percent more green coffee to match the breakeven point of our current ratio of about 60-40 green to roasted sales.

When demand wanes, we will focus more on the sales of green coffee. The connections and accounts we will gain as we grow are the main reasons for selling the roasted coffee. As we sell a higher volume, our margins will increase with our green coffee so that we will be less reliant on our roasted coffee sales.

10. Sales Forecast

Demand for the coffee is related to per capita coffee consumption. Generally, coffee sales fall into a commodity market where the cheapest, acceptable quality product will succeed. The price is highly related to the demand of the product since there are many substitutes.

Seeing as our products are premium products, we are afforded some leeway on the pricing which is important to consumers. Demand will also follow per capita coffee consumption, but the trend of high quality, specialty coffee helps our product remain relevant and in demand. It is expected that the demand will increase in the future.

As a start-up organization, it will take time to grow our customer base so that it is at a sustainable level. Aside from our expected turbulent first year, sales for year two are forecasted to be $2,187,000 rising to $3,556,000 in year three. Net profit is projected to be 7.09 percent for year two and will jump to 9.21 percent in year three.

11. Publicity and Advertising Strategies

Our plan at Green Coffee is to gather enough brand awareness to leverage the product line into other regions and gain inquiries from potential inventors. To achieve this goal to expand and grow, we plan to do the following;

Green Coffee will spend $1,200 per month on Public relations services for the next year intended to build awareness of editors and product information insertions, reviews, etc. We believe that the school fundraising program or our other charity programs will generate a fair amount of publicity on its own and will, perhaps, minimize–or even eliminate–the need for a publicist.
Green Coffee will also spend $800 per month concentrating on drive time Radio advertising. We plan to experiment with different stations, keeping careful track of results.
List our business on yellow pages ads (local directories)
Attend relevant international and local food and entertainment expos, seminars, and fairs et al
Create different packages for different category of clients in order to work with their budgets
Leverage on the internet to promote our business
Engage direct marketing approach
Encourage word of mouth marketing from loyal and satisfied clients

12. Our Pricing Strategy

Our pricing strategy is to use cost based pricing for our green coffee. We will use value based pricing for our roasted coffee to the extent that the product is a higher quality and certified, so people can feel good about the product and enjoy the best coffee possible.

This means that the amount we can charge for our product is based up on the perceived benefits, but it will be slightly constricted by the customers’ understanding of the relative increase in product quality or other attributes.

Payment Options

Our payment options at Green Coffee will be all inclusive because we understand that different people prefer different payment options as it suits them. Here are the payment options that we will make available to our clients;

Payment by cash
Payment via Point of Sale (POS) Machine
Payment via online bank transfer (online payment portal)
Payment via Mobile money

We have also chosen banking platforms that will help us achieve our plans with little or no issues.

13. Startup Expenditure (Budget)

Based on demand projection and the expectation to outperform the current coffee Production growth expectations, we expect to grow at 25 percent a year for the first two years. To be able to meet this demand and to have the facilities, staff, and equipment necessary to operate, we will need an initial capital investment of $650,265.

This will be facilitated through loans and an Initial capital investment of $150,000 from the owner. This startup capital will be used to buy equipment, pay relevant expenses for the first six months of operation, and purchase inventory that is required to operate as a distributor.

The major cost incurred by the business is that of Inventory. We will be operating under the expectation that we will be able to partner with small and large roasters at the beginning of operation. Our expectation is to venture into the market having already made partnerships that started at least six months prior to start of operations.

The current projections that we are using have based the expected sales on selling to 30 mediums sized, busy cafes. This number would be lower if focused on roasters, because the sales amount is coming out to be about 23 bags of coffee sold a week.

This is assuming 132 Pounds per bag. Based on demand and the size of the Hawaii market, we believe the number to be reasonable and attainable especially if the roasters or cafes rely on our warehousing for their business.

Generating Funding/Startup Capital for Green Coffee

Green Coffee will be structured as a Limited Liability Company and registered for Business in the state of Hawaii. The management will be composed of a single member (Lincoln Danby) for the time being, and the entity will be treated as a sole proprietorship under federal taxation. We hope to raise our start up fund through the following ways;

From personal savings and sell of stocks
From soft loans from family members and friends
From angel investors

Note: We have been able to raise $150,000 from the personal savings of our founder, $200,000 from soft loans from family members and friends, and we are almost at the verge of completing the capital from a reliable Angel investor.

14. Sustainability and Expansion Strategy

At Green Coffee LLC, we will require staff that are knowledgeable about coffee. To ensure quality products, we need to either develop relationships or hire staff that can taste special notes in coffee. Since we are focused on quality instead of quantity, we must be selective in the coffee we purchase.

This isn’t to say that we ignore turnover. Coffee has a relatively low margin, and since we are a middleman, we must have high turnover. We will need large amounts of different types of green coffee.

We will likely have to partner with a firm to help us with branding for business to business sales. We will also need to have a positive image to be able to make new relationships and grow current ones. We will need the proper equipment such as scales and containers to keep the coffee separated once out of the original bags.

We will need to have a vehicle to respond to orders where we cannot use less than truckload shipping. We will be able to combine the shipments to the warehouse from the ports, but shipping to individual locations will require more flexibility.

At Green Coffee LLC, our product will be desirable because it assists smaller roasting operations expand their client base and enables these roasters to make money on their unused capacity. By roasting for Green Coffee LLC when not fulfilling other contracts, they maximize their capacity and can cover some of their fixed costs with our arrangement.

This benefits the company by reducing the amount lost to idle equipment. The green beans will be desired by companies wishing to offer premium coffee to their customers. The purchasing arrangement between us and the roasters will help to reduce costs for all parties.

It will also allow the roasters to know what the product in stock will be like and make sure that the roasters understand that inventory is near at hand. Since we hold the beans, we will reduce the amount of space needed at the roasting operations for storage. This can help the roasters save money on fixed costs.

Our location in the supply chain also helps us to deliver fresher beans to consumers. The decreased lead time by moving the distributorship near the market means that the beans can be sitting for less amount of time. While Green coffee can have a long shelf life, the different processing methods of coffee determine how long it will take for the coffee to become stale.

Our company will try and keep the green coffee in the warehouse no longer than six months, but the beans should retain their quality for up to a year.

Checklist /Milestone

Business Name Availability Check : Completed
Business Incorporation: Completed
Opening of Corporate Bank Accounts: Completed
Opening Online Payment Platforms: Completed
Application and Obtaining Tax Payer’s ID: In Progress
Application for business license and permit: Completed
Purchase of Insurance for the Business: Completed
Conducting feasibility studies: Completed
Leasing, renovating and equipping our facility: Completed
Generating part of the startup capital from the founder: Completed
Applications for Loan from our Bankers: In Progress
Writing of Business Plan: Completed
Drafting of Employee’s Handbook: Completed
Drafting of Contract Documents: In Progress
Design of The Company’s Logo: Completed
Printing of Packaging and Promotional Materials: Completed
Recruitment of employees: In Progress
Purchase of software applications, furniture, office equipment, electronic appliances and facility facelift: In progress
Creating Official Website for the Company: In Progress
Creating Awareness for the business (Business PR): In Progress
Health and Safety and Fire Safety Arrangement: In Progress
Establishing business relationship with banks, financial lending institutions, vendors and key players in the industry: In Progress

Frozen Yogurt Business Plan [Sample Template]
Micro Distillery Business Plan [Sample Template]
Ice Cream Factory Business Plan [Sample Template]
Bottled Mineral Water Plant Business Plan [Sample Template]
Energy Drink Production Business Plan [Sample Template]

Business Plans Handbook
Business Plans - Volume 04
Coffee Roaster Business Plan

Coffee Roaster

BUSINESS PLAN

VENEZIA COFFEE ROASTERS

14600 Waterfront Drive Kennebunk, ME 04043

Two seasoned coffee roasters found their niche in a seemingly saturated market. This plan illustrates that their specialty lies not only in their roasting methods, but also in their socially responsible business practices. Their mission is to balance the needs of their customers, their environment and the coffee growers. Venezia Coffee Roasters' detailed financial tables showcase the preparation needed to make them a competitive small batch coffee roaster in the New England region.

STATEMENT OF PURPOSE

Description of business, goals and objectives.

PRODUCT AND SERVICE

SPACE, EQUIPMENT AND LOCATION

Market information/marketing, competition, financial data.

Venezia Coffee Roasters seeks loans totaling $56,000 to: purchase equipment and inventory, rent working space, and perform the necessary renovations and improvements, and provide adequate working capital. This sum, together with an additional $23,000 investment from friends and family, will be sufficient to launch a profitable small-batch gourmet coffee roasting company. The initial form of organization will be sub-chapter "S" with a buy-sell agreement among the founders. The company's mission is to be known as the premiere small-batch coffee roasting wholesalers in southern Maine.

We have over two years experience in the specialty coffee roasting business. Venezia coffees will include only the best ingredients roasted to perfection with pride and careful attention to detail. Venezia's service will be unparalleled offering weekly interaction with its customers. Venezia will guarantee seven-day-a-week maintenance and repair service. Not only will our packaging be environmentally sensitive but it will ensure optimum freshness which surpasses our competitors. In keeping with our environmental ethics, Venezia will be the only roaster in Maine to employ an afterburner to reduce the air pollutants normally associated with the roasting process. Venezia will be able to offer all these advantages and remain competitively priced.

With the ever increasing demand for specialty coffee, Venezia will fill a specific niche in the market. Venezia coffees will appeal to the discerning coffee drinkers who insist on quality, consistency and affordability. Venezia coffee roasting company will be successful due to steady growth with profitability by the third year accomplished by providing a superior coffee with unequalled service to our customers.

How did we choose the name Venezia? Venezia draws on the Italian influence and history in specialty coffees. It lends itself well to a more sophisticated audience such as our target market.

Venezia Coffee Roasting Company will small-batch roast only the finest, top grade beans from around the world. Careful attention will be paid to all stages of the product's development, beginning with purchasing the highest quality beans. We will small-batch roast to assure the optimum peak of flavor when roasted. We will blend coffees which complement each other in acidity and body. We will flavor coffees using the best available extracts and flavorings. State-of-the-art packaging will be used to assure a long shelf life (approximately one year) and attractive and informative labeling will be used to entice and educate the consumer about our product.

Our concern is that we be as environmentally conscious as possible. We will use an afterburner on the roaster to reduce the amount of air pollutants normally associated with the roasting process. Our packaging will be recyclable or made from recycled materials. Our packing material too will be recycled.

We will become involved with the Coffee Children Association to help promote a greater return, financially, to the countries from which the coffee originates.

We want to have a working environment that promotes a feeling of pride and enthusiasm.

Venezia will target four markets:

Retail Specialty Shops - Gourmet, Gift
Coffee Brewing Establishments - Bakeries, Coffee Shops, Restaurants
Office Coffee - Schools, Offices

We will provide coffee to the discerning coffee drinkers. We will be environmentally and socially conscious which will appeal to that same market. We will provide the necessary brewing, grinding and display equipment for the relevant businesses. We will contact a roasters' authorized repair service company to provide the maximum service ford that equipment. We will deliver weekly to provide the end user with the freshest product possible. We will place the expiration date on each bag to further insure freshness. We will roast only what we will sell within that week.

Each account at Venezia will enjoy seven-day-a-week service for all mechanical concerns. Along with the regular weekly contacts with each account by our sales representative Venezia will have a service contract set up with CSX of Portland, Maine, to cover weekends and holidays.

As a seed company, Venezia has secured six accounts averaging 300 pounds per week. Our goal is to close ten accounts by the end of the first year. The total amount of sales per week will be 500 pounds or better. We will do a mailing in the Portland area offering introductory specials to give our name exposure and to entice consumers. We will participate in as many community functions as we can possibly handle in an effort to get name recognition and to educate the consumer about our coffee. Initially, tastings in all retail locations will be held regularly. A mailing for office coffee will be sent to surrounding schools and offices. We will capture some of the Christmas business at the gift shops by offering one-pot portions, ground and whole bean, which sell well in customized gift baskets. We will increase our sales by the end of the second year by approximately ten percent. Our name will have greater recognition by that time providing us with more referrals. By the end of year two we will be able to offer our own gift boxes and baskets for all occasions. We will target several of the surrounding businesses for their Christmas gift business. We will increase business by another 250 pounds per week by the end of the third year. At this time we will have hired an additional sales/delivery person to reach that goal through all the avenues previously described. Special emphasis will be placed on capturing corporate gift business.

Both Maria and Jennifer hold college degrees. Maria owned and operated a successful house painting business for five years. She has strong production skills. Jennifer was head chef and kitchen manager at Pineland Farm Restaurant for six and a half years. She has strong organizational skills. Both Maria and Jennifer have over two years cumulative coffee roasting experience. Jennifer was manager of sales and production at Pawtucket Coffee Roasting Company. Maria was the coffee roaster for ten months at the same place. While employed at P.C.R. both Maria and Jennifer learned all of the different facets of running a coffee roasting wholesale business. Within the fifteen months that Jennifer was manager of P.C.R. she tripled sales, bringing sales up to an average of 750 pounds per week. Maria and Jennifer attend Specialty Coffee Association of America Seminars when possible. They confer with experts such as John Collers, President of the Coffee Association and owner of Collers Office in New York City, and Daniel Krull, owner of Sam Coffee Company in Brooklyn, New York. Jennifer is an active member of the East Coast Women's Network and uses that organization as a business resource. Kim Bonn, office manager of Cromwell Financial Services in Portsmouth, NH, consults with both Maria and Jennifer. Don Shute, a retired executive of IBM and EDS also consults with both women. Both Maria and Jennifer have a working knowledge of IBM and Apple Computers. They have taken adult education classes to better familiarize themselves with these platforms. They feel confident, since they have already successfully run a coffee roasting business, that they can make Venezia a profitable and long lasting business in the area.

We have the required technical and marketing skills to get this company up and running. We have experience in ordering, roasting (production), delivery and most importantly, sales. We anticipate hiring one or two employees in year three. The first position would be as a sales/delivery person. We will split the work duties as it demands. Maria will primarily be responsible for the production end and Jennifer for the service and sales end. Each will fill-in where necessary. Bookkeeping will be shared. We have hired Karen Allen, an enrolled agent to handle taxes, and general accounting-strictly part time. We will consult with lawyers concerning incorporating issues.

Maria and Jennifer have worked together for the past two years in varying degrees. They share similar philosophies about work and life and have discussed in depth where they envision Venezia to go and how it will get there. Between us we have the necessary labor skills. When it comes time to hire new employees we feel confident we can train for any position. We continue to further our skills and knowledge by attending roasting and cupping seminars given by John Ewell, president of the Coffee Corner in Boston, MA.

PRODUCT & SERVICE

We will offer coffee roasted weekly to locations within the New England area. We will offer numerous varietals, blends, and flavored coffees along with nearly as many decaffeinated coffees and blends. Our product will be packaged in an airtight, heat-sealed, one-way air valve, polypropylene bag which will either be produced from recycled plastic or be recyclable. The bags will be hand stamped. Labeling will include information concerning contents about artificial and natural flavorings, origin of beans, and type of roast. Each bag will be freshness dated. We will give our suggestions for best brewing and storage. We will offer one pot portion bags along with half-pound, one-pound and five-pound bags. For brewing establishments we will provide brewers which we will install, maintain and repair as needed. We will offer promotional items such as tee shirts, paper cups, ceramic mugs, travel mugs, home grinders, French press pots, bumper stickers, etc. We will offer a money back guarantee. If for any reason the customer is dissatisfied with our product they need only return the unused portion and we will refund all their money.

Our product is extremely reliable, and safe. Any pesticides or residues from the decaffeination process are burned off in the roasting process.

With all the careful attention paid throughout the development of our product we know that Venezia coffee will yield the best cup of coffee for the end user. Freshness will be our number one concern. We are proud to be a Maine based company and feel it should add to the overall appeal of our product.

We feel that we have developed our product experience during our employment at our packaging, will be radically different from that of P.C.R.'s. Although we have not yet tested this new packaging we know through reading and observing the competition that it will be the future of packaging. We will be using a different kind of roaster than our competition, however, the process will be similar. We are confident that the roasting experience we have will translate to this other kind of roaster. As part of the service provided upon purchasing the roaster we will receive training on the new machine.

Responsibilities

Jennifer will contact each account early in the week to determine amounts and types of varietals to be roasted. Maria would then roast the coffee for those orders, blend, flavor and package the product. Then Jennifer will deliver via a delivery vehicle within the three day turnover that we allow to process an order. Orders that would fall outside of the hundred mile radius will be delivered by UPS.

Once the plant is fully equipped with the roaster we will start production immediately. Generally it takes about three hours to fill an order from raw bean to packaged product. We have five standing accounts waiting for our production facilities to open.

Jennifer will be purchasing the beans, enabling her to have a first hand knowledge of what will be roasted. A small-batch roaster, such as the one we will be using will allow us to keep a close eye on the development of the bean during the roasting process. Each varietal and each crop within that varietal has a different moisture content. It is that water content that determines the amount of roasting time needed. Since we will not have an automated roaster we will be able to adjust each roast accordingly, yielding an even roast which has been allowed to develop to its optimum flavor peak.

Coffee roasting is an exciting and wonderful process. It is simple in theory. The beans must be heated, kept moving so no burning or tipping occurs, and they must be cooled, or quenched at the precise moment to stop the roasting process. Under-roasted coffee tastes pasty, coffee roasted too long and at too high a temperature will be thin-bodied, burned and industrial-flavored. The roaster that we will be using has a drum which rotates above a gas flame. Typically the air in the drum will be heated to about 500 degrees fahrenheit and by manipulating the air flow the temperature can be steadily maintained throughout the roasting process. For the first five minutes or so the beans will tumble around and lose water weight which accounts for the 15%-18% total weight loss. When the internal gases in the beans heat up and the pressure becomes too much for the bean, they will explode creating the first of two snapping sounds heard during the process. Later when the internal temperature of the bean reaches about 400 degrees fahrenheit, the oils in the beans will begin to develop, a process known as pyrolysis. The beans will then begin to show a marked darkening in color and the second snapping will be heard. Allowing a small amount of time for the beans to cool, they will then be emptied into a metal bin where they will be air cooled. The last few minutes of the process can make the difference between a full city roast, a French roast, an espresso roast, or sadly, a worthless roast. By roasting as close to that amount which is actually ordered each week we will be able to maintain the freshness factor. By expiration dating the bags, we will be able to rotate stock accordingly.

Coffee beans can be bought through a number of brokers. There are ports in New York, Louisiana, and California. We will be using Express Freight Service, Inc. for delivery of the beans from port to our business. The average turn around time for delivery of beans is five working days. Labels, flavorings and most other supplies can all be delivered within ten working days. The initial printing of any advertising or labels will take longer to allow time for proofing, but once it is all set up delivery time is reasonable. We will have all the basic printed material ready to go before we open for business.

Orders will generally be delivered in the delivery vehicle, or by UPS. We will have routes to cover the various areas. Generally Jennifer will make the deliveries, since she will be acting as the sales representative. In so doing she can field any questions or problems the customers might have on a weekly basis. While making deliveries she can make sales calls along the way to try and increase the volume for those routes.

Venezia understands the importance of a good working relationship between ourselves and our customers. The service begins the moment we introduce and educate the consumer about our product. We are willing to customize our displays and equipment to accommodate the different space limitations and needs of each customer. We feel it is important to give the customer a working knowledge of specialty coffee and the specific brewing equipment they will be using.

In whole bean retail locations we will conduct regular tastings to introduce our product and educate the end user. We will offer attractive and informative promotional items and strategies to help establish a new customer base for the retailers.

Venezia knows that any down time for our customers due to mechanical problems of our equipment can be expensive for both parties. Venezia will have a regular maintenance program in place to troubleshoot and predict possible problems and take appropriate precautions. In the event that a mechanical problem does arise Venezia's service contract with a Conley authorized repair company will insure prompt attention to and resolution of the problem. In addition to the service contract with Conley, Venezia will employ back-up brewers as a temporary solution. Either way our customers will be provided with round-the-clock service. This service coverage is unrivaled by our local competitors.

Each week the sales representative from Venezia will contact each account not only to take orders but also to field any questions, promote new products and listen for problems.

Initially we would need the space provided by a two car garage (approximately 320 square feet). We would need plumbing with a two bay sink. We would need a gas hook-up, and the ability to vent a six inch pipe. We would require zoning for light industrial.

We will need a small batch roaster with an afterburner, scales, a delivery vehicle, shelves, work tables, a telephone, a computer, seven brewers, five grinders, a heat sealer, and office furniture.

We are considering another location somewhere between Portland and Acadia, Maine. We would prefer easy access to the main freeway. The location needs to be zoned for light manufacturing. We have looked at a place which fills all of our criteria while meeting our budget qualifications.

The trend in the coffee business now supports Venezia's plan. A big emphasis on gourmet and specialty coffees has been increasing and is reflected in a rapid increase of coffee shops. The West Coast's influence on the coffee market has effected consumer's appreciation of fine coffees making super-market coffees much less appealing. This statement is supported by various newspaper and trade journal articles.

Coastal Coffee Company, which has enjoyed huge success on the West Coast, has recently shown interest in expanding their operations to the East Coast (Boston) thus supporting our conclusion that the gourmet coffee trend is here to stay.

For servicing reasons we will initially focus on the local market, that would encompass an area of approximately one hundred miles in radius extending from mid-coast Maine to the Vermont/New Hampshire border and south to the southern metropolitan Boston area. Over time we will target regional and national markets through a mail-order strategy.

Like some of our competitors we will be using the finest beans and flavorings available. It would be senseless to invest all the time and money into such a fine product and then not protect it. That is why Venezia's one-half-pound, and one-pound bags are constructed of high barrier laminates with a one-way air value to allow the natural by product gas, carbon dioxide, to escape while preventing oxygen, and water contaminates from entering. The bags are heat-sealed but can be easily opened and have resealable zippers. All of these features combined will lengthen the shelf life appreciably. Typically the shelf life of coffee stored in the popular, less expensive, plastic-lined, paper bags only retain their freshness for about six weeks. Venezia's packaging will extend the shelf life to a full year. None of the other local roasters offers such packaging. From a retail perspective, the bag will retain a cleaner appearance over time since no natural oils will seep through and stain the bag.

Venezia's labeling will be very informative, offering advice on brewing and storing techniques as well as describing the type of beans, the flavoring extracts, and the type of roast. Unlike our competitors our coffees will have an expiration date affixed to each bag. This added information will further guarantee freshness to the end user.

In this time of environmental awareness we are proud to be able to offer state-of-the-art packaging that uses 80% less material in its production while offering the consumer a reusable container.

Venezia Target Markets

Primary markets.

Donut Shops
Restaurants
Gourmet Food Shops
Upper-End Gift Shops

Secondary Markets

Offices with an average of twenty five employees

Market Description

Venezia will operate in the southern Maine area targeting high volume upper-end bakeries, restaurants, and specialty food shops. The geographic area includes coastal New Hampshire, and southern Maine. As quoted from "The Basis Business and Industry Profile of Specialty Coffee House/Cafes" supplied by Cleveland State University, "according to a recent National Association of the Specialty Food Trade (NASFT) report on the specialty food consumer, gourmet coffee consumers are an educated, affluent group. Overall, 22.1% of Americans purchased specialty coffee. Most gourmet coffee consumers live or work in large urban communities. However, their most significant attribute is education level. Persons with some college education are 11% above average in their consumption of gourmet coffee. Consumers that have completed college are 49% above average in their consumption. Since education is highly correlated to income, it is not surprising that specialty coffee consumers earn above average salaries. Most specialty coffee consumers are affluent, earning above $35,000 per year." We contacted the Bureau of Census whose latest statistics show that the median family income in Portland, ME. is $34,837 and $34,344 in Portsmouth, NH. The percentage of people holding Bachelor's degrees or more in Portland, ME is 29.6 and in Portsmouth, NH is 26.6. According to a researcher for the Maine State Department of Tourism, their major target market is people over fifty five, college educated, and earning over $55,000 per year. This influx of consumers of this profile increases our target market pool.

Our direct competitors are Pawtucket Coffee Roasting Company in Jamesville, ME, Colling Roasters, in Portsmouth, NH. Also breaking new ground is Mecca Coffee Roasting Company, in Portland, ME and to some extent, Valley Coffee Roasting Company, in Stowe, VT.

Since Venezia is the newest coffee roasting company we obviously lack the name recognition that all the other competitors now enjoy. However, to our advantage, we have learned from them the crucial importance of producing consistent high quality products and delivering superior service. We model ourselves after Coast Coffee Company because they insist on using only the best grade beans with careful attention to every other aspect of the coffee roasting and distribution process. It is evident in all their marketing that they are constantly aware of the value of their excellent image and reputation.

The small roasting companies in this area with whom we are in direct competition have taught us the importance of the service end of the coffee roasting business. It is not enough to produce a good coffee. It is imperative to pay close attention to the needs of the retailers, and to the consumer.

Valley Coffee Roasting Company has shown us how quickly a company can expand. They effectively canvassed the entire New England area. There is hardly a person in the New England area who has not heard of Valley Coffee. Valley was once the exclusive coffee drinkers' coffee, now you can get a cup in any Mobil Gas Station or convenience store in New England. The fallout from their indiscriminate expansion has given companies such as Venezia a new niche to fill. Venezia will offer a quality specialty coffee for retailers catering to a more sophisticated and informed audience. In light of the rapidly expanding specialty coffee market and although there are several coffee roasters in the immediate area there still remains a void Venezia can fill. Our goal is to produce a consistent high quality product and provide our customers with reliable, friendly, and expedient service. We want to protect our image and so we will be discerning about the establishments with whom we will do business. We will have written guidelines to ensure that our image is that of a reliable coffee roaster. Venezia will operate as an environmentally and socially responsible company. We will use an afterburner in the roasting process to reduce air pollutants, a step which none of the aforementioned local competitors have taken. We will recycle and re-use any product possible in producing and shipping our coffee. We will not compromise on quality to reduce costs, that would defeat our mission.

Venezia plans a controlled, and methodical, growth process. In our gradual growth we will be able to fully integrate each new business into ours with as much attention as may be needed without having to sacrifice service to the existing accounts. It has been to our benefit to watch Valley Coffee Roasting Company expand too quickly and show us the downside of unbridled growth.

Capital Equipment List

Breakdown of Variable and Fixed Costs

Monthly Breakdown of Cost of Goods Year One

*Raw Bean Quotes Given as of Sept. 1, 1994

Colombian Supremo 154 lb. bag $2.50 lb. Total $385.00 Costa Rican 132 lb. bag $2.63 lb total $347.00 Ethiopian 132 lb bag $3.25 lb Total $429.00 Kenya AA 154 lb bag $2.85 lb Total $440.00 Sumatra Mandehling 132 lb bag $3.30 lb Total $435.00 Decaf Colombian (Meth. Chlor.) 132 lb bag $2.66 lb Total $351.00 Decaf Costa Rican (Meth. Chlor.) 132 lb bag $3.03 lb Total $400.00 Decaf Sumatra Mandehling (Swiss Water) 132 lb bag $3.42 lb Total $452.00

Monthly Breakdown of Bags, Labels and Flavorings — Year One

1/21b Bags = .26, 1 lb Bags = .32, 5 lb Bags = .35, Labels = .06

Pricing Analysis - Calculating the Break-Even

S = FC + VC

FC = Fixed Costs in Dollars VC = Variable costs in Dollars X = Projected pounds sold $6.50 = Average pound selling price

Calculating Break-Even For Year One

S=FC/GM Where GM= Gross Margin Expressed As A Percentage of Sales

Cost of Unit ($6.50 - VC of Unit ($2.83)=Gross Margin Per Unit ($3.67)

(17,084) ($6.50)=$111,047.00=Break-Even Dollar Sales

* Note: a 5% increase due to an estimated 5% increase in cost of goods in year two.

Calculating Break-Even For Year Two

S=FC/GM Where GM = Gross Margin Expressed As A Percentage of Sales

Cost of Unit ($6.50) - VC Per Pound ($3.00)=Gross Margin Per Unit ($3.50)

Break-Even lbs. = FC $63,668.00= 18,191

Gross Margin Per Unit $3.50

Break-Even Sales in Dollars=(18,191) ($6.50)=$118,241.00

Venezia Monthly Sales Projections in Dollars

Income Statement Three Year Summary

* Includes Pre-Start-Up

Explanation of Categories

Cost of Goods = Raw Beans + Pick-Up Charges + Bags + Labels + Flavorings Rent/Utilities/Insurance = Rent + Electric + Water + Telephone + Gas + Fuel + Health Insurance + Car Insurance + Business I Professional Services = Legal + Accounting + Maintenance + Outside Services Taxes + Federal + Medicare + Social Security + State + Other Interest and bank loan is based on a $56,000.00 loan at 10% over seven years. Operating Expenses = Supplies Capital Purchases = Roaster + Brewers + Grinders + Scales + Heat Sealer + Delivery Vehicle + Computer Miscellaneous = Subscriptions + Start-Up Costs Information On Worker's Compensation Class Code # 8006; Sale of coffee, tea or groceries Per $100.00 of Payroll = $4.67 Also add 20% surcharge For year three one part time employee at $7.00/hour 20/hours/week with surcharge = $632.00

Employee Responsibilities

Employee #1 = Managerial/delivery/sales position

Employee #2 = Production

Employee #3 = Delivery/sales position

Employee #4 = Production position

Employee #5 = Bookkeeping/administrative position

Employee #6 = Production position

Anticipated Estimated Sales In Pounds Per Week and Month Year One

Payment Schedule

Balance Sheet Month One Year One

Balance Sheet Month Twelve Year One

User Contributions:

Comment about this article, ask questions, or add new information about this topic:.

Preview of the downloaded spot design capital

Free Download

Cup Roaster Business Plan Template

Click this free coffee roaster business plan presentation, with pre-filled sample, to produce your own plan..

Or plan are pro user in LivePlan. Save 50% today

Accessible formats:

What you get with get template

One complete business plan.

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

SBA-lender approved format

Your plan is formatted which mode lenders and investors expectant.

Edit to your needs

Download as a Phrase document and edit your business plan right from.

Comprehensive help

Property clear furthermore simple instructions from accomplished business plan books.

All 100% free. We're hierher to help you successful in business, no streicher attached.

Get the most out of get business plan example

Follow these tips to rapidly develop a working business planner from save sample.

1. Don't worry about finding an exact match

We have over 550 sample business design templates . So, make certain the plan is a close match, but don't get hung back on the particulars.

Your business lives unique and will differ from any example or template you ankommen across. So, use this example as an begin indicate and customize it to your needs.

2. Remember it's just an example

Our sample business schedule are samples of what one business owner did. That doesn't make them perfectly or need you for cram your business idea to fit the plan structure. Fancy Roasters Business Plan Example Template - Download as a PDF conversely viewer online for free

Use the information, financials, and formatting available inspiration. It will speed skyward and guide the plan script process.

3. Know reasons 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 yourself planning for use your plan to apply by a advance or pitch to investors? Then it's worth following the format from your chosen sample plan to securing you cover sum necessary contact.

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

More business planning resources

Whereby to Establish a Business Plan Presentation

Simple Enterprise Plan Outline

How to How a Business Plan for Stakeholders

How to Start a Business With No Money

Industry Company Planning Guides

Business Plan Preset

Method to Write an Business Plan

10 Valuable of a Sound Business Plan

Download your template now

Need to validate your idea, fasten funding, or grow thine business this template is for i..

Detailed instructions
SBA-lender authorized format
Fill-in-the-blank easiness
Expert tips & hacks

We care about your privacy. Seeing our privacy strategy .

Not readiness 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 provision software

From style go plan in 30 minutes

Step-by-step how
Crystal clear financials
Expert advice at your nail
Funding & lender willing formats
PLUS see the accessories to manage & grow

Tax Season Savings

Get 40% off LivePlan

The #1 rated business plan software

Transform Tax Season into Growth Season

Discover and world’s #1 plan building software

IMAGES

Coffee Shop Business Plan Template
Coffee Shop Business Plan Template Package
One Page Food and Beverage Plans, Proposals and Templates
Business Plan of Encore Coffee Roaster Company
Coffee Shop Business Plan Sample Pages
Fillable Online Coffee Roaster Business Plan Sample

VIDEO

THE GENESIS MINING BUSINESS PLAN
The BEST Coffee Roaster In The World #SYPCOFFEE #brentwoodtn #coffee #coffeelover
A sample coffee roaster for small-scale home roasting
Live Cupping
A New Coffee Roaster Design
Taste & See Coffee and Gallery reopening after a year

COMMENTS

Coffee Roaster Business Plan Template [Updated 2024]
Coffee Roaster Business Plan Template. Over the past 20+ years, we have helped over 1,000 entrepreneurs and business owners create business plans to start and grow their coffee roaster businesses. On this page, we will first give you some background information with regards to the importance of business planning.
What makes a good coffee roaster business plan?
Coffee Roaster Business Plan: Market Analysis and Future Trends Current Market Trends The Newest Trends in Coffee Roasting. The coffee industry is under constant evolution that is influencing the roasting segment as well. From the demand for eco-friendly practices to the rise of artisanal coffee, consumers' preferences are reshaping the ...
Coffee Roaster Business Plan Example
30-60: prefer premium and espresso with half the caffeine. Lite blends and half-caffeinated grew approximately 7% in 2001. Other: 64% of all coffee is consumed at breakfast; 28% between meals; 8% at all other meals. Sweetened or plain: 35% drink coffee black; 65% add sweetener and/or creamer.
Coffee Roaster Business Plan Template (2024)
The breakout of the funding is below: Café/Roastery Build Out: $200,000. Marketing and Advertising: $50,000. Inventory and Supplies: $50,000. Three Months Of Overhead Expenses (Rent, Salaries, Utilities): $100,000. Working Capital: $100,000. Easily complete your Coffee Roaster business plan! Download the Coffee Roaster business plan template ...
How to Write a Coffee Roasting Business Plan (Template)
The multiple interwoven processes and permits and plans that are required to get a coffee roasting business off the ground will run smoothly with the help of a detailed business plan. Take some of the stress out of the process with a thorough plan. How to Write Your Coffee Roasting Business Plan (Description, Examples, Proposals)
PDF A Guide to Starting a Home Coffee Roasting Business
working as a corporate business consultant. Ken's passion for world travel and entrepreneurship came together in Thailand in 2010, where he discovered the joy of coffee roasting. He saw a virtually untapped business opportunity in micro-roasting and went on to invent a unique coffee roaster that could travel the world as widely as he had. Coffee
Coffee Roaster Business Plan [Free Template
Writing a coffee roaster 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 ...
Free Coffee Roaster Business Plan Template + Example
Download this free coffee roaster business plan template, with pre-filled examples, to create your own plan. Download Now Or plan with professional support in LivePlan. Save 50% today ... Download as PDF Finish your business plan with confidence. Step-by-step guidance and world-class support from the #1 business planning software. Get 50% off ...
How to write a business plan for a coffee roaster?
A business plan has 2 main parts: a financial forecast outlining the funding requirements of your coffee roaster and the expected growth, profits and cash flows for the next 3 to 5 years; and a written part which gives the reader the information needed to decide if they believe the forecast is achievable. How to write a business plan to secure ...
Coffee Roasting Business Plan Example
To effectively run business operations, Maria Rodriguez who is the Owner and Proprietor of Blonch Coffee will be in charge of running the coffee roasting business on a daily basis. To ensure smooth running of the business plan coffee roaster, the following staff will be employed in various departments. Business Development and Sales Manager.
How to Write a Coffee Shop Business Plan (with Templates)
Conduct market research to understand your target audience and competitors. Then, detail out sections like your product offerings, pricing strategy, marketing plan, financial projections, and operational procedures. If you're thinking of opening a coffee shop, a well-thought-out business plan is indispensable. 3.
How to Grow Your Coffee Roasting Business: 27 Tips from ...
Coffee Shop Education. 1. Offer to run cuppings for coffee shops. "Go above and beyond for your shops. If they want to do cuppings, send them free samples or offer to come down and teach! Your shops are a direct influence on the image of your roastery.". - Devin Parham, Head Barista at The Coffee Cup, Poteau, OK, USA. 2.
Coffee Bean Roasting Business Plan [Sample Template]
A Sample Coffee Bean Roasting Business Plan Template. 1. Industry Overview. According to industry reports, the coffee roaster market is expected to register a CAGR of 3.2 percent, during the forecast period (2019 - 2024). Meanwhile, roasting coffee transforms the chemical and physical properties of green coffee beans into roasted coffee products.
Coffee Roaster Business Plan
VENEZIA COFFEE ROASTERS. 14600 Waterfront Drive. Kennebunk, ME 04043. Two seasoned coffee roasters found their niche in a seemingly saturated market. This plan illustrates that their specialty lies not only in their roasting methods, but also in their socially responsible business practices. Their mission is to balance the needs of their ...
PDF Coffee Roaster Business Plan Business Plan Example
Coffee Roaster Business Plan | Business Plan 2023 14/50. Market Size Available Market All coffee consumers in the region. 100M Served Market Coffee enthusiasts preferring premium or specialty blends 25M Target Market Cafes, restaurants, and offices prioritizing specialty coffee. 5M
Coffee Roaster Business Plan
Coffee Roaster Business Plan - Free download as Word Doc (.doc), PDF File (.pdf), Text File (.txt) or view presentation slides online. Bussines Plan For Coffee Roaster
Free Coffee Roaster Business Plan Template + Example
We don't just have PDF documents that make editing a challenge. Each plan is available in Word print so you can start revision your business plan example right away. Key portions are this coffee roaster employment set: Every from and sample business plans have complete and inclusive view of and cross that bankers and stakeholders expect to see ...
Coffee Roaster Business Plan
coffee_roaster_business_plan - Read online for free.
Coffee Roaster Business Plan
coffee_roaster_business_plan - Read online for free. bussinsis plan of the coffee
Coffee Roaster Business Plan Example Template
Coffee Roaster Business Plan Example Template. Nov 27, 2023 •. 0 likes • 325 views. J. Jessica Larson. Infuse your coffee venture with success through our Coffee Roaster Business Plan—a brief blend of passion, precision, and a commitment to elevating roasting standards. Join us for a fresh perspective on crafting extraordinary coffee ...
Coffee Roaster Business Plan
88889717 Coffee Roaster Business Plan - Free download as Word Doc (.doc), PDF File (.pdf), Text File (.txt) or view presentation slides online. Scribd is the world's largest social reading and publishing site.
Coffee Roaster Business Plan
Specialty coffee sales grew 38% from $7.76 billion in 2000 to $10.71 billion in 2001, comprising 30% of the total U.S. coffee market. The specialty coffee market is characterized by being high fragmented with one large player, several mid-tier companies, and thousands of small regional companies.

Coffee Roaster Business Plan Template

What Is a Business Plan?

Why You Need a Business Plan

Sources of Funding for Coffee Roaster Businesses

Finish Your Business Plan Today!

Executive Summary

Company Analysis

Industry Analysis

Customer Analysis

Finish Your Coffee Roaster Business Plan in 1 Day!

Competitive Analysis

Marketing Plan

Operations Plan

Management Team

Financial Plan

Coffee Roaster Business Plan FAQs

What is the Goal of a Business Plan's Executive Summary?

OR, Let Us Develop Your Plan For You

Other Helpful Business Plan Articles & Templates

The Blueprint to a Successful Coffee Roaster Business Plan

Step 2: Identifying Your Unique Selling Proposition

Step 3: Creating a Comprehensive Business Model

Why Most Coffee Roaster Businesses Fail

Inadequate Business Planning

Poor Financial Management

Understanding Profit Margins in a Coffee Roasting Business

Different ways to generate income

Maximizing profitability

Cost Analysis

Breakdown of common costs in a coffee roasting business

Strategies for managing and reducing costs

What is a Coffee Roaster Business?

The Process of Coffee Roasting

Why Start a Coffee Roaster Business?

The Growing Demand for Specialty Coffee Industry

The Potential for High-Profit Margins

Coffee Roaster Business Plan: Market Analysis and Future Trends

Leveraging Industry Trends for Business Success

Future Outlook

Preparing Your Business for Future Growth

A Toast to Your Coffee Roasters’ Success: Concluding Thoughts

Grow with confidence

Want to access our large pool of drivers?

Coffee Roaster Business Plan Template

Coffee Roaster Business Plan

Executive Summary

Product Offering

Customer Focus

Management Team

Success Factors

Financial Highlights

Company Overview

Cosmopolitan Coffee History

Cosmopolitan Coffee Services

Customer Analysis

Customer Segmentation

Competitive Analysis

Whole Bean Roasting Company

Go Coffee Go

Le Entourage Bistro

Competitive Advantage

Marketing Plan

Promotions Strategy

Operations Plan

Milestones:

Financial Plan

Funding Requirements and Use of Funds

Financial Projections

What are the Main Types of Coffee Roaster Businesses?

How Do You Get Funding for Your Coffee Roaster Business Plan?

What are the Steps To Start a Coffee Roaster Business?

Coffee Roaster Business Plan Template

What you get with this template

Edit to your needs

Get the most out of your business plan example

1. Don't worry about finding an exact match

2. Remember it's just an example

3. Know why you're writing a business plan

Download your template now

Finish your business plan with confidence