opening bakery business plan

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The Ultimate Guide to Starting a Bakery

Many or all of the products featured here are from our partners who compensate us. This influences which products we write about and where and how the product appears on a page. However, this does not influence our evaluations. Our opinions are our own. Here is a list of our partners and here's how we make money .

Bakeries bring joy and convenience to their communities, but the customers aren’t the only ones who will benefit from this small business. The owner has a lot to gain too. Imagine calling a kitchen filled with tasty treats your office. Starting a bakery will be hard work, but fun at the same time. With equal parts passion and elbow grease, you can start a business that has customers lined up around the block waiting for a chance to try your delicious treats. This guide on how to start a bakery will help you figure out how to get your business off the ground.

How to start a bakery in 12 steps

Once you have the recipes chosen and perfected, you'll need to focus on some of the other elements associated with starting a bakery: picking the right location, create an inviting atmosphere and learning to manage your finances. Let’s learn more about these aspects.

1. Choose a bakery format

There are multiple bakery formats that you can choose from. There are even some options without the overhead startup costs of a pricey store location. These are a few bakery formats worth considering, but feel free to get creative.

Counter style. This format is the most typical and recognizable format of a bakery, and it has its benefits. Very little space is required in the front of the bakery if you simply offer a counter that customers can order from. (Of course, you’ll still need space in the back for your kitchen.) Usually, there is no dining space, which keeps this type of bakery a lean and efficient operation. But this format does limit your options for serving food and keeping customers on-site where they might order more food and drinks over time.

Bakery and cafe hybrid. This option has plenty of seating for customers, which can allow you the space you need to serve meals if you want to expand past baked goods. Even if you don't, you can still add seating if you want to encourage customers to stick around for a while. You may want to add coffee or tea to the menu, as well. Plus, if you offer comfy seats and free Wi-Fi, you’ll likely find success amongst the working crowd.

Food truck. Starting a food truck is a cost-effective venue for opening a bakery and can help you reach a variety of customers. Take your baked goods along for the ride and park your food trucks at street fairs, by offices and at special events. Generally, you won’t have the space to bake in the truck. But you can easily pack up your truck with baked goods you made in your home or commercial kitchen space.

Home bakery: Not ready to make the leap into renting spaces or buying industrial-sized equipment? Keep things simple and opt to start a bakery from home instead. You’ll require less startup capital and can easily sell your goods online, at local farmers markets, or offer catering services . You may even be able to make deals with local coffee shops or cafes to sell your goods in their locations by offering them a cut of the profits.

How much do you need?

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We’ll start with a brief questionnaire to better understand the unique needs of your business.

Once we uncover your personalized matches, our team will consult you on the process moving forward.

2. Write a business plan

Writing a bakery business plan is hard work, but it’s a step that will help guide you and provide focus. A business plan can also show stakeholders, such as investors, lenders and potential partners, where your business is heading.

A strong business plan will provide you with a structure to organize your ideas, plans, goals, services or products, financial plans and operational structure. Although you'll want to customize your business plan to suit your needs, it should generally contain the following information:

Executive summary . The executive summary should outline your business’s purpose, where it currently stands, where you see your business in three to five years and why your business will succeed.

Market analysis . Here, you’ll share an in-depth analysis of your industry, market and competitors.

Products and services . Provide a detailed look at exactly what your business will be selling. When you're starting a bakery, this section can look at your menu and how the bakery format you chose in the first step will serve your customers.

Marketing and sales plan . Explain how you’ll market and sell your bakery to customers.

Financial plan and projections . You should provide at least three years of financial projections as well as any financial data from your business’s past performance. You’ll want to prove that you have a plan to take your bakery from an idea to a profitable enterprise.

All in all, your bakery business plan will be a lot of information to pull together, but completing this document will ensure that you have a strategy to develop and grow your business.

Choose a Business Entity

As you’re writing your bakery business plan, particularly the business organization section, the question of how you plan to structure your business will likely come up. Choosing a business entity is an important step to starting a bakery (or any business). You may want to consult a business attorney, accountant or another resource to help you decide what type of business entity to form, as this decision will affect your taxes, legal responsibilities and more.

To start, you might consider one of the following most common types of business entities:

Sole proprietorship. Unincorporated business that either has one owner or is jointly owned by a married couple.

General partnership. Unincorporated business with multiple owners.

Limited liability company. Also known as an LLC; registered business with limited liability for all of its members.

Corporation. Incorporated business; most common types being an S corporation or C corporation.

Choose a Business Name

You may have already decided on a business name , but if you haven’t yet, now is the time. Once you have an idea of what you’d like your business name to be, you'll need to make sure it hasn’t already been taken by another business.

A quick Google search should be your first step. You can also search for trademark filings with the U.S. Patent and Trademark Office. Finally, a secretary of state business search will uncover if another business in your state is operating under your dream name.

If your budget permits, you can also hire an attorney to do this research on your behalf. You’ll save a lot of time and have some added peace of mind that you are legally safe to move forward with the name of your choice.

3. Find the right location

The next step in learning how to start a bakery is narrowing down your search for the right business location . If you’re opening a brick-and-mortar location, finding a commercial real estate agent who specializes in finding business spaces for purchase or rent can make your search much easier. Try to find someone who primarily assists the tenants, not the landlords, with the rental process.

You’ll want to make sure your agent has years of experience in your chosen community — that way, they’ll know what fair prices are and the best locations. They may even be able to help you find a restaurant lease that comes with some of the required bakery equipment like large refrigerators or ovens. Make sure the space you rent comes with plenty of room to store equipment and extra baking supplies.

If you’re more interested in the food truck route, you won’t need a real estate agent to help you with that. There are specialty car dealers online and in person that sell food trucks and trucks that can be adapted into food trucks.

To get a better deal, you may want to search for a used food truck on websites like Craigslist. Or, you might ask your local food truck owners, they may be looking to sell their own truck or know of other owners who are.

4. Get the appropriate licenses and permits

Each state will have different regulations, so you must check with your local government to see what business licenses and permits you’ll need to start a bakery in your area.

Even your city or county may require specific business licenses and permits. You should review the government websites for your state, county and city to make sure you have all the documentation you need. Your needs will vary depending on what type of bakery you start, but you may encounter the following licenses and permits when starting your bakery:

Sales privilege license. If you're opening a retail location, you’ll probably need a sales privilege license. This type of license will be necessary to sell your goods in a retail format. This allows your company to collect your state’s sales tax alongside what your goods cost.

Food handler's license. Any business that handles food will need a food handler’s license or a food and safety certificate. You will need to prove that you have the proper knowledge regarding food handling and storage. The owner will need this license as will any employees who assist in the cooking of your baked goods.

Catering license. If you choose to pursue a catering-style bakery business, then you may need a catering or food vendor license. This generally applies if you make the food yourself and deliver it, not if you prepare the food in the client’s kitchen.

Kitchen health and safety inspection. Any kitchen space will need to pass a health and safety inspection in order to be properly certified. Researching these rules is especially important if you want to learn how to start a bakery from home.

Zoning laws and permits. If you’re running a bakery out of residential space, you’ll want to review your local zoning laws to see if you can operate a business out of your home. In this case, other permits may be necessary. For example, a permit may be required if anyone is coming to your home to pick up food.

Homeowner association rules. If you want to start a bakery from home, you’ll need to check the homeowner association rules and regulations first to make sure that operating a business out of your home is allowed. This is more commonly an issue that affects those who live in townhomes or condos.

4. Register for taxes and obtain an EIN

All businesses have varying tax, licensing and employer requirements. Learning about these requirements before you start a bakery will help you avoid costly and time-consuming mistakes. Your chosen business entity, as well as some other factors, will affect the business taxes you’ll be responsible for paying. If you haven’t already, it’s a good idea to consult a tax professional to make sure you’re aware of your tax responsibility and on track to file the appropriate paperwork on time.

If you plan on hiring employees to help you run your bakery, you’ll also need to apply for an employer identification number , also known as an EIN or business tax ID number. You can do this through the IRS and this number will be used when filing your business’s income tax return or payroll tax return, as well as when you’re opening a business bank account, credit card or filing for a business loan.

Even if you don’t need to obtain an EIN — sole proprietorships and single-member LLCs without employees are the only businesses that don’t — there are still benefits of getting an EIN you should consider.

6. Brand your bakery

Finish this sentence: Break me off a piece of that…. You know exactly which crunchy candy bar goes with that song, right? Well, that’s because of branding. Good branding is key. The colors, logos, music, taglines and packaging can all tell your bakery’s story to the world.

There is no reason your bakery can’t make a splash thanks to some solid business branding. These are the following areas where you can start planning your bakery’s branding:

Color scheme.

Social media.

Product names.

Ask yourself, what story do you want your brand to tell? Then use that story to guide each of your branding decisions. Your story should be unique.

You want a name and logo that is immediately recognizable. The same goes for your decor and packaging.

Establishing social media pages for your bakery is also crucial to getting the word out about your new business while building your brand at the same time.

7. Separate your business finances

Starting a bakery can feel like a very personal affair, but you should do your best to separate your business and personal finances. One of the best ways to do this is by opening a business bank account. For some businesses, this step may be legally required.

When you open your business bank account, you’ll have to decide if you want a business checking or a business savings account. Usually, new businesses will be best served by a business checking account. Businesses that are more established, and have plenty of cash on hand, will probably prefer a business savings account so their money can grow with interest.

Either way, it's best to have some form of a business bank account to keep your business finances organized and running smoothly. The last thing you need to worry about is confusing your personal expenses with your business ones come tax season.

Another way to help keep your business and personal expenses separate is to obtain a business credit card . While you have several options available to you, you may also consider a business credit card with a 0% introductory annual percentage rate offer, which can be particularly helpful to cover any initial startup costs of your bakery. Keep in mind, though, you will need to make sure you have a plan to pay off your balance by the time the introductory offer ends for this to be a beneficial tool.

8. Secure business funding

Starting a bakery can be an expensive endeavor, so you should first find an answer to the following question: How much does it cost to start a bakery?

The answer will vary based on your location, type of bakery and required equipment, but you need to find a rough answer so you can plan your funding options accordingly. If you need help financing your new bakery, consider the following options:

Startup business loans. Finding funding as a new business can be difficult, which is where startup business loans come in. These can be anything from an SBA microloan to a small business grant. It’s worth noting that SBA loans are the most coveted funding option for their low interest rates and long repayment terms. While traditional SBA loans aren’t easy to qualify for — especially as a new business — the SBA microloan program can be a good alternative.

Business line of credit. With a business line of credit , you’ll have access to a maximum credit limit that you can borrow against for any business expenses. You’ll only pay interest on the amount of capital that you borrow from your credit line, and you don’t need great credit to qualify, which makes them appealing for new businesses.

Equipment financing. Bakeries require a lot of equipment, so you may want to consider equipment financing to help with the upfront costs. And since the equipment will serve as collateral on the loan, they are also easier to qualify for than some other funding options.

9. Decide on your menu

Remember the cronut? The combination of a donut and a croissant created by the famed Dominique Ansel, owner of Dominique Ansel Bakery in New York City, was so popular that people would line up around the block to try to get one. A few years later, however, the cronut isn’t exactly making headlines anymore — which is why it was smart for Ansel to also sell other baked goods, including classic favorites.

When figuring out how to start a bakery and make your menu, keep Ansel in mind. It’s OK to set and follow trends, as long as you're known for having some reliable staples available too.

That way, when everyone is over the latest trend, they know they can still come to you for their favorite classics. Ansel now has multiple bakery locations in New York, Los Angeles and London and sells new inventions (like frozen s’mores) and timeless baked goods.

10. Obtain bakery equipment

To turn your bakery into a legitimate, profitable business, you'll need commercial-grade bakery equipment to help you churn out all those baked items out without your tools breaking down in the process.

What equipment is needed to start a bakery? You may need to obtain:

Decorating tools.

Sheet pan rack.

Refrigerator.

Holding cabinets.

11. Price your products

When you're trying to price your food products, it's important to remember that pricing is determined by your expenses, operating costs, taxes and the market. To calculate the pricing of your baked goods, therefore, you’ll first need to figure out your monthly business operating costs. This will help you calculate how much you’ll need to make to cover the total cost to run your business.

Then, you’ll have to divide your production costs and overhead costs into your operating costs. Production costs take everything into account that’s needed to produce your baked items, such as ingredients and equipment. Overhead costs are expenses that are not direct costs — think advertising, accounting, labor, etc.

Once you’ve figured out your breakeven point and the production costs per baked good, you’ll be able to come up with pricing. For example, let’s say you own a cupcake business and it costs you $2,000 a month to operate your bakery. You project to sell 250 cupcakes per month.

To figure out how much you should charge per cupcake, you can divide the number of projected cupcakes into your monthly operating costs. If you divide 2,000 by 250 you should get eight. This means you should be charging $8 per cupcake just to cover overhead expenses.

Now, let’s factor in production costs. Let’s say each cupcake costs you $5 to produce. Add this cost to the minimum cost to cover your operating expenses (eight plus five) and you should get $13, which represents the minimum amount you should charge to cover your total operating expenses.

You can then decide how much profit you want to make and add that to the price of each baked good.

12. Set the atmosphere

The last step in learning how to start a bakery is customizing your space. If you choose to go with a storefront or cafe-style bakery, it’s time to amp up the atmosphere.

When it comes to the atmosphere, there are a few tricks of the trade that will help you create a successful bakery. For example, put your most eye-catching baked goods (like those fancy frosted cakes) at eye level in your display shelf. Less exciting staples like bread can take up some of the space on the lower levels of your display or behind the counter.

When you're setting the atmosphere, creating a good first impression is key. Just like a well-designed restaurant has a stellar entrance area, find a way to make that tempting freshly baked cookie smell waft into the entryway of your bakery.

Similarly, you can invest in plush couches, cozy decor and oversized coffee mugs. Make sure your customers feel at home. As the owner, get to know your customers. It’s important to train all of your staff members to be equally friendly. And of course, a free sample or two never hurts.

This article originally appeared on JustBusiness, a subsidiary of NerdWallet.

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On a similar note...

Bakery Business Plan Template

Written by Dave Lavinsky

Business Plan Outline

• Bakery Business Plan Home
• 1. Executive Summary
• 2. Company Overview
• 3. Industry Analysis
• 4. Customer Analysis
• 5. Competitive Analysis
• 6. Marketing Plan
• 7. Operations Plan
• 8. Management Team
• 9. Financial Plan

Bakery Business Plan

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

We have helped over 100,000 entrepreneurs and business owners create business plans and many have used them to start or grow their bakeries.

A bakery business plan is a plan to start and/or grow your bakery. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan, and details your financial projections.

How To Write a Bakery Business Plan & Sample

The following information will provide a description of what to include in your bakery business plan along with links to an example for that section:

• Executive Summary – The Executive Summary section provides a high-level overview of your plan. It should include your company’s mission statement, as well as information on the products or services you offer, your target market, and your business goals and objectives.
• Company Overview – The Company Overview section provides an in-depth look at your company, including information on your company’s history, ownership structure, bakery location, and management team.
• Industry Analysis – Also called the Market Analysis, in this section, you will provide an overview of the industry in which your bakery will operate. You will discuss trends affecting the industry, as well as your target market’s needs and buying habits.
• Customer Analysis – In this section, you will describe your target market and explain how you intend to reach them. You will also provide information on your customers’ needs and buying habits.
• Competitive Analysis – This section will provide an overview of your competition, including their strengths and weaknesses. It will also discuss your competitive advantage and how you intend to differentiate your bakery from the competition.
• Marketing Plan – In the Marketing Plan section, you will detail your marketing strategy, including your advertising and promotion plans. You will also discuss your pricing strategy and how you intend to position your bakery in the market.
• Operations Plan – In the Operations Plan, you will provide an overview of your store’s operations, including your store layout, staff, and inventory management. It also includes information on your warehousing and distribution arrangements and a list of long-term milestones or business goals.
• Management Team – In this section, you will provide information on yourself as the talented baker, your team, your experience, and your roles in the company.
• Financial Plan – In this section of your bakery financial plan, you will include your financial statements: income statement, balance sheet, and cash flow statement. It also includes information on how much funding you require and the use of these funds.

Next Section: Executive Summary >

Bakery Business Plan FAQs

How can i complete my bakery business plan quickly & easily.

Learn more about writing a successful plan by using this bakery business plan template .

Where Can I Download a Bakery Business Plan Template?

Get a downloadable bakery business plan template here . 

What Are the Main Types of Bakeries?

A bakery can be retail or wholesale. A retail bakery sells baked goods directly to customers, while a wholesale bakery typically sells products to other businesses, like restaurants, grocery stores, specialty shops, and cafes.

How Do You Get Funding for Your Bakery?

Bakeries are most commonly funded with personal savings and bank loans. Credit card financing and angel investors are also popular forms of funding for bakeries.

Learn More:  Seeking Funding from Angel Investors vs Venture Capitalists

What Are the Main Sources of Revenues and Expenses for a Bakery?

The primary source of revenue for bakeries is its baked good sales. This includes deliveries and online orders. Sometimes bakeries also earn from bulk orders from wholesalers or special occasions.

The key expenses for bakeries are rent, wages and salaries, ingredients and packaging.

What are the Steps To Open a Bakery Business?

Opening a bakery business can be an exciting endeavor. Having a clear roadmap of the steps to open a business will help you stay focused on your goals and get started faster.

1. Develop A Bakery Business Plan - The first step in opening a business is to create a detailed bakery 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 bakery 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 bakery business is in compliance with local laws.

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

Learn more about how to start a successful bakery business:

• How to Open a Bakery Business

Where Can I Get a Bakery Business Plan PDF?

You can download our free bakery business plan template PDF here . This is a sample bakery business plan template you can use in PDF format.

BUSINESS STRATEGIES

How to create a bakery business plan

• Annabelle Amery
• Oct 29, 2023
• 12 min read

When launching your bakery business , the first step is to whip up a detailed and well-crafted business plan. Think of it as the secret recipe for your bakery's success. This document isn't just a list of ingredients; it's your roadmap to achieving your goals, whether you're baking artisanal bread, delightful pastries or delectable cakes. Your bakery business plan will help you navigate the sweet and savory challenges of the industry, ensuring your path to success is as delightful as your treats.

So if you're looking to start a business in the baking industry, keep reading for instructions on how build a strong business plan.

Ready to get baking? Use Wix to build a business website and learn how to make a bakery website .

Why create a bakery business plan? Key benefits to consider

Crafting a bakery business plan is important for several reasons. First, it forces you to conduct thorough market research and analysis, helping you gain insights into your target market's preferences, trends and competition. This information is vital for designing a product lineup that resonates with customers and stands out in the crowded baking market.

A well-structured business plan aids in clarifying your bakery's unique value proposition as well. By clearly defining what sets the bakery apart from its competitors, you can effectively communicate your brand's identity and build a strong customer base.

Beyond all this, your business plan lays out a detailed operational plan, outlining your bakery's workflow, supply chain management, staffing requirements and equipment needs. This level of detail is crucial to ensure smooth day-to-day operations and efficient resource allocation.

Finally, a bakery business plan is a vital tool for raising money for your business whether from investors, lenders or stakeholders. It demonstrates your commitment, understanding of the industry and your business's potential for profitability. It can help potential investors gauge your bakery's revenue-generating capacity and projected returns on investment.

How to create a bakery business plan in 6 steps

So how do you go about crafting your plan? In the upcoming sections, we'll guide you through six essential ingredients of a bakery business plan.

Executive summary

Business and domain names

Market analysis and research

Operations plan

Marketing and advertising plan

Financial plan

01. Executive summary

An executive summary is a concise and compelling overview of your bakery business plan, designed to capture the reader's attention and provide a snapshot of the entire plan. This section should be written last (after you've crafted the rest of the plan), to ensure that it accurately reflects the key points and highlights of your bakery business venture.

When writing an executive summary for a bakery business plan, aim to include the following elements:

Briefly describe the core concept of your bakery business. Highlight what sets it apart from competitors and emphasize your unique value proposition.

Summarize the market research you've conducted to identify your target audience, market trends and growth opportunities.

Provide a high-level overview of your financial projections, including revenue estimates, startup costs and potential profitability.

Outline the short-term and long-term goals you aim to achieve with your bakery business.

Introduce key members of your team and highlight their relevant expertise for this type of business .

Mention any funding requirements you have and how the funds will be utilized to support the bakery's growth.

Conclude with a compelling statement that encourages readers to explore the rest of the business plan.

Example of an executive summary for a bakery

"Sweet Delights Bakery is a specialty bakery poised to revolutionize the local dessert scene with its artisanal approach and innovative flavors. Our commitment to using organic and locally-sourced ingredients sets us apart in a market craving healthier alternatives. With a target demographic of health-conscious consumers and a focus on catering to dietary preferences, we anticipate tapping into an underserved niche.

Our projected revenue for the first year is $300,000, with startup costs totaling $100,000. By year three, we aim to achieve profitability and expand our reach to neighboring towns. With a team that brings together culinary expertise and marketing prowess, we are well-equipped to execute our vision.

We seek $75,000 in funding to secure a prime location, procure high-quality equipment and launch an impactful marketing campaign. Sweet Delights Bakery is poised to become a local favorite and a go-to destination for unique and guilt-free indulgences."

02. Business and domain names

Naming a business is critical for brand recognition and online presence. A business name generator can help spark ideas and ensure your restaurant business name aligns with your bakery's identity.

For instance, if your bakery focuses on gluten-free treats, a name like "PureBites Bakery" reflects your commitment to wholesome ingredients. Once you decide on a company name, ensure that a corresponding domain name is available. Your domain name should be memorable, easy to spell and closely related to your bakery's name. Avoid complex names that can confuse potential customers.

Once you’ve landed on a business name, you’ll want to learn how to register a business .

03. Market analysis and research

Including a comprehensive market analysis in your business plan is crucial for understanding the competitive landscape and shaping your business strategy. Conduct market research to identify your target audience's preferences, behaviors and spending habits. Analyze your competitors' strengths and weaknesses to find opportunities for differentiation.

By understanding market trends and consumer needs, you can tailor your bakery's offerings and marketing messages effectively. Use this analysis to develop a unique value proposition that resonates with your target customers, ultimately setting your bakery apart in a crowded market.

04. Operations plan

The operations plan is a pivotal section of your bakery business plan, outlining the practical aspects of running your business effectively. This includes selecting an appropriate location, detailing the layout and design of your premises, identifying the necessary equipment for baking (alongside packaging and display) and specifying your staffing needs.

For instance, in the operations plan, you would detail how your bakery's layout promotes efficient workflow and customer engagement. You'd also discuss equipment like ovens, mixers, refrigerators and display cases that are essential for your bakery's operations. Staffing needs would include roles like bakers, decorators, cashiers and customer service representatives.

05. Marketing and advertising plan

The marketing and advertising plan outlines how you'll promote your bakery business to your target audience. Consider a mix of strategies such as using social media platforms, such as Instagram or Facebook, to showcase your visually appealing baked goods and engage with customers.

Additionally, you can build local partnerships by collaborating with local cafes or businesses for cross-promotions. This can include hosting tastings or events to introduce your products to the local community.

Consider making a website where customers can browse your offerings and place orders. A website builder like Wix can help you get online fast. From there, you can market and sell your goods as well as build an email list for newsletters and promotions to keep customers informed about new products.

Need some help building up your brand? Check out these bakery logo ideas and Wix’s free logo maker , as well as our guide on how to make a bakery logo .

06. Financial plan

The financial plan is a crucial part of any bakery business plan as it outlines the financial aspects of your venture. It includes cost to start an LLC if relevant, other startup costs, projected revenue, expenses and profitability timelines. Clearly define your funding needs, whether through personal investment, loans or investors.

The financial plan should encompass a break-even analysis, highlighting the point at which your bakery covers its expenses and starts generating profits. It's essential to provide realistic financial projections based on market research and industry benchmarks.

Bakery business plan example: SweetBite Bakery

Part 1: executive summary.

SweetBite Bakery is a gourmet dessert destination set to captivate dessert enthusiasts with its delectable creations. Our commitment to crafting unique and artistic desserts using premium ingredients positions us as a standout in the bakery industry. With a focus on custom-designed cakes and intricate pastries, we aim to elevate the dessert experience for our customers.

We anticipate generating $500,000 in revenue in our first year, with a startup investment of $150,000. Our team of skilled pastry chefs and experienced business professionals are well-prepared to execute our vision. We're seeking $100,000 in funding to secure a prime downtown location, invest in state-of-the-art baking equipment and launch an immersive marketing campaign.

Part 2: company and domain names

Company name: SweetBite Bakery

Domain name: www.sweetbitebakery.com

Part 3: marketing analysis and research

Through comprehensive market research, we've identified a niche for exquisite custom desserts in our target area. The bakery landscape lacks specialized gourmet options, providing us a significant opportunity for differentiation. Consumer preferences for unique, visually appealing treats and the growing trend of personalized celebrations further support our concept.

Part 4: operations plan

Location: We'll secure a charming storefront in the heart of the city, attracting foot traffic and enhancing visibility.

Premises: The bakery's interior will exude a cozy yet sophisticated ambiance, reflecting our premium offerings.

Equipment: Our bakery will be equipped with top-tier ovens, mixers and presentation displays to ensure the highest quality.

Staffing: We'll hire skilled pastry chefs, decorators and front-of-house staff to provide exceptional customer service.

Part 5: marketing and advertising plan

Social media: Engage customers through Instagram by showcasing our artistic creations and behind-the-scenes processes.

Local partnerships: Collaborate with local event planners and venues for special occasions and catering opportunities.

Tastings and events: Host weekly dessert tastings to introduce our offerings and build a loyal customer base.

Online presence: Launch an interactive website where customers can explore our menu order customized treats and stay updated on our latest creations.

Email marketing: Build an email subscriber list to share exclusive promotions, seasonal specials and upcoming events.

Part 6: financial plan

Startup investment: $150,000 (from personal savings and a small business loan)

Projected first-year revenue: $500,000

Projected first-year expenses: $350,000

Profitability timeline: By the end of the second year

Bakery business plan example: Wholesome Harvest Bakery

Wholesome Harvest Bakery is a health-conscious bakery determined to revolutionize baked goods by focusing on natural, nutritious ingredients. Our dedication to producing wholesome treats and accommodating various dietary preferences positions us as a pioneer in the health-oriented bakery market.

In our first year, we anticipate generating $350,000 in revenue, with startup costs totaling $100,000. Our diverse team of nutritionists and bakers are poised to execute our mission. We're seeking $75,000 in funding to secure a local storefront and invest in equipment that aligns with our health-focused approach.

Company name: Wholesome Harvest Bakery

Domain name: www.wholesomeharvestbakery.com

Our market analysis reveals a growing demand for healthier bakery options due to increased health awareness. With a focus on gluten-free, vegan and sugar-free offerings, we aim to cater to health-conscious consumers seeking guilt-free indulgence.

Location: We'll secure a location near fitness centers and health food stores to target our niche market.

Premises: Our bakery interior will reflect a fresh and natural ambiance, showcasing our commitment to health.

Equipment: We'll invest in specialty ovens and equipment that align with our ingredient-focused approach.

Staffing: Our team will comprise of nutrition experts, experienced bakers and customer service professionals.

Social media: Utilize Instagram and Pinterest to share health tips, recipe insights and showcase our nutrient-rich treats.

Local partnerships: Collaborate with gyms, wellness centers and yoga studios to cross-promote healthy living.

Tastings and events: Host workshops on healthy baking and nutrition, attracting a community of health enthusiasts.

Online presence: Develop a user-friendly website with detailed nutritional information, allowing customers to order online.

Email marketing: Regularly send out newsletters with recipes, health tips and exclusive discounts to our subscribers.

Startup investment: $100,000 (personal savings and a small business loan)

Projected first-year revenue: $350,000

Projected first-year expenses: $250,000

Profitability timeline: By the end of the first year

How profitable is owning a bakery?

Yes, owning a bakery business can be profitable, but it is important to note that it is not a get-rich-quick scheme. Bakeries have thin profit margins, so it is important to carefully manage costs in order to be successful. However, there are a number of things that bakery owners can do to increase their profitability, such as:

Offering high-quality baked goods and coffee

Providing excellent customer service

Marketing their bakery effectively

Offering catering services

Selling merchandise, such as aprons, cookbooks, and gift baskets

Controlling costs by using fresh, seasonal ingredients and making products in-house

It is also important to choose a good location for your bakery. A high-traffic area with good visibility is ideal. Additionally, it is important to consider the competition in the area. If there are already a number of successful bakeries in your area, you may need to offer something unique to differentiate yourself from the competition. If you are willing to put in the hard work and dedication, owning a bakery business can be a rewarding and profitable experience. Here are some tips for increasing the profitability of your bakery business:

Focus on high-margin items. Some items, such as cakes and cupcakes, have higher profit margins than others, such as bread and pastries. Focus on offering a mix of high-margin and low-margin items to keep your customers happy and your profits up.

Reduce costs. There are a number of ways to reduce costs in your bakery business, such as using energy-efficient equipment, buying in bulk, and making products in-house.

Increase sales. There are a number of ways to increase sales in your bakery business, such as offering catering services, selling merchandise, and offering loyalty programs.

Market your business effectively. Make sure people know about your bakery by marketing your business online and offline.

By following these tips, you can increase the profitability of your bakery business and achieve your financial goals.

What are the disadvantages of owning a bakery?

Owning a bakery can be a rewarding experience, but it's important to be aware of the disadvantages before starting a bakery business. Some of the disadvantages of owning a bakery include:

Long hours and hard work. Bakers often work long hours, especially during busy times, such as holidays and weekends. Baking is also physically demanding work, and bakers often have to stand for long periods of time.

Thin profit margins. The profit margins for bakeries are thin, so it's important to carefully manage costs in order to be profitable.

Competitive landscape. The bakery industry is a competitive one, so it's important to differentiate your bakery from the competition.

Perishable products. Bakery products are perishable, so it's important to manage inventory carefully to avoid waste.

Food safety concerns. Bakeries must adhere to strict food safety regulations to protect customers from food poisoning.

Reliance on suppliers. Bakeries rely on suppliers for ingredients and supplies. If a supplier has a problem, it can disrupt your business operations.

Seasonality. Bakery sales can vary depending on the season. For example, sales may be higher during the holidays and lower during the summer months.

Customer expectations. Customers expect fresh, high-quality baked goods. It's important to meet these expectations in order to keep customers coming back.

Employee turnover. The bakery industry has a high employee turnover rate. This can make it difficult to find and retain qualified staff.

Despite the disadvantages, owning a bakery can be a rewarding experience. Bakeries play an important role in the community, and many bakers enjoy the satisfaction of creating delicious and beautiful baked goods that people love.

What mistakes do startup bakeries make?

Some of the most common mistakes that startup bakeries make include:

Underestimating the costs. Starting a bakery can be expensive. It's important to carefully estimate all of the costs involved before starting your business. This will help you to avoid financial problems down the road.

Overestimating demand. It's important to be realistic about the demand for your baked goods. Don't overproduce baked goods or you will end up wasting money.

Not marketing their business effectively. Make sure to market your bakery business effectively in order to attract customers. Don't be afraid to invest in marketing strategies and advertising.

Not offering a diverse product mix. Offer a diverse product mix to appeal to a wide range of customers. Don't just focus on one type of baked good.

Not having a good business plan. A business plan is essential for any business, but it's especially important for startups. A business plan will help you to define your business goals, strategies and financial projections.

Bakery business plan FAQ

What is the most profitable bakery item.

The most profitable bakery item varies depending on the region and the type of bakery. However, some of the most profitable bakery items include:

Coffee and tea

What is the failure rate of bakeries?

Can i start a bakery with no money, are bakeries hard to start, want to create another type of business plan.

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How to open a bakery business: The Step-by-Step Beginners' Guide

• Written by: Rinaily Bonifacio
• Last updated: 10 April 2024

Whether you're an employer seeking to expand into the baking industry, a business owner aiming to diversify your enterprise, or an aspiring entrepreneur with a fervent passion for pastries, this guide is your comprehensive roadmap on how to open a bakery business successfully.

Opening a bakery is no simple feat; it involves strategic planning, keen market insight, and a robust financial foundation. Through this blog, we aim to demystify the process, providing you with the knowledge and tools needed to turn your bakery dream into a thriving reality.

Planning your bakery business

Starting a bakery business is an adventure that marries the love of baking with the thrill of entrepreneurship. But before you preheat the oven and don your apron, it's crucial to lay the groundwork with meticulous planning. Let's dive into the initial steps of understanding the bakery market and creating a robust bakery business plan.

Understanding the bakery market

Importance of market research.

Market research is the yeast you need for your bakery business plan to rise. It involves digging deep into the bakery industry to understand who your competitors are, identifying your target audience, and discerning the latest baking trends.

Conducting thorough market research ensures you're not just throwing ingredients into a bowl and hoping for the best. Instead, it's about crafting a recipe for success that appeals directly to your future customers' tastes.

Key market trends and customer preferences

Staying updated with key market trends and customer preferences is like knowing the secret ingredient that sets your bakery apart. Today, there's a growing appetite for health-conscious baked goods, artisanal breads, and unique pastry flavors.

Customers are increasingly valuing sustainability, local sourcing, and dietary-specific products, such as gluten-free or vegan options. Recognizing these trends and incorporating them into your bakery cafe or food truck bakery can help you cater to a broader audience and keep your menu fresh and exciting.

Creating a business plan

Essential components of a bakery business plan.

A detailed business plan acts as your bakery's blueprint, guiding you from the concept stage to the grand opening and beyond.

Essential components of a compelling bakery business plan include an executive summary, market analysis, business location details, marketing strategy, menu design, management structure, and, importantly, financial planning and projections.

This plan not only helps in securing business loans or attracting investors but also serves as a roadmap for your bakery's growth and development.

Financial planning and projections

Financial planning and projections are the heart of your bakery's business plan, providing a clear picture of your startup capital needs, operating expenses, and potential revenue.

It's crucial to estimate your food costs, price your baked goods appropriately, and plan for ongoing expenses such as staff salaries, equipment financing, and rental costs. Setting up a separate business bank account and considering a business line of credit are wise moves to keep your bakery's finances in good health.

A well-prepared financial plan convinces lenders and investors of the viability of your bakery business, ensuring that your dream of opening a bakery becomes a profitable reality.

Securing funding and managing finances

Once you've mixed the initial ingredients of your bakery business plan, the next step is to ferment the financial foundation that will allow your bakery to rise and thrive.

Securing funding and managing finances are critical aspects of starting a bakery, ensuring you have the dough required to cover startup costs and maintain a healthy cash flow.

Options for funding your bakery

When it comes to funding your bakery, there are several options to consider. Business loans from banks or small business associations are traditional routes, offering various loan types tailored to new businesses.

Presenting a detailed business plan is key to securing a loan, as it demonstrates your bakery's potential for success.

Seeking investors is another viable path. Investors can provide significant capital in exchange for equity in your bakery, bringing not only funds but also potentially valuable business management expertise.

Crowdfunding has emerged as an innovative funding option, allowing you to raise small amounts of money from a large number of people, typically via the internet. This method not only funds your bakery but also builds a community of supporters who are invested in your success.

Budgeting and financial management

Estimating startup costs

Calculating your startup costs is like measuring the ingredients for a new recipe – essential for the end product to turn out right. These costs include leasing a space, purchasing bakery equipment, obtaining licenses and permits from the local health department, and other initial expenses like marketing and the first batch of ingredients.

Consulting with a commercial real estate agent can help in finding the perfect location, and equipment financing might ease the financial burden of upfront purchases.

Ongoing financial management strategies

After the oven is hot and your bakery is running, ongoing financial management becomes your daily bread. This includes regular monitoring of your business finances, from managing food costs to evaluating the profitability of your baked goods.

Implementing a separate business bank account and possibly a business credit card can help track expenses and income efficiently.

Moreover, it's crucial to keep a close eye on your bakery's cash flow to ensure you can cover operating expenses and not just break even but also turn a profit.

Establishing a relationship with a small business accountant can provide you with expertise in tax planning, financial analysis, and strategies for growth.

Choosing the perfect location

Finding the ideal spot for your bakery is akin to choosing the right baking temperature; it's crucial for ensuring your business rises to success. The location of your bakery influences foot traffic, sales, and ultimately, your bakery's reputation in the market.

Let's explore the factors you should consider when selecting a location and the leasing and legal aspects that come with it.

Factors in selecting a location

The accessibility of your bakery is paramount. Look for locations with high foot traffic, easy parking, and visibility to passersby. It's also essential to analyze the competition in the area.

Are there other bakeries or cafes nearby? If so, consider how you can differentiate your bakery cafe or food truck bakery to stand out.

Demographic analysis is another key aspect. Understanding the local population's preferences, income levels, and lifestyle can help you tailor your menu and marketing strategy to meet their needs.

Partnering with a commercial real estate agent can provide valuable insights into these factors, helping you find a location that aligns with your target audience's needs.

Leasing and legal considerations

Negotiating leases and understanding zoning laws

Securing a lease for your bakery involves more than just agreeing on rent. Negotiating favorable terms, such as lease duration, renewal options, and fit-out contributions, can significantly impact your bakery's financial health.

It's wise to consult with a commercial real estate agent or a lawyer experienced in retail leases to help navigate these negotiations.

Zoning laws are another critical consideration. These regulations determine what activities can occur in certain areas. Ensure the location you're considering is zoned for food service and understand any restrictions that may apply.

For instance, some zones may have limitations on operating hours, which could affect a bakery planning to open early or stay open late.

Familiarizing yourself with local laws and obtaining the necessary food service license from the local health department are steps you cannot skip.

Designing your bakery space

Designing your bakery space is like crafting a recipe for the perfect sourdough loaf—it requires attention to detail, the right ingredients (or in this case, design elements and equipment), and a touch of creativity.

A well-thought-out design not only enhances efficiency and productivity but also creates an inviting atmosphere for customers. Let's delve into setting up your bakery layout and choosing the essential equipment that will bring your bakery to life.

Setting up your bakery layout

Kitchen and storefront design principles

The layout of your bakery is a critical factor that influences both back-of-house operations and the customer experience. In the kitchen, prioritize functionality and efficiency.

There should be a logical flow from the receiving area for ingredients, to storage, to prep areas, and finally to the baking and cooking stations. This helps in minimizing cross-traffic and ensures a smooth operation, even during peak hours.

For the storefront, consider the customer journey from the moment they enter your bakery. The design should be welcoming and reflect the personality of your bakery café or specialty bakery.

Incorporate elements that tell your story and showcase your baked goods enticingly. Pay attention to the display cases, lighting, and seating arrangements. The goal is to create a space where customers feel comfortable and engaged, encouraging them to linger and, most importantly, return.

Choosing and purchasing equipment

Selecting the right bakery equipment is crucial for turning your bakery's menu into a delicious reality. Start with the essentials: commercial-grade ovens, mixers, proofers, and refrigeration units.

These pieces are the workhorses of any bakery, allowing you to produce high-quality baked goods efficiently. Don't forget about smaller items like baking sheets, racks, and utensils, which are just as important for daily operations.

For the retail side, consider investing in high-quality display cases to showcase your baked goods attractively. A reliable POS system and payment processing equipment will streamline sales transactions, making the checkout process smooth for your customers.

Additionally, think about the back-end needs like a business bank account and business credit card processing to manage your bakery's finances effectively.

Licensing and legal requirements

Just like following a baking recipe ensures your cake rises, adhering to licensing and legal requirements is essential for your bakery's success and compliance.

Navigating the maze of licenses, permits, and health regulations can seem daunting, but it's a fundamental step in setting up your bakery business.

Let's break down the process of securing the necessary licenses and permits, and ensuring your bakery meets health and safety standards.

Navigating licenses and permits

Before you can open your bakery's doors, you'll need to secure a variety of licenses and permits. The specific requirements can vary depending on your location, but generally, you'll need a business license, a food service license, and possibly a liquor license if you plan to serve alcoholic beverages.

Additionally, if you're operating a food truck bakery, you may need specific permits related to mobile food service.

It's also important to register your business entity, whether it's a sole proprietorship, partnership, limited liability company (LLC), or corporation. This registration not only legalizes your business but also affects your tax obligations and personal liability.

Consulting with the Small Business Association (SBA) or a legal professional can help you navigate these requirements and ensure you're fully compliant from the start.

Health and safety compliance

Health and safety are paramount in the food service industry. Your bakery will need to pass health inspections regularly to ensure it meets local health department standards. This involves adhering to regulations on food handling, storage, preparation, and sanitation.

You'll need to develop a comprehensive understanding of these guidelines to create a safe environment for both your customers and employees.

Implementing proper training programs for your staff on food safety practices is crucial. Additionally, your bakery's design and layout should facilitate cleanliness and sanitation, with easy-to-clean surfaces and adequate storage for food and non-food items.

Keeping detailed records of your compliance efforts, such as cleaning schedules and temperature logs for refrigeration units, can also aid in maintaining high standards and passing health inspections with flying colors.

Crafting a mouth-watering menu

A bakery's menu is the heart of its business, showcasing the unique flavors and creativity that set it apart from the competition. Crafting a menu that tantalizes the taste buds while also being financially viable requires a careful blend of artistry and strategy. Let's delve into developing a product line that resonates with your target audience and pricing strategies that ensure your bakery's profitability.

Developing your product line

When starting a bakery, the selection of your product line is critical. It's about striking the right balance between classic offerings that customers expect and unique items that make your bakery stand out. Whether you're operating a retail bakery, a bakery café, or even a food truck bakery, the key is to focus on quality and uniqueness.

Consider incorporating local flavors, catering to dietary preferences like gluten-free or vegan options, and even offering specialty bakery items like wedding cakes or artisanal breads.

Engaging with your target audience through market research can uncover preferences and gaps in the local market. This insight allows you to tailor your product line to meet customer demands, making your bakery a go-to spot for both traditional and innovative baked goods.

Remember, each item on your bakery's menu represents your brand, so invest time in perfecting recipes and presentation to ensure they leave a lasting impression.

Pricing your products

Pricing is a critical aspect that affects your bakery's bottom line and customer perception. The strategy should cover food costs, labor, overheads, and still ensure a profitable business. A common approach is the cost-plus pricing method, where you calculate the total cost of producing your baked goods and add a markup percentage for profit. This method ensures you cover costs and achieve a target profit margin.

However, understanding the market is also vital. Analyzing competitors’ prices and knowing your target audience's willingness to pay can help you set competitive yet profitable prices.

Offering a range of products at different price points can cater to a broader customer base, from those looking for a quick, inexpensive snack to those seeking a premium, artisanal experience.

Dynamic pricing strategies, such as offering discounts during slow hours or bundling items at a reduced rate, can also maximize sales and manage food costs effectively. Remember, transparency with customers about the quality and sourcing of ingredients can justify higher price points for your baked goods, fostering trust and loyalty among your clientele.

Hiring and training staff

Behind every successful bakery is a team of skilled and passionate individuals who bring the business to life.

Building a team that reflects your bakery's values and commitment to quality is essential for delivering exceptional customer service and delicious baked goods. From recruitment to ongoing training, investing in your staff is investing in the future of your bakery.

Building your team

Recruitment and hiring processes

The journey to hiring the right team begins with a clear understanding of your needs. Identify the roles critical to your bakery's operation, whether it's skilled bakers, friendly sales staff for your retail bakery or bakery café, or versatile employees for a food truck bakery.

Use detailed job descriptions to attract candidates who not only have the necessary skills but also align with your bakery's culture and vision.

Leveraging various recruitment channels, such as local job boards, culinary school networks, and social media platforms, can widen your search and attract a diverse pool of candidates.

Conducting interviews that assess both technical abilities and soft skills, like customer service and teamwork, is crucial. Remember, small businesses, especially in the culinary industry, thrive on the strength of their team's cohesion and commitment.

Training for Excellence

Once you've hired your team, the focus shifts to training and development. A comprehensive training program covers not only the basics of the job but also your bakery's specific processes, from the preparation of baked goods to handling special orders like wedding cakes.

Emphasize the importance of food safety, cleanliness, and compliance with local health department regulations to ensure your business operates smoothly and safely.

Ongoing training opportunities can motivate and engage your staff, leading to better performance and lower turnover rates. Consider offering workshops on new baking techniques, customer service excellence, or management skills for those showing leadership potential.

Engaging with organizations like the small business association or local small business administration can provide resources and training programs beneficial for your staff's growth.

Marketing your bakery

In the world of bakery business, creating mouth-watering pastries is just one part of the recipe for success. The other? A robust marketing strategy that introduces your bakery to potential customers and keeps them coming back for more.

Combining traditional and digital marketing techniques with effective branding and customer engagement strategies can set your bakery apart in a competitive market.

Strategies for Effective Marketing (H3)

In today's marketing landscape, blending traditional methods with digital tactics is key. Consider local advertising in newspapers and on radio to reach community members who might not be online. Participating in community events and local farmers' markets can also raise your bakery's profile among local customers.

Digital marketing, however, offers precision targeting and analytics that traditional methods can't match. Developing a strong online presence through a well-designed website, search engine optimization (SEO) to improve visibility, and engaging social media marketing campaigns can draw in customers. Utilizing email marketing to send out promotions, menu updates, and newsletters can keep your bakery top-of-mind for your customers.

Remember, content is king in digital marketing, so share stories about your baked goods, special recipes, and behind-the-scenes glimpses of your bakery business to engage your audience.

Building a Brand and Customer Base (H3)

Branding, customer engagement, and loyalty programs

Your bakery's brand is more than just your logo and color scheme; it's the experience you promise to your customers. Crafting a unique brand identity that reflects your bakery's values, from sourcing ingredients locally to specializing in dietary-specific baked goods, can help you stand out.

Consistently applying your branding across all touchpoints, from your bakery cafe's decor to your packaging, strengthens your market presence.

Customer engagement is crucial for building a loyal customer base. Engage with your customers through social media, respond to their feedback, and create a community around your bakery. Hosting baking classes, offering behind-the-scenes tours, or collaborating with local coffee shops for pop-up events can create memorable experiences that customers will want to share.

Implementing a loyalty program is another effective strategy to encourage repeat business.

Whether it's a punch card for a free pastry after a certain number of purchases or a points system for discounts on future orders, loyalty programs show your appreciation for your customers' business and incentivize them to return.

Launching and growing your business

The journey of transforming your bakery dream into a tangible reality culminates with a grand opening, but the work doesn't stop there. Launching your bakery is just the beginning of a continuous process of growth and expansion. A well-executed grand opening can set the tone for your bakery's reputation, while adopting long-term growth strategies ensures your bakery not only survives but thrives in the competitive food industry.

The grand opening

Planning a successful launch event

A grand opening is a fantastic opportunity to make a strong first impression on your community. Start by setting a date and planning an event that showcases what your bakery is all about. Inviting local influencers, food critics, and members of the small business association can increase your visibility.

Consider offering samples of your signature baked goods, live baking demonstrations, or even baking classes to engage attendees. Promoting the event through social media marketing, local newspapers, and partnerships with local businesses can help spread the word. Remember, the goal is to create buzz and excitement around your new bakery, encouraging people to visit and spread the word.

Sustaining and expanding your business

After a successful launch, focus on sustaining and growing your bakery business. One key strategy is to continuously analyze your sales data and customer feedback to refine your product offerings and customer service. Expanding your menu to include trending items or seasonal specialties can keep your offerings fresh and exciting.

Building a strong online presence, through regular updates to your website and active engagement on social media platforms, can attract new customers and keep loyal ones engaged. Collaborating with local businesses, such as coffee shops or grocery stores, can open up new sales channels and increase your brand's reach.

As your bakery grows, consider exploring additional revenue streams such as catering services for events, online sales of specialty baked goods, or even franchising. Expanding your physical footprint with new locations or exploring niche markets like food truck bakeries or wholesale bakeries can also contribute to your business's growth.

Financial health is crucial for long-term sustainability. Ensure you have robust financial management practices in place, regularly review your business's financial performance, and adjust your strategies accordingly. Keeping an eye on the future, be open to innovation and adaptability, whether it's adopting new baking technologies or exploring eco-friendly packaging options.

From conducting thorough market research and crafting a comprehensive bakery business plan to selecting the perfect location and designing an inviting bakery space, each phase is crucial in building a strong foundation for your bakery.

Securing funding, managing finances, navigating the complexities of licensing and legal requirements, and developing a mouth-watering menu are all critical components that require careful planning and execution.

Hiring and training a dedicated team, implementing effective marketing strategies, and planning a successful grand opening are steps that breathe life into your bakery's vision. Moreover, sustaining and expanding your business through strategic growth initiatives ensures that your bakery remains a competitive and beloved entity in the marketplace.

Remember, opening a bakery is more than just a business venture; it's a journey filled with passion, creativity, and the joy of bringing people together over the universal love of baked goods.

With dedication, resilience, and a sprinkle of innovation, your bakery can rise to become a cornerstone of your community, cherished for its delightful treats and warm atmosphere. Here's to your success in starting a bakery that leaves a lasting impression on the hearts and taste buds of your customers. Happy baking!

• Easy Employee scheduling
• Clear time-tracking
• Simple absence management

Streamline your bakery's workforce management

Running a bakery involves juggling schedules, tracking time, and managing absences, all while ensuring the dough rises perfectly. Shiftbase offers a seamless solution with its employee scheduling , time tracking , and absence management features, designed to streamline workforce management in the fast-paced world of bakeries.

By integrating Shiftbase into your operations, you can focus more on crafting delectable pastries and less on administrative tasks.

Ready to elevate your bakery's efficiency? Try Shiftbase free for 14 days here and experience the difference it can make in managing your team effortlessly.

Workforce management software from Shiftbase

How to Write a Bakery Business Plan + Template

Creating a business plan is essential for any business, but it can be especially helpful for bakery businesses who want to improve their strategy or raise funding.

A well-crafted business plan not only outlines the vision for your company but also documents a step-by-step roadmap of how you are going to accomplish it. In order to create an effective business plan, you must first understand the components that are essential to its success.

This article provides an overview of the key elements that every bakery owner should include in their business plan.

Download the Ultimate Bakery Business Plan Template

What is a Bakery Business Plan?

A bakery business plan is a formal written document that describes your company’s business strategy and its feasibility. It documents the reasons you will be successful, your areas of competitive advantage, and it includes information about your team members. Your business plan is a key document that will convince investors and lenders (if needed) that you are positioned to become a successful venture.

Why Write a Bakery Business Plan?

A bakery business plan is required for banks and investors. The document is a clear and concise guide of your business idea and the steps you will take to make it profitable.

Entrepreneurs can also use this as a roadmap when starting their new company or venture, especially if they are inexperienced in starting a business.

Writing an Effective Bakery Business Plan

The following are the key components of a successful bakery business plan:

Executive Summary

The executive summary of a bakery business plan is a one to two page overview of your entire business plan. It should summarize the main points, which will be presented in full in the rest of your business plan.

• Start with a one-line description of your bakery /
• Provide a short summary of the key points in each section of your business plan, which includes information about your company’s management team, industry analysis, competitive analysis, and financial forecast among others.

Company Description

This section should include a brief history of your company. Include a short description of how your company started, and provide a timeline of milestones your company has achieved.

If you are just starting your bakery , you may not have a long company history. Instead, you can include information about your professional experience in this industry and how and why you conceived your new venture. If you have worked for a similar company before or have been involved in an entrepreneurial venture before starting your bakery firm, mention this.

You will also include information about your chosen bakery business model and how, if applicable, it is different from other companies in your industry.

Industry Analysis

The industry or market analysis is an important component of a bakery business plan. Conduct thorough market research to determine industry trends and document the size of your market. 

Questions to answer include:

• What part of the bakery industry are you targeting?
• How big is the market?
• What trends are happening in the industry right now (and if applicable, how do these trends support the success of your company)?

You should also include sources for the information you provide, such as published research reports and expert opinions.  

Customer Analysis

This section should include a list of your target audience(s) with demographic and psychographic profiles (e.g., age, gender, income level, profession, job titles, interests). You will need to provide a profile of each customer segment separately, including their needs and wants.

For example, a bakery’s customers may include:

• Families with young children who are looking for birthday cakes or other special occasion desserts
• Businesses that need to order large quantities of pastries or other baked goods for their office functions
• Individual customers who want to purchase small quantities of freshly-baked goods for their personal consumption

You can include information about how your customers make the decision to buy from you as well as what keeps them buying from you.

Develop a strategy for targeting those customers who are most likely to buy from you, as well as those that might be influenced to buy your products or bakery services with the right marketing.

Competitive Analysis

The competitive analysis helps you determine how your product or service will be different from competitors, and what your unique selling proposition (USP) might be that will set you apart in this industry.

For each competitor, list their strengths and weaknesses. Next, determine your areas of competitive differentiation and/or advantage; that is, in what ways are you different from and ideally better than your competitors.

Marketing Plan

This part of the business plan is where you determine and document your marketing plan. . Your plan should be clearly laid out, including the following 4 Ps.

• Product/Service: Detail your product/service offerings here. Document their features and benefits.
• Price: Document your pricing strategy here. In addition to stating the prices for your products/services, mention how your pricing compares to your competition.
• Place: Where will your customers find you? What channels of distribution (e.g., partnerships) will you use to reach them if applicable?
• Promotion: How will you reach your target customers? For example, you may use social media, write blog posts, create an email marketing campaign, use pay-per-click advertising, launch a direct mail campaign. Or you may promote your bakery business via word-of-mouth.

Operations Plan

This part of your bakery business plan should include the following information:

• How will you deliver your product/service to customers? For example, will you do it in person or over the phone only?
• What infrastructure, equipment, and resources are needed to operate successfully? How can you meet those requirements within budget constraints?

The operations plan is where you also need to include your company’s business policies. You will want to establish policies related to everything from customer service to pricing, to the overall brand image you are trying to present.

Finally, and most importantly, in your Operations Plan, you will lay out the milestones your company hopes to achieve within the next five years. Create a chart that shows the key milestone(s) you hope to achieve each quarter for the next four quarters, and then each year for the following four years. 

Examples of milestones for a bakery business include reaching $X in sales. Other milestones could include adding new products/services, opening additional locations, or increasing employee headcount.

Management Team

List your team members here, including their names and titles, as well as their expertise and experience relevant to the foodservice industry. Include brief biography sketches for each team member.

Particularly if you are seeking funding, the goal of this section is to convince investors and lenders that your team has the expertise and experience to execute on your plan. If you are missing key team members, document the roles and responsibilities you plan to hire for in the future.

Financial Plan

Here you will include a summary of your complete and detailed financial plan (your full financial projections go in the Appendix). 

This includes the following three financial statements:

Income Statement

Your income statement should include:

• Revenue: how much revenue you generate.
• Cost of Goods Sold: These are your direct costs associated with generating revenue. This includes labor costs, as well as the cost of any equipment and supplies used to deliver the product/service offering.
• Net Income (or loss): Once expenses and revenue are totaled and deducted from each other, this is the net income or loss

Sample Income Statement for a Startup Bakery  

Balance sheet.

Include a balance sheet that shows your assets, liabilities, and equity. Your balance sheet should include:

• Assets : All of the things you own (including cash).
• Liabilities : This is what you owe against your company’s assets, such as accounts payable or loans.
• Equity : The worth of your business after all liabilities and assets are totaled and deducted from each other.

Sample Balance Sheet for a Startup Bakery  

Cash flow statement.

Include a cash flow statement showing how much cash comes in, how much cash goes out and a net cash flow for each year. The cash flow statement should include:

• Cash Flow From Operations
• Cash Flow From Investments
• Cash Flow From Financing

Below is a sample of a projected cash flow statement for a startup bakery business.

Sample Cash Flow Statement for a Startup Bakery  

You will also want to include an appendix section which will include:

• Your complete financial projections
• A complete list of your company’s business policies and procedures related to the rest of the business plan (marketing, operations, etc.)
• Any other documentation which supports what you included in the body of your business plan.

Writing a good business plan gives you the advantage of being fully prepared to launch and grow your bakery . It not only outlines your business vision but also provides a step-by-step process of how you are going to accomplish it. 

Creating a business plan forces you to think through all aspects of your business including marketing, finances, operations, and more. Ultimately, a well-thought-out business plan is key to a successful bakery.  

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Think you are the next great baker? Well, you’ll need a business plan! That’s why we have put together a detailed Bakery Business Plan example for you to take ideas from.

There’s only one thing whose aroma is sweeter than the cakes you’ve baked or the bread you’ve made… and that’s the smell of a successful business!

Bottom line…

If you want to get baking with this business plan…

#1 Bakery Business Plan Sample – Executive Summary Section

The Executive Summary section of your business plan outlines what your business does. It summarizes the company’s key points and introduces the rest of the business plan content.

The Executive Summary is incredibly important because it might be the only section a busy person reads; so it should always include:

• Who the company is – In the Company section of the executive summary, we’ve talked about the key staff member and the expertise and experience he brings to the table, as well as the proposed project and the opportunities it will bring to the local area.
• What we sell – What the problem is and how The Bakery Company plans to solve the problem.
• Target Market – Who your customers are going to be.

So, if you’re looking at starting a bakery business or simply looking for a cake shop business plan, this guide will give you all the ideas you need to write a complete business plan for bakery products.

Check it out and feel free to lift anything you want.

The #Executive #Summary outlines what your business does, summarizes your key points, and prepares investors for the rest of your #businessplan. It’s vital you provide a solid case for your business idea, which is why your #executive #summary is so important! Tweet

Executive Summary

The Bakery Company is a cake and sugar sculpture company based in Chicago. Owned and run by innovative baking and sugarcraft entrepreneur Ali Baker, the company offers a wide range of products and services to a broad client base. Ali is looking to develop more products in her range, and to introduce these into retail outlets and other suppliers nationwide. She also plans to take the entire brand nationwide over the next few years, and is seeking investment to help her do this.

What We Sell

In addition to couture cake designs, The Bakery Company offers a wide range of delicious and innovative products that are unique to the brand – and which are currently not being offered elsewhere in the region. There are other cake companies in the region, but Ali is looking at ways to diversify so that her brand stands out. One of these ways is to specialize in unique sugar sculpting designs that offer a lifelike effect, rather than the cute and cartoon-based offerings of her competitors. This approach has been a real success with clients, and more and more orders are been received thanks to this innovative approach to sugar sculpting.

The Bakery Company also offers baking and sugarcraft workshops for adults and children – and these are proving a real hit, especially given the appeal of baking right now thanks to the many bakery shows on TV.

Who We Sell To

The Bakery Company has a broad and very diverse range of clients. This really is a company that has something for everybody and which appeals to all ages.

From the bride and groom looking for a stunning bespoke couture wedding cake to the stressed parent looking for a unique and fun party idea for their child, Bakery Company can offer it all. Corporate clients also make up a large part of the client base, and Ali is exploring more services to offer corporate clients, such as sugarcraft workshops as teambuilding events.

From a product perspective, The Bakery Company’s Pick ‘n’ Mix Brownies make up a large proportion of sales, and are always sold out at wedding fairs and other marketing events. This is an area that Ali would really like to push out to mass market, and which has real potential to be taken on board by retailers nationwide.

#2 Bakery Business Plan Company Profile Section

The Company Profile section in this small bakery business plan sample can also be identified as your Company Description.

If it’s well written, your potential investors will find easy to understand your business model, your mission and goals, and how it’s going to meet the needs of your target market.

So whether it’s a cupcake business plan, an online bakery business plan, or pastry shop business plan you’re after, we hope you find the following information useful.

For the purpose of this business plan, we’ve included the following:

• The Company and Management Team
• Location and Facilities

Mission Statement

Company Overview

The Bakery Company was launched in 2014 by Ali Baker. The company is run from Ali’s home and there are currently no other locations in operation, although venues have been hired in the past for various workshops.

The address of the business is: Ali’s House, Chicago, USA.

The business is currently operating from a home kitchen and office, and is owned and run by Ali Baker. Ali is the sole Managing Director, but there are plans to employ more staff as the business grows.

Management Team

Ali is currently the sole member of the management team at The Bakery Company, and is responsible for all business operations. As a highly skilled professional, she is passionate about the business and in building a household name that is synonymous with innovation, quality and creative flair.

Ali has a deep interest in the science behind baking and sugar sculpture, as well as the art of baking. Her expertise as a patisserie professional, sugar artist, chocolatier, chef and food writer, has helped her get the company noticed and build a strong reputation. She also ensures she keeps up to date with the latest food industry trends so that she can stay ahead of her competition and meet market needs.

Creativity is strong at The Bakery Company, and assistance may be needed from a marketing and business growth perspective. Ali is hoping that any potential investor will be able to act as a mentor and give advice on how best to move the business forward.

As the business grows, Ali will be looking to recruit more staff.

Locations and Facilities

At present, The Bakery Company operates solely from Ali’s home kitchen and office. This works well at present, and also saves on costs associated with renting accommodation. However, as the business grows, alternative accommodation will be sought. This may be in the form of a dedicated business premises, or the company may look to secure space within hospitality venues such as hotels.

Tagline: Mouthwatering masterpieces enrapturing palates and capturing the imagination.

Mission Statement: A passion for creativity and innovation is at the heart of everything we do here at The Bakery Company. Our mission is to provide our customers with uniquely designed, lovingly crafted cakes for all of life’s celebrations. Our artisans are dedicated to providing a simple, friendly and affordable way to order cakes, learn new skills and enjoy delicious handmade treats. From the gloriously traditional to the utterly mindblowing, there is no limit to our creativity and commitment.

A #mission #statement is a short statement of an organization's purpose and shows the goal of its operations: what kind of product or service it provides, its primary customers or market, and its geographical region of operation. Tweet

Company History

The Bakery Company first opened its oven doors in 2014, and since then owner and entrepreneur, Ali Baker has taken the company from strength to strength. What started out as a casual home business supplying cakes to friends, has now grown to a thriving business supplying services and products to a wealth of different clients including brides, parents, children and corporate clients.

The company is operated from, and has always been operated from Ali’s home, but once the company grows, the plan will be to move to larger, permanent premises. At present, with the current volume of orders, the home kitchen and office set up is sufficient, not to mention cost effective.

Since The Bakery Company first started, more products and services have been added, including:

• Wedding cakes Celebration cakes Corporate cakes
• Cupcakes and Pick ‘n’ Mix Brownies
• Sugar Sculpture workshops for adults and children

Ali has also invested in good quality branding and design for the company, and this will really help the company to stand out and attract attention.

#3 Bakery Business Plan Products & Services Section

The Products and Services section needs to be much more than simply a list of what your new business is going to provide.

This is especially important if you’re looking to get funding; so make sure that you showcase the value, the quality, and the benefits of your business.

Ask yourself:

• What sets you apart from your competitors?
• Why would people buy from you as opposed to your competitors?

Here’s the example.

Products and Services

The Bakery Company produces a wide range of homemade, hand crafted and bespoke products, and runs a number of workshops for children and adults. Below is a detailed summary of each product and service, and the benefits it provides to customers.

Bakery and Sugar Confectionery

Celebration Cakes

• Wedding Cakes including Bakery Company Signature Cakes and Tiered Wedding Couture Cake Sculptures
• Pick ‘n’ Mix Brownie Bites (sold by the bag) Triple Chocolate Brownie Bites (sold by the bag)
• Double Chocolate Chip Brownie Slab (sold by the bag) Big Bonkers Brownie (sold by the bag and box)

Pick ‘n’ Mix Wedding Brownie Bars

• Wonka Wedding Bar – A great way to keep the children amused at weddings. Everything is supplied including a Willy Wonka style cart serving  scrumptious brownie bites, four sweet options, and one topping sauce.
• Cake Cocktail Bar – Who says kids get all the fun? The cake cocktail bar offers guests six different candy/chocolate shard options, two toppings, and The Bakery Company’s delicious gluten-free brownie.

The Bakery Company Workshops

• Children’s Cake Decorating And Sugar Workshops – What a great alternative for a children’s’ birthday party! The Bakery Company supplies all the fun, and each child gets to take home their wonderful creations as well as the obligatory party bag and their own Bakery Company character.
• Adult Sugar Sculpture Workshops – At the sugar sculpture workshops, The Bakery Company shares techniques and useful tips on how to make life-like cake.

Competitors

The baking and confectionery industries are fiercely competitive, and right now even more so thanks to the baking revolution that has taken the US by storm. Ali is very aware of the competition in the marketplace which is why she has taken her brand in a completely different direction, offering customers something unique and not available from any of her competitors.

Her lifelike sugar sculptures are extremely popular with customers looking for an alternative to cute or cartoon-like character sculptures. As a result, Ali is earning quite a reputation for this style, and plans to develop this technique further. Flavor is something else that really stands out, and Ali experiments with many exciting flavor combinations to give her clients the wow factor and a unique twist on more traditional options. All products are made at home using the freshest ingredients that are selected from local suppliers wherever possible.

The company also offers a gluten-free range which Ali is very passionate about, being gluten-free herself. She has worked hard to develop a gluten-free cake that doesn’t compromise on taste or texture – a common problem with other gluten-free products.

Product & Service Development

Product development is something very close to Ali’s heart, and she will be looking to develop more innovative and creative products in the future.

A new website will also be launched shortly and will detail all products currently available. Customers will be able to place orders, make bookings and send enquiries.

Sourcing and Fulfillment

The Bakery Company uses a number of suppliers that are used on a regular basis. There is no agreement in place with one supplier. Due to the variety of products that are required by the business, it would be quite difficult to source from one supplier. However, Ali does review price points to ensure she is getting ingredients and sundry items at a competitive price, and many items are bought at wholesale price.

The company relies on the skills of Ali Baker to carry the brand forward and provide products and services. At present the only technology in use is a home computer on which invoicing, social media updates and other administrative business tasks are carried out. The company will also rely on a website and social media channels to attract new business and connect with customers and followers.

Intellectual Property

The Bakery Company is in the process of being trademarked.

#4 Bakery Business Plan Situation & Market Analysis Section

This section of a business plan is very often glossed over because more often than not, the business owner is so involved within their business, that it doesn’t occur to them that they can learn something by writing this down!

This section is one of the most important aspects of your Bakery marketing plan.

In fact, it defines where you currently are in terms of your market, product, customers, and competition. It also allows you to look at both internal and external factors and to review and document the strengths and weaknesses of your business, as well as identifying any opportunities and threats within your marketplace.

It can include:

Market Overview

Market needs, market trends, market growth, industry analysis, key customers.

• SWOT analysis

Here’s our example.

Your #Market #Analysis section of a business plan is one of the most important aspects of your marketing plan. It defines where you are currently in terms of your market, product, customer, and competition. Check out this example in our #Bakery #BusinessPlan! Tweet

Target Market

One of the great things about The Bakery Company is that it really offers something for everyone. Ali has really taken the time to think her target market through, and there is no demographic she has left out.

Catering for all ages from 4 upwards, the company targets and sells to mostly women, but appeals to anybody looking for unique cakes, a fun twist, or an enriching learning experience.

While the younger generation love children’s cakes, cupcakes, pick ‘n’ mix brownies and the brownie bar, older customers are more interested in sophisticated cake creations, cakes for corporate events and learning how to make their own stunning cakes and sculptures at home.

Cake couture trends are very much affected in the same way as fashion couture trends. Right now, hand painted cakes are very much the “in” thing, but this will change in time. Ali prides herself on keeping up with the latest trends, and of course catering to the unique needs of her target audience.

The Bakery Company solves a wide range of problems that customers experience. Here are just some of those solutions:

• Customers often lack the skills and time to create a cake to the same high standards of a professional couture cake. For that reason, they will approach The Bakery Company for a bespoke design that is sophisticated, authentic and which they would be able to find anywhere else.
• Creativity and innovation is very strong within the company, and everything produced is a unique design. Ali does not offer basic, “off the shelf” style cakes and instead focuses on the extraordinary and ground breaking.
• The company produces some of the best gluten-free products. Being gluten-free herself, Ali has mastered the perfect recipe without compromising on taste or texture. This is a huge market to leverage and more products will be introduced as the company expands.
• Workshops are offered at an extremely high standard and structured to make people believe that anything is possible with a little imagination and time.

Other similar companies in the region simply aren’t offering this bespoke, high-quality service or such a diverse range of innovative products. Consumers are always looking for that little something extra that is going to make their event stand out from the crowd and be remembered for all the right reasons. It is these little innovative details that Ali strives to offer.

As mentioned previously in the business plan, this is an industry that never stays the same, and trends are driven very much by consumer demand. As a result, Ali constantly reviews and evaluates the products and services she offers to ensure she stays ahead of the competition and provides what her customers want.

In order to keep up with the latest market trends, she has also signed up with a number of newsletters from industry leaders and innovators and has joined a number of organizations including The Chicago Weddings consortium, The Sugar Craft Guild, Cake Decor and Made in Chicago. These organizations often hold local and national events at which The Bakery Company can exhibit.

Social media can also often highlight shifts in market trends and a close eye will be kept on the company’s social media channels to see what people are talking about, and what is hot right now.

Celebration cakes have been an integral part of Western life since the 19th century. Today, no party or wedding would be complete without a stunning baked creation taking center stage. Since hit TV show, ‘The Chicago Bake Off’ aired in 2012, the US has been taken over by something of a baking revelation, and this is great news for businesses like The Bakery Company. Ali wants to take this baking fever one step further, offering customers sophisticated and innovative cakes that are one-of-a-kind couture creations, and something that simply cannot be found elsewhere.

Consumers no longer want supermarket birthday cakes, or a traditional wedding cake. Today, it is about the wow factor and creating cakes that are showstoppers all on their own. It is this passion that The Bakery Company wants to promote, in both its products and its workshops, as well as showing that the only limit is the imagination when it comes to creating a stunning cake, brownie or sugar sculpture.

The Bakery Company spans a number of different industries, including hospitality, wedding supplies, catering, and art and education.

Reputation is extremely important for the company as many orders will be placed through word of mouth and repeat business. The website will also play a big part in the marketing strategy of the business as will social media and competition entries. Ali has already taken part in a number of competitions, and plans to enter more in the future as this is great exposure for the brand.

Buying decisions will also be very much visually led, and it is therefore important that the business focuses on showcasing products in the most professional and detailed way possible. Professional photography and graphic design will therefore be very important for the marketing process.

As mentioned previously, key customers for the business will span all age groups, and will come from all walks of life. Below are details of each consumer group, and how the company plans to market to these individuals.

Parents and Children

The company offers a range of products and services aimed at parents and children. Birthday parties, brownie bars and workshops are just some of the options available.

Wedding Couples

Every wedding needs a cake, and that cake should be a Bakery Company cake. The company offers a fully bespoke service, plus a range of economically priced, high-quality wedding cakes for couples on a budget.

Corporate Event Planners

The company will target corporate clients to take up products and services such as celebration cakes, the brownie bar – and also workshops as the perfect team-building event.

Party Planners

All parties deserve a splendid celebration cake. From birthdays to anniversaries and graduations to retirement parties, the Bakery Company can provide beautiful bespoke cakes of the very highest standard.

SWOT Analysis

Passion, innovation and creativity are at the heart of the business, and this shows in every product and service the company offers. Unique baked products are often hard to find, and Ali focuses on offering customers life-like sculptures, stunning cakes and techniques they may have not seen before. She is also very enthusiastic to pass on her skills to others, so that they can enjoy the thrill and pride of making something absolutely fantastic for themselves.

She has also taken the time to create a gluten-free cake and brownie recipe that tastes amazing: many recipes lack the right taste and texture, and this was a problem Ali was very committed to solving. The gluten-free market is huge, and with the right marketing and approach, it is a market that could really be capitalized on.

Ali has also invested in the best equipment and in herself by taking a number of highly sought after and respected training courses.

The Bakery Company doesn’t make “cheap” or “boring” cakes. They focus on the extraordinary and unique, rather than run of the mill cakes that can be found elsewhere. In doing so, there is a slight risk of turning potential customers away, but Ali believes this will only serve to strengthen her brand and reputation as a high-class, fairly-priced cake couture company.

The Bakery Company is new in a very competitive industry. They need to ensure they stand out, and continue to develop the brand.

Opportunities

There are many opportunities open to the brand thanks to the many services and products they supply.

Ali would like to explore working with organizations such as hotels and retail stores, and feel that the brand will really appeal to the mass market, especially the Pick ‘n’ Mix Brownie selection. She will also keep a close eye on her competitors to identify any gaps in the market and customer needs that she can fulfil.

The Bakery Company’s biggest threat is the competition. Ali must ensure that the company continues to keep high standards and build its reputation as one of the best couture baking companies around.

#5 Bakery Business Plan Marketing Strategy & Implementation Section

The marketing strategy section of your business plan describes who your customers are going to be and how you plan to communicate to them the services or goods you are offering.

If your potential customers are not made aware of your business, you are not going to stay in business for very long!

Defining a marketing strategy in your business plan highlights your understanding and knowledge and emphasizes what makes your business concept compelling. It also outlines how you plan to attract and maintain a customer/client base.

• How are you planning to advertise to your market?
• What is your competitive edge?
• What is your sales strategy?

So, without further ado…

Let’s look at the following example.

Strategy and Implementation

With so many products and services on offer at The Bakery Company, the company really does solve a lot of life’s little problems. From finding a wedding cake with wow factor to igniting a creative spark at one of their workshops, The Bakery Company fulfils many different needs for many different people.

Competitors offer similar products and services, but do not focus on innovative and bespoke creations as passionately as The Bakery Company. This difference will be communicated through social media, the website, video marketing and other mediums to attract customers to the brand, especially those looking for something a little unique and extra special.

The Bakery Company offers customers stunning cakes and confectionery at a very fair price that reflects the quality of the finished product. Customers looking for cakes that are more “masterpiece” than “mediocre” will be much happier to pay more, confident that their cake is unique to them and their special event.

Pricing structure is as follows:

• Pick ‘n’ Mix Brownie Bites – Quantity/price = $2.05 per 110g bag
• Triple Chocolate Brownie Bites (Gluten Free) – Quantity/Price = $1.65 per 100g bag
• Double Chocolate Chip Brownie slab – Quantity/Price = $1.55 per 100g bag
• Big Bonkers Brownie – Quantity/price = $5.95 per 600g bag/box

Brownie & Cake Bars

Wonka Wedding Bar: $69.95 – 25 children =$2.79 per child

For the children. Alternative to party bags/wedding entertainer. A eye catching modern twist – Willy Wonka style cart serving 4 different sweet options, 1 topping sauce, and brownie bites.

$20.00 per bar & set up. Time taken 1 hr.

Cake Cocktail Bar: $225.00 for 100 guests

6 different candy/chocolate shard choices, 2 topping choices (raspberry marmalade/chocolate ketchup/strawberry salsa & gluten free brownie bites.

$80.00 per bar & set up. Time taken 2 hrs.

Celebration cakes (round): 6″ basic $30.00 – 8″ basic $40.00 – 10″ basic $55.00 –12″ basic $70.00

Simple designs added start from $10.00/elaborate designs added start from $25.00 per design on cake.

Cake sculpture toppings start from $25.00.

Sugar flowers start from $1.00 per small flower – $2.00 per medium individual flower – $3.00 per large individual flower.

Wedding Cakes

• Tiered Bakery Company Signature These are cakes offered for couples on a smaller budget, yet still want something beautiful & delicious. – per Signature cake – $40-$55 – Time taken per cake = 90 minutes
• Tiered couture cakes – prices starting from $200.00 – Costing from $40.00 – Time taken from 90 minutes upwards
• Tiered cakes – prices start from $325.00 – Costing from $70.00 – Time taken from 90 minutes upwards
• Tiered cakes – prices start from $495.00 – Costing from $100.00 – Time taken from 2hrs upwards
• Tiered cakes – prices start from $625.00 – Costing from $125.00 – Time taken from 2 hrs upwards

Cake Sculptures

Small: Prices start from $95.00 Large – prices start from $295.00

Costing from: $5.00 (small) – $20 (large)

Children’s Cake decorating/sugar sculpting classes

$ 5.95 for 1 hr class. 8 – 12 children per class = $47.60 – $71.40 per hour.

Each child is provided with a party bag. Each bag contains: 1 Bakery Company cupcake recipe. 1 cupcake/sugar sculpture. 1 Bakery Company cake character card profile. 1 balloon.

As mentioned in previous sections, much of the business will be secured by word of mouth and repeat orders. The Bakery Company will also look to maximize the potential of online marketing, using their website and social media to attract more business.

Professional photography, video marketing, and online tutorials are just some of the ways that can be used to promote the company visually. The Bakery Company will also look at publishing as much shareable content as possible to attract more likes, followers, retweets and pins.

Blogging is something very close to Ali’s heart, and this is a great way to share fun ideas, tips, recipes, event news, competitions and special offers. The company will also make full use of social media accounts such as Twitter, Facebook, Google+ and Instagram. Once they have more video content, they will also start a YouTube channel. Live streaming over Facebook might be fun too! This is a new service that Facebook has introduced and opens lots of opportunities for customers to bake along while at home, à la Jamie Oliver and Gordon Ramsay.

Email marketing may be something to look into, but the company really wants to stay away from spam emails as this will only cheapen the brand. However, they will be following up with existing customers thanking them as well as sharing special promotions with them. This will be on an opt-in basis, so as to stick to Google best practices for email marketing. The company may also explore Pay-Per-Click marketing and retargeting at a later date, and this will be handled by a marketing agency on their behalf.

Printed marketing materials will also be useful at events the compny attends.

Distribution

The Bakery Company will offer its services through its website and also face to face. Many of the services the company provides include set up at a venue, or delivery of workshops and classes. They will also offer products – such as their brownie line – through the website.

They also plan to approach retailers such as supermarkets and boutique stores to sell their range of Pick ‘n’ Mix Brownies. They will need to work on a bakery marketing plan, and how best to make, package and distribute their products. This is something that Ali is exploring now.

Milestones will be set once investment is in place. Ali would like to work closely with any investor on a mentor basis, and to receive guidance on the best direction to take the business, and how to plan milestones in the most logical way.

Competitive Edge

As mentioned previously, the company is operating in an extremely competitive market. Thanks to the creative genius of Ali and her passion for all things sweet, the company offers sophisticated, bespoke and also fun creations that simply cannot be found elsewhere. It is this passion and dedication that Ali will be looking to promote across the organization as it grows, by employing skilled and dedicated staff and ensuring standards remain high.

Reputation is everything and most business will be received via word of mouth and through repeat orders.

Unlike many other competing companies, Ali also has a product that is viable to distribute to the mass market.

Promotional Activity

The Bakery Company will use a variety of methods to market to customers including their website, social media, attending events, printed advertising, and promotional offers.

Discounts may be offered to previous customers and during potentially slower times, such as the winter wedding season.

Social media will also be very important to the brand, and the company will be communicating on a personal level with customers and followers to gain trust and get them to order and try out products.

Sales Administration

The Bakery Company wants customers to come back time and time again and to shout from the rooftops what a great experience they had with the company – whether they placed an order for a cake or booked one of the workshops. A friendly and personal approach is incredibly important, as is following up with customers to ensure they were delighted with the service offered.

The company will always reach out to customers after a sale, whether it’s with a business card or thank you email, and encourage positive feedback through social media channels. It’s that personal touch that will bring customers back to The Bakery Company over and over.

Sales will be made through the website, social media channels, word of mouth, and repeat orders. The compay will also aim to secure orders at promotional events and exhibitions. In time, they may start using mailing lists to email customers regularly with details of special events, tutorials and any other information they may be interested in.

Strategic Alliances

Not applicable.

Exit Strategy

#6 bakery business financial section.

Ensuring that you have a COMPLETE financial plan within your business plan will DOUBLE your chances of investment as well as the future growth of your business.

A lot of small businesses don’t have a financial plan and it’s essential to your long-term success and business growth.

We’ve listed here the key elements you need to have in a successful financial section:

• Initial Start Up Expenses – Especially if this is a start-up idea, it’s essential that you have a description of what you need for investment purposes.
• Sales Forecast – It’s essential to have an estimate of your monthly sales revenue as well as annual. This helps you understand your business and plan out any marketing and growth strategies.
• Direct cost of sales – Measures the amount of cash the company will have to spend to produce the goods or services sold by the company. The direct cost of sales only includes the expenses directly associated to production.
• Profit and Loss Forecast – This is a statement summarizing the revenues, costs and expenses incurred during a specific period.
• Balance Sheet – This is the financial position of the company and states its assets, liabilities and owners’ equity at a particular point in time. It illustrates the business’s net worth.
• Loan Repayment – This shows the lender or potential investor the act of paying back any monies.

So… Are you ready to look at some figures?

Three Year Projection

Three Year Projection​

Looking for more inspiration? Why not take a look through our other business plan examples:

• Ecommerce Business Plan sample
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• Medical Center Business Plan sample
• Outdoor Activity Business Plan sample
• Advertising Agency Business Plan sample
• Boutique Business Plan sample
• Real Estate Business Plan sample

Additional Resources:

To help you even further in creating your business plan, why not check out the following articles? They will help you write the perfect plan to impress:

• 40 Common Business Plan Mistakes to Avoid when Writing your Plan
• What is a Business plan and why do you need one?
• How to Write a Business Proposal in 5 Easy Steps
• 10 FREE Business Name Generator Tools to find your perfect business name

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County Clerk-Recorder

We wish you every success in your new business!

In order to open for business, you will need to contact the appropriate government agencies, file statements, pay taxes and follow various regulations.

No two businesses are exactly alike and therefore no single place exists where you can obtain all the applications, requirements, permits, licenses or fill out the forms. That’s why we’ve put together this resource guide  

Please know that in some instances, you may wish to seek the assistance of an attorney or an accountant.

Starting a Business in San Mateo County

Six Steps to Starting a Business

Step one – start with a business plan.

The U.S. Small Business Administration has a tutorial on how to create a business plan for all aspects of your business such as market analysis, financing, sales, marketing, advertising, and choosing a location. Visit  www.sba.gov  for more information.

STEP TWO – File for a Fictitious Business Name

Filing a Fictitious Business Name (FBN) Statement creates an accurate, easy-to-find record of who is responsible for the conduct of the business. You may obtain forms and assistance from the San Mateo County Assessor-County Clerk-Recorder’s Office, Clerk’s Division (555 County Center, 1st floor, Redwood City). Forms are also  available online . The Clerk’s staff has information about requirements and can assist applicants with these steps.

STEP THREE – Choose a Business Structure

Select a business entity type. See  www.sos.ca.gov/business  for a brief overview of the principal types of legal business structures available in California. Consult with an attorney and an accountant before determining your type of business entity.

STEP FOUR – Obtain a Business License from the City where you will be doing business

Usually you can purchase a business license from the City Clerk’s Office in City Hall. If your business is located in unincorporated San Mateo County, you can call the Tax Collector’s Office at 650.599.5989 for more information about obtaining a county business license.

STEP FIVE – Obtain Tax and Employer Identification Numbers

The IRS, the State Board of Equalization, the Franchise Tax Board and the Employment Development Department agencies collect state and federal payroll taxes, state sales taxes and corporate income taxes. Filing requirements are different for each agency. For more information, go to  www.sos.ca.gov/business/tax-information.htm .

STEP SIX – Check your resources to determine what requirements your business may need to operate

See the following for a partial list of recommended sources to help you get started.

CalGOLD – CALIFORNIA GOVERNMENT ONLINE

The  CalGOLD website  is designed to help business owners find the appropriate permitting information for the type of business that they plan to open. The website contains the names, addresses and telephone numbers of the state, local and regional agencies that issue the permits and licenses a business may need, as well as links to web sites.

CALIFORNIA BUSINESS PORTAL

The  California Business Portal  is sponsored by the California Economic Development Partnership. A number of resources are provided, including public and private sources, state and federal agencies, and local private non-profit organizations.

SECRETARY OF STATE’S BUSINESS PROGRAMS DIVISION

The  Business Filings section  processes applications for incorporations, limited partnerships, non-profits, and other businesses. Apostilles can only be obtained from the Secretary of State’s Office by mail or in person. Once you choose a business structure (Step 4), you will file your papers with the Secretary of State’s Office. This website contains information on the fees associated with filing as well as downloadable application forms. The Secretary of State’s Office maintains more than two million records for business entities in California including a searchable database of those businesses.

SMALL BUSINESS ADMINISTRATION

The  U.S. Small Business Administration (SBA)  is an independent agency of the federal government that counsels, assists, and protects the interests of small business. It’s mission is to help Americans start, build and grow businesses. The SBA offers advice on getting loans, grants, licenses, tax identification numbers, business planning and more.

CITY INFORMATION

Many cities require business licenses, building permits or have other rules. Click  here  for detail on how to reach each city in the County.

Unincorporated San Mateo County 650.599.5989 Only certain types of businesses are required to obtain a business license to operate in the Unincorporated Area of San Mateo County. 

AGENCIES TO CONTACT FOR OTHER REQUIREMENTS

The organizations listed below may have rules and regulations that apply to businesses that operate within their jurisdiction, are industry specific, or both.

FEDERAL AGENCIES

ALCOHOL AND TOBACCO TAX AND TRADE BUREAU NATIONAL REVENUE CENTER

www.ttb.gov  | 877.882.3277

The TTB handles the federal permit applications, collects alcohol, tobacco, firearms and ammunition excise taxes, and regulates this industry.

INTERNAL REVENUE SERVICE (IRS)

www.irs.gov  | 415.553.8990, 800.829.4933 The IRS issues federal tax identification numbers to corporations, partnerships or businesses with employees.

U.S. FOOD AND DRUG ADMINISTRATION (FDA)

www.fda.gov  | 888.463.6332 The FDA regulates products sold in the U.S., issues product approvals and recalls and monitors products on the market for public safety.

STATE AGENCIES

BOARD OF EQUALIZATION

www.boe.ca.gov  | 800.400.7115, 415.356.6600 The Board of Equalization issues Sellers Permits and Resale Numbers to wholesalers and retailers that sell or lease tangible personal property.

CA DEPT. OF ALCOHOLIC BEVERAGE CONTROL – ABC

www.abc.ca.gov  | 415.577.3660 This Office issues licenses to San Mateo and San Francisco County business seeking permission to sell alcoholic beverages.

CA DEPT OF HEALTH SERVICES, FOOD & DRUG BRANCH

www.cdph.ca.gov  | 916.650.6500 The California Food & Drug Branch issues permits to food manufacturers and wholesalers.

CA DEPT OF SOCIAL SERVICES – COMMUNITY CARE LICENSES

www.ccld.ca.gov  | 650.266.8800

Day Care Business 650.266.8843 Residential Care Business 650.266.8800 This Office issues licenses to Day Care and Residential Care businesses in San Mateo County.

CA CONTRACTOR’S STATE LICENSE BOARD

www.cslb.ca.gov  | 800.321.2752 The Contractor’s State License Board licenses and regulates contractors in 43 license classifications.

FRANCHISE TAX BOARD (FTB)

www.ftb.ca.gov  | 800.852.5711 The FTB is responsible for administering two of California’s major tax programs: Personal Income Tax and the Corporation Tax.

COUNTY AGENCIES

HEALTH DEPARTMENT

Agriculture, Weights & Measures 728 Heller St. Redwood City, CA 94064

www.co.sanmateo.ca.us/agwm  | 650.363.4700

Business owners with commercial weighing or measuring devices (scales, gas pumps,etc.) or retail price scanner systems must register with the County Sealer of Weights and Measures. Devices and scanner systems are inspected periodically for accuracy.

ENVIRONMENTAL HEALTH

2000 Alameda de las Pulgas, Suite 100 San Mateo CA 94403 www.smhealth.org/cupa  | 650.372.6200

Environmental Health issues permits to businesses that prepare or sell food to the general public, store hazardous materials, generate hazardous or medical wastes, practice body art, or operate a public swimming pool.

PLANNING AND BUILDING DEPARTMENT

455 County Center Redwood City CA 94063 Planning: 650.363.4161, Building: 650.599.7311 www.co.sanmateo.ca.us/planning

BUILDING DIVISION

Issues building permits to owners and/or licensed contractors for property located in the unincorporated area of the county when different types of construction or landscaping is undertaken.

PLANNING DIVISION

Determines if a business use meets the zoning requirements in an area, if a special Use Permit is required and if other zoning requirements apply to the business and/or the property.

SAN MATEO COUNTY ORDINANCE CODE

http://municipalcodes.lexisnexis.com/codes/sanmateo See Title 5: Business Regulations

TAX COLLECTOR’S OFFICE

555 County Center, First Floor Redwood City CA 94063 650.599.5989 The San Mateo County Tax Collector issues business licenses for certain kinds of businesses that are located in the County’s unincorporated area.

Don't bother with copy and paste.

Get this complete sample business plan as a free text document.

Bakery Business Plan

Start your own bakery business plan

Jolly's Java and Bakery

Executive summary executive summary is a brief introduction to your business plan. it describes your business, the problem that it solves, your target market, and financial highlights.">, opportunity.

There is a shortage of coffee spots where customers can get high quality coffee and freshly baked pastries in a higher income market in Washington state.

JJB offers a broad range of coffee and espresso products, all from high quality imported coffee beans. JJB caters to all of its customers by providing each customer coffee and espresso products made to suit the customer, down to the smallest detail.

Because Washington has a cool climate for eight months out of the year, hot coffee products are very much in demand. During the remaining warmer four months of the year, iced coffee products are in significantly high demand, along with a slower but consistent demand for hot coffee products. Much of the day’s activity occurs in the morning hours before ten a.m., with a relatively steady flow for the remainder of the day.

Competition

Competition in the local area is somewhat sparse and does not provide nearly the level of product quality and customer service as JJB. Local customers are looking for a high quality product in a relaxing atmosphere. They desire a unique, classy experience.

JJB is a bakery and coffee shop managed by two partners. These partners represent sales/management and finance/administration areas, respectively. The partners will provide funding from their own savings, which will cover start-up expenses and provide a financial cushion for the first months of operation.

Expectations

JJB anticipates sales as shown below during the three years of the plan. JJB should break even by the fourth month of its operation as it steadily increases its sales. Profits for this time period are expected to be relatively low in the first two years, increasing somewhat in the third. We are projecting investment of $140,000 from the two founders.

Financial Highlights by Year

Financing needed.

Startup requirements:

• Startup expenses of $64K including $3K legal, $20K location premises renovation, $40K expensed equipment, and $1K other. These show up as negative retained earnings in the initial balance because they are incurred before launch.
• Starting cash in the bank of $70K. (in initial balance)
• Other current assets of $12K (in initial balance)
• Long-term assets of $65 (in initial balance)
• $110K initial investment from founders (Shows up in initial balance as Paid-in Capital.)
• $100K 10-year loan from SBA (in initial balance)
• $1K in accounts payable at startup. (in initial balance)

Problem & Solution

Problem worth solving.

There is a shortage of coffee spots where customers can get high-quality coffee and freshly baked pastries in a higher income market in the southwest area of Washington state. 

Our Solution

JJB offers a broad range of coffee and espresso products, all from high-quality Columbian grown imported coffee beans. JJB caters to all of its customers by providing each customer coffee and espresso products made to suit the customer, down to the smallest detail.

Target Market

Market size & segments.

JJB focuses on the middle- and upper-income markets. These market segments consume the majority of coffee and espresso products.

Local Residents

JJB wants to establish a large regular customer base. This will establish a healthy, consistent revenue base to ensure the stability of the business.

Tourist traffic comprises approximately 35% of the revenues. High visibility and competitive products and service are critical to capture this segment of the market.

Current Alternatives

Leading competitors purchase and roast high quality, whole-bean coffees and, along with Italian-style espresso beverages, cold-blended beverages, a variety of pastries and confections, coffee-related accessories and equipment, and a line of premium teas, sell these items primarily through company-operated retail stores. In addition to sales through company-operated retail stores, leading competitors sell coffee and tea products through other channels of distribution (specialty operations).

Larger chains vary their product mix depending upon the size of each store and its location. Larger stores carry a broad selection of whole bean coffees in various sizes and types of packaging, as well as an assortment of coffee- and espresso-making equipment and accessories such as coffee grinders, coffee makers, espresso machines, coffee filters, storage containers, travel tumblers and mugs. Smaller stores and kiosks typically sell a full line of coffee beverages, a more limited selection of whole-bean coffees, and a few accessories such as travel tumblers and logo mugs. According to the most recent data available, industry retail sales mix by product type was approximately 73% beverages, 14% food items, eight percent whole-bean coffees, and five percent coffee-making equipment and accessories.

Our Advantages

The retail coffee industry in the U.S. has recently experienced rapid growth. The cool marine climate in southwest Washington stimulates consumption of hot beverages throughout the year.

JJB wants to establish a large regular customer base, and will therefore concentrate its business and marketing on local residents, which will be the dominant target market. This will establish a healthy, consistent revenue base to ensure stability of the business. In addition, tourist traffic is expected to comprise approximately 35% of the revenues. High visibility and competitive products and service are critical to capture this segment of the market.

Keys to Success

Keys to success for JJB will include:

Providing the highest quality product with personal customer service.

• Competitive pricing.

Marketing & Sales

Marketing plan.

Our marketing is rooted in the quality of the experience, to generate good word of mouth and repeat visits. That should generate good reviews on Yelp and Google Maps and similar review platforms. 

Of course we will pay attention to reviews and work with promotions to encourage reviews without being too blatant about it. 

We will also keep an up-to-date Facebook page and Twitter persona with regularly updated content. We will be slow to do promotions over social media, emphasizing useful content instead. Some of that will include community content. 

Locations & Facilities

JJB wants to establish a large regular customer base, and will therefore concentrate its business and marketing on local residents, which will be the dominant target market. This will establish a healthy, consistent revenue base to ensure the stability of the business. In addition, tourist traffic is expected to comprise approximately 35% of the revenues. High visibility and competitive products and service are critical to capture this segment of the market. JJB will have a storefront that is easily accessible from 2 different highways. 

Milestones & Metrics

Milestones table, key metrics.

Of course, the main metrics are the obvious ones: sales, direct, costs, expenses, and cash flow. But we will also be watching for units, customers, and social media metrics including Facebook likes and Twitter follows.  

Ownership & Structure

JJB is incorporated in the state of Washington. It is equally owned and managed by its two partners.

The company intends to hire two full-time  managers, one pastry chef and 3 part-time baristas to handle customer service and day to day operations.

Management Team

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Personnel Table

Financial plan investor-ready personnel plan .">, revenue forecast, revenue by month, expenses by month, net profit (or loss) by year, use of funds.

We will be financing initial assets of $65,000 long-term assets (equipment, etc.) and $12,000 current assets plus initial inventory and the early months before break-even occurs. 

Sources of Funds

Two owners each investing $70,000. Total startup investment is $140,000

Projected Profit & Loss

Projected balance sheet, projected cash flow statement.

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Midwest Sad Opening East Town Location

Nostalgic bakery and cafe will welcome customers on May 1.

Bakery from Midwest Sad. Photo courtesy of Sam Sandrin.

A new bakery and cafe is set to open next week in East Town . Its name, Midwest Sad , has elicited confusion from a number of folks, many of whom question how anyone could be sad while eating cookies and candy.

But it’s Sam Sandrin ‘s party, and she’ll cry if she wants to.

“Midwest Sad captures the blend of cozy Midwestern tastes with the deeper emotions often felt in the region,” said Sandrin, the chef and baker behind the business. “It’s about how food brings back memories of home and belonging, even against the backdrop of the Midwest’s sometimes gloomy landscape.”

She added that the sense of warmth — literal and metaphorical — often associated with Midwestern cuisine resonates throughout our communities.

“We gather around meals, supporting one another and finding comfort in the dishes we know so well. In the end, Midwest Sad tells a story of how food and community can lift us up, even when things feel a bit somber.”

On May 1, after nearly a year of making customers feel at home through nostalgic snacks and desserts, Midwest Sad will get a home of its own. The concept is set to open its first brick-and-mortar location at 770 N. Jefferson St.

Sandrin describes Midwest Sad as an homage to the sorts of things you might find on a Wisconsin grandmother’s dinner table — butterscotch blondies, savory monkey breads and “salads” containing more cheese than vegetables — though the chef adds her own shine to each item.

On opening day, guests can expect a sampling of sweet and savory offerings including brownies, lemon-lime bars, almond matcha cookies, rock candy, macarons, cake slices, monkey bread, potato salad, broccoli-cauliflower salad and pantry items such as caramel sauce and simple syrup.

All those and more are available a la carte for preorder and pickup between noon and 8 p.m. on May 1. Orders can be placed online . The location will also offer counter service for carryout orders.

Even before launching Midwest Sad, Sandrin was a familiar face in the Milwaukee food scene; she previously co-owned Strega at 3rd Street Market Hall and is currently part of the culinary team at Pomona Cider Company .

Last summer, Sandrin took the leap and launched Midwest Sad as a solo venture. The business initially operated as a pop-up, appearing at local markets and special events, but later began selling its products at Hot Dish Pantry , a southside restaurant focused on Midwestern comfort foods.

Sandrin said she’ll continue the partnership with Hot Dish Pantry following the opening of Midwest Sad’s downtown location. The business is also set to appear at an upcoming Makers Market, which will be held at Amilinda .

The market, co-organized by Sandrin and Alicia McQuade , will take place on Sunday, May 12 from 10 a.m. to 4 p.m. at 315 E. Wisconsin Ave. Additional vendors will include Frankie Baked , Semolina MKE and Big White Yeti Candle Co.

The new location for Midwest Sad will occupy a downtown building that also houses  Shah Jee’s  Pakistani restaurant and contains commissary kitchen businesses including  Tots on the Street ,  Pizza Ortolana and others.

The carryout counter is located in the basement of the building. Customers should enter through the front doors, descend the stairs and go to the right.

For future updates, follow Midwest Sad on Instagram .

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One thought on “Midwest Sad Opening East Town Location”

What is ‘sad’ is the unfortunate choice of the name. Poor branding. Not a compelling reason to visit, but hopefully the food choices will overcome this and word of mouth will help.

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An East Village Bakery Sensation Secures a New Permanent Home

Croissant specialist Izola is coming back in a big way

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A well-loved bakery born in an East Village loft is reopening in mid-May in a much larger space. Izola has found a permanent location just a few blocks from its original spot on 13th Street, where the cottage business got its start during the pandemic by lowering baked goods out of a third-floor window.

Following its June 2020 debut, the bakery quickly became a sensation, using ingredients like Normandy butter and Valrhona Grand Cru dark chocolate to create its acclaimed croissants and sourdough bread. For months, co-owners Jeffrey Brown and Jenny Chen have searched for a new location to accommodate their growing operation.

Izola is renovating its new East Village storefront along Fault Line Park into a bakery and cafe. The site, spanning 4,200 square feet with ample outdoor seating, has been occupied by several restaurants over the years — most recently Modbom and its basement lounge, the Acid Vault. Redubbed the Izola Vault, the downstairs area will house a prep kitchen and host special croissant tastings, and the cafe’s indoor space will also be available to rent for private events.

Co-owner Jeffrey Brown tells Eater that “the vision for the new menu is to stay close to the croissant and sourdough genre.” While the traditional croissants that put Izola on the map (original, chocolate, almond, Moroccan black olive chocolate, and Tahitian vanilla) will remain, Brown has been developing new recipes that push the envelope of what a croissant can be.

One future flavor is a ramen croissant where the dough is mixed with miso, mustard greens, and a shot of ramen broth. Other savory options include bibimbap, bulgogi, chicken cordon bleu, and a carnitas croissant dusted with chicharrones. Sweeter options will include a s’more croissant featuring house-made marshmallows and melted chocolate and a date shake croissant with Medjool date ice cream, nuts, and dates baked into the pastry. “It’ll be a fully integrated flavor journey,” promises Brown.

At the beginning of each month, a new flavor will drop. “We plan on keeping our menu tight. If something stays, something has to go,” says Brown. “We’re striving for focused perfection.”

Also in the works is Izola Main, a “dough innovation center” that will be headquartered in City Heights. Construction is expected to begin in six to 12 months, with the facility fully operational in 18 to 24 months. Brown tells Eater that the zero-emission bakery will also be a training center as Izola ramps up production to distribute across Southern California.

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A New Arts Campus Blooms on Detroit’s East Side

The founders of a downtown art gallery see the potential for a vibrant community and art hub in the East Village and are putting the pieces in place.

By Hilarie M. Sheets

Reporting from Detroit

This article is part of our Museums special section about how institutions are striving to offer their visitors more to see, do and feel.

Since the city filed for bankruptcy in 2013 , Detroit has experienced a significant revitalization, with a growing art scene centered largely in its downtown. Now in the East Village, a quiet neighborhood about a 15-minute drive from the skyscrapers built in the city’s automotive heyday, a new creative hub is coming into focus this spring.

Called Little Village, this hub includes new parks, cultural spaces, artist studios, affordable housing and hospitality services. The campus, which has the city and community’s blessing, is the work of Anthony and JJ Curis , the co-founders of the downtown gallery Library Street Collective .

Anchoring Little Village is the Shepherd, a 110-year-old Romanesque-style deconsecrated church that the couple bought and repurposed with the help of the Brooklyn architects Peterson Rich Office . Their design includes two white-box galleries within the soaring interior, performance and workshop areas and an outpost of the Black Art Library .

The inaugural exhibition, opening May 18, is “Charles McGee: Time Is Now,” a retrospective of the artist, who died in 2021 at 96. McGee is known for his public sculptures and murals in Detroit, and was a major influence on young Black artists.

“We see the space as a unique opportunity to do some things outside of what traditional galleries are doing, what institutions are doing and what community centers are doing — almost this hybrid of all these things,” Anthony Curis said.

Curis, a Detroit native who worked with his father in real estate development, and his wife, JJ, who has a background in finance, opened Library Street Collective in 2012. The couple wanted to expand the impact of their downtown gallery, which focuses on both local and international artists, and participate in the city’s artistic renaissance. Through their relationships with community groups, they were drawn toward the underserved East Village, which was hard hit during the city’s racial tensions of the 1960s. Over the decades, the neighborhood deteriorated, accumulating dilapidated and abandoned structures, punctuated by open lots.

“Detroit is a really specific place, and you don’t go into a city like this and develop it in a way without being conscious of that,” Anthony Curis said. “Our intention is making sure that the project feels not only inclusive but also representative of the neighborhood and city as a whole.”

Since buying the church and many surrounding vacant properties over the past five years, the couple has also developed a boutique bed-and-breakfast, called ALEO, in the former Good Shepherd Catholic Church’s adjacent rectory. It opens in May, filled with works, from the Curises’ personal collection, by nearly 30 artists with roots in the city, including Conrad Egyir , Beverly Fishman and Zoe McGuire .

ALEO’s third floor hosts the Modern Ancient Brown Foundation and residency program, founded in 2019 by the acclaimed artist McArthur Binion , who lives in Chicago but returns regularly to his hometown to support emerging artists of color.

Within a newly landscaped 3.5-acre open campus, designed by the firm OSD , on the block where the Shepherd sits, Binion and the skateboarder Tony Hawk designed a public skate park. It will be inaugurated next month, as will the Charles McGee Legacy Park, with its abstracted sculptural hedges and benches and stylized figures rising as tall as 12 feet. Produced with the Curises, who represent McGee’s estate, it was the artist’s last project before his death.

The couple’s development of Little Village has the support of the East Village Association, as well as of the city.

“They took a vacant church, vacant commercial buildings, vacant houses that folks had walked away from,” Mayor Mike Duggan said, “and they are building a very exciting community that I think is going to attract creative talents to that neighborhood.”

Real estate speculation in downtown Detroit has made it increasingly expensive for many longtime residents, as well as for artists. But the mayor said he was not concerned about gentrification in the East Village. “Nobody is being pushed out,” he said. “In fact, just the opposite is happening.”

One of the artists recently enticed to the area is Paul Verdell . Three years ago, the Curises recruited Verdell, who was finishing art school in Ohio, to join several artists and designers moving into their renovated, affordable townhouses near the Shepherd.

“I was considering New York or Los Angeles for my art career and, after talking with Anthony, it just seemed like a better opportunity to move to Detroit,” said Verdell, now represented by Library Street Collective.

Next month, he will be among the first artists to inhabit studio spaces in the nearby Lantern building, a former 22,300-square-foot bakery that the Curises have redeveloped as a mixed-use space designed by OMA . Other studio artists include Akea Brionne and Davariz Broaden . A nonprofit letterpress printer and community space, Signal-Return , has already relocated there, and Progressive Art Studio Collective , supporting artists with developmental disabilities, plans to move in soon.

“Right now it’s still a little bit off the beaten track,” Verdell said of Little Village, “but there are definitely community vibes.”

Warda Bouguettaya , a James Beard award-winning chef for Warda Patisserie in Midtown Detroit, and her husband, Mohamed, both originally from Algeria, said they were seduced by the blend of art, hospitality and green space in Little Village. They plan to open a second location of their patisserie this summer on the Shepherd’s block in the renovated structure known as BridgeHouse.

“The area is not quite populated yet,” Mohamed Bouguettaya said, “but it’s a risk that we are willing to take because we can see how this whole neighborhood can transform.”

As their first wave of projects comes to fruition, the Curises are embarking on an ambitious expansion of Little Village: converting a 13-acre functioning marina and storage facility next to the Shepherd into another complex for culture, food, retail and recreation that will be called Stanton Yards. Standing on a terrace of ALEO and pointing to a cluster of industrial facades across Jefferson Avenue, Anthony Curis said that until its owner offered it for sale, “I didn’t even know that that was a marina.”

Now, he’s working with the Brooklyn architects SO-IL to rehabilitate and prune the warehouses to introduce two new alleyways providing visibility and access to the Detroit River from Jefferson Avenue.

“We’re designing it in such a way that will invite people to cross between these buildings into a courtyard, which will be quite activated, and then continue on to the water,” said Florian Idenburg, a principal of SO-IL who is collaborating with OSD on the master plan for the marina site.

Idenburg said he saw the potential for a new destination. “If there’s enough synergy between the different programs, and if we can get the pedestrian aspect,” he said, Little Village “can become a part of Detroit that gives you a completely different feel than many other parts of the city.”

Allison Glenn , a New York curator who grew up on Detroit’s east side, was recently hired as artistic director of the Shepherd and will partner with other organizations to host temporary programming there. Her first exhibition, “In an effort to be held,” will open Aug. 3 with works by over a dozen artists, including Kevin Beasley, Wangechi Mutu and Angel Otero, that deal with the aesthetics of surface and skin through processes like collage, transfer and wrapping.

The Shepherd’s collaborative model is being piloted with the opening of the McGee exhibition, organized by Jova Lynne, artistic director of the Museum of Contemporary Art Detroit .

For Lynne, a transplant to Detroit, the community goals of Little Village are aligned with the city’s needs. Before moving here, she was advised by a local not to think of Detroit as a blank slate but as something already blooming. “I think the work the Shepherd is going to do just elevates the rich culture and art scene that’s already here,” she said.