business plan gelateria

How to Start a Gelato Business

Gelato started getting more attention in the late 1990s and really started to pick up steam in the early 2000s. It falls under the $14.3 billion a year ice cream industry, and recently experienced an uptick in sales. There is a distinct market trend showing customers want to pay more for premium ice cream treats like gelato.

Learn how to start your own Gelato Business and whether it is the right fit for you.

Ready to form your LLC? Check out the Top LLC Formation Services .

Start a gelato business by following these 10 steps:

• Plan your Gelato Business
• Form your Gelato Business into a Legal Entity
• Register your Gelato Business for Taxes
• Open a Business Bank Account & Credit Card
• Set up Accounting for your Gelato Business
• Get the Necessary Permits & Licenses for your Gelato Business
• Get Gelato Business Insurance
• Define your Gelato Business Brand
• Create your Gelato Business Website
• Set up your Business Phone System

We have put together this simple guide to starting your gelato business. These steps will ensure that your new business is well planned out, registered properly and legally compliant.

Exploring your options? Check out other small business ideas .

STEP 1: Plan your business

A clear plan is essential for success as an entrepreneur. It will help you map out the specifics of your business and discover some unknowns. A few important topics to consider are:

What will you name your business?

• What are the startup and ongoing costs?
• Who is your target market?

How much can you charge customers?

Luckily we have done a lot of this research for you.

Choosing the right name is important and challenging. If you don’t already have a name in mind, visit our How to Name a Business guide or get help brainstorming a name with our Gelato Business Name Generator

If you operate a sole proprietorship , you might want to operate under a business name other than your own name. Visit our DBA guide to learn more.

When registering a business name , we recommend researching your business name by checking:

• Your state's business records
• Federal and state trademark records
• Social media platforms
• Web domain availability .

It's very important to secure your domain name before someone else does.

Want some help naming your gelato business?

Business name generator, what are the costs involved in opening a gelato business.

Besides rent and employee salaries, owners will need to register their business and obtain all permits from both the state and local government. A health inspector will need to visit before approving the business, too. The total for these fees vary widely based on where you are and how much profit you expect to make, so the range can be anywhere from a several hundred dollars to up to $8,000 or more. Typically, you can expect to pay less if you're in a less desirable area.

Owners will need commercial insurance for things like workers' compensation and liability protection. Average annual commercial insurance costs for food-service small businesses are around $3,000, but each business is judged individually. Initial supplies are the gelato-making equipment (freezers, mixers, etc.), disposable plasticware, cash register and a display case. An attractive display case will cost between $5,000 to $7,000, and a 6-quart mixer will run you about $5,000. A basic cash register will only cost a few hundred, but you may want to invest in better technology which will put you closer to $1,000. Owners will need a computer to keep track of finances and schedules as well as tables and chairs. A nice table/chair set may be around $250.

Total you can expect to spend between $15,000 to $25,000 in start up costs.

What are the ongoing expenses for a gelato business?

Typically, an owner will have the following ongoing expenses:

• Equipment maintenance
• Employee salaries
• Ordering expenses
• Permit renewals

Who is the target market?

Owners need to attract a crowd who is willing to pay for a premium experience when they want a fast but delicious dessert. The ideal customer would be someone who lives near the store who will consistently look to your business as their go-to for quality treats. You may also want to attract those who primarily want a coffee shop, but with a bit of a twist.

How does a gelato business make money?

A gelato bar serves Italian-style ice cream to paying clients in a variety of forms (e.g., in shakes, cones, cups, etc.) Gelato bars may also offer other products, such as specialty coffee.

As owner, you will need to account for location costs (rent, inflation, etc.), employee salaries, and the cost of ingredients. They will then have to determine a price for each individual menu item that will cover these costs and allow for a profit. It is not recommended that a gelato bar try for a budget angle due to the cost and effort to make the products.

One general rule of thumb (which differs for each owner depending on where they operate) is to charge 3 to 4 times the cost of the raw ingredients. So if one scoop of gelato costs $.75, then the appropriate cost for a customer to pay might be around $3. The same can be said for specialty coffee drinks as well. A well-maintained shop with fancy amenities can allow you to charge even more.

How much profit can a gelato business make?

It's difficult to estimate as it really does depend on location and price points. In general, you can expect about a third of the budget to go towards raw ingredients and a third to go to employees. The rest will typically go toward equipment and rent costs.

How can you make your business more profitable?

One easy way is to upsell your customers to larger portion sizes, specialty flavors, extra espresso shots, etc. However, you can also expand into offering better coffee or more coffee options, as well as cakes, pastries, and other treats. Get more people hooked by opening up local stands at major events.

Want a more guided approach? Access TRUiC's free Small Business Startup Guide - a step-by-step course for turning your business idea into reality. Get started today!

STEP 2: Form a legal entity

The most common business structure types are the sole proprietorship , partnership , limited liability company (LLC) , and corporation .

Establishing a legal business entity such as an LLC or corporation protects you from being held personally liable if your gelato business is sued.

Form Your LLC

Read our Guide to Form Your Own LLC

Have a Professional Service Form your LLC for You

Two such reliable services:

You can form an LLC yourself and pay only the minimal state LLC costs or hire one of the Best LLC Services for a small, additional fee.

Recommended: You will need to elect a registered agent for your LLC. LLC formation packages usually include a free year of registered agent services . You can choose to hire a registered agent or act as your own.

STEP 3: Register for taxes

You will need to register for a variety of state and federal taxes before you can open for business.

In order to register for taxes you will need to apply for an EIN. It's really easy and free!

You can acquire your EIN through the IRS website . If you would like to learn more about EINs, read our article, What is an EIN?

There are specific state taxes that might apply to your business. Learn more about state sales tax and franchise taxes in our state sales tax guides.

STEP 4: Open a business bank account & credit card

Using dedicated business banking and credit accounts is essential for personal asset protection.

When your personal and business accounts are mixed, your personal assets (your home, car, and other valuables) are at risk in the event your business is sued. In business law, this is referred to as piercing your corporate veil .

Open a business bank account

Besides being a requirement when applying for business loans, opening a business bank account:

• Separates your personal assets from your company's assets, which is necessary for personal asset protection.
• Makes accounting and tax filing easier.

Recommended: Read our Best Banks for Small Business review to find the best national bank or credit union.

Get a business credit card

Getting a business credit card helps you:

• Separate personal and business expenses by putting your business' expenses all in one place.
• Build your company's credit history , which can be useful to raise money later on.

Recommended: Apply for an easy approval business credit card from BILL and build your business credit quickly.

STEP 5: Set up business accounting

Recording your various expenses and sources of income is critical to understanding the financial performance of your business. Keeping accurate and detailed accounts also greatly simplifies your annual tax filing.

Make LLC accounting easy with our LLC Expenses Cheat Sheet.

STEP 6: Obtain necessary permits and licenses

Failure to acquire necessary permits and licenses can result in hefty fines, or even cause your business to be shut down.

State & Local Business Licensing Requirements

A gelato bar will need licensing from a local health department, which will vary from town to town. This is because ice cream parlors sell food; all establishments serving food are required to pass a health inspection.

Most businesses are required to collect sales tax on the goods or services they provide. To learn more about how sales tax will affect your business, read our article, Sales Tax for Small Businesses .

FDA Requirements

Furthermore, any business which sells food prepared on site may be randomly inspected by the local health department on a regular basis. These inspections will check for compliance with local health laws, typically related to prevention of food contamination.

• Tips for faring well on a health inspections can be found here .

Music Licensing

In order to play music in a business setting, permission must be acquired from the composer or license holder. Typically, it is possible to obtain a “blanket” license allowing a businesses to play music owned by a large catalog of artists and recording studios. Such licenses can be obtained from Performance Rights Organizations, such as ASCAP or BMI.

• Learn more about music licensing requirements

Certificate of Occupancy

Businesses operating out of a physical location typically require a Certificate of Occupancy (CO).  A CO confirms that all building codes, zoning laws and government regulations have been met.

• If you plan to lease a location :
• It is generally the landlord’s responsibility to obtain a CO.
• Before leasing, confirm that your landlord has or can obtain a valid CO that is applicable to a gelato bar
• After a major renovation, a new CO often needs to be issued. If your place of business will be renovated before opening, it is recommended to include language in your lease agreement stating that lease payments will not commence until a valid CO is issued.
• If you plan to purchase or build a location :
• You will be responsible for obtaining a valid CO from a local government authority.
• Review all building codes and zoning requirements for your business’ location to ensure your gelato bar will be in compliance and able to obtain a CO.

STEP 7: Get business insurance

Just as with licenses and permits, your business needs insurance in order to operate safely and lawfully. Business Insurance protects your company’s financial wellbeing in the event of a covered loss.

There are several types of insurance policies created for different types of businesses with different risks. If you’re unsure of the types of risks that your business may face, begin with General Liability Insurance . This is the most common coverage that small businesses need, so it’s a great place to start for your business.

Another notable insurance policy that many businesses need is Workers’ Compensation Insurance . If your business will have employees, it’s a good chance that your state will require you to carry Workers' Compensation Coverage.

FInd out what types of insurance your Gelato Business needs and how much it will cost you by reading our guide Business Insurance for Gelato Business.

STEP 8: Define your brand

Your brand is what your company stands for, as well as how your business is perceived by the public. A strong brand will help your business stand out from competitors.

If you aren't feeling confident about designing your small business logo, then check out our Design Guides for Beginners , we'll give you helpful tips and advice for creating the best unique logo for your business.

Recommended : Get a logo using Truic's free logo Generator no email or sign up required, or use a Premium Logo Maker .

If you already have a logo, you can also add it to a QR code with our Free QR Code Generator . Choose from 13 QR code types to create a code for your business cards and publications, or to help spread awareness for your new website.

How to promote & market a gelato business

The best way to promote your business is through word of mouth. To get people to the first batch of people coming in though, you'll likely have to do a Grand Opening, complete with free scoops and lots of advanced party planning. The more attention you can attract at the beginning, the more likely it is that excitement will continue long after you've cut the ribbon. You'll want to monitor the Yelp page carefully. The gelato bar website should be easy to navigate and have excellent content. Advertise to customers about company values too. For example, those willing to pay a few bucks more for a single scoop expect their ingredients to be sourced locally, sustainably, and responsibly.

How to keep customers coming back

The best way to retain customers is to deliver the best possible product and service at all times. The more attention put into every touchpoint between the business and the customer (including in-person, over the phone, and online), the more likely it is that customers will continue to spread the word about the gelato bar. Collect feedback about every aspect of the business from measures like surveys, reviews or conversations, and then adjust the business as need be.

STEP 9: Create your business website

After defining your brand and creating your logo the next step is to create a website for your business .

While creating a website is an essential step, some may fear that it’s out of their reach because they don’t have any website-building experience. While this may have been a reasonable fear back in 2015, web technology has seen huge advancements in the past few years that makes the lives of small business owners much simpler.

Here are the main reasons why you shouldn’t delay building your website:

• All legitimate businesses have websites - full stop. The size or industry of your business does not matter when it comes to getting your business online.
• Social media accounts like Facebook pages or LinkedIn business profiles are not a replacement for a business website that you own.
• Website builder tools like the GoDaddy Website Builder have made creating a basic website extremely simple. You don’t need to hire a web developer or designer to create a website that you can be proud of.

Recommended : Get started today using our recommended website builder or check out our review of the Best Website Builders .

Other popular website builders are: WordPress , WIX , Weebly , Squarespace , and Shopify .

STEP 10: Set up your business phone system

Getting a phone set up for your business is one of the best ways to help keep your personal life and business life separate and private. That’s not the only benefit; it also helps you make your business more automated, gives your business legitimacy, and makes it easier for potential customers to find and contact you.

There are many services available to entrepreneurs who want to set up a business phone system. We’ve reviewed the top companies and rated them based on price, features, and ease of use. Check out our review of the Best Business Phone Systems 2023 to find the best phone service for your small business.

Recommended Business Phone Service: Phone.com

Phone.com is our top choice for small business phone numbers because of all the features it offers for small businesses and it's fair pricing.

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What happens during a typical day at a gelato business?

Owners must hire the right staff, advertise their business, and find the best location to attract hungry crowds. A typical day may have the following to-do list:

• Order supplies
• Create a budget
• Perform hands-on customer service
• Schedule employee shifts
• Commission work for the company website
• Respond to customer concerns on feedback sites like Yelp
• Ensure all food and beverages are being made responsibly and up to company standards

Ordering must anticipate higher volumes of customers without wasting too much product. To a certain extent, an owner may be able to distance themselves from the actual production of the gelato, but it helps to have a full understanding of all sides of the business.

What are some skills and experiences that will help you build a successful gelato business?

Owners should have a lot experience in the food service industry, including customer service, production, and management. They should have a good understanding of what it takes to give customers a consistent experience no matter when they walk through the door. A formal education such as an MBA or culinary school will certainly help, but the real value lies in having a thorough understanding of how each employee works together to form a cohesive team that can produce and serve superior tasting gelato.

What is the growth potential for a gelato business?

From 2013 to 2014, the amount of people purchasing gelato increased by 247%, and has achieved modest gains since then. The amount of gelato purchased in stores and from neighborhood businesses is predicted to remain strong, however the overall trends do not necessarily point to growth spikes as high as were seen a few years ago.

The most successful shops are rooted in innovative flavors (e.g., toast and jam, olive oil) and standard dessert menu items (e.g., cakes, pies, specialty sundaes.) Gelato bars are most likely to do well in large cities where residents are always looking for a little novelty. As long as the business can change with the times, there should be plenty of room for growth.

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Take the Next Step

Find a business mentor.

One of the greatest resources an entrepreneur can have is quality mentorship. As you start planning your business, connect with a free business resource near you to get the help you need.

Having a support network in place to turn to during tough times is a major factor of success for new business owners.

Learn from other business owners

Want to learn more about starting a business from entrepreneurs themselves? Visit Startup Savant’s startup founder series to gain entrepreneurial insights, lessons, and advice from founders themselves.

Resources to Help Women in Business

There are many resources out there specifically for women entrepreneurs. We’ve gathered necessary and useful information to help you succeed both professionally and personally:

If you’re a woman looking for some guidance in entrepreneurship, check out this great new series Women in Business created by the women of our partner Startup Savant.

What are some insider tips for jump starting a gelato business?

Start with a variety of flavors, and over time you can weed out ones that aren’t popular. Most people can read through up to 25 flavor names before they start to feel overwhelmed. Offer samples as though your business depends on it — because it does. Your job is to get customers hooked on a certain taste they can't find anywhere else. You may also want to shell out more money for employees who really know their way around customer service. New businesses will need to make a stellar first impression, and it will be hard to find employees willing to go the extra mile if you're only paying minimum wage.

How and when to build a team

Building a team is all about defining the core qualities of employees. Your employees should be able to work under extreme pressure, and they always be looking for ways to make customers happy. Even the most demanding and picky person can be won over by genuinely good customer service. The best time to build your team is right at the beginning, so you can form a core group of people who want to see through what they started.

Useful Links

Industry opportunities.

• Training Opportunities for Gelato Makers

Real World Examples

• A Small, Family Owned Gelato Business
• A Gelato Business That Spans 4 Continents

Further Reading

• What is the Difference Between Ice Cream and Gelato?

Have a Question? Leave a Comment!

How to Write an Ice Cream Shop Business Plan

• January 3, 2023
• Food & Beverage

Whether you’re looking to raise funding from private investors or to get a loan from a bank (like a SBA loan) for your ice cream shop, you will need to prepare a solid business plan.

In this article we go through, step-by-step, all the different sections you need in the business plan of your ice cream shop. Use this template to create a complete, clear and solid business plan that get you funded.

1. Executive Summary

The executive summary distills the details of your business plan into major points potential funders can easily grasp within a few minutes. It usually contains a brief description of your product, financial growth plans, vision and mission statement, target market, marketing strategy, funding ask, and your team.

Though the executive summary is the first and the most important section, it should normally be the last section you write because it will have the summary of different sections included in your business plan below.

Why do you need a business plan for an ice cream shop?

The purpose of a business plan is to secure funding through one of the following channels:

• Obtain bank financing or secure a loan from other lenders (such as a SBA loan )
• Obtain private investments from investment funds, angel investors, etc.
• Obtain a public or a private grant

How to write your ice cream shop’s executive summary?

Your executive summary shouldn’t be more than two pages and should grab and sustain the attention of whoever reads it. In most cases, how you present the information here determines how feasible your business appears to potential funders and if they will bother about the remaining pages. Remember, first impressions matter! Here are the major parts your executive summary should contain:

• Business Overview : here, you explain your business vision and goals, your products and pricing strategy. Also mention where your store is located, how big it is, whether it’s a sit-in or takeaway-only ice cream shop, etc.
• Market & competitive overview : here you must go in depth about the ice cream industry in your area (the city you intend to open your shop for example), the level of competition from other ice cream shops, and the demography of your target market (age, income level, gender, ethnicity, education, religion)
• Sales & marketing strategy : how will you reach your target market? What marketing channels will you use? What is your marketing budget?
• Management & people : what are the roles and responsibilities of every team member? What are their experiences? Who manages the team?
• Financial plan: how much profit and revenue do you expect in the next 5 years? When will you reach the break-even point and start making profits? You can include here a chart with your key financials (revenue, gross profit, net profit )
• Funding ask : what loan/investment/grant are you seeking? How much do you need? How long will this last?

Ice Cream Shop Financial Model

Download an expert-built 5-year Excel financial model for your business plan

2. Business Overview

Here, you shed more light on your ice cream shop concept while answering questions potential funders will likely ask. For instance:

• Why did you decide to open an ice cream shop today?
• Where is your shop located? Why did you choose that location?
• What is your business model: sit-in, takeaway ice cream shop or food truck?
• How many employees will you hire to run your shop?
• Will you specialize in a specific ice cream specialty? Will you offer other products (e.g. coffee, drinks, etc.)?
• What legal structure will you adopt for your business?

History of the project

Any business overview must start with explaining the history of the project. There are 2 components here:

• Passion & experience of the business owner
• Rationale behind starting a ice cream shop today

Passion & experience

You may or may not have prior experience. If you have experience, speak about it and how it will help you to run your business. For instance, you may have worked as a manager in one of the leading ice cream franchises in the country and you want to start your own.

Is there a certain problem (or perhaps, a set of problems) that your ice cream shop will try to solve? For example, the area where you want to operate may not have a full-service ice cream shop despite being located in a busy summer vacation area next to the shore.

But that’s not all! The market must be suitable for a business to exist and thrive. For instance, if you are trying to open a gelato foodtruck next to an already very successful and longstanding gelato ice cream shop, the business may not succeed. 

b) Business model

This section of the Business Overview should explain the model you want to adopt for your ice cream shop. For example:

• Will it be an independent or a franchise ice cream shop?
• Is this a seasonal or year-round business?
• Will it be a food truck or a brick-and-mortar location?
• Will you buy and remodel an existing ice cream shop, or will you have one built from the scratch?

c) Products

What ice cream products will you sell (Italian gelato vs. different flavors )? What additional products will you offer your customers to beat the competition (Milkshakes, sundaes, yogurt, etc.)? Will you have unique services ( custom-themed ice cream for events, outdoor catering, etc.)?

d) Target market

You need to define your target market to be able to sell to them. In other words: who is your ideal customer?

A few questions you must ask yourself is:

• How old are they?
• Are they families?
• Are they tourists or residents?

e) Pricing strategy

Your pricing strategy influences your key financials, so you must get it right. You don’t want to set prices so low that you almost run at a loss or so high that you alienate your target market.

We strongly recommend you include a pricing list here. While it may not be possible to provide a proper pricing table for all products that you will offer, it is still a great idea to provide a table that gives an overview of your pricing structure.

For example, you can provide an average price based on categories like shown below:

However, don’t go into extreme details here as you might lose investors’ interest. They just need the big picture to assess your business profitability: they will tie your pricing strategy with your financial projections later on. Keep details for the appendix instead.

f) Legal structure

Finally, your business overview section should specify what type of business structure you want. Is this a corporation or a partnership (LLC)? Who are the investors? How much equity percentage do they own? Is there a Board of Directors? If so, whom? Do they have experience in the industry?

3. Market Overview

A complete understanding of the market where you want to operate is important for the success of your business. That’s also something you must showcase in your business plan.

You must cover here 3 important areas:

• Industry size & growth : how big is the ice cream industry in your area? What is its growth rate (or decline rate) and what are the factors contributing to its growth or decline?
• Competition overview : how many competitors are there? How do they compare vs. your business? How can you differentiate yourself from them?
• Customer analysis : who is your target audience? What type of ice creams do they prefer? What is their average spend per order? How frequently do they visit an ice cream shop?

a) Industry size & growth

How big is the ice cream industry in the us.

The overall US ice cream market was valued at $13.3 billion in 2020 , and is projected to be $15.8 billion by 2027 . This includes ice cream shops, yet the biggest part is retail ice cream (the ice cream you buy in a store).

Within the overall US ice cream market, ice cream shops represents $5.1 billion in 2022 (so approximately 1/3 of the overall ice cream industry).

Moreover, there were approximately 11,000 ice cream shops in the US in 2022: that’s an average annual turnover of $430,000 per shop..!

How big is the ice cream shop industry in your area?

After getting a clear picture of the ice cream shop industry in the US as a whole, narrow down to your location. It’s very likely that you won’t find the number anywhere (at least not for free). In that case, you can use our guide to estimate the TAM, SAM, and SOM for your business.

Here is an example of how to do it:

We already know the average annual turnover per ice cream shop is $430,000. Therefore, if the location where you will operate has a total of 15 ice cream shops, the ice cream shop industry in the area is worth about $6.5 million.

Yet, be careful with averages too: for example, Minnesota is ranked one of the least US states where ice cream consumption is low . You can’t compare the sales you’ll make in a city in Minnesota to a city in California, the US state that consumes the largest amount of ice cream.  

How fast is the ice cream shop industry growing in your area?

We know the US ice cream shop industry has increased by 0.6% from 2017 to 2022 . But what about the area where you want to open your shop?

US national averages are a great addition to your business plan, yet they don’t necessarily help to assess the ice cream shop industry where you want to open your store.

As you likely won’t find this information online, you can instead rely on the number of ice cream shops in the location as a proxy for market growth.

For example, if your city had only 14 ice cream shops in 2019 and 15 in 2022, you can assume that the average annual growth rate of the industry is about 2%.

b) Competition Overview

You’ll learn a lot of business practices if you study your competition : How do they acquire and retain customers? Where are they located? What type of ice cream do they sell? Etc.

For a better understanding, you can use a SWOT analysis to compare your risks and rewards with the competition. Here’s an example :

c) Customer Overview

Here, you need to show whoever looks through your business plan that you understand your target audience’s needs and preferences.

For example, here are a few questions you must ask yourself:

• Who is your target audience (age, demographics, etc.)?
• How do they prefer to consume ice cream (on-the-go vs. sit-in)? What do they complement ice cream with (drinks, cakes, cookies, etc.)?
• What ice cream flavors they want the most?

4. Sales & Marketing Strategy

This is the section of your business plan where you outline your customer acquisition strategy. Try to answer here the following questions:

• What is your Unique Selling Proposition (USP)?
• What are the different marketing strategies you will use?
• How do you intend to track the success of your marketing strategy?
• What is your CAC or customer acquisition cost?
• What is your marketing budget?
• What introductory promos and offers do you intend to provide for attracting new customers?

What marketing channels do ice cream shops use?

Even though ice cream sells itself, you still need to invest in marketing channels to increase sales. The standard marketing channels include:

• Billboards & signage
• Social media 
• Referral programs
• Partnerships with stores and restaurants
• Getting an ice cream truck to go to food festivals and public events
• Traditional media (radio and television) for franchises and chains

5. Management & People

You must address 2 things here:

• The management team and their experience/track record
• The organizational structure : different team members and who reports to whom?

Small businesses often fail because of managerial weaknesses. Thus, having a strong management team is vital. Highlight the experience and education of senior managers that you intend to hire to oversee your ice cream parlor.

Describe their duties, responsibilities, and roles. Also, highlight their previous experience and explain how they succeeded in their previous roles.

Organization Structure

Even if you haven’t already hired a pastry chef, bakery managers, shift leaders, serving staff, cooks, bakers, cashiers, and other relevant staff members, you must provide a chart of the organizational structure defining hierarchy and reporting lines.

Of course, the number of employees and their roles will vary greatly depending on the number of shops you operate, whether your ice cream parlor is independent of part of a franchise, and the concept (sit-in vs. takeaway vs. food truck).

6. Financial Plan

The financial plan is perhaps, with the executive summary, the most important section of any business plan for an ice cream shop.

Indeed, a solid financial plan tells lenders that your business is viable and can repay the loan you need from them. If you’re looking to raise equity from private investors, a solid financial plan will prove them your ice cream shop is an attractive investment.

There should be 2 sections to your financial plan section:

• The startup costs of your project (if you plan to start a new store, add a new location to your ice cream shop chain, etc.)
• The 5-year financial projections of your ice cream shop(s)

a) Startup Costs

Before we expand on 5-year financial projections in the following section, it’s always best practice to start with listing the startup costs of your project. For an ice cream shop, startup costs are all the expenses you incur before you start making sales. These expenses typically are:

• The acquisition of the real estate (if you buy)
• The lease deposit (if you rent)
• The renovation and equipment costs
• License & permits, business insurance, etc.

Of course, the startup costs depend on a number of factors, like the number of stores you plan to open, their size, the quality of the design and equipment, etc.

b) Financial Projections

In addition to startup costs, you will also need to build a solid 5-year financial model in the business plan of your ice cream shop.

Note that your financial projections should be built using a spreadsheet (e.g. Excel or Google Sheets) and presented in the form of tables and charts in your business plan.

As usual, keep it concise here and save details (for example detailed financial statements, financial metrics, key assumptions used for the projections) for the appendix instead.

Your financial projections should answer at least the following questions:

• How much revenue do you expect to generate over the next 5 years?
• When do you expect to break even?
• How much cash will you burn until you get there?
• What’s the impact of a change in pricing (say 10%) on your margins?
• What is your average customer acquisition cost?

You should include here your 3 financial statements (income statement, balance sheet and cash flow statement). This means you must forecast:

• The number of customers / orders over time ;
• Your expected revenue ;
• Operating costs to run the business ;
• Capex (cost to renovate / build your ice cream parlor, furniture and equipment, etc.)

When projecting your financials, make sure to sensitize sales volume (customers), pricing as well as the expenses (inventory, salaries, etc.). Indeed, a small change in these assumptions may have a significant impact on your revenues, and most importantly, your profits.

7. Use of Funds

This is the last section of the business plan of your ice cream shop. Now that we have explained what your business model is, what type of products you sell, how you get customers, etc., this section must now answer the following questions:

• How much funding do you need?
• What financial instrument(s) do you need: is this equity or debt, or even a free-money public grant?
• How long will this funding last?
• Where else does the money come from? If you apply for a SBA loan for example, where does the other part of the investment come from (your own capital, private investors?)

If you raise debt:

• What percentage of the total funding the loan represents?
• What is the corresponding Debt Service Coverage Ratio ?

If you raise equity

• What percentage ownership are you selling as part of this funding round?
• What is the corresponding valuation of your business?

Use of Funds

Any business plan for an ice cream shop should include a clear use of funds section. This is where you explain how the money will be spent.

Will you spend most of the loan / investment in paying your employees’ salaries and the COGS (inventory)? Or will it cover mostly the cost for acquiring the real estate and renovations?

For the use of funds, we also recommend using a pie chart like the one we have in our financial model template where we outline the main expenses categories as shown below.

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Ice Cream Shop Business Plan Template [Updated 2023]

Ice Cream Shop Business Plan Template

If you want to start an Ice Cream Shop business or expand your current Ice Cream Shop business, you need a business plan.

The following Ice Cream Shop business plan template gives you the key elements to include in a winning Ice Cream Parlor business plan.

You can download our Business Plan Template (including a full, customizable financial model) to your computer here.

Below are links to each of the key sections of an example ice cream business plan. Once you create your plan, download it to PDF to show banks and investors.

Ice Cream Shop Business Plan Home I. Executive Summary II. Company Overview III. Industry Analysis IV. Customer Analysis V. Competitive Analysis VI. Marketing Plan VII. Operations Plan VIII. Management Team IX. Financial Plan

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Starting Your Own Gelato Business

Opening your own gelato business can be an exciting and rewarding adventure. We are here to provide some top tips and advice on how to get started. By following these simple steps, you will soon be crafting delicious gelato and delighting customers with each serving.

The first step towards opening your own gelato shop is researching the industry. Get familiar with the products, services, and competition in the area. Consider hiring a consultant for additional guidance on regulations, supply chain management, and legal requirements.

Create a business plan that outlines your vision for the gelato shop, including goals, strategies, and expected budget. Make sure to choose a suitable location with adequate foot traffic, signage options, and parking availability.

Design the layout of your store--you can use Desygner for help with this--and equip it with necessary supplies like freezers, mixers, and scoops. You may also want to consider adding a display case or other attractive features.

Once all the preparations are complete, it's time to start making gelato! Be sure to use only high-quality ingredients that meet safety standards. You may also want to experiment with different flavors to find your signature taste.

Finally, promote your business by setting up an online presence as well as engaging customers through marketing campaigns like special offers or discounts.

With some time and effort, you can have a thriving business selling delicious gelato treats! Follow these steps and you will soon be reaping the rewards of being a successful entrepreneur.

Feeling the Heat? Thinking of Starting a Gelato Business?

Starting a business can be really overwhelming. The thought of managing finance, reaching out to customers, dealing with logistics and all the other components that need to be taken care of can get too much for one person. But when you're passionate about it, you should know - anything is possible! If you've been thinking of setting up your own gelato business, but don't know where to start - we have some tips that might just help.

Research Your Niche

Before doing anything else, research your niche and see if there's an audience for it. As part of this research, look at the competition too! This will give you good insight into what your competitors are doing; what works and what doesn't. See how you can set yourself apart from them and make your business stand out.

Create A Plan

Once you've done your research and know there's an audience for your product, it's time to create a plan to bring it to life! Outline everything from where you want to open shop, which ingredients you want to use, how the ordering process will work & any other details regarding the planning and execution of the entire process.

Identify Financing Options

When starting a business, one of the most important factors is financing - from setting up shop to daily operations - money needs to be sorted! Identify potential investors who support small businesses like yours or consider crowdfunding options as well.

Register Your Business

Setting up a legal entity is highly recommended if you plan on running a business in the long term - even if all you want now is a pop-up store or an online store without employees.

Make It Visual

To market your business effectively, it needs to look great too! Graphic Design & Branding are great ways to put your mark on the world and make sure people remember it.

Reach Out For Help When Needed

Don't be afraid to ask for help when needed! Chances are that there will be people in your network who can help you with specific tasks or offer advice on areas they're experts in - don't miss out on these opportunities.

Launch It Like A Pro

When it's time for launch day, make sure there's plenty of fanfare around it: Talk about it on social media, reach out to influencers and come up with some creative ways to spread the word about your brand.

Desygner , an online graphic design platform helps small businesses easily create standout visuals with their easy drag & drop tools anyone can use without having any prior experience in design.

Start Your Gelato Business Today

Starting a gelato business can be an exciting and rewarding experience. With the right planning, you can make sure your business is successful from the start. Here are 8 steps to help you get started:

• Research what's involved in starting a gelato business. You need to consider the costs, location and other factors before you begin.
• Secure a loan or investors. Financing is key in order to purchase equipment, find a location and buy necessary ingredients.
• Develop a legal structure for your business. This will determine how you pay taxes and handle day-to-day operations.
• Define your marketing strategy. Will you create posters, flyers or postcards? Make sure to budget for marketing costs.
• Choose the perfect location for your business. Think about visibility, foot traffic and accessibility when selecting a space.
• Create a visually appealing store design. Use Desygner to bring your vision to life and create custom designs for your store.
• Train your staff members on everything from customer service to making gelato flavours.
• Promote your business online. Create social media accounts and post regularly about what makes your business unique.

Starting a gelato business can be a fun and profitable experience - if you plan it correctly! By following these steps, you'll be well on your way to opening up shop and selling delicious gelato flavours in no time. Don't forget to sign up at Desygner to get started on creating visually appealing designs for your store.

Developing a Marketing Plan for Your Gelato Business

Creating Content for a Gelato Business: Tips & Strategies

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• Business Plans

Gelato Business Plan

Business plans are essential when starting a new business, especially with today’s economy.  Financing can be difficult to obtain, but having a detailed business plan can help you receive the money you need to start your business.  A business plan will help you decide exactly how you are going to run your business, what you intend to sell, and if your proposed business makes sense financially.

The Gelato Business Plan will walk you through what needs to be included in your business plan as well as provide helpful financial worksheets.  It also includes valuable bonuses such as:

• a getting started guide
• equipment and supplier directory
• audio interview: Top 5 Mistakes Managers Make and How to Avoid Them

Find out more about The Gelato Business plan 

• Purchase Support
• Ice Cream Shop Equipment
• Ice Cream Shop Supplies
• Ice Cream Business Opportunities
• Training & Seminars
• Gelato Equipment
• Commercial Ice Cream Machines
• Commercial Frozen Yogurt Machines
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• Business Planning
• Frozen Yogurt
• Getting Started
• Sales & Marketing
• Ice Cream Truck Business Plan
• Frozen Yogurt Mix
• Must Haves For Ice Cream Website
• Training & Education

The Step By Step Guide: How To Start Your Own Business

How to Start a Gelato Business

If you’re passionate about gelato and are looking to open a business, or even if you’re looking for a business to escape your current job, you’ll find it’s an excellent industry with high returns if done right.

Many people are looking for more than standard ice cream, and that’s where gelato comes in, with exciting flavors and being a healthier option. In addition, gelato doesn’t just need to be a seasonal treat; it can be a standard dessert after a nice meal to share with your family or friends.

There is still risk in opening any business. Having a clear understanding of what is required, doing research, and ensuring a complete understanding is crucial to your success. So keep reading for the initial details of starting a gelato business.

Market Research

Before getting started, make sure you research the market. For example, how saturated is your area with gelato stores, and what locations could be available to you? 

Gelato often does the best when paired with tourist locations around hotels, cruise terminals, or shopping districts. Smaller towns or more suburban areas may not do well with gelato stores, but that would be up to your market research to decide.

An important consideration will also be, how can you be profitable year-round, is gelato enough, or will you need to offer more to local customers that may not want gelato all the time. Coffee and other Italian products may be an option for you that also needs investigation.

Create a Business Plan

Once your market research has been completed, you need to create a business plan. You’ll need to understand the startup costs, ongoing costs, requirements from the city to open your business, what your plan is to market, and every detail to make this a profitable business.

●     What are the upfront and ongoing costs?

●     Who is your market going to be? Tourists, locals, office workers?

●     How will you make enough money to cover your costs?

●     How much should you charge?

●     What products will you sell?

●     Sales and marketing strategy

These are some initial points to ensure you have the basics. However, a complete business plan would be ideal to know your business will succeed.

What will the startup costs be, and what equipment is required?

Initial costs for a gelato business can be pretty substantial, assuming you’re not going to be buying buckets of gelato from Costco to resell. While a resale-type business could work, if it became public, that was your business model, there may be less interest in purchasing from you.

●     Register your business with your city – $750.

●     Legal and accounting costs for licenses, permits, and accounting services – $1,300.

●     Marketing and advertising the opening of your new business – $7,000 

●     Insurance – $2,400.

●     Rent for your business – $25,000+

●     Store furnishings – $10,000.

●     Operating costs for the first three months, salaries and bills – $50,000+

●     Initial inventory (gelato ingredients and packaging) for three months – $45,000

●     Buying gelato making equipment (freezers, mixers)  – $15,000+

●     Additional equipment such as shelving, cash registers – $10,000

●     Website costs – $600

Specialized equipment that you’ll need for making gelato and for you to source and get exact prices would be:

●     Refrigerated display case

●     Pasteurizing machine

●     Batch freezer

●     Blast freezer

●     Refrigerators

●     Large mixers

Gelato making is a specialized skill, so you will need to hire somebody to make it for you or train yourself. An introductory course can last a week, though this is likely not enough to get you creating high-quality gelato.

You’ll make to investigate local courses for costs and length. You may even be able to hire and train directly with someone for a year if you don’t want to wait for your training to complete before opening the business.

Ongoing costs would be lower and would include:

●     Ongoing inventory costs

●     Advertising

●     Employee salaries

●     Rent and bills

Depending on the location and style of advertising you will do, the costs associated with starting a gelato business can be between $100,000 - $200,000. However, rent, salaries, and inventory add to ongoing costs.

What should you be charging for your gelato?

You can sell various products in your store; it’s not just single-serve gelato cups or cones. You can make additional investments into a “soft-serve” gelato machine, gelato cakes, gelato bars. You can even look to sell coffee, Italian sodas, chocolates, and other similar products.

Diversifying your product range will allow you to keep selling all year round and offer different things to people that may not want traditional gelato.

You will need to review your operating costs and what similar stores sell gelato for in your area. However, a single scoop of gelato should be around $2.50 - $3.50 per scoop.

How do you market your gelato business?

Start marketing your gelato business with a bang at the start. Have an opening party of sorts where you invite everybody to come and sample your gelato. You may need to offer free scoops to try before buying and because people like free things.

You’ll want to promote reviews, make it evident that you want customers to review you on websites like yelp and google. You’re going to need to rely on word of mouth heavily. Many people will use google or yelp to search for food options in their local area.

Social Media

Make sure you’ve set up all of your social media profiles. Twitter and Instagram will be big ones, but create profiles everywhere and make sure you’re consistently posting so that locals can stumble upon you.

Create promotions and competitions to post photos of themselves or your product on their social media accounts. Instagram will be a powerful marketing tool for you, purely because it’s all about pictures and people love looking at great-looking food. 

Final Thoughts

A gelato business can be highly profitable. However, it can be a costly mistake if opened in the wrong location or in the wrong way. Planning will be essential to ensure your business does well.

Two essential things are a quality product and a well-laid out store. Customers don’t want to walk into a bare store selling expensive gelato, so ensure you’ve put as much thought into your store as you have into your product.

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Gelato Shop Business Plan Tips

Are you having a hard time crafting a business plan for your gelato shop? I got you covered. In this post, I’ve collated some tips you can follow for your gelato shop business plan. 

Here are some tips you can follow to have a good gelato shop business plan:

Make Your Executive Summary Exciting 

Create a descriptive company overview, talk big about your sample menu, market analysis, include plans for marketing and publicity.

• Create a Remarkable Brand 

Establish a Detailed Business Operations

Sales forecasts and operating expenses, concrete plan for funding and loans.

These tips are super easy to follow and can help you create a good business plan for your gelato shop. So, read on. 

Table of Contents

Why Do You Need a Gelato Shop Business Plan?

Before we head to the tips, you have to understand the importance of having a business plan. This will help you in making an effective one for your gelato shop. 

There is a lot of competition in the gelato industry. So, for your shop to have a chance, you need to plan everything thoroughly. A business plan can help you come up with strategies in marketing, branding, finances, and more. That is why having a business strategy for your gelato shop is essential. It will also assist you in determining whether to follow the current trends or stick to the classics.

Now, let’s get you started.

An executive summary covers the essential parts of your gelato business plan. Consider including the shop’s goal and fundamental values, a cohesive vision for your brand, and a financial breakdown. This is the part where you can impress potential investors. 

You have to make your executive summary as inviting and descriptive as possible. That way, investors can be persuaded to read on and have a clear idea of what your gelato shop is all about. For example, you can highlight a special gelato recipe in your executive summary. That could wow your investors. 

This section of your business plan is where you let your investors know of your shop’s practical parts such as management, gelato-making procedures, and a walkthrough of your client experiences. This section needs to be more illustrative than attention-grabbing. 

You can describe the shop, location, legal structure, and management team. Also, you can highlight your business objectives, aims, and strengths. This way, your investors will understand how well-organized your gelato business is and what it has to offer.

Tell them what your gelato shop has to offer! This section of your business plan is where you can list all the products you are planning to sell. 

You can also include if you’ll serve ice cream from a local supplier or create your own, as well as what classic or innovative varieties like Dippin’ Dots. This way, you can tell your investors that your gelato shop has a competitive advantage in terms of products. 

Here are some things to consider in creating a sample menu:

• Competitive Advantage – You can ask yourself, “does this menu help me stand out from other gelato shops?”
• Aspects of Procedure – You also need to consider if your sample menu will affect your shop’s overall productivity. 
• Nutritional Benefits – Health is also a top priority so you can include some healthier options in your menu.   

This is where you tell potential investors that you really care about the success of your gelato shop. This could be used to calculate the demand and supply for gelato. Based on the results, you can develop effective marketing strategies. Here are some things you need to consider in a market analysis: 

• Demands and New Opportunities – You have to know the gelato trends and look at them as opportunities. For example, you can check the trending ingredients for gelato and create a menu based on this.  
• Branding – This is vital since it not only creates a distinct impression on consumers but also informs them of what to anticipate from your gelato shop. You have to give a lot of thought to your brand when conducting a market analysis. 
• Competition – You also need to understand your competition. You can start by naming all of your significant rivals and doing a SWOT analysis on each of them. This way, you can come up with strategies to stand out from them. 

After including a market analysis in your business plan, you should proceed to provide effective strategies for marketing your gelato shop. This will help investors know the steps you’ll take for the success of your business. 

You can begin by describing your grand opening. Will you have Buy 1 Take 1  promo or a motorcade around the city to entice customers? Aside from your gelato shop’s launching, you also need a long-term marketing plan. For example, you can consider launching an email campaign or social media marketing that will run for 1 whole year. 

10 Successful Ice Cream Shops To Learn From

Here are some other marketing tips you can consider:

• Hosting Gelato Events
• Create a Referral Program 
• Partnering with Local Groceries
• Offer Delivery Options

Create a Remarkable Brand

Branding your gelato store properly is akin to giving your business a wonderful name or identity. This is how your customers can tell your gelato store apart from others. 

You should ensure that your business plan includes a memorable brand. You don’t have to struggle to create one. You just have to come up with a brand that’s unique and leaves a good impression on customers. It needs to make customers think, “I need to try that brand!” 

These are some examples of good branding for a gelato shop:

• Gelatissimo – They have an effective name and design and also used a good color mix that is relaxing and inviting. 
• Talenti – Aside from their catchy name, they also have a remarkable minimalistic design and an inviting color mix. 
• Cloud & Co. – This gelato brand came up with a brand that stands out from the rest. It also effectively represents their artisanal products. 

This section is where you build the blueprint for your gelato business. It details the revenue and stock, customer experience, accounting, organizational structure, and distribution network for the gelato. Also, here is where you tell your investors how your gelato shop will run daily. 

Your business operations need to identify the following:

• WHO – The employees or divisions responsible for carrying out specified responsibilities.
• WHERE – The location where everyday operations will be conducted.
• WHEN – The dates by which duties and targets must be fulfilled. 
• COST – The total cost for the production of your gelato products. 

35 Ice Cream Business Name Ideas

Sales forecasts are an essential component of your business plan.  If done properly, they may provide realistic estimates of your shop’s cash flow and allow you to better plan for the future.  

These are the other benefits of having an accurate sales forecast:

• It improves decision-making.
• It aids in budgeting.
• It ensures timely recruiting and outsourcing to enhance business growth.
• It enables straightforward business benchmarking versus competitors.

Here are some steps you can follow to conduct an accurate sales forecast:

• Create a Sales Procedure for Your Team – Your sales process will provide consistent definitions for opportunities, leads, prospects, and closes. So, you have to develop a sales process that everyone on your team is aware of.
• Set Quotas for Your Employees – Set sales quotas in collaboration with your salespeople.   These will serve as financial baseline targets to which your sales forecasting will be compared to.
• Invest in CRM – CRM tools provide your sales personnel with a database for monitoring opportunities and providing you with precise closing estimates. You can use Close for your sales team. 
• Consider Data from Other Companies – Other divisions inside your gelato store, such as HR and Marketing, can also give useful information for your sales projection. Be sure to include them in the process.
• Examine Previous Sales Projections – Compare the actual data you have at hand to the previous year’s projection and note significant differences or discrepancies. This will provide you with information that you can utilize to make future sales estimates.  

On the other hand, your operating expenses are based on your projected revenue and expenses for a specific period. Some examples of operating expenses are rent and utilities, wages and salary, accounting, and legal costs. 

Operating expenditures can assist in determining a company’s cost and inventory control effectiveness. It emphasizes the degree of expense that a business must incur to earn income.  That’s why you need to incorporate them into your business plan. 

11 Small Ice Cream Shop Ideas

One thing that you should not forget to include in your business plan is your strategy for finances and loans. You need to carefully assess your financial situation and be prepared to apply for any credit lines or loans. This will help your investors know that you have a concrete plan for funding your gelato shop. 

If you’re planning to start a small gelato shop, the best loan option for you is Small Business Administration Loan (SBA). They help small businesses in obtaining finance by establishing lending rules and lowering lender risk. These SBA-backed loans make it easier for small enterprises to get the necessary cash.

Here’s how you can qualify for an SBA loan:

• Enough Down Payment – A substantial down payment is required to qualify for an SBA loan. The amount you must put down depends on both the type of SBA loan and your business. 
• Good Credit – Your credit score and credit history play a part in whether or not you are accepted for SBA funding. Recent bankruptcy might have a major negative influence on your appeal as a borrower.
• Cash Flow Capacity – Your earnings, your spouse’s earnings, and the gelato shop’s present or expected revenue will all add to the bank’s trust in your capacity to pay your monthly bills.
• Great Character – When evaluating your credibility as a borrower, lenders consider both your individual and corporate character. 

Conclusion 

All in all, these are some tips you can follow in creating a business plan for your gelato shop:

• Make Your Executive Summary Exciting – Make it as appealing and detailed as possible. 
• Create a Descriptive Company Overview – This part should be illustrative rather than attention-grabbing. You can include information about the shop, and your objectives. 
• Talk Big About Your Sample Menu – Tell them about your gelato shop’s offerings! This portion of your business plan should contain a list of all of the items you intend to offer.
• Market Analysis – This is where you demonstrate to potential investors that you are genuinely concerned about the success of your gelato store. 
• Include Plans for Marketing and Publicity – Cite here your grand opening plans and long-term marketing plans. 
• Create a Remarkable Brand – Include effective and unique branding.
• Establish Detailed Business Operations – Explain the income and stock of the gelato, the customer experience, bookkeeping, organizational structure, and distribution network in detail.
• Sales Forecasts and Operating Expenses – Include an accurate sales forecast and detailed operating expenses. 
• Concrete Plan for Funding and Loans – Include a concrete plan for funding your business. 

Best Ways To Improve Your Ice Cream Business

Frequently Asked Questions

The equipment you need to make gelato are as follows: 1) Pasteurizing machine, 2) Batch freezer, 3) Blast chillers, and 4) Refrigerator cabinets. You will also need a cream whipper, planetary mixer, and immersion mixer. 

These are some steps you can follow to make commercial gelato: 1) Create a basic mix,  2) Let the base mixture mature for at least 4 hours, 3) Make a flavoring addition 4) Churn the flavored mixture, 5) Fill a display container and decorate, and 6) Serve immediately or blast freeze.

To learn more on how to start your own ice cream/gelato business check out my startup documents here

This blog post is provided for informational purposes only. The information contained is not intended to constitute legal advice or to substitute for obtaining legal advice from a qualified attorney.

Hi! I am Shawn and I am a happy individual who happens to be an entrepreneur. I have owned several types of businesses in my life from a coffee shop to an import and export business to an online review business plus a few more and now I create online ice cream/gelato business resources for those interested in starting new ventures. It’s demanding work but I love it. I do it for those passionate about their business and their goals. That’s why when I meet a ice cream/gelato business owner, I see myself. I know how hard the struggle is to retain clients, find good employees and keep the business growing all while trying to stay competitive.

That’s why I created Ice Cream Business Boss: I want to help ice cream and gelato business owners like you build a thriving business that brings you endless joy and supports your ideal lifestyle.

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Ice Cream Parlor Business Plan

If you are a friendly person and like seeing new people, opening an ice cream parlor might be a good choice for you. An ice cream parlor is one of those rare places which is frequented by people from all age groups.

We all know that people love ice cream. So much so that it has become a 66.64 bn dollar industry in the US and is continuing its sweet journey to the top even now.

Does the prospect of having an ice cream parlor sound delightful yet? If it does, you might need just one more thing before getting started. A business plan.

A business plan can save you from a million worries and make running your ice cream parlor a smoother process.

And if you are ready to spread good cheer through your ice cream parlor, read on to find out how to write an ice cream parlor business plan .

Why do you need an ice cream shop business plan?

You may wonder, isn’t being friendly and having a good knowledge of ice creams enough to run a successful ice cream parlor?

The answer is no. Running an ice cream parlor is a lot more than what it looks like on the surface.

You have to manage your finances, market your business, take care of products you need to make ice creams and the other frozen desserts you serve, manage a team, and much more.

But do not let the above things stress you out. An effective business plan can help you manage all of the above and beyond it.

And if you want to know how to write a business plan, read on.

How to write an ice cream shop business plan?

Before you start writing a business plan, ask yourself some questions:

• How far do I wish to go with this business?
• What kind of ice cream will I serve?
• How would my range of products help me stand apart from my competitors?
• What are the current market size and market gaps of the product I am going to serve?

With clarity on these few initial questions, you can go on and write an effective business plan with the help of a premade template or online business plan software.

Ice cream parlor business plan outline

This is the standard ice cream parlor business plan outline which will cover all important sections that you should include in your business plan.

• Keys to Success
• Startup cost
• Funding Required
• Company Ownership
• Frozen Custard
• Italian Ice
• Marketing Share
• 18-24-Year-Olds
• First Families
• Market Analysis
• Target Market Segment Strategy
• Competition and Buying Patterns
• Competitors
• Competitive Edge
• Marketing Strategy
• Sales Forecast
• Sales Yearly
• Average Salaries
• Important Assumptions
• Brake-even Analysis
• Profit Yearly
• Gross Margin Yearly
• Projected Cash Flow
• Projected Balance Sheet
• Business Ratios

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What to include in an ice cream shop business plan?

Though, there are several aspects common to all business plans that need to be included in your ice cream parlor business plan.

1. Executive Summary

An executive summary section would be the first page of your business plan. And if you plan on getting funded, make sure you write a good one. Because the executive summary might be the only page your investor reads.

Sum up your business idea properly and clearly. Include your mission statement, the objective, as well as a summary of your products and financial plan.

2. Products and services

This section consists of a detailed description of your products and services. It would also include the market gap your product seeks to fulfill.

As an ice cream parlor, you can include a description of the variety of ice creams you offer and what is the current market size of the product you are going to offer.

3. Market Analysis

One can not put enough emphasis on the importance of this section. It is the soul of your business plan. Because you cannot write a good plan without conducting a thorough analysis of the market.

While carrying out a market analysis, try to find out as much as possible about the market trends, your target market, the market position of your business, etc.

A thorough analysis of the market comes in handy while formulating the marketing strategy.

4. Marketing Strategy and implementations

After carrying out market analysis, formulating a marketing strategy becomes easier. Now you can take note of the most clear-cut strategies for reaching out to your target audience.

This section would not only consist of your marketing and sales strategy but also of a progress tracking system of how well your strategies are working.

5. Financial Plan

Planning your finances in the initial stages of your business ensures it runs smoothly later on. A good financial plan saves you from feeling lost and helpless.

This section would consist of your financial history, the current state of your finances, and if you would require funding or not. As well as the projected cash flow and profit of your business.

Download a sample ice cream parlor business plan

Need help writing your business plan from scratch? Here you go;  download our free ice cream parlor business plan pdf  to start.

It’s a modern business plan template specifically designed for your ice cream parlor business. Use the example business plan as a guide for writing your own.

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

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

Ice cream parlor business plan summary

All in all, a business plan can help your ice cream parlor business grow by leaps and bounds. It can save you from the chaos and troubles unplanned businesses go through.

With well-managed finances and well-designed and well-tracked strategies, you get to focus on what you like doing the most. It also helps you serve your customers in the best possible way.

After getting started with Upmetrics , you can copy this sample ice cream parlor business plan into your business plan and modify the required information and download your ice cream parlor business plan pdf or doc file. It’s the fastest and easiest way to start writing your business plan.

So, what are you waiting for? Go ahead and start writing your business plan.

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Investments and costs to open a Gelato Shop

To open an Italian gelato shop (or gelateria ), it is first necessary to gather a great deal of information and to make a number of important decisions. 

Gelato involves very little cost : raw materials make up around 12% of the selling price (or if we include milk and cream, etc. among the raw materials, up to 20%). The same can’t be said for the soft drinks, sandwiches, and pastries usually sold in a café, where costs can even reach 50%. Don’t forget, though, that whereas the cost of ingredients in gelato provides bigger profit margins, it sells for a fairly low unit price, so good sales volume is vital .

Overhead costs

There are also lower overheads when it comes to opening a hand-made gelato parlour, as it requires less space and therefore commands a lower rental or purchase price, as well as requiring fewer staff . That said, sales figures may well be comparatively lower . The main overheads include rent for the premises, wages, electricity and water.

Geomarketing

One of your most important decisions is where to open your point of sale .

First of all, make sure that any gelato parlours in the immediate vicinity are not too similar to what you want to create; next, evaluate the area : pedestrian precincts or shopping streets mean plenty of customers passing your front door, although rents can be rather an issue. The same goes for shopping malls. If you are looking to open a gelato shop where your customers can sit down to eat, and not just take away, easy parking in the vicinity is a big plus. In some countries that is crucial.

A gelato shop in the city centre can charge higher prices , while a point of sale on the outskirts has to adjust its prices to the income of the neighborhood's residents, which may well be lower.

The business plan

Once you’re sure you have a proper grounding in the knowhow and skills you’ll be needing and you’re sure you want to go into the gelato business, then go ahead and draw up a business plan – a document where you plan each step you need to take to open your point of sale.

The business plan will make it clearer what investments are needed – make sure to include the rental or purchase of your premises and machinery, showcases, ingredients and equipment in general, the cost of labour for tasks carried out by third parties, as well as utility costs such as electricity. Drawing up a comprehensive business plan that includes the main expense categories is also helpful when it comes to asking your bank for a loan to fund your new start-up .

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Creaming The Dream: Crafting a Flavorsome Gelato Business

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Related business ideas, gelato mini business plan, expected percent margin:, earnings expectations:, actions to hit those numbers:, product and inventory management:, marketing and customer acquisition:, sales and customer experience:, cost control:, business operations:, not what you had in mind here are more ideas, grab your business website name, step 1: determining if a gelato business is the right endeavor, breakdown of startup expenses, breakdown of ongoing expenses, examples of ways to make money, step 2: naming the business, step 3: creating a business plan, outlining the goals of the business, establishing a budget, identifying potential customers, step 4: selecting a location, step 5: obtaining licenses and permits, types of licenses and permits, step 6: purchasing equipment, types of equipment needed, step 7: hiring employees, types of employees needed, step 8: creating a menu, types of gelato to offer, step 9: promoting the business, ways to promote the business, cost of licenses and permits, applying for licenses and permits, benefits of obtaining licenses and permits, step 6: setting up the business, purchasing equipment, hiring employees, step 7: advertising and promoting the business, step 8: managing the business, step 9: growing the business, developing new products, expanding the business, explore more categories, take the next steps.

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How to Start a Small Gelato Shop Business with Evan Waldt | FTE Episode 109

Thinking about starting a gelato shop in your town? You’ll want to tune into this week’s interview and take notes from Evan Waldt. Waldt helped start and operate an independent gelato shop in Florida. The shop was later sold so he could head up the  Slices Concession West , a company that specializes in ice cream equipment and education. As the Managing Member of Slices Concession West, Evan is someone with a wealth of experience in both the operations of a gelato shop and the equipment required to run this type of business.

The goal of our conversation with Waldt is to give you a foundation on how to start your own gelato shop. As you may already know this is a big topic and we won’t be able to get to every aspect of opening a storefront inside a 30-minute episode. That being said this podcast will give you solid starting point for the rest of your research and specific tips to set yourself up for success.

How to Open a Gelato Shop

You have the vision of creating a one-of-a-kind gelato shop, but where do you begin? Like all businesses, it all starts with due diligence to make sure you’re starting the right gelato shop in the right area of town that will allow you to be profitable. Even the best retail concepts don’t work if you’re not in the right location.

A great place to start is to find the right location for your gelato business. When it comes to gelato, you want to be in a location with plenty of foot traffic. That means you’ll want to start identifying areas and building a list of places that people congregate regularly within your city. Popular options to start any frozen desert business includes shopping malls, nearby or on college campuses, strip malls, local attractions, or tourist areas with lots of little small shops that people like to walk and browse. You need to deeply understand your market and the options that are available.

During the podcast, Waldt shares a key tip you can take to ensure a prospective location has sufficient traffic.

One of Waldt’s partners sat in front of a prospective storefront for two days to record the number of people that passed by. After two days, his partner was able correctly access they had a quality location to open up shop.

This is an invaluable tip that you can apply to your business in the research phase. Don’t take a leasing representatives word on the amount of foot traffic you should expect at any location. These estimates will always be optimistic at best.

Remember… Your savings and business future is going to be tied to the location you select. You owe it to do everything in your control to make this work. We also recommend documenting traffic in different days of the week and time of the day. It’s normal for a location to be busier on weekends than weekdays, but it’s something you’ll want to be aware of and build into your business plan estimates .

A gelato shop inside a Whole Foods. Photo Credit: Pinterest

Characteristics of a Profitable Storefront 

Here are some of the four key qualities you should look for when on your search to find the right gelato shop. As Waldt noted in the podcast interview, “You can have amazing product. Amazing service. But if your location doesn’t work it’s an uphill battle from the beginning.”

Foot traffic… The importance of this one was covered previously.

Voltage requirements… A lot of folks think you can just plug in a gelato machine anywhere and get to work. This isn’t always the case. Commercial grade gelato machines require more electricity to operate. The specific requirement is 3-phase power . Inside a regular household you’ll usually find 220v power outlets. This is not a sufficient voltage for many machines. Of course you’ll want to refer to your users manual for specific guidelines on what your machines need.

If you’re not sure what any of this means, we recommend hiring an electrician to review your space. An experienced electrician will be able to enter your property and identify what you’ll need and what the cost to install 3-phase power in under and hour.

Sun… You may not think that sun would be a factor in determining your location, but it is. Direct sunlight will have major implications to the quality of gelato when it’s stored inside a glass dipping cabinet. This direct sunlight can create sweating, defrosting or a type of freezer burn like gelato. Bottom line, this is something you’ll need to consider when opening a location. Sunlight into your store can be welcoming and is a great thing. Just make sure the rays won’t be directly on your product.

Different cities have different styles… This goes back to your research and due diligence. You’ll want to identify the types of flavors and deserts that are already profitable and working in your city. Usually, you don’t want to reinvent the wheel here. Offer flavors that people already want and are in demand. Mint, chocolate, vanilla, and pistachio are traditional flavors that are recommended. Here’s a list of even more gelato flavors to consider.

Understand your market before opening a gelato or ice cream shop.

Figuring out What Works in Your Market

As artisan gelato makers, you may be inclined to produce really interesting and outside the box flavors. Avocado and watermelon basil flavors immediately come to mind when considering more creative options. While these adventurous flavors can work in some markets, they won’t work in others. Sometimes people just want a plain old high-quality chocolate or vanilla flavor. And if that’s what your market wants, as a business owner it’s important to  serve that demand. Your customers may return a second or third time to try some of the more unique options.

To find out if you have a product that people want and are willing to pay for, basic market research and testing is recommended. The easiest place to start is with your friends and family. Give your friends and family some free samples and ask what they think or what flavors the enjoyed the most. While feedback from your mom or cousin will probably be positive, it’s a simple way to get feedback on what flavors are most desirable to a mass audience.

After your family members have sample the product, it’s time to test your ideas in front of a less biased audience. This can be accomplished in a few different creative ways. You could offer to give free samples at your church or a fundraising event. Anyone that tries your frozen desert could be asked to provide feedback on an anonymous response card. This is an effective and low-cost way to get legitimate feedback about your flavors and style. Make sure that any responses are truly anonymous so that you can get people’s true opinions.

While asking for honest feedback from strangers can be open you up to criticism that can sting don’t let that hold you back. A much worse feeling would be to invest hundreds of thousands of dollars into a business idea that’s unlikely to work. Get feedback early on when it’s easier to change-up your offerings.

How much will it cost to start a gelato shop? What are the expenses?

Batch Freezer –  This is the most expensive piece of equipment you’ll purchase for a gelato business. A batch freezer allows you to produce large quantities of frozen deserts like ice cream, frozen custard, and gelato too. This is the piece of equipment that actually makes the gelato and that you will dispense into a pan, bucket, or other container.

New batch freezers cost between $22,000 – $35,000 depending on the model. If you want to reduce your initial investment purchasing a high-quality preowned batch freezer from Slices Concession will cost about $8,000 – $15,000 on average. You can learn more about batch freezers and see a list of recommended batch freezer models here .

Blast Freezer –  This piece of equipment will cost around $15,000 brand new. After you dispense product from the batch freezer as described above, you’ll immediately place the product into a blast freezer. A blast freezer allows you to cool your frozen deserts as quickly as possible and prevent’s crystallization of product. The quicker you’re able to get your gelato or ice cream into a blast freezer the less of this crystallization will appear on the product. Crystallization is not good because it will result in a gritty feeling final product that’s not ideal to serve.

Blast freezers are sometimes referred to as “shock freezers” because of how quickly they bring down the temperature of product. Depending on the model you choose, blast freezes can get as cold as -49 degrees Fahrenheit.

Dipping Cabinet –  Finally, you’ll place your gelato into a dipping cabinet when it’s ready to serve and display to customers. This is the clear style glass dipping cabinet that allows customers to view the gelato. We eat with our eyes first! Take care when you install these because after they’re installed, they can be very difficult to move.

Glass dipping cabinet.

Wages – One major business decision you will need to make is whether or not to hire a full-time store manager early on. Hiring a manager will require between $4,000 – $6,000 typically. That’s a lot of gelato sales to be able to recoup this line item.

If you plan to own and operate the store initially this will significantly reduce the amount of revenue you need to bring in during the early days. When you’re just starting out this can be a good option to help you learn the business. Keep in mind that there’s an opportunity cost to self managing, however. You’ll have less time to market your business and develop relationships if you’re working in the shop for 60 hours a week.

Leasing a Space – According to a survey from RestaurantOwner.com , you should expect to pay $3,000 on the low end and $8,750 on the high end. Of course, you’ll need to contact property managers in your specific area to get rates for areas that you’re considering.

Capital Reserves –  There’s a perception new businesses become profitable immediately upon opening their doors. Sadly, this is not how things typically work. You’ll want to plan for a few months of breaking even or even losing money when starting this type of business. Ideally, you’ll have 6 months of cash reserves before opening up shop. This will provide a buffer for those lean early months before local customers have discovered your business.

There will of course be other variable costs that will depend on your goals that need to be factored into a business plan. Some common variable expenses include cooking equipment, soda machines, a cash register, lighting and dining room furniture.

How much revenue will a gelato shop make annually?

Everyone’s market, product, marketing expertise, and work ethic will determine this number. With that being said we did ask Waldt during the interview how much you could expect to make annually as a gelato shop owner. For one location $400,000 in annual gross sales would be a realistic goal to aim for. Of that $400,000 in revenue, you could expect roughly $100,000 in profit per year. This is assumes you are owning and managing the store yourself and not hiring out a store manager. This is also a year three or four goal for business, not year one.

Keep in mind that your sales and revenue will vary, but we wanted to get you a estimate for expectation business planning purposes.

Determine Your Frozen Desert Sales. Photo Credit: DailyMail.co.uk

Local Marketing Tips for Gelato Shops

After you open the doors to your artisan gelato shop, you’ll need to get the word out about your new business within the community. You will accomplish this by developing a marketing strategy. Admittedly the marketing aspect of operating a gelato shop can be a difficult aspect of operating a successful business to grasp. There are so many marketing / advertising options out there that it can become overwhelming.

In our interview, Waldt shares some specific strategies that have worked well for other ice cream business and frozen desert shops. Many of these require a small amount of advertising investment so these are ideal for owners on a budget. Here are some of the strategies outlined during the conversation:

Coupons – One battle tested way to attract new customers is to offer them a coupon or discount. Within a one mile radius of your store front, deliver as many coupons to people doorsteps as possible. Visiting residential areas and apartment buildings are recommended when using this approach.  You can save a lot of money by delivering these coupons yourself instead of using the post office.

Partnerships – Find creative ways to partner with other business. One unique way would be to include to partner with a local coffee shops to create a coffee flavored gelato. This type of event would help you build a relationship with another small business owner and allow you to tap into their existing customer base. This kind of creative activity costs almost nothing aside from your time and a small amount of free product.

Fundraising / Charitable Groups – Schools, churches and non-profits are always looking for new ways to raise money for their cause. By splitting a portion of the revenue you make at some of these organizations events is another way to get your foot in the door, generate sales, and raise awareness for your business.

Leverage Employee Skills – Odds are you’ll be hiring lower wage and younger employees for your shop. Take advantage of this when you can. If you happen to hire a college student they may have a better understanding on how to manage social media profiles on Instagram or Facebook. During slow periods, delegate social media posting and participation to your employees that have interest in that area. Your employees may thank you for the opportunity!

We hope this post has given you the knowledge needed to help you open a thriving gelato business. If you have any specific questions about starting or owning this type of business, feel free to ask in the comments section below. We will do our best to get you a helpful answer.

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An ice cream parlor: business plan

Today I present you a complete business plan for setting up an ice cream parlor . (Please note that the complete reading will take about 10 minutes.)

Business Description Fundamentally, the business role consists of the sale of ice cream of different flavors as well as refreshing drinks under the concept of a retail store (or kiosk).

For this, the distribution will be strategically based on the acquisition of a ice cream franchise with a company with extensive experience in the market such as … (here the name of the franchise to consider) who will provide and regulate the standards of preparation, presentation and quality of the product.

Target market Our product will be mainly aimed at those people who walk around our store, which will be located at the following address (location address), our product being especially attractive to children who are the main consumers of ice cream.

It is also expected to reach all those people who for work reasons or for simple recreation require a refreshing drink on the way.

If your business will be located in a shopping center or with enough parking area, then people who travel by vehicle can be considered as a potential market.

Competition According to the visual investigation carried out, there are in the near surroundings less than 1Km. away only __ store (s) with characteristics similar to ours, distributing the ice cream brand X. And in a greater distance range, in an average of 3 km around there are some __ similar ice cream parlors whose level of care as verified corresponds to: (good, bad, regular).

It was found that the other stores that will compete with our business have a low level of demand on Monday and Tuesday, a level of regular clientele on Wednesday, Thursday and Friday and a high level of sales on weekends, being Saturdays and Sundays the days preferred by customers for the consumption of our product.

Business Location Our business will be located at the following address __________________________. The recommended measures for a kiosk are: 4 to 6 m2 The recommended measures for a store are 20 to 30 m2, considering the possibility of offering tables and chairs to customers for local consumption of the product. The estimated rent for a kiosk depends on the location, but a range of: US $ 100 to $ 200 if it is a neighborhood or residential area US $ 200 to $ 300 if it is an accredited shopping center and depending on the visibility and traffic of people passing through the point For a store, consider equivalent values ​​depending on the size in square meters of the premises to be rented.

Schedule Considering that the days of greatest demand in the ice cream parlor are weekends, the following opening hours are established for the public: Monday to Friday, in the afternoons from 2:00 p.m. to 7:00 p.m. Saturdays and Sundays all day from 10:00 a.m. to 7:00 p.m. Consideration should be given to the possibility of special hours requirements in shopping centers if they are located there.

Business Management and Operation The business will be personally attended by its owner during the week and by a contracted collaborator for the weekends. The owner will have the responsibility for decision making and will oversee the proper business operation During the weekends, they should consider visiting the business on Saturdays and / or Sundays as one of their functions to ensure that it runs properly.

Additionally, the owner will function as administrator having to take care of important aspects such as: product purchases (inventory), control and payments of services, administration of all accounting aspects that includes tax and billing payments, premises payments and salary (s).

Possible risks Among the risks to which the business and its operation could be exposed are:

• Few clientele: if the location of the same is not chosen properly or if the conditions of access to the premises are not adequate
• Insecurity: also depending on the location of the business and the opening hours.
• Few sales: if product inventories are not properly managed and the customer will not find what they are looking for.
• Few sales: if the personalized attention provided by the owner and the dependents was not of excellent quality
• Financial risks: if the finances of the business were not managed correctly. For this, it is essential to have a budget and to respect it.

Financial Plan (in us $)

Origin of funds initial investment:

Starting capital available in cash: $ 1500 Initial capital from credit: $ 2,500 Capital for initial investment: $ 3000

Use of funds (Initial Investment) Franchise cost: $ 2000 * Local rent deposit: $ 150 Initial investment in product: $ 200 Furniture: $ 200 Working capital: $ 4000

* Estimated average of the different ice cream franchises available in Latin America that regularly includes: right to use the franchise, training, promotional support, decoration and painting of the premises and an initial amount (variable) in product. Working capital refers to an amount of money that serves as business support until it is self-financing and begins to generate profits. Banks usually use this data as a reference of the potential of the business and usually do not grant loans when the projection of the same corresponds to very long terms.

Fixed monthly operating expenses budget:

Services (water, electricity): $ 75 Local rent: $ 150 Investment in product $ 500 Promotion and Marketing $ 75 Administrative expenses: $ 200 Bank Credit Payment: $ 100 Maintenance $ 50 Depreciation $ 50 Wages $ 150 Total: $1350

Financing Plan (Credit) To support the business, a bank loan of US $ 2,500 is considered, which will be paid over 36 months with an estimated interest rate of 15% with repayments of about $ 100 per month.

Estimated Sales (Daily Average)

The following are estimated sales with the accredited business with a minimum of 6 months of operation. At first, as the business becomes known, these numbers can vary drastically.

About 40 ice creams or snows a day worth $ 0.15 total $ 6.00 About 20 flavored ice creams worth $ 0.50 total $ 10.00 About 20 medium ice creams worth $ 1.00 total $ 20.00 About 10 large ice creams worth $ 1.50 total $ 15.00 About 2 quarts of ice cream worth $ 3.00 total $ 6.00 About 2 half gallons of ice cream worth $ 5.00 total $ 10.00 About 1 gallon of flavored ice cream worth $ 8.00 total $ 8.00

Approximate Daily Sales Total: $ 75.00 Weekly Sale Total $ 525.00 Total monthly ice cream sales $ 2100.00 Total monthly sale of soft drinks $ 200.00

Approximate net profit of the business:

Total monthly sales: $ 2300.00 Total operating jacks: $ 1350.00 Profit: $ 950.00

Annex 1 – Competitive advantages of acquiring a Franchise Of course, the numbers previously raised may vary depending on a series of variables related to operating costs, but especially with the selection of the franchise to choose since the prices, variety and quality of the product vary from one brand to another.

However, among the main advantages of working with an ice cream parlor franchise we can mention:

• Endorsement of a reputable brand
• Business knowledge (know-how)
• Guaranteed product quality
• Personalized training
• Marketing and image support
• Growth opportunities

Annex 2 – Strategic aspects:

The consumption of ice cream is usually a family activity, very pleasant that for the customer represents “enjoying” and that is precisely where the success or failure of those who operate this business lies.

• A kind and careful attention is required
• Children should be cared for with special care
• Cleaning of the premises
• Promptness of service
• Prices appropriate to the socio-economic level of the sector
• Pleasant atmosphere

The present business plan is a reference document offered to the readers of 1000 Business Ideas as such, of course, as in any business there are many specific factors for each case and for each proposal that must be evaluated, analyzed and raised in detail and it is finally the entrepreneur who has in his hand the power to decide how, when and in what way he intelligently invests his capital. If it is useful to you or you want to provide some additional useful detail, I would love you to share a comment.

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Gelato Business Plan Sample PDF Example | Free Download Presented by BizMove

Watch This Video Before Starting Your Gelato Business Plan PDF!

Checklist for Starting a Gelato Business: Essential Ingredients for Success

If you are thinking about going into business, it is imperative that you watch this video first! it will take you by the hand and walk you through each and every phase of starting a business. It features all the essential aspects you must consider BEFORE you start a Gelato business. This will allow you to predict problems before they happen and keep you from losing your shirt on dog business ideas. Ignore it at your own peril!

For more insightful videos visit our Small Business and Management Skills YouTube Chanel .

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How to implement Management by Objectives in Your Business

Many authorities on business management identify five functions of management:

organizing,

controlling, and

coordinating.

The planning and controlling functions often get less attention from owner-managers of businesses than they should. One way to strengthen both of these functions is through effective goal setting.

Long range goals for sales, profits, competitive position, development of people, and industrial relations must be established. Then, goals are set for the current year which will lead towards the accomplishment of the long range goals.

This Guide presents Management by Objectives to the owner-manager of a company for use in this type of planning and goal setting. MBO includes goal setting by all managers down to the first level of supervision. Their goals are tied to those of the company.

Traditionally, people have worked according to job descriptions that list the activities of the job. The Management by Objectives (MBO) approach, on the other hand, stresses results.

Let's look at an example. Suppose that you have a credit manager and that his or her job description simply says that the credit manager supervises the credit operations of the company. The activities of the credit manager are then listed. Under MBO, the credit manager could have five or six goals covering important aspects of the work. One goal might be to increase credit sales enough to support a 15 percent increase in sales.

The traditional job description for a personnel specialist might include language about conducting the recruiting program for your company. Under MBO, the specialist's work might be covered in five or six goals - one which could be "recruit five new employees in specified categories by July 1."

Thus, MBO looks for results, not activities. With MBO, you view the job in terms of what it should achieve. Activity is never the essential element. It is merely an intermediate step leading to the desired result.

What Business Am I In?

In making long range plans, the first question you ought to think about is "what business am I in?" Is the definition you have of your business is right for today's market?

Are there emerging customer needs that will require a changed definition of your business next year?

For example, one owner-manager's business was making metal trash cans. When sales began to fall off, the owner was forced to reexamine the business. To regain lost sales and continue to grow the owner redefined the product as metal containers and developed a marketing plan for that product.

How you view your business will provide the framework for your planning with respect to markets, product development, buildings and equipment, financial needs, and staff size.

Your long range objectives for your business will be the cornerstone in the MBO program for your company. At a minimum, they must be clearly communicated to your managers; however, for a truly vital program your managers should have a part in formulating these long range goals. Your managers will base their short range goals on these objectives. If they have had a role in establishing the long range objectives, they will be more committed to achieving them.

The Complete MBO Program

Management by Objectives may be used in all kinds of organizations. But not everyone has had the same degree of success in using this concept. From examining those MBO programs that failed, it is clear that the programs were incomplete.

The minimum requirements for an MBO program are:

Each manager's job includes five to ten goals expressed in specific, measurable terms.

Each manager reporting to you proposes his or her goals to you in writing. When you both agree on each goal, a final written statement of the goal is prepared.

Each goal consists of the statement of the goal, how it will be measured, and the work steps necessary to complete it.

Results are systematically determine at regular intervals (at least quarterly) and compared with the goals.

When progress towards goals is not in accordance with your plans, problems are identified and corrective action is taken.

Goals at each level of management are related to the level above and the level below.

Goal Setting

Goals for each of your managers are the crucial element in any MBO system. Goals at middle level of management must be consistent with those at top levels. Goals of first line supervisors must relate to those at middle levels. Goals prepared by the manager responsible for certain steps in a large processing operation must tie in with those of managers responsible for other steps in the processing. And all goals must relate to and support your long range objectives for the company.

When all these goals are consistent, then an MBO system will be developed. Until then, there will be many like the middle manager of a research and development company who exclaimed in a seminar, "How can I set my goals when I don't know where top management wants to go?"

Each manager will probably find between five and eight goals enough to cover those aspects of the job crucial to successful performance. These are the elements which you will use to judge his or her performance. Of course, other duties which do not fall into the above goals should not be neglected. But they are of secondary importance.

When you first start your MBO program, your managers will undergo a learning period. They must learn how to prepare a goal which will make them stretch but is not beyond their capabilities. They must learn to develop ways to effectively measure real problems which threaten the achievement of the goals and then take steps to cope with the problems.

During this learning period, your managers should first set a few goals. Then as they learn how to develop and achieve goals, the coverage and number of goals can be extended.

The Miniature Work Plan

Your managers may find the miniature work plan useful. On this work plan the manager can show each of the major work steps (sub-goals) necessary to reach the goal. Then, if each work step is performed by the indicated date, the goal will be reached when the last work step is completed.

You may also use this form to discuss goals with your manager. By looking at this form, you can see not only the goal but also the plan for reaching that goal. This will allow you to ask questions about the work steps and anticipated problems, as well as to question how the goal will be measured. By pointing out the relationship between the manager's goal and your goal, you'll be helping each of your managers to understand how his/her goals relate to those of the company.

Since the Proprietor of Your own company you deal with issues in a nearly daily basis. Getting familiar with effective Problem Solving Techniques can radically alter the development of your small business. Even though you Find answers to your issues, many people are not really skilled in the methods of problem solving, and when solutions fail, they fault themselves for misjudgment. The issue is typically not misjudgment but instead a lack of skill. This manual Educates you in a few problem solving processes. Crucial to the success of a company faced with issues is your comprehension of what the problems are, defining them, finding solutions, and selecting the best solutions for the situations. What's a problem. A problem is a situation that poses difficulty or perplexity. Problems are available in many shapes and dimensions. For example, it may be: Something did Not work as it should and you don't understand how or why. Something you will need is inaccessible, and something has to be found to take its place. Employees are undermining a new app. The marketplace is not purchasing. What do you do to live? Customers are complaining. How do you manage their complaints? Where do Problems come from? Issues arise from every aspect of human and mechanical functions as well as from nature. Some problems we cause ourselves (e.g., a hasty choice has been made and the wrong person was chosen for the task ); additional problems are caused by forces beyond our control (e.g., a warehouse is struck by lightning and burns down). Problems are a Natural, everyday occurrence of life, and in order to suffer less from the anxieties and frustrations they cause, we must learn to manage them in a reasonable, logical manner. If we accept The fact that issues will appear on a regular basis, for many different motives, and from an assortment of resources, we could: learn how to approach problems from an objective standpoint; find out how to anticipate some of them; and stop some of them from getting larger issues. To accomplish This, you have to learn the procedure for problem solving. Here, we'll teach you in the fundamental procedures of problem-solving. It is a step by step manual which you can easily follow and practice. As you follow this guide, you will eventually develop some tips of your own that work in concert with all the problem-solving process described in this guide. Keep in mind, However, as you see that this is not a comprehensive evaluation of the art of problem-solving but rather a sensible, orderly, and simplified, yet effective, way to approach issues contemplating the limited time and information most business owners and managers possess. Additionally, some problems are so complicated that they require the additional aid of experts in the area, so be prepared to accept that some problems are beyond one person's ability, ability, and desire to be successful. To be able to Appropriately identify the problem and its triggers, you must do some research. To do so, just list all the preceding questions in checklist form, and maintaining the checklist handy, go about gathering as much information as you possibly can. Keep in mind the relative importance and urgency of the problem, as well as your own time limitations. Then interview the folks involved with the problem, asking them the questions on your checklist. When You've Gathered the information and assessed it, you'll have a pretty clear understanding of the problem and what the significant causes of the problem are. Now, you can research the causes further through observation and additional interviewing. Now, you should summarize the problem as briefly as you can, list all of the causes you have identified, and record all of the regions the problem seems to be affecting. Now, You're prepared to assess your comprehension of the issue. You have already identified the issue, broken it all down to each of its facets, narrowed down it, done research on it, and you're avoiding typical roadblocks. On a huge pad, write down the problem, including each the variables, the regions it affects, and what the consequences are. To get a better visual comprehension, you might also want to diagram the issue demonstrating cause and effect. Study what you Have written down and/or diagrammed. Call in your workers and talk about your investigation together. Based on their feedback, you might choose to revise. As soon as you believe you completely understand the causes and effects of the issue, summarize the problem as succinctly as easily as possible. Go through your Long list of alternatives and cross-out those that clearly won't work. Those notions are not wasted because they impact on these ideas that remain. To put it differently, the very best ideas you pick may be revised depending on the ideas that would not work. With the rest of the solutions, use what is known as the"Force Field Analysis Technique." This is fundamentally an analysis technique that breaks down the solution into its positive effects and negative effects. To do so write each solution you're considering on a different piece of paper. Beneath the solution, draw a line vertically down the center of this newspaper. Label one column advantages and one column disadvantages. Now, some more Analytical thinking comes in to play. Assessing each facet of the solution and its influence on the problem, list every one of the advantages and disadvantages you may think of. 1 way to help You think of the benefits and disadvantages would be to role-play each solution. Call in a couple of your employees and perform out each alternative. Ask them to their own reactions. Based on what you see and on their opinions, you will get a better idea of the benefits and drawbacks of each alternative you're thinking about. Once you Complete this process for every solution, select those options that have the Many advantages. Now, you should be considering only two or three.

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Gourmet Food Store Business Plan Sample

APR.03, 2019

Do you want to start grocery store business plan?

If you are planning to start a gourmet food store business, you can rest assured that it is a wise decision on your part. Starting this business is not only easy but also profitable as well. However, to make this venture a success, you must first have to prepare a comprehensive gourmet food store business plan .

The gourmet food store business plan will provide you a roadmap to follow and will also guide you through all your major decisions. To help you do this, we are providing the business plan of gourmet food startup named Foody Stop.

Executive Summary

If you are looking to make a b usiness plan for a grocery store , this executive summary sample for food business as well as the business plan that follows can help you a lot.

2.1 The Business

Located in the serene environment of 11 th Avenue, Boston, Foody Stop will be a one-stop service for all the food-related needs of our customers. Our location is almost ideal for starting a specialty food store . As a bonded and licensed food store business, we will provide high-quality food products to our customers.

The business will be owned by Keith Jim who has been associated with the food and gourmet food store business plan s for the last 10 years. Owing to his extensive experience, Jim knows everything about how to start a specialty food store and make it successful.

2.2 Management

The business will be managed by Jim, who will be helped a group of dedicated workers. The store will function 24/7 and will be run by three shifts of workers. All employees will be recruited on merit and will be trained for one month before they start working.

2.3 Customers

Food Stop will provide an assortment of services to the residential community as well as working class people and visitors. The diversity of our offerings will be our major competitive advantages. From meat products to canned foods, dairy products to baking goods, we will provide almost all food products that our customers might need.

2.4 Target of the Company

Our business targets are as follows:

• To become the best food store in Boston by next three years
• To achieve the net profit margin of $10k per month by the first year, $15k by the second year, and $25k by the third year
• To balance the initial cost of the startup with earned profits within six months
• To start two more stores by the end of our second years

Company Summary

3.1 company owner.

Foody Stop will be owned by Keith Jim, who is an MBA from Harvard. Jim has served in the food and retail industry for the last 10 years in an assortment of positions. Known for his sharp business acumen and incredible management skills, Jim has both the experience and the knowledge needed for starting a gourmet food store .

3.2 Why the Business is being started

The business will serve as a gateway to Jim for making it big in the food retail industry. Foody Stop is being started not only for profit generation but also for providing best-in-class services to customers.

3.3 How the Business will be started

Located in the serene environment of 11 th Avenue, Boston, Foody Stop will be a one-stop service. A newly constructed shop spanning an area of 750 square feet will be acquired on lease for the business. Jim will seek the services of a local contracting firm for all the woodwork and furniture of the shop. The shop will function 24/7 and will be operated by workers in three shifts. The startup costs in accordance with the gourmet food store business plan    as forecasted by the financial experts are as follows:

The detailed startup requirements, as forecasted by experts, is given below:

Food Stop will provide an assortment of services, as highlighted by our mini grocery store business plan . The diversity of our offerings will be our major competitive advantages over other gourmet food stores in the area. From meat products to canned foods, dairy products to baking goods, we will provide everything that our customers might need.

Listing your offerings and services in a general store business plan  guides your other major decisions that’s why it must be done before you think about   how to open a gourmet food store . According to Jim’s mini market business plan , Foody Stop will provide the following products and offerings:

• Meat and produce: poultry, beef, lunch meat, pork, fruits, vegetables, and more.
• Baking goods and bakery products : sandwich loaves, tortillas, bagels, dinner rolls, cereals, pasta, mixes, flour, sugar, and more.
• Frozen foods and beverages : waffles, vegetables, individual meals, ice cream, coffee, tea, juice, soda, drinks, and more.
• Dairy products and canned goods: cheese, eggs, milk, yogurt, butter, vegetables, spaghetti sauce, ketchup, and more.

We will offer food products of both local and international brands. We will make sure to keep our products like meat and vegetables as fresh as possible. Our food products will meet all standards set by food authorities. Also, we will provide our offerings in standard packaging sizes.

Marketing Analysis of Grocery Business

The most important component of an effective mini grocery store business plan  is its accurate marketing analysis that’s why Jim acquired the services of marketing experts to help him through this phase. It is only after this stage that a good food stall business plan  could have been developed. After identifying the local market trends in Boston, the marketing experts also guided him to select the best location for his food store. Marketing analysis is a must-do thing before you even think about how to start a gourmet food business .

5.1 Market Trends

The gourmet food industry has been constantly expanding in the US for the last several decades. According to 2016 figures, the US convenience store industry stood at $680 billion. Out of this astronomical figure, around 21.4% of the amount was generated by the sale of food products. Moreover, analysts have predicted a constant growth of this sector for many decades to come. Considering these trends, it is evident that the grocery food business is an immensely profitable niche.

5.2 Marketing Segmentation

In order to make an effective food retail business plan , it is crucial to analyze the market segmentation of your potential customers. Our marketing analysts have identified the following type of target audience which can become our future consumers:

The detailed marketing segmentation of our target audience, as per our food market business plan , is as follows:

5.2.1 Local Residents: The community residing near our food store will be the primary customer group of our business. We will devise special plans to target this potential group as we expect a lot of sales to happen through them.

5.2.2 Working Class: Our second category of customers include those people whose busy routine makes them rely on packed foods. Our ready-made, packed foods will be a feasible option for the working-class people to have lunch without missing on their important work.

5.2.3 Passers-by: The third group includes those people who are in the area for some specific purpose. Our food store will provide a perfect spot for them to rest for a while and grab a drink or something.

The detailed market analysis of our potential customers is given in the following table:

5.3 Business Target

We aim to become the best gourmet food store in Boston within the next three years of our startup. This could be achieved by providing high-quality products and winning the trust of our customers. Our primary business targets could be summed up as follows:

• To achieve the net profit margin of $10k per month by the end of the first year, $15k per month by the end of the second year, and $25k per month by the end of the third year

5.4 Product Pricing

After considering the current market prices offered by our competitors, we have priced all our products in similar ranges as of them. We have to attract customers while yielding a profit at the same time that’s why we can’t afford to lower our prices at the moment, especially when we will offer incredibly high-quality food products.

Like the marketing plan for a grocery store , sales strategy is also an important component of your gourmet food store business plan . After you have identified the market trends, market demand, and potential customers of the gourmet business , you will next have to plan a creative sales strategy to attract your target audience toward you and convert them into loyal customers.

After carrying out extensive research about successful advertising strategies that are being used by other similar business, Jim came up with brilliant ideas to attract customers and generate sales. Our sales strategy, as highlighted by our produce store business plan   is as follows:

6.1 Competitive Analysis

Before finalizing your sales strategy, it is crucial for you to find out your competitive advantage over other similar businesses and make them a part of your business plan on supermarket . Considering the current market situation, Foody Stop will face really tough competition. However, we will soon emerge as a leading food store due to our numerous competitive advantages.

We will be open 24/7 and provide diverse offerings as a one-stop service provider. We will ensure that our goods meet all quality standards and are always available in a fresh state. Moreover, we will exceptional customer service to turn our visitors into loyal customers.

6.2 Sales Strategy

Following are some of the brilliant ideas by which we will advertise ourselves and generate sales.

• We will conduct a large-scale Facebook and Instagram marketing campaign for our advertisement.
• We will offer gifts and discounts on all our products for the entire first month to encourage sales.
• We will issue referral cards to our loyal customers and offer special discounts on customer referrals.

6.3 Sales Forecast

Considering our sales strategy and the current market demand for our business, our sales pattern is expected to increase with years. By analyzing our market segmentation strategy for the busines s, our forecasted sales on a yearly basis are summarized in the following column charts.

The detailed information about sales forecast, total unit sales, total sales is given in the following table.

6.4 Sales Monthly

6.5 Sales Yearly

Personnel plan

Before starting a gourmet food store business plan , it is essential to estimate the number and type of employees required. Our personnel plan, as developed with the help of HR experts is as follows:

7.1 Company Staff

Jim will act as the General Manager of the company and will hire the following people:

• 1 Store Manager for managing the store operations
• 2 Administrators/ Accountants for maintaining financial records
• 2 Sales Executives for marketing purposes
• 10 Employees for running the store
• 2 Inventory Manager for managing the merchandise
• 1 Supply Chain Manager for purchasing food products
• 3 Drivers for transporting products from storage to store
• 2 Cleaners for keeping the store clean
• 1 Front Desk Officer for providing information to customers
• 2 Security Officers

7.2 Average Salary of Employees

The forecasted data about employees’ salaries for the next three years is given in the following table.

Financial Plan

A financial plan is the final component of your grocery store business plan . It addresses all the costs and expenses which will be required for the startup. From the cost of inventory to your rent, from the overhead expenses to the cost of bills, it will address each and every financial component of your departmental store business plan . The financial plan of Foody Stop is as follows:

8.1 Important Assumptions

 8.2 brake-even analysis.

 8.3 Projected Profit and Loss

8.3.1 profit monthly.

8.3.2 Profit Yearly

8.3.3 Gross Margin Monthly

8.3.4 Gross Margin Yearly

8.4 Projected Cash Flow

8.5 Projected Balance Sheet

 8.6 business ratios.

Download Gourmet Food Store Business Sample in pdf

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Der Businessplan für die Gastronomie: die wichtigsten Inhalte

Für die Existenzgründung in der Gastronomie ist spätestens dann ein Businessplan notwendig, wenn es an die Finanzierung der Geschäftsidee geht. Dabei hängen das Leistungsangebot und die Preisgestaltung in der Gastronomie hauptsächlich von der Zielgruppe ab.

Erfahren Sie auch, worauf man bei der Standortwahl in der Gastronomie achten sollte, wie das Marketing in der Branche funktioniert und warum die Kundenbindung in Ihrem Businessplan ein besonders wichtiger Punkt bei der Gründung in der Gastronomie ist.

Von René Klein Chefredakteur

René Klein verantwortet als Chefredakteur seit über 10 Jahren die Inhalte auf dem Portal und aller Publikationen von Für-Gründer.de. Er ist regelmäßig Gesprächspartner in anderen Medien und verfasst zahlreiche externe Fachbeiträge zu Gründungsthemen. Vor seiner Zeit als Chefredakteur und Mitgründer von Für-Gründer.de hat er börsennotierte Unternehmen im Bereich Finanzmarktkommunikation beraten.

• Die Gastronomie in ihrer bunten Vielfalt
• Leitfäden für Ihre Gastronomie-Gründung
• Zielgruppe und Leistungsangebot in der Gastronomie
• Der optimale Standort und die rechtlichen Rahmenbedingungen
• Preisgestaltung und Marketing in der Gastronomie
• Drei Tipps für den Businessplan bei Gründung in der Gastronomie
• Restaurant, Bar oder Café eröffnen mit Franchise
• Weitere Beispiel-Businesspläne herunterladen

1. Die Gastronomie in ihrer bunten Vielfalt

„Wer nichts wird, wird Wirt" – diesen Spruch haben sich wohl die meisten der Gastronomen schon einmal anhören müssen. Ein kleiner Funke Wahrheit steckt sicherlich dahinter: Betrachtet man die regelmäßig wechselnden Bar- und Restaurantbesitzer vor der eigenen Haustür, lässt sich schnell vermuten, dass in der Gastronomie viele Quereinsteiger unterwegs sind, denen Know-how und Erfahrung fehlt, um einen eigenen erfolgreichen Gastronomiebetrieb auf die Beine zu stellen.

Daher ist es auch in dieser vermeintlich simplen Berufssparte notwendig, sich vor der Existenzgründung detailliert mit der Branche zu befassen und einen entsprechenden Businessplan zu erstellen, der auf die Besonderheiten der Gastronomie eingeht. Im ersten Schritt gilt es im Businessplan einen Blick auf den konkreten Markt der Gastronomie zu werfen.

Das Marktvolumen des Gaststättengewerbes kann sich dabei sehen lassen: Im Jahr 2014 wurde laut VR-Branchenbrief ein Gesamtumsatz von 39,7 Milliarden Euro generiert. Etwa 19 Milliarden Euro davon wurden durch klassische Restaurants erwirtschaftet. Bei rund 72.000 Gastronomiebetrieben entspricht dies einem Durchschnittsumsatz von 265.000 Euro – der Wettbewerb ist hier also anhaltend hoch.

2. Leitfäden für Ihre Gastronomie-Gründung

Für die Gründung eines Restaurants oder einer einer Bar haben wir Gründungsleitfäden und -Checklisten erstellt, damit Sie schneller, einfacher und besser gründen können.

Cocktails und Gastronomie sind Ihr Steckenpferd? Dann hilft Ihnen dieser Leitfaden bei Ihrer Idee.

Von vegan bis zum Sternerestaurant - die Gastronomie bietet viele Geschäftsideen zum Start.

3. Zielgruppe und Leistungsangebot in der Gastronomie

Nach der Marktbetrachtung muss im Businessplan ein Fokus auf die Zielgruppe und das konkrete Leistungsangebot gelegt werden: Welche Kunden sollen mit meiner Bar oder meinem Restaurant angesprochen werden? Befinde ich mich in einer Gegend, in der Touristen die Hauptzielgruppe sein könnten? Oder spreche ich lieber Studenten, Familien oder Geschäftsleute an?

Die Entscheidung über die Zielgruppe ist ausschlaggebend für das Leistungsangebot, das den Gästen präsentiert wird. So erwarten Studenten beispielsweise günstige Preise und eine breite Cocktailkarte. Geschäftsleute hingegen wünschen sich eine entsprechende Atmosphäre im Lokal, sind weniger preissensibel und setzen auf Service. Familien benötigen eine kinderfreundliche Speisekarte und Einrichtung. Dies alles muss in Ihrem Businessplan für die Gastronomie beachtet werden!

Besonders wichtig für den Businessplan: Welche Art von Essen wird angeboten? Ausschließlich deutsches Essen? Italienische Pizza und Pasta? Griechisch? Man sollte sich in der Gastronomie konkret festlegen und keine zu große Auswahl anbieten, da die Positionierung nach außen sonst deutlich schwerer fällt. Außerdem verliert man in der Gastronomie auch an Glaubwürdigkeit, wenn zu viele verschiedene länderspezifische Speisen auf der Karte stehen. Vermeiden Sie also den typischen Businessplan Fehler einer unklaren Positionierung.

Sie sollten im Businessplan für die Gastronomie aber auch auf Zusatzangebote eingehen, die Sie Ihren Kunden bieten möchten. Kommt Catering für Sie in Frage? Was ist mit einem Lieferservice – der Bedarf nach solch einem Service wächst von Jahr zu Jahr. Oder möchten Sie einen Mittagstisch anbieten, um Kunden zu binden? Alternativ können Sie regelmäßig besondere Veranstaltungen in Ihren Räumlichkeiten anbieten, um Ihren Gastronomiebetrieb bei Neukunden bekannter zu machen.

Erfahren Sie hier mehr über alle diejenigen Versicherungen, die speziell für die Gründung in der Gastronomie sinnvoll sind.

4. Der optimale Standort und die rechtlichen Rahmenbedingungen

In der Gastronomie ist der Standort ähnlich wichtig wie im Einzelhandel, daher sollte im Businessplan ausführlich darauf eingegangen werden. Viele Restaurants leben nämlich von der Laufkundschaft, daher gilt es bei der Standortanalyse zu prüfen, in welchen Mengen potenzielle Kunden am ausgewählten Standort regelmäßig vorbeischlendern. So sind Standorte mit vielen Gastronomiebetrieben in der näheren Umgebung für Laufkundschaft besonders interessant, allerdings ist hier natürlich auch der Wettbewerbsdruck stärker.

Je spezieller die Ausrichtung und Positionierung des Restaurants oder der Bar, desto mehr verliert der Standort jedoch an Relevanz. Bieten Sie beispielsweise peruanische Köstlichkeiten an und sind in diesem Feld der einzige Anbieter in der Nähe, dann erreichen Sie auch Kunden aus der Ferne, obwohl Ihr Standort womöglich nicht optimal ist.

Neben der Standortwahl gilt es im Businessplan für die Gastronomie auch auf die rechtlichen Rahmenbedingungen einzugehen. So ist beispielsweise eine Gaststättenerlaubnis zwingende Voraussetzung, um ein Restaurant mit Alkoholausschank überhaupt eröffnen zu können. Sie dürfen auch mit Besuchen der Gewerbeaufsicht oder des Gesundheitsamtes rechnen, da in der Gastronomie viele verschiedene Vorschriften, wie beispielsweise Hygiene-Bestimmungen, eingehalten werden müssen. Im Businessplan für die Gastronomie sollte daher auf die wichtigsten Vorschriften eingegangen werden, sodass ein Bankberater beim Finanzierungsgespräch erkennt, dass Sie sich mit dem Thema Recht auseinandergesetzt haben.

5. Preisgestaltung und Marketing in der Gastronomie

Wenn Sie in Ihrem Businessplan bei der Preisgestaltung angelangt sind, müssen Sie auch hier genau überlegen, wer Ihre Zielgruppe und deren Zahlungsbereitschaft ist. Arbeitet im Restaurant ein Sternekoch, können andere Preise verlangt werden, als wenn der Azubi für die Qualität des Essens verantwortlich ist. Der Standort des Betriebes, die Art der Räumlichkeiten und der gebotene Service sind weitere Faktoren, die sich auf die Preisgestaltung auswirken.

Außerdem muss im Businessplan für die Gastronomie auch beantwortet werden, wie neue Kunden gewonnen werden sollen. In der Gastronomie ist Empfehlungsmarketing das A und O. Stimmt die Qualität, das Preis-Leistungs-Verhältnis und die Atmosphäre, kommt man gerne wieder und empfiehlt einen Gastronomiebetrieb weiter. In solch einem Fall ist zusätzliches Marketing, das über eine Webseite und die Nutzung von Google My Business sowie die Anmeldung bei tripadvisor hinausgeht, nicht immer zwingend notwendig.

Allerdings muss dieses Image erst einmal hart erarbeitet werden. Daher empfiehlt es sich insbesondere zu Beginn der Existenzgründung, erste Kunden durch verschiedene Werbemaßnahmen zu gewinnen. Hierzu zählt beispielsweise klassische Werbung wie Anzeigen in lokalen Printmedien, aber auch Online-Marketing, wie z.B. Google Ads oder Werbung auf Facebook.

Kostenlosen Businessplan erstellen mit unserem Online-Tool Unternehmerheld. Jetzt anmelden und loslegen.

6. Drei Tipps für den Businessplan bei Gründung in der Gastronomie

Möchte man sich in der Gastronomie selbstständig machen, dann gilt es einige Dinge zu beachten. Diese drei Punkte sollten Sie bei der Erstellung Ihres Businessplans auf jeden Fall berücksichtigen:

• Qualität des Essens Die Qualität des Essens hat oberste Priorität – wer selbst nur ein durchschnittlicher Hobbykoch ist, der sollte die Kochmütze an jemanden übergeben, der vom Fach ist und weiß, was er tut. Im Businessplan muss also deutlich dargestellt werden, wer für die Zubereitung des Essens zuständig ist und welche Kompetenzen und Erfahrungen er vorweisen kann. Als Betreiber einer Bar muss man diese Regel übrigens nicht ganz so eng sehen, da das Mixen von Cocktails relativ schnell gelernt sein sollte.
• Deutliches Alleinstellungsmerkmal Da der Wettbewerb in der Gastronomie sehr stark ist, sollte im Businessplan das Alleinstellungsmerkmal deutlich hervorgehoben werden. Was macht Ihr Restaurant oder Ihre Bar zu etwas Besonderem? Ist es die Ausstattung im 50er-Jahre-Stil, bieten Sie Livemusik oder sind Ihre Kellner speziell gekleidet? Haben Sie ggf. den optimalen Standort oder ein ganz neues Konzept? Je ausgefallen das Alleinstellungsmerkmal, desto stärker die Markenerinnerung sowie die Weiterempfehlungsrate. Machen Sie sich darüber intensiv Gedanken und beschreiben Sie das Alleinstellungsmerkmal Ihrer Idee dann deutlich im Businessplan.
• Fokus auf Kundenbindung Die Gastronomie lebt von Stammkundschaft. Die meisten Menschen sind Gewohnheitstiere und haben nur einige wenige Stammkneipen oder -restaurants, die sie regelmäßig besuchen. Da ein Neukunde zu gewinnen deutlich teurer ist, als einen Stammkunden zu halten, sollte Ihr Marketing einen Fokus auf die Stammkundschaft legen. Kümmern und umgarnen Sie regelmäßig kommende Gäste und überlegen Sie sich ein Konzept, wie die Kundenbindung noch weiter erhöht werden kann. Eine kurze Begrüßung vom Besitzer persönlich wirkt oft schon Wunder. Überhaupt sind die Kundenfreundlichkeit und die Qualität des Essens die wichtigsten Faktoren, warum Gäste wieder kommen. Das Thema Kundenbindung hat eine hohe Priorität und sollte daher in ihrem Businessplan für die Gastronomie auf keinen Fall fehlen.

Sie sollten jetzt die wichtigsten Punkte kennen, um einen Businessplan für Ihre Selbstständigkeit in der Gastronomie zu schreiben. Interessierte finden auf unserer Seite zum Businessplan trotzdem nochmals weiterführende Informationen zur Erstellung sowie eine unterstützende Vorlage für Ihren Businessplan.

7. Restaurant, Bar oder Café eröffnen mit Franchise

Die Existenzgründung in der Gastronomie ist ein hartes Geschäft. Daher kann sich hier eine Gründung per Franchise lohnen. Viele spannende Franchisesysteme tummeln sich in der Branche und stellen Gründern ein am Markt erprobtes Konzept zur Verfügung. Wir beschreiben allgemein, wie Sie sich in der Gastronomie selbstständig machen:

• Bar eröffnen
• Restaurant eröffnen
• Café eröffnen

Dabei ist ein Businessplan notwendig.

8. Weitere Businessplan-Beispiele herunterladen

Für alle zukünftigen Bar- oder Restaurantbesitzer sind auch viele rechtliche Besonderheiten und Anforderungen in der Gastronomie zu beachten. Außerdem sollten Sie sich mit Ihrer Konkurrenz sowie einer Standortanalyse auseinandersetzen. Dabei hilft Ihnen unser Businessplan-Beispiel für die Gastronomie. Wir haben auch für weitere Branchen verschiedene Beispiele vorbereitet.

Businessplan-Beispiele

frage[at]fuer-gruender.de

Businessplan Gastronomie erstellen: Vorlagen, Beispiele und Expertentipps

von Bettina Sturm | 27. Mrz 2019 | Businessplan | 0 Kommentare

Der Businessplan: er ist das Schreckgespenst vieler Gründer und sagenumwoben wie eine jahrhundertealte Burg. Ihn zu schreiben, empfinden nicht wenige ähnlich einer Hausarbeit im Studium.

Och nee, muss das sein?

Und warum denn alles aufschreiben, was man hübsch sortiert und in den schillerndsten Farben vor seinem inneren Auge sehen kann?

Weil es raus muss und dir dein persönlicher Geschäftsplan ähnlich einer Route von A nach B, die dir dein Navi berechnet, Orientierung gibt bei der Existenzgründung. Eine Marschroute für dein Business mit dem großen Ziel: Erfolg!

Geschäftsplan & Finanzplan: Nicht nur für die Bank

Auch hier verhält es sich ähnlich wie damals zu Schulzeiten mit den Hausaufgaben, die man auch nicht für Mama und Papa oder die verhasste Mathelehrerin machte, sondern tatsächlich um selbst besser zu verstehen, was man da eigentlich tat.

Ähnlich trugschlüssig ist das Argument der Businessplan-Gegner: „Der ist eh nur für die Bank“. Ja, das Geldinstitut fängt überhaupt erst an darüber nachzudenken, ob es dich finanziell unterstützt oder nicht, wenn du ihnen schwarz auf weiß darlegst, worin du „ihre“ Kohle investieren willst. Schliesslich wollen sie sehen, dass du mit deinem Unternehmen eine erfolgreiche Gründung hinlegst.

Aber der Businessplan ist noch viel mehr. Sieh ihn als den roten Faden deiner Gastronomie-Geschichte und als Chance, dem Leser dich und dein Geschäftskonzept Schritt für Schritt näher zu bringen.

Noch viel mehr Gründe, warum du unbedingt einen Businessplan schreiben solltest, kannst du in meinem Blogpost Dein Businessplan. 10 Gründe, warum du unbedingt einen brauchst nachlesen.

Businessplan schreiben: Bloß wie?

Stell dir deinen Businessplan wie ein spannendes literarisches Werk vor. Tatsächlich ist der Aufbau von beidem verblüffend ähnlich: Zuerst lernt der Leser die Hauptprotagonisten kennen – also dich und deine eventuellen Mitstreiter.

Und zwar nicht in epischer Breite, sondern anhand von typischen Eigenschaften, die dich als Mensch beruflich und ja, auch privat ausmachen und dem Geldgeber/Unterstützer möglichst deutlichst signalisieren: Wow, die Frau oder der Mann hat Ahnung. Dieser Gastronom wird das rocken!

Aber die richtigen Worte verstecken sich vor mir! Wie sieht denn ein Businessplan aus?

Kein Ding! Wichtig ist, dass du überhaupt ins Schreiben kommst und statt jedes Wort auf die Goldwaage zu legen, die verschiedenen Punkte in Worte fasst – korrigieren und umformulieren kannst du später immer noch.

• Gründung und Motivation: Wieso bist du dabei, deine Gastronomie zu gründen?
• Gastronom werden: Was bringst du mit? 
• Darum du: Welche Erfahrungen lässt du einfließen und was macht dich zur Heldin deiner Geschichte?

Deine Geschäftsidee: Ein schlüssiges Konzept ist Voraussetzung für deinen Businessplan

Deine Caféidee oder andere Gastro-Idee ist die Grundlage deines Businessplans. Dein ausgereiftes Konzept ist der Samen, aus dem dann dein Businessplan wächst und hoffentlich gedeiht. Und je konkreter du dein Konzept bereits erarbeitet und getestet hast, desto weniger aufwendig und nervig ist jetzt der Start mit deinem Businessplan.

Denn idealerweise weisst du schon:

• Geschäftsidee:  Konkurrenz aussen vor. Wie sich deine Caféidee oder Gastro-Idee von anderen unterscheidet.
• Zielgruppe: Wer sind deine Kunden. Also, wer ist dein Wunschgast.
• Angebot: Was du anbietest. Öffnungszeiten, Speise- und Getränkekarte.
• Geschäftsmodell: Wo und wie du Geld verdienst

Du bist dir noch unsicher, wie du aus einer Idee ein knackiges Konzept machst? Wie du deine Geschäftsidee weiter entwickelst? Könntest ein paar Tipps gebrauchen um deine Geschäftsidee auf den Punkt zu bringen? Dann hilft dir Von der Idee zum Konzept – mit Anleitung weiter.

Die Puzzlestücke eines Businessplan

Am Anfang war das „Problem“, also der Aufhänger für deine Gastronomie, für das dir eine Lösung eingefallen ist und du eine Zielgruppe siehst. Weil du den Markt und deine Konkurrenz beobachtet und analysiert hast und eine vorhandene Lücke entdeckt hast, die du mit deinem Geschäftsmodell schließen möchtest. Dafür hast du dir Gedanken zu Marketing und Vertrieb gemacht und durchgerechnet, womit du wie viel Geld verdienen kannst.

So könnte man den Inhalt eines Business Plan zusammenfassen.

Apropos Zusammenfassung Businessplan: Aufmerksamkeit triggern!

Mit ihr beginnt jeder Businessplan und doch sparen es sich die Meisten bis zum Schluss auf, diese zu formulieren. Ähnlich eines Klappentextes auf der Rückseite eines Buches soll sie dem Leser „Appetit“ machen, das erste Bild im Kopf erzeugen, von dem er unbedingt mehr sehen und erfahren möchte.

Bedenke: Um deinen Geschäftsplan lesen zu wollen, entscheidet sich jemand Fremdes dazu, dir und deiner Idee Zeit und Aufmerksamkeit zu widmen.

Wie viel? Das hängt davon ab, wie spannend er deine Zusammenfassung findet.

Dein Businessplan: Das gehört rein – Textteil und Finanzplan

Kostenlose Businessplan Vorlagen –  das Internet ist voll davon!

Wahrscheinlich hast du es auch schon mal getan und eine Suchmaschine mit „Businessplan“ gefüttert. Düdüm… die Flut an Ergebnissen ist verheerend. Vor allem, weil jeder Anbieter damit wirbt, DIE perfekte Anleitung, das richtige Template, Muster, Vorlage oder, oder, oder für dich zur Verfügung zu haben.

Dabei gibt es ihn nicht, den Blanko-Businessplan, der für alle funktioniert, was in der Natur der Sache liegt. Ob ein IT Startup in einem fensterlosen Kabuff werkelt, ob die eine Küche haben oder einen Parkplatz vor der Tür, ist denen völlig wurscht. Denn ihnen geht es um die Innovation, um das Produkt, mit der sie den Markt umkrempeln wollen. Doch bei dir will die Bank bzw. die möglichen Unterstützer all das wissen. Weil es wichtig ist.

Du willst oder musst auch einen Businessplan erstellen? Und weißt nicht wie? Ich entwickle derzeit einen Kurs und Coachingangebote, wie du deinen Businessplan für deine Gastronomie einfach selbst erstellen kannst. Ist das für dich interessant? Dann trage dich hier in die Liste ein. Ich melde mich bei dir, sobald es Neuigkeiten gibt.

Um einen ersten Eindruck zu bekommen, kann es jedoch helfen, sich Beispiele von Businessplänen anderer Gründer anzuschauen – gern auch ein bisschen artfremd, wie dieser hier vom Kinderfriseur Salon Emil & Lilly : einfach weil er sehr sympathisch und wunderbar strukturiert verfasst wurde.

Was muss in den Businessplan? Was ist wichtig im Finanzplan? Frag die Bank!

Wenn das grobe Gerüst steht und du es „nur“ noch auskleiden musst, frag mal bei deiner favorisierten Bank nach, auf welche Aspekte sie besonders Wert legen. Erfahrungsgemäss liegt das Augenmerk besonders auf Geschäftsidee, Marketing und Vertrieb, Geschäftsmodell und Finanzierung. 

Aber, die Geldinstitute stehen auf Individualität und haben ganz unterschiedliche Vorstellungen davon, woraus ein guter Businessplan gemacht ist, mit dem sie arbeiten können und wollen.

Wenn du deinen Geschäftsplan erstellt hast gilt: Fakten statt Floskeln!

Du bist großartig und dein Konzept ist der Knaller… natürlich, denn sonst würdest du ja nicht genau diese Geschäftsidee auf stabile Füße stellen wollen, richtig?

Ein gesundes Selbstbewusstsein gehört zur Grundausstattung eines jeden Gründers und auch künftige Unterstützer finden es gut, wenn du überzeugt bist von dem, was du tust. Trotzdem sollte dein Businessplan eher durch gut recherchierte Fakten punkten, als durch pauschale Floskeln wie: „ein einzigartiges Konzept“, „wird den Kaffeemarkt revolutionieren“ oder „DIE erste Adresse für alle Veganer“.

Sagst du… aber kannst du diese Äußerungen auch fundiert belegen oder sind sie reines Wunschdenken und damit haltlos?

Überhaupt: Vorsicht vor dem „Startup Hipster Sprech“. Natürlich möchtest du zeigen, dass du Ahnung von der Materie hast und mit (Fach)wissen glänzen. Verständlich, aber zu viel davon in umständlich gestelzt verpackt bewirkt beim Leser ggf. genau das Gegenteil. Er steigt aus, weil er nur Bahnhof versteht und du hast ihn verloren – egal wie gut deine Geschäftsidee eigentlich ist.

Denk dran: Du schreibst keine wissenschaftliche Hausarbeit, sondern formulierst deinen Businessplan, in dem deine Persönlichkeit gern durchscheinen darf J

Der Finanzplan deines Businessplans: Zahlenspiele nach dem Glaskugelprinzip

Der Finanzplan ist die Achillesferse deines Business Plans und gerade für eher kreativ gestrickte Menschen der Angstgegner. Einerseits bist du überzeugt davon, dass du mit deiner Gastronomie Geld verdienen wirst. Andererseits lässt sich die zukünftige Realität so schwer greifen und mutet oft einem Blick in die Glaskugel an. Das muss so, also üb dich in der Wettervorhersage 😉

Falls du so gar keinen Plan von Liquiditätsplänen und dergleichen hast, kann ein Vorgründer-Coaching helfen, dass von verschiedenen Förderbanken wie der KfW oder auch der IHK angeboten wird. Aber selbst wenn du dir einen Experten an die Seite holst, lass dir das Heft nicht komplett aus der Hand nehmen und fuchs dich selbst in dein Zahlenwerk ein.

Apropos Finanzierung und Förderung. Du stellst dir gerade die folgenden Fragen:

• Wie bekomme ich mein Startkapital für die Gründung zusammen?
• Gibt es eigentlich Unterstützung vom Staat, wenn man sich selbständig macht?
• Mein Eigenkapital reicht nicht für die Finanzierung. Was kann ich jetzt machen?
• Könnte Crowdfunding was für mich sein?

MEIN RATGEBER

Ich zeige dir, wie du in 4 Schritten dein Startkapital für die Verwirklichung deines Gastro-Traums zusammen bekommst. Selbst wenn dein Eigenkapital nicht reicht, du auf jeden Cent achten musst und keinen Kredit aufnehmen willst.

Geschäftsmodell erstellen: Du musst verstehen lernen, womit du in den ersten drei Jahren rechnen willst!

• Was wird dich deine Gastrogründung kosten?
• Welche Einnahmen nimmst du an zu haben und wie werden die sich wohl entwickeln?
• Und noch wichtiger: Welchen Gewinn gedenkst du perspektivisch zu machen?

Denn mal ehrlich: Bei aller Passion und Enthusiasmus für dein Konzept – wenn sich langfristig kein Geld damit verdienen lässt, ist es (noch) keine runde Sache. Welche Stellschrauben du drehen könntest bzw. welche Posten zu teuer sind und dich am Geld verdienen hindern, darüber gibt dir das Zahlenwerk im besten Fall Aufschluss.

Oh je, so viele Zahlen…

Beim Anblick unendlicher Tabellen und massenhaft Zahlen sinkt deine Motivation schnell in den Keller, weil du einfach kein Land siehst? Tief durchatmen und mit dem anfangen, was Fakt ist:

• Geplante Kosten für Miete, Strom, Mitarbeiter, Gema oder Wareneinkauf
• Und dann weiter mit der Kalkulation deiner Getränke- und Speisenpreise.

Business Model Canvas und Pitch Deck versus Businessplan

Wer braucht schon eine mehrseitige Abhandlung, wenn sich die gesamte Geschäftsidee in allen Aspekten viel übersichtlicher auf einem hübschen Business Model Canvas (BMC)  oder Pitch Deck  darstellen lässt? Gute Frage, noch dazu, weil es – auf den ersten Blick – viel einfacher erscheint, die paar Felder auszufüllen bzw. stichpunktartig die wichtigsten Aspekte zu deinem Business in einer Präsentation zu verpacken, statt in aller Ausführlichkeit die verschiedenen Punkte auszuformulieren.

• Dein BMC/Pitch Deck erklärt sich dem Betrachter nicht selbst, sondern liefert nur die Eckdaten für deine Erläuterungen im Pitch – der Businessplan im besten Falle schon.
• Ein BMC/Pitch Deck ist die komprimierte Variante deines umfassenden Plans und viele Details fallen aus Platzgründen durch’s Raster. Mach dir die Mühe und formulier deine Geschäftsidee in Gänze aus. Eindampfen kannst du später immer noch.
• Der BMC/Pitch Deck bildet eine Momentaufnahme deiner Geschäftsidee ab, fokussiert sich immer wieder neu auf den Aspekt, der grad am wichtigsten ist, während ein Business Plan ein in sich „arbeitendes“ Dokument ist, was du ständig ergänzen, anpassen und weiterentwickeln kannst.

Auf die Plätze. Fertig. Los!

Ok. Du willst auch einen überzeugenden Businessplan?  Dann habe ich Good News für dich. Ich entwickle gerade Template, Kurs und Coachingangebote zum Thema Businessplan. Das findest du spannend? Dann trage dich hier in die Liste ein . Und ich informiere dich, sobald es Neuigkeiten gibt.

Businessplan Gastronomie: Ein hartes Stück Arbeit

Bettina Sturm ist Beraterin, Buchautorin und Bloggerin. Sie zeigt besonders Quereinsteigern, wie sie ihren #Lebenstraum Café oder Restaurant eröffnen verwirklichen und ein Business schaffen, das sie dann auch finanziell trägt. Sie lebt mit ihrer Familie in München und liebt third-wave Kaffee, Croissants und dunkle Schokolade. Und glücklicherweise denkt sie immer nur an gutes Essen.

JA, ICH WILL NICHTS MEHR VERPASSEN!

... und lernen, was ich wissen muss, damit ich als Quereinsteiger in der GASTRO erfolgreich gründe und bleibe. Her mit den Gründertipps und dem Newsletter!

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Bettina Sturm

GASTRO-BERATERIN, AUTORIN

Du bist Quereinsteiger in der Gastro? Jetzt willst du dir deinen Traum vom eigenen Café, Foodtruck oder Restaurant verwirklichen? Herzlich willkommen! Bei mir bist du goldrichtig.

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Bettina Sturm [email protected] Telefon: +49 173 876 9334

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> So sparst du Zeit, Geld und Nerven.

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