Businessplan Café: Wie du einen guten Plan erstellst

Mit einem gut sortierten Businessplan ein gemütliches und trendiges Café auf die Beine stellen, ist der beste Weg zu zufriedenen Gästen, Umsatz und Erfolg. Nicht nur die Wahl des Kaffee und der leckeren Kuchen oder Snacks steht dabei auf dem Programm. Auch Ambiente, Küchentechnik, Personal, Marketing und die Finanzen gilt es klar zu strukturieren.

Du suchst Businessplan Vorlagen und Muster?

Was ist ein businessplan und für wen brauche ich in der gastronomie einen businessplan.

Gastronomie ist harte Arbeit, auch wenn dein geplantes Café sehr klein ist. Umso wichtiger ist es, dass du dich vor der Existenzgründung eines Cafés mit allen relevanten Punkten beschäftigst, um später nicht überrascht zu werden.

In der Planungsphase ist daher ein Businessplan für dein neues Café hilfreich. Während der Erstellung hast du die Chance, dich mit allen Themen, angefangen von der Finanzierung bis hin zum konkreten Konzept für dein Lokal zu beschäftigen. Dafür geben wir dir hiermit ein Businessplan Muster  an die Hand.

Ein fertiger Businessplan kann auch sehr nützlich zur Vorlage gegenüber potentiellen Geschäftspartnern sein:

  • zur Beantragung von Finanzierungen oder Fördermitteln bei Banken,
  • Kooperationen und Kredite von Getränkelieferanten,
  • zur Beantragung des Gründungszuschusses bei der Arbeitsagentur,
  • bei Übernahme eines bestehenden Cafés.

Inhalte eines Businessplans für ein Café

Ein Businessplan hat diverse formelle und inhaltliche Anforderungen, die unabhängig davon gelten, ob du ein Café, einen Friseursalon oder einen Kiosk eröffnest. Wichtig ist deshalb vor allem, die einzelnen Punkte sehr individuell zu beleuchten und dein Konzept entsprechend der Branche klar zu beschreiben.

1. Zusammenfassung deines Café-Konzeptes

Dieser Teil des Businessplans ist eine Zusammenfassung aller Informationen zu dir als Gründer und deinem geplanten Café-Konzept. Am einfachsten lässt sich dieser Abschnitt formulieren, wenn der übrige Businessplan schon steht. So stellst du sicher, dass du keine wichtigen Informationen vergisst.

2. Gründerprofil

Gerade in der Gastronomie gibt es einige behördliche Voraussetzungen, die bei der Planung zu beachten sind. Die Kenntnis über behördliche Voraussetzungen ist aber nur die Basis. In diesem Kapitel musst du vor allem dafür sorgen, dass der Leser von dir als Gründer und zukünftigem Café-Betreiber überzeugt wird.

Berichte in diesem Abschnitt von deinen Stärken, die du mitbringst, um deinen Plan erfolgreich umzusetzen und ein gut laufendes Café zu betreiben. Verschweige aber nicht eventuelle Schwächen, sondern beschreibe, wie du planst diese für dein Geschäft zu beseitigen, etwa durch Weiterbildungen, Personal oder Berater.

3. Geschäftsidee und Zielgruppe

In diesem Kapitel des Geschäftsplans geht es nun endlich um deine konkrete Geschäftsidee. Stelle dabei deine Zielgruppe in den Mittelpunkt. Wen willst du mit deinem Café-Konzept insbesondere ansprechen?.

Beschreibe, wie das Konzept für dein Café ausehen soll. Welche Speisen willst du anbieten? Welche Besonderheiten wird es geben, wie etwa vegane Angebote, zuckerfreie Kuchen etc.?

Hast du schon eine Kaffeerösterei als Partner in Planung oder wirst du den Kaffee sogar selbst rösten? Beschreibe hier auch, welche saisonalen Unterschiede es bei Getränken und Speisen geben soll.

Erkläre hier auch gern schon besondere Abläufe, etwa wo der Kuchen bezogen werden soll, wie die Ausstattung und das Ambiente in deinem Café aussehen soll, sprich, was dich konkret vom Wettbewerb abhebt.

Hast du keine Idee, wie du das mit deinem eigenen Café angehen sollst, dann lohnt es sich bei den Franchisegebern mal umszuschauen. Hier gibt es ganz viele verschiedene Franchisekonzepte, welche du umsetzen kannst. Der Vorteil bei einem Franchising ist, dass du auf ein erprobtes Geschäftsmodell umsetzen kannst und dabei aktive Hilfe bekommst.

4. Markt und Wettbewerb

Der Markt des Gaststättengewerbes ist riesig. Laut dem DEHOGA Bundesverband gab es im Jahr 2019 rund 11.761 Cafés in Deutschland.

Deshalb ist es wichtig, dass du dich detailiert mit deinem geplanten Standort und dem dort vorhandenen Wettbewerb befasst. Nutze die Chance, sich genaue Gedanken dazu zu machen, wie der Wettbewerb rund um deinen Standort aussieht und wie du dich mit deinem Konzept davon abheben willst. Ist noch Bedarf in dem lokalen Markt oder gilt es bestehende Player mit einem besseren Konzept zu verdrängen, bzw. ihnen Marktanteile abzujagen.

5. Marketing und Vertrieb

Dieser Bereich ist besonders wichtig im Businessplan, schließlich nützt das schönste Café nichts, wenn es niemand kennt und dich zu wenig Gäste besuchen.

Überlege an dieser Stelle also genau, wie du es schaffen kannst, durch clevere Kooperationen und Werbemassnahmen auf dich aufmerksam zu machen. Zum Marketing gehört aber auch immer eine zur Zielgruppe und zum Wettbewerb passende Preisstrategie.

Beachte in deinem Marketing Konzept die wichtigsten Faktoren (4 P´s):

  • Produkt ( P roduct)
  • Preis ( P rice)
  • Standort ( P lace)
  • Werbung ( P romotion)

Beschreibe in dem Kapitel, wie du planst, auf dich aufmerksam zu machen, etwa mittels Social Media Aktionen wie einem eigenen Instagram Profil für das Café oder PR in lokalen Medien welche deine Zielgruppe konsumiert.

6. Unternehmensorganisation

Plane in diesem Teil deines Unternehmenskonzepts voraus, wie dein Café zukünftig organisiert werden soll. Wie viele Mitarbeiter wirst du in welcher Anstellungsart benötigen? Welche Aufgaben übernimmst du selbst und welche Produkte werden geliefert? Wie sollen deine Öffnungszeiten aussehen?

Zur Unternehmensorganisation gehört im Gastronomiebereich auch das Thema Recht. Für nahezu alle Existenzgründer im Gastrobereich gilt das Gaststättengesetz. Eine Konzession/ Gaststättenerlaubnis ist im Allgemeinen immer dann zwingend notwendig, wenn Alkohol ausgeschenkt, Essen zubereitet und am gleichen Ort verzehrt wird. Wird im Café kein Alkohol ausgeschenkt, ist je nach Bundesland zwar keine Konzession nötig, das Café gilt aber trotzdem als Gaststätte und unterliegt dann der Anzeigepflicht laut Gewerbeordnung. Auch bei solchen ggf. erlaubnisfreien Gaststätten gelten dann nach wie vor die Verordnungen des Gaststättengesetzes. Prüfe im Vorfeld also genau die Auflagen deines Bundeslandes und ob du eine Konzession benötigst.

Unabhängig von der Notwendigkeit einer Konzession sind weitere Vorschriften zu beachten, die zum Teil vom Veterinär- und Lebensmittelaufsichtsamt geprüft werden:

  • Unterweisung durch das Gesundheitsamt und Belehrung der Mitarbeiter nach dem Infektionsschutzgesetz (IfSG)
  • Räumlichkeiten inkl. Küche und Lager müssen den Anforderungen der EU-Verordnung zur Lebensmittelhygiene entsprechen. Mitarbeiter müssen zudem nach dieser EU-Verordnung geschult werden.
  • Verbrauchsfristen und Regeln zur Warenpflege (Lagerung, Kühlung) sind einzuhalten
  • Korrekte Abfallentsorgung
  • Verordnung zur Regelung von Preisangaben (Einhalten von Regeln zur Preiskalkulation der im Café angebotenen Produkte und transparente Kommunikation der Preise gegenüber dem Gast)

Zeige hier auf, dass du dich mit dem Thema im Detail auseinandergesetzt hast. Du solltest genau wissen, welche rechtlichen Vorschriften auf dich zukommen und wie du planst, diese in deinem Café umzusetzen.

7. SWOT Analyse

In diesem Kapitel liegt der Fokus auf der Bewertung der Stärken, Schwächen, Chancen und Risiken (auf englisch SWOT) deines Unternehmens. Zeige hier vor allem auch auf, wie du mit Hilfe deiner Stärken die Risiken mildern und die Chancen optimal nutzen willst.

8. Finanzierung

Neben dem Konzept für dein Café ist die finanzielle Planung einer der wichtigsten Businessplan Inhalte . In diesem Zahlenteil des Businessplans kannst du die finanzielle Entwicklung deines Cafés, von der kostenintensiven Startphase bis hin zum Verlauf der nächsten Jahre planen.

Falls du für den Start deines Cafés Fremdkapital benötigst, prüfe vorab auch, ob ein Bankkredit die einzige Möglichkeit für dich ist oder ob du Kredite/ Kommisionen auch durch Verträge  mit Getränkelieferanten erhalten kannst. Werde kreativ. Teilweise verwenden Cafés auch Designermöbel zur Ausstattung, die vom Label selbst gestellt werden und dann auch in deinem Lokal direkt gekauft werden können.

Du musst du unbedingt prüfen, ob du staatliche Zuschüsse oder Fördermittel beantragen kannst. Schliesslich solltest du bei der Planung alle relevanten Investitionen und laufenden Kosten bedenken.

Dabei sollten sowohl einmalige Gründungskosten als auch laufende Kosten bedacht werden. Einige Beispiele zu planender Kosten:

Einmalige Ausgaben

  • Ausstattung des Gästebereichs im Café (Bestuhlung, Tische, Dekoration)
  • Ggf. Renovierungskosten
  • Ausstattung der Theke, inkl. Geräte wie Kaffeemaschine etc.
  • Kücheneinrichtung
  • Ausstattung für Service (Teller, Besteck, Gläser)
  • Erstellung einer Webseite sowie weitere Marketingmaßnahmen
  • Design eines Logos und der Speisekarten
  • Gebühren für Genehmigungen

Laufende Ausgaben

  • Miete für die Räumlichkeiten des Cafés
  • Gehälter
  • Wareneinkauf
  • Gebühren (z.B. GEMA)
  • Dein eigenes Gehalt und anfallende Kosten wie Kranken- und Pflegeversicherung
  • Versicherungen
  • Ausgaben für Werbung

Dank unserem Businessplantool schneller ans Ziel

Aus den vielen Businessplan Beispielen können Sie sich händig einen Businessplan für Ihr Café erstellen. Noch einfacher geht es über unser Businessplan Tool. Darin finden Sie zahlreiche Textbausteine, die schon fertig sind und nur darauf warten, individuell auf Ihr Konzept angepasst zu werden. Im Ergebnis erhalten Sie einen fertig formatierten, umfassenden Businessplan. Und das kostenlos.

Zu unserem Businessplan-Tool

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Home » Café Blog » Businessplan Café: was muss alles rein und wie du ihn erfolgreich schreibst [mit Vorlage]

Businessplan Café: was muss alles rein und wie du ihn erfolgreich schreibst [mit Vorlage]

Das Thema Businessplan Café ist für viele ein Angstgegner. Dabei hilft er dir mit Struktur als gutes Tool bei Deiner Café Gründung. 

  • von Thomas Kloppenborg

Businessplan Café: alles was du zum Thema wissen solltest, wenn du ein eigenes Café gründen willst, haben wir dir hier aufbereitet

Teile den Artikel 

Das Thema Businessplan Café ist gerade für die Gründung Deines eigenen Geschäfts ein ganz wesentliches Instrument. Leider ist die Erstellung eines Café Business Plan für viele aber auch eine Aufgabe, vor der sie Angst haben. Und das, obwohl das mit den richtigen Tipps und Tricks gar nicht so schwer ist. Die Angst können wir Dir also nehmen. Natürlich sollte der Businessplan für Cafés ordentlich und gewissenhaft erstellt werden, aber das ist mit einem guten Beispiel und einer Vorlage kein Problem. Und die Erstellung kann sogar Spaß machen. Zudem hilft dir dein Businessplan tatsächlich super während der Gründung. Wie genau Du einen schreibst und was alles rein sollte, damit Dein Businessplan erfolgreich und hilfreich ist, erfährst Du hier. 

Inhaltsverzeichnis

Businessplan café: warum, was und wie.

Wir haben uns in den vorherigen Artikeln ausgiebig mit dem Thema „ Café Eröffnung “ beschäftigt. Gedankliches Pingpong exerziert, Worst- und Best-Case-Szenarien abgespult und wir könnten noch länger um den heißen Brei scharwenzeln, aber das ist absolut unbefriedigend!

Skippen wir also zu dem Teil und stellen uns dem Businessplan für eine Café Gründung. Auch wenn es sich anfühlt wie ein verfrühter Endgegner, ist aber diese erste Hürde überwunden, dann ist ein großer Stein schon mal in Wallung geraten. Also, los geht’s!

Falls Du doch mehr lesen willst:

  • Die Checkliste zum Café eröffnen als Schritt für Schritt Anleitung
  • Worauf du achten solltest, wenn du ohne Erfahrung ein eigenes Café aufmachen willst

1. Warum solltest Du einen Café Businessplan schreiben?

Fangen wir erst einmal bei Dir selbst an: Du hast eben diese Idee, Vorstellung, Traum … diese mutieren schnell zu Illusionen, Luftschlössern und Utopien, die mehr frustrieren als motivieren. Genau hier fängt es an – schaffe Dir einen Überblick von dem, was Dir wichtig ist. Sortier Deine Gedanken und Ideen. Was macht DEIN Café besonders? Wie viel Geld gedenkst Du zu verdienen? Und vor allem: stell Dir vor, Du musst Dein Vorhaben einem Kleinkind erzählen. Halte es einfach und nachvollziehbar. Genau das ist die Aufgabe eines Businessplan für Cafés. Damit erreichst Du dann auch alle anderen …

2. Für wen genau schreibst du Deinen Café Businessplan?

Der Investor/Geldgeber will wissen, worin investiert/finanziert wird. Es geht hier um Sicherheit. Der Makler/Verpächter will ebenfalls eine Sicherheit, ob Dein Café Konzept zum Gebäude und der Lage passt. Die Handwerker/Ladenbauer müssen einen Plan aufsetzen, wie die Einrichtung und die Räumlichkeiten zur Unternehmung passen. Die Lieferanten müssen ebenfalls gebrieft sein, damit die Zutaten/Produkte auch zu Deinem Angebot passen. Schlussendlich müssen Du und Dein zukünftiges Team wissen, was gemacht werden soll und vor allem wie. Ganz schön viele Fragen … hier haben wir aber alles schon sortiert und strukturiert aufgesetzt.

3. Wie solltest Du den Café Businessplan schreiben?

Ein Businessplan ist wie eine Geschichte oder ein Buch, das einen direkt „mitnehmen“ soll. Würdest Du Dir etwas anschauen oder Dich mit etwas befassen, was Dich nicht anspricht oder Dein Interesse weckt? Warum sollte es demjenigen anders gehen, der Dich bei Deinem Vorhaben unterstützen soll? Gut strukturiert lässt es sich leichter für Dich „aufbauen“ und schlussendlich für Dein Gegenüber nachvollziehen, was genau Deine Café Idee ist. Denn genau das ist der Inhalt des Businessplans. Welche Detail rein gehören, erfährst Du weiter unten. 

4. Was ist der Unterschied zwischen einem Café Konzept und einem Business Plan?

Der Businessplan für ein Café wird gerne auch mit dem Café Konzept verwechselt. Beide sind eng miteinander verwandt, werden aber durchaus unterschiedlich genutzt. Ein gutes Café Konzept und auch ein starker Businessplan legen die Grundlage für Deinen Erfolg. Das Konzept für Dein Café beschreibt auf kreative Art und Weise, was Du Dir für Dein eigenes Café vorstellst. Deine Vision, Atmosphäre, Identität, Zielgruppe usw. Das Konzeptpapier gibt Dir selbst Halt und Struktur. Der Businessplan zum Café gründen beinhaltet über das Konzept hinaus auch noch finanzielle Kennzahlen, Ziele, Risiken, Marktinformationen und Gewinnprognosen. Der Businessplan ist insbesondere dafür gedacht, Investoren von Deiner Café Idee zu überzeugen. Ganz simpel der Plan für Dein Café Business.

Wie der Café Businessplan konkret aussieht

Der Businessplan für eine Café Gründung ist ein strukturiertes Dokument, das mehrere Themen beinhaltet, um Dein Vorhaben klar und deutlich zu beschreiben. Zum Einen formulierst Du klar Deine Café Idee, damit sie andere verstehen. Zum Anderen beschreibst Du das Marktumfeld und wie Du Deine Idee umsetzen willst. Im Prinzip geht es darum, Deine Idee nachvollziehbar zu formulieren. Deshalb kommt alles in Deinen Businessplan, was dafür notwendig ist und Dir hilft, die wichtigsten Personen, wie Geldgeber, von Deinem Vorhaben zu überzeugen. Hier haben wir Dir eine mögliche inhaltliche Struktur aufgebaut. 

Café Gründung Businessplan: ein strukturiertes Dokument, das Deine Idee ausführlich und gut verständlich beschreibt

TEIL 1: Struktur und Aufbau des Café Business Plan

sieht gut aus und macht einen ordentlichen Eindruck | Es ist wie ein passendes Outfit, mit dem DU DICH wohl fühlst und repräsentierst

INHALTSVERZEICHNIS

gibt eine Übersicht und hilft Dir, die Punkte aufzubereiten | und es gibt Deinem Vorhaben eine Struktur

Formalität, die Dich identifiziert | Name, Anschrift, Kontakt

Kurz und Knapp: Gründer, Vorhaben, Standort, Firmenname & Rechtsform, Start, Kapitalbedarf (Investitionssumme), Finanzierung (Eigen- & Fremdkapital), Umsatz- und Rentabilitätsvorschau*

TEIL 2: Businesspoints in Deinem Plan

Unternehmen.

Beschreibe Dein Vorhaben (Café, Cafébar, Bistro etc. / Produkte, USP, Service, Zielgruppe / Ziele)

ANTRIEB/PROFIL

Warum willst Du Dich verwirklichen (Idee, Antrieb, Perspektive, Qualifikation, Erfahrungen)

UNTERNEHMENSFORM

welche Rechtsform soll es werden. Bist Du alleine oder in einer „Gesellschaft“ mit definierten Verantwortungsbereichen? Gibt es Aufgabenbereiche, die genau bestimmt sind? Diese Punkte sollten im Vorfeld definiert sein, damit es später nicht zu ungewollten Missverständnissen kommt.

MARKTANALYSE UND UMFELD

Schätze das Segment ein, Mitbewerber/Wettbewerb, Zielgruppen-Analyse (abhängig von Standort und Angeboten), Trends, Entwicklung und Bedürfnisse

MARKETING / VERTRIEB

definiere die Preis- und Produktrange (High-, Mid- oder Lowcost Segment), Aufgreifen der Idee und des Konzept um zielgerichtet Strategien auszuarbeiten (Print, Social Media, Instore), Entwicklung der persönlichen Kommunikation (Aufbau CI & CD) 

PRODUKTE / ANGEBOT

abhängig vom Angebot und der Warengruppe wird die Produktion und Etablierung der Produkte definiert 

braucht Dein Café viel Platz? Oder eine gut frequentierte Lage? Laden-/Raumgröße, Stell-Lagerflächen und/oder Produktionsflächen, Aussenbereiche … vorhandene Gerätebasierende Infrastruktur (Abluft, Abwasser, Fettabscheider etc.). benötigst Du speziell Anforderung an den Bebauungsplan oder das Nutzungsrecht der Immobilie?

BETRIEBSFÜHRUNG / PROZESSE

Öffnungszeiten und Geschäftsablauf

PRODUKTION / WARENBEZUG

ebenso hat das Produktangebot direkten Einfluss auf die Gerätschaften (Küche, Lager, etc.). Wird selbst hergestellt oder braucht es Kapazitäten für Convenience …?

RISIKOANALYE

Markenrechte sichern, Haftungsausschlüsse, Personalmangel …

Bedarfsanalyse, Planung und Personalmanagement, Schulungsmaßnahmen …

FINANZWIRTSCHAFTLICHE PLANUNG

im ersten Teil hast Du schon eine grobe Kalkulation bzw. eine Umsatz-Prognose erstellt. Diese wird an dieser Stelle detaillierter ausfallen. … TIP: Mache diese Kalkulation zuerst und setze dann die „Endsummen“ Prognose aus der Berechnung in den Teil „STRUKTUR & AUFBAU”*

*Der Punkt mit der Finanzierung und Umsatzprognose (Rentabilitätsvorschau) ist tatsächlich etwas kniffliger. Aber auch das ist kein Hexenwerk. Versuche eine mögliche Umsatzentwicklung Deines Vorhabens aufzustellen, damit Du einen Anhaltspunkt hast, mit dem Du und Dein Finanzberater/Bänker/Investor im späteren Verlauf kalkulieren könnt.

TEIL 3: Der Anhang zu Deinem Business Plan fürs Café

In den Anhang kommen weitere wichtige Unterlagen, wie Bauzeichnungen, detaillierte Berechnungen und alles, was eventuell noch wertvoll in einer Diskussion mit interessierten Personengruppen ist. Auch Bilder, Rezepte und was auch immer Du denkst, dass Du sinnvoll zum Businessplan für Dein Café beilegen solltest.

Café eröffnen Businessplan wertvolle Tipps beim schreiben

Was Dir auch noch helfen kann: 

  • Welche verkaufsfördernden Maßnahmen in der Gastro gerne eingesetzt werden
  • Café Franchise als Möglichkeit ein eigenes Café zu eröffnen 

Welchen Umfang sollte Dein Café Business Plan haben?

Eines Vorweg: Es muss kein Café Gründung Businessplan Roman werden! Auf den ersten Blick mag der Umfang viel aussehen. Das Wichtigste ist, dass Du die Themen und Kapitel angehst und die wichtigsten Inhalte rein schreibst. 10 Seiten können schon vollkommen ausreichen, um die Inhalte ausreichend zu beschreiben. Außerdem kannst Du auch mit Bildern und Zeichnungen arbeiten. Die geben Deinem Businessplan durchaus das gewisse Etwas. Und lass gerne mal jemanden gegenlesen, ob den Personen was fehlt oder ob Fragen aufkommen. Falls Du Fragen hast, oder Unterstützung in Form einer Gastro Beratung möchtest, kannst Du uns auch gerne über den Button unten eine Anfrage schicken. Wir helfen Dir gerne weiter. 

Kostenlose Café Businessplan Vorlage von mamfito

Wir haben Dir hier eine kostenlose Businessplan Cafe Vorlage hinterlegt, die Dir hilft diese Punkte einfach zu erfassen. Damit bekommst Du auch gleichzeitig ein Beispiel, wie ein Businessplan Muster aussehen sollte. Es liegt jetzt an Dir, Deinen persönlichen Startpunkt für Deine Café Gründung zu setzen! An sich gibt’s jetzt keine Ausreden mehr … 

FAZIT: Der Businessplan für ein Café ist kein schwerer Endgegner, sondern ein super Tool, das Dir Struktur gibt

Der Businessplan für Dein Café ist für viele in der Tat erstmal der Endgegner, der Angst macht. Am Ende ist der Businessplan aber auch nur eine kleine weitere Aufgabe, auf Deinem Weg zum eigenen Café. Und tatsächlich hilft Dir die Übung, Deine Gedanken und Ideen zu strukturieren und professionell aufzubereiten. Insbesondere auch, um damit dann später mögliche Investoren von Deiner Café Idee zu überzeugen. Und auch, um mit anderen wichtigen Personengruppen und Lieferanten in Gespräche zu gehen, während Du Dein Café aufbaust. Du wächst mit der Aufgabe und ehrlich gesagt, ist es am Ende eigentlich auch nur ein Runterschreiben der Punkte, die Du ohnehin bearbeiten musst, um ein Café erfolgreich zu eröffnen. Wenn Du möchtest, kannst du auch gerne unsere kostenlose Café Businessplan Vorlage nutzen. 

Was auch interessant für Dich sein könnte: 

  • Wie gute Gastronomie Werbung geht
  • Online Marketing in der Gastronomie: was es alles zu wissen gibt
  • Digitalisierung in der Gastronomie 

Weitere Infos und Links zum Thema

Alles weitere Rund um die Gastronomie findest du auf unserem  Gastronomie Blog . 

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Café eröffnen Kosten und Startkapital - das ist für viele eine schweres Thema vor dem sie Angst haben. Wir haben hier alle Kostenpunkte aufgeführt, die es dir leicht machen, eine Café aufmachen Kosten Kalkulation durchzuführen.

Café eröffnen Kosten: Womit du rechnen musst und wie du dein Startkapital kalkulierst

business plan für ein cafe

Ein eigenes Café eröffnen: Erfahrungen und Tipps von einem erfolgreichen Gründer

Verpass keine infos.

Schreib Dich in unseren Newsletter ein und erfahre als erstes, wenn es neue Artikel und Informationen zum Thema Gastronomie gibt. 

Café eröffnen: Eiscafé, Coffeeshop oder Kaffee-Bike? Es gibt viel zu beachten!

Sie träumen schon lange davon, Ihr eigenes Café zu eröffnen? Sie haben ein Faible für Kaffee und Kuchen, sind kommunikativ und serviceorientiert und wollen den Schritt in die Selbstständigkeit nun endlich wagen? Wir zeigen Ihnen, worauf es dabei ankommt. Denn neben zu beachtenden Vorschriften und nötigen Behördengängen brauchen Sie vor allem ein überzeugendes Geschäftskonzept und einen tragfähigen Businessplan, wenn Sie Ihr Café eröffnen und erfolgreich führen wollen.

Lesen Sie, welche Voraussetzungen Sie erfüllen müssen, wenn Sie ein Café eröffnen wollen. Schritt für Schritt leiten wir Sie von Ihrer Geschäftsidee zum individuellen Konzept und unterstützen Sie mit praktischen Online-Tools bei der Erstellung von Business- und Finanzplan. Alle wichtigen Punkte der Existenzgründung behalten Sie mit unserer kostenfreien Checkliste im Blick.

business plan für ein cafe

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.

business plan für ein cafe

Einfach den Businessplan schreiben - Gliederung, Leitfragen und Beispiel inklusive.

business plan für ein cafe

Der Finanzplan zeigt den Kapitalbedarf für die Bäckerei-Gründung auf.

business plan für ein cafe

  • Trotz Schufa-Eintrag möglich
  • Einfacher Antrag ohne Businessplan
  • Auszahlung innerhalb von 24h

icon checkliste

Die Checkliste hilft Ihnen dabei, alle wichtigen Punkte auf dem Weg zur Gründung zu beachten.

  | Kaffeevielfalt und Qualität: das eigene Café liegt im Trend

Backsendungen im Fernsehen zeigen, dass „Kuchen backen“ wieder voll im Trend ist. Dabei müssen es nicht unbedingt aufwändig gestalteten Motivtorten sein – auch der gute alte Pflaumenkuchen oder die Käse-Sahne-Torte nach Großmutters Rezept trifft noch immer die Geschmacksnerven zahlreicher Café-Gäste. Von der Vielzahl verschiedener Kaffeevariationen und -alternativen ganz zu schweigen! Laut dem Tchibo Kaffeereport 2018 trinken die Deutschen im Schnitt täglich 3,4 Tassen Kaffee. Mit 3,7 Tassen pro Tag sind die Altersgruppen der Generation X (40 bis 54 Jahre) und die Best Ager (55 bis 75 Jahre) die Spitzenreiter unter den Kaffeetrinkern. Der tägliche Genuss von Kaffee und Kuchen scheint besonders im Osten Deutschlands beliebt: In Thüringen kommen Kaffee und Kuchen bei 21 Prozent der Kaffeetrinker jeden Nachmittag auf den Tisch, in Nordrhein-Westfalen immerhin noch bei 7,7 Prozent. Potenzial ist also auch für Ihr Café da.

Ganz entscheidend ist es aber, ein konkurrenzfähiges Geschäftskonzept auszuarbeiten, bevor Sie Ihr Café eröffnen. Finden Sie Ihre Nische – z. B. mit einem trendigen Cup-Cake-Café, einer stylischen Kaffee-Lounge oder einem mobilen Coffee-Bike – und arbeiten Sie einen tragfähigen Businessplan aus, damit Ihr Traum vom eigenen Café nicht an der Finanzierung scheitert.

Der Traum von der Selbstständigkeit im eigenen Café

Eine besondere Berufsausbildung, z. B. als Barista oder Konditor, brauchen Sie für die Eröffnung eines Cafés nicht. Dennoch sollten Sie nicht blauäugig in die Selbstständigkeit starten. Fehleinschätzungen sowie mangelndes fachliches und kaufmännisches Wissen führen nicht selten zur Insolvenz. Eignen Sie sich fehlendes Wissen frühzeitig durch Fachliteratur und den  Besuch von Existenzgründungsseminaren  an. Entsprechende Kurse bieten u.a. die Industrie- und Handelskammern (IHK) sowie – speziell für das Gaststättengewerbe – der Deutsche Hotel- und Gaststättenverband (DEHOGA) an. Zudem müssen Sie sich mit den relevanten Vorschriften der Gastronomie, allen voran der Lebensmittelhygiene, auseinandersetzen.

  | Eigenes Café mit eigenem Konzept oder Franchise?

Sie haben für Ihr Café kein individuelles Konzept, das Sie selbst so richtig überzeugt? Vielleicht ist dann  Franchise die passende Alternative für Sie. Eiscafés, Coffee-Bikes, Waffel-Bikes und andere gastronomische Konzepte können Sie mit Franchisesystemen eröffnen. Als Franchisenehmer setzen Sie auf ein erprobtes und bereits am Markt etabliertes Geschäftsmodell. Die Vorteile der Franchisegründung sind klar: Gegen eine Gebühr können Sie als Franchisenehmer auf bewährte Strategien, Know-how und die Marketingkonzepte des Franchisegebers zurückgreifen. So können Sie zügig Ihr Café eröffnen und müssen sich nicht um den Aufbau von Markenbekanntheit und Image kümmern.

Nutzen Sie unsere kostenfreie Franchisebörse! Bestimmt ist hier schon ein passendes Geschäftskonzept für Sie dabei.

  | Sind Sie ein Unternehmertyp? Identifizieren Sie Ihre Stärken und Schwächen!

Welche Voraussetzungen bringen Sie für eine erfolgreiche Existenzgründung im Gastronomie-Bereich mit? Bevor Sie mit den Planungen Ihrer Café-Eröffnung starten, analysieren Sie Ihre eigenen Stärken und Schwächen: Finden Sie heraus, wo Ihre Potenziale und wo Risiken liegen! So können Sie schon vor der Eröffnung Ihres Cafés gezielt Schwerpunkte setzen, erfolgskritische Aspekte im Auge behalten und ggf. passende Unterstützung durch Partner, Mitarbeiter oder Berater an Bord holen.

Mit unserem kostenfreien Gründer-Test analysieren Sie anhand von 30 Fragen Ihre Stärken und Schwächen und erkennen Chancen und Risiken. Nachfolgend zeigen wir Ihnen zentrale Aspekte aus dem Gründer-Test, die Sie berücksichtigen sollten, bevor Sie Ihr Café eröffnen:

Persönlichkeit: Als künftiger Gastronom sollten Sie kommunikativ, verantwortungsbewusst, kontaktfreudig, serviceorientiert und freundlich sein. Zudem helfen Ihnen Persönlichkeitsmerkmale wie Leistungsbereitschaft, Belastbarkeit, Selbstvertrauen, die Fähigkeit zur Selbstmotivation, eine gewisse Risikotoleranz und der souveräne Umgang mit Stress und Rückschlägen, Ihr Café erfolgreich zu führen.

Motivation: Horchen Sie einmal tief in sich hinein und machen Sie sich bewusst, warum Sie sich selbstständig machen und ein Café eröffnen wollen:

  • Träumen Sie schon lange von Ihrem eigenen Café oder ist es nur eine spontane Idee?
  • Wollen Sie sich mit Ihrem eigenen Café selbst verwirklichen?
  • Sind Sie auf der Suche nach einer beruflichen Veränderung oder ist die Existenzgründung in der Gastronomie ein Ausweg aus der Arbeitslosigkeit?
  • Wünschen Sie sich ein höheres Einkommen oder wollen Sie sich mit dem eigenen Café nebenberuflich ein zweites Standbein aufbauen?
  • Hoffen Sie, Familie und Beruf als Unternehmer besser unter einen Hut zu bekommen?

Machen Sie sich auch deutlich, dass die Selbstständigkeit finanzielle, persönliche und zeitliche Einschränkungen mit sich bringt:

  • Haben Sie genügend finanzielle Rücklagen, um Ihr Café zu eröffnen und ggf. auch längere Zeit mit geringen Einnahmen zu überstehen?
  • Sind Sie motiviert, überdurchschnittlich viel Zeit und Arbeit in Ihr Café zu investieren?
  • Geben Ihnen Partner und/oder Familie Rückhalt?

Qualifikation: Eine bestimmte berufliche Qualifikation – beispielsweise eine Ausbildung als Konditor oder Barista – brauchen Sie nicht, wenn Sie ein Café eröffnen wollen. Ganz ohne Erfahrungen in der Gastronomie, kaufmännische und betriebswirtschaftliche Kenntnisse sollten Sie aber nicht in die Selbstständigkeit starten. Lesen Sie Fachliteratur, besuchen Sie Kurse und Existenzgründerseminare! Und ergänzen Sie fehlende eigene Kompetenzen mit qualifiziertem Personal und/oder erfahrenen Partnern, mit denen Sie gemeinsam Ihr Café eröffnen.

  | Welche Vorschriften sind bei der Cafégründung zu beachten?

Vorschriften und Genehmigungen sind ein weites Feld in der Gastronomie. Haben Sie sich schon mit der Gaststättenerlaubnis und den Hygienevorschriften befasst? Um diese Themen kommen Sie nicht herum, wenn Sie ein Café eröffnen wollen:

Gaststättenkonzession: Kaffee mit Amaretto? Heißer Kakao mit Rum oder ein Schlückchen Cognac im Latte Macchiato? Schenken Sie Alkohol aus, brauchen Sie gemäß Gaststättengesetz (§2 GaststättenG) in den meisten Bundesländern für Ihr Café eine Gaststättenkonzession. Um diese zu erhalten, müssen Sie beim Ordnungsamt Ihre persönliche Zuverlässigkeit und Ihre fachliche Eignung nachweisen. Dazu brauchen Sie ein polizeiliches Führungszeugnis, einen Auszug aus dem Gewerbezentralregister, eine Unbedenklichkeitsbescheinigung des Finanzamts und eine Bescheinigung über die Erstbelehrung durch das Gesundheitsamt (§ 43 Abs. 1 Nr. 1 Infektionsschutzgesetz).

Zudem müssen Sie an einer Gaststättenunterrichtung der Industrie- und Handelskammer (IHK) teilnehmen, sofern Sie nicht durch Ihre Ausbildung (z. B. als Koch) bereits mit lebensmittelrechtlichen Vorschriften vertraut sind. Für die Gaststättenerlaubnis brauchen Sie außerdem den Miet-, Pacht- oder Kaufvertrag der künftig als Café genutzten Räumlichkeiten. Diese müssen den landesrechtlichen Vorschriften für das Hotel- und Gaststättengewerbe entsprechen.

Toilettenpflicht: Sobald Sie alkoholische Getränke ausschenken, müssen Sie Ihren Gästen auch Toiletten anbieten. Ansonsten ist die Toilettenpflicht in den jeweiligen Bundesländern unterschiedlich geregelt. Sind Sie von der Toilettenpflicht befreit, müssen Sie Ihre Kunden am Eingang des Cafés darauf aufmerksam machen, dass Sie keine Kundentoiletten haben. Gibt es aber Toiletten, müssen diese für Männer und Frauen getrennt sein und über Vorräume mit Waschbecken verfügen.

Unser Tipp: Auch wenn Sie nicht dazu verpflichtet sind, sollten Sie in Ihrer Wunsch-Immobilie Platz für Kundentoiletten – möglichst sogar barrierefreie – einplanen. Schließlich möchten Sie ja allen Gästen den Aufenthalt in Ihrem Café so angenehm wie möglich machen. Prüfen Sie vor dem Abschluss des Kauf-, Miet- oder Pachtvertrags nicht nur die räumlichen Gegebenheiten, sondern auch die Bau- und Brandschutzvorschriften.

Außengastronomie: Wollen Sie Ihre Gäste auch draußen bewirten? Dann brauchen Sie eine erweiterte Gaststättenerlaubnis und eine Sondernutzungserlaubnis für die Außengastronomie Ihres Cafés. Je nachdem wie viele Sitzplätze Sie in der Außengastronomie anbieten, benötigen Sie zusätzlich eine Genehmigung des Bauaufsichtsamts .

Hygiene: Als Gastronom sind Sie zur Eigenkontrolle der Lebensmittelhygiene verpflichtet. Darunter fallen Maßnahmen zur Küchenhygiene und Schädlingskontrollen ebenso wie die Personalhygiene – vom regelmäßigen Händewaschen bis zur Meldung von Durchfallerkrankungen. Zudem müssen Sie Ihr Personal zu den Hygienevorschriften schulen. Entsprechende Lebensmittelhygiene-Schulungen können in der Regel beim Gesundheitsamt absolviert werden.

Nicht vergessen: Denken Sie auch daran, dass sowohl Sie als auch Ihre Mitarbeiter Gesundheitszeugnisse brauchen. Diese erhalten Sie beim Gesundheitsamt .

  | Entwickeln Sie ein erfolgreiches Geschäftsmodell für Ihr Café!

Ein individuelles Geschäftskonzept, mit dem sich Ihr Café von der Konkurrenz abhebt, ist ein wichtiger Erfolgsfaktor. Befassen Sie sich daher sorgfältig mit den folgenden Punkten, wenn Sie Ihr Geschäftsmodell prüfen :

Welche Qualifikationen, Kenntnisse und Kompetenzen bringen Sie als Gründer mit? Haben Sie Erfahrung in der Gastronomie? Wo liegen Ihre persönlichen Stärken und Schwächen?

#2 Geschäftsidee

Gemütliches Straßencafé, trendige Kaffee-Lounge, Coffee-Shop, Confiserie, Teehaus, Internet-Café, klassisches Eiscafé oder das Stehkaffee für den schnellen Kaffee zwischendurch? Oder vielleicht lieber mobile Varianten wie Coffee-Bike oder Pop-Cake-Truck? – Seien Sie kreativ, wenn Sie sich mit einem eigenen Café selbstständig machen wollen. Entwerfen Sie ein einzigartiges Konzept für ein Café, das durch überzeugende Alleinstellungsmerkmale seine eigene Nische findet.

Das können Besonderheiten wie die samtpfotigen „Mitarbeiter“ eines Cats-Cafés oder die Spezialisierung auf bestimmte Produkte (z. B. Fairtrade-Kaffee, Kaffeealternativen auf Matchabasis oder Tee aus zertifiziertem Anbau) und Rezepte (z. B. „Omas Apfelstrudel“, „Belgische Waffeln in allen Variationen“ oder „Heikes vegane Kuchen“) sein. Auch das Ambiente Ihres Cafés kann zum entscheidenden Alleinstellungsmerkmal werden.

Stimmen Sie Stil, Einrichtung und den Namen Ihres Cafés auf Ihr Konzept ab! Überlegen Sie sich, welche Getränke Sie anbieten wollen und ob es ausschließlich Kuchen und Torten oder auch herzhafte Snacks und warme Speisen geben soll. Auch besondere Angebote wie Frühstücksbuffet, Kaffee-Flatrate, Bergische Kaffeetafel, Kaffeerösterei oder Barista-Workshops können wichtige Differenzierungsmerkmale Ihres Cafés sein.

#3 Zielgruppen

Wer sind Ihre Kunden? Wollen Sie junge Leute aus der nahe gelegenen Uni in Ihr Café locken oder lieber älteres, zahlungskräftiges Publikum anziehen? Analysieren Sie zentrale demografische Eigenschaften inklusive des Freizeitverhaltens Ihrer Zielgruppe! Was mag die Zielgruppe ? Welchen Kundennutzen hat das Angebotspaket Ihres Cafés?

#4 Markt & Wettbewerb

Suchen Sie die Cafés Ihrer lokalen Mitbewerber auf und testen Sie deren Angebot, bevor Sie Ihr eigenes Café eröffnen. Wie groß ist der Markt und wie viele Mitbewerber gibt es? Google Maps liefert Ihnen für die erste Wettbewerbsanalyse in Ihrem bevorzugten Gebiet sicherlich gute Ergebnisse. Neben der Anzahl sind auch die Konzepte der Wettbewerber wichtig.

Unser Tool zur Konkurrenzanalyse hilft Ihnen, die Konzepte Ihre Mitbewerber zu beurteilen und Stärken und Schwächen zu erfassen.

#5 Preis & Strategie

Die Preiskalkulation ist für viele Gründer ein schwieriges Thema. Um realistische Preise kalkulieren zu können , müssen Sie zunächst Ihre Ausgaben analysieren. Gründungs- und Anschaffungskosten (u.a. für Genehmigungen, Corporate Design und die Einrichtung Ihres Cafés) und laufende Kosten (wie Pacht und Gehälter) müssen Sie bei der Preisfindung berücksichtigen, damit Ihr Café kostendeckend arbeitet, Sie Ihre Angestellten bezahlen und sich selbst einen Unternehmerlohn auszahlen können, für den sich die Selbstständigkeit lohnt. Darüber hinaus sollten Sie die Preise Ihrer Mitbewerber und Branchenkennzahlen kennen und in Ihrer Preisstrategie berücksichtigen.

#6 Marketing & Vertrieb

Werbung, Kundenakquise und Kundenbindung sind weitere zentrale Erfolgsfaktoren für Ihr Café. Machen Sie sich bei der Geschäftsmodellentwicklung bereits Gedanken, welche Marketingkanäle Sie nutzen wollen und wie Sie aus einmaligen Kunden Stammgäste machen. Beginnen Sie mit der Werbung schon bevor Sie Ihr Café eröffnen – beispielsweise mit Eröffnungsangeboten oder Gutscheinen für einen Gratis-Kaffee.

#7 Einnahmen

Definieren Sie Ihre unterschiedlichen Einnahmequellen nach einzelnen Angeboten (alle Posten Ihrer Speisekarte). Schätzen Sie die Anzahl Ihrer potenziellen Kunden (z. B. anhand von Branchenkennzahlen), deren Besuchsfrequenz und die Summe, die sie im Durchschnitt in Ihrem Café ausgeben werden, realistisch ein. Vergessen Sie nicht ihren Gewinn und die Mehrwertsteuer im Endpreis zu berücksichtigen! Wir bieten Ihnen ein spezielles Tools für die Preiskalkulation in der Gastronomie .

#8 Laufende Betriebskosten - operative Kosten

Bedenken Sie in der Konzeption, welche laufenden Kosten ein Café verursacht. Dabei sind die wichtigsten Kostenarten:

  • Wareneinsatz: Einkauf von Lebensmitteln, Kaffee, Tee, Softdrinks, Zutaten und Getränken
  • Miete und Pacht, was von Größe und Standort Ihres Cafés abhängt. 
  • Personalkosten: Löhne und Gehälter für Mitarbeiter in Küche, Theke und Service

Diese Kosten müssen durch die Preise Ihrer Speisen und Getränke gedeckt werden.

#9 Ressourcen

Wie viel Kapital brauchen Sie für die Eröffnung Ihres Cafés? Wie viel Eigenkapital haben Sie? Denken Sie aber auch an weitere Ressourcen wie Lieferanten und vor allem Personal, denn was wäre ihr Café ohne Ihre Mitarbeiter? Sie sorgen dafür, dass sich Ihre Gäste wohlfühlen. Schenken Sie der Personalauswahl daher große Aufmerksamkeit.

Die optimale Kasse optimiert die Abläufe in Ihrem Café. Informieren Sie sich über Kassensysteme für Gastronomen.

Gründertest und Geschäftsmodell ganz einfach online

Gruendertest

Wer noch ganz am Anfang der Existenzgründung steht, sollte zunächst die eigenen Stärken und Schwächen kennen. Dabei hilft die der Gründer-Test.

business plan für ein cafe

Ist meine Idee auch wirklich gut und habe ich an alles gedacht? Prüfen Sie Ihr Geschäftsmodell anhand der kritischen Faktoren ganz einfach online.

  | Business- und Finanzplan: Die Detailplanung für Ihr Café

Im Businessplan arbeiten Sie Ihr Geschäftsmodell nun als nächstes detailliert aus. Hier konkretisieren Sie Ihre Idee und unterziehen sie einer ersten kritischen Prüfung. Dazu gehört auch das Zahlenwerk, das Sie im Finanzplan festhalten . Nehmen Sie sich hierzu ausreichend Zeit, denn Business- und Finanzplan sind die entscheidenden Planungsinstrumente, die Sie brauchen, um Banken und Investoren von Ihrem Konzept zu überzeugen. Ohne Business- und Finanzplan werden Sie keinen Kredit erhalten. Ihnen selbst helfen die Dokumente, Finanzen und weitere erfolgskritische Faktoren wie Werbung und Personal Ihres Cafés im Auge zu behalten.

Mit unserer kostenfreien Businessplansoftware geht das ganz einfach! Diese führt Sie Schritt für Schritt durch alle Kapitel und unterstützt Sie mit Leitfragen zum Inhalt: Businessplansoftware jetzt nutzen !

Schauen wir uns nun einige der zentralen Inhalte des Businessplans an! Hier können Sie bereits viele Punkte aus dem zuvor entwickelten Geschäftskonzept übernehmen und konkretisieren.

#1 Rechtsform

Einzelunternehmen, GbR oder GmbH – in welcher Rechtsform wollen Sie Ihr Café gründen? Hier spielen Startkapital, Haftung und steuerliche Aspekte zentrale Rollen bei der Entscheidung. Verschaffen Sie sich einen Überblick und finden Sie passendes Gründungspaket für Ihr Café!

business plan für ein cafe

Egal ob als Einzelunternehmer, GbR, UG oder GmbH. Wenn Sie Ihr Café eröffnen wollen, bieten die Gründungspakte Unterstützung bei den formalen Fragen.

Checkliste Gründung GmbH

Sie sind noch unsicher bei der Wahl der passenden Rechtsform für Ihr Café? Dann nutzen Sie unseren kostenfreien Rechtsformtest.

#2 Standort: Eröffnen Sie Ihr Café dort, wo Ihre Kundschaft ist!

Für ein lokales Unternehmen wie Ihr Café ist die Auswahl des richtigen Standorts entscheidend. Wo halten sich Ihre Kunden auf? Ist die Lage gut frequentiert und ideal für Laufkundschaft? Gibt es (kostenfreie) Parkmöglichkeiten und ist der Standort gut mit öffentlichen Verkehrsmitteln zu erreichen? Prüfen Sie im Vorfeld auch, ob an Ihrem bevorzugten Standort die Möglichkeit besteht, Außengastronomie zu betreiben. Wenn Sie keine Möglichkeit haben, Tische und Stühle draußen vor Ihr Café zu stellen, werden Sie an warmen Tagen Einnahmeneinbußen einkalkulieren müssen. Wägen Sie Lage und Mietpreise gegeneinander ab und klären Sie baurechtliche Fragen zu Ihrer Wunschimmobilie, bevor Sie den Miet- oder Pachtvertrag unterschreiben oder die Immobilie vielleicht sogar kaufen. Haben Sie die passende Immobilie für Ihr Café gefunden, brauchen Sie vom Bauamt eine Genehmigung für etwaige Umbaumaßnahmen.

Den richtigen Standort für Ihr Café finden? Unser Tool zur Standortanalyse hilft Ihnen dabei.

#3 Personalgewinnung: Holen Sie zuverlässiges Personal in Ihr Café!

Freundliche, sympathische, zuverlässige und serviceorientierte Mitarbeiter, denen Sie vertrauen können, sind das A und O Ihres Cafés. Kommen Sie und Ihre Gäste gut mit der Bedienung aus, sind nachweisliche Erfahrungen in der Gastronomie zweitrangig. Aushänge in Universitäten und Geschäften können Ihnen dann helfen, kurzfristig Aushilfen zu finden. Sind Sie jedoch selbst noch unerfahren, wenn Sie Ihr Café eröffnen, ist erfahrenes, qualifiziertes Personal für Sie als Unternehmer eine wichtige Stütze. Nutzen Sie für das Personal-Recruiting Anzeigen in den örtlichen Printmedien, sozialen Netzen und Job-Portalen! Ganz gezielt finden Sie Fachkräfte aus dem Gastgewerbe auf Online-Portalen wie hogastjob.com oder kellnerkartei.de.

#4 Finanzplan: Behalten Sie den Überblick über Ihren Kapitalbedarf!

Gründungs-, Start- und Anschaffungskosten verschlingen einen Großteil Ihres Kapitals noch bevor Sie überhaupt Ihr Café eröffnet und erste Einnahmen verbucht haben. Je nach Einrichtung und Konzept kommt hier schon einiges zusammen. Welche Kosten Sie einmalig vor der Café-Eröffnung einkalkulieren müssen und welche im späteren Betrieb Ihres Cafés regelmäßig anfallen, haben wir in der folgenden Tabelle für Sie zusammengefasst.

#5 Finanzierung sichern

Dank des Finanzierungsplans sehen Sie nun genau, wie viel Geld Sie brauchen, um Ihr eigenes Café zu eröffnen, wie viel Sie davon als Eigenkapital einbringen und wie viel Sie fremdfinanzieren müssen. Für letzteres gilt es nun, passende Finanzierungsmöglichkeiten zu finden. Vor der Aufnahme von Krediten sollten Sie sich über mögliche Zuschüsse und Fördermittel informieren. Und für günstige Förderkredite ist bspw. die KfW eine gute Anlaufstelle.

Der Businessplan ist Ihr Plan fürs Business. Und mit unserer Lösung können Sie einfach und schnell loslegen - Gliederung, Leitfragen und Beispiel inklusive.

Bisher wurden Finanzpläne meist mühsam mit Excel erstellt. Der digitale Finanzplan führt Sie hingegen Schritt für Schritt durch alle Bereiche.

Unkomplizierte Finanzierung

#6 Werbung: Machen Sie Ihr neues Café bekannt!

Stellen Sie schon vor der Eröffnung Ihres Cafés die Weichen auf Erfolg, indem Sie mit Eröffnungsangeboten auf die das gastronomische Angebot hinweisen. Verteilen Sie Flyer, schalten Sie Anzeigen und senden Sie Pressemitteilungen an die lokalen Redaktionen! Vielleicht sind auch Rabattaktionen auf groupon.de oder gutscheinbuch.de interessant, um Ihre neue Location bekannt zu machen. Nutzen Sie die sozialen Netzwerke, Ihre eigene Website und Bewertungsportale wie Ihre Google My Business Seite zum Aufbau von Image und Bekanntheit! Und sorgen Sie durch Ihr Angebot und besten Service für gute Mundpropaganda und Empfehlungen!

  | Die Gründung Ihres Cafés – praktisch und formal

Konzept, Business- und Finanzplan sind in trockenen Tüchern? Prima, dann kommen Sie so langsam auf die Zielgerade Ihrer Existenzgründung. Doch bevor Sie wirklich Ihr Café eröffnen können, stehen noch einige Behördengänge und viel Papierkram auf der To-Do-Liste. Planen Sie dafür ausreichend Zeit ein, denn allein die Erteilung der Gaststättenkonzession kann mitunter lange dauern. Neben all den nötigen bürokratischen Schritten müssen Sie sich auch noch um wichtige Versicherungen kümmern und ein Geschäftskonto eröffnen. Damit Sie nichts vergessen, haben wir alle wichtigen Schritte und Behördengänge in einer übersichtlichen Checkliste für Sie zusammengefasst.

business plan für ein cafe

Welche Gründungsschritte sind konkret nötig? Welche Ämter spielen eine Rolle? Wo muss ich mich anmelden? Der Gründungsassistent hilft weiter.

Icon Checkliste

Sie wollen ein Café eröffnen? Unsere Checkliste führt Sie durch die praktischen Gründungsschritte. Sie können diese einfach herunterladen.

  | Fazit – Café eröffnen: Erfolgreich in die Selbstständigkeit

Der Weg in die Selbstständigkeit ist immer mit einigen Hürden und Stolpersteinen versehen. Wollen Sie ein Café eröffnen, müssen Sie zahlreiche Vorschriften – beispielsweise zur Lebensmittelhygiene – beachten und wissen, ob und wann Sie eine Gaststättenerlaubnis brauchen und Kundentoiletten zur Verfügung stellen müssen. Sich im Paragrafen-Dschungel zurechtzufinden, ist jedoch nur die halbe Miete.

Wer ein Café eröffnen will, braucht vor allem ein überzeugendes Geschäftskonzept : Konkretisieren Sie Ihre Geschäftsidee in einem einzigartigen Konzept, das Ihr Café von denen der Konkurrenz abhebt, analysieren Sie Markt und Mitbewerber und suchen Sie einen Standort, an dem Sie Ihre Zielgruppe bestmöglich erreichen. Und: Schätzen Sie Einnahmen und Ausgaben realistisch ein, um sich mit konkurrenzfähigen Preisen langfristig gewinnbringend in der örtlichen Gastroszene etablieren zu können. So vorbereitet können Sie einen tragfähigen Businessplan und einen schlüssigen Finanzplan entwerfen, der Ihnen hilft, selbst den Überblick über Ihre Finanzen zu bewahren und mögliche Kreditgeber von Ihrem Geschäftskonzept zu überzeugen.

Unsere kostenlose Checkliste gibt Ihnen einen detaillierten Überblick über alle notwendigen formalen Gründungsschritte. Arbeiten Sie diese Schritt für Schritt ab. Stehen Konzept und Finanzierung, sind alle Formalitäten erledigt? Dann steht der Eröffnung Ihres Cafés und der erfolgreichen Existenzgründung nichts mehr im Wege.

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11+ Cafe Business Plan Examples [ Restaurant, Cyber, Internet ]

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Cafe Business Plan

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1. Establish Your Cafe’s Identity

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Sample Business Plan – Cafe Business Plan Sample

  • 23. June 2016
  • BrainHive Know-How Base @en , Business Plan Samples EN , Business Planning Samples EN

This is an example of a completed business plan for a café, specialized to operate with a franchised boutique ice cream parlor concept, addressing a target group of high income sophisticated consumers with very distinguished products that are prepared with original Italian knowhow. There are already existing corresponding ice cream parlors in several European and overseas countries. The selected location here is Frankfurt, Germany, which we consider a perfect location for such an upscale franchise.

The founder/franchisee is a first-time entrepreneur with limited equity, but with meaningful experience in a related niche and standing partnerships to take advantage of. Unfortunately, the funding ultimately failed due to unsatisfying performance of the founders during the credit interviews, considering there were no securities the founders could use to back their loan.

The business plan elaborates on crucial points like the restaurant concept (the product and its varieties, USP, Vision and Mission), provides a brief overview of the market situation, location and competition as well as a risk analysis. It also gives information regarding potential business partners, the marketing plan, the venue organization and financing.

The financing of a business is an important issue, and being able to present an appropriate and convincing business plan to banks and/or potential investors is a prerequisite for obtaining such financing.

One word of advice before we continue: A good way to get started quickly, efficiently and professionally is to hire a business plan writer to write your business plan. At BrainHive, we offer experienced business plan writing services. If you want to know what are a business plan writers’ cost , we can also help you out, being one of the most affordable and yet professional business plan consulting firms in the market. Don’t hesitate to approach us anytime if you want to learn more about us or get an individual quote for your business plan project. It is perhaps also worthwhile to note that we can also assist you with help writing your business plan , as well as prepare just the business plan financials . This way, you can rest assured that you will receive a custom-tailored business planning service that fits your exact need at the best price imaginable.

Cafe Business Plan Sample Overview

Executive Summary Product variety Unique Selling Points Vision/Mission Market Location Competition Analysis Risk Analysis Partner/s Marketing Plan Pricing Communication Strategy Company Organization and Financing About the Founder Staff Legal Form Capital Accounting Financial Plan Graphs

Cafe Business Plan Sample: Executive Summary

The Sample Cafe Business Plan is an elite ice cream parlor chain with parlors in XX countries, including Italy, France, Germany (X), England, Spain, Portugal, Belgium, Morocco, Malta, Saudi Arabia, and the USA. The products are prepared with authentic Italian know-how and served in elegant and refined ambience. Thanks to its original ideas, the Sample ice cream parlor is in the process of firmly establishing itself as a brand. There is currently no such ice cream parlor in Frankfurt, although the city is the perfect location for such a business. The most important elements of the parlor’s concept are exclusivity, product variety, an appealing interior design, outstanding international presence and particularly good organization of the franchisor in terms of the division of areas, attaining suitable property and training new café managers. The founder, Mr. [Sample Cafe Business Plan], is able to take over all the activities to set up the establishment independently as a franchisee. He has studied retail trade in Germany, has worked in warehouse logistics and project management and has very good knowledge of German.

Product variety

The most important product is, of course, the ice cream. There are both classic and exotic flavors. The picture below illustrates the variety:

[IMAGE REMOVED]

Image 1: The choice of ice cream flavours

Sample Cafe Business Plan’s distinctive speciality is presenting the ice cream in flower shapes.

Sample Cafe Business Plan is the only ice cream parlor that manages to achieve such a presentation in many countries. Specifically the ice cream cakes in flower shapes are very popular with upscale clientele, making a supreme gift on special occasions.

Image 2: An artistic product display is among Sample Cafe Business Plan’s specialties

All the ice creams are made from natural ingredients, no artificial coloring or flavor enhancers are used. Some products are organically farmed. All ingredients boast the highest quality. The ice cream products account for approximately XX% of revenues, and XX% is accounted for by the following products:

  • Waffles and crêpes
  • A complete selection of Italian coffees, homemade
  • Cakes and special bakery products (also with filling)
  • Frappe and fruit smoothies
  • Selection of XX flavors of hot chocolate, which is served as a thick chocolate sauce
  • Selection of XX fine teas
  • Ice cream cakes to go

Sample Cafe Business Plan offers a full selection of the best ice cream, presented tastefully and served alongside a selection of culinary products with authentic Italian flair. The entire product range is appreciated especially by an upscale clientele, and the time they spend in the parlor is relatively long.

Unique Selling Points

The Sample Cafe Business Plan and ice cream boutique must first establish itself locally and distinguish itself from the other ice cream parlors in the area. Only the best locations are chosen by the franchisors, but gastronomy is still a highly competitive industry. Companies that don’t aim for one hundred percent often disappear after a few months. Mr. [Sample Cafe Business Plan] will personally stand behind the counter unlike with many other competitors, where often less competent and relatively unmotivated employees are driving the sales. The competition will not stand a chance in terms of organization, being supported by the franchisor and know-how manuals. Attaining a significant customer base and possibly developing further business and advertising partnerships are important components of the overall business strategy. The founder expects that his personal expertise and focus will be the decisive reason for the ice cream parlor to become a hot spot in the area. To meet this goal, he will take time for each customer and give each customer the impression that he is receiving incredibly competent services by providing specific knowledge (ex. ingredients, recommendations etc) at all times.

Vision/Mission

The goal of the Sample Cafe Business Plan is to become a hot spot for an authentic Italian ice cream experience. Clients should be convinced of the service quality and product range so they’ll think of this place every time when they want to go out or have a rendezvous planned.

In the first three years only the manager and two full-time employees will work in the café, and one or two temps in the summer months. Annual turnover in the third year should be in the range of XXX,XXX Euro. In the fourth or fifth year another full-time employee may be hired and turnover is expected to reach one million Euro by creating a loyal customer base that will also recommend the café to other potential clients.

Cafe Business Plan Sample: Market

We need to look at the consumer climate in Germany in general, the retail market in Frankfurt and the development of the confectionery industry to assess Sample Cafe Business Plan’s market entry prospects accurately. The local competition and the advantages of the location are considered further in the business plan in more detail. Consumers demonstrated optimism in XXXX, and the already positive sentiment continued to improve. The economic and income expectations as well as the propensity to buy are at a high. The dramatic drop in energy prices in XXXX boosted disposable income and gave consumer more wiggle room in XXXX. The German economy is also improving after the downturn in the fall of XXXX. Since the propensity to save slipped to a new record low in January XXXX with low interest rates and bank mistrust, consumers are choosing to spend their money instead. The following chart illustrates this trend.

Consumer Climate in Germany

[CHART REMOVED]

Source: Statista, ifo-Konsumklimaindex

In the late summer and autumn of last year there was a downturn due to the global economic crisis, but the economy regained stability at the end of the year. The Federal Statistical Office reported recently that the gross domestic product rose at the end of XXXX again. The economic growth was X.X% for the entire year. The rather wary expectations were slightly exceeded. Consumers expect that the German economy will develop favorably in the coming months. It should be clear that dramatically lower energy prices play an important role. Low energy prices combined with a significant depreciation of the euro should act as a stimulus package for investment and exports. German companies are becoming more optimistic about the economic outlook, as the high Ifo Institute of Economic Research business climate index level shows.

After a noticeable slump in the second half of XXXX, income outlooks improved again in the first half of XXXX. A major reason for the very good income expectations, apart from the stable employment rate, is definitely the recent inflation drop in Germany. The Federal Statistical Office set the inflation rate at X.X% in XXXX. A lower value was last measured in XXXX during the recession – X.X%. As before, Frankfurt is one of the leading retail locations in Germany, according to the assessment of well-known real estate consulting companies. In prime central locations the rent is up to XXX Euro / m² (XXXX) on average. This dominant position is derived from important economic conditions: Frankfurt has a low unemployment rate; in XXXX the average per capita purchasing power was XX XXX Euro, equivalent to a purchasing power index of XXX. Sales prospects improve with the extremely wealthy towns of Bad Homburg, Königstein, Kronberg, and Bad Soden and a number of other cities whose inhabitants enjoy above-average buying power. All these factors help Frankfurt generate additional revenue. Tourists contribute decisively to the high retail sales in Frankfurt, especially those from China and Arab countries. We will now move on to the general market climate in the ice cream industry. In explaining the existing trends, it must be noted that Sample Cafe Business Plan operates in the field of organically grown products, and therefore tends to be benefited from the strong growth of the organic sector. There is no data available on the very special market segment of bio confectionery so far.

In XXXX the production of the general confectionery industry in Germany, which employs just over XX XXX people, rose by around X.X% to nearly X million tons. At the same time the turnover was only XX.XX billion Euro, which is down by X% y/y. Almost half of the products are exported. As for the domestic supply, the decline is even more pronounced: it dropped by X.X% to X.X billion Euro. The following diagram illustrates the trend:

 Ice cream consumption per person in liters

Source: German Confectionery Industry Association, 2015 Market Report

In XXXX every German consumed an average of X.X liters of ice cream. The value has dropped by almost X% since XXXX, when it was X.X liters. However, consumption of ice cream is obviously related to the weather. Significantly more ice cream was consumed in the summer of XXXX than in other years. Moreover, the sales of commercial producers, to which group Sample Cafe Business Plan belongs, also seem to increase (except for a slump of X.X liters in XXXX). The entire confectionery industry is currently in a historically significant stagnation because of consumers’ increased health awareness.  The following graphs illustrate this development

Turnover of the German confectionery industry from 1962 to 2014 (in billion of Euro)

Source: Statista 2015

The statistics show the turnover of the German confectionery industry from XXXX to XXXX. The industry is comprised of manufacturers of sweets, biscuits and ice cream. The tendencies of spending on advertising speak for themselves. First, the manufacturers were trying to achieve sales growth by advertising more aggressively. Then it seems they realized the preferences of German consumers are the reason for the decline, which cannot be remedied only by a higher advertising budget.

Advertising costs for candy products in Germany from 2000 to 2014 (in billion of Euro)

Quelle: Statista 2015

The dynamic development of franchise concepts, such as McDonalds, or the huge success of chains such as Starbucks or Vaipiano shows consumers will continue to frequent such establishments in the future despite the growing aversion to unhealthy food cafes like the Sample Ice Café. Furthermore, the viral issue of organically grown foods replacing artificial ingredients will work in our favor. The overall results of the market review from different perspectives form a positive outlook where the Sample Ice Café’s plans are concerned. Customers will most probably appreciate the product variety offered at the café and take advantage of the trend. Every satisfied, loyal customer will recommend the spot to someone else and word-of-mouth will generate a growing customer base that will in turn provide a reliable source of revenue for the Sample Cafe Business Plan.

Cafe Business Plan Sample: Location

Frankfurt am Main is home to an affluent population, and also profits greatly from tourism thanks to the numerous local events and the unique skyline. The founder chose Bockenheim as the location of the café. Bockenheim is centrally located and accessible to affluent customers in the west end who could afford regular visits to the Sample Cafe Business Plan. At the same time, the rents for premises are relatively affordable. Plans are to look for a suitable property around the Leipziger Straße. The founder and the franchisor are looking for a suitable restaurant with seating.

Cafe Business Plan Sample: Competition Analysis

The Sample Cafe Business Plan will have to deal with significant competition no matter its location – there will always be a lot of other ice cream parlors and cafes in the area. These don’t actually have a special product focus and couldn’t offer the same special product variety the Sample Ice Café does without incurring major costs. Often the service is neither personalized nor especially competent.

As in most industries, three factors make the difference between success and failure of start-ups: quality, price and marketing. The restaurant will not allow any shortfalls in these areas and turn special attention to the communication with the client. Customers expect high-quality service at a top-end ice cream parlor with Italian specialties. This is why the founder himself should be right behind the counter. One usually has only one opportunity to satisfy a guest. If this opportunity is missed, they will just go somewhere else. Moreover, you risk getting a bad rating on Yelp or Google Places. The new realities of the Internet are another reason to be one hundred percent present with each individual customer and meet all their needs. Another key point that is often neglected is the active customer dialogue as a prerequisite to any intelligent marketing strategy. Here the company will build on the work of the franchisor and use the full range of instruments available. Sample Cafe Business Plan is known for leading franchisees by the hand and providing them with ready and available know-how. Another feasible option would be to promote Sample Cafe Business Plan regionally by means of paid advertising in line with the other actions being taken by the startup. One could build up a comprehensive contact database by organizing sweepstakes with survey sheets in a transparent box in the shop. Participants give their email address and signed consent to be contacted for marketing purposes and can be legally alerted through e-mail marketing to campaigns, events, ice cream workshops and more. A personal dialogue with the customer, which is also cultivated in direct conversation, also means that the Sample Cafe Business Plan will no longer be perceived as another anonymous cafe among many. Direct communication with the customer will give a face and a friendly voice to your establishment that he’ll remember with pleasure. This personal touch is a decisive factor behind your success in an environment as highly competitive as this one.

Risk Analysis

The operational risk is the main one the founder will have to reckon with at first. For example, it is important to start generating income as soon as possible to cover high fixed costs like rent and electricity. Moreover, the investment cost in the dining facilities will reduce the available liquidity. As the franchiser sets the prices, it’s important to sell sufficient quantities. The founder must assess the effectiveness of the available marketing investments by observing the competition over a longer period of time and doing a comprehensive analysis. The Sample Ice Café has provided a large amount of information based on empirical data that should help new franchisees make the right decisions. Health, contingency and occupational accident insurance must be checked very thoroughly to guarantee legal protection. Insurance against damages and theft is also recommended. Given the nature of the business project, it is extremely important not to compromise on performance and to focus on quality, attention to hygiene and reliability. This is the only way to create the right ambience and gain loyal customers. The numerous challenges of the business model are very likely to be overcome given the experience and qualifications of the founder.

Cafe Business Plan Sample: Partner/s

Sample Cafe Business Plan is a branch of an Italian company that was founded in XXXX. The franchise was launched in XXXX and developed rapidly thereafter. There are now XXX Sample Cafe Business Plan branches worldwide (Italy, France, Spain, England, New Caledonia, Germany, Belgium, Luxembourg, U.S.A., Portugal, Morocco, Malta, Saudi Arabia). The franchise is enjoying very dynamic growth. XX new branches are expected to open by the end of XXXX, which translates to growth of over XX%. The first Sample Cafe Business Plan in Germany opened in XXXX. Today there are more than seven ice cream parlors in major cities of the Federal Republic. The branch nearest Frankfurt is located in Wertheim Outlet Village. There is also one in Heidelberg, as well as in Munich, Berlin and Soltau. Sample Cafe Business Plan is quite popular with German customers; a new Sample Ice Café opens doors every two months in this country. The European head office of the franchise is in Paris and currently employs XX full-time staff. On average, Sample Cafe Business Plan achieved revenue of over half a million Euro in the first year with X-X employees. It is the primary objective of the franchise to be especially active in tourist regions, as well as in regional centers and other large cities. Sample Cafe Business Plan is popular with franchisees because of its perfect brand concept, high-quality product range and high-quality marketing materials. What’s more, the franchisees are always supported with words and deeds. They are consulted by their contact individual personally and supported on all important issues where necessary. Sample Cafe Business Plan allows them to live out their entrepreneurial dreams while assuring good organization at extremely fair franchise fees, especially in the long-term.

Cafe Business Plan Sample: Marketing Plan

Customers are guaranteed a special, authentic Italian culinary experience with fine products made with only the highest quality ingredients. The company is therefore aiming at the premium segment and its entire marketing approach is respectively aligned with this segment. Since the prices are set by the franchisor, the company has only limited possibilities to launch special promotions. In the beginning and on special days of the year, however, it is possible to distribute coupon vouchers over Groupon online to attract potential clients’ attention.

Communication Strategy

Keeping in mind the strong competition, Sample Ice Café’s marketing mix is selected to build a stable presence on the broadest possible front. The target group in the area covered by the Sample Cafe Business Plan is well-defined. The following have correspondingly been identified as good marketing methods to promote the newly opened café locally: a meaningful, well-designed storefront and advertising, pleasant interiors, Internet advertising, magazine and outdoor advertising. Since the café is located in a busy district of Frankfurt it promises a lot of foot traffic and it can be assumed that local advertising could do wonders. It is also possible to promote the venue with car stickers, by giving out promotional gifts and ice samples in pedestrian areas.

Internet presence and local search engine optimization will be an important component of the long-term success of the sample cafe, as they will serve as a permanent source of information and contact platform around the clock, thereby fulfilling quite important functions. There are numerous markets and events in the area of the café in Frankfurt am Main, at which a booth/stand can be rented. Such events create opportunities for direct sales and promote the shop via flyers and displays. The enterprise may obtain contact information of potential customers and do some legal e-mail marketing by organizing sweepstakes. To this end, we could set up a Plexiglass box with some entry flyers to encourage visitors to fill in a survey.

Organizing events such as guided ice cream tasting tours or movie nights planned on social networking sites and event pages are also among effective marketing activities. Free invitations on websites like Facebook (using local groups), meetup.com or CouchSurfing can be posted.

Cafe Business Plan Sample: Company Organization and Financing

About the Founder

Mr. [Sample Cafe Business Plan] will open and manage the Sample Ice Café. His qualifications are on the level desired to conduct this business. He has a degree in retail trade and has worked in storage management as well as a salesman in the textile industry. He is currently in a responsible position, which will help him as manager of the Ice Café.

Mr. [Sample Cafe Business Plan] describes himself as a hard-working, communicative and strong person and leader. He also has a driver’s license Class/category 3, which authorizes him to drive delivery vans. Born in Algeria, Mr. [Sample Cafe Business Plan] is a native speaker of Arabic and fluent in German and English. This mix of competencies and soft skills will help him rise to the challenges of managing the Ice Café and being successful at it.

To save resources in the initial phase, there will be only one waiter/waitress, a barista (bartender) and 1-2 temps in the summer along with the manager of the restaurant. The waiter is responsible for taking orders and has direct contact with the guests at all times. He / she will also set the tables, serve orders, prepare the checks, clean up and be responsible for general maintenance tasks. When the café is really busy he’ll pick up the orders from behind the counter.

The barista will be behind the counter at all times. He/she will prepare all beverages, ice cream specials and other dishes. Before and after carrying out his main job responsibilities he also has to take stock and do general clean-up, maintenance and organization work. The temps have various service tasks, stock work and tidying / cleaning. More temps and/or full-time staff will join the team as soon as the operational infrastructure is in place and there is a loyal customer base generating predictable and stable revenue. The main responsibility is carried by Mr. [Sample Cafe Business Plan]. Apart from the management and accounting, he will be working on the busiest stations at any given point in time.

The startup in the form of a sole proprietorship is inexpensive and manageable in terms of bureaucracy and accounting. In addition, no corporate tax is owed. The entrepreneur is liable with his private assets, but the risk is manageable if the operations are run in a good and reasonable manner.

The manager, Mr. [Sample Cafe Business Plan], is planning to provide equity contribution in the amount of XX,XXX Euro. Target debt financing of XXX,XXX Euro is intended to complement the contribution, thus ensuring the material basis for a fast, uncomplicated market launch.

The necessary routine work related to taxes, electricity, Internet and telephone bills and bank statements is assigned to a tax consultant on a monthly basis. He is also entrusted with the turnover tax advance returns und annual accounts.

Financial Plan Graphs

Graphed below are the revenues, statement of operations and accumulated deficit (profit and loss account/statement) in accordance with the financial plan estimates. Sales are expected to increase every year in the summer months.

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business plan für ein cafe

Cafe Business Plan Template

Written by Dave Lavinsky

Cafe Business Plan Template

Download our Ultimate Business Plan Template here >

What Is a Business Plan?

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

Why You Need a Business Plan

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

Sources of Funding for Cafes

With regards to funding, the main sources of funding for a cafe are bank loans and angel investors. With regards to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to confirm that your financials are reasonable. But they will want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business.

The second most common form of funding for a cafe is angel investors. Angel investors are wealthy individuals who will write you a check. They will either take equity in return for their funding, or, like a bank, they will give you a loan.

Finish Your Business Plan Today!

Your cafe business plan should include 10 sections as follows:

Executive Summary

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

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

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

Company Analysis

In your company analysis, you will detail the type of cafe you are operating.

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

  • Take-Out Cafe: this type of cafe doesn’t have seating (or has limited seating) and is mostly visited by customers looking to grab a coffee and/or bakery item on their way to work or elsewhere.
  • Restaurant Cafe: this type of cafe is most similar to a restaurant and offers a full, sit-down menu in a nice atmosphere with a full wait staff.
  • Casual cafe: also known as a corporate, student or co-working cafe, this type of cafe typically offers food and drinks from a counter with no waiters or waitresses. Patrons purchase items and consume them in the cafe, often while performing work on their laptops or conversing with friends or colleagues.
  • Coffee Shop: This is a popular type of cafe. Coffee shops usually offer a selection of tea, coffee, pastries and other drinks

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

Include answers to question such as:

  • When and why did you start the business? What is your business concept? What is your unique selling proposition?
  • What milestones have you achieved to date? Milestones could include sales goals you’ve reached, new store openings, etc.
  • Your business structure. Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.

Industry Analysis

In your industry analysis, you need to provide an overview of the cafe business.

While this may seem unnecessary, it serves multiple purposes.

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

Secondly, market research can improve your strategy particularly if your research identifies market trends. For example, if there was a trend towards cafes with ultra high speed internet connections, it would be helpful to ensure your location could offer such a service.

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

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

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

Customer Analysis

The market analysis section of your cafe business plan must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: local office workers, college students, sports enthusiasts, soccer moms, techies, teens, baby boomers, etc.

As you can imagine, the target audience you choose will have a great impact on the type of cafe you operate. Clearly baby boomers would want a different atmosphere, pricing and product options, and would respond to different marketing promotions than teens.

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

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

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Competitive Analysis

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

Direct competitors are other cafes (and restaurants and/or bakeries depending on the type of cafe you operate).

Indirect competitors are other options that customers have to purchase from you that aren’t direct competitors. This includes restaurants, supermarkets and customers making coffee and bakery items themselves at home. You need to mention such competition to show you understand that not everyone in your target market will visit a cafe each day.

With regards to direct competition, you want to detail the other cafes or coffee shops with which you compete. Most likely, your direct competitors will be cafes located very close to your location.

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

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

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

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

  • Will you provide superior cafe products?
  • Will you provide cafe products that your competitors don’t offer?
  • Will you make it easier or faster for customers to acquire your products?
  • Will you provide better customer service?
  • Will you offer better pricing?

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

Marketing Plan

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

Product : in the product section you should reiterate the type of cafe that you documented in your Company Analysis. Then, detail the specific products you will be offering. For example, will you offer pastries, soups, items such as café latte, cappuccino, espresso or macchiato?

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

Place : Place refers to the location of your cafe. Document your location and mention how the location will impact your success. For example, is your cafe located next to a heavily populated office building, or gym, etc. Discuss how your location might provide a steady stream of customers.

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

  • Making your cafe’s front store extra appealing to attract passing customers
  • Distributing samples outside the cafe
  • Advertising in local papers and magazines
  • Reaching out to local bloggers and websites
  • Partnerships with local organizations (e.g., gym members get a free cup of cafe with each pastry they purchase)
  • Local radio advertising
  • Banner ads at local venues

Operations Plan

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

Everyday short-term processes include all of the tasks involved in running your cafe such as serving customers, procuring supplies, keeping the cafe clean, etc.

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to serve your 10,000th customer, or when you hope to reach $X in sales. It could also be when you expect to hire your Xth employee or launch a new location.  

Management Team

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

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

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

Financial Plan

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

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

In developing your income statement, you need to devise assumptions. For example, will you serve 100 customers per day or 200? And will sales grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.

Balance Sheets : While balance sheets include much information, to simplify them to the key items you need to know about, balance sheets show your assets and liabilities. For instance, if you spend $100,000 on building out your cafe, that will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a bank writes you a check for $100.000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.

Cash Flow Statement : Your cash flow statement will help determine how much money you need to start or grow your business, and make sure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt. For example, let’s say a company approached you with a massive $100,000 catering contract, that would cost you $50,000 to fulfill. Well, in most cases, you would have to pay that $50,000 now for supplies, equipment rentals, employee salaries, etc. But let’s say the company didn’t pay you for 180 days. During that 180 day period, you could run out of money.

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

  • Location build-out including design fees, construction, etc.
  • Cost of fixtures like chairs, tables, signage and cafe decor
  • Cost of equipment like grinders, espresso machines, blenders, refrigerators
  • Cost of ingredients and maintaining an adequate amount of supplies
  • Payroll or salaries paid to staff
  • Business insurance
  • Taxes and permits
  • Legal expenses

Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include your store design blueprint or location lease.

Putting together a business plan for your cafe is a worthwhile endeavor. If you follow the template above, you will be able to prepare a winning cafe business plan or a coffee shop business plan. You will really understand cafe business planning, business operations, your competition and your customers. You will have developed a marketing plan and will really understand what it takes to launch and grow a successful cafe.

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Cafe Business Plan Template

Cafe business plan.

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

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

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

Executive Summary

Business overview.

The Countryside Cafe is a startup cafe founded by Cheryl Nelson and Tammy Overton in Tulsa, Oklahoma. Together they have over twenty years of experience in managing and operating cafes and they are highly skilled in the creation of menu items customers love, exemplary service to customers, and in their honed expertise in running efficient and profitable restaurants. Cheryl is the former manager of a family-owned restaurant, where she had oversight of the employees, ordering, systems and financial record-keeping for the restaurant. Tammy was the head staff person of a chain restaurant who managed the scheduling, training and day-to-day operations of the restaurant. Together, they have decided to bring a family friendly environment and classic menu items to Tulsa.

Product Offering

The following are the products and services that Countryside Cafe will provide:

  • Exemplary service for customers
  • Honest, reliable relationships with vendors and suppliers
  • Restaurant services 24/7 hours to accommodate all residents of the area
  • Discounted menu pricing and expedited service for first responders
  • Family-friendly menu items that everyone can enjoy
  • Day to day management

Customer Focus

The Countryside Cafe will target customers throughout the Tulsa region who enjoy eating comfort foods, such as they may have grown up eating. Secondary target customers will be those who enjoy the hometown-feel of a small cafe rather than a large or more modern establishment. Those individuals who occupy nearby businesses or government offices will also be targeted by the Countryside Cafe, as well as those who own farms or ranches in the region.

Management Team

The Countryside Cafe will be owned by Cheryl Nelson and Tammy Overton. Together they have over 20 years of experience in managing and operating a regional cafe and they are highly skilled in the creation of menu items customers love, exemplary service to customers, and in their honed expertise in running efficient and profitable organizations. Cheryl is the former manager of a family-owned restaurant and Tammy was the head staff person of a chain restaurant. Together, they have decided to bring a family friendly environment and homestyle, fresh foods to Tulsa. The menu will include breakfast, lunch and dinner meals, as well as popular favorites such as ice cream sundaes and homemade pies any time of day.

Success Factors

Countryside Cafe will be able to achieve success by offering the following competitive advantages:

  • Friendly, knowledgeable, and highly-qualified team of Countryside Cafe
  • Comprehensive menu of meals for any time of day, including snacks, such as French fries and desserts, along with soda fountain favorites such as sundaes, malts and milkshakes.
  • Countryside Cafe will offer special discounted pricing for first-responders in Tulsa.
  • Countryside Cafe will offer a child menu and a play area for children while their parents enjoy their meal.
  • First-time visitors to the Countryside Cafe will receive a free dessert of their choice.
  • Countryside Cafe offers the best pricing in town. Their pricing structure is the most cost effective compared to the competition.

Financial Highlights

Countryside Cafe is seeking $200,000 in debt financing to launch its cafe business. The funding will be dedicated toward securing the restaurant space and purchasing office equipment and supplies. Funding will also be dedicated toward three months of overhead costs to include payroll of the staff, rent, and marketing costs for the print ads and marketing costs. The breakout of the funding is below:

  • Restaurant space build-out: $20,000
  • Office equipment, supplies, and materials: $10,000
  • Three months of overhead expenses (payroll, rent, utilities): $150,000
  • Marketing costs: $10,000
  • Working capital: $10,000

The following graph outlines the financial projections for Countryside Cafe.

Countryside Cafe Pro Forma Projections

Company Overview

Who is countryside cafe.

Countryside Cafe is a newly established, full-service homestyle cafe in Tulsa, Oklahoma. Countryside Cafe will be the most reliable, cost-effective, and efficient choice for individuals and families, as well as businesspeople in Tulsa and the surrounding communities. Countryside Cafe will provide a comprehensive menu of favorite meals, snacks and desserts for any diner to utilize. Their full-service approach includes a comprehensive menu and seating options to suit each family, including small children.

  Countryside Cafe will be able to serve over fifty people at one time. The team of owners and staff members are highly qualified and experienced in preparing, making and serving favorite family meals and snacks. Countryside Cafe removes all headaches and issues of finding easy, friendly and moderately-priced meals in Tulsa and ensures all appetites are satisfied while delivering the best customer service.

Countryside Cafe Management History

The Countryside Cafe consists of two experienced restaurateurs with distinctive areas of expertise: Cheryl Nelson and Tammy Overton have over twenty years of experience together in managing and operating a regional cafe and they are highly skilled in the creation of menu items customers love, exemplary service to customers, and in their honed expertise in running efficient and profitable organizations.

Cheryl Nelson is the former manager of a family-owned restaurant, where she had oversight of the employees, ordering, systems and financial record-keeping for the restaurant. Tammy was the head staff person of a chain restaurant who managed the scheduling, training and day-to-day operations of the restaurant. Together, they have decided to bring a family friendly environment and honest, favorite foods to Tulsa.

Since incorporation, Countryside Cafe has achieved the following milestones:

  • Registered Countryside Cafe, LLC to transact business in the state of Oklahoma.
  • Have a contract in place for a 20,000 square foot restaurant space in a family-friendly retail area
  • Reached out to numerous contacts to visit the Countryside Cafe upon launch and regularly after the launch.
  • Began recruiting a staff of eight servers and four office personnel to work at the Countryside Cafe.

Countryside Cafe Services

The following will be the services Countryside Cafe will provide:

Industry Analysis

The cafe and small restaurant industry is expected to grow over the next five years to almost $500 million. The growth will be driven by consumers who seek favorite foods they’ve always enjoyed. Consumers also want to be served in small, more intimate settings which are relaxing and comfortable. Customers with children will help grow the cafe industry because, as families, they are more relaxed in the informal “down home” comfort of a small cafe versus a large, more formal restaurant.

Costs will likely be reduced as cafes continue to expand and modify their menus to seek out the best, most desirable menu items for consumers rather than spending widely on menu choices that may not be well-received. Costs will also continue to go down due to lower prices on produce and beef within the Oklahoma area. As fresh fruit is more in demand, juices and smoothies will cost less to produce than in the past, as well.

Customer Analysis

Demographic profile of target market, customer segmentation.

Countryside Cafe will primarily target the following customer profiles:

  • Individuals and families within the region
  • Small business owners and employees within the region
  • City officials and those who work in the business of Tulsa
  • Farmers and ranchers in the greater Tulsa regions

Competitive Analysis

Direct and indirect competitors.

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

Mama’s Kitchen

Mama’s Kitchen was started in 1998 by Candy and Jamie Swanson. Originally intended as a truck stop, Mama’s Kitchen grew to include a larger restaurant area in 2005 and has served breakfast and lunch to travelers from that time to the present. Located on the main highway through the city of Tulsa, the restaurant receives many travelers who opt to stop for a meal.

Mama’s Kitchen is twenty-three miles away from the Countryside Cafe. There are a few similarities to the menus served by both restaurants, as homestyle fare is offered. The differences between the two restaurant businesses is found in the family-friendly dining-booth atmosphere of the Countryside Cafe, while Mama’s Kitchen has countertops and bar stools throughout. This makes seating for a family difficult and children are not able to reach the countertops on stools at Mama’s Kitchen, which creates discomfort for children.

Buddy’s Bar & Grill

Owned by Robert “Buddy” Gorman, Buddy’s Bar & Grill is a full-service bar with a small dining room attached. The restaurant is located six miles from the Countryside Cafe. Meals are served at Buddy’s Bar & Grill during lunch and dinner; however, the restaurant is not open for breakfast. Meals are geared toward grilled hamburgers, steaks and fried fish, while the bar menu is laden with appetizer choices served during happy hour each Tuesday afternoon. Robert Gorman is assisted by his sister, Babs, who acts as the lone server in the grill and is known for her fast service and quick wit, which customers find charming. Children are not allowed in the bar, but they can be served in the grill side of the restaurant. The children’s menu is limited to hamburgers or cheese sandwiches served with fries.

Howard’s Family Restaurant

Howard’s Family Restaurant serves breakfast, lunch and dinner in a small dining room attached to the golf country club on the outskirts of Tulsa. It is located ten miles from the Countryside Cafe. Most patrons of Howard’s Family Restaurant are golfers who want to enjoy a meal before or after playing golf. The restaurant is one of a chain of restaurants and, while the prices are higher than those of the other cafes and small restaurants in Tulsa, the restaurant is known by the national marketing of the parent company. Children are served a special kids’ play and dine menu and families are highlighted as the primary target of the chain.

Competitive Advantage

Countryside Cafe will be able to offer the following advantages over their competition:

  • Friendly, knowledgeable, and highly-qualified team of the Countryside Cafe.

Marketing Plan

Brand & value proposition.

Countryside Cafe will offer the unique value proposition to its clientele:

  • Highly-qualified team of skilled employees who are able to provide a delicious meal in a pleasant surrounding for the entire family.
  • Countryside Cafe will offer special discounted pricing for first-responders in Tulsa, including police, fire and hospital staff. Doctors and nurses are also included.
  • First-time visitors to the Countryside Cafe will receive a free dessert of their choice, which helps guests feel welcome and comfortable.
  • Unbeatable pricing to its clients; they will offer the lowest pricing in the city.

Promotions Strategy

The promotions strategy for Countryside Cafe is as follows:

Word of Mouth/Referrals

Countryside Cafe has built up an extensive list of contacts over the years by providing exceptional service and expertise to their clients, including guests of all ages. The personal contacts and business associates will follow the new owners to the new cafe and help spread the word of Countryside Cafe.

Professional Associations and Networking

The new owners of the Countryside Cafe, Cheryl and Tammy, will join the civic organizations and trade networks to help build their cafe to its potential. They will become active in the committees for city celebrations, as well, to help build visibility of their cafe and raise awareness of their specialty menu items.

Print Advertising

The Countryside Cafe will send a direct mail flyer to each home and business in Tulsa in the two weeks prior to the launch of the restaurant. The flyer will invite everyone to participate in special discounted offers during the first month of business and offer a free dessert for each person who stops by to check out the area’s newest cafe.

Countryside Cafe will fully utilize their website. The website will be well organized, informative, and list all the services that Countryside Cafe provides. The website will also list their contact information and list their menu and pricing, along with delivery options. The website will engage in SEO marketing tactics so that anytime someone types in the Google or Bing search engine “homestyle cafe” or “cafe near me,” Countryside Cafe will be listed at the top of the search results.

The pricing of Countryside Cafe will be moderate and below or on par with competitors so customers feel they receive excellent value when purchasing their products and services. Certain items, such as the childrens’ menu items, will be priced at a reduced profit margin in order to facilitate larger families that want to visit and can afford to do so with the reduced prices.

Operations Plan

The following will be the operations plan for Countryside Cafe. Operation Functions:

  • Cheryl Nelson will be the co-owner and president of the company. She will oversee all business development and manage client relations.
  • Tammy Overton will be the co-owner and vice president of the company. She will manage the operations and oversee all staff members.
  • Tyler Grant will be the Office Manager who will manage the office administration, client files, and accounts payable.
  • Tommy Tucker will be the maintenance employee who will provide all maintenance and repairs at the property.

Milestones:

Countryside Cafe will have the following milestones completed in the next six months.

  • 5/1/202X – Finalize contract to lease restaurant space
  • 5/15/202X – Finalize personnel and staff employment contracts for the Countryside Cafe
  • 6/1/202X – Finalize contracts for Countryside Cafe vendors and wholesale accounts
  • 6/15/202X – Begin networking at industry events
  • 6/22/202X – Begin moving into Countryside Cafe restaurant
  • 7/1/202X – Countryside Cafe opens its doors for business

The Countryside Cafe will be owned by Cheryl Nelson and Tammy Overton. Together they have over twenty years of experience in managing and operating a regional cafe and they are highly skilled in the creation of menu items customers love, exemplary service to customers, and in their honed expertise in running efficient and profitable organizations.

Cheryl Nelson is the former manager of a family-owned restaurant and Tammy was the head staff person of a chain restaurant.Together, they have decided to bring a family friendly environment and homestyle, fresh foods to Tulsa. The menu will include breakfast, lunch and dinner meals, as well as popular favorites such as ice cream sundaes and homemade pies any time of day.

Financial Plan

Key revenue & costs.

The revenue drivers for Countryside Cafe are the fees they will charge to customers for their products and services.

The cost drivers will be the overhead costs required in order to staff Countryside Cafe. The expenses will be the payroll cost, rent, utilities, inventory, office supplies, and marketing materials.

Key Assumptions

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

  • Number of restaurant customers per Month: 1,000
  • Average revenue per Month: $25,000
  • Office Lease per Year: $100,000

Financial Projections

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

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

You can easily complete your Cafe business plan using our Cafe Business Plan Template here .

What are the Main Types of Cafe? 

There are a number of different kinds of cafe businesses , some examples include: Take-Out Cafe, Restaurant Cafe, Casual cafe, and Coffee Shop.

How Do You Get Funding for Your Cafe Business Plan?

Cafe businesses are often funded through small business loans. Personal savings, credit card financing and angel investors are also popular forms of funding.

What are the Steps To Start a Cafe Business?

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

  • Develop A Cafe Business Plan - The first step in starting a business is to create a detailed cafe business plan that outlines all aspects of the venture. This should include potential market size and target customers, the services or products you will offer, pricing strategies and a detailed financial forecast.  
  • Choose Your Legal Structure - It's important to select an appropriate legal entity for your cafe business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your cafe business is in compliance with local laws.
  • Register Your Cafe Business - Once you have chosen a legal structure, the next step is to register your cafe business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws. 
  • Identify Financing Options - It’s likely that you’ll need some capital to start your cafe business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms. 
  • Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations. 
  • Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events. 
  • Acquire Necessary Cafe Equipment & Supplies - In order to start your cafe business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation. 
  • Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your cafe business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising. 

Learn more about how to start a successful cafe business:

  • How to Start a Cafe

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Businessplan Café

Bei einem Businessplan für ein Café kommt es vor allen Dingen auf das richtige Geschäftskonzept an. In den letzten Jahren ging der Trend weg von den Cafés nach französischer Art und hin zu größeren Ketten und Anbietern von besonderen Kaffeespezialitäten. Deshalb ist es wichtig, sich mit dem geplanten Café richtig am Markt zu positionieren und dies auch im Businessplan herauszustellen.

Positiv wirkt sich für die Cafés aus, dass die Konsumenten immer mehr von den abendlichen Menüs mit mehreren Gängen weg gehen und stattdessen mehrmals am Tag kleinere Mahlzeiten zu sich nehmen. Hiervon profitieren insbesondere Cafés und Bistros, die ein entsprechendes Angebot an kleineren Speisen im Programm haben. Immer mehr finden sich in den deutschen Städten auch Coffeeshops nach italienischem oder amerikanischem Vorbild. Rund 400 dieser Läden haben sich mittlerweile in Deutschland angesiedelt.

Was die zu erwartenden Umsatzzahlen betrifft, so können diese im Businessplan anhand von Vergleichszahlen geschätzt werden. Generell machen kleinere Unternehmen mit ein bis zwei Beschäftigten etwa zwei Drittel des Umsatzes mit Getränken und ein Drittel mit Speisen . Dabei kommen etwa 40 Prozent der Einnahmen tatsächlich aus dem Verkauf von Kaffee. Dazu kommen nochmals 40 Prozent aus dem Außer-Haus Verkauf und 10 Prozent erzielen die Betriebe durchschnittlich mit direkten Lieferungen an Kunden. Pro Beschäftigtem wird dabei ein Jahresumsatz von etwa 29.000 Euro erzielt.

Auf der Kostenseite machen die Personalkosten mit rund 37,3 Prozent den größten Anteil aus, danach kommt der Wareneinsatz mit 24,9 Prozent. In jedem Fall sollte im Liquiditätsplan berücksichtigt werden, dass die Einnahmen direkt nach der Existenzgründung nicht ausreichen, um alle Ausgaben zu decken. Erfahrungsgemäß dauert es in der Gastronomie etwa 6 Monate bis ausreichend Gäste vorhanden sind, um einen Gewinn zu erzielen.

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Food Cafe Business Plan

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Having a cafe that smells like coffee and confectionery, buzzing with chatter, and made friendlier, and more engaging with books and music is a dream for many.

And if it’s your dream too, the search engine has brought you to the perfect spot!

Now you no longer need to sit and dream about having a cafe. Because we have tips and practices that can help you start your cafe business.

Opening a food cafe from scratch can be intimidating, but not if you have a food cafe business plan .

Industry Overview

The cafe industry stood at a whopping market value of 47.5 billion dollars in 2019. Though the pandemic had a major impact on the industry, it is gaining momentum once again.

According to statistics, Starbucks is the leading coffee brand in the US, with frappuccino being its most popular drink.

Although people of all ages consume coffee, with the senior population consuming three times more coffee than the younger ones, the 18-29-year-olds tend to be more experimental with their coffee than the older population.

Hence, it is a good practice to study your target audience and a few other aspects of the business to serve your customers better.

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business plan für ein cafe

Things to Consider Before Writing Your Food Cafe Business Plan

Although a business plan helps you deal with several aspects of your business, there are a few aspects you should look into before getting started.

Pick a theme

Now you might wonder what theme has to do with a cafe, isn’t great coffee enough?

But let’s say, think about Starbucks for example. Or Dunkin Donuts. They are the leading coffee brands in the US and what sets them apart from all the other brands is their theme.

There is a highly likely chance that a Starbucks cafe anywhere would have a similar look and feel, even if it optimizes its menu to serve different customers.

Decide upon a business structure

The legal structure of your business decides a lot ranging from taxes to the liability on your personal assets. Hence, it is important to figure out your legal structure before getting started.

Figure out the resources you’ll need

We all know that you’ll need supplies to whip up brilliant coffee, but for running a cafe you’ll need resources beyond the material. Both literally and figuratively.

Add services to enhance customer experience

The cafe business is extremely profitable if done right, but it attracts a lot of competition too. Hence, it is important to offer services that’ll help you stand out from your competitors.

Write Your Business Plan

Before you start writing your business plan for your new food cafe business, spend as much time as you can reading through some examples of  food and restaurant business plans .

If you are planning to start a new food cafe business, the first thing you will need is a business plan. Use our sample food cafe business plan to start writing your business plan in no time.

We have created this sample food cafe business plan for you to get a good idea about what a perfect food cafe business plan should look like and what details you will need to include in your stunning business plan .

Reading some sample business plans will give you a good idea of what you’re aiming for. It will also show you the different sections that different entrepreneurs include and the language they use to write about themselves and their business plans.

Food Cafe Business Plan Outline

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

  • Introducing Rodeo Mexican Cafe
  • Funding Requirement & Capitalization Plan
  • Summary of Financial Highlights
  • The Rodeo Experience
  • The Rodeo Vision
  • Purpose Statement
  • Cuisine Overview
  • Jessica’s Tienda de Regalos
  • Other Rodeo Activities
  • Customer Service Excellence
  • Creating a Great Service Staff
  • Attention to Details
  • Kid’s Menu
  • Sunday Brunch Menu
  • Strict Inventory Controls
  • Purchasing Cost Controls
  • Recipe & Portion Controls
  • Cross Utilization of Inventory
  • Sanitation & Food Handling
  • Software & Systems
  • Training Program
  • Money Management
  • Retention through Support & Feedback
  • Operating Details
  • Target Market
  • Market Segmentation
  • Rodeo’s Neighbors
  • Competitive Landscape
  • Key Competitors
  • Competitive Advantages
  • Market Positioning & Branding
  • Marketing Strategies
  • The Rodeo Staff
  • Compensation Program
  • Professional Services Providers
  • External Issues
  • Funding Requirement & Capitalization
  • Brunch Revenue Assumptions
  • Lunch Revenue Assumptions
  • Dinner Revenue Assumptions
  • Balance Sheet (Five-year projections)
  • Income Statement (Five-year projections)
  • Cash Flow Statement (Five-year projections)

After getting started with Upmetrics , you can copy this sample cafe business plan into your business plan to modify the required information, and download your food cafe business plan pdf or doc file.

It’s the fastest and easiest way to start writing your business plan.

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Download a sample food cafe business plan

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

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

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About the Author

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Ein Café ist ein Gastronomiebetrieb. Die Gastronomie ist eine sehr wettbewerbsintensive Branche. Die Arbeit in der Gastronomie kennzeichnet sich durch lange Arbeitszeiten vor allem abends und am Wochenende. Laut Statistik wechseln jährlich ca. 25 % der Gastronomiebetriebe den Besitzer. Fast 10 % der Existenzgründungen in der Gastronomie scheitern.

Die Branche ist sehr dynamisch, es entstehen ständig neue Trends (z.B. Lieferdienste, Fast-Food). In den letzten Jahren traten neue Marktteilnehmer in die Gastronomie ein, wie z.B. Bäckereien und Tankstellen. Die Angebote hier decken sich weithin mit denen eines Cafés. Einer der Hauptgründe für das Scheitern von Existenzgründern in der Gastronomie ist das Fehlen eines durchdachten Konzeptes. Dieser Businessplan ist daher so aufgebaut, dass Sie alle Einzelheiten Ihres Cafes in einem schlüssigen Konzept darstellen können. Unsere Businessplanvorlage bietet eine solide Grundlage, um Ihr Konzept überzeugend darzustellen.

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How to write a cafe business plan

Cafe business plans are boring.

No one likes writing them, very few people even want to read them…but they can be vital for the success of a new business.

Why? Because as you write down your plans on a page, the process makes you to think critically about the how viable your concept really is.

There are a lot of long, technical business plan templates out there. This is not one of them. This is a simple, practical cafe business plan template for everyday humans.

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Jump to a section in this article

A good business plan should make you answer hard questions like:

  • How are you really going to be different from your competitors?
  • Where are your customers going to come from?
  • How much money do you need to get started? (and then stay afloat for the first year)
  • What sales & profit are you projecting over the first 3 years?

Start with your goals

business plan für ein cafe

Start by answering the most important, and often most difficult question: why are you doing this?

Some people are in it for the money, some are buying themselves a new career, some just want to see their vision become a reality. Your specific goals could also include how you’ll impact the community, your family (like time off) and a whole lot more.

Ultimately, you want to communicate what success looks like to you.

While you’re at it, I think it’s also wise to at least think about an exit plan. I know that seems like the opposite of what you should be doing right now, but having a strategy for selling or expanding your business will be a big deal in years to come. Some questions to ask all the partners involved in the business are: Is this for life, or are we planning to sell at some stage? How many years before we take a look at our options?

Marketing Plan: Who is this business for?

business plan für ein cafe

The most effective businesses are designed with specific customers in mind. The more specific you get, the more you can focus the plan on what they want. The example above (from the business plan template) breaks down customers into segments based on who they are (demographics) and what “occasion” (time of day, circumstance) you can fulfil. Now we have an idea of who they are, let’s have a look at what the competition is doing.

Your Competition & Competitive Advantage

If you already have an exact location lined up, go ahead and take a look at which customer segments your closest competitors are looking after.

Be honest, most businesses have something and someone they’re just right for. Find out what it is and compare it to the segments you're targeting.

Identify those things that you can focus on to help you stand out. Remember, you don’t have to please everyone, but you do need to be completely amazing for the customers you’re targeting.

Once, you really understand your customer & your competitive advantage you’re off to a great start. The marketing plan should also include:

  • Pricing Strategy
  • Promotions & Advertising Strategy
  • S.W.O.T. Analysis – that is, the strengths, weaknesses, opportunities & threats of your business concept
  • Branding & Store Design Strategy

Once you've got the fundamentals of your marketing strategy in place, take a look at our list of 12 cafe marketing ideas that can help give you some inspiration for specific tactics & promotions

Operations Plan

How are you going to run this thing?

Yes, you need to cover mind numbing details like:

  • Business structure - company, partnership, sole trader, etc)
  • Approvals / Registrations Needed – Development Approvals, Outdoor dining permit, etc
  • Trading hours
  • Opening date

But the big one for a cafe business is Location & Lease…

Location & Lease Strategy

business plan für ein cafe

Now if you’ve already signed a lease there’s not a lot to see here. Just outline the detail of the site and the basic lease terms.

In your plan, include a basic shopping list for your ideal site. Here’s an example from the cafe business plan template We are seeking a 100-150m2 retail lease with street frontage. The site will have high passing foot traffic drawing from a mix of office workers & local residents.  We are seeking minimum lease terms of 3 years + a 3 year option to allow a return on investment.

You can something like this to talk with brokers & real estate agents. It gives both you and them something to focus your search.

business plan für ein cafe

Who do you need to make this happen?

Ask any experienced cafe owner, the number one thing keeping them up at night is staff.

Now is the right time to think through who you need & what skills they need to bring. You should also make it clear what sort of hours & skills both you (and your business partners) are going to contribute.

business plan für ein cafe

How much is it going to cost to get started? How are you going to make money after that? The plan should include a Profit & Loss Statement (also called an 'Income Statement') – ideally over 3 years. Budget for opening costs. Including fit-out, equipment, stock & working capital.Where the money is coming from. Savings, loans, leasing, your parents...

Yes,  forecasting sales  is hard, even hospitality veterans get it wrong, but it’s important that you try. You can start with benchmarks & examples from other cafe businesses (a sample is included in the business plan kit) – but it’s wise to run your numbers by people who have done it before. They can provide a reality check based on your plan and location.

Ready to find out more about opening a café? Check out our step-by-step guide to opening a coffee shop - or take a look at our guide to buying a cafe.

business plan für ein cafe

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Cafe Bistro Coffeehouse Business Plan

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The Watertower Cafe

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

The Sweet Auborn District in Atlanta Georgia is in need of a cafe that serves the residents and people that work in the area. The population is growing and the places where people can get a meal are over crowded. The cafe that was serving the function,  Cafe Apres/Diem moved out of the area leaving a opening.

The Watertower is a full-service restaurant/cafe located in the Sweet Auburn District of Atlanta. The restaurant features a full menu of moderately priced “comfort” food influenced by African and French cooking traditions, but based upon time honored recipes from around the world. The cafe section of The Watertower features a coffeehouse with a dessert bar, magazines, and space for live performers.

The casual dining/full service restaurant market is a $100+ billion industry in the United States, with annual increases in revenue outpacing 5% yearly. More and more people are choosing to eat out. One of the most common reasons cited by restauranteurs and industry associations is that women have joined the workforce in record numbers. In fact, from 1955 to 1995, the dollars spent for food away from home rose by almost 20%, coinciding with the number of women entering the work force. With two income earners per household, neither person may have time to fix meals. Since the 1950s, commercial food service sales have continued to rise as more and more people find that eating away from home suits their lifestyles

Competition

The general nature of the competition is typically a 70 to 150 seat restaurant with outdoor seating. The menu prices for entree’s range from $7.00 to over $25.00. All of the surrounding establishments serve, at a minimum, beer and wine. Most serve liquor-spirits as well.

The Watertower will provide accessible and affordable high quality food, coffee-based products, and entertainment to the thousands of residents and hotel visitors located within a five-mile radius. In time, The Watertower will establish itself as a “destination” of choice to the many residents of the greater Atlanta metropolitan area, as well as numerous out-of-town visitors.

Expectations

We expect income to approach $2.1 million for calendar for the first year in business. It should increase to $2.57 million by the end of the third year.

Financial Highlights by Year

Financing needed.

We will start with getting $214,000 dollars to get going.  That is $124,000 from investor 1 and $64,000 from investor 2. We will also be getting a $30,000 loan. We will be able to pay the loan and the investment back by year 3

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  • ZenBusiness > …
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  • > How to Open a Bakery in California

How to Open a Bakery in California

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Start Your California Bakery

Are you passionate about baking and dream of starting your own bakery in the sunny state of California? Look no further. In this guide, we’ll walk you through the step-by-step process of starting a bakery business in California. From naming your bakery to obtaining licenses and permits, we’ll provide you with valuable insights and expert tips. 

So let’s dive into the steps to create a bakery in California.

Step 1: Name your bakery in California

Choosing the perfect name for your bakery is an exciting first step. When naming your business in California, it’s important to adhere to specific requirements for LLCs and corporations.

For LLCs , the name of your bakery must include one of the following designators: “Limited Liability Company,” “LLC,” or “L.L.C.” For corporations, The name of your bakery should include a corporate designator such as “Corporation,” “Corp,” or “Inc.” No matter what kind of entity you create, your name should be distinguishable from other registered businesses in the state. You can check the availability of your desired name on the California Secretary of State’s website.

Remember, a distinctive and memorable name can leave a lasting impression on your customers and help your bakery stand out in the competitive California market. Want more inspiration? Take a look at our bakery names page.

Step 2: Develop a bakery business plan

Crafting a solid business plan is essential for the success of your bakery. It acts as a roadmap, outlining your goals, strategies, and financial projections. Key components of a business plan include the executive summary, company description, market analysis, organization and management, menu, marketing plan, funding, and financial projections. A well-crafted business plan will not only guide your bakery’s growth and avoid mistakes , but also help you secure financing if needed.

Step 3: Choose a business entity type

When starting a bakery in California, it’s important to choose the right business entity type that aligns with your goals, liability concerns, and long-term plans. Here are the main entity types to consider:

  • Sole Proprietorship : A sole proprietorship is the simplest and most common business structure. It offers complete control and easy setup, but it also means that you and your business are legally considered the same entity. This structure lacks personal liability protection, meaning your personal assets could be at risk if any legal issues arise.
  • Partnership : A general partnership involves two or more individuals who share ownership, responsibility, and profits. This entity type allows for shared decision-making and resources, but it also means that partners share personal liability for the business’s debts and legal obligations.
  • Limited Liability Company (LLC) : An LLC provides the benefits of both a corporation and a partnership. It offers personal liability protection, meaning your personal assets are typically separate from the business’s liabilities. It also provides flexibility in management and tax treatment. An LLC requires less formalities than a corporation but still offers credibility and professionalism.
  • Corporation : A corporation is a separate legal entity from its owners (shareholders). It offers strong personal liability protection, meaning the shareholders’ personal assets are generally shielded from business liabilities. However, corporations require more complex formation and ongoing compliance requirements, such as holding regular meetings, keeping detailed records, and filing annual reports.

Each business entity type has its advantages and disadvantages. Sole proprietorships and partnerships are simpler to set up and have fewer compliance requirements, but they lack personal liability protection . LLCs and corporations provide personal liability protection, but they have more formalities and may involve additional costs.

When deciding on the best entity type for your bakery, consider factors such as your risk tolerance, long-term goals, growth plans, taxation considerations, and the level of personal liability protection you desire. Consulting with a legal or tax professional can provide valuable guidance in selecting the most suitable entity type for your specific bakery business.

Step 4: Find a location in California

Finding the perfect location for your bakery is vital for attracting customers. Consider factors such as foot traffic, parking availability, and proximity to your target market. Additionally, ensure compliance with local zoning laws and regulations. Carefully scout potential locations that align with your bakery’s vision and target audience.

Step 5: Get California bakery business licenses and permits

Obtaining the necessary licenses and permits is a critical step in opening a bakery in California. The specific requirements may vary depending on whether you have a home-based bakery or a brick-and-mortar establishment. Let’s explore the licenses and permits you may need for each type:

Home-Based Bakeries

Operating a home-based bakery is an attractive option for those who want to start a bakery business with less initial investment compared to a traditional brick-and-mortar set up. If you plan to operate your bakery from your home kitchen in California, you will need to secure a Cottage Food Operations (CFO) permit.

A CFO permit allows home bakers to prepare, package, and sell specific “non-potentially hazardous” foods directly to consumers. The term “non-potentially hazardous” refers to foods that don’t require refrigeration to prevent foodborne illnesses. This includes items such as bread, cookies, pastries, jams, jellies, and more.

The CFO permit is divided into two classes. Class A permits allow you to sell directly from your home, farmers’ markets, and community events. Class B permits allow for both direct and indirect sales, which means you can also sell your products through local shops, restaurants, and other third-party retailers.

One thing to note is that you need to meet specific home kitchen criteria to get approved for a CFO permit. This includes ensuring your home kitchen is clean and properly equipped for baking, and meeting all food safety and sanitation standards.

However, even if you have a CFO permit, there are restrictions on the types of products you can sell. Your baked goods cannot contain cream, custard, or meat fillings, which are considered potentially hazardous. You also cannot sell baked goods that require refrigeration.

In addition to the restrictions on the types of products you can sell, California imposes an annual gross sales limit for home-based bakeries. As of 2022, Class A CFO permit holders cannot have gross annual sales of more than $75,000, while Class B CFO permit holders are limited to gross annual sales of $150,000 or less.

Brick-and-Mortar Bakeries

Operating a brick-and-mortar bakery in California can offer an advantage of providing customers with an immersive sensory experience and allowing them to connect with your brand on a deeper level. However, this type of operation also demands certain considerations and specific licenses and permits, which are often more complex than those required for home-based bakeries.

Let’s take a look at some of the key requirements and considerations:

  • Food Service Establishment Permit: This permit, obtained from your local health department or county’s Environmental Health Services, is required for all commercial food establishments, including brick-and-mortar bakeries. It ensures your business is in compliance with health and safety regulations, and often requires regular inspections.
  • Zoning and Land Use Permits: Depending on your bakery’s location, you may need to obtain zoning and land use permits. These permits ensure your business is in compliance with local ordinances related to how the property can be used. Some cities or counties have specific zoning laws for businesses that manufacture food products. You can obtain these permits from your city or county planning department.
  • Health Permits: In addition to the Food Service Establishment Permit, you may need additional health permits. For instance, a Food Handler’s Permit is required in some localities to demonstrate that you and your employees have undergone proper food safety training. Other possible health-related permits may include a permit for managing food waste or dealing with grease disposal, especially if your bakery uses large amounts of butter or other fats.
  • Building and Fire Safety Compliance: Depending on the age and location of your building, as well as the specific modifications you make to accommodate your bakery, you may need to demonstrate compliance with local building and fire codes. These can include providing sufficient exits, adhering to guidelines on the placement and type of fire extinguishers, and ensuring your electrical wiring and equipment meet safety standards.
  • Business License: Most cities or counties in California require businesses to obtain a business license to operate legally. The specifics vary by location, so you’ll need to check with your local city or county clerk’s office for details.
  • Alcoholic Beverage License: If you plan to sell beverages containing alcohol at your bakery, you’ll need to apply for a license from the California Department of Alcoholic Beverage Control.
  • Seller’s Permit: If you are selling goods in California, whether wholesale or retail, you are required to hold a Seller’s Permit. This permit is issued by the California Department of Tax and Fee Administration (CDTFA).
  • Signage Permit: Some cities require businesses to obtain a permit before installing signage. Check with your local government to determine if you need a signage permit.
  • Environmental Permits: Depending on your bakery’s operations and waste output, you may need various environmental permits. For instance, if your bakery disposes of a high volume of food waste or produces substantial waste water, you might require specific permits.

It’s crucial to understand that requirements can vary by city and county. Therefore, it’s highly recommended to reach out to your local county health department or relevant regulatory agency to determine the exact permits and licenses required for your specific location. You can consult a legal or business professional to help you navigate these regulations and ensure your bakery is compliant. Our business licensing report can also help you easily learn what licenses you’ll need to operate legally and safely.

Remember, these licenses and permits are not just a one-time requirement. Most of them require renewals, often annually, and some will require regular inspections. Ensure you’re keeping track of renewal dates and inspection schedules to avoid lapses and potential penalties.

Step 6: Register for taxes in California

To ensure compliance with tax regulations, you’ll need to register for an employer identification number (EIN) and other state and local taxes. In California, this includes registering for franchise taxes , sales taxes, and so on. Be sure to tackle these registrations ahead of time so you know what to expect in advance.

Step 7: Plan your financials

There are a lot of aspects to planning your finances for a California bakery. Here are some of the most common aspects to consider.

Determine your baked goods pricing

Setting the right prices for your baked goods is crucial for profitability. Consider factors such as ingredient costs, overhead expenses (see below), competition, and desired profit margins. Conduct market research to understand the pricing range for similar bakery products in your area. By striking a balance between affordability and value, you can attract customers while ensuring your bakery remains financially sustainable.

Exploring various pricing models can help you determine the most effective strategy for your bakery. Some common pricing models include:

  • Cost-Plus Pricing : Calculate the total cost of producing each baked good, including ingredients, labor, and overhead, and add a desired profit margin.
  • Competitive Pricing : Analyze the pricing of your competitors and set your prices accordingly. Consider the quality and uniqueness of your products when positioning them in the market.
  • Value-Based Pricing : Set prices based on the perceived value of your baked goods. Factors such as high-quality ingredients, artisanal techniques, or unique flavors can justify a higher price point.

These are just a few pricing models. You can learn about others on our pricing strategies page .

Calculate your bakery startup costs

Before opening your bakery, it’s crucial to estimate and plan for the initial bakery startup costs . These may include:

  • Equipment and supplies : Account for the cost of ovens, mixers, refrigeration units, baking pans, utensils, packaging materials, flour mill , and other necessary equipment. Don’t forget to include the cost of initial inventory, such as flour, sugar, butter, and other baking ingredients.
  • Renovation and leasehold improvements : If you’re setting up a brick-and-mortar bakery, factor in costs for any necessary renovations or leasehold improvements to create a functional and appealing space.
  • Licenses and permits : Consider the fees associated with obtaining the required licenses and permits discussed in Step 5.
  • Marketing and advertising : Allocate a budget for promoting your bakery’s grand opening and ongoing marketing efforts, such as signage, print materials, website development, and digital marketing campaigns.

Analyze your bakery costs and find the break-even point with our break-even calculator.

Open a business bank account

Separating your personal and business finances is essential for accurate bookkeeping and financial management. Open a business bank account to handle all bakery-related transactions. This will streamline your accounting processes, simplify tax reporting, and ensure a clear distinction between personal and business expenses.

Set up accounting systems

Establishing sound accounting systems will help you keep track of your bakery’s financial health. Consider using accounting software or hiring a professional accountant to manage your financial records, track expenses , generate reports, and handle tax obligations accurately.

By carefully planning your financials and considering all the costs involved, you can set your bakery on the path to success. Remember to revisit and adjust your pricing periodically to account for changes in ingredient costs, market demand, and other factors affecting profitability.

Step 8: Fund your California bakery

Securing funding for your bakery may be necessary to cover startup costs , equipment purchases, and other essential expenses. Explore various funding options such as small business loans, working capital loans , crowdfunding, personal savings, or small business grants . 

Keep in mind that these financial decisions can impact your liability protections, as many banks require personal guarantees for loans. You might also decide to bring in a partner, which will require you to collaborate, write an operating agreement or partnership agreement, and more.

Step 9: Get insurance

Protecting your bakery with the right insurance coverage is crucial. Consider policies such as general liability insurance, property insurance, and workers’ compensation insurance. Adequate insurance coverage provides peace of mind and safeguards your bakery against unexpected events.

Step 10: Find bakery suppliers and negotiate prices

Establishing relationships with reliable bakery suppliers is essential for sourcing high-quality ingredients and equipment. Conduct thorough research, compare prices, and negotiate favorable terms.

Step 11: Create your brand and atmosphere

Building a strong brand and creating a welcoming atmosphere are vital for attracting customers and fostering loyalty. Develop a unique brand identity, including a memorable logo, appealing packaging, and consistent messaging. Craft an inviting ambiance within your bakery that reflects your brand’s values and resonates with your target audience.

Some businesses might find it helpful to hire an interior designer to create a beautiful space, but it’s possible to handle these tasks yourself, too.

Step 12: Implement marketing and advertising

Effective marketing and advertising strategies are key to driving awareness and attracting customers to your bakery. Utilize both online and offline channels, such as social media, local publications, community events, and partnerships.

For some small businesses, free tools like a business account on social media channels is a great starting point. Other businesses might even hire a marketer to create a full campaign.

How to Open a Bakery in Other States

Thinking about starting a bakery? Learn how to open your own bakery with these step-by-step business guides specifically written for your state’s requirements.

  • How to Start a Bakery in Florida
  • How to Open a Bakery in Illinois
  • How to Start a Bakery in New York
  • How to Open a Bakery in Texas
  • How to Open a Bakery in Virginia
  • How to Open a Bakery in Pennsylvania

Start Your California Bakery Today

A bakery can be your ticket to a profitable business model. The market is there, and once you have a solid business plan, a business registration, the right financing, and a marketing strategy, you’ll be well on your way to running your own successful company.

We can help you achieve your dreams of starting a bakery. Start your LLC with ZenBusiness for free today — all you’ll pay is your state’s required fee.

Disclaimer: The content on this page is for informational purposes only and does not constitute legal, tax, or accounting advice. If you have specific questions about any of these topics, seek the counsel of a licensed professional.

California Bakery FAQs

Do you need a license to sell baked goods from home in california.

Yes, to sell baked goods from home in California, you need a Cottage Food Operations (CFO) permit issued by the county health department where your home kitchen is located. This permit is required regardless of the scale of your operation.

Securing a CFO permit is a two-step process. The first step involves completing a self-certification checklist to confirm your home kitchen meets specific requirements related to cleanliness, food safety, and sanitation.

The second step involves completing a Cottage Food Operations (CFO) application form and submitting it along with the required fee to your county’s environmental health department. The fee varies by county.

Once your application is approved, you will receive a CFO permit that authorizes you to start selling your home-baked goods directly to consumers (Class A) or through third-party retailers (Class B), depending on the class of permit you applied for. The CFO permit must be renewed annually, and the renewal process typically involves a review of your self-certification checklist and payment of a renewal fee.

It’s important to note that even with a CFO permit, you must comply with specific labeling requirements. This means your baked goods must have labels that clearly display information such as your business name and address, the CFO permit number, the ingredients of the product, allergen information, and a statement that the product was made in a home kitchen.

Failure to obtain the necessary permits or comply with the set guidelines can result in penalties, including fines and the revocation of your CFO permit. Therefore, it’s crucial to familiarize yourself with the specific requirements and regulations outlined by the California Department of Public Health and your local county health department to ensure compliance and the legal operation of your home-based bakery.

How profitable is owning a bakery?

The profitability of owning a bakery can vary depending on various factors such as location, target market, pricing strategy, and operational efficiency. While some bakeries thrive and generate substantial profits, it’s important to note that the industry can be competitive and profit margins may fluctuate. Success in the bakery business often relies on offering high-quality products, effective marketing, efficient operations, and building a loyal customer base.

What do I need to start a small bakery business?

To start a small bakery business, you’ll need several key elements. These include:

  • A well-defined business plan outlining your bakery’s goals, target market, products, marketing strategy, and financial projections.
  • Sufficient startup capital to cover expenses such as equipment, ingredients, permits, licenses, and marketing efforts.
  • A suitable location, whether it’s a commercial space for a brick-and-mortar bakery or a dedicated home kitchen for a home-based bakery.
  • Essential equipment and supplies such as ovens, mixers, baking utensils, refrigeration units, and packaging materials.
  • Knowledge and skills in baking and pastry-making, or the ability to hire experienced bakers.
  • Compliance with local and state regulations, including obtaining the necessary licenses, permits, and certifications.

Can you make a living owning a bakery?

Yes, it is possible to make a living by owning a bakery. However, the level of income will depend on various factors such as the bakery’s location, size, target market, pricing, operational efficiency, and market demand. To increase your chances of financial success, it’s important to have a solid business plan, differentiate your bakery through unique offerings or exceptional quality, effectively market your products, and manage costs and resources efficiently. With dedication, hard work, and a strong business strategy, owning a bakery can be a fulfilling and financially rewarding venture.

“This is your life. You want to get it right.”

– Mark Cuban on Starting a Business

Entrepreneur and Shark Tank host lays out 3 steps to follow when starting a business

  • Form an LLC to protect your liability
  • Set up your banking and accounting
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Small Businesses

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Help for Small Businesses | 7 Steps

Starting a new business is exciting and challenging. To help you through the process, we’ve outlined the seven basic steps you need to follow.

1. CONSTRUCT A BUSINESS PLAN

Planning and preparation will help reduce risks that are common to starting a new business. A business plan helps to evaluate your needs and also acts as a guide to map out the course of your business. For assistance with creating a successful business plan, visit the Small Business Administration .

2. CHECK ZONING RESTRICTIONS

Before establishing and finalizing any location plans or lease agreements, check with the Development Services Center to see if your location is zoned for your type of business and verify if any special permits are required. Contact the City of Gilroy Planning Department for any specific zoning questions.

3. ESTABLISH A BUSINESS STRUCTURE

Business structures affect your income taxes and levels of personal liability. If your business will be established either as a Partnership, Corporation, S Corporation, Limited Liability Company (LLC) or as a Non-Profit, you must register with the State of California. For more information, please visit the Secretary of State website or call 916-653-6814.

4. REGISTER FICTITIOUS NAME & OBTAIN BUSINESS LICENSE

If you give your business a name other than your own, you must file a Fictitious Business Name with the Santa Clara County Clerk . After you have registered your fictitious name, you will need to obtain a business license from the City of Gilroy . Home-based businesses, self-employed persons, and independent contractors are also required to have a business license .

5. OBTAIN IMPORTANT PERMITS

To ensure that structures are safe for occupancy, building permits are required for all new construction as well as structural modifications and remodeling. Permits for other uses, such as signage and food vending, may be necessary. Certain locations may also require payment of impact fees. Please call 408-846-0440 or visit the City of Gilroy website to find out which permits are required for your business.

When is a building permit required?  Click here for a list of examples

Businesses selling tangible personal property in the State of California must apply for a Seller’s Permit/Resale Number. For more information, check the California Department of Tax and Fee Administration (CDTFA) website or call 1-800-400-7115.

For a complete reference of regional, state and federal permits required in California, visit the CalGold website , sponsored by the Governor’s Office of Economic Development.

6. CHECK TAX INFORMATION

Various taxes may be levied on businesses, including employment and income taxes. The City of Gilroy has a transit occupancy tax (TOT) but no business or utility user taxes. For more information on California taxes, contact the California Department of Tax and Fee Administration (CDTFA) website or call 1-800-400-7115.

7. OBTAIN AN EMPLOYER IDENTIFICATION NUMBER (EIN)

If you plan on employing anyone outside of your immediate family, you must obtain an Employer Identification Number (EIN). Hiring other employees requires responsibilities including paying additional taxes, creating employee eligibility standards, and obtaining workers compensation insurance. Employer ID numbers may be obtained through completing SS-4 forms, provided by the IRS. Visit the IRS website to download forms . Apply by telephone—option available to international applicants only.

Economic Development Partners

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SMALL BUSINESS RESOURCES

SBA Small Business Planner This portal will help you create and execute your business plan.

(SCORE) Service Corps of Retired Executives SCORE is America’s premier source of free and confidential small business advice for entrepreneurs.

(SBDC) Small Business Development Center America’s Small Business Development Center Network is the most comprehensive small business assistance network in the United States and its territories.

Cal Coastal Cal Coastal is a California-chartered Financial Development Corporation which provides loan capital and other financial services to businesses and farms located on the Central Coast.

DEVELOPMENT RESOURCES Some of the following links are PDFs. If you cannot view them please download Adobe Reader by clicking here .

City of Gilroy General Plan Land Use Map

City of Gilroy Planning Forms

City of Gilroy Business License

City of Gilroy Schedule of Development Fees

Gilroy Chamber of Commerce Business Database

Why Gilroy?

" Joining the Gilroy Chamber of Commerce is one of the best business decisions I have made. "

Anita Bedoya, Owner, Lapels Dry Cleaning

" While facing some delays opening our taphouse the Gilroy Chamber of Commerce intervened. Their creative approach to problem solving saved the day. The Chamber’s connections made a difference for us. "

Ryan and Larissa Dickerson, Owners of Bitter Taphouse

" The Chamber has done a great job keeping me informed. "

James Gargiulo, Spectrum Small Business Advisor

" We have been able to rely on the Chamber whenever we needed to be connected to people, resources and information. "

Jaime Rosso, CEO, Rosso’s Furniture

" We have been actively involved in the Chamber for 20 years. We continue to stay involved because of the critical information they provide. "

Bruce & Audrey Haller, Cafe 152 Bread Co.

" As a Gilroy Chamber of Commerce member, I’ve met more people, been able to give back to the community and be involved in decisions that affect our local economy. "

Maria Cid, Farmers Insurance

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    2. Sort your priorities. Setting up a business can feel chaotic. A business plan makes things a bit simpler by giving you direction, defining objectives, and creating the strategies to help you reach your goals. It also helps you think about challenges you might face, so you can plan for a way to manage them.

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    Customer Focus The Countryside Cafe will target customers throughout the Tulsa region who enjoy eating comfort foods, such as they may have grown up eating. Secondary target customers will be those who enjoy the hometown-feel of a small cafe rather than a large or more modern establishment.

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    Food Cafe Business Plan Outline. This is the standard food cafe business plan outline which will cover all important sections that you should include in your business plan. Executive Summary. Introducing Rodeo Mexican Cafe. Funding Requirement & Capitalization Plan. Summary of Financial Highlights. The Cafe. The Rodeo Experience.

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    The marketing plan should also include: Pricing Strategy. Promotions & Advertising Strategy. S.W.O.T. Analysis - that is, the strengths, weaknesses, opportunities & threats of your business concept. Branding & Store Design Strategy. Once you've got the fundamentals of your marketing strategy in place, take a look at our list of 12 cafe ...

  17. How to Write a Business Plan for Opening a Cafe

    Think of your business plan as a roadmap for your café's success. It's a document that outlines your vision, goals, and strategies for making your . ... Create a Financial Plan. Opening a cafe requires a significant investment of time and money. Before you can open your doors, you need to create a financial plan that outlines your startup ...

  18. Cafe Bistro Coffeehouse Business Plan

    Solution The Watertower is a full-service restaurant/cafe located in the Sweet Auburn District of Atlanta. The restaurant features a full menu of moderately priced "comfort" food influenced by African and French cooking traditions, but based upon time honored recipes from around the world.

  19. 30 Coffee Shop Präsentationsfolien Vorlagen (PPT, Keynote, & Google

    Diese PPT-Vorlage für einen Coffee Shop ist perfekt für jedes Café. Sie ist einfach zu verwenden und vielseitig. Alle Aspekte dieser Coffee Shop PowerPoint-Präsentationsvorlage können angepasst werden, wie die Farben und Formen. Sie enthält 30 Kaffee-Präsentationsfolien in Full HD für neuere Bildschirme.

  20. Business Plan Software With Performance Tracking

    LivePlan has helped over 1 million business owners build better businesses. It's proven, companies that plan and track against their plan grow 30% faster than those that don't. No matter your industry, location, or size — LivePlan helps you get your business off the ground and grow. "It wasn't my intention to be an entrepreneur or a ...

  21. How to Start a Bakery Business in California

    Step 1: Name your bakery in California. Choosing the perfect name for your bakery is an exciting first step. When naming your business in California, it's important to adhere to specific requirements for LLCs and corporations. For LLCs, the name of your bakery must include one of the following designators: "Limited Liability Company ...

  22. Small Businesses

    To help you through the process, we've outlined the seven basic steps you need to follow. 1. CONSTRUCT A BUSINESS PLAN. Planning and preparation will help reduce risks that are common to starting a new business. A business plan helps to evaluate your needs and also acts as a guide to map out the course of your business.

  23. Jiaren Cafe: Coffee, Boba & Events

    Jiaren Cafe: Coffee, Boba & Events, Santa Clara, California. 1,429 likes · 16 talking about this · 1,411 were here. Jiaren Cafe is a non-profit neighborhood cafe in Santa Clara, featuring high...