Coffee Shop Business Plan Template

Written by Dave Lavinsky

Coffee Shop Business Plan Template

If you want to start a coffee shop business or expand your current one, you need a business plan.

Over the past 20+ years, our coffee shop business plan template has helped over 7,000 entrepreneurs and business owners create business plans to start and grow their coffee shops.

Below are links to each section of a successful coffee shop business plan:


Coffee Shop Business Plan FAQs

You can download our coffee shop business plan PDF template here. This is a business plan template you can use in PDF format.

A business plan provides a snapshot of your coffee shop 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.

It also includes a full financial plan including five year financial projections, your income statement, balance sheet and cash flow statements.

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

The main sources of funding for a coffee shop 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 coffee business or 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. Venture capitalists will not fund a coffee shop. They might consider funding a chain, but never an individual location. This is because most venture capitalists are looking for millions of dollars in return when they make an investment, and an individual location could never achieve such results.