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Bakery Business Plan Template

Business Plan Outline

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

Bakery Business Plan

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

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

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

How To Write a Bakery Business Plan & Sample

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

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

Next Section: Executive Summary >

Bakery Business Plan FAQs

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

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

Where Can I Download a Bakery Business Plan Template?

Get a downloadable bakery business plan template here . 

What Are the Main Types of Bakeries?

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

How Do You Get Funding for Your Bakery?

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

Learn More:  Seeking Funding from Angel Investors vs Venture Capitalists

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

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

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

What are the Steps To Open a Bakery Business?

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

1. Develop A Bakery Business Plan - The first step in opening a business is to create a detailed bakery business plan that outlines all aspects of the venture. This should include potential market size and target customers, the services or products you will offer, pricing strategies and a detailed financial forecast.  

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your bakery business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your bakery business is in compliance with local laws.

3. Register Your Bakery Business - Once you have chosen a legal structure, the next step is to register your bakery business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws. 

4. Identify Financing Options - It’s likely that you’ll need some capital to open your bakery business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms. 

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations. 

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events. 

7. Acquire Necessary Bakery Equipment & Supplies - In order to start your bakery business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation. 

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your bakery business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising. 

Learn more about how to start a successful bakery business:

  • How to Open a Bakery Business

Where Can I Get a Bakery Business Plan PDF?

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

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How to Write a Bakery Business Plan + Template


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

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

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

Download the Ultimate Bakery Business Plan Template

What is a Bakery Business Plan?

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

Why Write a Bakery Business Plan?

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

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

Writing an Effective Bakery Business Plan

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

Executive Summary

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

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

Company Description

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

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

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

Industry Analysis

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

Questions to answer include:

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

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

Customer Analysis

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

For example, a bakery’s customers may include:

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

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

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

Competitive Analysis

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

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

Marketing Plan

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

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

Operations Plan

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

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

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

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

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

Management Team

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

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

Financial Plan

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

This includes the following three financial statements:

Income Statement

Your income statement should include:

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

Sample Income Statement for a Startup Bakery  

Balance sheet.

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

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

Sample Balance Sheet for a Startup Bakery  

Cash flow statement.

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

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

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

Sample Cash Flow Statement for a Startup Bakery  

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

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

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

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

Finish Your Bakery Business Plan in 1 Day!

Wish there was a faster, easier way to finish your bakery business plan?

With our Ultimate Bakery Business Plan Template you can finish your plan in just 8 hours or less!

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Bakery Business Plan: How to write it [Complete Guide]

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  • January 3, 2023
  • Food & Beverage

business plan for bakery industry

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

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

1. Executive Summary

The executive summary of a business plan gives a sneak peek of the information about your business plan to lenders and/or investors.

If the information you provide here is not concise, informative, and scannable, potential lenders and investors will lose interest.

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

Why do you need a business plan for a bakery?

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

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

How to write your bakery’s executive summary?

Provide a precise and high-level summary of every section that you have included in your bakery business plan. The information and the data you include in this segment should grab the attention of potential investors and lenders immediately. Ensure that the executive summary doesn’t exceed 2 pages in total.

The executive summary usually consists of the five major sub-sections that include:

  • Business Overview : give a brief introduction to your bakery and quickly describe your brand, its offerings, the pricing list of products and what sets you apart from your competitors
  • Market Overview : the market analysis segment will contain an overview of the expected bakery market size and growth in your area, as well as an analysis of your competitors and target audience
  • Management & People : introduce your bakery’s management and employee structure. Provide a brief (no more than a couple of sentences each) of the knowledge and experience of the team. Also, speak here about your hiring plans and the reporting lines
  • Financial Plan : how much profit and revenue do you expect in the next 5 years? When will you reach the break-even point and start making profits? Include here a chart depicting your key financials such as revenue, gross profits, and net profit
  • Funding Ask : what loan/investment/grant are you seeking? How much do you need? How long will this last?

business plan for bakery industry

Bakery Financial Model

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

2. Bakery Business Overview

In this section of your bakery business plan, you will provide an overview (slightly more detailed) of your business. If there is something unique about your baked products, mention that in this segment.

Some of the most important questions that you must try to answer in this section include:

  • Why are you opening a bakery?
  • Where will your bakery be located and why did you choose that location?
  • What type of baked products will you sell (low-calorie, vegan, gluten-free, etc.)?
  • Why do you want to offer those product lines?
  • How will you price your food offerings?
  • Will your operating hours be the same as your competitors?
  • Who is your target audience?
  • What will be the legal structure of your company?

Let’s look at different subsections that you must include:

a) History of the Project

Any business must have two components:

  • Passion & experience of the business owner
  • Rationale behind the business

Passion & Experience

It is not necessary to have any prior experience with a bakery. As long as you are passionate about it and you know your market, you are good to go. 

However, if you have any experience, make sure that you are mentioning that. For example, you may have been a head pastry chef and a creative cake decorator in a popular bakery for 6 years and now you want to launch your own bakery.

No matter what, ensure that you demonstrate not just passion but also some industry knowledge that you must garner through thorough research.

Every business has a rationale behind its existence. What’s yours? Are you going to solve some problems that exist in the current bakery business scene? 

For instance, the target market may have a very high percentage of pastry-loving obese people. You may be the first one to introduce low-calorie pastries, cakes, and other baked items. 

Similarly, if the area has a high vegan density, you may want to introduce a line of vegan products that no other bakery in the area is offering.

You must also ensure that the market is conducive for the business to exist. For instance, if you are a master cake maker who makes ultra-realistic cakes that cost a lot and try to sell them in a low-income neighborhood, your cakes will probably not sell.

Therefore, it is important to understand the market before starting a business to prevent extreme losses, and eventually closure.

b) Business Model

This is where you will talk about the business model and the type of bakery you want to open. Some points that you need to briefly describe here are:

  • Will you buy a new bakery, or will you buy an old one and remodel it?
  • Will you open a specialty bakery, a counter service bakery, or some other bakery type?
  • What equipment, technologies, inventory, and tools will you need to operate your bakery?
  • Where will you source your ingredients from?

There are various types of bakeries that you consider:

  • Bakery Café : It is a sit-down bakery. It is a retail bakery with a dedicated dining area. There will be front-of-house and back-of-house spaces and people will often order food and other drinks apart from your baked items like muffins, cupcakes, cookies, etc. People can also order tea, coffee, sandwiches, etc.
  • Counter Service Bakery : These bakeries do not have any dining area. People will order food and take them away. You can sell other food items like drinks, burgers, sandwiches, etc. apart from your usual baked goods.
  • Specialty Bakery : These bakeries focus on a very specific set of products. For example, wedding cakes, gluten-free baked products, etc.
  • Retail or Wholesale Bakery : The difference between a retail and a wholesale bakery is that in the retail model, you will sell to your direct customers (B2C). In the wholesale model, you will be selling to other businesses like cafes, restaurants, specialty shops, etc.

Irrespective of the type of bakery you want to open, make sure that there is adequate demand for the products you want to sell. For instance, if you are trying to sell a vegan line of baked products to customers who want non-veg-based baked products, you will not succeed. There must be enough vegans in your target market.

c) Products & Services

In this sub-section of your bakery business plan, you will provide a list of your products and services. For instance, if you intend to open a specialty bakery such as wedding cakes, you must provide a menu listing all that you have to offer.

Similarly, if you want to sell bread, cookies, and pastries only, make sure that your sample menu lists them. If there are too many items that you intend to sell, make sure that the sample menu you are providing includes the major attractions. You don’t need to list all the items.

business plan for bakery industry

d) Pricing Strategy

This is where you will explain your pricing strategy. Of course, your prices can vary significantly from your competitors. However, if there is a significant price variation, you must explain such differences.

For instance, you may be selling custom-designed birthday and wedding cakes instead of generic designs. That may be the reason for higher costs. Similarly, the quality of the ingredients you use for baking can also account for the price differences.

Irrespective of the case, include a pricing chart for your menu items. No need to include the price of every product or product bundle you intend to sell. Instead of listing the price for every product individually, you can just provide a pricing range.

For example, you can do something like this:

  • Multi-decker cakes with custom fondant-crafted figurines: $350 to $1,000
  • Gluten-free cookies: $3 to $6

Offering a pricing chart is important because your pricing strategy will also allow investors to tie your pricing strategy with your financial projections later on.

business plan for bakery industry

e) Legal Structure

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

3. Bakery Market Overview

A complete understanding of the market where you want to operate is important for the success of your business.

For example, there may be a large number of cafes in the area with regular and high demand for baked goods like pastries and cookies. Thus, opening a wholesale bakery to serve the B2B demand instead may make sense here.

Therefore, you must cover here 3 important areas in the market overview or market analysis section of the business plan of your bakery:

  • Market trends : how big is the bakery industry in your area? What is its growth rate (or decline rate) and what are the factors contributing to its growth or decline?
  • Competition overview : how many competitors are there? How do they compare vs. your business? How can you differentiate yourself from them?
  • Customer analysis: who is your target audience? What type of bakery setup do they prefer? How frequently do they buy baked goods? What is their average spending at bakeries? 

a) Bakery Industry Status Quo

How big is the bakery industry in the us.

According to the American Bakers Association, the US bakery market represents $154 billion and employs over 800,000 people..! The commercial segment is by far the largest (91% industry size) vs. retail bakeries that only represent 9% of the total US bakery market.

In terms of products, here is the breakdown of the most common bakery products as a percentage of total bakery sales in the US:

business plan for bakery industry

How big is the bakery industry in your area?

Once you grab the exact data for the US market and add it to your business plan, you can then divert your attention to the area where you want to operate. It might not be possible to find region or area-specific studies, and hence, you must estimate the size. For more information, read our article on how to estimate TAM, SAM and SOM for your startup.

Let’s now see how to estimate the market size of the bakery industry size for your business plan. We know that:

  • The total US market size for retail bakeries is $15 billion (10% of the total $154 billion)
  • The total number of retail bakeries is around 23,000

Therefore, the average annual revenue for each retail bakery is around $650,000 (that’s an average of $1,800 in sales per day).

So, if there are 20 already bakeries in the area where you will operate, we can reasonably assume the market size of the bakery industry in your area is around $13 million.

How fast is the bakery industry growing in the area?

Now, you must show the expected growth rate of the bakery industry in your area. This information may not be available via online research papers. However, assessing the growth rate will not be difficult.

You can approach each bakery separately and ask for their year of establishment. You will get a clear picture of the overall growth rate.

For instance, if there were 18 bakeries in 2018 and 20 bakeries in 2022, the average annual growth rate is 5.1%.

business plan for bakery industry

b) Bakery Competition Overview

Studying your competitors’ business models is vital. You need to understand what makes them successful or why they fail. A clear understanding of their bakery product offerings, marketing strategies, etc., will allow you to provide a better service.

If your competitors are offering nearly the same products & services, then what is their market share and how do they market their products & services to attract new customers?

It is always a good idea to do some research (if necessary, physically visit your competitors without revealing your business intentions) and create a comparative table summarizing their product & service offerings, marketing strategies, target audience, etc.

Here is a sample table that you can use:

The competition analysis table you will add to your bakery business plan will depend on what information you need and want to include based on your business model.

Bakery SWOT Analysis

Try to provide a SWOT analysis. It must be crisp and highly focused. SWOT stands for Strength, Weakness, Opportunities, and Threats.

Here is a sample that you can use as a reference:

  • Strengths : Baking & Pastry Arts degree from Culinary Institute of America; 6 years of cake and pastry baking & decoration experience in a renowned bakery chain
  • Weaknesses : Startup cost, zero reputation
  • Opportunities : Increasing demand for healthy baked food because of increasing health consciousness in the target market
  • Threats : Big brands like Dewey’s Bakery, Insomnia Cookies, Bare Snacks, etc., are flooding the market

A clear understanding of your strengths and weakness along with opportunities and threats in the real market can help you to design your marketing strategy. It also helps potential investors to assess the risk and reward profile of your business.

business plan for bakery industry

c) Bakery Customer Analysis

This is the sub-section where you will provide a detailed analysis of your target audience. Some important points that you must include in your customer analysis include:

  • Age and gender distribution (you can get local demographic data from )
  • Per capita expenditure on baked food items
  • Frequency of bakery visits
  • Average monthly income and disposable income
  • Average bill size per visit
  • Type of bakery preferred
  • The expected price range for baked items
  • Preference for healthy snacks and willingness to pay for high-quality products
  • Any seasonal preferences they have

You can add as many data points as required to validate your business decision. The idea here is to display your deep understanding of the target audience and their needs, preferences, and expectations. This knowledge can help you to tailor your products & services to attract new customers.

business plan for bakery industry

4. Sales & Marketing

This is the segment where you outline your customer acquisition strategy. Try to answer the following questions:

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

Let’s expand a bit on a few questions below:

What marketing channels do bakeries use?

A few marketing channels that bakeries typically use are:

  • Online listing & reviews (e.g. Google Business)
  • Bakery directory listing
  • Signage and billboards
  • Print media (newspapers, etc.)
  • Loyalty programs
  • Coupons & gift cards
  • Social media interactions and social media ads

It is not necessary to use all channels. You can start by focusing on a few of them. You can include other marketing strategies later.

Also, you must have a fair and nearly accurate estimate of your marketing budget. Failure to display a well-planned and adequate cash flow for advertising and marketing can lead to investors losing confidence. That’s because investors are fully aware that if adequate funds are not allocated for marketing, the business will be derailed before becoming a success.

What is your unique selling proposition (USP)?

In other words, how do you differentiate yourself vs. competitors? This is very important as you might need to win customers from competitors.

A few examples of USPs are:

  • Low Calorie : Craving for sweets while burning fat? We have the perfect pastries!
  • Vegan : Dairy-free vegan cheesecakes that melt in your mouth
  • Doorstep delivery : We will reach your door to satiate your cravings

Your USP will depend on your business model, competitor analysis, and target audience. Whatever your USP be, it should appeal to your potential customers and attract them. Plus, The USP you offer should be convincing enough for investors and lenders.

business plan for bakery industry

5. Management & People

You must address two things here:

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

a) Management

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

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

It is also important that you explain how their experiences and qualifications help you in implementing the bakery you are proposing. If they have specialized training, and experience (such as a degree in baking and pastry arts degree, 6 years of baking experience in a renowned bakery chain, etc.), add that information.

b) Organization Structure

Even if you haven’t already hired production bakers, pastry chefs, kitchen helpers, marketing & accounts personnel, etc., you must provide a flowchart of the organizational structure defining the hierarchy of reporting.

business plan for bakery industry

6. Financial Plan

The financial plan is perhaps, with the executive summary, the most important section of any business plan for a bakery.

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

There should be 2 sections to your financial plan section:

  • The startup costs of your project (if you plan to start a new bakery, purchase new equipment, renovate your store, etc.)
  • The 5-year financial projections

a) Startup Costs

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

  • The lease deposit for the space (if you rent) or the cost to purchase the real estate
  • The renovation / refurbishment of the building / space
  • Equipment & furniture for the bakery

Of course, the startup costs depend on many factors like the bakery shop size, its location, the number of staff, quality of the equipment, etc. 

As an example, it costs on average $109,250 to $310,050 to open a 1,500 sq. ft. bakery in the US .

Note that these costs are for illustrative purposes and may not be fully relevant for your business. For more information on how much it costs to open and run a bakery, read our article here .

b) Financial Projections

In addition to startup costs, you will now need to build a solid 5-year financial model for your bakery.

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

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

Your financial projections should answer at least the following questions:

  • How much revenue do you expect to generate over the next 5 years?
  • When do you expect to break even?
  • How much cash will you burn until you get there?
  • What’s the impact of a change in pricing (say 15%) on your margins?
  • What is your average customer acquisition cost?

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

  • The number of customers over time ;
  • Your expected revenue ;
  • Operating costs to run the business ;
  • Any other cash flow items (e.g. capex, debt repayment, etc.).

When projecting your revenue, make sure to sensitize pricing and the number of customers as a small change in these assumptions will have a big impact on your revenues.

business plan for bakery industry

7. Funding Ask

This is the last section of your bakery business plan. Now that we have explained what your bakery business model is, what you sell and to whom, what’s your marketing strategy, etc., this section must now answer the following questions:

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

If you raise debt:

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

If you raise equity

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

Use of Funds

Any bakery business plan should include a clear use of funds section. This is where you explain how the money will be spent.

Will you spend most of the loan / investment in paying your employees’ salaries? Or will it cover mostly the cost for the lease deposit and the renovation?

Those are very important questions you should be able to answer in the blink of an eye. Don’t worry, this should come straight from your financial projections. If you’ve built solid projections like in our Bakery financial model template , you won’t have any issues answering these questions.

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

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Sample Bakery Business Plan For Inspiration

sample business plan for bakery

Writing a business plan is a crucial step in starting a bakery. Not only does it provide structure and guidance for the future, but it also helps to create funding opportunities and attract potential investors. For aspiring bakers, having access to a sample bakery business plan can be especially helpful in providing direction and gaining insight into how to draft their own bakery business plan.

Download our Ultimate Bakery Business Plan Template

Having a thorough business plan in place is critical for any successful bakery venture. It will serve as the foundation for your operations, setting out the goals and objectives that will help guide your decisions and actions. A well-written business plan can give you clarity on realistic financial projections and help you secure financing from lenders or investors. A bakery business plan example can be a great resource to draw upon when creating your own plan, making sure that all the key components are included in your document.

The bakery business plan sample below will give you an idea of what one should look like. It is not as comprehensive and successful in raising capital for your bakery as Growthink’s Ultimate Bakery Business Plan Template , but it can help you write a bakery business plan of your own.  

Example #1 – Home Sweet Home Baked Goods

Table of contents, executive summary.

  • Company Overview

Industry Analysis

Customer analysis.

  • Competitive Analysis

Marketing Plan

Operations plan, management team, financial plan.

Home Sweet Home Baked Goods is a home-based bakery in Bend, Oregon that has been operating successfully for the last 3 years. Founded by talented baker Jill Davis and her husband Sam, Home Sweet Home Baked Goods specializes in creating custom cakes, cupcakes, pies, and other desserts from scratch. Now that their business has grown and they have expanded their customer base, Jill and Sam are looking for funding to open a brick-and-mortar storefront location in Bend.

The new location will be a modern bakery with an inviting atmosphere and welcoming staff. Through the use of high-quality ingredients, innovative recipes, experienced baking staff, and updated bakery equipment, Home Sweet Home Baked Goods is poised to become the premier bakery in Bend. The new store will create jobs for local residents while bringing delicious baked goods to the community.

Home Sweet Home Baked Goods’ mission is to use locally sourced ingredients whenever possible to create unique baked goods of uncompromising quality at an affordable price. With its commitment to excellence and creative approach to baking, the company will provide customers with a unique experience with each visit.

In order to achieve these goals within their budget constraints, Home Sweet Home Baked Goods has put together a comprehensive plan utilizing proven marketing techniques, operational efficiencies, and cost management strategies. By leveraging technology such as social media marketing platforms like Facebook and Instagram as well as partnerships with local businesses, Home Sweet Home Baked Goods has created a strategy for success that will allow them to not only meet but exceed customer expectations.

As part of this plan, we are seeking funding from investors or lenders who share our vision for creating an exceptional bakery experience in Bend. With your help, we can continue our growth while developing long-term relationships with our customers through quality products and outstanding service — all while supporting small business owners in our community.  

Company Description

Home Sweet Home Baked Goods is a home-based bakery in Bend, Oregon that has been operating successfully for the last 3 years. Founded by passionate baker Jill Davis and her husband Sam, Home Sweet Home Baked Goods specializes in creating custom cakes, cupcakes, pies, and other desserts from scratch. The company’s focus on quality ingredients, innovative recipes, experienced baking staff, and updated equipment sets them apart from its competitors.

Home Sweet Home Baked Goods strives to provide customers with an exceptional experience each time they visit the store by using locally sourced ingredients whenever possible. This commitment to excellence has allowed them to expand their customer base across the region, leading them to seek funding for a brick-and-mortar storefront bakery location in Bend that will bring even more delicious baked goods and job opportunities to local residents.  

The Bend, Oregon home-based bakery industry is a booming sector that has seen significant growth in the last three years. According to figures released by the Oregon Department of Agriculture, retail bakeries generated over $200 million in sales in 2019 alone, up 8.3% from 2018. The number of establishments operating within the state has also increased, with seven new businesses opening their doors in 2019.

The majority of these bakeries specialize in cakes and cupcakes, though some offer other items such as pies and donuts. The market for specialty items is particularly competitive, with many bakeries offering custom designs that cater to specific dietary needs or themes. This demand has encouraged a larger variety of offerings from existing businesses and attracted more upstart shops to enter the market.

Bend’s bakery scene is driven by its large base of tourists and university students who often seek out unique treats while visiting the city. As a result, many local bakeries have developed memorable branding campaigns that target these customers and feature unique flavors or design styles that set them apart from competitors. These efforts have been rewarded with higher rates of customer loyalty, allowing these businesses to enjoy continued success despite an increasingly crowded marketplace.

Despite its popularity as a destination for bakers and dessert lovers alike, Bend also faces certain challenges that may affect business operations going forward. High rent prices are one such issue; with real estate costs on the rise, it can be difficult for small local businesses to secure an affordable space without sacrificing quality or service standards. Additionally, Bend’s seasonal climate – boasting cold winters and dry summers – makes it difficult for certain items such as ice cream or frozen yogurt to remain popular year-round options for consumers.

Overall, however, Bend remains an excellent location for home-based bakers seeking to expand their operations into a storefront setting due to its vibrant culture and lively atmosphere. With proper planning and execution, Home Sweet Home Baked Goods can position itself as a leader in this growing industry while helping bring more culinary creativity and innovation to the area’s residents and visitors alike.  

Home Sweet Home Baked Goods has an ideal target market that includes both local customers and visitors to Bend, Oregon. The company is particularly passionate about providing locally sourced ingredients in its baked goods, making it a natural draw for people who live in the Bend area.

The local demographic consists primarily of working professionals, families with children, retirees, and university students. These customers are looking for high-quality desserts that cater to their individual dietary needs while also remaining reasonably priced. Home Sweet Home Baked Goods’ emphasis on using local ingredients appeals to this demographic as it shows their commitment to supporting the local economy and providing fresher products.

The company also seeks to attract tourists with its innovative recipes and memorable design themes. Tourists often seek out interesting treats while visiting cities such as Bend due to their limited time frames; baked goods created with original recipes can be a great way to provide these customers with an enjoyable experience that they won’t find anywhere else. Furthermore, its custom designs help create an even more unique experience for each customer – whether a visitor or local resident – by allowing them to customize their order based on specific dietary restrictions or preferences.

Psychographically, Home Sweet Home Baked Goods targets individuals who are looking for quality desserts made from fresh ingredients but don’t want to sacrifice taste or convenience. The company is committed to creating innovative recipes that appeal to customers of all ages and encourages its customers to interact with staff members for advice or suggestions when ordering customized items – this gives them an added sense of security when selecting special orders knowing that they are getting exactly what they need from the bakery’s staff of experienced bakers. Moreover, Home Sweet Home Baked Goods’ commitment to using locally sourced ingredients resonates strongly with individuals who value sustainability and ethical production processes; this connection can become even stronger if the company decides to partner with local farms or purveyors when sourcing their ingredients in the near future.

Overall, Home Sweet Home Baked Goods is aimed at professional adults and families looking for delicious yet affordable treats made from quality ingredients as well as visitors interested in finding original recipes while discovering Bend’s culinary scene. By providing customer service excellence paired with locally sourced ingredients whenever possible, the company seeks not only to build a loyal customer base but also to contribute positively towards the overall development of Bend’s culinary industry.  

Competitor Analysis

Home Sweet Home Baked Goods will be entering a very competitive market in Bend, Oregon. The local bakery market is saturated with many established businesses that have been around for several years, offering a variety of products and services. Therefore, the company must assess the competition and identify its strengths and weaknesses in order to create effective differentiation strategies that will allow it to stand out from the crowd.

One of the main competitors in the region is The Baker’s Dozen Bakery, which has been operating since 2000. The business offers a wide range of baked goods such as cookies, cakes, muffins, brownies, doughnuts and more; their prices are slightly higher than those of Home Sweet Home Baked Goods but customers are willing to pay for their quality products. Furthermore, The Baker’s Dozen Bakery has built a strong reputation by catering events in the area as well as providing custom orders for special occasions. In addition to this, they also offer delivery services throughout Bend; while this may not be a major advantage over Home Sweet Home Baked Goods now due to the pandemic-related restrictions on food service industry operations in most areas, it could potentially become an important asset when things return to normal.

Another competitor is Sweeter Things Bakery & Cafe which has been running since 2013. This business specializes in customized cakes made with fresh ingredients; these expensive desserts appeal to customers looking for something extra special for weddings or birthdays whereas The Baker’s Dozen Bakery focuses more on traditional baked goods such as cupcakes and cookies. Sweeter Things Bakery & Cafe also offers delivery services throughout Bend just like The Baker’s Dozen Bakery – again, this could be an important factor once restrictions are lifted.

Finally, there is Kate’s Cupcakery which opened up in 2016 and focuses solely on cupcakes. While this business does offer unique flavors and custom designs that appeal to customers looking for something different from traditional cupcakes (i.e., gluten-free or vegan baked goods), its menu is limited compared to those offered by both The Baker’s Dozen Bakery and Sweeter Things Bakery & Cafe which provides wider varieties of baked goods plus other pastries like pies or tarts. Additionally, Kate’s Cupcakery does not offer delivery services so customers would have to visit the store if they want one of their cupcakes – this could pose a potential disadvantage if other competitors start providing delivery services once restrictions are lifted due to the pandemic situation.

Overall, while all three businesses have great potential they do not necessarily provide what Home Sweet Home Baked Goods plans on delivering: locally sourced ingredients used whenever possible combined with innovative recipes and custom designs catering specifically towards individual needs – all at reasonable prices that appeal both local residents and visitors alike. By leveraging these aspects that differentiate them from other competitors in the area, Home Sweet Home Baked Goods should be able to position itself as a leader in Bend’s bakery industry while still maintaining a competitive edge.

In order to do so, Home Sweet Home Baked Goods must focus on creating an engaging and unique atmosphere that will draw customers in. This can be done by utilizing modern design approaches and incorporating eco-friendly materials when possible as well as providing custom flavors that cannot be found elsewhere in the city. Offering discounts for orders placed online or through their app could also help to attract more customers while simultaneously cutting operational costs. Additionally, they must ensure that their products are of high quality; offering samples and feedback forms at the store are great ways to get customer opinions on what they like or dislike about a particular product – this information can then be used to make necessary improvements as needed or create new recipes. With the right combination of these elements, Home Sweet Home Baked Goods should be able to stand out from all other competitors in Bend and establish itself as the go-to bakery for all locals and visitors alike.

Home Sweet Home Baked Goods is a home-based bakery that offers locally sourced ingredients and innovative recipes. Our goal is to provide our customers with freshly made, high-quality pastries at reasonable prices. We offer custom flavors and designs for special occasions like weddings or birthdays as well as more traditional items such as cupcakes, cookies, pies, and tarts.

To drive foot traffic to our storefront location in Bend:

  • Products : We will focus on creating unique flavors (gluten-free/vegan options) along with custom designs catering specifically to individual needs.
  • Price : We will offer competitive prices that appeal both to local residents and visitors alike.
  • Promotion : We will use digital marketing methods such as a website, social media platforms, and app ads to reach a wider audience. Additionally, we will create promotional offers like discounts (e.g., 10% off orders placed online or through our app) and free samples at the store.
  • Place : To ensure quick delivery times, we will focus on developing relationships with local suppliers so that we can get ingredients quickly and efficiently whenever possible. This way customers can be sure that their orders are always freshly made when they arrive.

Home Sweet Home Baked Goods is a home-based bakery that offers locally sourced ingredients and innovative recipes to customers at reasonable prices. We specialize in custom flavors and designs for special occasions such as weddings or birthdays, as well as more traditional items such as cupcakes, cookies, pies, and tarts. As we expand to a storefront location in Bend, our goal is to create an engaging atmosphere that will draw customers in while providing quality products that can’t be found elsewhere.  

Daily Operations:

We will begin each day by prepping the ingredients and baking batches of our products. This includes sifting flour and pre-measuring all other ingredients so that our pastries are made with the utmost care and precision. In addition, we will also make sure to check the expiration date on all ingredients used to ensure freshness. Once this is done, we will start the baking process using various techniques such as panning dough into sheet pans or molds or piping batters onto parchment paper for cupcakes. After baking has been completed, we will package up the products for sale or delivery depending on customer orders. Finally, we will clean up any messes from the kitchen area before closing for the day.  

Milestones to Achieve:

The following milestones will be necessary to ensure the success of Home Sweet Home Baked Goods.

  • Develop Relationships with Local Suppliers – We will create relationships with local suppliers to get fresh ingredients as quickly and efficiently as possible.
  • Create a Website and Social Media Platforms – We will need to build a website that advertises our products, informs customers about delivery options, and provides contact information for orders. Additionally, we will develop social media accounts on popular platforms like Instagram and Facebook in order to reach a wider audience and engage customers through content marketing strategies.
  • Offer Promotional Offers – We will need to create promotional offers such as discounts or free samples at the store in order to draw more customers into the shop.
  • Develop Innovative Recipes – We will need to come up with new flavors, designs, and recipes in order to keep customers coming back for more.
  • Increase Visibility – We will need to use strategies such as app ads and digital marketing campaigns in order to increase the visibility of our business and reach more potential customers.

By achieving these milestones, we will be able to create a successful storefront location that provides quality products and an enjoyable atmosphere. Our goal is to become a fixture in the Bend community by creating a safe space where people can come together over delicious baked goods.  

The management team at Home Sweet Home Baked Goods is comprised of Jill Davis and her husband Sam. Jill and Sam have been a dynamic duo since they first met in college, and their enthusiasm for baking has helped them to build an empire out of their passion.

Jill is the co-founder and head baker at Home Sweet Home Baked Goods. She is a talented pastry chef with a keen eye for detail, ensuring that every product they produce meets their high standards. She has spent years perfecting her craft, creating innovative recipes with locally sourced ingredients to meet the needs of their customers. Her creativity and skill in the kitchen have earned her renown among local bakers, and she often receives requests from customers to create custom flavors or designs for special occasions such as weddings or birthdays.

Sam serves as co-founder and CEO of Home Sweet Home Baked Goods. He brings his wealth of business knowledge, acting as a strategic partner to Jill by overseeing operations, developing marketing strategies, and securing connections with suppliers. Sam’s dedication to customer service ensures that every customer gets the best possible experience when ordering from Home Sweet Home Baked Goods. His commitment to excellence has enabled them to consistently provide quality products at reasonable prices.

Together, Jill and Sam have turned a hobby into a successful business that specializes in fresh baked goods made with love for each customer who comes through its doors or orders online. Their passion for baking has enabled them to grow from a small home-based bakery into an established storefront location where they can continue providing exceptional products while getting to know their community better than ever before.  

Home Sweet Home Baked Goods is dedicated to providing quality baked goods and an enjoyable atmosphere for their customers. To ensure the success of their storefront, they need to create a comprehensive financial plan that outlines their projected growth and profitability.

In summary, Home Sweet Home Baked Goods’ financial plan is based on the following assumptions:

  • Initial Start-Up Capital – We will need to raise initial start-up capital of $30,000 in order to cover expenses such as rent, equipment, and inventory for our storefront location.
  • Profitability – We anticipate a 10% increase in sales every month, resulting in a steady growth of profitability.
  • Cost of Goods Sold – We estimate our cost of goods sold to be 35% which is lower than the industry average due to our commitment to quality ingredients and competitive prices.
  • Working Capital – Our working capital requirement will need to be adequate enough to cover at least three months of inventory, wages for staff, and other operating expenses.
  • Financing – We plan to raise funds from a combination of personal savings, investors, and bank loans in order to meet our initial start-up capital requirements.
  • Expansion – We anticipate the need for additional space or equipment within 12 months of opening.
  • Taxes – We plan to pay estimated taxes quarterly throughout the year in order to remain compliant with federal regulations.

These assumptions will form the basis of our financial plan for Home Sweet Home Baked Goods and will help us to determine how we should allocate funds in order to reach our desired business goals. With this financial plan, we hope to transition Home Sweet Home Baked Goods into a successful storefront business.  

Sample Menu

1. Fresh Bread:

  • White Sandwich Loaf
  • Whole Wheat Loaf
  • Raisin Walnut Bread
  • Italian Herb & Cheese Loaf
  • Cinnamon Swirl Bread

2. Cookies:

  • Chocolate Chip Cookies
  • Peanut Butter Cookies
  • Vanilla Layer Cake with Strawberry Filling and Cream Cheese Frosting
  • Carrot Cake with Cream Cheese Frosting
  • Red Velvet Cupcakes with Cream Cheese Frosting

4. Pies and Tarts:

  • Apple Pie with Crumb Topping
  • Lemon Meringue Tart

5. Specialty Desserts:

6. Coffee Drinks & Teas:

  • Cold Brew Coffee

7. Smoothies & Shakes:

  • Strawberry Banana Smoothie
  • Mango Pineapple Shake

Financial Statements

Balance sheet.

[insert financial statement]

Income Statement

Cash flow statement, how to finish your bakery business plan in 1 day.

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

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

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Bakery Business Plan Template and Guide

Take the first step in your business journey with this free bakery business plan template..

Bakery Business Plan Template

What You’ll Get with This Free Bakery Business Plan Template:

  • A business plan template for a bakery that can be edited in Word or Pages
  • Tips, tricks, and instructions to help you create a winning business plan for your bakery
  • 8 customizable sections, including an executive summary, market analysis, and operations plan

What is a Bakery Business Plan?

From the smell of freshly baked bread to the sound of people enjoying their first coffee of the day, there’s nothing more exciting than running a bustling bakery business. Of course, before you can start thinking about day-to-day operations, you’ve got to start with a solid plan – and that’s where a bakery business plan comes in.

A bakery business plan is a document full of information that describes the critical parts of your bakery business. It starts with high-level information about your bakery and vision, and then dives into more detailed sections, such as your ideal customers, what goods and services you’ll offer, and your marketing plan. It’s usually 15–20 pages in length, including graphics, charts, and other visuals that help communicate your vision and simplify information and data.

Although writing a business plan for your bakery can be daunting, doing so offers you and your bakery business many benefits.

Why Do You Need a Bakery Business Plan?

A bakery business plan has a number of key benefits:

  • A well-written business plan for a bakery can help entrepreneurs and existing business owners alike have a clear vision and roadmap for their bakery. It also helps you get back on track if you stray from the goals you outlined.
  • It can also help you attract investors and secure funding because potential investors will see your plan is thorough, organized, and well-researched.
  • The information in a business plan helps future you make informed decisions when you’re not sure what to do with a certain part of your bakery business.
  • Researching for your business plan will help you understand your market and competitor bakeries better so you will be more prepared when tackling future challenges.
  • As your bakery grows, you will have a foundation to build on top of when you need an updated business plan.

Now that you know why having a bakery business plan is so important, you can learn about how to write one using this guide and by downloading the business plan template for a bakery.

How Do You Write a Business Plan for a Bakery Business?

Writing a business plan for your bakery can be complex, but instead of starting from scratch (like you would with a batch of homemade croissants), our business plan template for bakeries can help you turn your dreams into reality in just a few quick and easy steps.

Keep in mind that you should write your business plan with a professional, objective tone, and with clear, concise, and simple language. This way, any reader, including potential investors, can easily understand the information in your business plan and will be more likely to provide you with funding.

Following a traditional business plan outline will also help orient your readers and ensure you include all the essential information that a successful business plan needs, ultimately setting yourself up for success.

Bakery Business Plan Sample Outline

A traditional bakery business plan sample has the seven sections, all outlined below. Read on to learn more about what each section is. And, download the free bakery business plan template if you want to follow along and start jotting down your ideas.

1. Executive Summary for a Bakery Business

Start your plan with an executive summary for your bakery. This will give a broad overview of the other sections of your business plan (the sections below). It gives readers the highlights of your vision, target market, goals, operations, strategies, menu, and financial information. And it will tell readers how your plan will succeed.

This overview is the first impression of your bakery, so make your business stand out by talking about how your bakery is different from competitor bakeries – whether that’s with your locally sourced menu items, your innovative marketing strategies, or other value props.

2. Company Overview

The company overview is a more detailed rundown of your bakery idea after what you mentioned in the executive summary. Now that you have the interest of the reader, you’ll want to back up your plan with details and your history.

In the company overview, you can talk about what makes your bakery special, what goods you’ll offer, and what kind of service you’ll be using and why. You can also summarize your company’s history with specific details, like why you opened your bakery and the milestones you’ve hit.

3. Market Analysis

The market analysis section is where you talk about where your bakery is or will be located and why. What’s special about that location and how does that help your bakery business? What sets you apart from other bakeries in the area?

Also, talk about your target market – who are your ideal customers and do you have any research to support this being your target market? Include how you’ll reach your ideal customers and how you’ll stand out against competitor bakeries. Completing a competitive analysis of other bakeries will also help you be more creative throughout the business plan and show investors you have the research needed to help your bakery succeed.

4. Business Offerings and Menu

This section is where you describe what baked goods you’ll offer in your bakery. Go into as much detail as you want, right down to the specific types of pastries or bread you’ll be making. Focus on the parts that contribute to your value prop, such as special ingredients you’re using (e.g., nut-free, gluten-free), where the ingredients are coming from (e.g., locally sourced), and why these will appeal to your target market (e.g., market research shows a high demand for gluten-free pastries that other bakeries in the area aren’t supplying successfully).

To provide investors with a clear picture of your offerings, include a sample menu for foods, drinks, and other merchandise (if you have any), as well as the pricing strategy behind it all. Don’t forget to consider how your customers will be consuming your products when creating your menu – will they be taking food to go (so you need to ensure the goods will travel well) or eating inside the bakery (so you might offer different foods at different times of day)? 

5. Operations Plan

In this section, you’ll talk about the logistics of your bakery business – what will you need to run your business every day? This section includes the following information:

  • Staffing: What types of staff you’ll need on your team and how you’ll recruit them.
  • Training for your staff: Cashiers and bakers will need different types of training.
  • Technology: The software you’ll need to manage the bakery (from managing inventory to processing online orders to accepting different payment types). 
  • Equipment: The tools and appliances you’ll need (e.g., mixers, an oven, a display case)

6. Marketing and PR Plan

Here you’ll explain the marketing channel you’ll be using and strategies for each. Some channels to consider include public relations, online advertising, social media, referral, SEO, and community partnerships. 

Be thoughtful about your marketing tactics by always keeping your target market in mind. If a certain channel or tactic won’t resonate with or reach your ideal customers, then think of what you can do that is more likely to draw them to your bakery.

Also, as you explain your marketing strategies, include your budget and expected return on investment. This exercise will help you ensure you invest in only the most effective marketing tactics.

7. Financial Analysis and Projections

The financial analysis and projections is the last major section of your bakery business plan. Here you’ll talk about the different financial aspects of your bakery business, such as how you’ll support the bakery’s startup costs with loans and existing investments, and how much more funding you’ll need. 

You’ll also talk about the costs and projected revenue for your business – you can do this clearly and effectively with a projected profit and loss statement. You can also include other financial information, like a break-even analysis, to provide investors with the clearest picture possible of your bakery’s finances. This way they’ll know exactly how you plan to spend their potential funding.

With all these sections, your bakery business plan will be thorough enough to answer any questions investors might have before offering you funding. But, to make your business plan stand out, follow the tips below.

Tips for Writing a Bakery Business Plan

Because a business plan needs to be professional and detailed, it can be easy to get lost in the weeds and make your plan too technical, verbose, or unclear. Here are some tips to help you while writing to make sure your business plan is easy to read and engaging.

  • Collaborate with your team (or your friends and family if you don’t have a team yet). They can help you come up with unique ideas and provide you with feedback on areas you can improve (e.g., where you can explain more or add a visual to help clarify an idea).
  • Mention your value prop(s) throughout the business plan to keep your competitive advantages over other bakeries top of mind for readers.
  • Use passionate language and captivating details to add your voice to the business plan. But make sure you don’t clutter your writing with buzzwords or industry jargon that readers might not understand.

With these tips and the free bakery business plan template, you’re ready to start your business plan or update your existing one to be more impressive. All the sections will help show investors why your business will be successful and worth investing in. Plus, your business plan will act as your roadmap and keep you on track as your business comes to life.

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man and woman business bakery business owners stand in their bakery.

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Bakery Business Plan

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Ready to turn your love for baking baked goods into a successful business?

To ensure that your business endeavor happens to be a flourishing one, write a business plan specifically crafted for your unique bakery business.

From helping you finalize the bakery location to evaluating the financial position of your business- a detailed plan uncovers every detail essential to kickstart a successful bakery business.

Writing a business plan can get complicated. With this step-by-step guide, you will have all the information essential to write a bakery business plan . Also, download our free bakery business plan template and modify it to fit your needs.

Ready to dive in? Let’s get started.

Key Takeaways

  • Conduct a detailed industry analysis of the bakery market to understand market trends, target market, and the growth scope of your business.
  • Outline the business goals and devise a business strategy that is in line with your bakery’s branding image.
  • Analyze the competitive landscape of your business and identify local businesses that will offer direct and indirect competition to your business.
  • Make calculations, assumptions, and projections to form key reports such as income statement, balance sheet, Cash Flow statement, and Break-even analysis.
  • Determine the operations of your bakery business by outlining the procedures, processes, and equipment required to kickstart the business.
  • Determine the baked goods and services you will sell through your bakery business.

Why is a bakery business plan important?

A business plan helps achieve your business objectives by creating a roadmap that will guide your bakery business in a strategic direction. An actionable well-drafted plan offers an in-depth view of your business idea and are a few benefits you must know:

  • A business plan instills clarity in your business idea. All the ideas that were messed up in your mind start getting a clear point of view once you start writing a plan.
  • A business plan is your checklist to understand what different aspects of the business need- the resources, equipment, manpower, licenses, etc.
  • It helps crystallize your business vision and what it aims to achieve in the bakery market.
  • A business plan optimizes the bakery operations and brings down the operating expenses by ensuring the resourceful allocation of bakery resources.
  • A plan evaluates the financial aspects and viability of your bakery idea before you actually invest money in the business.

And, of course, a well-crafted plan will get you essential funds to get started in the bakery market. Moving forward, let’s craft a spectacular plan for your bakery business.

How to Write a Bakery Business Plan: A Complete Guide

From writing an executive summary to creating your financial plan- let’s decode the key elements of writing a business plan.

1. Get a business plan template

Before you start writing a business plan, consider getting a sample template to simplify the entire plan writing process.

A lot of information goes into writing a comprehensive business plan. Addressing all the key components in brief details is a challenging task.

However, by using a template, you can add structure to your plan. Not only that, it will help you organize the information clearly in a cohesive manner. With appropriate prompts, you will know exactly what to write in each section.

We know you would start searching for a template. Well, the Upmetrics business planning template is perfectly relevant and suited for your bakery business. It’s intuitive, modern, and available for free download.

business plan for bakery industry

Need Assistance Writing a Bakery Business Plan?

Get Upmetrics’ business plan template, import data directly into the editor, and start editing using Upmetrics AI Assistant.

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2. Write an executive summary

The executive summary is a concise description of your entire bakery business plan. It highlights the key findings and entices the reader to delve further into your business plan. So make sure to keep it interesting.

A well-drafted executive summary includes an answer to every question, a potential investor might have.

For instance,

  • What is the core objective of your bakery business?
  • What are the pain points of your target customers and what solutions can you offer?
  • What type of baked goods will you offer?
  • What is your target market?
  • What is your marketing strategy?
  • What are the financial highlights of your bakery business?

As you start writing, remember that the executive summary should summarize the plan and not your business idea.

Lastly, fit your compelling summary description in 1-2 pages.

3. Conduct a competitive and market analysis

The market analysis section paints a clear picture of your ideal target market, bakery industry trends, and your competitors in the market. In a way, this section is your chance to validate the potential success of your bakery shop.

The market analysis section of your bakery plan must include:

Market share, growth potential, and industry trends

Identify your targeted available market (TAM) through thorough market research and determine your share in the bakery market. Analyze the emerging trends in the bakery market and assess your growth potential as a retail bakery.

Understanding of the target market 

Who will be your potential customer at a bakery shop?

It gets much easier to succeed in the market when you have a clear understanding of who your target customers are.

In this section of customer analysis, you will create a buyer’s persona of your ideal customer by understanding their psychographic and demographic details.

Competitor analysis

This is an equally important part of the market study, where you evaluate the position and competitive landscape of your bakery shop.

Begin by identifying your top competitors and evaluate your strengths, weaknesses, opportunities, and threats against other bakeries. Establish your competitive edge and show the potential investors that your business stands a promising opportunity in the competitive market.

business plan for bakery industry

Want to Perform Competitive Analysis for your Business?

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4. Prepare a company overview

The company overview section of a bakery’s business plan is a brief description of your bakery business concept, its legal structure, location, and value proposition.

Be creative and write a compelling section that can propel the readers’ interest in your business idea.

Wondering what to include in your bakery’s company overview section? Let’s check:

  • Type of bakery business: retail bakery, specialty bakery, cloud bakery, mobile bakery, etc.
  • Business structure: Sole proprietorship, LLC, partnership LLC, corporation, etc.
  • Mission statement
  • Value proposition
  • Quantifiable business goals and milestones
  • History and background of the bakery, if applicable
  • Partnership and ownership structure
  • Name of owners/ partners
  • Operating hours
  • Service style

Drill down to details and make this section an engaging read.

5. Describe your products and services

After describing your bakery structure and mission statement in the previous section, you will now outline the product and service offerings of your bakery shop.

As a bakery business, you may sell a variety of delicious baked goods such as pastries, cakes, fresh bread, cookies, tarts, pies, donuts, sweet buns, etc. Add this to your product section and also non-baked goods such as savory snacks, coffee, etc, if it’s on your menu offering.

Specifically mention, if you will have products for special diets, i.e. gluten-free, keto-friendly, sugar-free, vegan baked goods, etc.

products and services for bakery business plan

6. Bakery store design and layout

An effective bakery business plan must include a blueprint of your bakery shop’s layout and design to demonstrate the bakery’s concept practically to the readers.

Mention your bakery size and the space allocated for the back of the house and front of the house operations. Also, explain how the proposed layout will increase the efficiency of your business operations in great detail.

In this section, you will also talk about the decor and theme that will create a warm ambiance for your target audience. Keep in mind that the decor should reflect the branding image you want to create in your target market.

Offer an immersive experience to the readers while explaining this section.

bakery store design and layout

7. Prepare a bakery marketing plan

The marketing plan offers a detailed outlook of marketing strategies you will use to market and promote your bakery shop. Consider it as a roadmap that will guide you in building a brand of sustainable value in the market.

So how do you build a perfect marketing plan?

Begin by identifying the marketing channels and different types of digital marketing campaigns that will work best for your potential customers. Now, allocate the monthly budget to different marketing activities. Lastly, devise a marketing strategy for each channel with a clear plan of action.

Here are a few marketing strategies that are popularly used by successful bakery businesses:

  • Social media platforms for brand development
  • Email marketing for promotional offers
  • Video content such as easy baking recipes, tips, tricks, etc
  • Online workshops and live sessions
  • Influencer marketing
  • Tasting events and sampling
  • Customer testimonials

Now detail all your plans in this section and show your investors that you have a solid way to establish your business’s popularity in its target market.

8. Outline your organizational structure

In this section of your bakery business plan, you introduce the management team and employees at your shop. Also, highlight the organizational structure and hierarchy of employees in the organization.

Begin by introducing the owners and their role in your organization. Highlight their experience in the bakery industry and the key skills that can benefit the business.

Introduce your talented baker and their role in recipe development and standardization. Show their experience in the baking field and prove their asset worthiness.

Draw a clear flowchart depicting the flow of authority and responsibility in your bakery business. It is your chance to show the investors that you have a team and knack to take this business on a successful path.

9. Create a logistics and operational plan

The operations plan of your bakery business plan is a strategic document highlighting the processes, procedures, and resources needed to efficiently run your bakery shop.

A well-planned operations plan is like a business manual that has answers to all the questions one might have while running a bakery shop.

Wondering what to add to your operations plan? Well try to include answers to the following questions to make it detailed and comprehensive:

  • Physical facilities: What will be your bakery location to produce bakery goods? Will you serve customers from that location or a different shop? Are you planning to sell the bakery goods online?
  • Suppliers: Where will you get the raw materials and supplies for producing bakery goods? Who will supply non-bakery items like scones, sandwiches, and savory snacks?
  • Inventory: Where will you store the raw material and ingredients? What will be the shelf life of these ingredients? How will you manage the stock levels? What are the minimum thresholds for different items and how long it takes to stock them?
  • Production: Who will bake the goods? How long is the process? Will everything be made fresh or in batches to be stored for a few days? Will there be recipe cost cards for each menu item? How will you meet an unexpected spike in demand?
  • Bakery Equipment: What type of bakery equipment will you require? Will there be a POS system at your store? What other technologies will you use? How will you take online orders?

The amount of precision here will help you regulate your operating expenses once the bakery starts serving the customers. Proper planning is advisable at this stage.

10. Create a Financial Plan

And now comes the most exciting part for investors- a financial plan. The figures in financial statements are helpful in determining the viability of your business idea. So this section holds a considerable weightage in terms of whether you will get funding or not.

To ensure you create a comprehensive financial plan, including financial projections for these key components:

  • Cost of starting a bakery shop
  • Sales forecast
  • Revenue projection
  • Operating expenses
  • Pricing strategy
  • Income statement/ Profit & Loss statement
  • Break-even analysis
  • Cash flow statement
  • Balance sheet
  • Business ratios

In this section, you will also evaluate your funding requirements and identify the funding sources for your business. i.e. bank loans, SBA-guaranteed loans, angel investors, and personal savings.

Having realistic financial projections at hand will help you realize your financial goals while evaluating the sustainability of your bakery business.

However, creating the projections for all these elements from scratch can get overwhelming. Additionally,  you also need to work on visuals and graphs to add impact and clarity to your plan.

Well, there is an easy way. Create your plan with the Upmetrics Financial forecasting tool . This tool will generate key reports and visuals that can be easily downloaded and added to your plan.

financial plan for bakery business

We hope this sample plan will guide you in writing a perfect business plan. Now, let’s move forward and check the industry trends ruling the bakery world.

Bakery Industry Highlights 2023

Before you open a bakery, here are some latest highlights from the bakery industry, you may find helpful:

  • Bakery market size: The US bakery market size was valued at $99.47 billion dollars in 2023. It is projected to grow at a CAGR of 2.08% between 2023-2028.
  • Retail Bakeries: According to IBIS World , there are 8,780 independent retail bakery shops in the US.
  • Bakery consumption: In 2022, Americans consumed 8.6 billion kilograms of cake and pastry goods, a sizable amount compared to other countries.
  • Bakery trends: There is a growing trend of providing healthier alternatives, i.e. gluten-free baked goods in the bakery market. The organic and gluten-free baked goods market grew by 2.45% in 2022.
  • Market Saturation: 55% of commercial bakery revenue in the US is generated by 3 major players- Grupo Bimbo, Flower Foods, and Campbell Soup.
  • Specialty bakery market: The US Specialty bakery market share is expected to grow by 10.54 billion US dollars by 2026.

Download a sample Bakery business plan

Need help writing your own bakery business plan? Well, download our bakery business plan pdf and write your plan section-by-section with utmost precision.

Upmetrics templates are perfectly suited for entrepreneurs who need a little help to kickstart their business planning. Import the data into the editor and start planning.

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

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


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With more than 400+ business plan examples , we offer invaluable guidance to help you write a cohesive business plan.

Whether you are writing a business plan to strategically grow your business or attract investors, Upmetrics’ invaluable resources like AI assistance, forecasting tools, and step-by-step guides will serve you perfectly.

Let’s bake a recipe for success together.

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Frequently asked questions, what should be included in a bakery business plan.

An effective bakery business plan must include:

  • Executive summary
  • Business overview
  • Industry and competitors analysis
  • Bakery goods and services
  • Bakery design and layout
  • Operations plan
  • Key management team
  • Financial bakery plan

How long should my bakery business plan be?

A bakery business plan should be not more than 15-20 pages including graphs, visuals, and charts. You are likely to lose the interest of investors with a lengthy plan. However, keeping it extremely short is also not favorable, as it would not cover important details. So try using crisp content for your business plan.

Can a bakery business plan template help in setting clear business objectives and goals?

Absolutely yes. A template offers a variety of prompts that will help you to write each section clearly and cohesively. Moreover, you will get a variety of bakery-specific examples that shall help in clearly determining your goals and objectives.

Do I need to have financial projections in my bakery business plan?

Yes, financial projections are important to assess the viability and profitability of your business idea. If you are planning to seek investor funds, this section is of crucial importance. Investors will evaluate the financial section and determine whether to invest or not.

Can I use the same bakery business plan template for different locations?

Yes, you can. However, you need to alter the content of your business plan for different locations and target markets by making specific modifications.

About the Author

business plan for bakery industry

Vinay Kevadiya

Vinay Kevadiya is the founder and CEO of Upmetrics, the #1 business planning software. His ultimate goal with Upmetrics is to revolutionize how entrepreneurs create, manage, and execute their business plans. He enjoys sharing his insights on business planning and other relevant topics through his articles and blog posts. Read more

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How To Write A Bakery Business Plan?

  • Updated on May 11, 2023

Are you on the edge of starting your own bakery shop ? Owning a bakery can be hard. However, before you start baking and selling delicious goodies, you need to create a bakery business plan. A business plan is a complete document that outlines your bakery’s goals, strategies, and financial projections. In this blog, we will help you on how to write a baking business plan.

Table of Content

Bakery business plan.

  • The Sections of a Bakery Business Plan

How to Promote a Home Baking Business?

Sample bakery business plans, what is the long-term potential of the bakery business.

  • What is the Benchmark Profit Margin in a Bakery Business?

Before we dive into the steps on how to write a business plan , let us first define what a bakery business is. A bakery is a food service establishment specializing in producing and selling baked goods such as bread, pastries, cakes, and cookies. Bakeries can vary in size. They can be either small home-based businesses or larger commercial operations.

A bakery is a food service establishment , but it is not just any restaurant or food establishment. Bakeries specialize in baked goods and desserts, which makes them a unique business. Unlike restaurants that may have a broad menu, bakeries typically focus on specific items like pastries, bread, cakes, and cookies.


What should include a Bakery Business Plan?

Summary of patisserie business plan.

The summary is the last section of your baking business plan and it’s the most important part of the baking business plan. Patisserie business plan gives readers an overview of your bakery business, including your mission statement, target market, products or services, and financial projections. The executive summary should be compelling enough to entice the reader to continue reading your business plan.


Business Description of Patisserie Business Plan

In the business description section, you should describe your bakery business in as detail as possible. This includes the type of bakery you want to open (e.g., bread shop, patisserie), the location, the target market, and the unique selling proposition of your bakery.

Market Analysis of Bakery Business Plan

In the market analysis section , you should conduct thorough research on your target market, industry trends, and competitors. You need to understand your customers’ needs, preferences, and buying habits to produce the right product and develop marketing strategies that customers like. Because of these reasons making a market analysis for your baking business plan is crucial.


– This image is created from Business Plan Excel Template by Someka –

Products and Services of Patisserie Business Plan

In the products and services section, you should describe the baked goods and desserts you plan to offer, including their ingredients, flavors, and pricing. You can also discuss any special promotions, seasonal products, or custom orders you plan to offer.


Marketing of Bakery Business Plan

In the marketing, you should describe how you plan to promote your bakery business and make customers come to your place. Baking business plans one of the most important parts is the marketing of the baking business plan . This includes advertising, social media marketing, word-of-mouth referrals, and customer loyalty programs. What’s included in the business plan for the bakery business

What should a business plan include?

A baking business plan should include the following sections:

  • Business Introduction
  • Organization

Making your plan clear, concise, and well-organized is essential. A proper business plan will not only help you secure financing but will also serve as a guide for your bakery business’s success .

Starting a home baking business is an excellent way to turn your passion for baking into a profitable home baking business . However, promoting your home baking business can be challenging. That’s why you will need a home bakery business plan .

Additionally , Someka’s home baking business plan can help you from starch with your home baking business. Home bakery business would be closer to the baking business plan. The only difference about the home baking business plan would be the costs and placement. Also, you need time planning how to promote a home baking business .

The best way to promote a home baking business is through digital media. You can search for how to promote a home baking business and you will see social media first.

There are so many people searching for how to promote a home baking business. You should look for digital media and spend some marketing budget on them. In this way, you can promote your home baking business.

You can find so many different options for sample business plans . Someka’s free business plan option is the best. Also, we update the business plan for bakeries. In summary, you can download our sample baking business plan for free and try it! In this way, you can gather information about sample business plans and start writing your own business plan .

The baking business is sustainable long-term work to do since we all eat bakery products . So, there was always demand for it and there will be.

That’s why opening a bread shop in a nice location, will be a profitable business.


– This image is the NPV & IRR Calculation sheet from Bakery Financial Model Excel Template by Someka –

Where Can I Download a Bakery Business Plan Template?

Firstly, you can download a a ready to use template for your bread shop feasibility.

How to start a bakery business?

You can start a bakery shop by creating a bakery business plan. Writing a bakery business plan may seem daunting, but it’s essential to have a roadmap to follow to ensure the success of your business.

What is the benchmark profit margin in a bakery business?

Finally, the Net Profit Benchmark allows business leaders to evaluate if their costs and productivity are under control, just as other performance metrics. Thus, a reliable benchmark for evaluating a bakery business’s success is the Net Profit Benchmark. Owners choose the amount they pay themselves, therefore Net Profit (bos) is used as a way to normalize the results for comparability.

For instance, a low Net Profit result suggests the cost of goods, operating costs, and employee productivity need more examination. The prospect for expansion and investment may be indicated by a high net profit, though.

Recommended Readings:

What must an entrepreneur do after creating a business plan?

How to start a business successfully?

Related Posts


Entrepreneurs Gateway

Opening a Bakery?

How to write a bakery business plan (fast), step by step (actionable) case study.

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

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

Bottom line…

If you want to get baking with this business plan…

#1 Bakery Business Plan Sample – Executive Summary Section

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

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

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

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

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

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

Executive Summary

business plan for bakery industry

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

What We Sell

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

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

Who We Sell To

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

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

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

#2 Bakery Business Plan Company Profile Section

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

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

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

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

  • The Company and Management Team
  • Location and Facilities

Mission Statement

business plan for bakery industry

Company Overview

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

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

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

Management Team

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

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

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

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

Locations and Facilities

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

Tagline: Mouthwatering masterpieces enrapturing palates and capturing the imagination.

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

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

Company History

business plan for bakery industry

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

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

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

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

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

#3 Bakery Business Plan Products & Services Section

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

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

Ask yourself:

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

Here’s the example.

Products and Services

business plan for bakery industry

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

Bakery and Sugar Confectionery

Celebration Cakes

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

Pick ‘n’ Mix Wedding Brownie Bars

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

The Bakery Company Workshops

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


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

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

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

Product & Service Development

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

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

Sourcing and Fulfillment

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

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

Intellectual Property

The Bakery Company is in the process of being trademarked.

#4 Bakery Business Plan Situation & Market Analysis Section

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

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

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

It can include:

Market Overview

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

  • SWOT analysis

Here’s our example.

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

Target Market

business plan for bakery industry

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Parents and Children

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

Wedding Couples

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

Corporate Event Planners

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

Party Planners

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

SWOT Analysis

business plan for bakery industry

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

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

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

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

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


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

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

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

#5 Bakery Business Plan Marketing Strategy & Implementation Section

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

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

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

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

So, without further ado…

Let’s look at the following example.

Strategy and Implementation

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

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

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

Pricing structure is as follows:

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

Brownie & Cake Bars

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

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

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

Cake Cocktail Bar: $225.00 for 100 guests

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

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

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

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

Cake sculpture toppings start from $25.00.

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

Wedding Cakes

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

Cake Sculptures

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

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

Children’s Cake decorating/sugar sculpting classes

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

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

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

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

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

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

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


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

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

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

Competitive Edge

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

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

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

Promotional Activity

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

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

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

Sales Administration

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

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

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

Strategic Alliances

Not applicable.

Exit Strategy

#6 bakery business financial section.

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

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

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

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

So… Are you ready to look at some figures?

Three Year Projection

business plan for bakery industry

Three Year Projection​

business plan for bakery industry

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

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

Additional Resources:

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

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

Now, over to you...

Now I’d love to hear from you:

Are you going to start up your own bakery business or have you recently written a business plan?

We’d love to know what you thought about our Bakery business plan example.

Feel free to leave any comments below and I will be sure to answer them as soon as they come in.

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business plan for bakery industry


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Bakery Business Plan [Sample Template]

By: Author Tony Martins Ajaero

Home » Business ideas » Food Processing Industry » Bakery Business

Bakery Business

 Do you want to start a bakery at home and need to write a business plan? If YES, here is a detailed sample bakery business plan template & feasibility report.

Okay, so we have considered all the requirements for starting a bakery . We also took it further by analyzing and drafting a sample bakery marketing plan template backed up by actionable guerrilla marketing ideas for bakery businesses.

We all love to have a bite of some baked meals; be it pastries, cakes, cupcakes and what have you. Would it be okay then to say that baked stuff is in high demand? Without a shadow of doubt, indeed, baked foods are always in high demand. This is no wonder that those who have stayed long in the trade can authoritatively boast of making millions in a month or less.

Bakery business is one business that one that doesn’t have an inkling about how to bake, can go get trained, practice, start a business and within a short space of time get good returns on investment. Here is a sample bakery business plan that can readily come in handy as you plan to write yours.

A Sample Home Bakery Business Plan Template

1. industry overview.

The bakery industry has come a long way, and will continue to evolve with countless of bakers bringing creativity into the industry. The Baked foods production has been in existence for tens of centuries. In the true sense of the word, it has been around for over two thousand years.

If by chance there is a doubt about this; then perhaps there would be a need to take a look at the bible era. One of the predominant meals that was widely talked about in the bible was the bread. So, it wouldn’t be wrong to say that those of old have been able to successfully pass the art from one generation to another generation.

The Romans who generally like baked foods are actually the people who improvised and developed the baking of foods commercially – bakeries. In nearly all their occasions; ranging from mere feasts to weddings, they are known to always celebrate with baked foods.

As such, they may be accorded the praise of being the ones who introduced bakery as an occupation and they achieved this around 300 BC. After this significant milestone was achieved, the drastic appeal for baked goods increased throughout Europe and expanded into the eastern parts of Asia.

At that point, bakers started baking breads and goods from their kitchens and thereafter took to the streets to have them sold out. Selling of baked foods became the trend and before too long, baked products were getting hawked in streets of Rome, Germany, London and Paris et al.

Over time, bakeries no longer had to rely solely on retailing their baked breads and snacks in the streets, in the open market or via home deliveries, but could now move ahead to open their bakery stores for customers to come in and order for their freshly baked bread and other foods. History has it that Paris in France happens to be the first city in the world to have started open air bakery.

Bread and all flour based foods are generally consumed by almost everybody in our planet; as such, anyone who chooses to establish a bakery in any part of the world is sure going to get good returns on his or her investment, as long as they are doing the right things when it comes to running a business.

Aside from bread which seems to be the face of the bakery industry, cake is also one of the products of the bakery commerce that is doing pretty well in the market all over the world. Yes, people eat bread and other flour made snacks on a daily basis, but you would quite agree that cake making is also one of the major money spinners for bakers.

Although not all bakers are specialized in cake making, but those who are into the art, alongside bread and other snacks, are the ones who seem to be maximizing the bakery industry. The fact that people order for cakes during their special events like birthday parties, wedding ceremonies, wedding anniversaries, and other memorable occasions, makes the bakery business a high – in – demand business.

2. Executive Summary

Top Taste Confectionaries® is a leading bakery business based in Orlando Florida, USA. It covers a wide range of clients both domestic and corporate clients.

We are a unique bakery brand because we do not just sell breads, cakes, and snacks, amongst others, but we also run a standard and accredited bakery school in Florida. Furthermore, we offer consultancy services in line with our area of business.

Top Taste Confectionaries was established by the awarding winning baker – Dr. Victoria Kingsley who has B.Sc. Food Science Technology and a Master’s Degree in Business Administration (MBA). She has a robust experience in the food and confectioneries business having worked both in the public sector and the private sector before starting her own business – Top Taste Confectionaries® in Orlando Florida.

Because of our goal of becoming one of the top 5 bakery companies in the united states of America, we are willing to go the extra mile to invest in some of the finest bakers we can find, as well as set plans in place to acquire the best of equipment when it comes to setting up a standard bakery.

Our Ovens are customized to fit into the kind of ideas we have of how a first class bakery business should look like. When it comes to hygiene, we have put plans, processes and structures in place that will ensure that we are always at the top of our game when it comes to that.

Essentially, we have been able to secure permits from all relevant departments in Florida. Top Taste Confectioneries is set to redefine how bakery business should be run, not just in Orlando, Florida, but also in the whole of the United States of America.

That is why we have put plans in place for continuous training of all our employees at regular interval and also liaising with stakeholders in the industry to contribute our quotas in the way bakery ovens and equipment should be designed and fabricated to meet the ever changing demand of the industry.

No doubt the demand for breads, cakes and snacks is not going to plummet any time soon, which is why we have put plans in place to continue to explore all available market around the cities where our bakeries are located and ensure that we create a wide range of distribution channels. With that all in check, we know that we will be able to get good returns on our investment.

Our strongest selling point at Top Taste Confectioneries is the unique taste of all our products. There is hardly any customer that comes across any of our products by way of taste, who wouldn’t want to come back to make more purchases. Without mincing words, we take delight in welcoming repeat customers over and over again.

At Top Taste Confectioneries, we pay attention to our small clients as well as the big clients. This is because we are into retailing and wholesale distribution. Our bakeries are opened to customers to purchase hot baked breads and also our distribution vans are all over the cities where our bakery outlets are located.

3. Our Products and Services

At Top Taste Confectioneries®, we deal in all forms of baked foods; assorted breads to cakes and snacks et al. We do not intend to restrict our services to only the supply of our products to stores who will eventually retail them, but we intend to open the doors of our bakery in different parts of the country to customers who would prefer fresh hot baked bread direct from the oven.

As part our strategy to create multiple sources of income in line with our core business concept, we will run a consultancy service and a standard government approved bakery school where we intend producing top class bakers who will become our ambassador in the United States of America and in Canada. Here are some of our products and services-:

  • Flour Bread
  • Wheat Bread
  • Fruit Bread
  • Consultancy Services

4. Our Mission and Vision Statement

  • To be amongst the top 5 leading bakery companies in the United States of America before our 5 th anniversary.
  • To build a bakery business that will meet the needs of all our customers and potential customers in the regions / cities where we have our outlets.

Our Business Structure

As part of plans to build a top flight bakery company in Florida, we have perfected plans to get it right from the outset, which is why we are going the extra mile to ensure that we have competent employees to occupy all the available positions in our company.

The picture of the kind of bakery business we intend building and the goals we want to achieve is what has informed the amount we are ready to pay for the best hands available in the bakery industry. This is as long as they are willing and ready to work with us to achieve our business goals and objectives.

  • Chief Executive Officer
  • Chief Baker
  • Assistant Bakers
  • Admin and Personnel Manager
  • Sales and Marketing Officer
  • Accountants / Cashiers
  • Drivers / Distributors

Security Officers

5. Job Roles and Responsibilities

Chief Executive Officer – CEO:

  • Responsible for providing direction for the business
  • Creating, communicating, and implementing the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
  • Responsible for the day to day running of the business
  • Responsible for handling high profile clients and deals
  • Responsible for fixing prices and signing business deals
  • Responsible for recruitment
  • Responsible for payment of salaries
  • Responsible for signing checks and documents on behalf of the company
  • Evaluates the success of the organization
  • Reports to the board

Bakery Manager:

  • Responsible for managing the daily activities in the restaurant
  • Ensures that the bakery facility is in tip top shape and conducive enough to welcome customers
  • Interfaces with third – party providers (vendors)
  • Reports to the Chief Executive Officer
  • Attends to Customers complaints and enquiries
  • Prepares budget and reports for the organization
  • Any other duty as assigned by the CEO

Chief Chef:

  • Responsible for preparing different flavor and style for all our bakery products
  • Make lists and budget for bakery supplies
  • Oversees the entire bakery process
  • Responsible for training new bakers
  • Makes sure that quality in maintained at all times

Sales and Marketing Officer:

  • Responsible for marketing the company’s products and services
  • Responsible for promoting the company
  • Responsible for creating marketing and sales strategies, etc.
  • Represents the organization in some strategic business meetings
  • Ensures that our wholesale Customers get supplies of our products as at when due
  • Any other duty as assigned by the Chief Operating Officer / Bakery manager

Accountant / Cashier:

  • Receives payments on behalf of the restaurant
  • Issues receipt to customers
  • Prepares financial report at the end of every working week
  • Handles all financial transaction on behalf of the restaurant
  • Interfaces with our bankers
  • Responsible for payment of tax, levies and utility bills
  • Any other duty as assigned by the CEO / restaurant manager

Distribution Van Drivers:

  • Delivers customer’s orders promptly
  • Runs errand for the organization
  • Any other duty as assigned by the sales and marketing executive / bakery manage
  • Ensures that the facility is secure at all time
  • Controls traffic and organize parking
  • Gives security tips to staff members from time to time
  • Patrols around the building on a 24 hours basis
  • Submits security reports weekly
  • Any other duty as assigned by the restaurant manager
  • Responsible for cleaning the restaurant facility at all times
  • Ensures that toiletries and supplies don’t run out of stock
  • Cleans both the interior and exterior of the building

6. SWOT Analysis

In view of that, we were able to take stock of our strengths, our weakness, our opportunities and also the threats that we are likely going to be exposed to in Florida and even in the United States of America as a whole. Here is a of what we got from the critically conducted SWOT Analysis for Top Taste Confectionaries™;

Our strength lies in the fact that we have a wide range of products that can meet the needs of a wide range of customers. We have state of the art facility and equipment that has positioned us to meet the demand of products even if the demand tripled over night or if we had a massive order to meet and emergency delivery deadline.

Another factor that counts to our advantage is the background of our Chief Executive Offices; she has a robust experience in the industry and also a pretty good academic qualification to match the experience acquired which has placed her amongst the top flight bakers in the United States of America.

We are not ignoring the fact that offering consultancy services and running a standard and accredited bakery institute is definitely going to count as a positive for us.

The fact that we are setting up a bakery business in a city with other bakeries might likely pose a challenge for us in breaking into the already saturated bakery business in Orlando, Florida. In essence our chosen location might be our weakness.

Nevertheless, we have plans to launch out with a big bang. We know with that, we will be able to create a positive impression and we have a proper handle when it comes to building on already gather momentum.

  • Opportunities:

The opportunities available to us are unlimited. Loads of people consume breads, cakes and snacks on a daily basis, and all what we are going to do to push our products to them is already perfected. There are also loads of people who might want to learn how to bake; as a result, they can readily find our government approved bakery institute highly ideal for them to fulfill that goal.

The threat that is likely going to confront us is the fact that we are competing with already established bakeries in Orlando, Florida, and also there are other entrepreneurs who are likely going to launch similar businesses within the same location we plan to launch out from.

Of course, we foresee that they will compete with us in winning over the available market. Another threat that we may likely be faced with is the area of government policies.


  • Market Trends

When it comes to breads, cakes, and snacks etc., everyone may want to quite agree that the market trend changes with rapid astonishment. This is why we invested time to create a sample bakery marketing plan template. Bakers are seriously researching and creating flavors and varieties that will keep them afloat in the bakery business.

Any baker who wants to remain relevant in the scheme of things in the industry must be willing to explore the ‘bakery world’; he or she must be able to come up with a product that tastes unique from what is readily available in the present market.

In view of the above stated fact, we have hired the best of hands available in Florida to work with us in becoming a pacesetter when it comes to exploring and producing products with tastes that can meet the demand of the markets that is available to us in the cities where our bakeries are located. Part of the marketing and sales strategies that we will adopt include but not limited to the following;

  • Open our bakery with a bang – big party
  • Neighborhood, door to door and mouth to ear mode of advertisement to introduce our business
  • Engage in road shows ( make some open air noise) to introduce our business
  • Create same products in different sizes, with different prices and perhaps a little lower that the prices of similar products in the market
  • Start a TV show in line with our business goal and objectives
  • Sponsor relevant events, such as bakery competitions and wedding shows on TV et al.

8. Our Target Market

We are quite aware that the target market for bakery products cut across people of all walks of life. Since everybody needs food to survive; we are prepared to meet the needs of as much people as we can, within the various locations our bakeries will be located.

It is indeed difficult to create a list of the people we intend selling our bakery products to. because everybody needs what we have to offer except for our trainings and consultancy services. Here are just a few of the people / places that we intend selling our products and services to:

  • Families (Homes)
  • Schools (boarding house and campus et al)
  • Groceries Stores
  • Shopping Malls
  • Wedding Ceremonies
  • Event Planners
  • Sport Centers
  • Corporate Organizations
  • Aspiring Entrepreneurs (Those who want to learn baking)

Our Competitive Advantage

There is hardly any city in the United States and perhaps in other parts of the world where there isn’t at least one bakery. People eat bread, cakes and snacks in all parts of the world and as such loads of people are already running their bakery businesses.

We are not ignorant of the fact that there are standard bakeries in Orlando, Florida, but that will not deter us from forging ahead to set – up our own bakery company. Top Taste Confectionaries has couple of factors that is counting as a positive for us; our competitive advantage in the marketplace.

One of our competitive advantage is that we are one of the few bakery companies that is not only involved in the sale of breads, cakes and snacks but also operate a government accredited bakery school where professional bakers are hatched and sent forth to start their own bakery business or manage their homes properly.

The fact that we offer consultancy services in line with what we do, gives us an edge over other bakery companies in the United States of America. We are of the view that if we are able to get it right from the outset, it will likely take us less time than projected for us to be amongst the top 5 bakery company in the whole of the United States of America.


  • Sources of Income

Cash flow is the lifeline of any business, which is why we have put plans in place to ensure that we have assorted bakery products that will guarantee that we generate enough income for the business. No doubt without sales – income, a business will definitely fold up and close shop.

We don’t intend to build a business that will struggle to pay the salaries of its workforce (overhead) and also struggle to maintain operational cost. Top Taste Confectionaries is set to take the market by storm with the variety of products we have on our stable. Here are the sources we have put in place to generate resources for Top Taste Confectionaries;

  • Selling breads, cakes and snacks (wholesale and retailing)
  • Offering home delivery services to our customers
  • Recruiting, training and allocation of bakers to our clients (part of our consultancy services)
  • Running a top notch government approved bakery institute in Orlando, Florida
  • Offering consultancy services in line with our business goal
  • Sales of drinks in all of our bakeries

10. Sales Forecast

It is important to state that our sales forecast is based on the data gathered during our feasibility studies and also some of the assumptions readily available on the field. This is for sales projections based on the operation of just one bakery outlet in Orlando, Florida.

Bread (Wheat, Flour Bread, Fruit Bread and all flavors and types of Bread on our stable:

  • 5,000 Loaves of Bread Per Day

Snacks (Sandwich, Meat Pie, Scotch egg, Pizza, Burger, and Fish Pie et al):

  • 10,000 pieces of snacks per day

Sales of Soft Drinks:

  • On the average over 90% of people who purchase snacks are likely going to purchase soft drinks as well
  • This equates to 9,000 bottles / cans / pet plastics of soft drinks

Sale / Supply of Cakes:

  • 500 cakes per day

N.B: This projection is inclusive of the products we are likely going to sell in our outlets and the products we are to supply to other outlets / wholesale customers who in turn will retail our products. So, it might be a bit challenging to place a specific amount that we are likely going to make from the sales.

Please note that this projection is based on the first 6 months of opening shop to the general public meaning that the quantity of sales we make may likely double or triple after this 6 months.

  • Marketing Strategy and Sales Strategy

We are quite aware that the market for breads, cakes and snacks is on the increase and won’t plummet anytime soon, and we are also aware that loads of entrepreneurs in Florida are into the sale of almost all the products that we have on our stable, save for the consultancy services that we render and the bakery institute that we operates.

In view of that, we have been able to work out plans that will help us win a large percentage of the available market in the cities where our bakeries located.

For the reason of the business goals that we have set for ourselves at Top Taste Confectionaries, we will continue to explore and improvise, so that we will remain relevant in the market place.In nut a shell, we will explore the following marketing and sales strategies to promote our bakery business;

  • Direct Marketing
  • Via Our Sponsored TV Programs and Community Based Events
  • Erect Our Billboards in Strategic locations around the city
  • Online Marketing (via our official website, social media platforms and blog et al)
  • Referral Marketing
  • Promotion of our products during our training sessions in our Bakery Institute

11. Publicity and Advertising Strategy

Bakery business especially products like breads and confectionaries might not necessarily need huge budget for publicity and advertisement. As a matter of fact if you the packaging of your bakery products are cool and the quality and quantity is in order, you wouldn’t struggle to sell your products.

Aside from our consultancy services and bakery institute, we don’t intend to spend huge amount for publicity and advertisement. We have perfected plans to maximize the recourse we have, to get the result (sales) that we require to make profits and expand the business. Here are the platforms we intend making use of to promote and advertise our business;

  • Place adverts on both print and electronic media platforms
  • Sponsor relevant community programs
  • Leverage on the internet and social media platforms like; Instagram, Facebook , Badoo, et al
  • Install our Billboards on strategic locations
  • Engage in road shows from time to time
  • Distribute our fliers and handbills to targeted areas from time to time

12. Startup Expenditure (Budget)

  • The Total Fee for Registering the Business in Florida: $750.
  • The budget for insurance, permits and license: $5,000
  • The Amount needed to acquire a suitable Facility for 6 months in Orlando, Florida (face lifting of the facility inclusive): $75,000.
  • The Cost for the purchase of furniture and gadgets (fridges, TVs, Sound System, tables and chairs et al): $20,000.
  • The Cost for Bakery Equipment (Standard commercial oven, Proof boxes, Baking Sheets and Racks, Mixers, Work Tables, Sinks, Slicers, Scales, Cake decorating Tools, Ingredient Bins and baking utensils et al): $15,000
  • The Cost for supply of flours, sugar, margarine, packaging materials and wheat et al for a month: $5,000.
  • The Cost of Launching a Website: $600
  • The cost for our opening party: $5,000
  • Additional Expenditure (Business cards, Signage, Adverts and Promotions et al): $5,000

Going by the report from our research and feasibility studies, we will need an average $250,000 to set up a standard bakery in Orlando, Florida. From our projections, we are likely going to start making profits after the first 3 years of setting up the business and we have put plans in place to take care of the overhead and operational cost.

Generating Funding / Startup Capital for Top Taste Confectionaries

We don’t have the intention of bringing business partners outside the family to invest in the business, which is why we have restricted raising our startup capital to;

  • Generate part of the start – up capital from personal
  • Source for soft loans from family members and friends
  • Apply for loan from the bank

N.B: We have been able to generate about $150,000 and we are at the final stage of obtaining a loan of $100,000 from our bank. All the papers and document have been signed and submitted, the loan has been approved and any moment from now our account will be credited.

13. Sustainability and Expansion Strategy

We don’t have the plans to invest hugely in our bakery business and watch the business fold up or struggle to make progress.

We have perfected our strategies on sustainability and expansion. Part of what we will do to stay relevant in the bakery business is to strive to maintain or increase of quality and quantity, to run bakery trainings and also offer consultancy services.

We have perfected plans to triple our sales every year and we also have plans to open different outlets of our bakery in different locations in Florida and other key cities in the United States of America.

Check List / Milestone

  • Business Name Availability Check:>Completed
  • Business Registration: Completed
  • Opening of Corporate Bank Accounts: Completed
  • Securing Point of Sales (POS) Machines: Completed
  • Opening Mobile Money Accounts: Completed
  • Opening Online Payment Platforms: Completed
  • Application and Obtaining Tax Payer’s ID: In Progress
  • Application for business license and permit: Completed
  • Purchase of Insurance for the Business: Completed
  • Renting of Facility and Construction of the Bakery: In Progress
  • Conducting Feasibility Studies: Completed
  • Generating capital from family members and friends: Completed
  • Applications for Loan: In Progress
  • writing of business plan: Completed
  • Drafting of Employee’s Handbook: Completed
  • Drafting of Contract Documents and other relevant Legal Documents: In Progress
  • Design of The Company’s Logo: Completed
  • Graphic Designs and Printing of Packaging Marketing / Promotional Materials: In Progress
  • Recruitment of c employees: In Progress
  • Purchase of the Needed furniture, electronic appliances and bakery equipment: In progress
  • Creating Official Website for the Company: In Progress
  • Creating Awareness for the business both online and in the neighborhood: In Progress
  • Health and Safety and Fire Safety Arrangement: In Progress
  • Opening party / launching party: In Progress
  • Compilation of our list of products and detailed recipe: Completed
  • Arrangement for trainers and training facility: In Progress
  • Establishing business relationship with vendors – suppliers of all our needed raw materials: In Progress
  • Purchase of delivery vans: Completed

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Bakery Business Plan

Start your own bakery business plan

Jolly's Java and Bakery

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

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

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

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


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

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


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

Financial Highlights by Year

Financing needed.

Startup requirements:

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

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  1. Bakery Business Plan Template & Sample (2023)

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    Startup requirements: Startup expenses of $64K including $3K legal, $20K location premises renovation, $40K expensed equipment, and $1K other. These show up as negative retained earnings in the initial balance because they are incurred before launch. Starting cash in the bank of $70K. (in initial balance)