cake bakery business plan

Bakery Business Plan Template

Written by Dave Lavinsky

Business Plan Outline

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

Bakery Business Plan

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

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

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

How To Write a Bakery Business Plan & Sample

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

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

Next Section: Executive Summary >

Bakery Business Plan FAQs

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

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

Where Can I Download a Bakery Business Plan Template?

Get a downloadable bakery business plan template here . 

What Are the Main Types of Bakeries?

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

How Do You Get Funding for Your Bakery?

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

Learn More:  Seeking Funding from Angel Investors vs Venture Capitalists

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

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

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

What are the Steps To Open a Bakery Business?

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

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

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

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

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

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

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

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

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

Learn more about how to start a successful bakery business:

• How to Open a Bakery Business

Where Can I Get a Bakery Business Plan PDF?

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

BUSINESS STRATEGIES

How to create a bakery business plan

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

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

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

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

Why create a bakery business plan? Key benefits to consider

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

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

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

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

How to create a bakery business plan in 6 steps

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

Executive summary

Business and domain names

Market analysis and research

Operations plan

Marketing and advertising plan

Financial plan

01. Executive summary

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

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

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

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

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

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

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

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

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

Example of an executive summary for a bakery

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

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

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

02. Business and domain names

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

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

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

03. Market analysis and research

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

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

04. Operations plan

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

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

05. Marketing and advertising plan

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

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

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

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

06. Financial plan

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

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

Bakery business plan example: SweetBite Bakery

Part 1: executive summary.

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

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

Part 2: company and domain names

Company name: SweetBite Bakery

Domain name: www.sweetbitebakery.com

Part 3: marketing analysis and research

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

Part 4: operations plan

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

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

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

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

Part 5: marketing and advertising plan

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

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

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

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

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

Part 6: financial plan

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

Projected first-year revenue: $500,000

Projected first-year expenses: $350,000

Profitability timeline: By the end of the second year

Bakery business plan example: Wholesome Harvest Bakery

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

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

Company name: Wholesome Harvest Bakery

Domain name: www.wholesomeharvestbakery.com

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

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

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

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

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

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

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

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

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

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

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

Projected first-year revenue: $350,000

Projected first-year expenses: $250,000

Profitability timeline: By the end of the first year

How profitable is owning a bakery?

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

Offering high-quality baked goods and coffee

Providing excellent customer service

Marketing their bakery effectively

Offering catering services

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

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

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

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

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

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

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

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

What are the disadvantages of owning a bakery?

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

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

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

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

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

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

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

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

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

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

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

What mistakes do startup bakeries make?

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

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

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

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

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

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

Bakery business plan FAQ

What is the most profitable bakery item.

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

Coffee and tea

What is the failure rate of bakeries?

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

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Ultimate Guide

Sugar, Spice, and Success: The Ingredients for a Cake Bakery Business Plan

Introduction to a cake bakery business plan.

If you’re considering starting a cake bakery, it’s essential to have a well-structured business plan in place. A business plan serves as a roadmap for your bakery’s success, outlining your goals, strategies, and financial projections. In this section, we will explore the importance of a well-structured business plan and the key elements it should include.

Importance of a Well-Structured Business Plan

A well-structured business plan is crucial for several reasons. Firstly, it helps you clarify your vision and goals for your cake bakery. By clearly defining your mission, vision, and values, you can establish a strong foundation for your business and align your decisions with your long-term objectives.

Secondly, a business plan allows you to thoroughly analyze the market and identify your target audience. Through market research and competitor analysis, you can gain valuable insights into the industry, understand customer preferences, and develop strategies to differentiate your bakery from the competition. For more information on conducting a market analysis, refer to our article on bakery business plan .

Furthermore, a well-structured business plan enables you to plan your products and services effectively. You can outline the different cake varieties and specialties you will offer, as well as any additional offerings such as pastries, cookies, or catering services. This section of the business plan helps you define your unique selling proposition and understand your customers’ needs and preferences.

Additionally, a business plan provides a roadmap for your marketing and sales strategy . It allows you to develop a branding and positioning strategy that resonates with your target market, as well as determine pricing and promotional strategies to attract and retain customers. For more guidance on creating a marketing and sales strategy, refer to our article on bakery business plan template .

Moreover, a well-structured business plan helps you outline the operations and management aspects of your cake bakery. This includes determining the ideal location and facilities, as well as defining your staffing and training requirements. By thoroughly planning these operational aspects, you can ensure smooth day-to-day operations and deliver high-quality products and services.

Lastly, a business plan provides a financial projection for your cake bakery. It helps you estimate the start-up costs and funding required to launch your bakery, as well as forecast your revenue and expenses. This financial projection is essential for securing funding, attracting investors, and managing your bakery’s finances effectively. For more guidance on creating a financial projection, refer to our article on bakery business plan example .

Key Elements of a Cake Bakery Business Plan

A comprehensive cake bakery business plan should include the following key elements:

• Executive Summary : Provides an overview of your cake bakery business, including your mission, vision, and values.
• Market Analysis : Identifies your target market and conducts competitor analysis.
• Products and Services : Describes your cake varieties, specialties, and additional offerings.
• Marketing and Sales Strategy : Outlines your branding, positioning, pricing, and promotional strategies.
• Operations and Management : Defines your location, facilities, staffing, and training requirements.
• Financial Projections : Estimates your start-up costs, funding, and revenue and expense forecast.

By including these key elements in your cake bakery business plan, you can develop a comprehensive and strategic plan to guide your bakery’s growth and success.

Remember, a business plan is not a static document, but a dynamic one that should be regularly reviewed and updated. As your cake bakery evolves and market conditions change, it’s essential to revisit and revise your business plan to ensure it remains relevant and aligned with your bakery’s goals.

Executive Summary

As the owner of a cake bakery, it is essential to create a comprehensive cake bakery business plan . This document serves as a roadmap for your business, outlining your goals, strategies, and financial projections. In this section, we will cover the overview of your cake bakery business as well as your mission, vision, and values .

Overview of Your Cake Bakery Business

In this section of your business plan, provide a concise overview of your cake bakery. Describe the nature of your business, including the types of cakes you specialize in and any unique selling points that set you apart from competitors. Emphasize the quality, creativity, and taste of your cakes to capture the interest of potential customers.

Additionally, include information about your target market, such as the demographics and preferences of your ideal customers. Highlight any current market trends or opportunities that may contribute to the success of your cake bakery.

Mission, Vision, and Values

Your bakery’s mission, vision, and values are instrumental in guiding your business and shaping its identity. The mission statement should succinctly express the purpose and core objectives of your cake bakery. It should reflect your commitment to delivering delicious, high-quality cakes that leave a lasting impression on your customers.

Your vision statement outlines the long-term aspirations and goals of your bakery. It sets the direction for your business and provides a clear picture of what you aim to achieve in the future. A compelling vision statement can inspire your team and stakeholders to work towards a shared vision of success.

Lastly, your bakery’s values reflect the principles and beliefs that govern your operations. These values can include commitments to excellence, customer satisfaction, sustainability, or community engagement. Clearly articulating your values demonstrates your dedication to running a responsible and ethical cake bakery.

By presenting a well-crafted overview of your cake bakery and clearly defining your mission, vision, and values, you set the stage for the rest of your business plan. Your executive summary should provide a glimpse into the unique aspects of your bakery, capturing the attention of potential investors, partners, and stakeholders who may be interested in supporting your venture. Remember, regularly reviewing and updating your business plan ensures that it remains relevant and aligned with your bakery’s goals.

Market Analysis

To ensure the success of your cake bakery business, a comprehensive market analysis is essential. This analysis involves identifying your target market and conducting a competitor analysis .

Identifying Your Target Market

To effectively market your cake bakery, it is crucial to identify and understand your target market. Consider the demographics, psychographics, and preferences of your potential customers. Below are some factors to consider when defining your target market:

• Demographics : Analyze the age, gender, income level, and location of your target customers. For example, you may target young professionals in urban areas or families in suburban neighborhoods.
• Psychographics : Dive deeper into your customers’ interests, lifestyles, values, and behaviors. Determine what motivates them to purchase cakes and how your bakery can meet their needs.
• Preferences : Understand the preferences and tastes of your target market. This includes their preferred cake flavors, designs, and dietary restrictions. Tailor your offerings to cater to their specific preferences.

By clearly defining your target market, you can craft marketing strategies that effectively reach and engage your potential customers. For more information on creating a successful bakery business plan, check out our article on bakery business plan .

Competitor Analysis

Conducting a thorough competitor analysis is crucial for understanding your market landscape and identifying opportunities for differentiation. Analyze both direct and indirect competitors to gain insights into their strengths, weaknesses, and strategies. Here’s how you can conduct a competitor analysis for your cake bakery business:

• Identify Competitors : Identify all the bakeries and cake shops in your target market. This includes both local and online competitors. Research their offerings, pricing, customer reviews, and reputation.
• Evaluate Unique Selling Proposition (USP) : Determine what makes your bakery stand out from the competition. Assess your USP, such as offering unique cake flavors, custom designs, or exceptional customer service. Highlight these differentiators to attract customers.
• Pricing and Positioning : Analyze the pricing strategies of your competitors. Consider whether you want to position your bakery as premium, affordable, or value-oriented. Determine your pricing strategy based on your target market and the perceived value of your cakes.
• Marketing and Branding : Analyze the marketing tactics and branding of your competitors. Assess their online presence, social media engagement, and advertising strategies. Identify potential gaps in the market that your bakery can fill.

By conducting a comprehensive competitor analysis, you can develop strategies that differentiate your cake bakery and attract customers. Understanding your target market and the competitive landscape will enable you to position your bakery effectively and build a loyal customer base. Remember to regularly review and update your bakery business plan to stay ahead of market trends.

Products and Services

When developing a cake bakery business plan , one of the key sections to focus on is the products and services you will offer. This section provides an overview of the cake varieties and specialties that will be the centerpiece of your bakery, as well as additional offerings to enhance your customers’ experience.

Cake Varieties and Specialties

Your cake bakery should offer a diverse range of cake varieties to cater to different tastes and occasions. Consider including popular cake flavors such as chocolate, vanilla, red velvet, and carrot cake. Additionally, explore unique flavors like lemon, coconut, and matcha to provide customers with a wider selection.

To add a touch of personalization, offer customized cakes for special events such as birthdays, weddings, and anniversaries. These cakes can be tailored to meet specific design preferences and dietary requirements, such as vegan, gluten-free, or nut-free options. This attention to detail will help you stand out and attract customers seeking a bespoke cake experience.

Furthermore, consider offering specialty cakes that showcase your bakery’s expertise and creativity. These can include themed cakes for holidays, seasonal creations, or signature cakes that incorporate unique flavor combinations or intricate designs. By constantly innovating and introducing new cake specialties, you can keep customers intrigued and coming back for more.

Additional Offerings

In addition to your core cake offerings, consider providing complementary products and services to enhance your customers’ experience. This can include:

• Cupcakes : Offer a selection of delicious cupcakes in various flavors and designs. These bite-sized treats are perfect for individuals looking for a smaller portion or a variety of flavors.
• Pastries and Desserts : Expand your bakery’s offerings with a range of pastries and desserts, such as cookies, brownies, pies, tarts, and cheesecakes. These items can be displayed alongside your cakes to entice customers with a wider array of sweet indulgences.
• Beverages : Consider offering a selection of hot and cold beverages to complement your cakes. This can include coffee, tea, hot chocolate, or even specialty drinks like milkshakes or smoothies. Providing a beverage menu will encourage customers to spend more time in your bakery and enjoy their cake with a perfectly paired drink.
• Cake Decorating Classes : If you have the expertise, offer cake decorating classes for enthusiasts who want to learn the art of cake decoration. These classes can be a great way to engage with your customers, build a community, and generate additional revenue.

By expanding your offerings beyond cakes, you can attract a wider customer base and increase revenue streams. Always ensure that the quality of your additional products and services matches the excellence of your cakes to maintain a consistent brand image.

Remember, the products and services you offer should align with your bakery’s overall vision and mission. By providing a diverse range of cake varieties and specialties, along with complementary offerings, you can create a unique and enticing experience for your customers, setting your cake bakery apart from the competition.

Marketing and Sales Strategy

A well-defined marketing and sales strategy is essential for the success of your cake bakery business. This section will focus on two key aspects: branding and positioning and pricing and promotions .

Branding and Positioning

Establishing a strong brand and positioning your cake bakery business effectively is crucial in attracting and retaining customers. Your brand should reflect the unique qualities and values of your bakery. This includes elements such as your business name, logo, color scheme, and overall visual identity.

Consider your target market and tailor your branding to appeal to their preferences and desires. For example, if you specialize in artisanal cakes using high-quality ingredients, your branding should convey a sense of craftsmanship and luxury. On the other hand, if you focus on affordable and family-friendly cakes, your branding should emphasize a warm and welcoming atmosphere.

Your positioning in the market is also important. Identify what sets your bakery apart from competitors and highlight those unique selling points in your branding. Whether it’s your use of organic ingredients, innovative flavors, or exceptional customer service, make sure to communicate these distinguishing factors to your target audience.

Pricing and Promotions

Determining the right pricing strategy for your cakes is crucial for profitability and competitiveness. Consider factors such as ingredient costs, overhead expenses, and desired profit margins when setting your cake prices. It’s important to strike a balance between attractive pricing for customers and ensuring profitability for your bakery.

In addition to pricing, promotions play a vital role in attracting customers and generating sales. Consider offering special promotions during holidays, birthdays, or other relevant occasions. This could include discounted bundle deals, loyalty programs, or limited-time offers. Promotions can also be used to introduce new cake flavors or celebrate milestones for your bakery.

Utilize various marketing channels to promote your bakery and its offerings. This could include social media platforms, local advertising, collaborations with other businesses, or participating in community events. Leveraging digital marketing strategies, such as search engine optimization (SEO) and email marketing, can also help increase your bakery’s visibility and reach.

Regularly analyze the effectiveness of your marketing and sales strategies to identify areas of improvement. Keep track of customer feedback, sales data, and market trends to make informed decisions and refine your approach over time.

By developing a strong brand, effectively positioning your bakery, and implementing strategic pricing and promotions, you can attract customers and drive sales for your cake bakery business. Remember to regularly review and update your marketing and sales strategies to stay ahead of the competition and meet the evolving needs of your target market.

Operations and Management

To ensure the smooth functioning of your cake bakery business, it is essential to have well-defined operations and management strategies in place. This section focuses on two key aspects: location and facilities and staffing and training .

Location and Facilities

Choosing the right location for your cake bakery is critical for attracting customers and ensuring operational efficiency. Consider factors such as foot traffic, proximity to your target market, parking availability, and accessibility. A prime location can significantly impact the success of your bakery business.

In terms of facilities, you will need a commercial kitchen equipped with all the necessary baking equipment, such as ovens, mixers, and refrigeration units. Adequate storage space for ingredients, supplies, and finished products is also vital. Additionally, consider the layout of your bakery to ensure a smooth workflow and an inviting atmosphere for your customers.

Remember to comply with all local health and safety regulations, obtain the necessary permits and licenses, and ensure that your facilities meet all the required standards. For further guidance on developing your bakery business plan, refer to our article on bakery business plan .

Staffing and Training

Your cake bakery’s success relies on having a skilled and dedicated team. Determine the staffing requirements based on the size and scope of your bakery business. This may include bakers, decorators, counter staff, and administrative personnel.

Recruit individuals who are passionate about baking and customer service. Look for candidates with relevant experience and consider providing training to enhance their skills and knowledge. Training should cover areas such as baking techniques, food safety and hygiene, customer service, and product knowledge.

Create clear job descriptions and establish protocols for employee responsibilities, work schedules, and performance expectations. Encourage open communication and foster a positive work environment to promote teamwork and employee satisfaction.

Regularly evaluate the performance of your staff and provide feedback to help them improve and grow. Recognize and reward exceptional performance to motivate and retain talented employees.

By carefully considering the location and facilities of your cake bakery and investing in the right staff and training, you can establish a solid foundation for your business. These elements play a crucial role in delivering quality products and services to your customers. For more guidance on creating a comprehensive bakery business plan, refer to our bakery business plan template and bakery business plan sample .

Financial Projections

To ensure the success and sustainability of your cake bakery business, it is essential to develop financial projections that outline your start-up costs, funding requirements, and revenue and expense forecast. These projections will help you make informed decisions and set realistic goals for your business.

Start-up Costs and Funding

When starting a cake bakery business, it is important to have a clear understanding of the initial investment required. Start-up costs can include expenses such as equipment, ingredients, lease or purchase of a facility, licenses and permits, marketing and advertising, and initial employee wages.

To estimate your start-up costs, create a detailed list of all the necessary items and services, along with their associated costs. Research local suppliers and vendors to get accurate pricing information. Additionally, consider any funding sources you may have, such as personal savings, loans, or investors.

Here is an example of a start-up costs table for your cake bakery:

Remember to regularly review and update your start-up costs as your business progresses.

Revenue and Expense Forecast

Creating a revenue and expense forecast is crucial for understanding the financial health and sustainability of your cake bakery business. This forecast will help you estimate your potential revenue and identify any projected expenses.

To create a revenue forecast, consider factors such as the number of cakes you expect to sell, the average selling price per cake, and your target market size. Conduct market research to understand pricing trends and customer preferences. Additionally, consider seasonal variations in demand and adjust your forecast accordingly.

Here is an example of a revenue and expense forecast table for your cake bakery:

The expense forecast should include all the costs associated with running your cake bakery business, such as ingredient costs, employee wages, rent or mortgage payments, utilities, marketing expenses, and general overhead costs. Be sure to include any variable or fixed expenses specific to your business.

By regularly reviewing and updating your revenue and expense forecast, you can monitor the financial performance of your cake bakery business and make informed decisions to maximize profitability.

Remember to consult a financial professional or accountant to ensure accuracy in your financial projections.

As a bakery business owner, you now understand the importance of regularly reviewing and updating your cake bakery business plan . A well-structured and dynamic business plan is a crucial tool for the success and growth of your bakery.

By regularly reviewing and updating your business plan, you can ensure that it remains aligned with the ever-changing market landscape and your business goals. Here are a few reasons why this practice is essential:

• Adaptation to Market Changes : The bakery industry is dynamic, with new trends, customer preferences, and competition emerging regularly. By reviewing your business plan, you can identify areas that require adjustment to stay relevant and competitive. This includes updating your market analysis, understanding new consumer demands, and refining your marketing strategies.
• Goal Tracking and Evaluation : Your business plan serves as a roadmap for your bakery’s success. Regularly reviewing your plan allows you to track your progress, evaluate the effectiveness of your strategies, and make necessary adjustments to achieve your goals. This includes assessing your financial projections, monitoring revenue and expenses, and identifying areas for improvement.
• Opportunity Identification : As you review your business plan, you may uncover new opportunities that were not apparent when you initially created it. These opportunities may arise from changes in the market, emerging trends, or advancements in technology. By staying updated and flexible, you can capitalize on these opportunities and adapt your business accordingly.
• Communication and Alignment : A well-maintained business plan ensures that everyone in your bakery is on the same page. Regularly reviewing and updating your plan allows you to communicate changes, updates, and strategic shifts to your team. This alignment fosters a cohesive and focused approach towards achieving your bakery’s mission and vision.

Remember, your business plan is not a static document. It should evolve alongside your bakery and the market. Regularly reviewing and updating your plan ensures that you are equipped to navigate challenges, seize opportunities, and achieve long-term success.

For more guidance on creating a comprehensive bakery business plan, refer to our articles on bakery business plan , bakery business plan template , and how to write a bakery business plan . These resources will provide you with valuable insights and actionable steps to develop a robust plan that sets you up for success in the competitive bakery industry.

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Dreaming of starting your own retail bakery ? A strong foundation begins with a well-crafted business plan template. Before you can whip up delectable pastries and cakes to delight your customers, you must first learn how to write a plan that will not only help you start your bakery but also position it for growth. In this guide, we’ll dive deep into crafting a bakery business plan that can propel your entrepreneurial dream forward and grow your business successfully.

What is A Bakery Business Plan?

A bakery business plan is a comprehensive document that outlines your vision for your bakery, detailing everything from your business concept to your financial projections. For those who plan to start a bakery or for current business owners looking to expand, a well-detailed business plan is crucial.

First and foremost, it serves as a roadmap, guiding you through the various stages of your business. Every business, whether a startup or an established one, faces challenges and opportunities. With a business plan in hand, you’ll navigate these with clarity and purpose. For those unfamiliar with what to include in your bakery business plan, it covers key areas like market research, competitive analysis, marketing and sales strategies, operations, and financial forecasts.

If you’re hoping to secure funding from investors or financial institutions, they’ll almost certainly want to see your business plan to understand your strategy and the viability of your bakery concept. In essence, it’s not just about baking; it’s about creating a sustainable business model around your passion.

For business owners with dreams to start or grow their bakery, the process of creating this plan can be enlightening. It forces you to think critically about every aspect of your business, from your unique selling proposition to potential challenges in the market. In a nutshell, if you’re planning to dive into the world of baking and commerce, you’ll also need to create a robust bakery business plan to ensure success.

Why A Business Plan Is Important For A Successful Bakery Business? 

A business plan is crucial for a successful bakery business, be it a large-scale operation or a home bakery business plan. Here are the reasons why:

1. Clear Vision and Objectives

Writing a business plan provides clarity, ensuring you’re on the right path. This process allows bakery owners to craft a plan that outlines their goals and objectives, giving them a clear direction for the future. By defining what products you will sell, how you will market your business, and understanding the strengths and weaknesses of your bakery, you position yourself for success from the outset.

2. Financial Planning

A bakery’s financial health is the backbone of its success. Having a solid business plan offers insights into your pricing strategy, expected costs, and projected revenues. It helps you understand the financial needs of your business, ensuring that you’re adequately funded from the start and can anticipate future financial requirements. Moreover, in the case of seeking external financing, lenders or investors will want to review your business plan to gauge the viability of your bakery venture.

3. Operational Efficiency

Operational efficiency is vital in any business, and a bakery is no exception. With a plan in place, you can streamline operations, ensuring that every aspect of your bakery, from sourcing ingredients to delivering finished products, runs smoothly. By detailing the next steps in your business journey and anticipating potential operational hitches, you preemptively tackle challenges, ensuring your bakery’s efficient functioning.

Step-by-step Guide To Write A Bakery Business Plan

Embarking on a bakery business is a delightful venture, but before you can start whipping up delicious baked goods, it’s essential to have a detailed business plan. Here’s a step-by-step guide to help you craft one.

1. Executive Summary

The executive summary is a snapshot of your bakery business, giving readers an overview of what to expect in the following sections. Typically concise, it serves as an introduction and should captivate potential investors or partners.

What should you cover in an Executive Summary?

• Introduce your bakery business: Briefly describe your bakery, setting the stage for the sections ahead.
• State your mission and vision: Your mission statement should reflect the purpose of your bakery, while the vision provides a glimpse into your business goals and aspirations.
• Outline your objective: What do you hope to achieve? Are you planning to cater to a specific niche, like gluten-free or vegan baked goods?
• Provide a financial overview: A brief insight into your financial statements, indicating the viability of your venture.

2. Bakery Business Description

This section delves into the intricacies of your bakery. It outlines the essence of your business, differentiating it from competitors.

What should you cover in the bakery description section?

• Talk about your bakery concept: Are you a coffee shop with baked pastries, a storefront offering specialty items, or do you plan to offer delivery services, especially given the rise of delivery needs during events like the pandemic?
• Explain your unique selling proposition: Perhaps you have a talented baker specializing in gluten-free products or vegan baked goods. What makes your bakery stand out?
• Discuss your operations plan: How will your bakery function daily? Will you have a physical location, or will you cater to local farmer’s markets or online platforms?

3. Market Analysis

The most important factors to consider when writing a bakery business plan are: target market, location and competition

• Target market: Understand your potential market. Who are your local customers, and what are they looking for in baked goods?
• Location: Whether it’s a cozy corner in a bustling city or a digital platform, your location caters to your target market.
• Competition: Identify main competitors. Analyze their strengths and weaknesses to carve a niche for your bakery.

Detail your research, highlighting the size of your target market, preferences (like a demand for gluten-free or doughnut offerings), and potential market growth.

4. Organization and Management

This section provides insight into the structure of your bakery business and the team behind it. Your management section should highlight the people behind your business, their roles, and their experiences relevant to running a successful bakery business. 

What should you cover in organization and management plan?

• Are you the sole owner, or are there partners? What’s the business structure: LLC, sole proprietorship, or corporation?
• Full names of the owners
• Percentage of company each owner holds
• Manager’s full name
• Position and primary responsibilities
• Educational background
• Past track record with hard numbers to back it up
• Food industry recognition
• Important experience and skills that will help your business be successful

5. Sample Menu

The menu is a direct reflection of your bakery’s offerings, showcasing the range and uniqueness of your products.

What should you consider when creating a sample menu?

• Menu items: From traditional baked pastries to specialty items like gluten-free or vegan goods.
• Unique Selling Proposition: What sets your menu apart? Maybe you source local ingredients or have an age-old family recipe.
• Menu Pricing : Keeping in mind production costs and market demand, ensure your pricing strategy is competitive yet profitable.

6. Marketing Strategy

In this digital age, effective marketing can elevate your bakery business. From social media platforms like Facebook to search engine optimization (SEO) and content marketing techniques, this section should reflect your adaptability and modern approach.

What should you cover in a marketing strategy for your bakery business?

• Define your brand: Your bakery’s image, tone, and overall feel.
• How would you plan to attract customers? This could include social media accounts, SEO for your website, or even local events.
• Considering using an  online food ordering system so that your customers can place orders for dine-in, pickup, or delivery. This allows customers to get their food & drinks quickly and conveniently, reducing waiting time and improving the overall customer experience. 
• Create a  digital menu with QR code  to make your menu easy for your customers to access online
• Sales Strategies: Offer promotions, loyalty programs, or partnerships with other local businesses to boost sales.

7. Business Operations

This segment delves into the day-to-day running of your bakery. 

What operational issues you should address in your business plan?

• Supply chain: Where and how often you need to order supplies.
• Operating hours: The hours you’re open for business, which might differ if you also offer delivery.
• Staffing: Details about your staff, including roles and training.
• Equipment: The equipment you need to purchase, from mixers to ovens.

8. Financial and Loans

Starting a bakery is an exciting venture, but it’s essential to understand the financial implications. Generally, starting a bakery can cost anywhere between $10,000 and $50,000 . This broad range is due to several factors:

• Location: Renting space in a prime city location will cost more than a suburban or rural area.
• Equipment: High-end, new equipment like mixers, ovens, and display cases will significantly increase costs.
• Initial Inventory: Ingredients and supplies needed to kickstart operations.
• Licenses and Permits: Depending on the region, health, business, and other licenses might be required.
• Interior Decor: Ambiance matters in a bakery. Furnishings, décor, and even music systems can add to costs.
• Staffing: If you’re hiring from the start, initial salaries need consideration.

There are various avenues to secure funds for your bakery:

• Personal Savings: The most straightforward way but can be risky.
• Bank Loans: Traditional but might require collaterals and have strict repayment schedules.
• Angel Investors: Individuals willing to invest in promising startups.
• Crowdfunding: Platforms like Kickstarter allow the public to fund your idea.
• Partnerships: Bringing in a partner can split the financial burden.

When seeking funds, be prepared to answer:

• How much funding do you need?
• How will the funds be utilized?
• What’s your bakery’s projected revenue?
• How and when do you plan to repay loans or offer returns to investors?
• What sets your bakery apart from others to ensure success and profitability?

9. Financial Projections

Break-even analysis

The break even analysis is a critical financial tool that pinpoints when your bakery will be able to cover all its expenses and begin to make a profit. Essentially, it’s the point where total revenue equals total costs, resulting in neither profit nor loss.

To calculate your break-even point, you’ll need to gather your fixed costs , variable costs, and your expected selling price per item.

Use this formula:  Fixed Costs / (Price – Variable Costs) = Break Even Point

Projected profit and loss statement

This is essentially an income statement that forecasts your bakery’s future revenues, costs, and expenses. It provides a chart to show potential profit or loss over a specified period. Regularly refer back to this to gauge the business’s financial health.

Cash flow analysis

The cash flow analysis gives a detailed overview of where money is coming from and where it’s being spent, encapsulated in a cash flow statement. Along with the balance sheet and the income statement, it offers a comprehensive view of the bakery’s financial health.

Bakery Business Plan Sample

The following is a comprehensive sample of a bakery business plan

• Mission: To provide the community with high-quality, artisanal baked goods made from locally-sourced, organic ingredients.
• Vision: To be the top choice in the city for authentic baked delicacies and create an inviting space for patrons to gather, savor, and celebrate.
• Bakery Description: “Bread & Beyond” is an artisanal bakery focusing on handcrafted breads, pastries, and cakes.
• Costs: $40,000 (Startup)
• Profits: Anticipated net profit of 20% within the first year, with a steady increase in subsequent years.

2. Description of the bakery

• Bakery Concept: A rustic-chic bakery emphasizing organic, locally-sourced ingredients.
• Bakery Name : Bread & Beyond
• Bakery Type: Artisanal
• Bakery Location: 123 Bakers Lane, Downtown District
• Order Fulfillment: Both in-store purchases and online orders with pickup and delivery options available.
• Working Hours: 7 AM – 7 PM, Monday to Sunday

3. Menu offer

• Type of Food: Handcrafted bread, pastries, cakes, and coffee.
• Offer: Customers can enjoy classics like sourdough bread and croissants, alongside specialty items like gluten-free blueberry muffins and vegan chocolate cake.
• Unique Selling Point: Every item is made using organic ingredients sourced from local farmers.

4. Market and competition analysis

Market Analysis:  

• Target Customer: Health-conscious individuals, ages 25-45, looking for premium baked goods.
• Size of the Target Customer: Estimated 50,000 individuals in our city match this demographic.

Competition Analysis:  

• Size of the Competition: All three competitors have multiple branches but none offer exclusively organic products.
• Competitors’ Offer: Basic breads, pastries, and some cakes.
• Competitors’ Prices: $2-$5 for bread and $3-$7 for pastries.

5. Investment plan (detailed cost analysis)

Investment cost: $40,000

• Rent deposit: $10,000
• Renovation: $5,000
• Equipment: $12,000 (ovens, mixers, display counters)
• Initial Inventory: $5,000
• Licenses & Permits: $3,000
• Miscellaneous: $5,000

Operating Costs (Monthly) : $16,500

• Rent: $2,500
• Salaries: $8,000 (for staff of 5)
• Utilities: $1,000
• Inventory: $3,500
• Marketing: $1,000
• Miscellaneous: $500

6. Financial forecast

Given the costs and projected monthly sales of $25,000, we aim to recover the initial investment within the first 8 months and subsequently operate at a steady profit.

7. Marketing plan

Our marketing approach will utilize both online and offline strategies. We’ll have an active presence on social media platforms, especially Instagram, showcasing our daily bakes. In-store promotions, participation in farmer’s markets, and partnerships with local coffee shops will also be key. SEO (search engine optimization) will be used to ensure locals easily find us online.

Tips for Creating a Successful Bakery Business Plan

Crafting a comprehensive bakery business plan isn’t merely a bureaucratic hoop to jump through; it’s a blueprint for your business’s future. Here are some key tips to ensure its success:

Understand Your Target Market’s Needs: Before anything else, delve deep into understanding your target market’s preferences, dietary restrictions, and buying habits. This ensures your offerings resonate with potential customers.

Set Clear Milestones: A business plan isn’t static. Set clear milestones to measure your progress. Whether it’s reaching a sales goal or opening a second location, having tangible milestones keeps you on track.

Ensure Every Section of Your Bakery Business Is Detailed: Don’t gloss over any part. Whether it’s the financials, marketing, or operations, be thorough in detailing how you plan to approach each segment.

Leverage the Benefits of Writing a Bakery Business Plan: Beyond attracting investors, a well-constructed business plan acts as an internal roadmap. It can guide decisions, help you anticipate challenges, and keep your business aligned with its core objectives.

Stay Adaptable: The business environment is dynamic. Be sure you’re prepared to adjust sections of your plan as you gain more insight into your market or as external factors change.

Be Clear on Tools and Platforms You Plan to Use: In today’s digital age, mention specific tools, software, or platforms you plan to use, be it for marketing, sales, or operations. Their strategic implementation can set you apart from competitors.

Frequently Asked Questions

1. How do I start a business plan for a bakery? Starting a business plan for a bakery begins with research and gathering the following information: target market, competition, pricing strategy, and more. Begin with the company overview section, detailing the bakery’s background, mission, and objectives. This foundational work will give you clarity as you progress through each section of your plan.

2. How to make a business plan for bread and pastry? Just like any other bakery, creating a business plan for bread and pastry involves pinpointing your target audience, understanding trends in the bread and pastry market, and detailing the specific products you’ll offer. Sometimes, bakeries specializing in these products might choose to focus on artisanal or unique offerings that customers are looking for.

3. How profitable is a bakery business?

In the US, the average bakery has an annual turnover of $450,000. However, the profitability of a bakery business varies based on factors like location, market demand, and operational costs. With the right strategies and understanding of what customers are looking for, it can be a lucrative venture. Keeping an eye on the key components like product quality, pricing, and customer service can significantly influence profitability. Check out this detailed article about how much does a bakery make .

4. What bakery items make the most money? High-margin items like specialty cakes, pastries, and sometimes bakeries with unique offerings such as gluten-free or vegan baked goods can yield higher profits. Identifying and focusing on items that are both popular and have good profit margins is crucial.

5. What are the initial costs to start a bakery business? The initial costs involve renting or purchasing a space, buying equipment (ovens, mixers, display cases), initial inventory, licenses, and permits. The costs can vary widely based on location and the scale of your operations when starting your new venture. Check out this article on how much it cost to start a bakery .

6. What are some effective marketing strategies for a bakery business? Utilize social media platforms to showcase your products, offer loyalty programs, collaborate with local businesses, or host events or classes in your bakery. Engaging content marketing and SEO techniques can help draw more traffic to your bakery’s online presence, making it easier for potential customers to find you.  

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Bakery Business Plan Template

Written by Dave Lavinsky

Bakery Business Plan

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

Over the past 20+ years, we have helped over 5,000 entrepreneurs and business owners create business plans to start and grow their bakery businesses. On this page, we will first give you some background information with regards to the importance of business planning. We will then go through a bakery business plan step-by-step so you can create your bakery’s business plan today.

Download our Ultimate Bakery Business Plan Template here >

How To Write a Business Plan For a Bakery

Executive summary.

The executive summary is the introduction to your business plan, although it is often written last. It helps investors and lenders quickly decide whether they are interested and should read more, so the first page must get right to the point. Include a concise description of your bakery (or bakery concept if you are a startup), a short analysis of the market, proof that customers are willing to pay for products, and an explanation of the unique qualifications that ensure your bakery will be a success.  

Company Overview

This section of your bakery business plan provides a comprehensive look at the company’s history. Include details on your bakery’s legal structure, founding, location, and current business stage, as well as your past accomplishments and unique qualifications. Clearly explain anything that makes you a strong competitor in this market, such as existing contracts with retailers, a head baker with impressive restaurant credentials, or exclusive access to award-winning recipes.

Finish Your Business Plan Today!

In this section you should also give an overview of the type of bakery you operate or will operate in the future.

For example, do you or will you operate a:

• Traditional bakery (selling breads, biscuits etc.)
• Commercial bakery
• Bakery specializing in wedding cakes
• Wholesale bakery
• Doughnut shop
• Pastry shop
• Bakery Cafe
• Food truck bakery
• Home Bakery

Industry Analysis

This section assesses that bakery industry and how your bakery fits into the existing landscape. Address any challenges that you unearth with a solid strategy for success. Also keep in mind that your market is not the entire baked goods market. Rather, it is your niche of that market.

For example, while the baking industry in the United States generates more than $30 billion per year in revenues, your bakery will only comprise a fraction of that amount depending upon your geography, focus, etc. So, zero in on the specific products and customers you plan to target and focus your analysis on those elements.  

Customer Analysis

This section of your plan details your bakery’s target audience, that is the customers you will serve. Note that in many cases, a bakery might target multiple market segments. Do you plan to target brides to be? Children’s birthday parties? Upscale families who regularly hold private events for 100 or more guests?

Or do you primarily serve walk-in customers. This segment usually comprises neighborhood resident who know about your bakery, and who tend to visit regularly.

Even if you’re not a commercial bakery, you might serve local delis, grocery stores and bodegas. Clearly, it helps a bakery’s sales if it has a greater number of distribution points. The same is true in the case of restaurants. A bakery can supply breads, bagels, cakes, pastries and other products to restaurants and hence create a larger customer base.

Whatever target markets you serve, clearly define them in your business plan. Detail the demographics of each. For example, are they wealthy males and females? Are they college students? Are they local restaurants? Whatever the target customers, you need to identify and detail them so you’ll know their needs and can better serve them.

Likewise, discuss the psychographics of your target customers. Are they price conscious? Is quality the most important issues they will use to judge your bakery? Do they insist on reliability and premium service?

In addition to documenting the demographic and psychographic variables that define your target market, detail how your bakery will meet their unique needs.

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Competitive Analysis

This section of your bakery business plan details your direct and indirect competitors. Direct competitors are other companies who fulfill the same need for the same target market, most likely others selling similar baked goods. Your indirect competitors are those who fulfill a different need for the same target market, or those who fulfill the same need for a different target market. An example of an indirect competitor could be a nearby coffee shop.

In your plan, name and describe your direct competitors individually, and explain what sets your bakery apart from them. Create a more general category for your indirect competitors and discuss them as a whole.

Finally, detail your areas of competitive advantage and what will make you distinct. Most successful bakery owners identify products that no other local bakeries offer, such as a treat that is exclusive to your bakery and that drive customers to frequent your store. Also, based on the demographics and psychographics discussed above, you may be successful being the only local bakery selling nut-free cakes, or making vegan and gluten-free baked goods with local and organic ingredients.  

Marketing Plan

Your bakery marketing plan explains how you will penetrate your target market, based on the four P’s: Product, Price, Place, and Promotion.

The Product section explains all the products and services your bakery will provide. Price refers to the price points at which you will sell each item, along with your reasoning for choosing those prices. Place explains all your distribution methods, such as your retail stores, your company website, and third-party retailers. Promotion defines the ways you will entice customers to purchase your baked goods, such as free samples and web advertising.

In addition to describing the four Ps your bakery marketing strategy, you should explain how you will retain existing customers through loyalty programs or other methods. Also, in this section of your plan, particularly if you are startup retail bakery, you should detail the design and display of your location.

Clearly, your bakery’s storefront should be designed in a way that attracts walk-in customers. Consult an interior designer to get insight on how to create a warm and inviting ambience in your bakery.

Operations Plan

The operations plan explains the processes by which you will turn your vision into a reality. It includes the everyday short-term processes involved in physically baking your products, managing your retail space, packaging your baked goods, conducting sales transactions, choosing and working with vendors, and delivering the finished products to your customers among others.

Your operations plan must also include the long-term processes involved in growing your company, such as introducing new products or retail stores, achieving specific sales milestones, and hitting other important business-oriented goals such as hiring new employees, launching new locations, etc.  

Management Team

This section provides biographies of the key members of your company’s management team, with an emphasis on strong business skills. Focus on educational background, previous experience with successful start-ups, and other elements that demonstrate your and/or your team’s ability to build a company. A strong advisory board can help make up for weaknesses provided you clearly articulate how your advisors will directly impact the company’s growth.

Financial Plan

The financial plan is often the most difficult part of the business plan to write, yet it is the section that potential investors and lenders spend the most time analyzing.

Provide a list of all revenue streams, including their relative importance and timeline for implementation, as well as the amount and expected sources of outside funding. Include a summary of past (if applicable) and projected Income Statements, Balance Sheets, and Cash Flow Statements. The assumptions made in these documents must be reasonable and verifiable based on an analysis of similar companies.

Make sure you don’t miss anything when putting together your financial projections or you could lose credibility in the eyes of readers of your plan. For example, make sure you adequately enter costs which most bakeries incur such as space (owned or rented), equipment (planetary mixers, cylinders, gas stove, cooling fridge, deep fridge, storage utensils, etc.), electricity and water, staff, furniture and décor, licenses, insurance and legal fees.  

The appendix includes your full financial projections, as well as any other documentation that supports the claims made in the business plan. For example, it might include a list of key existing customers or letters from potential partners. Likewise, if you’re a startup bakery, including sketches of the proposed store design should appear in your appendix.  

Putting together a business plan for your bakery business is a worthwhile endeavor. If you follow the template above, by the time you are done, you will truly be an expert. You will really understand the bakery business, your competition and your customers. You will have developed a marketing plan and will really understand what it takes to launch and grow a successful bakery business.

To further help you, we have other articles on key aspects of how to start your bakery . and running it effectively. Specifically, our bakery marketing plan will help you develop the best promotions strategy. Our bakery startup costs post will let you know what costs to expect.

Bakery Business Plan FAQs

What is the easiest way to complete my bakery business plan.

Where Can I Download a Bakery Business Plan PDF?

You can download our bakery business plan template PDF here.

Our bakery business plan PDF is a free resource to help you get started on your own business plan. This is a business plan template you can use in PDF format for a bakery, home bakery, wholesale bakery or any other type of bakery.

What Is a Bakery Business Plan?

Why Do You Need a Business Plan?

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

What Are the Sources of Funding for a Bakery?

Bakeries are usually funded through small business loans, personal savings, credit card financing and/or angel investors. This is true for a home bakery business plan too. This is true for a wholesale bakery business plan, a home bakery business plan and a commercial bakery.

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

OR, Let Us Develop Your Plan For You

Since 1999, Growthink has developed business plans for thousands of companies who have gone on to achieve tremendous success.

Click here to see how our professional business plan consultants can create your business plan for you.

Other Helpful Business Plan Articles & Templates

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How To Write A Bakery Business Plan

By Shannon Mulligan

Looking to open up your very own bakery? It’s probably safe to say that you’d rather spend your days perfecting your chocolate chip cookie recipe than figuring out how to write a bakery business plan.

But do you really need one? Why is a business plan important? And how do you write one?

Here’s the thing: a bakery business plan is the first step to turning your business into a reality. 

So keep reading as we cover everything you need to know about writing a bakery business plan. Let’s get cooking!

What is a business plan for a bakery?

A bakery business plan is a strategic document that covers your business goals and the steps you’ll take to get there.

Think of a business plan as your recipe for running a successful bakery. It covers everything from what type of bakery you’re going to have and what baked goods you’re going to serve to how you’re going to pay for your commercial ovens.

The importance of a bakery business plan

A bakery business plan isn’t just icing on the cake of your business venture. Business plans are so important that over 70% of businesses already have a business plan. (And those that don’t know they probably should.)

While it certainly takes a bit of effort to put together, having a solid business plan can go a long way in bringing your vision to life and leading you to bakery success.

Not convinced yet? Here few reasons why a business plan is important for your bakery:

• A business plan acts as a road map to help you reach your bakery goals : Maybe you have a dream of owning your own bakery franchise. Or perhaps you have a financial goal for your bakery. A business plan helps you set ambitious but realistic goals and outlines the steps you need to get there.
• A business plan helps you make better business decisions: As a business owner, you’re in charge of making a lot of decisions every day—from who to hire to when to add a new item to your bakery menu. A business plan helps you stay focused and make decisions that will keep you on the track to success. 
• A business plan helps you land suppliers and investors: Vendors and suppliers often want to know who they’re dealing with before they agree to work with you. A business plan shows them who you are and how they’ll play a role in your bakery business. The same goes for investors and financial institutions. If you need funding or a loan , a business plan shows that you’ve done your research and have a solid plan in place.
• A business plan keeps you profitable: Most of us don’t love money math, but a business plan puts your financials front and center. It outlines your costs, expenses, and revenue before you even open your doors, which can help you grow your business while staying profitable.

How to write a bakery business plan in 7 steps

Writing a business plan for your bakery might seem more complicated than baking the perfect croissant.

But we’ll let you in on a secret: it’s easier than you might think. And we’re making it even simpler with a step-by-step breakdown to help you rise to the occasion.

1. Executive summary

If someone didn’t read the rest of your business plan, what would they need to know about your bakery?

Your executive summary is an overview of your bakery business and everything else you’ve outlined in your business plan. It’s important to highlight the key takeaways, so the reader knows what to expect from reading your business plan.

2. Company overview and description

Who are you? Why do you want to open a bakery? What are your business goals?

The company overview is where you should introduce yourself and the story behind your bakery business. The goal is to tell a story about how your bakery idea came to be and where you see your bakery in the future.

For example, you may want to share your credentials and experience as a baker. Or maybe your bakery is a unique experience because it focuses on cultural recipes. These are all details you’ll want to describe for the reader in the company overview section of your business plan.

3. Market analysis

What makes your bakery unique? Are there competitors? Is there a market for your bakery?

This next section of your business plan is a market analysis that highlights your position in the market. Every bakery is unique, so how does yours stack up?

You’ll want to include research around:

• Competing bakeries or businesses  in your local market
• Successful bakeries that have a similar business model
• Your target market

This tells you and your reader how your bakery will stand out from the crowd.

4. Bakery business offerings

What’s on your bakery menu? Will you offer custom baked goods? What additional products will you offer?

Some bakeries specialize in cakes while others only offer gourmet donuts. This section of your business plan should give your reader a good understanding of what your specific bakery will offer. If you’re going to offer any services, such as baking classes, you’ll want to include those here as well.

5. Bakery management and operations

Where will you get your ingredients from? Will you hire employees? What will your hours be?

Every business has their own way of doing things behind the scenes and your bakery is no exception. While you might have similar management styles and operations compared to other bakeries, it will be completely different than a coffee shop or salon.

From ordering supplies to actually baking your products, take the time to think about and outline how you’ll manage your bakery’s day-to-day operations.

6. Marketing and public relations strategies

Let’s face it—delicious baked goods basically sell themselves. But you still need a marketing and public relations (PR) strategy to help get the word out. 

Some common marketing strategies for small businesses might include:

• Social media marketing
• Email marketing
• Building a website
• Pitching local news outlets for PR hits

Remember: Marketing doesn’t have to be expensive. There are many free marketing tools for small businesses like your bakery.

7. Financial projections

Last but not least, it’s time to crunch those numbers.

Your financial projections are an estimate of the costs, revenue, and profits for your business. For example, this might include the cost of supplies, your labor costs , and leasing a physical location. If you’re a brand new business, you should also include any startup costs that you’ll incur before you can open for business.

Typically financial projections include short and long-term forecasts to help you make sure that your business will turn profitable within a reasonable amount of time.

The #1 ingredient to every successful bakery

Once your business plan is written, it’s time to fire up the oven and get baking—and Homebase can help.

Homebase’s all-in-one employee management app is designed with small businesses in mind with features baked in to help you:

• Hire and onboard top-tier employees.
• Schedule your team based on your bakery needs
• Track employee hours to manage your labor costs
• Run payroll in just a few clicks.

Bakery business plan FAQs

Why is a bakery business plan necessary.

A bakery business plan is necessary for several reasons:

• It helps you prioritize and keep your bakery business on track.
• It improves your decision-making.
• It helps you secure financing or investments to scale and grow your business.

What do you do with a bakery business plan once you’ve written it?

Once you’ve written your bakery business plan, it’s time to put your plan into action. The last thing you want to do is write it and forget it. It can also be helpful to have trusted advisors, such as mentors, experienced business owners, or even your financial advisors review your business plan. A second set of eyes can go a long way in making sure you have the best plan in place for your business.

Do you need a business plan if you’re not looking for financing?

Yes, you need a business even if you’re not looking for financing or loans. Writing a business plan isn’t just something to check off your loan application list. It’s a tool you can use to grow and manage your business and help you reach your goals.

What tools can help you run your bakery business when you’re done writing your business plan?

Some tools to help you run your bakery business when you’re done writing your business plan include:

• An employee management app to schedule, track, and pay your employees.
• A point of sale (POS) system to take orders and take payments.
• A website to help you market and sell your bakery items.

Remember:  This is not legal advice. If you have questions about your particular situation, please consult a lawyer, CPA, or other appropriate professional advisor or agency.

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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

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

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

Expectations

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

Financial Highlights by Year

Financing needed.

Startup requirements:

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

Problem & Solution

Problem worth solving.

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

Our Solution

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

Target Market

Market size & segments.

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

Local Residents

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

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

Current Alternatives

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

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

Our Advantages

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

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

Keys to Success

Keys to success for JJB will include:

Providing the highest quality product with personal customer service.

• Competitive pricing.

Marketing & Sales

Marketing plan.

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

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

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

Locations & Facilities

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

Milestones & Metrics

Milestones table, key metrics.

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

Ownership & Structure

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

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

Management Team

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Personnel Table

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

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

Sources of Funds

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

Projected Profit & Loss

Projected balance sheet, projected cash flow statement.

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How to Create a Home Bakery Business Plan (Template Included!)

by Aurelia Lambrechts | Home Baking Biz Tips

How to Create a Home Bakery Business Plan

I’m beyond excited that you’ve decided to take action to read this post because your life could be starting on a NEW path from here on out…

Deciding to create your Home Bakery Business Plan means that you are actively responding to your dream. Today your dream has officially started to become a reality.

Acknowledging that you are a baker at heart is extremely difficult in our corporate world. It’s frowned upon to pursue a career that’s RICH in CREATIVITY and IMAGINATION.

So I just want to give you a room full of applause for being brave enough to start accepting who you were made to be.

We are Home Bakers and the world needs us.

The world needs the comfort, joy and hope that pure home baking brings.

And that’s why I’ve made this post and  FREE Workbook to help you create your own Home Bakery Business Plan !

I want to give you the jump start you need to start your Home Bakery.

Creating your business plan will give you a lot of insight into yourself, your ideal clients, what you want to bake and why you want to do it.

Most importantly it will help you figure out where you want to go …

Because “If you don’t know where you’re going, any road will take you there.”

By outlining where you want your business to go, you have a much greater chance at success because you will always be aware of where you are heading.

Your free Home Bakery Business Plan workbook is waiting for you in my free Resource Library. Follow this blue link to access the library and then download & print out your workbook 👉 Access your free workbook here!

Awesome! Let’s get stared!

YOUR HOME BAKERY BUSINESS PLAN

Step #1: your executive summary.

It might sound super intimidating to create an “executive summary”, but don’t worry 🙂 An executive summary is super easy to create through answering a few questions. It’s basically just about WHAT you do and WHY you do it…

IF YOU HAVEN’T STARTED YOUR HOME BAKERY YET:

You might not be able to a nswer all of the questions below yet, BUT you can share your research and all the steps you’re taking to ensure your business’s success.

1. YOUR MISSION STATEMENT

What is the purpose of your Home Bakery? What value do you add to your city/town? Why did you start your Home Bakery Business?

2. HIGHLIGHTS OF YOUR GROWTH

3. your products & services.

Write down a short summary of the products & services your Home Bakery will offer in order to make your business profitable.

4. YOUR GOALS FOR YOUR HOME BAKERY

Time to dream, my friend! What are your goals for your Home Bakery?

What do you want your business to look like 1 year from now, 2 years from now and 5 years from now?

STEP #2: Your Home Bakery Business Description

Now we are going to dive into your business culture & brand which is something that EVERY business is either working on or has figured out.

1. WHAT SETS YOUR HOME BAKERY APART?

Why should someone buy from YOUR Home Bakery above others? What makes your business different?

2. THE PEOPLE YOU SERVE

Every business needs clients in order to survive and thrive! So it’s super important to define WHO your business’s ideal clients are:

How old are they? What do they do for a living? What do they care about most? Why have they come to your baking business? How can you help them? What are their goals & aspirations? What are their hobbies? Which things make them happy?

3. YOUR HOME BAKERY’S CULTURE & BRAND

Another way to think of “culture & brand” is simply to see it as your business’s personality & looks; it’s the first impression that clients get from your Home Bakery Business…

When people interact with your Home Bakery, what do you want them to feel? How would you describe your Home Bakery’s Personality? What purpose does your Home Bakery serve?

4. YOUR HOME BAKERY’S ORGANIZATIONAL STRUCTURE

Organizational Structure simply refers to the legal definition of your business. If you are the only person working in your Home Bakery – which is pretty much always the case – then you are automatically defined as a “ sole proprietor “.

Even if there’s one other person in your business who cleans for you or helps you out with deliveries or admin, etc. you are still a sole proprietor.

You’ll include this organizational structure definition when submitting your tax information each year.

Related: Home Bakery Certificates, Licenses and Insurance

If you decide to expand your Home Bakery in the future, you can do the necessary research to figure out whether you should register your business as a Partnership, CC, LLC, etc.

The motivation for changing your business to one of these other organizational structures is for financial reasons. If your business should go bankrupt while you are a sole proprietor, then YOU are by definition bankrupt as well.

But if you have an LLC, CC, etc. then only your business will be bankrupt and not YOU as a person.

This may sound like super scary stuff, but you don’t need to worry AT ALL, okay? Home Bakeries typically do not shuffle around tens of thousands of dollars each day so our risk is SIGNIFICANTLY lower.

We also typically do not buy like 5 company cars and employ 20 people and stuff like that.

Our Home Bakeries are small and safe 🙂

STEP #3: Competitor Analysis

Before launching your Home Bakery business, I encourage you to THOROUGHLY research your largest competitors (popular bakeries with staff) and other Home Bakeries in your city, town and suburb.

Doing this is important because it will enable you to make more informed decisions and chart your own, unique course moving forward that serves a REAL need in your community and beyond.

Be mindful when you’re researching & analyzing your competitors though…

It’s SO EASY to be swooped up in a wave of comparison when you look at other Bakeries; their high skill level, beautiful website & branding, EPIC social media…

Guard your heart and analyze with your HEAD. Be HAPPY for them because they’ve worked super hard to get to where they are.

They may be your competitors, but they are NOT your enemies.

ALWAYS BE HAPPY FOR OTHER BAKERIES. BAKERS SUPPORT EACH OTHER AND THEIR SUCCESS. PERIOD.

See these businesses as inspiration for where YOU could be in a few months! It’s 100% possible!! By completing this home bakery business plan you’re taking a GIANT LEAP towards your own success!

Related: 5 Mindsets Shifts of Successful Home Bakery Owners

Also, I know all too well how tempting it is to just copy their cakes, their designs, their website design etc., but doing this will ONLY DAMAGE YOUR BUSINESS!!

They became successful by doing THEIR own thing and so will you if you do YOUR own thing.

Now, when doing your competitor analysis, you’ll want to take the following steps:

1. IDENTIFY YOUR COMPETITORS

Now you’re going to list of all of your competitors. Which other Bakeries bake goods that are similar to yours (or similar to what you want to bake in the future)?

Write down the Bakery’s name with links to their website & social media:

The Free Home Bakery Business Plan Workbook has very handy spaces for you to easily fill in 👉 Access your free workbook here!

If you’re brand new to the Home Bakery scene, then you may not know who your competitors are.

Here are a few ways to find them:

• Search on Google: This is the easiest way to find your competitors. Search phrases like “delicious cake [your town/city]”. You can even get more specific by searching for “home bakery [your suburb]” which will give you results for Home Bakeries closest to you. I encourage you to click through to look at all result pages from 1 – 4 to get a more thorough scope (and because Home Bakeries mostly not listed first).
• Search on Social Media: Social media – especially Instagram – is THE place to be for businesses today. Bakeries that are worthy competitors will have social media accounts. Search hashtags in Instagram like #[your city]cakes or #[your city]food. Or simply search for “Home Bakery [your city]”.

2. STRATEGIES & GOALS OF YOUR COMPETITORS

Cool, now that we know who your main competitors are we need to find out what their angle is for reaching their ideal clients – because you can learn from them and also readjust your own strategy accordingly.

What are they promoting? (Their products, services, lifestyles, feelings…)

What strategies do your competitors have in common ? (Like Instagram lives, Facebook lives, certain types of promotions or giveaways…)

Which things  set each competitor apart from the others on your list? (What do they do differently than all the rest?)

What goals do your competitors have? (I know you’re not a mind reader, but what assumptions can you make from analyzing their business? Sometimes Bakeries will even share their goals on their about pages on their websites…)

3. PRICE RANGE OF YOUR COMPETITORS

Check out the prices of all of your competitors for each different type of bake they sell. This will give you a better idea of what your future clients will be comfortable paying for baked goods.

4. STRENGTHS & WEAKNESSES OF YOUR COMPETITORS

Now that you’ve analysed each of your competitor’s websites, social media, products & services, you should have a pretty good idea of:

who they are, what they are doing, why they are doing it, who they are doing it for and where they are going with their business…

Let’s dig a little deeper. Use the next section on the home bakery business plan workbook to make a list of some of their strengths and weaknesses.

What are they super good at and what can they improve on or change completely ?

STEP #4: Audience & Market Research

Back in STEP #2 of your home bakery business plan we identified and described your Home Bakery’s ideal client. Go ahead and look back to refresh your memory because now we’re going to dig deeper…

1. SURVEY YOUR AUDIENCE

Surveys are hands-down the best way to gather priceless insights into the minds and needs of the people you want to serve – especially because surveys are anonymous.

People tend to share their TRUE desires and thoughts a lot easier when they have the security of anonymity.

Create your own FREE survey on SurveyMonkey or Typeform and then share it with your audience. I recommend sharing it with your email contacts, your social media, local family & friends.

You don’t want your survey to be too long – because then people will be too lazy to answer the questions! Trust me… Keep it to 3 questions 😉

What are the best 3 questions you can ask your audience to understand their needs & desires better?

2. HOW CAN YOU HELP/SERVE YOUR AUDIENCE?

In Step #2 we covered your brand’s personality and in Step 3 we defined the brand personality of your Competitors. With this information in mind, here are a few questions for you…

How can YOU, as a unique human being & baker, help your audience?

What makes your Home Bakery different from all other Bakeries (big & small)?

In what ways can your Home Bakery’s unique qualities benefit your ideal client that’s different from all the other Bakeries in your town/city & suburb?

STEP #5: Your Home Bakery’s Products & Services

And now it’s time for the BEST part – your baked goods & services! Yay! 😄

These are the 2 things that will bring profit to your Home Bakery , so it’s super important to put thought, heart and proper planning into this…

1. YOUR MENU – THE BAKED GOODS YOU WILL OFFER

Which products do your ideal clients need? Refer back to the answers from your survey to get good ideas.

HOWEVER, I do believe that people are aware of what they want, but they aren’t necessarily always aware of what they NEED. So trust your own talents and passion on this as well…

2. THE BAKED GOODS YOU WILL NOT OFFER

Defining what you DON’T bake is just as important as defining what you DO bake. Which products will NOT be on your menu and why?

I’ve also got an amazing free guide for you in my Home Bakery Resource Library to help you find the perfect niche for your business. Join the library to get the free guide on finding your niche.

3. YOUR SERVICES – WHAT YOU WILL OFFER

Which services do your ideal clients need? Refer back to the answers from your survey to get good ideas.

Will you offer delivery? Are you considering to offer customization? Will you offer on-site catering or set-ups? Will you offer rental services for cake stands etc.? Get specific here.

4. THE SERVICES YOU WILL NOT OFFER

Defining which services you DON’T offer is just as important as defining which services you DO offer. Which services will you not offer and why?

5. HOW ARE YOUR PRODUCTS & SERVICES DIFFERENT?

Refer back to your competitor research: How are your products & services different from theirs? Is there anything you could add that would make your menu & services feel even more valuable than theirs?

This sure is a LOT of information to keep track of! You can easily have it all on hand by downloading your free Home Bakery Business Plan Workbook 👉 Access your free workbook here!

STEP #6: Your Home Bakery’s Sales & Marketing Strategy

  Wow! Look how far you’ve come already – I’m so proud of you for putting in all this hard work to create your Home Bakery’s Business Plan…

It’s the first and biggest step you can take to start turning your Home Bakery dreams into a reality! 😄

The last step in your home bakery business plan is working out your sales & marketing strategy. Without a strategy there’s nothing you can do besides “waiting and hoping” your business will grow. A strategy makes it all REAL! Let’s dive in!

1. HOW WILL YOU MARKET YOUR BUSINESS & BAKES?

Take some time to consider which platforms and methods you want to use to market your business and baked goods…

Do you want to use a Facebook group, page or ads? Are there some local Food Markets you’d like to trade at? Do you have some contacts and connections who love your baked goods you can ask to “spread the word” via email or with a flyer?

RELATED: The 4 Essentials of Home Bakery Marketing

Once you’ve decided on some methods, research them online for better results.

2. YOUR MARKETING SCHEDULE

It’s important to set a day and time aside for yourself to spend on Marketing – otherwise life will find a way of soaking up all of your time! When will it be?

Related: How to Plan your Home Bakery’s Work Schedule

3. LAUNCHING YOUR HOME BAKERY (IF YOU’RE NEW)

If you haven’t started your Home Bakery yet, it will help to create a “launch” strategy for your business. How will your business officially come into existence?

What are some things you can do to launch your Home Bakery with a bang and get people excited about what you bake?

4. HOW WILL YOU GROW YOUR HOME BAKERY?

You’ve made it to the last question! Congrats! This last section is about coming up with strategies to grow your business.

This doesn’t necessarily mean employing staff and moving to a larger facility (or opening a retail bakery) – unless that’s what you desire.  This last section pertains more to how you will grow your profits and client base.

Will you outsource certain tasks like cleaning, branding, photography, deliveries, social media management, website building, etc.?

Will you expand your menu & services?

How will you look after your clients to keep them coming back?

Think about things that you can do to keep your Home Bakery Business growing and thriving.

And that concludes your Home Bakery Business Plan my friend! I’m so proud of you for taking action and taking this first step towards starting your baking business 😄

Now you might be wondering, what happens next?

The perfect next step for you is to check out my Ultimate Guide to Starting a Part-Time or Full-Time Home Bakery.

What info are you looking for?

Hi! I’m Aurelia 🙂

I help home bakers create a Home Bakery Business with consistent orders so they never have to worry about a stable income.

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It’s only a slight exaggeration to say that when Sweet Surrender announced its closure in 2022, I was devastated.

Not only am I a sucker for sugary treats, but the dessert shop was the site of happy memories for me. It was one of the first local businesses I visited upon moving to Louisville, and I still remember the pure bliss I felt sitting on the patio on a spring day, enjoying a decadent piece of chocolate cake. Over the years, it became my go-to spot for friends’ birthday cakes, and at random times when I needed a sweet pick-me-up.

Thankfully, Bae’s Baekery — another locally-owned business of which I was already fond — quickly took its place. The store’s new location on Frankfort Avenue brought additional offerings, with even more to come. Abigail McGreevy, who co-owns the shop with her husband, Griffin, got me up to speed. Here are five things to know about Bae's Baekery.

Bae's Baekery began in an apartment

Abigail didn’t set out to begin a bakery business. But when she started whipping up cookies from her apartment kitchen in 2019, the spare-time venture took off quicker than she ever imagined.

“(By) mid-2019, we moved into Chef’s Space ,” (a food incubator on Louisville's West End), she told The Courier Journal. “As soon as we phased out of Chef’s Space, we opened our own location during the pandemic in 2020.”

When their Old Louisville lease came to an end, Sweet Surrender announced its closure — so the couple jumped on the chance to move to Clifton.

“(We) loved Old Louisville more than anything,” Abigail said, “(but) we were looking for more of a foot-traffic situation, (and) we had no seating available there. That was the biggest catalyst (for) us looking (for) a new space.”

Sweet Surrender permanently closed its doors in December 2022, and Bae’s Baekery began welcoming customers in March 2023.

There's more to Bae's than baked goods

The customer seating and additional space have allowed Abigail and Griffin to significantly expand their menu offerings. Regulars can still expect to find a plethora of cookies, brownies, blondies, scones, and the like, including the popular jumbo-stuffed cookies and cakes by the slice. But there is also a selection of savory options available.

“We’ve introduced soups, (as well as) a lot of vegan (and) gluten-free items,” Abigail said. “My husband has more of a kitchen background than I do. … He grew up in kitchens, so he’s developed all the soups himself.”

Takeout soup options typically include a white chicken chili, broccoli cheddar, and one additional rotating offering, like chicken enchilada.

“It’s a good way to get our foot into the door,” Abigail added. “We want to eventually (have) cafe-style offerings here.”

Try a customized coffee at Bae's Baekery

I often walk past Bae’s Baekery while strolling down Frankfort Avenue. One day, I saw a sign on the sidewalk promoting a new offering: the shakerato. I decided to pop in and try its version of the classic Italian iced espresso drink — and it was delicious. Unsurprisingly, it’s a popular pick with other Bae’s guests and Abigail herself.

“That’s my number one drink,” she exclaimed. “That’s what I drink every single morning.”

The coffee options, she adds, are not limited to shakeratos, lattes, macchiatos, and other typical espresso drinks. Barista Dade Allen gets creative with his beverage offerings and is happy to craft a customized beverage if guests can’t find what they’re looking for on the menu.

“He (can) concoct any type of delicious drink that anyone is wanting,” Abigail said. “He does an incredible job. We try to do whatever drinks people are throwing at us.”

Give this unique — and unadvertised — birthday treat a try

Bae’s offers custom cakes featuring everything from succulents and the solar system to unicorns and Minnie Mouse. Abigail even offers cake decorating classes so guests can unleash their inner baker and design their sweet creations.

But when guests are looking for a quick yet original gift and can’t find the exact kind of cake they’re looking for, she says a jumbo-stuffed cookie with “Happy Birthday” written on it can be the perfect solution. Though custom cookies aren’t listed on the menu, guests are more than welcome to add a special icing message to their yummy treat.

“If somebody comes in and asks us for something,” Abigail explained, “as long as it’s in our realm, we will try to do whatever we can to provide it for them.”

She added that birthday or not, the jumbo-stuffed cookies are a must-try.

“My favorite is the stuffed s’mores cookie,” she said. “It’s called S’more Dat. A close second is our cookie butter cake by the slice.”

More hours and special events are in the works at Bae’s Baekery

Whether customers are looking for cookies, cakes, or something else, they’ll soon have more time to shop for them.

“We’re about to start late-night hours in the summer,” Abigail said, adding they plan to stay open until 10 p.m. on Saturdays. “We’re going to start experimenting with that at the end of April, just to see how it goes. Then we plan on doing that a lot more often.”

She added that trivia nights and other themed events are also underway. Pop star soirees — like a Taylor Swift night — will be announced on the website as well as on Instagram, at @baesbaekery .

“We want this place to not only be a bakery but also somewhere (that) people are coming and making memories,” Abigail said. “They’ll get more out of this place than just baked goods.”

Know a restaurant that would make a great feature? Email writer Lennie Omalza at [email protected] or Lifestyle Editor Kathryn Gregory at [email protected].

Bae's Baekery

WHAT : This is a local mom-and-pop, employee-owned-and-operated boutique bakery that emphasizes creating treats that taste delicious, look beautiful, and evoke a sense of nostalgia.

WHERE : 1804 Frankfort Ave.

SERVICES : Indoor dining, outdoor seating, online ordering, carryout, and classes; Wednesday through Saturday; 10 a.m. to 6 p.m. and 10 a.m. to 4 p.m. Sunday; closed Monday and Tuesday

CONTACT : 502-409-4703, baesbakerylou.com

New Third Space Bakery in Garfield is a co-op and teaching kitchen

The term “third space” is a location other than school/work or home.

Third spaces tend to be relaxing spaces, free from any expectations and somewhere you want to be but don’t have to be.

That comfortable setting was the thinking behind the name Third Space Bakery Co-op and Teaching Kitchen, which opened Friday morning in Garfield.

Located in the former Spork Pit barbecue restaurant, it will be run as a cooperative, so employees, after an orientation period, can opt to invest in it, giving them a voice in the operations as well as a share of profits. With an investment, they will be entitled to a bonus from the profits, according to Beth Taylor, who co-founded the bakery with Chloe Newman and Erika Bruce.

They will feature European-inspired cakes and pastries from cinnamon rolls and sticky buns to sourdough breads, plus breakfast and lunch services.

“We want this to be a third space for people to come and feel comfortable,” Taylor said.“A third space is an individual’s place outside of home and work, their first and second spaces, where they can relax, connect socially, build community and have fun. That is part of our mission.”

Bruce and Newman were makers in residence at the Center for Regional Agriculture, Food and Transformation at Chatham University, an offshoot of the master of arts in food studies program at Chatham. Taylor earned her master of arts in food studies from Chatham in 2015.

Bruce and Newman are bakers and have sold items at area farmers markets, including the one in nearby Bloomfield.

They’ve held pop-ups at Trace Brewing in Bloomfield and Two Frays Brewery in Garfield. The plan is to incorporate craft beer in some menu items.

The bakery will serve coffee from Redstart Roasters in East Liberty and tea from Gyphon’s Tea in Bloomfield. They will also offer house-made sodas. Partnering with local companies such as Frankferd Farms in Saxonburg and Marburger Farm Dairy in Evans City is a big part of the business plan.

The three have been talking about opening a brick-and-mortar location and decided this is the perfect spot because the 1,200 square feet of space can be transformed from sales counters to classroom-like setups for cooking and baking demonstrations. They will maximize use of the space for those classes and demonstrations in the evenings and on some weekends.

“Our goal is to bring in guest instructors,” Taylor said. “We are available for private classes and team-building events.”

The Urban Redevelopment Authority supported the startup with a small business loan and website support with their Go Go Program - Get Online and Grow Online.

Bruce said she is excited to see this happening because so much thought went into it.

“It was gratifying to see people in the space on our soft opening (last weekend),” she said.

Bruce and Newman will have the creative outlet to experiment with new menu items.

“This is a dream come true,” Newman said. “It is amazing. I wanted to be in the right setting and this feels exactly like what I wanted.”

Third Space Bakery Co-op and Teaching Kitchen is located at 5349 Penn Ave. H ours are 8 a.m. to 4 p.m. Friday, 9 a.m. to 4 p.m. Saturday and 9 a.m. to 2 p.m. Sunday

Details: thirdspacebakery.com

JoAnne Klimovich Harrop is a TribLive reporter covering the region’s diverse culinary scene and unique homes. She writes features about interesting people and a weekly column about things to do in Pittsburgh. The Edward R. Murrow award-winning journalist began her career as a sports reporter. She has been with the Trib for 26 years and is the author of “A Daughter’s Promise.” She can be reached at [email protected] .

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Restaurants, Food and Drink | Pandemic baking, gardening lead to tea business…

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Restaurants, food and drink | overturned trailer truck creates commute havoc on i-880, restaurants, food and drink, restaurants, food and drink | q&a: pandemic baking, gardening lead to an east bay tea business, oakley mom hopes to open a tea room in the future, but for now caters tea events..

Like many folks, Erin Green spent a lot of time at home during the COVID-19 pandemic. She was homeschooling her then-10-year-old son Nigel, working in her garden and baking — a lot. Little did she know then that her hobbies would intersect.

As the Oakley mom dabbled more into baking and gardening, growing herbs, vegetables and lettuce for fresh salads, her thoughts turned to future business ventures. First up was finding a natural fertilizer for her garden. She was frightened by chickens but delighted with the thought of ducks waddling around fertilizing her large back yard and eating any harmful garden slugs and snails. Ducks became her “pandemic pets.”

And from the ducks came eggs that were good for baking, Green added. It wasn’t long before Green had a thriving garden and was busy experimenting with her favorite cakes and pastries while planning a business that would combine her interests. Green had worked briefly in marketing, but that job had ended and her son was back in public school, so she had more time to work on her own venture, she said.

Green also loved drinking tea. Her grandmother, Frances, who had immigrated from Barbados, once a British colony, had instilled in her a love of fragrant teas, and she thought why not open a tea room? But costs were high for a brick-and-mortar business, so Green decided to take a tea business, with a small trailer, on the road.

Her traveling tea room was born. We recently asked Green about The Hen and the Drake Modern Tearoom . Her answers were edited for length and clarity.

Q: How did you come up with the name for your business?

A: Of course, drake is the name for a male duck, and hence The Hen and the Drake (reflecting her love of ducks). And, I wanted to bring across that it is more elegant and elevated.

Q: Where did you host your first tea?

A: I did a tea for a mother and her pregnant daughter in my backyard. It was kind of a special thing. I was hosting them in my backyard at first because we have a really big, beautiful backyard. The ducks (Toots, Daisy and Daphne) were part of the whole experience.

Q: What is the focus of your business?

A: I wanted to create not the kind of traditional tea you’d expect from a British high tea, but rather one with a Caribbean influence. I realized digging into my own history that there are similarities, but there’s also differences. So, instead of like a ham pie, I might make a meat pie. It would be a beef patty instead, which is similar. But most Caribbean (food) has more spices, a little heat. And I want it to be a little laid-back, a more relaxed kind of tea.

Q: You also cater at people’s homes?

A: Yes, we can bring and serve or they can buy the food and serve it themselves.

Q: What’s on your menu?

A: I still do traditional scones, but I mix it up to make it more modern. Like instead of a cheese stone, I have a jalapeno cheddar. And I do a seasonal menu. We always have blueberries because everybody loves them, but during the holidays, we switch to a pumpkin or cranberry, in keeping with the flavors of the season.

We also have tea cakes, which are actually cakes infused with tea. The one that’s really popular this month is the Earl Grey tea cake. Carrot cake and eclairs are popular too and we have a pink champagne cake that does really well. It’s pink, so it’s pretty, and it’s decorated with dried rose petals so everybody loves that. I also have a matcha tea cake and a chamomile tea cake.

Q: What about tea sandwiches?

A: Coronation chicken is a classic. I like to throw that in there because it’s something that especially American audiences may not know a lot about, but it’s a very, very British sandwich filling. It’s kind of like a chicken salad but with golden raisins with a little bit of curry. And you can’t go wrong with cucumber and egg salad sandwiches.

Q: Where did you learn to bake?

A: I’m self-taught. With everything shutting down during the pandemic, a lot of chefs were selling digital classes online. So I’ve done some of that and watched a lot on YouTube. I had a lot of practice.

Q: What is the most fun for you?

A: I think that’s the most fun part is like being able to be creative. So, I do have a typical chocolate eclair, but I’ve done ones with a cheesecake filling or rose cream instead of a regular pastry cream, or lemon meringue. I think about what kind of flavors I can put in this and make it something special.

Q: How long does it take to prepare your foods and where do you do that?

A: I prepare them at a commercial kitchen in Pittsburg. It’s a lot of time. When you’re getting to the deserts – especially the more complicated things – it’s several days of prep work. I have to make my pastry cream at least 12 hours before because it has to properly set. The same thing with a ganache.

Q: What kind of tea do you offer?

A: We have a supplier in Canada and they only do wholesale leaf teas. I feel really confident because they’re all ethically sourced teas. I carry 10 different blends, but I’m always trying new ones. I want to be more seasonally based. So I’m always looking to add something new and fun.

Q: What kind of china do you use for catered parties?

A: I have several sets and am still building. I’m trying to be a little bit more modern, so all of them are more minimalistic. We also do a lot with flowers. I think that’s why I wanted to go minimalistic because you have a little bit more creativity and flexibility with the decor.

Q: Where do you take your tea trailer?

A: We’ve been part of the Foodie Crew (food truck events), gone to a local park and we’re working with some wineries. We only travel in Contra Costa County for now. Since we are on the trailer now, there are new insights that I’m gaining, such as iced teas are doing really well. But, of course, it’s still cool in the evening. So, when we did Foodie Crew, we were selling iced tea and then the sun went down and we switched to hot tea.

Q: What are your plans for the future?

A: Eventually, I want to open a tea room. I can’t afford a tea room yet, but this is a way to get out there and do what I want to do right now until it’s time, until I get enough capital to have an actual physical space.

Position: Owner of The Hen and the Drake Modern Tearoom

Residence: Oakley

Education: San Francisco State, majored in business

Hometown: Sacramento

5 things to know about Erin Green

1. She loves vegetable gardening but is learning how to grow flowers for her business

2. Married to husband Tony Actone for 10 years; together they have a blended family with five children

3. She is semi-fluent in Italian

4. She got her start in customer service working at San Francisco’s Nordstrom while in college

5. Favorite tea is Baroness Grey

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