Restaurant Business Plan Sample 2023

Franchise Business Plan 1
000 Street, City, State ZIP Code
000-000-000 sample@domain.com

Company Name
THIS IS A SAMPLE BUSINESS PLAN
This file was created by redacting an actual business plan The Plan Writers
wrote for a client. All client information and proprietary content has been
removed. As such, the business model, managers and financial pro forma
herein are entirely theoretical – only the structure of the plan itself and
portions of the market and industry research remain “real”.
www.planwriters.net
800-919-7250

Company Name
Contact Information:
This business plan conforms with criteria for a business plan for the length of the Development Term
as stipulated in the Company Name. The Business Plan outlines the actions that COMPANY NAME,
as a prospective Developer, will take to ensure Developer’s compliance with the Development
Schedule and the development, operation and management of the Franchised Restaurants in
accordance with Company Name’s standards. During the Development Term, Developer agrees to
revise the Business Plan as required by Company Name and further agrees to implement that
Business Plan as approved by Company Name.
Company Name, Owner
d/b/a Company Name
000 Street
City, State ZIP Code
000-000-000
sample@domain.com

Company Name
EXECUTIVE SUMMARY.........................................................................5
SYNOPSIS OF BUSINESS PLAN...................................................... 5
INFORMATION FOR COMPANY NAME CORPORATE............. 6
MISSION, VISION AND KEYS TO SUCCESS........................................ 7
MISSION STATEMENT...................................................................... 7
MEASURES OF SUCCESS................................................................. 7
KEYS TO SUCCESS............................................................................. 7
RESTAURANT CONCEPTS COMPANY NAME HAS OWNED
AND OPERATED .......................................................................................... 7
MANAGEMENT, ORGANIZATION AND OWNERSHIP.......................8
OWNERSHIP/TITLES/PERCENT OF OWNERSHIP...................... 8
COMPANY NAME AS A COMPANY NAME DEVELOPMENT
AGENT............................................................................................................ 8
ENTITY TYPE........................................................................................ 9
INTRODUCING THE COMPANY NAME(COMPANY NAME) .. 9
A GENERAL HISTORY OF COMPANY NAME.............................10
Sample Company Name: Background .................................. 10
COMPANY NAME in City......................................................... 11
Current Business Roadmap for the Company Name........... 13
Recent Developments of the Company Name..................... 13
COMPANY NAME................................................................................. 14
ORGANIZATIONAL CHART........................................................... 14
TALENT STRENGTHS/WEAKNESSES OF ORGANIZATION ... 14
EXISTING COMPETITION AND MARKET SUMMARY................. Error!
Bookmark not defined.
EXISTING AND FUTURE COMPETITORS.....................................15
Technology............................................................................... 15
LOCAL MARKET SIZE: CITY.............................................................16
COMPANY NAME VERSUS COMPETITION ...............................16
PLAN TO COMPETE.........................................................................16
COMPANY NAME SWOT STATEMENT.......................................17
CONTINGENCY PLAN #2 ...............................................................17
Business Objectives..................................................................17
DEVELOPMENT PLAN.........................................................................18
DEVELOPMENT EXPERIENCE – OVERVIEW...............................18
RELEVANT REAL ESTATE EXPERIENCE........................................18
KEY PERSONNEL ROLES AND RESPONSIBILITIES....................18
SITE SELECTION................................................................................19
CONTINGENCY PLAN #3 ...............................................................19
OPERATING PLAN.............................................................................. 20
STAFF, TRAIN, MOTIVATE, COACH OPERATIONAL
PERSONNEL................................................................................................20
KEY PERSONNEL AND RESPONSIBILITIES ................................20
TIME COMMITMENT OF THE OWNER, COMPANY NAME...20
INCENTIVE/RETENTION PLAN.....................................................20
MARKETING AND ADVERTISING PLAN ............................................21
TACTIC TO MARKET SITE/FRANCHISE........................................21
LSM (LOCAL STORE MARKETING) ...............................................21
CONTINGENCY PLAN #6 ..............................................................22
SPECIAL COVID-19 CONTINGENCY PLAN................................22
MILESTONES............................................................................ 22
FINANCIAL PLAN................................................................................ 22
FINANCIAL ASSUMPTIONS ..........................................................23
SUCCESSION PLANNING/EXIT STRATEGY ...................................... 24
SUCCESSION PLANNING..............................................................24
EXIT STRATEGY ................................................................................24
PARTNERSHIP DISSOLUTION ......................................................24
OTHER RELEVANT INFORMATION.............................................24
REVENUE FORECAST......................................................................24
PERSONNEL FORECAST ................................................................26
PROJECTED INCOME STATEMENT.............................................27
BREAK-EVEN ANALYSIS.................................................................29
PROJECTED CASH FLOW ..............................................................30
PROJECTED BALANCE SHEET .......................................................31

Company Name
Having extensive, successful experience in owning and managing
restaurant operations, Owner, Company Name, considers its greatest
strength to lie in its specialization as restaurateurs surrounding (a) the strategic
selection of sites, (b) purchase, (c) ownership, (d) management of daily operations, and (e) managing
the ongoing growth and development of retail restaurant operations. It has been a successful
restaurant business ownership group for 15 years.
Company Nameis comprised of Chandi Family members who have conjointly been running
successful retail restaurant operations for many years now. COMPANY NAME has been actively
involved in the City community for 12 years now. For COMPANY NAME, being successful in business
means making valuable connections with people in the community. Whether it is members of the
police force or members of the city council, from the authority figures to pillars of the community
and everyday people, COMPANY NAME has a reputation for be there: this means a continuous and
personal involvement in community going back 12 years, which includes always be there to
participate in the most important fundraisers and donation drives, for
COMPANY NAME being there means always bring there to
help the community. This commitment to the people of City
is the best indicator of the type of restaurant
development group COMPANY NAME has become.
This came through after the devastating fires, when
COMPANY NAME made the commitment to see it
through: COMPANY NAME has stayed with City in the
tough times because it believes that City is headed for good
times again. COMPANY NAME is helping City to come back
better and stronger than ever before.

Company Name
This plan has been written to communicate requested
information to Company Name corporate regarding the
viability of the Company Name becoming a developer in
City, State. We want to provide the specifics requested
up front. Company Name Corporate questions appear in
italics in this plan with COMPANY NAME responses given
afterwards:
▪ We have a location on 4th
St. and one on Cleveland
Ave. in City. We share information about those
locations in this plan.
▪ Our 4th
St. location, site of Stout Brothers restaurant,
will do well as a new Company Name because it’s an
affordable brand.
▪ After 6 months of being in business at the Stout
Brothers space, we hope to have achieved proof of
concept and then we will consider Cleveland Ave. for
Company Name
▪ Pro-forma financial projections represent one/each
establishment.
The developer and franchisees can be special purpose
entities, but we will need a creditworthy entity to
backstop the development agreement and underlying
franchise agreements. Please let me know what entity
you would propose. Please provide me the corporate
documents evidencing who owns and controls that
entity.
Company Name has restaurant management down to a science. It has
managed numerous businesses to success based on a combination of
great business acumen and talent, along with an innate sensibility for
knowing how to give its employees maximum respect and security, thus
garnering rave reviews for customer service, which in turn fuels the
growth of their establishments’ reputations. Having in-depth
experience in restaurant operations, Company Name considers its
greatest strength to be retail operations. It boasts a close, cohesive, and
strong management team based on close family relationships. As such,
Company Name treats every asset like a member of the family.
SAMPLE STREET LOCATION 1
| PRESIDENT (50%)
| SECRETARY (50%)
SAMPLE STREET LOCATION 2
| PRESIDENT (51%)
| SECRETARY (49%)

Company Name
To build brand awareness of Company
Name in City, CA and make it one of the top
fast food restaurants in City, CA.
The following criteria for measuring success will be
utilized by Company Name, to report its annual growth
statistics:
▪ Menu Satisfaction: Measured by in-store customer
survey ratings.
▪ Convenience Driven by Digital Leadership: Measured
by in-store customer survey ratings.
▪ Restaurant Excellence: Measured by in-store customer survey
ratings.
▪ Brand Evolution: Measured by in-store customer survey
ratings.
▪ Gross Revenue and Net Profit that exceeds Company Name average
unit sales
▪ Company Name will aim for annual customer survey ratings in the
90th
percentile, and year-to-year growth in profits will exceed average
franchise earnings.
▪ Boast an excellent management team
with great professional experience, and
very high motivation to succeed
▪ Offer exceptional food and beverage
services for an enjoyable fast food
experience
▪ Always focus on customer development,
inquiring of the customer’s needs and
being responsive to customer requests.
Please see Sample company.com for a
beautiful presentation of these and other
Company Name assets.
▪ Sample Company Name since 2007
▪ Beer Baron
▪ Bibi’s Burger BAR
▪ Stout Brothers Irish Pub since 2013

Company Name presents this Business Plan to Company Name to formally
initiate its application to become a Franchisee/Development Agent. Company
Name wants Company Name to consider it seriously as a successful,
professional group of restaurant owners and managers who are committed to
developing two or more Company Name sites for their own
operation. COMPANY NAME has had successful experience as the
Development Agent for Sample Company Name for 9 sites. It has taken
responsibility for opening the sites, executing marketing initiatives, and
overseeing daily operations. It brought in working partners to run the
restaurants and took a percentage of weekly gross.
Similarly, COMPANY NAME would like to be a Development Agent for
Company Name overseeing the opening, marketing, and management of daily
operations at two restaurants in City, State. In return, COMPANY NAME would
ask for 2% of weekly gross as a royalty fee and territory rights.
When COMPANY NAME opens up a new location, they want to ask for half of
the franchise fee charged to each franchisee for each location.
Additionally, COMPANY NAME wants to have the development rights and
privileges for Sonoma County, Napa County, Marin County, Mendocino
County, Humboldt County, San Francisco County, Contra Costa County, and
Sacramento County in the Central Valley.
COMPANY NAME wants to emphasize the it has already been a developer for
Sample Company Name in the following counties: Sonoma, Marin, Napa,
Mendocino, and Humboldt Counties as well as the Napa Valley. So, COMPANY
NAME is quite familiar with these counties and very experienced in managing
Company Name will be registered as the sole owner
(100%) of Company Name franchisee holdings.

Company Name
development across this region successfully. That is why Company Name is such
a good fit with Company Name
City Company Name Inc, is registered and incorporated in the State Name,
will the operating entity for first three locations as listed above.
In 2007, the Company Name purchased their first restaurant, a Sample Company Name in Place
Name Still in college and now thrust into the world of franchised restaurants, they learned their
lessons - from scheduling to handling to every other aspect of owning a franchise - the hard way.
And, the right way. Since July 2014, they have become the brand's North Bay Company Name’s
Development Agent, for 6 counties: Sonoma, Marin, Napa, Mendocino, Humboldt and Napa Valley.
Since becoming the Development Agent, it has opened 9 sites (including Eureka that is opening in
mid-April 2020.
Most recently, the Company Name earned the support of the brand
to introduce a full bar experience into its new Sample Company
Name location on Commerce Blvd. in Rohnert Park, a first for the 40-
year-old, family-friendly pizzeria brand. Company Name opened the
first Company Name with a full bar in Novato, and that was followed
by Montgomery, Windsor, and Commerce Blvd. Now there is also a
full bar at the Cleveland Ave Sample Company Name.
Along the way, Ren joined the team, and family, helping guide them
as they branched out into independent restaurants. Together, they
took over Stout Brothers’ Irish Pub and Restaurant two days before
St. Patrick’s Day in 2013. The success of Stout’s and the vibrancy of
downtown City has propelled them into two more restaurants, Bibi’s
Burger Bar and Beer Baron, with Sample Company Name on the way.
Through it all, the Company Name members have been guided by a
deep-rooted commitment to the community, to their work, integrity,
and their philosophy of continuous improvement. At every step, they
have always challenged themselves to continually learn and grow,
and always strive to engage in an ongoing process of improvement,
believing that they continue to get better at what they do every year
(See, https://www.domain.com/aboutus).

Company Name
Full Name is the founder of the Company Name (COMPANY NAME) which his son, Full Name,
runs with his wife, Full Name, along with his two brothers, Full Name and Full Name. Full Name
moved his family from India to the United States in 2000. Initially unable to speak English, all
three brothers excelled in their education.
The Name family began, like any good restaurant story, as a fifteen year-old Name worked the
line during the Friday night dinner rush. Three years later, the Company Name helped their
father open up his own restaurant. There they cut their teeth, negotiating leases, managing
vendors, building a team, gaining experience, and growing the excitement that would cement
their decision to own their own hospitality group.
In 2007, the Company Name purchased their first restaurant, a Sample Company Name in
Rohnert Park. Name went on to attend SF State, while Name and Name both attended Sonoma
State University, all studying business.
Sample Company Name, a premier restaurant & bar in downtown City, is ranked as one of the
best restaurants in the area by OpenTable diners and has 4.5 stars on Yelp, with 260 reviews.
Inspired by the exotic spices and culinary delights from the land of India, Sample Company
Name is a one-of-a-kind restaurant that puts together authentic Indian cuisine with a modern
twist of its own.
Headed by Name and his crew of talented chefs, the kitchen at Sample Company Name is
known for its mouthwatering flavors. All dishes are made from pure and fresh ingredients.
Keeping in mind the distinct taste preferences of its patrons, the restaurant continues to
innovate and experiment with flavors to create dishes that are truly delicious. Ranked high for
its distinct mix of flavors, the restaurant’s many signature recipes celebrate the best of City and
Sonoma County’s dining scene.
The mission of Sample Company Name is to savor the pleasure of authentic Indian cuisine.
Sample Company Name is a one-of-a-kind restaurant that puts together authentic Indian cuisine
with a modern twist of its own. Having a team of talented designers, chefs, and service trainers to
enhance incredible guest experience, Bollywood wants to transform any concept from idea to
profitability. The Company Name is behind the restaurant’s revamp, taking a very personal
interest in bringing elevated Indian food and hospitality to the county. As the owners of several
downtown City restaurants, they were inspired by the family’s roots in the Punjab region of India,
as well as their experiences as California restaurateurs, influencing their vision of bringing a taste
of India to America.

Company Name
Their foundation is rooted in the Indian concept of ‘mehmaan nawazi’,
a heightened sense of hospitality and welcoming energy to all who
come through their doors. An important goal of theirs is the desire for
guests to walk into the Bollywood restaurant with the sense of entering
their own home. Chef Name wants guests to smell the aromas and
spices and to get more engaged in their meals. A key aspect that Chef
Full Name emphasizes is for the cooks to ask questions and be
inquisitive if they do not know or are not completely comfortable with
something. He wants the same for their guests. Bollywood wants to
share with guests what Indian home cooking is all about.
The concept and organizational culture for Sample Company Name
was born out of the Owner Name’s Indian heritage and passion for
developing spaces that gather community. Today, the Owner Name
are intimately woven into the fabric of daily operations at Bollywood,
and strive to bring the welcoming spirit they knew as kids in the
downtown City community. Furthermore, their values and beliefs align
with their culture of, “Be happy for this moment. This moment is your
life.”
There is a strong sense of leadership within Company Name. The
brothers are actively involved within the restaurant by taking various
roles, such as helping run drinks and food or simply greeting
customers. The warm workplace culture of Bollywood is a direct
reflection of strong Chandi family values. The members of the
Company Name all have a strong sense of communication, making
sure the staff has open communication channels about all operations
with upper management. To ensure everyone is on the same page,
they frequently have meetings, as well as having the employees take
periodic quizzes regarding their food and drink knowledge.
The Company Name have extensive experience in City, CA,
especially its downtown area. They bought Stout Brothers in
2013 and turned it around based on a commitment to invest
in City’s downtown. The last couple of years were not
profitable, yet COMPANY NAME continues to
believe in this city and in this location. The
Company Name feels a certain responsibility to
help City to grow and prosper. COMPANY
NAME does not want to give up this space
and all the hard work that has been
put into it. They believe the
downtown is turning around and
the location will improve with

Company Name
time and COMPANY NAME’s investment in it.
Dynamics. There are numerous places that have closed due to the hardship of downtown.
Improvements in Downtown. There are also many recent changes taking place (e.g., La Fondita – a
client of the Company Name consultancy). There is growth in City, and positive activity is taking place
with affordable options.
Indeed, Company Name restaurants, Sample Company Name and Beer Baron, continue to do well
in City, even with all the challenges. The Company Name presence and commitment to City goes
back 6.5 years ago, when the Company Name embarked on the launches of Beer Baron, and Sample
Company Name.
In the interest of providing a capsule summary of the last 6.5 years we can provide the following
information.
The first three years were profitable as the downtown area began going through the change from
nightlife clubs to nice cocktail bars. Profitability indeed changed over these years. When COMPANY
NAME bought Stout Brothers in March 2013, downtown City had 7 nightlife bars/clubs:
1. La Rosa, right across from Stout Brothers on Fourth
Now City downtown does not have much to offer. However, Beer Baron is one place that stays
open till 1am on the weekends.
Yet, all of these restaurants,
bars, and clubs have closed
over the last 3-4 years. To be
sure, there have been some
places open. But, many first-
time investors, like Gerard’s
Paella, and Brasserie-Brazilian
Steakhouse, have come and
gone in the last 7 years.
Nevertheless, Company Name
is committed to seeing it
through. Stout Brothers was the
last bar to close, in 2019.
This chart (right) tells the story.
In the wake of the 2017 fire
destruction, not only City, but all of Sonoma County suffered such a dramatic population loss that
the setback was felt in all businesses and every facet of civic and community activity. This is a time
Figure 1. Population dropped drastically after the 2017 fires (Source:
www.pressdemocrat.com/news/9149705-181/sonoma-county-population-
continues-to?artslide=4

Company Name
of rebuilding and the Company Name will not abandon City; COMPANY NAME will help to rebuild
it.
Below, we show the financials for Beer Baron, owned by Company Name and Sample Name. Even
through hard times COMPANY NAME has been successful running restaurants in downtown City.
Overall, the Company Name is currently focused on (a) pursuing the growth and development of
its City assets described above, and (b) applying for developer status with Company Name to open
two new restaurants in City.1
The most recent developments of Company Name include the following:
Cleveland - Latest restaurant opening August 2019 $137,599.08
Ukiah - First month November 2018 $137,599.08
Fort Bragg – Short month opening February 2019 $137,599.08
Figure 2. 2018-2023 Financials for Beer Baron, owned by Sample Name and Sample Name.

Company Name
American Canyon - First month August 2018 $137,599.08
Company Name will seek success for the first two restaurant
operations, with the idea in mind of developing more Company
Name franchise restaurants contingent upon making the first
restaurants a success.
• For each Company Name location, COMPANY NAME will hire
1 GM earning $60-70K; 3 assistant managers earning $18-$20
depending on the needs of the business, and $15-$18 will be paid
to part-time employees.
Company Name has already been involved in preliminary talks
with Company Name corporate, and has submitted preliminary
documents. The plan is to establish two new Company Name
locations in City, CA. The super-efficiency of Company Name
assures continued success for Company Name and the Company
Name may eventually consider more locations in similar, nice, in-
town locations around the north San Francisco Bay Area.
See APPENDIX: ORG CHART, for a presentation of the
organization structure and the personnel structure of these
restaurants. COO, SR, VP Joti Chandi will be in charge of
construction for each Company Name restaurant, and Company
Name will hire 1 Manager earning $60-70,000 per year. The
Company Name will hire 3 Assistant Managers earning $18-
$20,000 per hour, and will hire 12 part-time employees earning
$15-18 per hour. These wages are aligned with required minimum
wages in the north San Francisco Bay Area, which start at $15/hr.
The strengths of Company Name lie in the vast business
experience of its management, which includes a history of owning
and managing many restaurants successfully. The weakness of Company Name, concerning the
launching of this Company Name Franchise, is simply the newness of the venture. By following the
lessons learned and the training received from Company Name, Chandi Hospitality is confident that
the combination of its vast, prior business management experience, and the well-known and growing
popularity of the Company Name brand, will ensure continued success for the new location.
“We own a wide range of
restaurants that serve different
markets and different needs.
We’ve built high-end
restaurants from the ground
up and helped grow and
innovate franchises, finding
strength in a diverse portfolio
and breadth of experience.
With each project, we’ve
learned and improved. We
can’t wait to see what the
future holds as we continue to
grow.”
(Source: www.domain.com/restaurants)

Company Name
industry competition is expected to intensify as other fast-food franchises begin to offer more
chicken alternatives. Overall, IBISWorld estimates industry revenue to increase at an annualized rate
of 4.7% to $43.3 billion over the five years to 2024.
As enterprise and establishment growth is expected to occur over the
coming years, internal competition is expected to intensify. Major
players, such as Popeyes Louisiana Kitchen Inc. and KFC are
expected to continue to expand the number of franchises
throughout the Northeast to gain more market share. In addition,
internal competition is expected to continue to intensify as industry
operators compete based on their ability to develop new products.
In the previous period, operators in the Fast Food Chicken
Franchises industry quickly expanded their menus to provide healthy
options for health-conscious consumers. Industry players are
expected to continue to compete based on the introduction of new
products, in addition to price-based competition. External competition
from other fast food retailers is expected to intensify as well. CCD Innovation’s
2018 food trends report discusses how chicken is going to surge in popularity. Therefore, other fast-
food retailers are expected to include chicken meal options to benefit from the growing demand for
fried and baked chicken. This development is expected to negatively influence industry operators’
ability to differentiate themselves from their competitors.
Industry operators are expected to continue to invest in technology to improve customer service as
well as operational efficiencies. Companies are expected to incorporate self-service kiosks that give
customers the ability to place their order and pay in advance. Other major players are expected to
release their own mobile applications, similar to Chick-fil-A One, to cater to time-strapped
consumers and increase the ease and convenience of purchasing
meals. Lastly, industry operators are expected to continue to
improve on point-of-sale. This plan includes a concept being
considered by the Company Name for developing a mobile
app that facilitates ordering, which is mentioned in the section
on local marketing. The Company Name is aware of industry
trends towards incorporating newer technology to facilitate
internal processes. Despite the industry’s continued efforts to
incorporate technology, industry employment is expected to
increase at an annualized rate of 4.8% to 667,763 workers over
the five years to 2024.
The largest competitor is Chick-fil-A (27.9% market share),
followed by KFC (14.6% market share), and Popeyes (10.8%
market share). Since the major players have less than 66% market share combined, there is space for
new competition to vie for market share – that is the aim for Company Name in City, State.

Company Name
Major Players (Market share)
SOURCE: WWW.IBISWORLD.COM
City, CA will be a prestigious location for Company Name as it is known for being a lovely city in the
North San Francisco Bay Area. It is a popular destination point for people visiting Sonoma County
for tours of the famous Napa/Sonoma Wine Country. City combines the flair of the scenic San
Francisco Bay Area with the charm of being the largest city in Sonoma County and having its own
well-known scenic and historic sites. Its estimated 2018 population was 177,586. City is the largest
city in California's Redwood Empire, Wine Country and the North Bay; the fifth most populous city
in the San Francisco Bay Area after San Jose, San Francisco, Oakland, and Fremont; and the 28th
most populous city in California.2
▪ The cost of living in City is 9% higher than the California average.
▪ The cost of living in City is 53% higher than the national average.
▪ The cost of housing in City is 101% higher than the national average3
.
Perhaps the single greatest differentiator between Company Name and its major competitors is that
Company Name has a great team of well-known Founders, so it already has begun to attain great
brand name recognition.
The predominantly upscale adult population of City, CA will be particularly responsive to Company
Name initiatives to highlight mobile Smartphone usage for ordering and receiving incentives and
loyalty offerings. Thus, loyalty and incentive initiatives will be the focus of the plan to compete, in an
attempt to facilitate local target customers’ perception of Company Name as a friend of the
commuter and active professional on the go.
2
See, https://en.wikipedia.org/wiki/Santa_Rosa,_California
3
www.areavibes.com/santa+rosa-ca/cost-of-living/
Sample Company 1 8.1%
38.6% Other
Figure 6. The 4 major players dominate less than 66% of market share leaving space for Company Name to surge.

Company Name
Great brand name recognition; great attention to fast food service; great attention and
focus on chicken; great attention to popular, affordable, quality offerings.
The new proposed store location will have the weakness of being new and unknown in
the zip code, and for this reason, Company Name will execute substantial local marketing
initiatives Year 1.
The new proposed store location has the opportunity to become a favorite among local
target customers in City, CA because they tend to be successful professionals who
commute to work, and this will enable them to perceive Company Name as a friend of
the commuter and the busy professional on the go.
There is a possibility that people in City will decide they do not like the new store location
and prefer to patronize competitors.
In order to proactively compete in this zip code, Company Name will patronize local competitors in
this area and study them to ascertain what they do to attract local target customers. This will
supplement existing marketing initiatives of Company Name and ensure that there are no competitor
characteristics attracting local customers that are not also available to the new Company Name
location. Company Name has had a professional presence in this area for some time and the
members will utilize their personal awareness of the area and their existing network of personal and
professional contacts to shore up and support the new restaurant’s competitiveness in this zip code.
Primary objectives are as follows:
▪ Year 1: Develop the first in a series of Company Name restaurants
▪ Year 1: Focus on customer development in order to ensure customer satisfaction
▪ Year 1: Establish proof of concept for the business model, i.e., attain profitability and
fulfillment of business plan projections
▪ Years 2, 3, 4 & 5: Consider additional Company Name store franchise locations

Company Name
Over the last 15 years, Company Name has been a
successful owner of numerous restaurant
establishments. The members have vast experience
owning and operating well-known restaurants in City,
as well as in other locations. The Group owns a wide
range of restaurants that serve different markets and
different needs. COMPANY NAME has built high-end
restaurants from the ground up and helped grow and
innovate franchises, finding strength in a diverse
portfolio and breadth of experience. With each project,
the Group has learned and improved. The members
can’t wait to see what the future holds as the business
continues to grow.
Not only has Company Name owned numerous
restaurants, it has owned, managed, and developed
the restaurants currently established at the two
proposed locations in City, CA.
Company Name is very experienced, and the members
are hands-on owners and managers, not absentee-
owners. Company Name will spend many hours on-site
every day ensuring proper functioning of all
operations. Company Name will hire a Manager at
each location who will be tasked with overseeing all
operations, on all shifts and will staff each shift with an
Assistant Manager.

Company Name
By virtue of having several years doing business in City, Company Name has these 2 City, CA site
locations in mind:
0000 Street, City, State 1, ZIP 1 0000 Street, City, State 2, ZIP 2 0000 Street, City, State 3, ZIP 3
These are successful, well-developed sites that should meet Company Name selection criteria.
See the APPENDIX: PROPOSED LOCATIONS for maps showing the locations, and photos, as well.
In addition to its own vast experience in
restaurant management, the Company Name
will hire employees and pay them the $15
minimum wage standard for companies with 26
or more employees. All employees will be
offered a chance to grow with Company Name,
and this extra motivation will help to ensure
success. Additionally, Company Name will allot
additional spending per month for local
marketing and advertising in Year 1, above and
beyond the corporate marketing efforts ensured
by the 5% CFA royalty.

Company Name
The Company Name is aware of the way Sample Name
(https://www.domain.com/) has been utilized by competitors to more
than double the number of high-performing employees from 30% to
70% of frontline staff. COMPANY NAME will also ensure the best
employees are hired to make for stronger teams, with growing average
employee productivity. COMPANY NAME understands that hiring the
best employees and motivating them leads to robust net sales and a
reputation for great customer service. COMPANY NAME understands
that improving the performance of the personnel and the location leads
to an increasing applicant quality and flow, which in turn, leads to
decreasing the amount of time managers might waste on hiring. It is also
understood that, by hiring and training the best people, COMPANY
NAME proactively creates cost savings from cross-training, better
inventory management, and lower turnover.
Company Name will name COO, SR, VP Joti Chandi to be in charge of construction at both sites. At
each location, COMPANY NAME will hire 2 GM for $60-70,000 who will be tasked with overseeing
all shifts. He will hire 3 Assistant Managers for $18-20 and one will work every shift. He will hire 12
part-time employees for $15-18 an hour who will be motivated to give the best customer service in
town. Starting July 1st
, minimum wage will be $15 an hour in Sonoma County. Company Name
anticipates developing a bonus and benefits program to reward the best employees.
The Company Name is committed to working 24/7 on all of its businesses. It has a physical presence
at these two City, CA sites already, where Name will be known, and relied upon, to appear regularly
at least 5 days a week, and more if needed.
This owner operator has been in the Chic-fil-a system for over 10 years, it has worked in the corporate
office to develop and train new franchisees
As per Company Name policy, employees will receive
▪ Average minimum wage rates for California (which is $15/hr.)

Company Name
In addition to corporate marketing ensured by the 4% Advertising fee, Company Name is allotting
an additional spending monthly for local marketing, advertising, and publicity, with stipulations that
this is for flash marketing and advertising and may not be needed every month. They have many
ideas and considerable knowledge relevant to marketing Company Name
Moreover, Company Name believes a mobile application for Company Name could be one of the
top applications on the market soon. Many people are wanting to pay for products via Smartphone,
for obvious reasons related to convenience. The Company Name would like to be actively promoting
use of Smartphones (a) to load money onto Stored Value gift cards, and (b) to load money from a
credit or debit card onto the Company Name mobile app, and then pay using the app. This marketing
tool of near-field communications (NFC) will become a very popular way to make payments easier
for consumers. The Owner will also utilize the ability to use QR codes for payments, contests, and so
on. In this way, through digital marketing and innovation, the Company Name will always be looking
for new and innovative ways to grow their Company Name perks community and maintain a steady
growth momentum.
Local Store Marketing: 2% of Gross Sales
The Owner will consider developing an iOS app, which
allows users to make easy payments, order while on-the-
go, send gift cards to friends, and access Company
Name discounts and coupons. Additionally, the
Company Name intends for customers to be able to
buy or load existing Company Name cards using Apple
Pay. This new capability could prompt the store to
experience an uptick in gift card purchases, since users
will not be forced to enter their credit card details
during checkout if they already have that information
saved within Apple Pay.

Company Name
case forecast with minimal Year 1 operations projected below the Company Name average gross
sales for a fast food establishment. It is projected to exceed Company restaurant averages by Year
3, and continue growing aggressively through Year 5. The goal of the Company Name is to beat
their own projections.
The well-funded operations of Company Name ensure that enough experience and enough capital
are available to meet all contingencies of this plan.
In lieu of the current COVID-19 pandemic, the Company Name will be taking into account the
challenges that are ahead of for its business and for all of us in general.
For example, due to COVID-19, it is possible that we may be entering a recession. The Company
Name believe that at this time fast casual brands with drive-throughs, that offer quality food at a
good price point, will be even more successful in next few years. Indeed, Company Name is excited
that it has been able to hold 80% of its revenue in the last month at most of its Sample Company
Name sites in the North Bay. The Company Name brand fits that fast casual category really well, and
it has a fresh approach, which will help it to stand out in the market. Additionally, drive-through has
been in higher demand, which will work well for the Cleveland Avenue site. Company Name City will
implement Lunch and Dinner boxes for CURBSIDE PICK-UP from Downtown City locations, with the
introduction of an app that is very customer-friendly. There will be no contact delivery from Mountain
Mike’s for the time being.
COMPANY NAME City locations have been extremely successful and COMPANY NAME will be
implementing relevant procedures for conscious consumers after COVID-19 concerns are under
control, and City emerges into a “new” normal.
Company Name Franchise
Business Plan
Strategic Launch Planning
Launch/Grand Opening in
Santa Rosa
Attain Proof of Concept

Company Name
Below are the basic assumptions underlying the expenses at the basis of all the financial projections.
A complete detailed breakdown of all the financials underlying our projections is available upon
request.
Figure10. Mandatory Payroll Deductions for California used in this plan.
▪ COGS = 25% of Sales
▪ Increase in annual expenses = 2.5%
▪ Payroll deductions: FUTA 0.6%; FICA 6.2%; Medicare 1.45%

Company Name
There is currently no succession plan in place for
Company Name.
There is currently no exit strategy in place for
Company Name.
There is currently no anticipation of partnership
dissolution for Company Name.
Company Name has been involved in many retail
business projects for over 15 years, and is
currently focusing on expanding and growing
operations, with no explicit vision of succession,
exit, or partnership dissolution required or in
preparation.

Company Name
This plan assumes that COGS for food and beverage inventory comprises approximately 25% of
sales.
Year 1 Year 2 Year 3 Year 4 Year 5
Beverages 72,500 72,500 72,500 72,500 72,500
Chicken Tenders 72,500 72,500 72,500 72,500 72,500
Salad Bowls 72,500 72,500 72,500 72,500 72,500
Sides 72,500 72,500 72,500 72,500 72,500
Desserts 72,500 72,500 72,500 72,500 72,500
Beverages $2.99 $2.99 $2.99 $2.99 $2.99
Chicken Tenders $2.99 $2.99 $2.99 $2.99 $2.99
Salad Bowls $2.99 $2.99 $2.99 $2.99 $2.99
Sides $2.99 $2.99 $2.99 $2.99 $2.99
Desserts $2.99 $2.99 $2.99 $2.99 $2.99
Beverages $216,775 $216,775 $216,775 $216,775 $216,775
Chicken Tenders $216,775 $216,775 $216,775 $216,775 $216,775
Salad Bowls $216,775 $216,775 $216,775 $216,775 $216,775
Sides $216,775 $216,775 $216,775 $216,775 $216,775
Desserts $216,775 $216,775 $216,775 $216,775 $216,775
Total Revenue $216,775 $216,775 $216,775 $216,775 $216,775
Beverages $0.63 $0.63 $0.63 $0.63 $0.63
Chicken Tenders $0.63 $0.63 $0.63 $0.63 $0.63
Salad Bowls $0.63 $0.63 $0.63 $0.63 $0.63
Sides $0.63 $0.63 $0.63 $0.63 $0.63
Desserts $0.63 $0.63 $0.63 $0.63 $0.63
Beverages $45,523 $45,523 $45,523 $45,523 $45,523
Chicken Tenders $45,523 $45,523 $45,523 $45,523 $45,523
Salad Bowls $45,523 $45,523 $45,523 $45,523 $45,523
Sides $45,523 $45,523 $45,523 $45,523 $45,523
Desserts $45,523 $45,523 $45,523 $45,523 $45,523
$45,523 $45,523 $45,523 $45,523 $45,523

Company Name
Personnel costs are based on mandatory minimum wages for California - $15 per hr.
Manager 1 3 3 3 3
1 3 3 3 3
Full-Time Employees
Part-Time Employees 4 4 4 4 4
Total Personnel 10 10 10 10 10
16 20 20 20 20
Manager
$70,000 $70,000 $70,000 $70,000 $70,000
Full-Time Employees $70,000 $70,000 $70,000 $70,000 $70,000
Part-Time Employees
$70,000 $70,000 $70,000 $70,000 $70,000
$70,000 $70,000 $70,000 $70,000 $70,000
Manager
Full-Time Employees $70,000 $70,000 $70,000 $70,000 $70,000
Part-Time Employees $70,000 $70,000 $70,000 $70,000 $70,000
Total Payroll

Company Name
Every attempt is made to present conservative projections with slow incremental growth merely as
a baseline for worst-case break-even operations. We project an average monthly revenue of
$175,521.50 per month for Year 1.
$2,106,258 $2,106,258 $2,106,258 $2,106,258 $2,106,258
Food & Beverage Sourcing $2,106,258 $2,106,258 $2,106,258 $2,106,258 $2,106,258
Franchise Royalties & Adv Fee $2,106,258 $2,106,258 $2,106,258 $2,106,258 $2,106,258
Total Cost of Revenue $2,106,258 $2,106,258 $2,106,258 $2,106,258 $2,106,258
Gross Margin $2,106,258 $2,106,258 $2,106,258 $2,106,258 $2,106,258
Gross Margin/Revenue 66.62% 66.62% 66.62% 66.62% 66.62%
Rent $93,600 $93,600 $93,600 $93,600 $93,600
Insurance Liability $93,600 $93,600 $93,600 $93,600 $93,600
Business License/Permits $93,600 $93,600 $93,600 $93,600 $93,600
Telephone/Internet $93,600 $93,600 $93,600 $93,600 $93,600
POS & Store Systems $93,600 $93,600 $93,600 $93,600 $93,600
Marketing $93,600 $93,600 $93,600 $93,600 $93,600
Supplies & Laundry $93,600 $93,600 $93,600 $93,600 $93,600
Utilities $93,600 $93,600 $93,600 $93,600 $93,600
Professional Services $93,600 $93,600 $93,600 $93,600 $93,600
Merchant Account $93,600 $93,600 $93,600 $93,600 $93,600
Facility Maintenance $93,600 $93,600 $93,600 $93,600 $93,600
Repair & Maintenance $93,600 $93,600 $93,600 $93,600 $93,600
Cash Shortages/Overages $93,600 $93,600 $93,600 $93,600 $93,600
Payroll Taxes $93,600 $93,600 $93,600 $93,600 $93,600
Total Personnel $93,600 $93,600 $93,600 $93,600 $93,600
Total Operating Expenses $93,600 $93,600 $93,600 $93,600 $93,600
Profit Before Interest and
Taxes
$52,808 $52,808 $52,808 $52,808 $52,808
EBITDA $52,808 $52,808 $52,808 $52,808 $52,808
Interest Expense $52,808 $52,808 $52,808 $52,808 $52,808
Taxes Incurred (21%) $52,808 $52,808 $52,808 $52,808 $52,808
Net Profit -$24,282 -$207,543 $784,324 $984,461 $1,274,563
Net Profit/Revenue -1.15% -4.10% 11.12% 12.97% 15.60%

Company Name
($300,000)
($250,000)
($200,000)
($150,000)
($100,000)
($50,000)
$0
$50,000
$100,000
$150,000
$200,000
Month
1
Month
2
Month
3
Month
4
Month
5
Month
6
Month
7
Month
8
Month
9
Month
10
Month
11
Month
12
Gross Margin & Profit Monthly
Gross Margin
Profit
Gross Margin $1,403,095 $3,411,575 $4,800,439 $5,217,485 $5,668,621
Profit ($24,282) ($207,543) $784,324 $984,461 $1,275,563
($1,000,000)
$0
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
Gross Margin & Profit Yearly
Gross Margin
Profit

Company Name
The break-even analysis is important as it shows the revenue necessary to meet expenses in 2019,
Year 1 of the plan. As shown below, the flagship store is expected to incur average monthly fixed
costs of $118,948 in the first 12-months, and average monthly variable costs of $58,597. To meet
these costs, The Owner plans to surpass the break-even point with Year 1 sales of $178,559 per
month.
Monthly Revenue Break-even $178,559
Average Monthly Revenue $178,559
Average Monthly Variable Cost $178,559
Estimated Monthly Fixed Cost $178,559
Breakeven Analysis Dollars Percent
Annual Sales Revenue $178,559 100.00%
Cost of Sales $178,559 33.38%
Gross Margin $178,559 66.62%
Salaries and Wages $178,559
Fixed Operating Expenses $178,559
Total Fixed Business Expenses $178,559
Breakeven Sales Calculation $178,559
66.62%
Breakeven Sales (Annual) $178,559
Breakeven Sales (Monthly) $178,559
($150,000)
($100,000)
($50,000)
$0
$50,000
$100,000
$150,000
$0 $178,559 $357,118
Year 1 Break-even Analysis

Company Name
The Owner is planning for all contingencies with adequate financing in place, and for this reason the
plan shows positive cash flow from Month 1 of Year 1 of the plan. The plan’s projection is to bring
the flagship store to profitability in Year 1, meet Company Name restaurant average sales by Year 3,
and exceed all average sales and net profits from Year 4 onward. The overall goal is to beat these
projections!
Revenue $2,106,258 $2,106,258 $2,106,258 $2,106,258 $2,106,258
Proceeds from Line-of-Credit $0 $0 $0 $0 $0
Proceeds from Bank Loan $2,106,258 $2,106,258 $2,106,258 $2,106,258 $2,106,258
Owner Contribution $0 $0 $0 $0 $0
Proceeds from Long-term Assets $0 $0 $0 $0 $0
Proceeds from Investor $2,106,258 $0 $0 $0 $0
Subtotal Cash Received $2,106,258 $2,106,258 $2,106,258 $2,106,258 $2,106,258
Expenditures from Operations
Total Personnel $628,360 $628,360 $628,360 $628,360 $628,360
Bill Payments $628,360 $628,360 $628,360 $628,360 $628,360
Subtotal Spent on Operations $628,360 $628,360 $628,360 $628,360 $628,360
Investor Repayment $0 $0 $0 $0 $0
Start-up Costs $173,500 $173,500 $173,500 $173,500 $173,500
Principal Loan Repayment $173,500 $173,500 $173,500 $173,500 $173,500
Purchase Inventory $173,500 $173,500 $173,500 $173,500 $173,500
Purchase Long-term Assets $173,500 $173,500 $173,500 $173,500 $173,500
Dividends Paid $173,500 $173,500 $173,500 $173,500 $173,500
Subtotal Cash Spent $173,500 $173,500 $173,500 $173,500 $173,500
Net Cash Flow $173,500 $173,500 $173,500 $173,500 $173,500
Cash Balance $173,500 $173,500 $173,500 $173,500 $173,500

Company Name
Current Assets
Cash $1,423,459 $1,423,459 $1,423,459 $1,423,459 $1,423,459
Inventory $1,423,459 $1,423,459 $1,423,459 $1,423,459 $1,423,459
Other Current Assets $0 $0 $0 $0 $0
Total Current Assets $1,445,059 $1,445,059 $1,445,059 $1,445,059 $1,445,059
Long-term Assets $1,153,500 $1,153,500 $1,153,500 $1,153,500 $1,153,500
Accumulated Depreciation $1,153,500 $1,153,500 $1,153,500 $1,153,500 $1,153,500
Total Long-term Assets $1,153,500 $1,153,500 $1,153,500 $1,153,500 $1,153,500
Liquor License $0 $0 $0 $0 $0
Total Assets $2,483,209 $3,703,977 $4,464,972 $5,383,968 $6,585,099
Current Liabilities
Accounts Payable $119,780 $119,780 $119,780 $119,780 $119,780
Current Borrowing $119,780 $119,780 $119,780 $119,780 $119,780
Other Current Liabilities $119,780 $119,780 $119,780 $119,780 $119,780
Subtotal Current Liabilities $119,780 $119,780 $119,780 $119,780 $119,780
Long-term Liabilities $119,780 $119,780 $119,780 $119,780 $119,780
Total Liabilities $119,780 $119,780 $119,780 $119,780 $119,780
Owner's Equity $119,780 $119,780 $119,780 $119,780 $119,780
Retained Earnings $119,780 $119,780 $119,780 $119,780 $119,780
Earnings $119,780 $119,780 $119,780 $119,780 $119,780
Total Capital $119,780 $119,780 $119,780 $119,780 $119,780
Total Liabilities and Capital $119,780 $119,780 $119,780 $119,780 $119,780

Company Name
Legal Fees $6,000
Grand Opening Advertising $6,000
Management of Development $6,000
Initial Office Supplies (Pre-Opening) $6,000
Franchise Fee $6,000
Total Start-Up Expenses $6,000
Furniture & Equipments $6,000
Computer & Accessories $6,000
Total Long-Term Assets $6,000
Working Capital $6,000
Inventory $6,000
Total Short-Term Assets $6,000
Total Expenses & Assets
Total Start-Up Expenses $6,000
Total Start-Up Assets $6,000
Total Funding Requirements $6,000

Company Name
Gross Margin 66.62% 67.34% 68.04% 68.72% 69.38%
Net Profit Margin -1.15% -4.10% 11.12% 12.97% 15.60%
EBITDA to Revenue 2.51% -1.02% 15.34% 18.34% 21.47%
Return on Assets -0.98% -5.60% 17.57% 18.29% 19.36%
Return on Equity -2.33% -27.51% 50.97% 39.01% 33.56%
Accounts Payable Turnover $6 $6 $7 $7 $6
Asset Turnover $1 $1 $2 $1 $1
Debt to Equity $1 $4 $2 $1 $1
Debt to Assets Ratio 57.99% 79.63% 65.53% 53.13% 42.33%
Interest Coverage Ratio $1 $0 $7 $10 $12
Current Ratio $12 $5 $7 $10 $13
Current Debt to Total Assets
Ratio
4.82% 7.63% 7.67% 6.79% 5.85%
REVENUE TO EQUITY RATIO $2 $7 $5 $3 $2

Restaurant Business Plan Sample 2023

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