Brewery Financial Projection Template in Excel

Buy a CPA prepared, brewery financial projection template. Designed to help you raise investments or secure a loan, our ready-to-use Excel brewery sales projections and financial plan templates are easy to fill out and tailored to your specific business. Download brewery cost spreadsheets and financial projection templates online today at ProjectionHub.

How it works?

Our spreadsheet was CPA-built and allows you to create industry standard financial forecasts based on your specific business plan.

Raise the capital you need to start or grow

Our CPA developed template enables you to create professional projections based on your unique assumptions.

Create investor- and lender-ready projections in hours, not days.

Built for breweries specifically  — our brewery financial model has been used by hundreds of new and existing breweries. The customized Excel template makes creating SBA and investor-ready financial projections for breweries fast and easy.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get a Brewery template now for $99


The template price: $



100% money-back guarantee if you are not satisfied.

Step 1: Purchase and download the template

After purchase, you will download an unlocked Excel file with a ready-to-usefinancial projection template for your business model

Get the template

Step 2: Enter your assumptions on the input tabs

Brewery Sales Forecast Sheet

  • The sales model will help you predict three types of revenue: taproom beer sales, wholesale beer sales, and food and other beverages sales in the taproom. ​The model covers five years and incorporates growth rates for many variables including capacity of taproom filled per month and expected spend per customer in the taproom, and number of wholesale customers and their expected purchase quantities. ​The revenue model also helps you calculate direct labor expense. 

Brewery Operating Expenses Sheet

  • You will enter your other expenses for the brewery in the operating expense section, which includes some suggested line items and amounts based on industry standards. You can enter your monthly expenses as either fixed amounts or you can set them as a percentage of revenue for variable items like payment processing fees. ​

General Brewery Assumptions

  • The general assumptions tab will ask you to enter balance sheet items such as brewing equipment, bottling lines, storage tanks, as well as, loans, investments, inventory assumptions, and accounts receivable assumptions. 

Brewery Salaries Sheet

  • The salaries and owner’s draw section calculates monthly expenses for salaried positions. This section also helps you forecast owner distributions and dividends.

Step 3: The model is automatically updated based on your assumptions

Brewery Snapshot Tab

  • The At-A-Glace section shows you a snapshot in the form of tables, graphs, standard financial ratios, and various summaries. 

Brewery Financial Statement Spreadsheets

  • There are six Financial Statement tabs: the annual and monthly formats of the income statement, cash flow statement, and balance sheet. 

Investor Friendly Report

  • Any investor or lender will love this template as it presents all the crucial information they need to know in plain terms. They can also be given the template or a copy of your template in order to play with the inputs by editing any of the marked fields, giving maximum engagement for funders.

Tables, charts, graphs and dashboards include:

Tables, charts, graphs and dashboards include:

  • Brewery profit and loss at a glance table
  • Brewery start-up costs graph
  • Key ratios ​​Cash generated from operations ​
  • 5 years of monthly and annual pro forma financial statements
  • Profit and loss at a glance table

  • Use of start-up funds graph

  • Key ratios table

  • ​Cash generated from operating activities graph

  • Investor dashboard

  • 5 years of monthly and annual income statement, cash flow and balance sheet reports

Step 4: If you need help, we're here

We can fill out or modify any of the templates we sell, and we’re always happy to answer questions.

When you call us, you can speak directly to the developers of the model, not a call center or customer service representative.

Contact us in the most convenient way for you. We're here to help you

If the model doesn’t work for you, we’re happy to provide a refund.

You may also like these templates

The ProjectionHub Team

Grace Cisna, CPA

Before joining ProjectionHub, Grace served as an auditor for a public accounting firm in Indianapolis. There, she audited start-up tech companies, major regional hospitals, public manufacturers and everything in between.

As an auditor, she gained insinullght to the inner workings of all kinds of business models. Grace is a CPA, has a bachelor’s degrees in Accounting and French and a Master’s of Accountancy all from the University of Iowa, where she also taught introductory accounting classes to undergraduates.

Grace loves to use her accounting expertise to serve as an advisor to her clients, helping them understand what it takes to make a business succeed.

Adam Hoeksema — Co-founder ProjectionHub

Adam is the co-founder of ProjectionHub which is a SaaS web application that helps entrepreneurs create financial projections for their business.

Since 2012, over 40,000 entrepreneurs from around the world have used ProjectionHub to help create financial projections.

Adam also serves as the Executive Director of Bankable. Bankable is a Small Business Administration (SBA) lender that makes loans from $500 to $250,000 to Indiana small businesses that are unable to secure financing from a traditional bank.

Adam has managed the loan program since loan #1 in 2010. Since 2010, Bankable has closed over 1,200 loans totaling over $38,000,000. Adam is an entrepreneur at heart and loves working with entrepreneurs to launch and grow their business.

What others have to say about our templates

We are available to help you complete your projections


We'll answer your questions about how the template works


We'll help you customize your template, add a cafe, bookstore, or brewery to your coffee shop

Frequently Asked Questions

Is a microbrewery business profitable?

Yes. The brewery industry has increased in size tremendously in the past decade. Research shows average craft beverage shops can expect 14.7% profit margin. Your specific operating income depends on many factors that our brewery financial projection template can help you organize and visualize your projected profitability. 

How much money does it take to start a brewery?

According to 2ndkitchen research, significant capital is required to start a brewery business. Typically the initial investment can range from $500,000 to $1,000,000. However this can vary greatly depending on your business plan, your production facility size and your choice of location. Our projection template can give your investors more confidence as you start this process.

Are Taprooms profitable?

Yes, typically a taproom is the most profitable sales channel for a brewery because you are cutting out the various middlemen involved in distribution. Taprooms are unique in the brewery industry in that they directly serve the consumers instead of going through retailers or distributors. Our projection template can give you a better understanding and estimate of your specific brewery model.

How much does a brewery owner make?

According to justbeerapp, the average owners make around $51,000 a year. However, as your business becomes larger in scale, your yearly income can increase.  To get an understanding of your upside and potential downside, we recommend going through a financial modeling exercise in order to understand how the finances of a brewery business work. 

How hard is it to start a brewery?

Some of the challenges that breweries face, in addition to finding investors and fighting competitors, include the complex navigation of different state and federal laws regarding alcohol. As with any business, starting a brewery would entail long hours and hard work for the owner, especially in the beginning. Our projection template can help you get started with this process and save you some money by providing a reliable projection tool to help you decide the direction of your business model. 

The cost of the template is estimated at $ 2000

If you hired a CPA to build this template from scratch it would take at least 20 hours of billable time to build a similar template. At an average hourly rate of $100 per hour it would cost you $2,000.

20 hours X $100 = $2,000 value

But we've already done all the work and you don't need to hire a CPA

Save time & money - get organized with our template!

Get a Brewery template now for $99


The template price: $



100% money-back guarantee if you are not satisfied.