Multi-Unit Coffee Shop Financial Business Plan Template

Download our multi-unit coffee shop template online. This multi-unit coffee shop template will enable you to have the accurate financial projections necessary to plan and fundraise your new startup. Purchase your mutli-unit coffee shop from ProjectionHub today!

How it works?

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.

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 multi-unit coffee shopspecifically  — our ProjectionHub software has been used by over 2,500 coffee shops to develop financial projections. Based on this experience we decided to create a customized Excel template that makes creating SBA and investor-ready financial projections for coffee shops incredibly simple.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get a multi-unit coffee shop template now for $99

BUY

The template price: $

99

USD

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

The Revenue Model

  • The revenue model will help you predict your revenue and cost of goods sold for five years by helping you determine expected customer visits and expected spend per customer for coffee, food, and merchandise.
  • When you input your food and merchandise costs, your cost of goods sold will be calculated and updated on the financial statements.

The Operating Expense Model

  • You will be guided to enter your other expenses in the operating expense model, which includes some suggested line items and amounts to help you get started.
  • ​This model will populate the expenses and cash flows on the financial statements for you. 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.
  • ​The first three months of the model are broken out separately so that you can enter start-up expenses.

The General Assumptions Model

  • The general assumptions model will guide you to enter balance sheet items such as fixed assets, loans, investments, inventory assumptions, and accounts receivable assumptions.
  • The model will have you input some basic data and then it will calculate the difficult things for you: loan amortization, interest expense, depreciation expense, inventory purchases, etc.

The Salaries And Distributions Model

  • The salaries and distributions model helps calculate monthly expenses for salaried employees, including items like employer taxes and benefits.
  • This model also helps you plan for distributions (dividends, owner draws) made to owners.

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

At-A-Glance Tab

The At-A-Glace tab shows you a financial snapshot in the form of graphs, charts, ratios, and financial summaries, all ready to be copied into a pitch deck.


Financial Statement Tabs

There are six Financial Statement tabs: the annual formats of the income statement, cash flow statement, and balance sheet, and the month-by-month breakdowns of the same financial statements. Our balance sheets always balance, automatically.


Investor Friendly

Our template packages all of the models into easily digestible formats for potential investors or lenders to review. Stakeholders can even stress test the models themselves if provided a copy of the template where they can edit any of the variables or assumptions.


Tables, charts, graphs and dashboards include:

Tables, charts, graphs and dashboards include:

  • Profit and loss at a glance table
  • Use of start-up funds graph
  • Key ratios table
  • ​​Cash generated from operating activities graph
  • ​5 years of monthly and annual income statement, cash flow and balance sheet reports
  • 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.

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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

Troubleshoot

We'll answer your questions about how the template works

Customize

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

Frequently Asked Questions

How profitable is a coffee shop?

Many reports indicate that the average coffee shop has a net operating income of 2 to 3% after paying the owner.  By comparison, an average Starbucks location may expect a profit margin of 15%, so as your coffee shop grows sales and improves efficiency it is possible to increase your profit margin over the industry average of 2 to 3%. 

How long does it take for a coffee shop to be profitable?

The breakeven for a coffee shop is a function of your fixed monthly expenses, your sales, and your cost of goods sold.  In order to calculate when your coffee shop will breakeven you can take your fixed monthly expenses and divide by your gross profit margin to determine what dollar amount of sales you will need to reach in order to breakeven.  Our coffee shop financial projection template will help you visualize exactly which month you are expected to reach profitability.   

Why do coffee shops fail?

There can be a number of reasons why a coffee shop fails, but typically we see coffee shops fail when they overestimate their sales projections.  For example, a coffee shop owner might think they can sell $20,000 per month, so they take on debt and other fixed expenses that might be sustainable if their sales were $20,000 per month, but can become unsustainable if sales only reach $15,000 per month.  In order to avoid this pitfall you should carefully build out your sales projection assumptions based on industry standards, your location and your potential market. 

Is a coffee shop a good investment?

With an average net operating income of just 2.5%, a coffee shop might not be the best investment from an ROI perspective; however, you can make a good living and enjoy your work if you own a successful coffee shop. 

What are the risks of opening a coffee shop?

There are a number of risks associated with opening a coffee shop, but the primary risk is establishing a fixed cost and debt repayment structure that is too large for your customer base to support.  I have seen coffee shops start for as little as $50,000 in startup costs to as high as $500,000 in startup costs.  If you spend too much on startup costs and establish a fixed cost structure that requires you to sell more coffee than you are able to secure, your coffee shop will become financially unsustainable. 

How many coffees per day does a coffee shop sell?

According to the National Coffee Association a large corporate coffee shop like Starbucks could sell up to 700 cups of coffee per day, while the average independent coffee shop will sell between 200 and 300 cups per day.  

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 multi-unit coffee shop template now for $99

BUY

The template price: $

99

USD

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

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