Kế hoạch kinh doanh một nhà phân phối độc quyền quốc gia

Kế hoạch kinh doanh Một nhà phân phối độc quyền quốc gia Kế hoạch kinh doanh nên minh họa chính xác những gì nó có nghĩa là phải có hợp đồng phân phối độc quyền này. Lãnh thổ hoặc khu vực, bạn sẽ có thể truy cập? Điều gì sẽ là trách nhiệm của bạn theo thỏa thuận các? Tùy thuộc vào tình trạng của thỏa thuận này và khán giả cho kế hoạch của bạn, bạn có thể muốn xem xét đưa ra một cái nhìn tổng quan rất cơ bản của bộ sản phẩm và dịch vụ. Ngoài ra, các kế hoạch kinh doanh chi tiết các điều kiện thị trường để người đọc biết những gì các cơ hội thị trường có thể là: • Các khách hàng mục tiêu là ai? • Thị trường có ổn định ? • Những xu hướng này có thể ảnh hưởng đến doanh số bán hàng trong ngắn hạn? • Làm thế nào doanh nghiệp của bạn sẽ làm tốt hơn các nhà phân phối cạnh tranh? • Các đối thủ cạnh tranh chính trong vùng lãnh thổ này là ai? Các kế hoạch kinh doanh cho một mối quan hệ nhà phân phối cũng nên nói về tiếp thị và thực hiện chiến lược và lợi thế cạnh tranh của bạn. Đội ngũ quản lý phải được lưu hồ sơ đầy đủ cùng với một nhân viên dự báo cho thấy những người cần được thuê, khi nào, và những gì tỷ lệ. Đây là một phần của một mô hình lớn hơn bao gồm cả doanh thu, dòng chảy tiền mặt, và dự báo bảng cân đối kế toán, bao gồm ít nhất ba năm dự. Ngoài ra các mô hình sẽ hiển thị các thỏa thuận công bằng giữa các công ty, nếu thích hợp. Coffee Distribution Business Plan Plan Outline • 1.0 Executive Summary o Objectives o Mission o Keys to Success • 2.0 Company Summary • 3.0 Products • 4.0 Market Analysis Summary • 5.0 Sales and Marketing • 6.0 Management Summary • 7.0 Financial Plan • Appendix Executive Summary The Coffee Warehouse is a new business providing high-quality, full service distribution of coffee, specialty beverages and beverage-related supplies to coffee houses and espresso stands throughout the Spokane and Northern Idaho market. The principal owners are Steve and Jennifer Smith, whose combined experience brings office management, high levels of customer service, and over 20 years in distribution and sales management. At this time we are seeking additional equity capital to compliment our own investment and are seeking to arrange a bank line for inventory and receivables financing. We have firm commitments to distribute several high-quality new age beverage products, and have verbal commitments from independent retailers throughout the Spokane and Northern Idaho market to carry our product. We plan to distribute our first products within 30-60 days of finalizing financial arrangements. Sales projections for The Coffee Warehouse are estimated to begin at approximately $2,229,000 the first year, increasing to approximately $2,558,000 in Year 2 and approximately $2,936,000 in Year 3. Our net profit is projected at approximately $283,000 the first year, increasing to $406,000 by the end of the third year of operation. Distinguishing characteristics of our business will be the combination of management experience, sales and distribution experience, high-quality, innovative products and exceptional customer service. In particular, what really sets up apart is that we are the ONLY full service distribution company servicing the coffee and specialty beverage industry in the Spokane/Northern Idaho market. In addition, The Coffee Warehouse has an exclusive contract to distribute a new, groundbreaking product that would enable us to gain immediate access to a majority of the potential customer base. 1.1 Objectives • To open and operate a successful coffee and new age beverage distributorship in the Spokane/Northern Idaho market, employing three to five employees the first year. • To obtain a minimum of 100 regular customers in the Spokane/North Idaho market the first year of operation. • Achieve first year sales of $2,000,000. • Maintain an average gross margin of 25 percent. • To produce a net profit of at least $400,000 by the end of the third year of operation. 1.2 Mission The Coffee Warehouse intends to become a recognized distributor of specialty beverages and beverage-related supplies and services to coffee houses and espresso stands throughout Spokane and Northern Idaho. The Coffee Warehouse plans to develop strong relationships with key customers so we will be viewed as indispensable partners, rather than just another supplier. We will work closely with each customer to recommend product assortment unique for their retail base, appropriate stocking levels, pricing and display assortments, as well as promotional ideas and material to increase sales. The Coffee Warehouse will seek out and work with the manufacturers we represent to deliver the most innovative and exciting products possible to the customers we serve. We are not only selling product, we are selling service. 1.3 Keys to Success • Innovative quality products. • Individualized customer service - providing our customers with what they want, when and how they want it. • Only full service distribution company in the Spokane/Northern Idaho market. • Fully integrated programs to help customers increase sales through menu development, creative promotions, advertising, and custom marketing material. • Exclusive distribution rights to ground-breaking products not currently available in our market. • The combined experience of the principal owners bring upper office management skills, high levels of customer service, and over 20 years in distribution and sales management. Company Summary The Coffee Warehouse, Inc. is a new S-corporation business located in Spokane, Washington, and will be established based on the details of the following plan. 2.1 Company Location & Facilities The Coffee Warehouse will be located in the Spokane Valley within the Spokane Industrial Business Park. This is a prime location to service both the Spokane and Northern Idaho market. The facilities will include approximately 5,000 square feet of warehouse space, with an additional 1,400 square feet built out for office/retail space. We are currently negotiating lease terms on the several available properties, and plan to have a lease signed by July 31. 2.2 Company Ownership The Coffee Warehouse is a privately held S-Corporation owned in total by its co-founders, Steve and Jennifer Smith. UBI Number: XXX-XXX-XXX (removed to protect confidentiality) 2.3 Start-up Summary Start-up expenses for the Coffee Warehouse total $16,450, and include expenses such as legal, marketing, lease deposit, computer systems, etc. Start-up assets include $9,800 in initial cash requirements, $18,750 in short term assets (office furniture, refrigeration equipment), and $75,000 in starting inventory. These start-up costs will be financed through investments and small-business loans. The details of the start-up summary are included in the following table. Start-up Requirements Start-up Expenses Legal Business Formation $220 Business Plan $90 Warehouse Lease Deposit $2,800 Insurance (first month) $500 Utilities (first month) $350 Research & Development $1,200 Marketing $1,200 Advertising $250 Personnel $2,060 Business/Office Supplies $1,550 Computer Systems $3,080 Phone System $650 Communication Lines $300 Trade Show/Grand Opening $2,200 Total Start-up Expenses $16,450 Start-up Assets Cash Required $9,800 Start-up Inventory $75,000 Other Current Assets $18,750 Long-term Assets $0 Total Assets $103,550 Total Requirements $120,000 Need real financials? We recommend using LivePlan as the easiest way to create automatic financials for your own business plan. Create your own business plan » Start-up Funding Start-up Expenses to Fund $16,450 Start-up Assets to Fund $103,550 Total Funding Required $120,000 Assets Non-cash Assets from Start-up $93,750 Cash Requirements from Start-up $9,800 Additional Cash Raised $0 Cash Balance on Starting Date $9,800 Total Assets $103,550 Liabilities and Capital Liabilities Current Borrowing $95,000 Long-term Liabilities $0 Accounts Payable (Outstanding Bills) $0 Other Current Liabilities (interest-free) $0 Total Liabilities $95,000 Capital Planned Investment Investor 1 $25,000 Other $0 Additional Investment Requirement $0 Total Planned Investment $25,000 Loss at Start-up (Start-up Expenses) ($16,450) Total Capital $8,550 Total Capital and Liabilities $103,550 Total Funding $120,000 Products The Coffee Warehouse will provide a first-class delivery service of quality hot and cold beverage related supplies, including whole bean or ground coffee, flavor syrups, jet teas, fruit smoothies, bubble teas, concentrated milk, fresh baked goods and assorted paper supplies. Our services will include invaluable trade resources, effective promotional programs, custom-designed marketing material, informative monthly newsletters, training and product demonstrations, as well as information on the latest market trends in the coffee/specialty beverage industry. 3.1 Product & Service Description PRODUCT DESCRIPTION The Coffee Warehouse will carry a variety of quality products that will enable us to provide full service delivery to espresso stands and coffee houses. Our underlying philosophy in selecting products is to choose lines that will bring consistent quality, competitive prices, and product satisfaction to our customers. We have personally researched and sampled each of the following products that we offer to ensure the quality we guarantee. • Lowery's Gourmet Whole Bean and Wired Willey's White Coffee • Assorted Gourmet Syrups & Coffee Toppings • Chocolate, White Chocolate and Caramel Syrups/Sauces • Oregon Chai Concentrate • Jet Cafe and Jet Tea Fruit n' Tea Freeze • Cappuccina line of product • Big Train line of product • Red Bull Energy Drinks • Good Cow Concentrated Milk with Custom Dispensing Equipment • Fresh Baked Goods • Assortment of White, Pre-printed Paper, and Clear Beverage Cups Systems - as well as an assortment of other paper supplies At this time, the majority of these products are only available to customers through wholesale vendors such as Cash and Carry retail outlets - therefore it is the customer's responsibility to acquire these products by their own means. The Coffee Warehouse will make these same products available through our high quality, full service delivery - bringing these products directly to their doorstep at a competitive price. SERVICE DESCRIPTION An important component of our business is not just our products, but our service. In addition to our full service delivery, the following are other important service elements that we will offer to our customers: • Ideas to help our customers increase sales through menu development, creative promotions, co-op advertising, and much more. • Custom designed marketing material such as printed banners, promotional posters, punch cards, pre-purchased beverage cards, reader boards, etc. • Distribute a monthly newsletter featuring the latest coffee trends, new industry equipment, breaking trade news, promotional ideas, new creative recipes, and upcoming events. • Samples of the latest product releases - with eye-catching point-of- sale to advertise new items to the end consumer. • Routine equipment maintenance and training. 3.2 Competitive Edge KEY COMPETITIVE STRENGTHS No other wholesaler in the market offers full service delivery with the variety of product we feature. We are better positioned than our main competitors to take advantage of the increasing demands of coffee and specialty beverage supplies because we focus exclusively on high-quality distribution and customer service. In addition to the variety of products we feature, The Coffee Warehouse has exclusive distribution rights to Good Cow's concentrated milk/dispensing system. This product is not currently available in our market by any other suppliers. KEY COMPETITIVE WEAKNESSES Our primary weakness is that we are a new business competing largely against established suppliers. To significantly build sales, we must not just find new customers - we must take customers away from existing suppliers. However by offering a superior selection of supplies, new groundbreaking products to the market, and focusing on high-quality service and full service delivery, we feel will can quickly establish accounts and build strong relationships. Co-founder Jennifer Smith has had many discussions with owners of coffee and espresso businesses that confirm this opinion. 3.3 Sales Literature Sales literature to be distributed to both current and potential customers will include brochures, fliers, newsletters, as well as other print media such as print advertisements. Jennifer Smith is highly skilled in graphic design and desktop publishing, and has quality design and printing equipment to publish professional pieces at a low cost. 3.4 Sourcing The Coffee Warehouse will purchase product directly from manufacturers, as well as master distributors. Because this eliminates the broker or "middle man," this allows us to operate on a 25-30% profit margin, while providing our customers with competitive prices. To further reduce costs, The Coffee Warehouse plans to share product shipments out of California with distributors operating in Portland, Oregon and Tri-Cities, Washington. Other product not being shipped directly to Spokane will be purchased and picked up in Seattle, Washington. The Coffee Warehouse plans to send a truck to Seattle on a bi-weekly basis to pick up product, thus cutting costs by an average of 5%. 3.5 Technology To streamline the efficiency of our distribution methods, The Coffee Warehouse plans to use the latest in cutting edge technology - not only in the warehouse - but also in the trade. All of our drivers/sales representatives will be equiped with Thinque MSP handhelds and software. Thinque MSP applications will reduce field expenses, decrease day's sales outstanding, and increase worker efficiency. Features can be used in or out of the warehouse and include managing returns and collections; adjusting item price, profit or margin; applying promotional items to an account; streamlining orders; tracking inventory; reducing out-of-stocks; and providing sales history reports. All information recorded in the handheld is available in real time to be viewed by management in the office. 3.6 Future Products and Services Within the first year of business, The Coffee Warehouse intends to open a retail/wholesale store and high-quality showroom. Products will be available for purchase by both our wholesale customers who may need product between delivery days, as well as retail consumers interested in purchasing product for their home use. We will also offer a showroom that will feature equipment, supplies, trade resources, and information on marketing services with examples of marketing and promotional material available to customers. With the addition of the product showroom, The Coffee Warehouse will offer customers quarterly product and training demonstrations that will be presented by trained beverage experts from the industry. The Coffee Warehouse also plans to hold semi-annual trade shows for current or potential customers. These trade shows will allow customers the opportunity to sample products, talk to manufacturers, learn about new industry trends, review marketing material, and network with other business owners in their market. Market Analysis Summary Coffee is the second largest commodity market next to oil, and growth is expected to continue at a strong pace for the foreseeable future. The specialty beverage industry is growing at an equally strong pace, with sales growth in some categories projected to grow at rates of 40% per year. This growth offers excellent opportunities for new companies to enter this market, and we are excited about the possibilities of what The Coffee Warehouse can accomplish in the Spokane and Northern Idaho market. 4.1 Market Segmentation The gourmet coffee and specialty beverage industry is divided into several segments. Consumers who enjoy these products purchase drinks at restaurants, coffee houses, sports venues, drive-thru espresso stands, and even inside other retail establishments that might feature an independent beverage stand. As illustrated in the chart below, within the market surrounding Spokane, Rathdrum, Post Falls and Coeur d'Alene, there are currently 250 drive-thru espresso stands, 18 coffee/tea houses, 52 independent inner-retail espresso stands, and approximately 10 stands in locations such as sports . Kế hoạch kinh doanh Một nhà phân phối độc quyền quốc gia Kế hoạch kinh doanh nên minh họa chính xác những gì nó có nghĩa là phải có hợp đồng phân phối độc quyền này. Lãnh thổ. thuận này và khán giả cho kế hoạch của bạn, bạn có thể muốn xem xét đưa ra một cái nhìn tổng quan rất cơ bản của bộ sản phẩm và dịch vụ. Ngoài ra, các kế hoạch kinh doanh chi tiết các điều kiện. đến doanh số bán hàng trong ngắn hạn? • Làm thế nào doanh nghiệp của bạn sẽ làm tốt hơn các nhà phân phối cạnh tranh? • Các đối thủ cạnh tranh chính trong vùng lãnh thổ này là ai? Các kế hoạch