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Restaurant business plan template


Download this restaurant business plan template in PDF or Word format, or tailor it to your project directly in our business plan software.

Discover our restaurant business plan template


Our restaurant business plan template gives you the structure to write a professional plan

Not accustomed to writing business plans? Our restaurant business template will turn a typically challenging process into a total breeze.

Modelled on a complete business plan of a restaurant in London, our template features both the financial forecast and the written part that presents the project, its team, the local market and the business strategy implemented by the management.

Cast your eyes on this template to achieve a better understanding of what your bank and investors would like to see, so that you can create a business plan that meets their expectations.

restaurant businesss plan template
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7 day free trial. No credit card required. Restaurant business plan template available with paid plans only.

How to use this restaurant business plan template


Edit the restaurant business plan template online, or download it

There are 3 ways to use this template:

  • Edit it online: you can adapt this template to your business idea by changing the text or the financial forecast directly in our business planning software
  • Download in PDF: if you're just after a little inspiration, you can download the restaurant business plan template in PDF to read over it
  • Download in Word format: want to edit your plan on Word? Simply export the restaurant business plan template to Ms Word (.docx) format
online editor for restaurant business plan template

Restaurant business plan template content


This template includes a complete restaurant business plan example, with a financial forecast and the following sections:

  1. Executive summary: the executive summary gives the reader a clear and concise overview of your business idea
  2. Company: this section lays out the structure of your business, including its location, management team and legal form
  3. Products and services: here, you'll give an overview of the main dishes, sides, starters and dessert menus offered by your French restaurant
  4. Market analysis: the market analysis is where you’ll demonstrate that there is a strong demand for your products and services through a thorough assessment of the industry (customer profile, trends, regulation, competition, etc.)
  5. Strategy: this section highlights the company's game plan when it comes to pricing, marketing and mitigating risks along the way
  6. Operations: this step lays out the company's operational organisation, including the recruitment plan
  7. Financial plan: the financial plan includes a table of sources & uses (initial funding plan), and complete financial statements (P&L, balance sheet and cash flow statement).
  8. Appendices: this part provides the opportunity to include multiple financial appendices generated by our software (debt maturity profile, monthly financial statements, financial analysis, etc.).
cover page and table of contents for the restaurant business plan template by The Business Plan Shop
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7 day free trial. No credit card required. Restaurant business plan template available with paid plans only.

Executive summary of the restaurant's business plan


The executive summary gives the reader a clear and concise overview of your business idea.

Our restaurant business plan example's executive summary is formed of the following subsections:

  1. Business overview: in this subsection, we outline who the restaurant founders are, what legal form they've chosen for the business, and the rationale behind the choice of their location
  2. Market overview: in this subsection, we summarize the conclusions of the market analysis performed by the restaurant's owners and explain who they might target (our restaurant business plan template targets business executives at lunchtime, and families and individual households in the evening)
  3. Financial highlights: in this subsection, we give an overview of the forecasted financial performance of the restaurant over the first 3 years of operation
  4. Our ask: in this subsection, we outline the amount of financing required to start the restaurant and how it's going to be funded (the founders are seeking a bank loan to start their restaurant)
executive summary for restaurant business plan sample

Company overview included in our restaurant business plan sample


This section lays out the structure of your business, including its location, management team and legal form.

Our restaurant business plan template's company section is formed of the following subsections:

  1. Structure & Ownership: in this subsection, we outline who the restaurant shareholders are, what legal form they've chosen for the business
  2. Location: in this subsection, we present the area surrounding the location chosen for the business and the layout and main features of the premises
  3. Management Team: in this subsection, we give an overview of the background of each of the restaurant's founders and explain how they met and why they decided to start a company together
company overview included in restaurant business plan template
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7 day free trial. No credit card required. Restaurant business plan template available with paid plans only.

Products and services offered by the restaurant


The products and services section is where you will present the main dishes, sides, starters and desserts menus sold by your restaurant.

In our restaurant business plan template products and services section, we cover:

  • Main dishes: a selection of mains including entrecôte, croque monsieur, veal blanquette, caesar salad and tuna salad
  • Sides: a choice between chips or salad
  • Starters: a choice between eggs and mayonnaise, pork pate, plate of vegetables
  • Desserts: a selection of baked goods including carrot cake, creme brulee, apple pie
  • Lunch offer: comprising a starter and a dish of the day which will be different from the regular menu offering
product and services description of the restaurant business plan example

Market analysis for the opening of the restaurant


The market analysis is where you’ll demonstrate that there is a strong demand for your products and services through a thorough assessment of the industry (customer profile, hot trends, regulation, competition, etc.)

Our restaurant business plan example's market analysis section is formed of the following subsections:

  1. Demographics and Segmentation: in this subsection, we explore the market in depth. We look at the supply and demand sides both at the national and local level, analyse the hot trends perceived by the founders, and the key statistics that will help the founders build their positioning
  2. Target market: in this subsection, our founders explain who they view as their ideal customers (our restaurant business plan template targets business clientèle, families and individual households) and why they chose to target them
  3. Competition: in this subsection, we take a look at the direct (independent or franchised restaurants targeting the same customer base) and indirect (takeaway food places which act as a substitute for dining out) local competition to ensure we have a differentiated positioning and that the market is large enough to accommodate the arrival of new restaurant
  4. Regulation: in this subsection, we give an overview of the main regulation applicable to our restaurant
market analysis section of the restaurant business plan template
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7 day free trial. No credit card required. Restaurant business plan template available with paid plans only.

Setting the strategy for our restaurant


This section highlights the company's game plan when it comes to pricing, marketing and mitigating risks along the way.

Our restaurant business plan template strategy section is formed of the following subsections:

  1. Pricing: in this subsection, we explain how we set the prices of our main categories of (main dishes, sides, starters and desserts as well as special lunch and dinner menus) and the rationale behind our choice
  2. Marketing plan: in this subsection, we explain what action we'll put in place to build awareness and loyalty among our restaurant customers
  3. Milestones: in this subsection, we give an overview of the main goals we set for ourselves for the next 3 years
  4. Risks and Mittigants: in this subsection, we perform an assessment of the medium and long-term risks that could jeopardize the financial viability of our restaurant and outline how we intend to mitigate them
restaurant business plan example: strategy section

Operations section of the restaurant business plan template


This part lays out the company's operational organisation, including the recruitment plan.

Our restaurant business plan example's operations section is formed of the following subsections:

  1. Personnel plan: in this subsection, we explain what our opening hours will be and explain the responsabilities of each of our restaurant staff member
  2. Key assets and IP: in this subsection, we list the assets and intellectual property rights which are critical to our business operations and explain how we will secure and protect each of these
  3. Suppliers: in this subsection, we give an overview of the main suppliers we will use our what commercial terms have been negotiated with them
restaurant business plan sample: operations section
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7 day free trial. No credit card required. Restaurant business plan template available with paid plans only.

Financial plan included in our restaurant business plan template


This section presents the expected financial performance of the restaurant over the next 3 years.

Our restaurant business plan example's financial plan is formed of the following subsections:

  1. Start-up funding: in this subsection, we list the cost of each item required to launch the restaurant
  2. Important assumptions: in this subsection, we explain the methodology and the main assumptions used to build the restaurant's financial forecast
  3. Sales forecast: in this subsection, we detail the expected revenues and growth rate for our restaurant in the coming years
  4. Cost structure: in this subsection, we list all the expenses required for our restaurant to operate smoothly
  5. Projected Profit & Loss statement: in this subsection, we analyse our forecasted P&L and comment on the expected profitability of our restaurant over the next 3 years
  6. Projected cash flow statement: in this subsection, we analyse the expected cash generation of the restaurant
  7. Projected balance sheet: in this section we give an analysis of the liquidity and solvability implied from our balance sheet
restaurant business plan forecasted P&L

Appendices of the restaurant business plan template


This part provides the opportunity to include multiple financial appendices generated by our software (debt maturity profile, monthly financial statements, financial analysis, etc.).

Our restaurant business plan template's appendices include:

  1. A Maturity profile chart showing the principal repayments of their loans over the next 3 years
  2. A monthly cash flow forecast: showing how much cash is being generated or consumed each month over the first 3 years of operations
restaurant business plan template: monthly cash flow forecast

Restaurant business plan template sample


Executive Summary

Business Overview

Chez Paul Ltd. will be a new French restaurant located on the busy Restaurant Road in North London.

The restaurant will be managed by Mr Paul Cunningham and Mr David Jones. Paul and David share a passion for French food and tremendous experience in the restaurant industry having both worked many years in similar businesses. They have worked together for the last 3 years at the gastro-pub The Old Tree and have a complimentary skill-set.

Paul's past experiences include sales and marketing as well as acting as manager of The Old Tree while David has spent most of his career in the kitchen.

Ms Sarah James, a friend of David and Paul, will be investing in the venture alongside Paul.

Market Overview

Local Market

The local market, defined as the square mile around the restaurant has been estimated at £7.4m. Traffic count surveys carried out by an independent consultant in Restaurant Road estimate the daily footfall at around 6,550 people per day.

There are 2 other restaurants located in the street, they offer Italian and Asian cuisine and experience a healthy occupancy rate. Their main clients are business employees during the week at lunch time and local families and shoppers during the evening and the weekend.

Financial Highlights

The projected sales for FY13 are expected to be £509,700 and we anticipate them to grow to £581,400 in FY15.

Based on the current plan the EBITDA should grow fro £16,041in FY13 (with a 3.15% margin) to £51,811 (with a 8.91% margin). The improvement in EBITDA over the plan is mainly related to the sales ramp-up in the course of year 1 resulting in better fixed cost absorption in FY14 and FY15. Due to a high level of D&A a loss is forecasted for FY13.

The net operating cash flow is expected to remain positive throughout the plan reaching £47,405 in FY15

Our Ask

The total funding requirements for the business have been estimated at £278,000 out of which £115,000 (41%) will come from the two shareholders.

The purpose of this business plan is to obtain the remaining £163,000 in the form of bank loans.

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The software is just impeccable. Of course, it meets the requirements of people starting a business. In addition to having a tool for putting together a proper financial forecast, there is also a tool to help write the business plan.

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7 day free trial. No credit card required. Restaurant business plan template available with paid plans only.

restaurant owner using our business plan template

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Restaurant Business Plan Template FAQ


What is a restaurant business plan and do I need one?
Show answer

A restaurant business plan is a written document that sets out the commercial, operational and financial objectives of the company over the next 3 to 5 years.

It consists of two main parts:

  • A written part that presents, in detail, your restaurant business, the team, your strategy, and your medium-term objectives.
  • A financial forecast that highlights the expected profitability of the restaurant and the initial funding requirements.

The lack of business planning is one of the main reasons why more than 50% of startups fail within 5 years. If you're starting a restaurant, writing a business plan is a must-have in order to reduce the risk of failure of your project.

Business plans are also required by most lenders and investors in order to secure financing, therefore a business plan is also highly recommended if you're seeking a loan or equity investment for your restaurant.

How do I write a business plan for a restaurant and is it difficult?
Show answer

Writing a restaurant business plan without The Business Plan Shop can be both error-prone and time-consuming - whether you're new to entrepreneurship or experienced:

  • You'll need to research the structure of a business plan, what to include in each section, and what key elements investors and lenders expect to see
  • You may encounter writer's block (especially if it's the first time you're writing a business plan for your restaurant)
  • You'll need to create a financial forecast on a spreadsheet which requires a solid understanding of accounting and financial modelling in order to be done without error
  • You'll need to spend hours formatting financial data on Excel or Sheets before it's ready to integrate into your business plan
  • Any updates to your restaurant business plan or financial forecast will need to be done manually

Luckily for you, The Business Plan Shop's online platform and restaurant business plan template guide you through every stage of writing a business plan, so that you can spend more time managing and growing your business instead.

Our editor follows a best-in-class structure for professional business plans. Each section and subsection includes examples and instructions to help you, while our business plan templates provide further inspiration if you're stuck.

Our financial forecasting software helps you create a forecast and integrate it into your business plan with ease. Anytime you update your data, your business plan automatically updates.

And with our forecasting software all the calculations are done for you, without errors.

What is the budget for a restaurant and how much does it cost to get started?
Show answer

The budget to start and run a restaurant will depend on the exact concept and location.

A small restaurant with limited seating, offering casual dining requires a limited investment. A bigger place with a large seated area, offering fine dining and table service will require a larger upfront investment and more staff to operate.

As an example, in our restaurant business plan template the total initial funding requirement amounted to £278,000 (c. $345,000), with the founders contributing £115,000 (c. $145,000).

In order to assess the exact budget for your restaurant idea, you need to do a financial forecast using a financial projection tool such as the one we offer.

Is The Business Plan Shop the best restaurant business plan template for me?
Show answer

The package we offer at The Business Plan Shop goes way beyond a simple blank template you need to fill. With our platform you get:

  • Access to one of the best business plan software on the market
  • Access to our restaurant business plan template which contains a complete example of a written business plan and financial forecast to start a restaurant
  • Access to our entire business plan templates library - giving you dozens of examples to take inspiration from
  • Access to our financial planning and analysis platform so that you can track the actual performance of your business against what you had planned in your business plan and re-plan easily

But you shouldn't take our word for it: try our solution for free and make your own opinion!

How does the free trial of The Business Plan Shop work?
Show answer

The free trial enables you to try the software for free during 7 days in order to verify that it meets your requirements before buying.

Some features are limited during the free trial, the main limits are:

  • You can only create one business plan
  • The financials of the first year are visible, but data for other years are hidden
  • You can export your plan in PDF but not in Word or CSV
  • No access to our business plan templates

You can create your account and start your free trial here.

How much does The Business Plan Shop’s restaurant business plan template cost?
Show answer

Access to our template is included with all our paid subscriptions.

Please visit our pricing page to learn about this in more detail.

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