Small coffee shop investment budget template

Small coffee shop investment budget template

Before opening a small coffee shop, it is very important to develop a detailed investment budget. This budget will help you understand the initial investment and operating costs required, as well as profitability and payback period. Below is a small coffee shop investment budget form template that can be used as a reference.

1. Initial Investment

The initial investment includes the one-time expenses required to open a coffee shop. Here are some items that may need to be considered:

• Cost of renting or purchasing a shop: Determined by geographical location and area.
• Renovation and decoration costs: including walls, floors, lamps, etc.
• Equipment purchase costs: such as coffee machines, refrigerators, ovens, etc.
• Furniture and utensils expenses: such as tables, chairs, tableware, etc.
• Pre-opening preparation costs: such as advertising, registration procedures, etc.

2. Operating costs

Operating costs are the various expenses incurred in the course of daily operations. Here are some items that may need to be considered:

• Employee wages and benefits: including waiters, chefs, etc.
• Raw material costs: such as coffee beans, milk, sugar, etc.
• Water and electricity charges: determined based on actual usage.
• Rent or loan repayment: If the shop is leased, you need to pay monthly rent; if you have a loan, you need to repay it on time.
• Insurance costs: including store insurance and employee insurance, etc.

3. Estimated sales

Projected sales is the revenue you expect to achieve within a certain period of time. This number can be estimated through market research and competitor analysis. You can consider the following factors:

• Average daily passenger flow

>4. Profitability and payback period


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The investment budget template provides a comprehensive perspective to help you evaluate the initial investment and operating costs required to open a small coffee shop, and make a preliminary estimate of profitability. By analyzing the expected sales and operating costs, you can calculate the payback period and determine whether the investment is worth it.

In short, a detailed investment budget template is an essential tool before opening a small coffee shop. It can help you plan and manage economic resources and provide a sustainable development foundation for your coffee shop.