Cookie Business Plan Template

Cookie Business Plan Template
Table of Contents
Table of Contents

If you’re looking to create a cookie business plan, you’ve come to the right place!

Over the past 25 years, the PlanPros team has helped over 1 million entrepreneurs and business owners write business plans….and many of them have started and grown successful cookie businesses.

Cookie Business Plan Example

Below is our cookie business plan template and sample plan:

I. Executive Summary

Company Overview

At SweetCrave Cookies, we are passionate about delivering handcrafted, premium cookies to the heart of Sunnyvale, CA. Our bakery, nestled in this vibrant community, focuses on creating unique, flavorful cookies that cater to everyone’s sweet tooth. We pride ourselves on using only the highest quality ingredients to ensure every bite is a delightful experience. Our commitment to excellence and community involvement positions us as a beloved local business, aiming to become a staple in the daily lives of Sunnyvale residents. By offering a wide range of cookie varieties, including seasonal and custom options, we cater to diverse tastes and dietary needs, ensuring there’s a delicious treat for every customer.

Success Factors

Our success is built on a foundation of key factors and notable accomplishments. Firstly, our dedication to quality and taste has garnered significant local support, setting us apart in the competitive bakery landscape of Sunnyvale, CA. Our ability to innovate and offer a wide variety of cookies, including seasonal and custom options, has contributed to our growing reputation. We’ve also achieved milestones in community engagement, with our involvement in local events and charities strengthening our brand presence. These efforts, combined with our focus on customer satisfaction, position us for continued success and expansion within the market.

Industry Analysis

The bakery industry, particularly in Sunnyvale, CA, is characterized by a growing demand for artisanal and premium baked goods. Consumers are increasingly seeking out unique, high-quality products that offer a blend of tradition and innovation. This trend towards premiumization, coupled with a rising interest in local and small-batch productions, provides a fertile ground for SweetCrave Cookies. Our focus on crafting exceptional cookies using the finest ingredients aligns perfectly with these industry dynamics. Moreover, the industry’s emphasis on sustainability and community involvement mirrors our own values, further enhancing our position within the market.

Customer Analysis

Our primary customer base includes local residents of Sunnyvale, CA, families, young professionals, and students. We understand the importance of catering to the preferences and lifestyles of these diverse groups. By offering a range of cookies that appeal to different age groups and dietary preferences, we aim to become a go-to destination for families and individuals alike. Our strategy includes creating a welcoming environment for young professionals and students by providing free Wi-Fi and a cozy ambiance, making us an ideal spot for both relaxation and work. Tailoring our offerings to seasonal trends and focusing on the specific tastes of our community will help us build a loyal and engaged customer base.

Competitive Analysis

Our top competitors include local bakeries and chain stores, each offering a variety of baked goods. However, SweetCrave Cookies sets itself apart through our focus on handcrafted, premium cookies and our commitment to using the highest quality ingredients. Our competitive advantages lie in our unique product offerings, including seasonal and custom cookies, and our deep engagement with the local community. These factors not only differentiate us from our competitors but also foster a strong connection with our customers, positioning us as a preferred choice for cookie lovers in Sunnyvale.

Marketing Plan

Our marketing strategy centers on highlighting the quality, variety, and community focus of our cookie offerings. Through a comprehensive online marketing campaign, we will utilize social media platforms, email marketing, and local community events to engage our target audience. Collaborations with local businesses and a referral program will broaden our reach and foster a community of loyal customers. Additionally, traditional marketing methods like signage and local newspaper ads will ensure we capture a wide audience. Our promotions plan includes leveraging mouth-watering visuals, exclusive promotions, and participating in local events, aiming to make SweetCrave Cookies a household name in Sunnyvale.

Operations Plan

Our operations are centered around efficient production, quality control, and community engagement. Key operational processes include sourcing the highest quality ingredients, maintaining strict quality control standards, and continuously innovating our product offerings. We aim to accomplish several milestones within the next year, including the launch of an online ordering platform, expansion of our product line, and hosting community events. These steps will enhance our operational efficiency, broaden our market reach, and solidify our position as a community-focused business.

Management Team

Our management team comprises individuals with extensive experience in the food and beverage industry, business management, and customer service. This diverse skill set ensures that SweetCrave Cookies operates smoothly, with a focus on product quality, customer satisfaction, and strategic growth. Our team’s passion for baking and community involvement drives our business forward, making SweetCrave Cookies a beloved part of Sunnyvale’s local landscape.

Financial Plan

To achieve our growth objectives, SweetCrave Cookies requires funding to expand our operations, enhance our marketing efforts, and further develop our product line. This investment will support our goal of becoming the leading cookie destination in Sunnyvale, CA, by allowing us to improve our production capacity, engage more effectively with our customers, and innovate our product offerings to meet the evolving tastes and preferences of our community.


Below is an overview of our expected financial performance over the next five years:

FY 1 FY 2 FY 3 FY 4 FY 5
Revenues $1,731,317 $1,874,723 $2,030,006 $2,198,152 $2,380,226
Direct Expenses $489,075 $513,991 $540,176 $567,696 $596,617
Gross Profit $1,242,242 $1,360,731 $1,489,830 $1,630,456 $1,783,608
Gross Profit (%) 71.8% 72.6% 73.4% 74.2% 74.9%
Other Expenses $97,085 $100,030 $103,065 $106,192 $109,414
EBITDA $1,145,157 $1,260,701 $1,386,764 $1,524,263 $1,674,193
Depreciation $23,000 $23,000 $23,000 $23,000 $23,000
Amortization $0 $0 $0 $0 $0
Interest Expense $23,300 $23,300 $23,300 $23,300 $23,300
Income Tax Expense $384,600 $425,040 $469,162 $517,287 $569,762
Net Income $714,257 $789,360 $871,301 $960,676 $1,058,131


II. Company Overview

SweetCrave Cookies is a new gem in the heart of Sunnyvale, CA. Our journey began with a simple mission: to fill the gap in the local market for high-quality cookies. We noticed a glaring absence of local cookie businesses that could satisfy the sweet tooth of Sunnyvale’s residents with premium, delicious offerings. Thus, we set out to create a haven for cookie lovers, where the aroma of freshly baked cookies never fades and the taste always brings you back for more.

At SweetCrave Cookies, our menu is a testament to our love for all things sweet. We specialize in a wide array of cookies, from classic chocolate chip to innovative flavors that you won’t find anywhere else. But we don’t stop there; our offerings also include cookie gift baskets, perfect for any occasion, cookie dough for those who want to bring the SweetCrave experience home, cookie cakes for celebrations, and an assortment of specialty items for our more adventurous customers. Our dedication to quality and variety ensures there’s something for everyone to enjoy.

Our home is in Sunnyvale, CA, where we’ve been serving our delightful treats. This location is not just a place of business for us; it’s a community we’re honored to be a part of and serve. Our connection with the local community is at the heart of everything we do, and we strive to make SweetCrave Cookies a beloved local landmark.

Our confidence in SweetCrave Cookies’ success is rooted in solid foundations. Firstly, our founder brings valuable experience from running a successful cookie business in the past, providing us with insights and expertise that set us apart from the competition. Moreover, our commitment to excellence in every cookie batch ensures that we offer superior taste and variety compared to others in the market. These factors, combined with our passion for cookies, make us uniquely qualified to thrive.

Since our inception on January 5, 2024, as an S Corporation, we have hit several key milestones that mark the beginning of our sweet journey. We’ve crafted a logo that perfectly encapsulates our brand’s essence, developed a catchy and memorable company name, and secured a fantastic location that promises high foot traffic and visibility. Each accomplishment is a step towards realizing our dream of becoming Sunnyvale’s go-to spot for delicious, high-quality cookies.


III. Industry Analysis

The cookie industry in the United States is a thriving market, with an estimated size of $8.5 billion as of 2020. This figure includes sales from various types of cookies, such as chocolate chip, oatmeal, sugar, and specialty cookies. The industry has shown steady growth over the past few years, driven by the increasing demand for convenient and indulgent snacks.

Market research forecasts that the cookie industry in the United States is expected to continue growing at a compound annual growth rate of 4.5% from 2021 to 2026. This growth can be attributed to factors such as the rising popularity of premium and artisanal cookies, as well as the increasing consumer preference for healthier and gluten-free options. As a result, there is ample opportunity for new players like SweetCrave Cookies to enter the market and capture a share of the growing demand.

Recent trends in the cookie industry, such as the focus on clean labels, sustainable ingredients, and unique flavor combinations, align well with the offerings of SweetCrave Cookies. Located in Sunnyvale, CA, SweetCrave Cookies can leverage these trends to attract health-conscious and discerning customers who are looking for high-quality, delicious cookies. By staying ahead of industry trends and offering unique and innovative products, SweetCrave Cookies can position itself as a successful player in the competitive cookie market.


IV. Customer Analysis

Below is a description of our target customers and their core needs.

Target Customers

We will target local residents in Sunnyvale, CA, as our primary customer base. This segment is crucial due to their proximity and potential for repeat business. By focusing on their preferences and seasonal trends, we will tailor our offerings to meet their specific tastes and desires.

We will also cater to families seeking quality treat options. Our variety of cookies will appeal to all age groups, making us a preferred destination for family dessert outings. This approach will help in building a loyal customer base within the community.

Additionally, we will target young professionals and students looking for a quick snack or a place to relax and study. By offering free Wi-Fi and creating a cozy ambiance, we will become a go-to spot for this demographic. Our marketing efforts will emphasize convenience, taste, and a conducive environment for relaxation and work.

Customer Needs

SweetCrave Cookies caters to the residents of Sunnyvale, CA, by offering high-quality and delicious cookies and pastries. Customers seeking indulgent treats can expect a delightful assortment of baked goods that satisfy their sweet cravings. The focus on quality ensures that every bite is a testament to the craft of exceptional baking.

Beyond the allure of taste, SweetCrave Cookies understands the importance of convenience for its customers. People can effortlessly access a wide range of cookies and pastries, making it easy to grab a quick snack or a box of assorted delights for special occasions. This accessibility meets the needs of busy individuals and families looking for quick, yet premium, snack solutions.

Additionally, SweetCrave Cookies serves the growing demand for variety and innovation in baked goods. Customers have diverse preferences and dietary restrictions, and they expect options that cater to their specific needs. Whether it’s gluten-free, vegan, or classic recipes, SweetCrave offers something for everyone, ensuring that all customers can indulge in their cookie desires.


V. Competitive Analysis

Direct Competitors

SweetCrave Cookies’s competitors include the following companies:

Choc Cookies is renowned for its wide range of gourmet chocolate cookies, offering everything from classic chocolate chip to exotic flavors like chili chocolate and sea salt caramel. Their prices range from $2 for a basic cookie to $4 for more elaborate creations. Choc Cookies operates two locations in Sunnyvale, CA, targeting chocolate enthusiasts and gourmet cookie lovers within the local area. A key strength is their specialization in chocolate-based cookies, offering unmatched variety in this segment. However, their focus on chocolate limits their appeal to customers looking for non-chocolate options.

Sugar Butter Flour offers a broad spectrum of baked goods, with an emphasis on cookies, pastries, and custom cakes. Product prices vary widely, starting at $1.50 for simple cookies up to $50 for elaborate custom cakes. This bakery boasts three locations across Sunnyvale, serving a diverse customer base from casual bakery visitors to those seeking custom baking services for special occasions. Sugar Butter Flour’s strength lies in its wide product range and custom baking services, catering to a variety of customer needs and occasions. One weakness is the higher price point for custom and specialty items, which may deter budget-conscious customers.

Cat Cat’s Nom Nom specializes in organic and vegan cookie options, catering to health-conscious and dietary-restricted customers. Their cookies are priced from $3, reflecting the premium ingredients used. With a single store in Sunnyvale, Cat Cat’s Nom Nom targets a niche market of vegan and organic food enthusiasts in the area. The bakery’s focus on health-conscious products is a significant strength, appealing to a growing segment of the market. However, the niche focus and premium pricing can be seen as weaknesses, as they may limit the bakery’s appeal to a broader audience.

Competitive Advantages

At SweetCrave Cookies, we pride ourselves on our ability to deliver superior quality cookies that set us apart from the competition. Our commitment to using only the finest ingredients ensures that each cookie we serve is not just a treat, but an experience. We understand that taste is subjective, which is why we go the extra mile to ensure our cookies exceed expectations in flavor, texture, and overall appeal. Our baking techniques are refined to perfection, allowing us to produce cookies that are consistently delicious and crave-worthy. This dedication to quality is a cornerstone of our competitive advantage, making us a preferred choice for cookie lovers in search of unparalleled taste and satisfaction.

In addition to our exceptional quality, our diverse variety of sweets and cookies further solidifies our standing in the culinary landscape. We believe that variety is the spice of life, which is why we offer an extensive selection that caters to a wide range of preferences and dietary requirements. From classic flavors that evoke nostalgia to innovative creations that push the boundaries of culinary artistry, our assortment is designed to delight and surprise our customers. This breadth of choice not only attracts a diverse clientele but also encourages repeat visits as customers are eager to explore our ever-evolving menu. Our ability to blend tradition with innovation, coupled with our commitment to quality and variety, positions us as a leader in the market and a go-to destination for anyone with a sweet tooth.


VI. Marketing Plan

Our marketing plan, included below, details our products/services, pricing and promotions plan.

Products, Services & Pricing

SweetCrave Cookies caters to a wide range of tastes and preferences with its delightful array of products and services centered around everyone’s favorite treat: cookies. At the heart of their offerings, individual cookies stand out for their variety and quality. Customers can expect to pay an average of $2 to $4 per cookie, depending on the size and complexity of the flavor.

For those looking to share or gift the joy of cookies, SweetCrave Cookies provides beautifully arranged Cookie Gift Baskets. These baskets are thoughtfully assembled with a selection of their best-selling cookies, making them perfect for any occasion. Prices for these gift baskets vary based on size and customization options, with an average price range of $30 to $60.

For the baking enthusiasts or those who wish to enjoy freshly baked cookies at home, SweetCrave Cookies offers its premium cookie dough. This product allows customers to bake their delicious cookies in the comfort of their own kitchens. The cookie dough is available in various flavors, with prices averaging between $10 to $15 per pound.

Cookie Cakes are another popular item on their menu, combining the soft, chewy texture of a cookie with the celebratory aspect of a cake. These are available in multiple sizes and can be customized with messages or designs for special occasions. Prices for cookie cakes start at $20 for a small size, going up to $40 for a larger size that serves more people.

In addition to their mainstays, SweetCrave Cookies also features a range of Specialty Items. These unique products include seasonal cookies, gluten-free options, and other innovative treats designed to surprise and delight their customers. Prices for these specialty items can range from $3 to $7 per item, offering something special for every cookie lover.

Overall, SweetCrave Cookies prides itself on providing high-quality, delicious cookie-based products and services at a range of price points to suit all budgets and occasions. Their commitment to taste, variety, and customer satisfaction makes them a go-to destination for cookie aficionados in the area.

Promotions Plan

At SweetCrave Cookies, we understand the importance of a strong promotional strategy to attract a loyal customer base and stand out in Sunnyvale, CA. To achieve this goal, we will employ a variety of promotional methods, with a strong emphasis on online marketing, to ensure our delicious cookies are the talk of the town.

Online marketing will be at the forefront of our promotional efforts. We will leverage social media platforms such as Instagram, Facebook, and Twitter to engage with our audience. Expect to see mouth-watering photos of our cookies, behind-the-scenes looks at our baking process, and exclusive promotions that will drive traffic to our physical and online stores. Additionally, we will utilize email marketing to keep our customers informed about new flavors, special events, and loyalty programs.

Beyond online marketing, we will also engage in local community events to increase brand visibility and create a loyal customer base within Sunnyvale. Participating in farmers’ markets, local festivals, and charity events will allow us to showcase our products and connect with the community on a personal level. We will offer free samples at these events, as tasting our cookies is the best way to win over new customers.

Collaborations with other local businesses will also be a key tactic. By partnering with local coffee shops or bookstores, we will introduce our cookies to a wider audience, creating mutual benefits for both parties. These collaborations can include co-hosted events, cross-promotions, or exclusive SweetCrave Cookies flavors available only at partner locations.

To further enhance our promotional strategy, we will implement a referral program. Satisfied customers are our best advocates, and by incentivizing them to refer friends and family, we will organically grow our customer base. The referral program will offer discounts or free cookies to customers who successfully refer new clients, fostering a community of cookie lovers who are invested in our success.

Lastly, we will not overlook the power of traditional marketing methods. Strategic placement of eye-catching signage and banners in and around Sunnyvale, as well as local newspaper ads, will complement our digital efforts and ensure we reach a broad audience.

By combining these promotional methods, we expect to not only attract but also retain a dedicated following of cookie enthusiasts in Sunnyvale and beyond. SweetCrave Cookies is excited to embark on this sweet journey, confident in our strategy to make our cookies a household name.


VII. Operations Plan

Our Operations Plan details:

  1. The key day-to-day processes that our business performs to serve our customers
  2. The key business milestones that our company expects to accomplish as we grow


Key Operational Processes

To ensure the success of SweetCrave Cookies, there are several key day-to-day operational processes that we will perform.

  • Procurement of High-Quality Ingredients: We continuously source and purchase high-quality, fresh ingredients to ensure our cookies taste great. This includes establishing and maintaining good relationships with suppliers to ensure the reliable supply of ingredients.
  • Inventory Management: We conduct regular inventory checks to ensure we have enough ingredients and packaging materials on hand. This helps prevent potential stock-outs or excessive overstock, optimizing our storage space and cash flow.
  • Cookie Production: Our baking team follows standardized recipes and baking schedules to produce a consistent product. We ensure that all staff are trained in food safety practices and comply with health regulations.
  • Quality Control: We implement strict quality control measures at every stage of production, from ingredient inspection to the final product review before sale, to ensure that all cookies meet our high standards.
  • Customer Service: Our staff engage with customers in a friendly and professional manner, whether in-store, online, or via phone. We ensure orders are accurately taken and fulfilled, and any customer feedback or complaints are addressed promptly and effectively.
  • Marketing and Promotions: We actively market our cookies through social media, local advertising, and community events to attract new customers. We also run promotions and loyalty programs to encourage repeat business.
  • Sales and Transaction Processing: We efficiently process sales transactions, whether in-person or online, ensuring a smooth and positive experience for our customers. This includes managing various payment methods and ensuring the security of transaction data.
  • Order Fulfillment and Delivery: For orders placed online or via phone, we ensure timely and accurate order packing and coordinate delivery services to meet customer expectations for promptness and product quality upon arrival.
  • Cleaning and Maintenance: We maintain a clean and orderly store and kitchen area by performing daily cleaning and ensuring regular maintenance of baking and store equipment. This upholds our commitment to health and safety standards.
  • Financial Management: We carefully manage our finances by regularly reviewing our expenses, sales performance, and cash flow. This includes managing payroll, paying suppliers, and investing in marketing activities to grow our business.
  • Compliance and Legal Requirements: We stay informed about and comply with all local health codes, business licenses, and food safety regulations to ensure our business operates legally and ethically.


SweetCrave Cookies expects to complete the following milestones in the coming months in order to ensure its success:

  • Launch our Cookie Business: Finalize and officially open SweetCrave Cookies to the Sunnyvale, CA, community, ensuring the brand, menu, and store aesthetics align with our vision and market needs.
  • Secure a Prime Location: Identify and secure a storefront in a high-traffic area of Sunnyvale, CA, conducive to foot traffic and easy accessibility for our target demographics.
  • Obtain Necessary Permits and Licenses: Successfully navigate the local regulatory environment to obtain all necessary permits and licenses required for operation, ensuring compliance with health, safety, and business regulations.
  • Build Out the Storefront: Complete the build-out of the SweetCrave Cookies store, ensuring the space is optimized for efficient operation, customer flow, and reflects the brand’s image and values.
  • Develop a Strong Online Presence: Launch a user-friendly website and establish active social media profiles to engage with customers, showcase products, and drive traffic to both the physical store and online ordering platform.
  • Hire and Train Staff: Recruit, hire, and train a team of passionate employees who are committed to providing exceptional customer service and can embody the brand values of SweetCrave Cookies.
  • Implement a Marketing Strategy: Execute a well-planned grand opening marketing campaign to generate buzz, attract customers, and build a loyal customer base. Continuously adapt marketing strategies based on customer feedback and market trends.
  • Establish Supplier Relationships: Secure reliable supply chains for high-quality ingredients and materials, ensuring consistency in product quality and the ability to scale operations as needed.
  • Get to $15,000/month in Revenue: Achieve the financial milestone of generating $15,000 in monthly revenue, demonstrating market acceptance, operational efficiency, and the path to sustainability and growth.
  • Evaluate and Expand Product Offerings: Regularly review customer feedback and sales data to refine the menu, introducing new and seasonal items that meet customer demand and drive repeat business.


VIII. Management Team

Our management team has the experience and expertise to successfully execute on our business plan.

Management Team Members

SweetCrave Cookies management team, which includes the following members, has the experience and expertise to successfully execute on our business plan:

Jade Diaz, CEO

Jade Diaz brings a wealth of experience and a proven track record of success to SweetCrave Cookies, having previously established and managed a successful cookie business. Her entrepreneurial journey has equipped her with the knowledge and skills necessary to navigate the challenges of the food and beverage industry. Diaz’s leadership style is characterized by a passion for innovation, a focus on customer satisfaction, and a deep understanding of market trends. Her ability to drive growth and maintain a competitive edge in the market makes her an invaluable asset to SweetCrave Cookies. Under her guidance, the company is well-positioned to achieve lasting success and become a beloved brand among cookie enthusiasts.


IX. Financial Plan


Below is an overview of our expected financial performance over the next five years:

FY 1 FY 2 FY 3 FY 4 FY 5
Revenues $1,731,317 $1,874,723 $2,030,006 $2,198,152 $2,380,226
Direct Expenses $489,075 $513,991 $540,176 $567,696 $596,617
Gross Profit $1,242,242 $1,360,731 $1,489,830 $1,630,456 $1,783,608
Gross Profit (%) 71.8% 72.6% 73.4% 74.2% 74.9%
Other Expenses $97,085 $100,030 $103,065 $106,192 $109,414
EBITDA $1,145,157 $1,260,701 $1,386,764 $1,524,263 $1,674,193
Depreciation $23,000 $23,000 $23,000 $23,000 $23,000
Amortization $0 $0 $0 $0 $0
Interest Expense $23,300 $23,300 $23,300 $23,300 $23,300
Income Tax Expense $384,600 $425,040 $469,162 $517,287 $569,762
Net Income $714,257 $789,360 $871,301 $960,676 $1,058,131

Funding Requirements/Use of Funds

To accomplish our growth goals, SweetCrave Cookies needs $233,000 in funding. Key uses of this funding will be as follows:

Capital Investments
Location Buildout $50,000
Furniture $10,000
Equipment $30,000
Machines $20,000
Computers $5,000
Non Capital Investments
Working Capital $50,000
Initial Rent/Lease $10,000
Staff Salaries (First 3 Months) $30,000
Initial Marketing and Advertising $20,000
Supplies $5,000
Insurance $3,000

Financial Projections

financial projection cookie business plan

5 Year Annual Income Statement

FY 1 FY 2 FY 3 FY 4 FY 5
Revenues $1,731,317 $1,874,723 $2,030,006 $2,198,152 $2,380,226
Total Revenues $1,731,317 $1,874,723 $2,030,006 $2,198,152 $2,380,226
Direct Costs
Direct Costs $489,075 $513,991 $540,176 $567,696 $596,617
Total Direct Costs $489,075 $513,991 $540,176 $567,696 $596,617
GROSS PROFIT $1,242,242 $1,360,731 $1,489,830 $1,630,456 $1,783,608
GROSS PROFIT % 71.8% 72.6% 73.4% 74.2% 74.9%
Other Expenses
Salaries $72,814 $75,023 $77,299 $79,644 $82,060
Marketing Expenses $6,067 $6,251 $6,441 $6,637 $6,838
Rent/Utility Expenses $6,067 $6,251 $6,441 $6,637 $6,838
Other Expenses $12,135 $12,503 $12,883 $13,274 $13,676
Total Other Expenses $97,085 $100,030 $103,065 $106,192 $109,414
EBITDA $1,145,157 $1,260,701 $1,386,764 $1,524,263 $1,674,193
Depreciation $23,000 $23,000 $23,000 $23,000 $23,000
Amortization $0 $0 $0 $0 $0
EBIT $1,122,157 $1,237,701 $1,363,764 $1,501,263 $1,651,193
Interest Expense $23,300 $23,300 $23,300 $23,300 $23,300
PRETAX INCOME $1,098,857 $1,214,401 $1,340,464 $1,477,963 $1,627,893
Net Operating Loss $0 $0 $0 $0 $0
Use of Net Operating Loss $0 $0 $0 $0 $0
Taxable Income $1,098,857 $1,214,401 $1,340,464 $1,477,963 $1,627,893
Income Tax Expense $384,600 $425,040 $469,162 $517,287 $569,762
NET INCOME $714,257 $789,360 $871,301 $960,676 $1,058,131
Net Profit Margin (%) 41.3% 42.1% 42.9% 43.7% 44.5%

5 Year Annual Balance Sheet

FY 1 FY 2 FY 3 FY 4 FY 5
Cash $756,347 $1,558,762 $2,442,213 $3,418,574 $4,254,211
Other Current Assets $148,610 $160,919 $174,248 $183,179 $198,352
Total Current Assets $904,957 $1,719,681 $2,616,462 $3,601,753 $4,452,563
Intangible Assets $0 $0 $0 $0 $0
Acc Amortization $0 $0 $0 $0 $0
Net Intangibles $0 $0 $0 $0 $0
Fixed Assets $115,000 $115,000 $115,000 $115,000 $115,000
Accum Depreciation $23,000 $46,000 $69,000 $92,000 $115,000
Net fixed assets $92,000 $69,000 $46,000 $23,000 $0
Preliminary Exp $0 $0 $0 $0 $0
TOTAL ASSETS $996,957 $1,788,681 $2,662,462 $3,624,753 $4,452,563
Current Liabilities $49,700 $52,063 $54,542 $56,157 $58,836
Debt outstanding $233,000 $233,000 $233,000 $233,000 $0
Total Liabilities $282,700 $285,063 $287,542 $289,157 $58,836
Share Capital $0 $0 $0 $0 $0
Retained earnings $714,257 $1,503,617 $2,374,919 $3,335,596 $4,393,727
Total Equity $714,257 $1,503,617 $2,374,919 $3,335,596 $4,393,727
TOTAL LIABILITIES & EQUITY $996,957 $1,788,681 $2,662,462 $3,624,753 $4,452,563

5 Year Annual Cash Flow Statement

FY 1 FY 2 FY 3 FY 4 FY 5
Net Income (Loss) $714,257 $789,360 $871,301 $960,676 $1,058,131
Change in Working Capital ($98,909) ($9,945) ($10,850) ($7,315) ($12,494)
Plus Depreciation $23,000 $23,000 $23,000 $23,000 $23,000
Plus Amortization $0 $0 $0 $0 $0
Net Cash Flow from Operations $638,347 $802,414 $883,451 $976,360 $1,068,636
Fixed Assets ($115,000) $0 $0 $0 $0
Intangible Assets $0 $0 $0 $0 $0
Net Cash Flow from Investments ($115,000) $0 $0 $0 $0
Cash from Equity $0 $0 $0 $0 $0
Cash from Debt financing $233,000 $0 $0 $0 ($233,000)
Net Cash Flow from Financing $233,000 $0 $0 $0 ($233,000)
Net Cash Flow $756,347 $802,414 $883,451 $976,360 $835,636
Cash at Beginning of Period $0 $756,347 $1,558,762 $2,442,213 $3,418,574
$756,347 $1,558,762 $2,442,213 $3,418,574 $4,254,211


What Is a Cookie Business Plan?

A cookie business plan is a document that outlines the strategies you have developed to start and/or grow your cookie business. Among other things, it details information about your industry, customers and competitors to help ensure your company is positioned properly to succeed. Your cookie business plan also assesses how much funding you will need to grow your business and proves, via your financial forecasts, why the business is viable.

Why You Need a Business Plan for your Cookie Business

A business plan is required if you are seeking funding for your cookie business. Investors and lenders will review your plan to ensure it meets their criteria before providing you with capital. In addition, a cookie business plan helps you and your team stay focused. It documents the strategies you must follow and gives you financial projections you should strive to achieve and against which you can judge your performance.

Cookie Business Plan Template PDF

Download our Cookie Business Plan PDF to help guide you as you create your business plan for your own cookie business.

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