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Retail Location Business Plan for Buildout and Startup Sample, general business non-technical service plan loan funding investor construction contracting building home medical healthcare wellness startup start-up bank sample example proposalRetail Location Business Plan Sample

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The Retail Location Business Plan sample is an example of a business requiring startup funding from a lender to build out and open in a physical office space.

The Red House Yoga Studios Sample Proposal is an example of a business plan proposal created using Proposal Pack. This example shows how our Proposal Packs can be used for virtually any type of proposal. In this example a traditional brick and mortar business is requesting additional funding for a start-up business. This example illustrates a common type of business where a company is going to start a franchise and needs funding to open a retail location and build out the space, pay the lease and other start-up expenses.

Business startups seeking bank or invenstor loan funding.

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general business non-technical service plan loan funding investor construction contracting building home medical healthcare wellness startup start-up bank sample example proposal Red House Yoga Studios LLC 51st Street Redmond www RedHouseYogaStudios com Opening Yoga Studio Franchise Prepared for Jennifer Shamason Senior Loan Officer Prepared Ellen Lansford President Red House Yoga Studios LLC requires loan open our first studio Funding used cover expenses opening our first studio location retail mall location. Requesting loan Proposal Number Executive Summary Executive Summary Organization Mission Statement Legal Structure Services Provided Products Future Developments Company Operations Officers and Board Personnel Marketing Industry Trends Market and Audience Competitive Analysis Strategic Position Marketing Plan Time Line Financial Funding Request Balance Sheet Income Projection Sources Funds Uses Funds The Objective Our first objective open our flagship studio provide base and model for future locations. Need Open first studio location Need Train additional teachers Need Build Red House Yoga brand The Opportunity Yoga growing trend health and fitness and Red House Yoga founders teach both traditional and unique styles classes This blend styles draws more customers than typical studios attract capitalizing this strength are unique position create nationally recognized style teaching and recognized brand. Goal Open flagship studio that will draw clients from other local studios. Goal Franchise additional studios under the Red House Yoga Studios brand. Goal Establish our unique system yoga training branded system The Solution The solution open our first local studio train teachers our methodology create branded retail products then expand our unique yoga fitness system into recognizable brand. Step Open first local studio Step Train teachers and staff Step Build local clientele Step Build business materials allow franchising Step Open additional franchised studios Mission Statement Red House Yoga Studios LLC dedicated promoting healthier living and reduced stress through yoga and meditation classes and massage therapy. Purpose Statement Our motto and our mission Health for Life Red House Yoga Studios LLC intends fulfill our mission through the opening multiple studios Initially our first studio will used model which base additional franchised studios. Following Red House Yoga Studios LLC legal structure Red House Yoga Studios LLC structured limited liability company Legal name Red House Yoga Studios LLC DBA Red House Yoga Studio Redmond Type company Yoga and meditation instruction and massage therapy services Federal Tax Red House Yoga Studios LLC will provide the following services Yoga Classes Yoga classes will include variety styles appeal wide variety clients Our signature system the centerpiece the studio Yoga classes promote overall physical fitness strengthening flexibility improvement and stress reduction. Meditation Stress reduction meditation classes will offered Massage Therapy Massage therapy will offered variety licensed therapists All the Red House services work together complementary system promote heath and well being. Red House Yoga Studios LLC will produce the following products sold our retail locations and from our web site. Apparel Branded workout and everyday apparel such shirts sweatshirts etc Apparel will branded with our logo and web site address. Training Materials Training materials such workbooks and DVDs teach students and teachers the Red House style yoga Workbooks will also offered for sale through other outlets such Amazon com and retail bookstores Just like any other fitness regime students are always looking for new variations The Red House system has been shown draw the largest client base compared other yoga systems offered other studios. Third Party Products Complementary products such yoga mats towels DVDs videos books and other related relaxation and fitness products will offered our studio retail shop and online store. Red House Yoga Studios LLC dedicated promoting healthier living and reduced stress through yoga and meditation classes and massage therapy. are committed the highest standards integrity excellence and performance dealing with our clients Our mission the best identifying qualifying and delivering our health and fitness services for our clients. specialists our industry our team professionals has the ability understand the needs expectations and abilities our clients. Red House Yoga Studios LLC has the management team and experience create nationally recognized brand and nation wide franchise studios. Our unique yoga system has already been proven draw the largest client base the locations which has been taught After our first branded studio has been opened and established will able expand the brand opening additional studios other cities with teacher training and established support system for the businesses. The following description Red House Yoga Studios LLC operations Hours Operation Classes are offered morning afternoon and evening seven days week accommodate all our clients schedules The studio will open daily from. Staffing Headquartered Redmond with three employees Three full time employees will initially required start the first studio and prepare for future business expansion Additional staffing requirements for teachers and massage therapists will fulfilled contracting with those individuals Volunteers will provide cleaning services and retail sales help exchange for free classes. Complementary Services Massage therapy meditation classes and private classes will offered contracted services and scheduled appointment. Business Management One full time employee will the business manager and responsible for the day day operations accounting sales marketing and future business development. Red House Yoga Studios LLC proud present our Officers Red House Yoga Studios LLC Officers Ellen Lansford President Donald Allen CFO The following personnel will working for Red House Yoga Studio LLC. Ellen Lansford President Ellen has been yoga practitioner for over twenty years and has completed instructor certifications various styles yoga Prior starting Red House Yoga Studios LLC Ellen taught yoga number studios and has managed number different studios Ellen will responsible for teaching classes training new teachers and promoting the Red House Yoga system and brand. Donald Allen CFO Donald holds accounting degrees and has been the accountant and business manager for other small businesses Prior joining Red House Yoga Studios LLC Donald worked the accountant and business manager for Northwest Fitness Clubs Inc health and fitness company with locations Washington Idaho and Oregon Donald will responsible for managing the financial operations the business and building the business infrastructure support franchised locations Donald will also oversee sales and marketing operations. Stacy Morran Studio Manager Stacy experienced yoga studio manager who will responsible for managing the day day studio operations such scheduling working with contracted staff and volunteer staff etc. The health and fitness industry constantly changing The public always looking for new fitness programs Yoga has many proven benefits such general health strengthening flexibility stamina stress reduction weight loss relief lower back pain and many other common ailments Yoga also not passing fad but system developed over thousands years which has only recently gained mainstream popularity the United States. There are yoga studios opening around the country however they are mainly single owner operator locations with small clientele There are only couple systems that have achieved nationwide brand recognition. The Red House Yoga system has been shown draw larger client base than the other nationally recognized systems when offered the same client base Red House Yoga position become one the major nationally recognized brands. Yoga practice also gaining popularity complementary program other fitness regimes Many sports professionals such football players baseball players golfers and triathletes practice yoga improve their abilities. The following describes the target market and audience The implementation the marketing described the Marketing Plan section the proposal. The target market niche Fitness minded individuals who exercise two more times week The size the target market The size the target market can determined locally based the number fitness centers per capita such gyms clubs other yoga studios etc. Where they can reached The target market can reached local advertising within mile radius the studio. Target market demographics The primary demographics are fitness minded individuals male female from age who will spend per month for class fees. Why they are the target market Experience has shown this range demographics make the typical range students any given class with most students being years age. What will cause the target market respond the campaign Experienced yoga students tend try new studios teachers and styles teaching Advertising new style yoga new studio will draw many students from competing studios advertising the health benefits yoga practice general will draw first time yoga students looking for new fitness regime Yoga also complementary fitness program locating studio near other fitness and yoga centers will draw larger client base. How this business will benefit the target market Our clients will benefit with improved general health strength improvements flexibility improvements lower stress greater stamina and other health benefits. While the following entities can considered competition the marketplace they may also considered beneficial and complementary based the habits yoga studio clientele. Other Local Yoga Studios There will other dedicated yoga studios the same general area Red House Yoga Studios will offer the same styles other local studios addition our own unique style Coupled with complementary services such meditation rooms and massage therapy which most other yoga studios not offer will provide more services than the competition Most existing yoga studios also lack amenities such shower rooms Red House Yoga Studios will offer additional amenities such spacious men and women changing rooms bathrooms and showers. Based past history know that once yoga students have tried our unique system yoga many will travel long distances attend our classes bypassing many other yoga studios Price and distance are not factors and locating Red House Yoga Studio near other yoga studios will provide educated client base draw from. Many yoga studios are small teacher owned operations with basic services and little amenities often they also lack the equipment required maintain proper temperatures full service studio complete with amenities and equipment that teaches variety yoga styles addition our most popular unique style will easily draw clients away from other local studios. Other Local Fitness Centers There will other fitness centers such full service gyms and clubs the same general area. Locating yoga studio near other fitness centers does not detract from the yoga studio client base. Following evaluation Red House Yoga Studios LLC strategic position the marketplace. Market and Audience Our client base made mainly individuals ranging age from who are interested functional fitness for life Our unique style yoga also used professional and amateur athletes strength and flexibility training aid. Market Approach Our motto Health for Life describes our approach using yoga training improve many aspects our clients lives The many benefits yoga practice attract wide array individuals with different needs. Local advertising mile radius each studio will used target the customer base Online advertising also able target local areas specific radius making online advertising venues such CitySearch com viable marketing avenue Flyers will distributed various locations and the local yoga communities will also use word mouth advertise the new location. Various marketing messages will used key common issues such stress reduction alleviating lower back pain and providing full body conditioning which are not provided other fitness regimes. Analysis Our past experience teaching our unique yoga system other studios has shown that our teachers draw significantly more clients even when there are many other studios choose from the same area the founders our distinctive system teaching will unique position build substantial client base from new clients and drawing clients away from other studios This advantage coupled with our complementary services such massage therapy and our studio amenities such men and women bathrooms and showers will allow build large dedicated client base very quickly. The initial cost building properly designed studio will beyond the reach most other start operations therefore few any will able effectively compete Virtually all new yoga studios that may start operations would not affect our client base and could even add our client base. facilitate creating environment where sales can take place the following marketing plan implemented The target market has been described the Market and Audience section the proposal. Planning Process will research existing marketing methods the target market area create targeted marketing campaign using print online and word mouth advertising. Marketing Venues Marketing venues are local newspapers local area online services such CitySearch com brochure displays local businesses and word mouth For our first local studio word mouth advertising will the most important because already have access large client base existing students who are waiting for open our own studio also have existing web site used build local mailing list which will used advertise Red House Yoga. Marketing Budget Because our most important form advertising word mouth costs nothing our marketing budget for the first few months will relatively small Online advertising and printed brochures are estimated cost for the first four months. Marketing Time Table Our word mouth advertising and generation local mailing lists via our web site already progress Local newspaper and online advertising will started two weeks prior opening day Aggressive word mouth advertising will used with the existing yoga community draw clients from other schools There typically one four week lag acquiring students from other schools monthly memberships expire Many students attend multiple schools which will draw some students immediately. Follow Marketing Plan Monthly follow email campaigns are sent our mailing lists Using email lists will reduce marketing expenses over printed mailing campaigns. The following the time line for the first studio location Description Start Date End Date Duration Lease signing August Architectural designs August August weeks Location build out September November months Teacher training October November month Design marketing materials September October month Retail product production September October month Sign contracts with teachers October October weeks Sign contracts with massage therapists October October weeks Advertising campaign October Studio grand opening November The following summarizes Red House Yoga Studios LLC request for funding Funding used for the following period August December Funding required cover building lease construction build out and other start expenses during the three months before the studio can opened for business and during the first month business our client base develops. Funding Requested Red House Yoga Studios LLC requests funding Repayment Plan Red House Yoga Studios LLC financials are calculated based cash loan with payment terms years prime calculated based average. Required Funding Start Expenses Construction mirrors flooring bathrooms showers retail space massage meditation rooms hot studio heating equipment painting permits Rent Lease months month Insurance Office Equipment Studio Management Software Supplies Retail Shop Inventory Marketing Teacher Training Salaries Total Start Expenses Current Available Funding Funding Requested The following table outlines Red House Yoga Studios LLC balance sheet ending December 31st have obtained cash investments from private investors addition are selling limited number lifetime memberships raise additional capital. Balance Sheet for Year Current Year Assets Current Assets Cash Accounts Receivable Total Current Assets Fixed Assets Long Term Assets TOTAL ASSETS Liabilities Accounts Payable Taxes Payable Line Credit Accrued Payroll TOTAL LIABILITIES Shareholders Equity Stock Retained Earnings TOTAL SHAREHOLDERS EQUITY TOTAL LIABILITIES EQUITY The following table outlines Red House Yoga Studios LLC projected income for the next three years based opening second studio the second year and third studio the third year. Sales forecasts are based two full time teachers and classes per month and active client base students with purchasing annual memberships purchasing monthly memberships and drop ins who average three classes per month estimate average clients per day attending classes days per month The studio will have maximum capacity students per class which typical one class per day with the other students per day spread over four other classes First year sales forecasts are lower based start costs and time needed build person active client base Yoga studios typically increase revenues per year which reflected third year forecasts. Income Projection for Year Year Year Year Sales Forecast Gross Profit General Operating Expenses Lease and Utilities Insurance Payroll Advertising and Marketing Business Expansion Operating Income Net Profit Before Interest Tax Interest Expense Net Profit Before Taxes Taxes Net Profit After Taxes Shareholder Dividends Net Profit Following list all sources funds for the proposed project Initial funding for opening our first studio from three sources Half our required funding has already been secured. Private Investors Status funding secured Amount Four private investors have contributed total. Pre sales Lifetime Memberships Status funding secured Amount total lifetime memberships have been sold each Lifetime memberships must capped prevent cannibalizing monthly revenue from the client base. Bank Loan Status pending Amount Current amount additional funding required Red House Yoga Studios LLC requires funding for the completion the first studio Funds are used follows. Construction Amount Most the funding required for the build out the studio will lease retail store location existing retail business complex Cost fitness room grade flooring wall wall mirrors men and women bathrooms with showers and hot yoga room heating system make the bulk the construction expenses This will allow create the largest local yoga studio the area complete with amenities and value added services. Teacher Training and Salaries Amount teach the volume classes required support our client base will providing teacher training for our unique system yoga addition must cover salaries for the first month business while our client base grows This will allow open studio with the teachers needed teach variety yoga styles including our most popular proprietary style and cover the number classes offered. Lease Utilities Insurance and Equipment Amount Upon signing our lease and taking possession the building will need cover four months expenses during construction and first month after opening. Marketing and Inventory Amount Marketing materials advertising and stock branded retail products and third party yoga and relaxation related products need purchased.
 
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