Catering Business Plan

Prepare a business plan for your catering operation with this affordable Catering Business Plan template.

Why You Need a Business Plan

Lenders and investors will want to see that you understand the industry and have a plan for growth and success. To that end, you will need to show them a well-crafted and realistic business plan.

What is Included in the Template

This easy-to-use MS Word document includes:

  • A market analysis and marketing strategy.
  • A sample financial model with pro formas.
  • A Confidentiality Agreement to protect your proprietary information, such as financial data.
  • Instructions in each section to help you complete the document.

What Lenders Want to See in Your Business Plan

Potential lenders want to know why they should give you money. You must convince them that your business model is viable, and that you have a plan to meet the challenges and risks of starting a new business.

  • Management Team. Your plan should give details about the people who will manage and operate the business (yourself, your partners, key employees, etc.). You need to demonstrate that you and your team have the skills and experience necessary to successfully run the business.
  • Professional Advisors. Include information about your professional advisors (accountants, legal counsel, etc.). These people will be an important factor in your business' success.
  • Market Research. Provide market research about your industry generally, and locally in particular. The strength of the overall industry is an indicator of how well a business can be expected to perform. How big is your market? How many competitors are there, and what percentage of market share do they hold?
  • Competitive Edge. Discuss how your business meets the needs of customers, and what differentiates it from your competitors.
  • Financials and Forecasts. Provide detailed financials showing all revenue sources, assets, liabilities, and debt repayment plans. Keep your sales and financial forecasts realistic and conservative. Consider both best case and worst case scenarios.
  • Capital Investment. How much capital are you putting into the business? Lenders want to know that you are committed to the enterprise and are prepared to share the risk.
Document Type: Microsoft Word
Last Updated: 24-October-2025
SKU: 6001
$34.99