Yakira Ruiz-Calderon
March 15,2013
Period. 7
Mr.Otero
TABLE OF CONTENTS
TITLE...............................................................................1
TABLE OF CONTENTS......................................................2
Executive Summary........................................................3
•A. Convince the reader that business concept is soundand has
reasonable chance of success...........................4
•B. Summary is effectively written.................................5
COMPANY DESCRIPTION................................................. 6
•A. Legal form of business.............................................. 7
•B. Effective date of business..........................................8
•C. Company mission statement / vision.........................9
•D. Company location...................................................... 10
•E. Immediate development goals.................................. 11
INDUSTRY ANALYSIS........................................................ 12
•A. Description of industry ( size , growth, history) .........13
•B. Trends and opportunities within the industry.......... .14
TARGET MARKET............................................................. 15
•A. Profile.........................................................................16
•B. Needs.........................................................................17
COMPETITION..................................................................18
•A. Key competitors identified........................................ 19
•B. Analysis of competitors’ strenghts and
weaknesses......................................................................20
•C. Potential future competitors..................................... 21
OPERATIONS.....................................................................22
•A. Business facility described......................................... 23
•Workforce defined.........................................................24
•C. Technology.................................................................25
MANAGEMENT AND ORGANIZATION.............................. 26
•A. Key employees...........................................................27
•B. Recruitment plan....................................................... 28
•C. Compensation and incentives.................................... 29
LONG TERM GOALS...........................................................30
•A. Goals identified...........................................................31
•B. Means for achieving the goals identified....................32
FINANCIALS.......................................................................33
•A. Type of accounting system.......................................... 34
•B. Financial projections.................................................... 35
SUPPORTING DOCUMENTS................................................ 36
•A. Licenses........................................................................37
•B. Advertising...................................................................38
•C. Letters..........................................................................39
My bakery will make you the cake of your dreams.
We can loosely be described as a quick-service
restaurant where customers sit around a bar and watch
their desserts being made. Also we’ll have a catalog
with different models of cakes so the customer can
order depending on what they want. My bakery will hold
true to its vision of being a new concept with an new
fashioned feel in order to become a favorite spot for
Florida natives. We plan to manipulate our location in
the Business Improvement District to our utmost
advantage.
My bakery will be a total success. I will sale
delicious desserts for a low price. Also because all my
customers will be treat the way they deserve, and we’ll
do anything to make them happy. I will personally make
sure that my employees treat my customers right. I will
keep the place really clean and neat.
To open a bakery, you must first obtain a business license.
The business license gives you permission to legally operate
your bakery within a specific jurisdiction. According to the
Small Business Administration, if the restaurant is involved in
activities regulated by a federal agency, such as interstate
transport of animal products or plants, you may need a
federal business license. State, county or local agencies may
require licensing and charge an annual fee or a percentage of
your sales to maintain the license. As with any business, a
new restaurant must exist as a legal entity at the local, state
and federal level. Even when registered as a corporation with
both the IRS and a state Department of Revenue, a
restaurant must comply with local business licensing
guidelines. This sometimes means registering a trade name
at city hall, while other situations require more complex
licensing.
My company’s mission is to make great cakes
and delicious desserts. My mission is to make
customers want to buy at my bakery and make them
happy. I also want to make kids happy by making
them the cake of their dreams with their favorite
movie characters. Also I want to sale my sweets at a
fair price.
the owners of my bakery will run the company as
managers. We’ll make sure everything is alright with
all the employees and customers.
My Company will be located in Miami
Beach , Florida AT 11 Washington Ave,
Miami Beach, FL 33139. THE REASON MY
COMPANY WILL BE LOCATED HEAR IS
BECAUSE I’VA NOTICE THAT THIS PLACE HAS
A LARGE POPULATION. ALSO BECAUSE THIS
PLACE has a lot of tourists from other
places of the nation and when they
come to visit they want to try
everything.
Get
all the licenses
necessary.
Begin constructing.
Have a successful
opening.
Have a lot of customers.
Have at least three
employees.
I will have a lot of
opportunities within the
industry. I will have the
opportunity to progress. Make
a lot of customers, and also
make a lot of money. I will
have the opportunity to
become popular and better
than the competition.
Sweet-b bakery has a variety of target
audience, but mostly kids. We can make cake
for the kids’ birthday how they wanted with
the animated character that they want. We
also make cakes for older people. We
accommodate according to the customer’s
needs. We want all of our customers to be
happy.
NEEDS
Start-up Requirements Start-up Expenses
Legal $3,000 Premise renovation $20,000
Expensed equipment $40,000 Other $1,000
Total Start-up Expenses $64,000 Start-up
Assets Cash Required $70,000 Other
Current Assets $12,000 Long-term Assets
$65,000 Total Assets $147,000 Total
Requirements $211,000
Start-up Funding Start-up Expenses to Fund
$64,000 Start-up Assets to Fund $147,000 Total
Funding Required $211,000 Assets Non-cash
Assets from Start-up $77,000 Cash Requirements
from Start-up $70,000 Additional Cash Raised $0
Cash Balance on Starting Date $70,000 Total
Assets $147,000 Liabilities and Capital Liabilities
Current Borrowing $0 Long-term Liabilities
$100,000 Accounts Payable (Outstanding Bills)
$1,000 Other Current Liabilities (interest-free) $0
Total Liabilities $101,000 Capital Planned
Investment Patterson $55,000 Fields $55,000
Other $0 Additional Investment Requirement $0
Total Planned Investment $110,000 Loss at Startup (Start-up Expenses) ($64,000) Total Capital
$46,000 Total Capital and Liabilities $147,000
Total Funding $211,000
Sweet-B bakery has a lot of
delicious sweets that many people will
like. We also have catalogs with
different cake models.
I’ve identified two key
competitors in the place that I’m
planning to open my business.
They are Paul Bakery and Taste
Bakery Café. They both are very
strong competitors for me. They
both have a big amount of
customers and their sweets are
delicious.
ANALYSIS OF COMPETITORS’ STRENGTHS AND WEAKNESSES
Competitors
Advantages
Disadvantages
Paul Bakery
Has variety of
products
Not well known
It mostly sales drinks
Not well known
Taste Bakery
Cafe
Sweet-B bakery will try to make delicious sweets to keep up
With the other bakeries. We’ll teach our employees how to make
all of our customers happy. We are going to always check that our Sweets are in
perfect conditions.
POTENTIAL FUTURE
COMPETITORS
Paul Bakery and Taste Bakery Café will be potential
future competitors because they have a lot of
customers and their sweets are delicious. They are
really strong competitors. They are located around the
place that I want to open my bakery so they will be my
competition. Those two are the only one that I think
that will be a strong competition.
Sweet-B bakery has a lot of
facilities. We have tables with
chairs for all of our customers who
want to eat our delicious sweets in
the bakery. We also have a TV to
entertain our customers. We have
phones and computers for our
employees, and we also have a big
bakery.
Supervisors (3): The supervisors will work 40 hours
a week with a paycheck of $18.00 per hour. These
three managers need to make sure that everything
is going on well. Also they need to count and
deposit the money.
Salesmen (6): The salesman will work 35 hours a
week with a paycheck of $18.00 per hour. They are
in charge of take in the money and help the
customers.
In my bakery I will have a TV,
computers, phones, and cash
register. The TV will be used to
entertain the customers that are
waiting in line. The computers
are needed for the managers
and the employees. The phones
are going to be use to take in
orders and in case of emergency.
Supervisors : The supervisors will take
care of everything and make sure
everything is correct.
Salesmen : The salesman will take in
the money and help the customers
with whatever they need.
Sweet-B bakery will advertise it’s opening
through the internet and TV. We will also advertise
through billboards and put there that we need
employees to come by and apply. We’ll employee
people who satisfy all of our requirements and
want to progress. We’ll hire through application.
Afterwards we’ll call the people who satisfied
our requirements and appoint an interview. Our
employees will have a lot of benefits like health
insurance and three pay weeks vacations every
year, I will also give sick days. All the employees
will be full time since I’m only hiring six people.
All of our employees will have benefits.
We want to keep them happy. We’ll provide
them with health insurance and three
weeks of vacation per year. Also we’ll give
them 30 minutes break every shift.
Our goal is to have a successful
opening. We also want to have a
lot of customers. We want to
improve over time a and be
better than our competition. One
want to hire more people as we
progress . One want to be
successful and liked by all of our
customers.
Sweet-B bakery will advertise it’s
opening through the internet and TV. We
will also advertise through billboards and
put there that we need employees to
come by and apply. We’ll employee
people who satisfy all of our
requirements and want to progress. We’ll
hire through application.
Afterwards we’ll call the people
who satisfied our requirements and
appoint an interview. Our employees will
have a lot of benefits like health
insurance and three pay weeks vacations
every year, I will also give sick days. All
the employees will be full time since I’m
only hiring six people.
Since our business is small we want to start using
QuickBooks for ours accounting system. After a while operation the
system, and as we progress we want to change our accounting
system to something better. Bookkeeping software that combines a
variety of accounting processes into one user-friendly system. The
software's primary function is to alleviate the use of multiple
tables, spreadsheets, and tracking sheets necessary to document
and maintain accounting tasks at a company. Accounting figures
are also easily reconciled for tax purposes with Quickbooks. The
software was developed by Intuit and can be customized based on
the needs of the business utilizing the software.
I want to use QuickBooks system because since 65% of the smalls
business use the system I want to use it too.
The chart above
represents the sales
we expect throughout
the years.
The chart above
represents the profit
we expect earn
through the months.

Business License


Sales Permit


Cities and counties normally require a bakery to have a
business license issued by the city or county. These are
typically annual licenses, renewed each year for a fee. If
the business is in an unincorporated area of the county,
the county normally issues the license, while bakeries
within the city limits obtain a license through the city.
Some states require a business to obtain a fictitious
business name, in which the bakery registers its business
name according to the rules of the state.
If the state charges sales tax, the bakery owner typically
needs a sales permit. Rules regarding taxable items vary
by state, with some states exempting certain types of
food from sales tax. Another consideration is if the food
is carryout or eaten on the premises like a restaurant.
The food sales tax exception normally does not apply to
restaurant food.
Health Department Permit

The bakery typically needs a permit from the local
health department. The health department might also
require certain employees of the bakery to obtain food
handler's cards. These are certificates the employee
earns after completing a food safety class. The health
department will periodically check the bakery to verify
the business is complying with health and safety
standards set for food establishments.
Sweet-B Bakery
Grand Opening
Our Grand Opening will be on August 25,
2025
At 12:00 pm.
The first three days all of our customers
will have a 50% off in all of our sweets.
Come by and checkout our delicious
sweets, you won’t regret it !!!
Sweet-B bakery
11 Washington Ave,
Miami Beach, FL 33139
(305)555-5656
Sweet-bbakery@yahoo.com
August 28,2013
Mrs. Cloe Johnson
11011 SW 104th St,
Miami, FL 33176
cloef@gmail.com
Dear Mrs. Johnson:
We are very proud to inform you that you were elected to receive cupcakes all year long for free, you should come by
with an ID on September 25,2025.
On September 25,2025 Sweet-B Bakery will be celebrating one month of the grand opening. We have pick you to
receive
free cupcakes all year long, since you’ve been one of our most constant customers. We want to thank you for being
such
a great customer. We honestly think you deserve cupcakes for free all year long.
I hope you will come by and claim your prize.
Sincerely,
Yakira Ruiz-Calderon
Yakira Ruiz-Calderon