Free Small Grocery Store Business Plan PDF; How to Start a Small Grocery Store

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Here's a Sample 'Executive Summary' for a Grocery Store Business plan:

COMPANY NAME is a small town supermarket located in Mountainair, New Mexico. 

COMPANY NAME
Owner:  INSERT NAME
INSERT ADDRESS
Phone: 
Email: 

Being a sole community provider, the market offers grocery products to the local community and surrounding area of approximately 4,000 citizens.  Often referenced as a pillar of the community, the community's viability is dependent upon the success of their local market.  Without a successful pillar, such as the market, the community would falter and gradually deteriorate.  It has been frequently referenced that a healthy community is dependent upon the success of its businesses.

The market is seeking grant funding to assist with greater development efforts and to provide opportunities for further growth.  The building was erected in the 1920's and has received limited upgrades to support the need for energy efficient building infrastructure and equipment.  This funding will provide the necessary first steps for improving and expanding the services and enhancing the markets continued success in the community. 

Prior to March 1, 2007, annual sales of the market topped $500,000 with net incomes of approximately $15,000.  With only minor enhancements to the market and the addition of product, annual sales have topped $1.1 million and net income has grown to over $60,000 annually.  The community has responded positively to minor changes to the market and continues to praise the owners for "saving their community." 

COMPANY NAME is anticipating the receipt of funding in the amount of $600,000 in the 3rd or 4th quarter of 2010 to finance the upgrades and additions to the market.

1.1 Objectives

• Expand building to increase product selection and services.
• Replace existing equipment in facility to provide an energy efficient environment.   
• Introduce deli/coffee shop by creating commercial kitchen, involving local patrons to prepare local favorites.
• Restore building’s historical charm by providing necessary building upgrades.
• Boost image and awareness by establishing baseline customer satisfaction of 100%.

1.2 Mission

COMPANY NAME is committed to satisfying customers by providing a broad selection of high quality and competitively priced products as well as exceptional customer service.  The focus of COMPANY NAME is to create an environment that is warm, friendly, and clean.  We are committed to our employees by treating them with respect, fairness and integrity and exposing them to an atmosphere that fosters teamwork and professional development. 

The suppliers of COMPANY NAME are also partners in the success of the company and we expect the same in return.  It is our responsibility to be active stewards in our communities and to promote local involvement. 

1.3 Keys to Success

  The keys to success for COMPANY NAME are:

• Quality products and friendly service.
• Maintaining existing loyal customer base.
• Creating a positive relationship within the community.

2.0 Company Summary

The building that is currently home to COMPANY NAME was originally the local community bakery  The building was constructed in the 1920's and then transformed into the general mercantile store in the 1950's and continued as such until the 1980's.  Because of distributor requirements to order certain quantities, the store dropped non-food items and continued to sell only food items, health/beauty, and household goods. 
COMPANY NAME, originated on March 1, 2007.  The business partners structured the business into two corporations; COMPANY NAME is the grocery business and INSERT NAME purchased owns the building the COMPANY NAME leases for the business.  The lease is self renewing and is $1,710.00 monthly.  The building is approximately 7,000 sq. ft. of which approximately 5,500 sq. ft. is actual product display and the remainder is warehouse/storage.  Adjacent to the building is the store parking lot.  The grocery store provides a broad range of store brand and national products of general grocery items.  Because of the diverse population, the store also contains several gourmet and natural/organic products and produce. The owners of COMPANY NAME have partnered with local produce and meat farms to make local products available to the community.   All meat is cut locally and is sold fresh daily.  Several customers travel for miles to purchase the bologna and Longhorn Colby cheese as well as other meats and cheeses.  The customers have confirmed their loyalty to our market by stating, that they will not purchase meat form any other market.   

 2.1 Company Ownership

COMPANY NAME is a limited liability corporation owned and operated by INSERT NAME(s) each with a 50% share of ownership

2.2 Company History

COMPANY NAME was purchased by the current owners INSERT NAME(s) in March 2007.  The annual sales were approximately $500K with a net income of approximately $15K.  After installing new shelving, increasing product selection, and including bi-weekly sales, COMPANY NAME has more than doubled annual sales and has shown a net income of approximately $60K for the past two years. 

Table: Past Performance

Past Performance
	2007	2008	2009
Sales	$733,439	$1,159,101	$1,220,803
Gross Margin	$125,004	$297,359	$333,947
Gross Margin %	17.04%	25.65%	27.35%
Operating Expenses	$257,014	$234,971	$269,735
Inventory Turnover	15.37	19.06	17.44
Balance Sheet
	2007	2008	2009
Current Assets
Cash	$30,563	$57,400	$80,328
Inventory	$39,594	$50,851	$50,851
Other Current Assets	$3,656	$3,595	$44,492
Total Current Assets	$73,813	$111,847	$175,671
Long-term Assets
Long-term Assets	$85,255	$86,031	$94,357
Accumulated Depreciation	$85,255	$86,031	$94,357
Total Long-term Assets	$0	$0	$0
Total Assets	$73,813	$111,847	$175,671
Current Liabilities
Accounts Payable	$0	$0	$22,301
Current Borrowing	$0	$0	$35,000
Other Current Liabilities (interest free)	$13,548	$0	$3,706
Total Current Liabilities	$13,548	$0	$61,007
Long-term Liabilities	$0	$0	$39,454
Total Liabilities	$13,548	$0	$100,461
Paid-in Capital	$182,454	$43,025	$43,025
Retained Earnings	($339,454)	$45,179	$2,041
Earnings	$217,265	$23,643	$30,145
Total Capital	$60,265	$111,847	$75,211
Total Capital and Liabilities	$73,813	$111,847	$175,671
Other Inputs
Payment Days	30	30	30

3.0 Products and Services

COMPANY NAME is a small community grocery store that offers store brand and national brand products.  We offer a meat department where fresh cuts are available daily and there are no pre-package meats for sale.  The store offers home delivery for local residents that are unable to travel to the store for grocery items.  Because of the diversity of the community, gourmet specialty items and natural/organic food products are available.  Supporting "local" is a firm belief of the owners and therefore; have partnered with local farmers for produce and natural/grass fed beef and buffalo.  COMPANY NAME also serves its customers by special ordering items that are not available within the store or that cannot be found at a competitor location. 
COMPANY NAME list of services and customer conveniences include:

• ATM services
• Purified water treatment machine
• The only automated lottery machine in the community
• Central pick up location for United Parcel Services 
• Copying and faxing machines

Once funds are received, the kitchen will be upgraded to a commercial facility.   The upgraded kitchen will allow for single serve prepared foods to be sold.  The residents of the community prepare dishes that everyone enjoys, so the owners of COMPANY NAME will request residents to prepare local favorites, such as breakfast burritos, green/red chili, tamales, pasole, etc. and sell in the market to the community.  A future endeavor of COMPANY NAME will be to construct a casual dining area indoors as well as a patio seating area for coffee/breakfast pastries, deli sandwiches and soup.  The owners are also interested in providing money grams, becoming a full service shipment center, partnering with local artists within the community to display mosaics on exterior store wall, and partnering with local groups to host a farmer's market in the parking lot during the peak growing season.