Table of Content

    Do you want to start a Wine Bar business plan?

    Wine bars have become very popular in the last few decades, with wine enthusiasts coming forward to increase their popularity. Even though it is a small niche right now, there is a big potential in the market. 

    The business operations are linked in such a way that you need to come up with a great strategy for business plan to successfully run this business.

    One of the most important aspects of developing a good business plan for a wine bar or any other business is novelty and market requirements. And both of those aspects can be handled by making a detailed business plan. 

    So, if you want to learn how to start a wine bar business, you can follow this business plan. Here, we are presenting the plan for Bouquet & Notes. For reference, you can also look at a relevant plan like business plan for a bar. However, most of your attention should be directed toward plans that are specific to your business.

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    Executive Summary

    2.1 The Business

    Bouquet & Notes will be a trendy and classy wine bar started by Angela Hopkins. The bar won’t just target established wine lovers, but it will also cater to new wine enthusiasts by providing them opportunities to learn and explore. In this way, it won’t be a closed club but rather a community experience. 

    2.2 Operations of Wine Bar Company

    Opening a wine shop business plan includes thorough planning. You have to figure out logistics, finances, locations, marketing, and much more. For her wine bar business plan template, Angela decided to plan out the basic operations of Bouquet & Notes so that it would be easier to map the business later on. 

    Angela knew that a good wine bar business plan sample is necessary to stay on track and get loans from banks for business expansion. Therefore, she decided to invest in developing the wine bar business plan pdf that is shown here. 

    2.3 Customers of Wine Bar Company

    The customers of Bouquet & Notes will belong to a specific niche of people interested in wine. However, as far as work and living styles are concerned, there will be a wide variety. Some of the main customer groups will include:

    • Young Wine Enthusiasts
    • Established Wine Experts
    • Recreational Drinkers
    • Vacationers 

    2.4 Business Target

    The target of the business is to expand the wine tasting and bar business to also serve the young customer group who doesn’t always have the collections to develop their taste. 

    The targets we want to achieve financially are as follows:

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    Company Summary

    3.1 Company Ownership & Management

    Bouquet & Notes will not only be owned but also primarily managed by Angela Hopkins. Angele has developed this business plan for a wine bar. She did her MBA, after which she ran her own winery business successfully for ten years. Her experience in the domain allowed her to venture out and start Bouquet & Notes. 

    3.2 History of Bouquet & Notes

    Angela was always a wine enthusiast but due to the lack of resources, couldn’t reap the benefits until a very late age. Therefore, she decided that she would open a wine bar for all the people like her who love wine but aren’t able to afford private collections. Thus, this wine bar business plan template was developed as soon as she managed to get a hold of financial resources. 

    3.3 How the Wine Bar company will be started

    Step1: Specify Your Idea

    Before you proceed any further with a business idea you have, there is always a need to validate it. Angela knew that she had a good and novel idea; however, she needed to ensure that it would work in the market. Therefore, she developed this wine bar business plan pdf and conducted market research to estimate sales and revenue for 3 years. 

    Step2: Define the Brand

    Once Angela verified that her idea could work in the market, she set out to define the basic idea of the business in the sample wine bar business plan. In this plan, she included things like the services, customer groups, sales strategy, and financial analysis. 

    Step3: Find a Location 

    The nature of Bouquet & Notes as a business demands a good location as well. Knowing the importance of a classy yet visible location for the bar, Angela set out to see which bars were available to rent out in the Portland market so she could add the details to her wine bar startup business plan. 

    Step4: Establish a Network

    One of the most important things in a wine bar business is the exclusivity of the targeted customer domain. Angela knew that her business was perfect for people who loved wine. Therefore, she decided to talk to local vineyards, restaurants, and bars immediately to start building a network that would help her in opening a wine bar business plan

    Step5: Registration & Licenses 

    Selling wine in Portland requires a liquor license. Therefore, Angela decided not only to get the business registered but also to start the process of getting the liquor license.

    Start-up Expenses  
    Legal $122,400
    Consultants $0
    Insurance $25,100
    Rent $32,200
    Research and Development $10,000
    Expensed Equipment $52,200
    Signs $3,400
    Start-up Assets $251,400
    Cash Required $122,000
    Start-up Inventory $35,100
    Other Current Assets $251,000
    Long-term Assets $212,000
    TOTAL ASSETS $871,500
    Total Requirements $1,116,800
    Start-up Expenses to Fund $245,300
    Start-up Assets to Fund $871,500
    Non-cash Assets from Start-up $1,158,000
    Cash Requirements from Start-up $122,000
    Additional Cash Raised $50,000
    Cash Balance on Starting Date $32,000
    TOTAL ASSETS $1,362,000
    Liabilities and Capital
    Liabilities $18,200
    Current Borrowing $0
    Long-term Liabilities $0
    Accounts Payable (Outstanding Bills) $62,200
    Other Current Liabilities (interest-free) $0
    Planned Investment $1,116,800
    Investor 1 $0
    Investor 2 $0
    Other $0
    Additional Investment Requirement $0
    Loss at Start-up (Start-up Expenses) $164,800
    TOTAL CAPITAL $1,281,600
    Total Funding $1,116,800
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    The backbone of every business and thus a business plan, even a fruit juice bar business plan, is its services. The nature and quality of services determine how successful a business will be. For her wine bar business model, Angela decided to filter down her services to reach a compromise between a regular bar and a wine club. If you are opening a wine bar, you should also make your services unique to your business. 

    In this wine bar startup business plan, we are describing the services that will be offered by Bouquet & Notes. You can take help from this sample or other wine bar business plans to decide on the services that will be provided by your business. 

    • Guided Wine Tastings

    Bouquet & Notes will provide a guided session of wine tasting every week for beginners who are enthusiastic about learning but don’t necessarily have the resources and wine collection. This will be the main offering by Bouquet & Notes as it is a unique offer from our business. 

    • Wine Clubs

    We will also provide our customers the opportunity to join wine clubs through which they can meet fellow wine enthusiasts of the same expertise level. As part of these clubs, we will offer regular events with a customized selection of exquisite wines. 

    • Wine Enthusiast Events

    Our business will hold monthly wine enthusiast events across town to increase the attraction for the business and encourage people to become wine enthusiasts. 

    • VIP Wine Events

    For our more experienced customers who can afford a higher range selection of wines, we will offer specialized VIP wine tasting events where they can access a greater range of wines.

    Marketing Analysis of Wine Bar Company

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    If you’re looking to learn how to open a wine bar business, you will need to fine-tune the details about your market. As a business, you need to focus on your marketing plan as well. To plan out her wine bar marketing plan, Angela decided to learn in-depth about her target market. 

    In this wine bar business plan sample, we will be detailing marketing details acquired by Bouquet & Notes through the analysis of past, present, and future market trends. To learn how to make a free wine bar business plan, you can study this wine bar business plan example developed by Angela. You can also consult other plans like sports bars business plan

    Below, we are detailing the market trends for wine bars and the customer details for the wine bar business plan for Bouquet & Notes. You can take help from here to learn how to start a wine bar business of your own. 

    5.1 Market Trends

    According to Statista, the market size of the wine bar industry was valued at $1.93 billion in 2021, which saw an increase from $1.73 billion in the year 2020. This shows that the demand for wine bars is steadily increasing in the market. Now more than ever, people look forward to relaxing wine-tasting events for vacations and office get-togethers. Therefore, this is a great time to invest in a business plan wine bar enoteca. 

    5.2 Marketing Segmentation

    The potential customer groups determined through a market analysis in business plan for wine bar are as follows:

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    5.2.1 Young Wine Enthusiasts

    One of the biggest customer groups that Bouquet & Notes wants to target is the young adults who appreciate wine but are limited in their experiences because of a lack of resources and opportunity. We will provide them with a place to start and learn more without being judged. 

    5.2.2 Veterans

    We will also be catering to established wine appreciators who love wine tasting and trips through vineyards. We will provide them with a place to interact with people who share the same passion for wine as them. 

    5.2.3 Recreational Drinkers

    This will be our third target group of customers. We will mostly attract them through our regular wine tasting events. This group will include office colleagues and friends. 

    5.2.4 Vacationers 

    Lastly, we will also cater to vacationers who are interested in trips through vineyards and guided tours and tastings.

    Market Analysis
    Potential Customers Growth Year 1 Year 2 Year 3 Year 4 Year 5 CAGR
    Young Enthusiasts 32% 57,700 69,240 83,088 99,706 119,647 10.00%
    Veterans 33% 47,100 56,520 67,824 81,389 97,667 10.00%
    Recreational Drinkers 26% 22,100 26,520 31,824 38,189 45,827 10.00%
    Vacationers 17% 20,100 24,120 28,944 34,733 41,679 11.00%
    Total 100% 147,000 176,400 211,680 254,016 304,819 10%

    5.3 Business Target

    The business targets Angela decided to add to the business plan for a wine bar include:

    • To become a blend of classic wine bars and rejuvenated bars.
    • To offer our services to an expanding customer range through time.
    • To provide a greater wine collection each year.
    • To gain a net profit of $30k/ month by the end of the first six months to gradually improve wine collection.

    5.4 Product Pricing

    Our prices will be similar to the market baselines in the industry. However, we will offer flexible packages for young adults as well as wine enthusiasts.

    Marketing Strategy

    When you have learned how to open a wine bar, you should start learning about your competitors and market. One of the most important steps to opening a wine bar is to understand that marketing matters a lot. It can dictate the loss of a good business and the success of a bad one as it is essential for every plan, even a business plan for a cat cafe. 

    To gain attention amongst her competitors, Angela had not only to come up with a unique business model but also a business plan for a wine bar that would put her over the top. And the best way to do that was through a detailed marketing analysis of the wine bar industry. 

    Below are described the competitive advantages that Bouquet & Notes has over other businesses in the same niche. You can follow the structure to add a marketing analysis to your own business plan wine bar. 

    6.1 Competitive Analysis

    • We cater to a flexible range of customers, from beginners to advanced.
    • We provide budget-friendly packages for enthusiasts who don’t have a lot of resources.
    • We have professional sommeliers to guide wine tastings and vineyard strolls.

    6.2 Sales Strategy

    • We will provide discounts to first-time wine tasters at all regular events.
    • We will advertise through all physical and online networks.
    • We will organize small free wine events throughout the city.

    6.3 Sales Monthly

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    6.4 Sales Yearly

    6.5 Sales Forecast

    Sales Forecast      
    Unit Sales Year 1 Year 2 Year 3
    Guilded Wine Tastings 2,350 2,491 2,640
    Wine Clubs 2,500 2,650 2,809
    Enthusiast Events 1,540 1,632 1,730
    VIP Wine Events 1,200 1,272 1,348
    TOTAL UNIT SALES 7,590 8,045 8,528
    Unit Prices Year 1 Year 2 Year 3
    Guilded Wine Tastings $200.00 $232.00 $269.12
    Wine Clubs $250.00 $290.00 $336.40
    Enthusiast Events $250.00 $290.00 $336.40
    VIP Wine Events $500.00 $580.00 $672.80
    Guilded Wine Tastings $470,000.00 $577,912.00 $710,600.60
    Wine Clubs $625,000.00 $768,500.00 $944,947.60
    Enthusiast Events $385,000.00 $473,396.00 $582,087.72
    VIP Wine Events $600,000.00 $737,760.00 $907,149.70
    TOTAL SALES $2,080,000.00 $2,557,568.00 $3,144,785.61
    Direct Unit Costs Year 1 Year 2 Year 3
    Guilded Wine Tastings $80.00 $88.00 $92.40
    Wine Clubs $100.00 $110.00 $115.50
    Enthusiast Events $100.00 $110.00 $115.50
    VIP Wine Events $150.00 $165.00 $173.25
    Direct Cost of Sales
    Guilded Wine Tastings $188,000.00 $219,208.00 $243,978.50
    Wine Clubs $250,000.00 $291,500.00 $324,439.50
    Enthusiast Events $154,000.00 $179,564.00 $199,854.73
    VIP Wine Events $180,000.00 $209,880.00 $233,596.44
    Subtotal Direct Cost of Sales $772,000.00 $900,152.00 $1,001,869.18

    Personnel plan

    Every business plan for a wine bar, even a hot dog stand business plan has some details about the personnel that will be required for the smooth running of the business. Angela wondered how to start a wine bar with the right number of employees. The list of employees she prepared is given below in this business plan for wine bar

    7.1 Company Staff

    • 1 Manager
    • 4 Sommeliers
    • 3 General Guides
    • 2 Receptionists
    • 1 Sales Executive 
    • 2 General Cleaners
    • 5 Waiters

    7.2 Average Salary of Employees

     Personnel Plan      
    Year 1 Year 2 Year 3
    Manager $30,000 $33,000 $36,300
    Sommeliers $245,000 $269,500 $296,450
    General Guides $125,000 $137,500 $151,250
    Receptionists $62,500 $68,750 $75,625
    Sales Executive $22,500 $24,750 $27,225
    General Cleaners $22,500 $24,750 $27,225
    Waiters $42,500 $46,750 $51,425
    Total Salaries $550,000 $605,000 $665,500

    Financial Plan

    Starting a wine bar costs almost as much as starting any other regular business. The costs are more dependent on the scale, location, and type of business. For starting a wine bar business, Angela decided to figure out the costs involved to keep the business afloat while it gained customers. 

    In this wine bar business plan template, there is a complete analysis of costs of operations vs. the price of products and services. This information is essential for every business plan despite the nature of the business. So, even an Indian restaurant business plan will require a financial analysis to get started. 

    Here, we are providing the financial analysis details for Bouquet & Notes for further guidance and clarification:

    8.1 Important Assumptions

     General Assumptions      
    Year 1 Year 2 Year 3
    Plan Month 1 2 3
    Current Interest Rate 8.12% 8.20% 8.26%
    Long-term Interest Rate 8.40% 8.44% 8.47%
    Tax Rate 24.03% 24.21% 24.60%
    Other 0 0 0
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    8.2 Break-even Analysis

     Break-Even Analysis  
    Monthly Units Break-even 5340
    Monthly Revenue Break-even $132,500
    Average Per-Unit Revenue $231.00
    Average Per-Unit Variable Cost $0.62
    Estimated Monthly Fixed Cost $163,800

    8.3 Projected Profit and Loss

     Pro Forma Profit And Loss    
    Year 1 Year 2 Year 3
    Sales $2,080,000 $2,557,568 $3,144,786
    Direct Cost of Sales $772,000 $900,152 $1,001,869
    Other $0 $0 $0
    TOTAL COST OF SALES $772,000 $900,152 $1,001,869
    Gross Margin $1,308,000 $1,657,416 $2,142,916
    Gross Margin % 62.88% 64.80% 68.14%
    Payroll $550,000 $605,000 $665,500
    Sales and Marketing and Other Expenses $145,000 $148,000 $156,000
    Depreciation $2,300 $2,350 $2,500
    Leased Equipment $0 $0 $0
    Utilities $2,900 $3,000 $3,100
    Insurance $2,100 $2,100 $2,100
    Rent $2,900 $3,000 $3,200
    Payroll Taxes $24,000 $25,000 $27,000
    Other $0 $0 $0
    Total Operating Expenses $729,200 $788,450 $859,400
    Profit Before Interest and Taxes $578,800 $868,966 $1,283,516
    EBITDA $578,800 $868,966 $1,283,516
    Interest Expense $0 $0 $0
    Taxes Incurred $115,760 $173,793 $256,703
    Net Profit $463,040 $695,173 $1,026,813
    Net Profit/Sales 22.26% 27.18% 32.65%

    8.3.1 Profit Monthly

    8.3.2 Profit Yearly

    8.3.3 Gross Margin Monthly

    8.3.4 Gross Margin Yearly

    8.4 Projected Cash Flow

     Pro Forma Cash Flow      
    Cash Received Year 1 Year 2 Year 3
    Cash from Operations
    Cash Sales $51,000 $55,080 $59,486
    Cash from Receivables $22,000 $23,760 $25,661
    SUBTOTAL CASH FROM OPERATIONS $73,000 $79,570 $85,936
    Additional Cash Received
    Sales Tax, VAT, HST/GST Received $0 $0 $0
    New Current Borrowing $0 $0 $0
    New Other Liabilities (interest-free) $0 $0 $0
    New Long-term Liabilities $0 $0 $0
    Sales of Other Current Assets $0 $0 $0
    Sales of Long-term Assets $0 $0 $0
    New Investment Received $0 $0 $0
    SUBTOTAL CASH RECEIVED $74,000 $79,000 $85,000
    Expenditures Year 1 Year 2 Year 3
    Expenditures from Operations
    Cash Spending $42,000 $42,000 $45,000
    Bill Payments $27,000 $28,000 $31,000
    SUBTOTAL SPENT ON OPERATIONS $69,000 $70,000 $76,000
    Additional Cash Spent
    Sales Tax, VAT, HST/GST Paid Out $0 $0 $0
    Principal Repayment of Current Borrowing $0 $0 $0
    Other Liabilities Principal Repayment $0 $0 $0
    Long-term Liabilities Principal Repayment $0 $0 $0
    Purchase Other Current Assets $0 $0 $0
    Purchase Long-term Assets $0 $0 $0
    Dividends $0 $0 $0
    SUBTOTAL CASH SPENT $69,000 $74,520 $80,482
    Net Cash Flow $21,000 $23,000 $25,000
    Cash Balance $27,000 $30,000 $33,000

    8.5 Projected Balance Sheet

     Pro Forma Balance Sheet    
    Assets Year 1 Year 2 Year 3
    Current Assets
    Cash $275,000 $308,000 $338,800
    Accounts Receivable $24,000 $26,880 $30,213
    Inventory $4,300 $4,816 $4,900
    Other Current Assets $1,000 $1,000 $1,000
    TOTAL CURRENT ASSETS $282,000 $315,840 $355,004
    Long-term Assets
    Long-term Assets $10,000 $10,000 $10,000
    Accumulated Depreciation $19,400 $21,728 $24,444
    TOTAL LONG-TERM ASSETS $24,400 $27,328 $30,744
    TOTAL ASSETS $294,000 $329,280 $370,440
    Liabilities and Capital Year 4 Year 5 Year 6
    Current Liabilities
    Accounts Payable $18,700 $20,944 $23,541
    Current Borrowing $0 $0 $0
    Other Current Liabilities $0 $0 $0
    SUBTOTAL CURRENT LIABILITIES $19,000 $21,280 $23,919
    Long-term Liabilities $0 $0 $0
    TOTAL LIABILITIES $15,000 $16,800 $18,883
    Paid-in Capital $30,000 $30,000 $31,000
    Retained Earnings $53,000 $57,770 $63,547
    Earnings $193,400 $210,806 $231,887
    TOTAL CAPITAL $285,000 $310,650 $341,715
    TOTAL LIABILITIES AND CAPITAL $300,000 $329,280 $370,440
    Net Worth $293,400 $319,806 $351,787

    8.6 Business Ratios

     Ratio Analysis        
    Year 1 Year 2 Year 3 INDUSTRY PROFILE
    Sales Growth 7.25% 8.03% 8.90% 3.00%
    Percent of Total Assets
    Accounts Receivable 9.21% 10.20% 11.31% 9.80%
    Inventory 5.39% 5.97% 6.62% 9.90%
    Other Current Assets 2.11% 2.34% 2.59% 2.40%
    Total Current Assets 149.80% 151.00% 152.00% 158.00%
    Long-term Assets 11.55% 11.60% 11.64% 12.00%
    TOTAL ASSETS 100.00% 100.00% 100.00% 100.00%
    Current Liabilities 4.90% 4.94% 4.98% 4.34%
    Long-term Liabilities 0.00% 0.00% 0.00% 0.00%
    Total Liabilities 7.59% 7.65% 7.72% 7.38%
    NET WORTH 100.45% 101.25% 102.19% 110.00%
    Percent of Sales
    Sales 100.00% 100.00% 100.00% 100.00%
    Gross Margin 94.60% 97.15% 99.87% 99.00%
    Selling, General & Administrative Expenses 93.56% 96.09% 98.78% 97.80%
    Advertising Expenses 1.52% 1.56% 1.60% 1.40%
    Profit Before Interest and Taxes 41.50% 42.62% 43.81% 33.90%
    Main Ratios
    Current 34 35 36 32
    Quick 33 33.8 34.645 33
    Total Debt to Total Assets 0.18% 0.18% 0.17% 0.40%
    Pre-tax Return on Net Worth 74.08% 74.89% 75.00% 75.00%
    Pre-tax Return on Assets 96.30% 101.12% 106.17% 111.30%
    Additional Ratios Year 1 Year 2 Year 3
    Net Profit Margin 33.56% 34.60% 35.67% N.A.
    Return on Equity 55.80% 57.53% 59.31% N.A.
    Activity Ratios
    Accounts Receivable Turnover 7.7 7.8 7.8 N.A.
    Collection Days 100 100 100 N.A.
    Inventory Turnover 32.4 34.02 35 N.A.
    Accounts Payable Turnover 15.6 16 16.3 N.A.
    Payment Days 27 27 27 N.A.
    Total Asset Turnover 2.5 2.5 2.6 N.A.
    Debt Ratios
    Debt to Net Worth -0.04 -0.03 -0.04 N.A.
    Current Liab. to Liab. 1 1 1 N.A.
    Liquidity Ratios
    Net Working Capital $244,000 $257,664 $272,093 N.A.
    Interest Coverage 0 0 0 N.A.
    Additional Ratios
    Assets to Sales 0.85 0.87 0.89 N.A.
    Current Debt/Total Assets 1% 0% 0% N.A.
    Acid Test 29 29.12 29.16 N.A.
    Sales/Net Worth 2.1 2.2 2.2 N.A.
    Dividend Payout 0 0 0 N.A.



    • How do you make a business plan for a wine bar?

    You can learn how to open a wine bar through a well-developed business plan. To make a business plan, you have to follow the steps mentioned above with examples from the startup, Bouquet & Notes.

    • How do you make wine bars?

    You can learn how to set up a wine bar by following a business plan like the one shown above.

    • How much does it cost to open a wine bar in the UK?

    The costs of opening a wine bar depend on the scale of the business and the range of its services. So opening a small wine bar will cost less than a large one. The exact cost can only be determined after drafting a startup costs table.

    • How do you write a wine bar proposal?

    Setting up a wine bar proposal requires in-depth research of business viability, market, and required services. You can write it by gathering the info, sorting things out, setting goals, and following a business plan template.


    Download wine bar business plan sample in pdf