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:

Franchise Business Planning 
Helps the franchisee get business case approval from the franchisor

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 
Research and Development$10,000
Expensed Equipment$52,200
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 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 
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
Additional Investment Requirement$0
Loss at Start-up (Start-up Expenses)$164,800
Total Funding$1,116,800
Any questions? Get in Touch!


    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

    Valentin Marinov

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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:

    Business plan for investors

    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 CustomersGrowthYear 1Year 2Year 3Year 4Year 5CAGR
    Young Enthusiasts32%57,70069,24083,08899,706119,64710.00%
    Recreational Drinkers26%22,10026,52031,82438,18945,82710.00%

    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 SalesYear 1Year 2Year 3
    Guilded Wine Tastings2,3502,4912,640
    Wine Clubs2,5002,6502,809
    Enthusiast Events1,5401,6321,730
    VIP Wine Events1,2001,2721,348
    TOTAL UNIT SALES7,5908,0458,528
    Unit PricesYear 1Year 2Year 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 CostsYear 1Year 2Year 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 1Year 2Year 3
    General Guides$125,000$137,500$151,250
    Sales Executive$22,500$24,750$27,225
    General Cleaners$22,500$24,750$27,225
    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 1Year 2Year 3
    Plan Month123
    Current Interest Rate8.12%8.20%8.26%
    Long-term Interest Rate8.40%8.44%8.47%
    Tax Rate24.03%24.21%24.60%
    Any questions? Get in Touch

    8.2 Break-even Analysis

     Break-Even Analysis 
    Monthly Units Break-even5340
    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 1Year 2Year 3
    Sales$2,080,000 $2,557,568 $3,144,786
    Direct Cost of Sales$772,000 $900,152 $1,001,869
    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%
    Sales and Marketing and Other Expenses$145,000$148,000$156,000
    Leased Equipment$0$0$0
    Payroll Taxes$24,000$25,000$27,000
    Total Operating Expenses$729,200 $788,450 $859,400
    Profit Before Interest and Taxes$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/Sales22.26%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 ReceivedYear 1Year 2Year 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
    ExpendituresYear 1Year 2Year 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
    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  
    AssetsYear 1Year 2Year 3
    Current Assets   
    Accounts Receivable$24,000$26,880$30,213
    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 CapitalYear 4Year 5Year 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
    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 1Year 2Year 3INDUSTRY PROFILE
    Sales Growth7.25%8.03%8.90%3.00%
    Percent of Total Assets    
    Accounts Receivable9.21%10.20%11.31%9.80%
    Other Current Assets2.11%2.34%2.59%2.40%
    Total Current Assets149.80%151.00%152.00%158.00%
    Long-term Assets11.55%11.60%11.64%12.00%
    TOTAL ASSETS100.00%100.00%100.00%100.00%
    Current Liabilities4.90%4.94%4.98%4.34%
    Long-term Liabilities0.00%0.00%0.00%0.00%
    Total Liabilities7.59%7.65%7.72%7.38%
    NET WORTH100.45%101.25%102.19%110.00%
    Percent of Sales    
    Gross Margin94.60%97.15%99.87%99.00%
    Selling, General & Administrative Expenses93.56%96.09%98.78%97.80%
    Advertising Expenses1.52%1.56%1.60%1.40%
    Profit Before Interest and Taxes41.50%42.62%43.81%33.90%
    Main Ratios    
    Total Debt to Total Assets0.18%0.18%0.17%0.40%
    Pre-tax Return on Net Worth74.08%74.89%75.00%75.00%
    Pre-tax Return on Assets96.30%101.12%106.17%111.30%
    Additional RatiosYear 1Year 2Year 3 
    Net Profit Margin33.56%34.60%35.67%N.A.
    Return on Equity55.80%57.53%59.31%N.A.
    Activity Ratios    
    Accounts Receivable Turnover7.77.87.8N.A.
    Collection Days100100100N.A.
    Inventory Turnover32.434.0235N.A.
    Accounts Payable Turnover15.61616.3N.A.
    Payment Days272727N.A.
    Total Asset Turnover2.52.52.6N.A.
    Debt Ratios    
    Debt to Net Worth-0.04-0.03-0.04N.A.
    Current Liab. to Liab.111N.A.
    Liquidity Ratios    
    Net Working Capital$244,000$257,664$272,093N.A.
    Interest Coverage000N.A.
    Additional Ratios    
    Assets to Sales0.850.870.89N.A.
    Current Debt/Total Assets1%0%0%N.A.
    Acid Test2929.1229.16N.A.
    Sales/Net Worth2.12.22.2N.A.
    Dividend Payout000N.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