How to write a Bagel Shop Business Plan
In the video above, Dr. Paul Borosky, MBA, explains practical tips for writing a bagel shop business plan. He covers a clean cover page, an executive summary that tells a clear story (company, market, financial highlights, funding), and a correct SWOT structure (internal vs. external). He also notes template requirements, tutorials, and paid mentoring/custom services.
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Transcript: How to Write a Bagel Shop Business Plan
Introduction
Hey y’all, my name is Paul Borosky, and I am the owner of Quality Business Plan.
Today, I’m sharing tips and tricks for writing a Bagel Shop Business Plan. First, a quick background about me—who I am, what I do, and why I do it—then we’ll dive into the tips.
Tip #1: Keep the Cover Page Clean
I often receive plans with cluttered cover pages—addresses, phone numbers, giant logos—so it’s unclear what the document even is.
My approach:
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Top: Company Name
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Middle: Logo (ideally bagel-themed)
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Bottom: Explicitly state “Business Plan.”
There are many types of plans (operations, marketing, strategic). Remove doubt—label this one clearly.
Tip #2: Executive Summary That Tells a Story
Most readers will only read the Executive Summary end to end. Make it concise and complete:
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Company Summary – Who you are and what you do.
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Target Market – Who you serve and how.
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Financial Highlights – The “climax”: projected revenues, costs, and net profits if you execute your plan.
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Funding Request – The “conclusion”: how much you need (debt or equity), expected terms, and repayment approach.
This structure communicates what the business will do, how it will do it, and the expected results—fast.
Tip #3: SWOT Done Right
SWOT = Strengths, Weaknesses, Opportunities, Threats.
The common mistake is mixing internal and external factors. Keep them separate:
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Strengths (Internal): Within your control. Example: having a documented business plan—most competitors don’t.
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Weaknesses (Internal): Within your company. Example: startup status.
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Opportunities (External): Market factors you don’t control. Example: broad appeal across customer segments.
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Threats (External): Competitors and market pressures you don’t control.
This correct structure keeps your analysis useful and focused.
Conclusion, Templates, and Support
If you’re interested in my business plan template, it includes a customizable Word document and a basic industry-aligned financial model. I also provide tutorials (accessible before or after purchase).
Requirements: Microsoft Word and Excel.
Questions before purchasing? Call, text, or email me.
After purchase, I don’t offer free phone support—mentoring is available as a paid service.
Want to browse templates or hire a professional to write your plan or build your financial projections? Reach out or visit my pricing page.
Please subscribe to the channel—and as always, go out, make a little bit of money, and have a great day. Thank you!
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About Dr. Paul Borosky, MBA, DBA.
Dr. Paul Borosky, MBA., DBA. is a published author, business plan writer, and business consultant with 14+ years of experience. Founder of Dr. Paul's Organize-Plan-Grow Strategy, Paul has written hundreds of SBA- and investor-ready business plans and provides fractional CFO/COO services nationwide. He also shares free tutorials and insights through his YouTube channel, guiding entrepreneurs on financial models, cash flow, and business growth strategies.