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CWA's Experience

Capital West Advisors is one of the most experienced food & beverage business planning firms in the U.S. and develops world-class food & beverage business plans. CWA has developed business plans for numerous types of food and beverages including energy drinks, bottled water, liquor, RTD cocktails, soft drinks, juices, baked goods, frozen foods, condiments, and seafood. Prior to Capital West Advisors, CWA has 3 staff members with food & beverage business planning experience. White at Jump Start Business Solutions, Seth Schwartz co-developed the start-up business plan for Think Products (Think Thin), which sold for over $200 million. Capital West Advisors has developed business plans for several food & beverage businesses that secured capital; in 2021, a CWA beverage client secured $6 million.


Unique Elements of a Food or Beverage Business Plan

A food business plan or beverage business plan typically includes a B2B and B2C marketing strategy. The growth strategy and financial strategy should strategically roll-out of the products often with a focus on a regional geographic market prior to a national or global focus. Often, a food or beverage business will need multiple rounds of financing.

The Company Overview should discuss traction and history of the Company including strong existing or prospective B2B customers. The Operational Plan should list the manufacturers, packagers, labelers, and distributors of the business. The Market section should include national and/or global market data and information of the specific category of the food or beverage, a Target Consumer Profile, and a Competitive Analysis or Comparative Analysis of similar food and/or beverage products. A food or beverage business plans is typically approximately 25 to 30 pages in length. Food business plans and beverage business plans typically range from $2250 to $4000 to develop a full business plan.


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