1.0 Executive Summary The first paragraph of this executive summary should give a brief description of the business to which this budget applies. Very briefly describe the products and services of this company, the geography or demographics of the customers it serves, and why people purchase the main product of this business. Much or all of this will be found in the business profile provided to you. Please use your own words, and please do not simply copy and paste the explanation in the course materials. Make assumptions if necessary. Also, provide a second paragraph that describes how the budget supports the company’s strategy. Finally, provide a third paragraph where you summarize the key points from your budget, including the planning horizon; the amount of up-front investment; the NPV, payback, and IRR of the project; and key figures from your income statement, cash budget, and balance sheet. Remember, this is not a thesis or introduction of what you will talk about—it contains the major, specific content of each section. The second and third paragraph should be written after you have completed all other sections of this template. As you complete sections of this template, please remove all italicized text in all sections of this template and replace it with your own or you will lose points! ? Business Profile: Papa Geo’s—Restaurant ? ? Vision ? ? The vision of the entrepreneur is to create a single-location, sit-down Italian restaurant called Papa Geo’s. The goal is to generate an income of $40,000 per year, starting sometime in the second year of operation, as wells as profit that is at least 2% of sales. ? ? Strategy ? ? a) Market Focus and Analysis ? The restaurant targets middle- to lower middle-class families with children, as well as adults and seniors, located in Orlando, Florida. The area within 15 minutes of the store has 10,000 families, mostly from lower to middle-class neighborhoods. Average family size is four people per household. There is no direct competition; however, there are fast food restaurants like McDonald’s, Taco Bell, and Wendy’s in the geographical target market. The lower to middle-class population is growing at about 6% per year over the next 5 years in this area. ? ? b) Product ? The product is Italian food served buffet style, in an all-you-can-eat format, with a salad bar, pizza, several different types of pasta with three or four types of sauces, soup, desserts, and a self-serve soda bar. The restaurant is also to have a 500 square foot gaming area that has game machines that children would be interested in using. ? ? c) Basis of Competition ? Customers come to this restaurant because of the good Italian food at a low price—you can get a meal for $7, including drinks. Customers also eat at Papa Geo’s due to the cleanliness of the facility, the speed of getting seated and served, and the game machines that keep the children busy while adults enjoy their meal. ? ? Start-Up Requirements* ? ? Given Costs • The cost of registering a limited liability company in Florida—filing fees listed at the bottom of the application located at http://form.sunbiz.org/pdf/cr2e047.pdf • Renovation of the facility expected to cost $15,000 • Business insurance, estimated at $1,000 per year • Health and other benefits at 20% of the salaries of the manager and assistant manager ? Costs you should estimate through research, experience, or other methods • Soda fountain bar $1,050.00 • Two pizza ovens $33,664.00 • Salad and pizza/dessert bar $2,500.00 • Approximately 100 square foot commercial refrigerator $6,660.00 • Two cash registers $712.00 • Six video game machines $8,200.00 • Management office with desk and lower priced laptop computer $1,500.00 • Staff lunchroom equipment such as microwave, sink, cupboards, and refrigerator $500.00 • 20 four-seat tables with chairs $ 1,000.00 • Busing cart for transporting dirty dishes from the dining area to the dishwashing area $100.00 • 140 sets of dishes, inc…

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