Imagine pouring beer, serving happy customers, and creating that buzzing, welcoming space—it’s the kind of job that doesn’t feel like work right?
But to turn that dream into reality, you need a solid business plan, from figuring out costs to sorting out licenses and everything in between.
That’s what Kyle Vetter, a professional brewer, realized when he started his brewery. He told me how a good business plan helped him manage expenses, attract potential investors, and build a brewery that people love.
This guide is here to help you do the same—step by step, with real-world tips to create a brewery business plan that works.
Why do you need a business plan for a brewery?
Running a brewery is about more than brewing or selling beer. A business plan ensures you have an entire strategy to succeed in a competitive market. It answers critical questions and provides direction for every aspect of your brewery business.
Key questions your business plan will address:
- What sets your brewery apart? Define your unique selling points—whether it’s your beer recipes, atmosphere, or customer experience.
- Who are your target customers? Understand your target audience—craft beer lovers, local patrons, or event seekers.
- What are your costs? Plan for expenses like equipment, ingredients, staff salaries, and marketing efforts.
- How will you grow? Map out plans for expanding distribution, hosting events, or adding new beer varieties.
- How will you stand out in a crowded market? Identify strategies to compete with other breweries in your area.
A business plan isn’t just a document—it’s your roadmap to success. It helps you stay focused, make informed decisions, and create a brewery that stands out and thrives.
How to write a brewery business plan?
Here is a complete guide on how to write a solid brewery business plan:
1. Executive Summary
The executive summary is like the first sip of a perfectly brewed beer—it sets the tone and leaves readers wanting more. It’s a brief section that gives an overview of your entire plan, answering the big question: What’s your brewery all about?
Here’s the thing—this part should be short and sweet. You’re not diving into every little detail (that comes later in the upcoming sections). Instead, you’re giving a quick snapshot of the essentials to grab attention.
Here’s what you’ll include:
- Your brewery concept: What’s the legal and trade name, business address, and beer style you’ll focus on?
- Your audience: Who’s your beer for? Locals, premium beer lovers, or event-goers?
- Your products: A quick mention of your beers—IPAs, lagers, seasonal specials—and any extras like a taproom or events.
- Your business goals: Highlight your big plans, like when you’ll open, growth targets, or funding needs.
A pro tip? Write this section last. Once you’ve nailed the details in the other sections, writing a clear, engaging summary is much easier.
Keep it casual and conversational, like you’re chatting with someone curious about your brewery. Your goal is to leave them excited and ready to explore the rest of your plan.
“When I wrote the business plan summary, I focused on capturing the essence of the brewery—a place where quality beer meets a welcoming community space.
It wasn’t about overloading with details but highlighting the unique flavors, local partnerships, and the growing beer market. My advice? Keep it simple but compelling.” —Kyle Vetter
2. Business Overview
After the executive summary, the business overview section is where you give readers a deeper look at your brewery. This section explains your business, why it exists, and how it’s set up to succeed.
Start with your business concept:
- What type of brewery are you starting?
- Are you focusing on craft beers, seasonal brews, or unique flavors?
- What makes your brewery different from others?
Include your legal structure (LLC, partnership, corporation, etc.) to show how your business is formally organized. A clear business structure not only establishes credibility, but also determines ownership, tax obligations, and liability.
Highlight any necessary permits, such as your brewery license, and approvals from the local government, which are essential for legally operating your brewery.
If there’s a story behind your brewery, share it. Maybe brewing is your lifelong passion or you noticed a demand for quality beer in your area.
Mention your ownership team—who’s involved and what experience they bring.
Add your mission and vision:
- Mission: Why does your brewery exist?
- Vision: What do you want it to become?
This section sets the stage for the rest of your plan!
“Writing the business description section felt like telling the story of the brewery. I focused on what makes it special: small-batch beer with unique flavors and a taproom that feels like a community hub.
The hardest part was keeping it concise, but focusing on our mission—great beer, great people—helped me stay on track.” —Kyle Vetter
3. Market Research
Market research is where you prove your brewery idea is more than just a dream of selling beer—it’s a smart business move.
This is your chance to show you understand your target customers, know the industry trends shaping the craft brewery industry, and have a plan to outshine the competition.
Let’s be real: it’s not just about the numbers. It’s about answering questions like, “Who’s going to drink my beer?” and “Why will they choose my brewery over the others?” This section connects your passion for beer to what your customers actually want.
Here’s how to nail it:
Know your audience: Picture your target market. Are they beer lovers, event-goers, or locals looking for a great hangout? Describe their preferences and why they’ll love your beer.
Spot the market trends: Is there a growing demand for seasonal brews, locally sourced ingredients, or sustainable brewing? Show how your brewery taps into industry trends.
Understand your competition: Who are the other breweries in your area? What do they do well, and where can you do better? Maybe it’s offering unique flavors, hosting events, or creating a stronger community feel.
A thorough market analysis helps you break down your target market potential with a simple TAM, SAM, and SOM analysis. Use this data to back up your brewery’s viability and set the stage for success.
Market Metric | Description |
---|---|
TAM (Total Addressable Market) | The entire craft beer industry. |
SAM (Serviceable Addressable Market) | The local market you can realistically serve. |
SOM (Serviceable Obtainable Market) | The slice you plan to capture. |
Here’s a tip: Don’t just write about the data—tell a story. If your city loves hoppy IPAs or is missing a good spot for brewery tours, show how you’ll fill that gap in the craft beer industry.
“Market analysis was a bit of a slog because the beer market is so competitive. I spent time visiting local markets, reading industry reports, and talking to potential customers.
One thing I learned is that people value authenticity and unique flavors, so I made sure our craft brewery reflects that.” —Kyle Vetter
4. Marketing Strategy
The marketing strategies section explains how to get customers excited about your brewery and keep them coming back. This part is about showing you have a plan to spread the word and stand out in the beer world.
Start with your Unique Selling Proposition (USP)—what makes your brewery special. It could be your bold flavors, sustainable brewing practices, or the community vibe of your taproom.
Next, describe your branding strategy. A memorable logo, eye-catching beer labels, and consistent messaging help make your brewery recognizable.
Talk about your marketing plan. How will you reach people? Social media marketing is a great way to show off your beer and personality. Pair this with events like tastings or collaborations with local businesses.
Lastly, focus on customer retention. Loyalty programs or exclusive events can turn one-time visitors into regulars.
“Marketing strategies of my plan were where I had to think outside the box. Social media is a given for breweries, but I also wanted to focus on in-person events like beer tastings and local partnerships.
The tricky part was building buzz before opening, so I combined small pop-ups with a strong social media marketing campaign to engage potential customers and create excitement. ”—Kyle Vetter
5. Product and Services
This section is where you explain what you’ll provide, why it’s special, and how it’ll keep people coming back for more.
Why does this matter? Because your products and services are what your customers will actually experience. This is your chance to show what makes your brewery stand out.
Here’s how you can write it:
- Start with your beer: Talk about the kinds of beer you’ll brew. Mention anything unique, like using local ingredients or experimenting with bold flavors.
- What else are you offering? Will you have a taproom? Brewery tours? Events or food pairings? These extras can make your brewery more than just a place to grab a beer—they make it an experience.
- Keep it consistent: Explain how you’ll make sure every beer you serve tastes amazing. People love knowing they can count on quality.
- Be clear about pricing strategy: Are you affordable, or are you offering premium, small-batch brews? Let readers know how your prices fit into your overall vibe.
You can also include a sample menu that showcases your offerings, from your signature beers to any snacks or food pairings. This gives readers a full picture of what your brewery will deliver. For Instant;
“Figuring out what beers to offer was exciting but also a little overwhelming. I wanted to create a lineup that felt fresh but approachable, so I started with a few core beers—like an IPA and a lager—and added seasonal options.
The key was focusing on quality over quantity and ensuring my pricing strategy reflected the value of our small-batch, high-quality beers. My advice? Start small, nail your recipes, and expand from there.” —Kyle Vetter
6. Operational Plan
The brewery operations plan is where you lay out how your brewery will run every single day. Think of it as the behind-the-scenes look that makes your beer, your taproom, and your team all come together seamlessly.
So, why is it important? Because it proves your brewery is more than just a great idea—you’ve planned how it’ll work. It’s not just about brewing amazing beer; it’s about creating a brewing company that’s efficient, organized, and ready for anything.
Share how your beer will be brewed by detailing your brewing process, from sourcing raw materials to using your brewing equipment to maintain top-notch quality.
Be sure to outline your brewing capacity—the volume of beer you plan to produce daily, weekly, or monthly—as this directly impacts your production planning and sales strategy.
Explain how each business functions, such as inventory management, keeping the taproom in shape, and staying on top of equipment maintenance.
Don’t forget your suppliers and tools, like brewing software or point-of-sale systems, that will make life easier.
“Business operations section was all about balancing production with customer experience. Managing inventory and brewing schedules felt like a challenge, but creating a clear production calendar solved a lot of headaches.
My advice? Get your brewing planning process in place early—it saves you a ton of stress later.”—Kyle Vetter
7. Management Team
The management team section introduces the people driving successful brewery. It’s where you show that your team has the skills, experience, and passion to bring your vision to life.
Start with the brewery Owner/Founder Profile. Share what inspired you to start the brewery and any relevant skills or experience, like brewing expertise or business management.
Next, highlight your key managers, such as your head brewer or taproom manager. Explain their roles and how they’ll contribute to your brewery’s success.
Include your organizational legal structure. Even if your team is small, show how responsibilities are divided to keep things running smoothly.
Talk about your compensation plan to demonstrate how you’ll reward your team fairly through salaries, bonuses, or perks.
If you have an advisory board, mention their expertise and how they’ll support your business.
“Since I’m starting small, I focused on my background in brewing and customer service. I also talked about plans to bring on a head brewer and a taproom manager as we grow.
My advice? Highlight the skills that matter most now but show you’re thinking about the long-term team.” —Kyle Vetter
8. Financial Plan
The financial plan is where you show how your brewery will generate revenue, cover expenses, and grow sustainably.
This section is critical because it proves your brewery is more than just a great business idea—it’s a business with real financial viability and potential.
Start by outlining your key assumptions:
- How many customers do you expect per day?
- What’s the average price per pint or product?
- What will your monthly brewery operations costs look like?
Include a break-even analysis to show when your brewery will start covering its costs and making a profit. This analysis is a key indicator of your brewery's financial viability.
Add detailed financial projections:
- Profit and loss statement
- Cash flow statement
- Balance sheet
- Income statement
If you’re seeking funding, explain how much you need and what it’s for, like brewing equipment, marketing, or hiring staff.
Download free brewery business plan template
Now, are you ready to write your a solid brewery business plan? But need some extra help? Don’t worry—we’ve got you covered! Download our free brewery business plan template in PDF format, and we’ll assist you in creating a detailed plan step-by-step.
This free business plan template is designed to help you organize your business ideas, set clear business goals, and outline key strategies. With practical examples and straightforward guidance, it simplifies the brewing process, making it easier to craft a professional and complete plan for your brewery.
Conclusion
With a solid understanding of creating a detailed brewery business plan, you’re well on your way to getting started. Our business plan consulting experts are ready to assist if you’re still uncertain or require expert guidance to craft a professional, investor-ready plan.
We provide various services, such as business plan writing, expert consulting, and financial forecasting, all customized to fit the unique needs of your business.
Frequently Asked Questions
What should I consider including in my brewery business plan?
Your brewery business plan should include:
- Executive summary
- Business overview
- Market analysis
- Competitive analysis
- Product offerings
- Marketing plan and sales strategies
- Operations plan
- Management team
- Financial plan
How do I write financial projections for a microbrewery business plan?
Start by breaking down your expected costs, like equipment, ingredients, and staff. Then estimate your revenue based on how much beer you plan to sell and at what price.
Include things like income statements, cash flow, and even a break-even analysis. Keep it realistic—investors love solid, achievable numbers.
Is hiring a business plan writer worth it for a brewery business plan?
It depends. If you’re short on time or want to impress potential investors with a professional touch, hiring a writer can be a great move.
But if you’re confident in your knowledge and willing to take the time, templates or software can guide you through the business planning process and help you create a solid plan on your own.
How long should the brewery business plan be?
It doesn’t have to be overly long—15 to 25 pages is usually enough. Focus on keeping it clear and to the point while covering all the important details to show you’ve got a solid plan in place.