BUSINESS PLAN

2023

Wellness
Center
Business Plan
Your Path to Wellness

John Doe
10200 Bolsa Ave, Westminster, CA, 92683

(650) 359-3153

[email protected]

http://www.example.co

m
Information provided in this business plan is unique to this business and
confidential; therefore, anyone reading this plan agrees not to disclose
any of the information in this business plan without prior written
permission of the company.
Table of Contents

Executive Summary 6
Market opportunity 6
Services Offered 6
Marketing & Sales Strategies 7
Financial Highlights 7
Units Sold v/s Revenue 8

Company Overview 9
Ownership 9
Business Owners 9

Mission statement 10
Business history 10
Future goals 10

Market Analysis 11
Target Market 11
Market size and growth potential 11
Market Size 12

Competitive analysis 12
Equinox 12

Life Time Fitness 13

Canyon Ranch 13

Market trends 13
Regulatory environment 14

Products and Services 15

Products and Services list 15
Fitness Classes 15

Acupuncture Yoga 16

Nutrition Counseling 16

Massage Therapy 16
 Supplements 17

Essential Oils 17

Wellness Books 17

Skin-Care Services 18

Quality Measures 18
Additional Services 18

Sales And Marketing Strategies 19

Unique Selling Proposition (USP) 19
Pricing Strategy 19
Marketing strategies 20
Online 20

Offline 20

Sales strategies 21
Customer retention 22

Operations Plan 23
Staffing & Training 23
Operational Process 23
Equipment & Machinery 24

Management Team 25
Key managers 25
John Doe 25

Jane Doe 26

Alice Brown 26

Robert Brown 26

Organizational structure 27
Organization chart 27

Compensation plan 27
Advisors/Consultants 28
Mr. Michael Smith 28

Dr. Emily Johnson 28

Financial Plan 29
Profit & loss statement 29
Cash flow statement 32
Balance sheet 34
Break-even Analysis 36
Financing needs 38

Appendix 40
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Executive Summary

An executive summary is the first section of the business plan

intended to provide an overview of the whole business plan.
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 Help tip  Wellness Center Business Plan

Start your executive summary by briefly introducing your business to your readers.

This section may include the name of your wellness center, its location, when it was
founded,
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Start writing here..

Market opportunity

 Help tip  Wellness Center Business Plan

Summarize your market research, including market size, growth potential, and
marketing trends. Highlight the opportunities in the market and how your business will
fit in to fill the gap.

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Start writing here..

Services Offered

 Help tip  Wellness Center Business Plan

Highlight the wellness services you offer your clients. The USPs and
differentiators you offer are always a plus.
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Start writing here..

Marketing & Sales Strategies

 Help tip  Wellness Center Business Plan

Outline your sales and marketing strategies—what marketing platforms you

use, how you plan on acquiring customers, etc.
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Start writing here..

Financial Highlights

 Help tip  Wellness Center Business Plan

Briefly summarize your financial projections for the initial years of business
operations. Include any capital or investment requirements, associated startup
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costs, projected revenues, and profit forecasts.


Start writing here..

Units Sold v/s Revenue

Revenu
Units Sold e

15.00k

10.00k

5.00k

0
Year 1 Year 2 Year 3

Financial
Year Units Sold Revenue

Year 1 1,550 $10,000

Year 2 1,800 $12,000

Year 3 2,050 $14,000

 Help tip  Wellness Center Business Plan

Summarize your executive summary section with a clear CTA, for example,
inviting angel investors to discuss the potential business investment.
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Write a call to action for your business plan.

Company Overview

Depending on what details of your business are essential,

you’ll need different elements in your business overview.
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 Help tip  Wellness Center Business Plan

Describe your business in this section by providing all the basic information:

Describe what kind of wellness center you run and the name of it. For instance, here
are some
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Start writing here..

Ownership

 Help tip  Wellness Center Business Plan

List the founders of your wellness center. Describe what shares they
own and their responsibilities for efficiently managing the business.
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Business Owners

60% John Doe

40% Jane Doe

Mission statement

 Help tip  Wellness Center Business Plan

Summarize your business’ objective, core principles, and values in your mission
statement. This statement needs to be memorable, clear, and brief.
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❛ Our mission at [Harmony Wellness Center] is to empower

individuals to take control of their health and well-being
by providing holistic and personalized wellness
programs.

We are committed to fostering a supportive and tranquil

environment that promotes healing, relaxation, and
balance.

Business history

 Help tip  Wellness Center Business Plan

If you’re an established wellness center, briefly describe your business history,

like—when it was founded, how it evolved over time, etc.
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Start writing here..

Future goals

 Help tip  Wellness Center Business Plan

It’s crucial to convey your aspirations and vision. Mention your short-term and
long-term goals; they can be specific targets for revenue, market share, or
expanding your services.
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Start writing here..
Market Analysis

Market analysis provides a clear understanding of the market in

which your
printing business will run along with the target market, competitors,
and
growth opportunities.
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 Help tip  Wellness Center Business Plan

To write the introduction section of your market analysis, start by clearly
identifying your primary target market.
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Target Market

 Help tip  Wellness Center Business Plan

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Start this section by describing your target market. Define your ideal customer
and explain what types of services they prefer. Creating a buyer persona will help
you easily define your target market to your readers.


Start writing here..

Market size and growth potential

 Help tip  Wellness Center Business Plan

Describe your market size and growth potential and whether you will target a
niche or a broader market.
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Start writing here..
Market Size
Available Market

Individuals seeking holistic health

services globally.
50M

Served Market
15
Global users of holistic wellness
centers. M
Target Market

Health-conscious adults aged 18-34 5M

globally.

 Help tip  Wellness Center Business Plan

Identify and analyze your direct and indirect competitors. Identify their strengths
and weaknesses, and describe what differentiates your wellness center services
from them.
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Competitive analysis

Equinox
Equinox is a high-end fitness and wellness brand, with clubs located across the U.S.
and internationally. They offer a combination of gym facilities, group classes, spa
treatments, and personal training sessions.

Features Strengths Weaknesses

State-of-the-art fitness Extensive brand recognition Premium pricing may not be
equipment and established customer accessible to everyone
loyalty Limited locations, primarily
A variety of group fitness in
upscale neighborhoods or
classes, from yoga to high- Wide range of facilities and cities
intensity interval training classes

Luxury spa services Luxurious ambiance and top-

 tier amenities
Personal training sessions
tailored to individual needs
Life Time Fitness
Life Time Fitness is a chain of health clubs in the U.S. and Canada. They provide a
comprehensive range of health and wellness services, including fitness classes,
indoor and outdoor pools, racquet sports, and more.

Features Strengths Weaknesses

Broad spectrum of Diverse range of facilities Some complaints about
fitness classes appealing to families and contract terms and
individual fitness cancellation policies
Family-friendly
enthusiasts alike
amenities, including Due to the broad offering,
childcare Open for long hours, some services might not
catering to early risers and match the specialized
Athletic events and
night owls quality of niche providers
leagues to encourage
community and Frequent promotional offers
competition for new members

Canyon Ranch
Canyon Ranch is an integrative wellness resort with locations in several parts of the
U.S. They focus on holistic wellness, offering services like spa treatments, medical
evaluations, spiritual wellness, and fitness classes.

Features Strengths Weaknesses

Medical and health experts Comprehensive holistic Considered a luxury offering
on-site for consultations approach to wellness, with higher pricing
touching on physical,
Programs tailored to Being a destination resort,
mental, and spiritual
stress management, it's not as accessible for
aspects
weight loss, spiritual regular visits unless residing
wellness, and more Retreat-like ambiance nearby
provides a complete
Luxurious spa treatments
escape from daily life
and amenities
Expert staff in various
wellness disciplines

Market trends

 Help tip  Wellness Center Business Plan

Analyse emerging trends in the industry, such as technology disruptions, changes in

customer behavior or preferences, etc. Explain how your business will cope with all the
trends.

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Start writing here..
Regulatory environment

 Help tip  Wellness Center Business Plan

List regulations and licensing requirements that may affect your wellness
centers, such as business registration, health and safety regulations,
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compliance and privacy laws, zoning and building codes, liability insurance, etc.


Start writing here..

Products and Services

The product and services section of a wellness center business plan

should describe the specific services and products that will be offered to
customers. To write this section should include the following:
Upmetrics!


 Help tip  Wellness Center Business Plan

To craft the introduction for your "Products and Services" chapter, begin by
positioning your business within its industry, emphasizing its unique strengths
or value proposition.
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Start writing here..

 Help tip

Mention your services: Mention and describe the wellness services your
business will offer. This list may include services like,
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Products and Services list

Fitness Classes
Price: [$15] per class / [$120] monthly
membership

Tailored fitness sessions for all age groups and

fitness levels.

Specifications

• Duration: 60 minutes per class.

• Equipment: State-of-the-art machines,

weights, and resistance bands.

• Types: Cardio, Strength training, HIIT,

Flexibility classes.
Acupuncture Yoga
Price: [$50] per session

A blend of acupuncture and yoga techniques

designed for energy balance and relaxation.

Specifications

• Duration: 75 minutes per session.

• Equipment: Yoga mats, acupuncture

needles, sanitized equipment.

• Instructor: Certified in both yoga

instruction and acupuncture.

Nutrition Counseling
Price: [$80] for an initial consultation /
[$40] for follow-ups

Personalized dietary advice from certified

nutritionists.

Specifications

• Duration: 45 minutes for initial, 30 minutes

for follow-ups.

• Includes: Dietary assessment, personalized

meal planning, dietary supplement
recommendations.

Massage Therapy
Price: [$100] per 60-minute session

Massages for relaxation, muscle relief,

and stress reduction.

Specifications

• Types: Deep tissue, Swedish, hot stone,

reflexology.

• Equipment: Professional massage tables,

essential oils, sanitized linens.

• Therapist: Certified with a minimum of 5

years of experience.
Supplements
Price: Ranges from [$10 to $50] based on
product

Dietary supplements including vitamins,

minerals, and herbal concoctions.

Specifications

• Types: Multivitamins, probiotics, herbal

supplements.

• Brand: [Brand Name], a trusted name in

holistic health.

• Certification: FDA approved, Non-GMO,

Organic.

Essential Oils
Price: [$15] per 10ml bottle

Therapeutic-grade essential oils for

aromatherapy and relaxation.

Specifications

• Types: Lavender, eucalyptus, tea tree,

peppermint, and more.

• Use: Diffusers, massage, inhalation.

• Purity: 100% natural, no additives or diluents.

Wellness Books
Price: Ranges from [$10 to $30] based on title

Curated selection of books on diverse wellness

topics.

Specifications

• Topics: Nutrition, mental health, fitness,

holistic health.
• Authors: Renowned experts in the field of
wellness.

• Format: Paperback, hardcover, e-books.

 Skin-Care Services
Price: [$70] per facial treatment

Organic, hypoallergenic skincare treatments.

Specifications

• Types: Moisturizing, exfoliating,

anti-aging, brightening.

• Products: Organic, cruelty-free,

dermatologically tested.

• Duration: 60 minutes per session.

Quality Measures

 Help tip  Wellness Center Business Plan

This section should explain how you maintain quality standards and
consistently provide the highest quality service.
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Additional Services

 Help tip  Wellness Center Business Plan

Mention if your wellness center offers any additional services. You may include
services like health coaching, skin-care services, mental health services, etc.
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Start writing here..

Sales And Marketing Strategies

Writing the sales and marketing strategies section means a list

of strategies you will use to attract and retain your clients.
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 Help Tip  Wellness Center Business Plan

To create an effective introduction for your "Sales and Marketing Strategies"

chapter, start by setting the stage within your specific industry or market.
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Unique Selling Proposition (USP)

 Help tip  Wellness Center Business Plan

Define your business’s USPs depending on the market you serve, your experience in
the domain,
and the unique services you provide. Identifying USPs will help you plan your
marketing
strategies.
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
Start writing
here..

Pricing Strategy

 Help tip  Wellness Center Business Plan

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Describe your pricing strategy—how you plan to price your wellness services
and stay competitive in the local market. You can mention any discounts you
plan on offering to attract new clients to your wellness services.

Start writing here..
  Help tip  Wellness Center Business Plan

Discuss your marketing strategies to market your services. You may include some of
these
marketing strategies in your business plan—social media marketing, public
relations, Google
ads, brochures, email marketing, content marketing, and print marketing. To unlock help try

Upmetrics! 

Marketing strategies

Online

Social Media Email Marketing

Leveraging platforms like Regular newsletters
Instagram and Facebook, featuring health tips,
showcasing testimonials, updates, and exclusive offers
live sessions, and health for subscribers.
tips.

Content Marketing Google Ads

Blog posts and articles on Targeted advertisements to
health and wellness topics, reach potential clients
establishing our center as an actively searching for
industry authority. wellness solutions.

Public Relations
Engaging with local media
for coverage on our special
events or new launches.

Offline

Brochures Print Marketing

Distributed at strategic Ad placements in local
locations, providing magazines, newspapers, and
information on our services community bulletins.
and offers.
  Help tip  Wellness Center Business Plan

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Outline the strategies you’ll implement to maximize your sales. Your sales
strategies may include offering introductory packages, partnering with other
businesses, offering referral programs, discounts for first-time clients, etc.


Sales strategies

Introductory Packages Business Partnerships

Affordable packages for new Collaborations with local
clients to experience a range of our businesses, offering their
services. employees special discounts or
sessions.

Referral Programs First-Time Client Offers

Existing clients can refer Exclusive offers for clients
friends and earn discounts trying our services for the first
on their next visit. time.
  Help tip  Wellness Center Business Plan

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Personalized
Communication
Birthday and anniversary
wishes, personalized
offers, and health check
reminders.
Describe your customer retention strategies and how you plan to execute them. For
instance, your customer retention strategies may include providing high-quality services,
communicating in a personalized manner, and introducing loyalty programs.


Customer retention

High-Quality Services
Ensuring our services are
top-notch and meet
client expectations.

Loyalty Programs
Points for every dollar spent, which
can be redeemed for services.
Operations Plan

When writing the operations plan section, it’s important to consider

the
various aspects of your business operations.

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 Help tip  Wellness Center Business Plan

To create an effective introduction for your "Operational Plan" chapter, start by
emphasizing the
pivotal role of efficient operations in the success of your business, underscoring how
they
directly impact the quality of services delivered.
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
Start writing
here..

Staffing & Training

 Help tip  Wellness Center Business Plan

Mention your business’s staffing requirements, including the number of certified
practitioners,
administrative support, marketing, or maintenance staff needed. Include their
qualifications, the
training required, and the duties they will perform.
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
Start writing
here..

Operational Process Upmetrics!

 Help tip  Wellness Center Business Plan

 Outline the processes and procedures you will use to run your wellness center.
Your operational processes may include appointment scheduling, staff
management, financial management, data management, and facility
management.


Start writing here..

Equipment & Machinery

 Help tip  Wellness Center Business Plan

Include the list of equipment and machinery required for the wellness center,
such as massage tables, yoga mats and props, acupuncture supplies, nutrition
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and cooking equipment, saunas and steam rooms, etc.


Start writing here..

Management Team

The management team section provides an overview of the

individuals responsible for running your business plan.
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 Help tip  Wellness Center Business Plan

To craft an introduction for your "Management Team" chapter, begin by

emphasizing the crucial role of leadership in the success of any business.
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Key managers

 Help tip  Wellness Center Business Plan

Introduce your management and key members of your team, and explain
their roles and responsibilities.
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Start writing here..

JOHN DOE
Founder & CEO - [email protected]

As the founder and CEO, John plays a crucial role in strategic

planning, financial management, and overall operations of
[Harmony Wellness Center].

His vision is to create a center that not only promotes physical

well-being but also fosters a community of health-conscious
individuals.

• Education: Master's in Health and Wellness, [University Name].

• Professional Background: Over 15 years of experience in
managing wellness centers in California.
JANE DOE
Wellness Program Manager - [email protected]

Jane oversees the development and implementation of

various wellness programs and classes offered at the center.

She works closely with fitness instructors, yoga teachers, and other
wellness professionals to ensure our programs meet the needs of our
diverse clientele.

• Education: Bachelor's in Health Education, [University Name].

• Professional Background: 10 years of experience as a wellness

coach and program coordinator.

ALICE BROWN
Marketing Manager - [email protected]

Alice leads the marketing team in promoting the center's services.

She is responsible for designing and executing marketing

strategies, managing social media campaigns, and handling public
relations to increase the center's visibility and client base.

• Education: Bachelor's in Marketing, [University Name].

• Professional Background: 7 years of marketing experience,

with a focus on wellness and fitness industries.

ROBERT BROWN
HR Manager - [email protected]

Robert is responsible for managing the human resources

functions at the center, including recruitment, training, and
employee relations.

He ensures that the center has a skilled and motivated team to

provide the best services to our clients.

• Education: Master's in Human Resources Management,

[University Name].

• Professional Background: 5 years of HR experience in the

health and wellness industry.
Organizational structure

 Help tip  Wellness Center Business Plan

Explain the organizational structure of your management team. Include the

reporting line and decision-making hierarchy.
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Organization chart

John Doe
CEO

Jane Doe
Robert
Alice Brown Wellness Program Brown
Marketing Manager Manager HR Manager

Lucy Davis Mike

Emma Smith Johnson
Social Media Fitness
Yoga Instructor Trainer
Specialist

Compensation plan

 Help tip  Wellness Center Business Plan

Describe your compensation plan for the management and staff. Include
their salaries, incentives, and other benefits.
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Start writing here..
  Help tip  Wellness Center Business Plan

Mentioning advisors or consultants in your business plans adds credibility to

your business idea.
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Advisors/Consultants

MR. MICHAEL SMITH

Business Development Consultant

Experience: [15] years of experience in business growth strategies

for wellness centers.

DR. EMILY JOHNSON

Medical Advisor

Experience: [20] years of experience as a holistic health

practitioner.
Financial Plan

When writing the financial plan section of a business plan, it’s important to provide a comprehensive
overview of your financial projections for the first few years of your business, You may provide the
following:
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 Help tip  Wellness Center Business Plan

To create an effective introduction for your "Financial Plan" chapter, begin by stressing the critical role of a well-
structured financial plan in the success of your venture.
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Start writing here..

 Help tip  Wellness Center Business Plan

Describe details such as projected revenue, operational costs, and service costs in your projected profit and loss statement.
Make sure to include your business’s expected net profit or loss.
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Profit & loss statement

 2023-
24 2024-25 2025-26 2026-27 2027-28
Revenue
$0 $0 $0 $0 $0

Cost Of Sales
$0 $0 $0 $0 $0
General Costs
$0 $0 $0 $0 $0
Revenue Specific Costs
$0 $0 $0 $0 $0
Personnel Costs (Direct
Labor)
$0 $0 $0 $0 $0

Gross Margin
$0 $0 $0 $0 $0
Gross Margin (%)
0% 0% 0% 0% 0%

Operating Expense
$0 $0 $0 $0 $0
Payroll Expense
(Indirect Labor)
$0 $0 $0 $0 $0
General Expense
$0 $0 $0 $0 $0
Bad Debt
$0 $0 $0 $0 $0
Amortization of Current
Assets
$0 $0 $0 $0 $0
 2023-
24 2024-25 2025-26 2026-27 2027-28

EBITDA
$0 $0 $0 $0 $0

Additional Expense
$0 $0 $0 $0 $0
Long Term
Depreciation
$0 $0 $0 $0 $0

Gain or loss from Sale

of Assets
$0 $0 $0 $0 $0

EBIT
$0 $0 $0 $0 $0
Interest Expenses
$0 $0 $0 $0 $0
EBT
$0 $0 $0 $0 $0
Income Tax Expense
$0 $0 $0 $0 $0

Total Expense
$0 $0 $0 $0 $0
Net Income
$0 $0 $0 $0 $0
Net Income (%)
0% 0% 0% 0% 0%
 2023-24 2024-25 2025-26 2026-27 2027-
28
Retained Earning
$0 $0 $0
Opening $0 $0
Owner's
Distribution $0 $0 $0
$0 $0
Retained
Earning
$0 $0 $0 $0 $0
Closing

 Help tip  Wellness Center Business Plan

The cash flow for the first few years of your operation should be estimated and described in this
section.
To unlock help try
This may include billing invoices, payment receipts, loan payments, and any other cash flow
statements. Upmetrics! 

Cash flow statement

2023-24 2024-25 2025-26 2026-27 2027-28

Cash Received $0 $0 $0 $0 $0

Cash Paid $0 $0 $0 $0 $0

COS & General Expenses $0 $0 $0 $0 $0

Salary & Wages $0 $0 $0 $0 $0

Interest $0 $0 $0 $0 $0
 2023-
24 2024-25 2025-26 2026-27 2027-28
Sales Tax
$0 $0 $0 $0 $0
Income Tax
$0 $0 $0 $0 $0
Net Cash From
Operations
$0 $0 $0 $0 $0

Assets Sell
$0 $0 $0 $0 $0
Assets Purchase
$0 $0 $0 $0 $0
Net Cash From
Investments
$0 $0 $0 $0 $0

Amount Received
$0 $0 $0 $0 $0
Loan Received
$0 $0 $0 $0 $0
Common Stock

Preferred Stock
$0 $0 $0 $0 $0
Owner's Contribution
$0 $0 $0 $0 $0
Amount Paid
$0 $0 $0 $0 $0

Loan Capital $0 $0 $0 $0 $0
 2023-
24 2024-25 2025-26 2026-27 2027-28

Dividends & Distributions $0 $0 $0 $0 $0

Net Cash
From
$0 $0 $0 $0 $0
Financing

Summary

Starting Cash $0 $0 $0 $0 $0

Cash In $0 $0 $0 $0 $0

Cash Out $0 $0 $0 $0 $0
Change in
Cash $0 $0 $0 $0 $0

Ending Cash $0 $0 $0 $0 $0

 Wellness Center Business

 Help tip Plan

Create a projected balance sheet documenting your wellness center’s assets, liabilities, and equity.

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Balance sheet
 2023-24 2024-25 2025-26 2026-27 2027-28

Assets $0 $0 $0 $0 $0

Current Assets $0 $0 $0 $0 $0

Cash $0 $0 $0 $0 $0

Accounts Receivable $0 $0 $0 $0 $0

Inventory $0 $0 $0 $0 $0

Other Current Assets $0 $0 $0 $0 $0

Long Term Assets $0 $0 $0 $0 $0

Gross Long Term Assets $0 $0 $0 $0 $0

Accumulated Depreciation $0 $0 $0 $0 $0

Liabilities & Equity $0 $0 $0 $0 $0

Liabilities $0 $0 $0 $0 $0

Current Liabilities $0 $0 $0 $0 $0

Accounts Payable $0 $0 $0 $0 $0

Income Tax Payable $0 $0 $0 $0 $0

Sales Tax Payable $0 $0 $0 $0 $0

Short Term Debt $0 $0 $0 $0 $0

 2023-24 2024-25 2025-26 2026-27 2027-28

Long Term Liabilities $0 $0 $0 $0 $0

Long Term Debt $0 $0 $0 $0 $0

Equity $0 $0 $0 $0 $0

Paid-in Capital $0 $0 $0 $0 $0

Common Stock $0 $0 $0 $0 $0

Preferred Stock $0 $0 $0 $0 $0

Owner's Contribution $0 $0 $0 $0 $0

Retained Earnings $0 $0 $0 $0 $0

Check $0 $0 $0 $0 $0

 Help tip  Wellness Center Business Plan

Determine and mention your business’s break-even point—the point at which your business costs and revenue will be equal.

This exercise will help you understand how much revenue you need to generate to sustain or be profitable.
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Break-even Analysis
 2023-24 2024-25 2025-26 2026-27 2027-28

Starting Revenue $0 $0 $0 $0 $0

Net Revenue $0 $0 $0 $0 $0

Closing Revenue $0 $0 $0 $0 $0

Starting Expense $0 $0 $0 $0 $0

Net Expense $0 $0 $0 $0 $0

Closing Expense $0 $0 $0 $0 $0

Is Break Even? 0 0 0 0 0

Break Even Month 0 0 0 0 0

Days Required 0 0 0 0 0

Break Even Revenue $0 $0 $0 $0 $0

Break Even Units

Financing needs

 Help tip  Wellness Center Business Plan

Calculate costs associated with starting a wellness center, and estimate your financing needs and how much capital you
need to raise to operate your business.
To unlock help try Upmetrics! 

Start writing here..

Appendix

When writing the appendix section, you should include any

additional information that supports the main content of your plan.
This may include financial statements, market research data, legal
documents, and other
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