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Business Expansion Investment One-Pager

The expansion, what it costs, what it returns and the risks.

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What’s on It

  • TableKey Stakeholders
  • TableFunds Required ($K)
  • Key pointsWhy Expand Now
  • Short summaryExpected Market Growth
  • Bar chartCases per Month (K): Today and With the New Site
  • Big numberCapacity Used

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Expansion Plan: A Second Bottling Site
Brightwater Bottling · Investment request · Sample figures
Key Stakeholders
WhoRole
BoardApproves the spend
FinanceFunds and tracks it
OperationsRuns the new site
Two lendersLoan of $6M
Funds Required ($K)
Item20262027
Building3,200800
Bottling line2,4001,100
Hiring and training450650
Total6,0502,550
Why Expand Now
Orders beat capacity 9 months a year
Two grocery chains are ready to sign
A western site cuts freight to the west by a third
Expected Market Growth
Bottled tea sales in our region have grown 11% a year since 2022. The new site lets us take 6 more points of share by 2028.
Cases per Month (K): Today and With the New Site
210210215240220290220330220360220380JanMarMayJulSepNov
TodayWith the new site
Capacity Used
96%
of today's site
Above 90% for 9 of 12 months

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