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Candle & Handmade Soap Shop Business Plan Template – Instant Download

Launch your U.S.-based candle and soap brand with a lender-ready plan built for funding and growth. Whether you hand-pour soy candles, craft cold-process soaps, or sell self-care gift sets, this template fits home studios, retail boutiques, pop-ups, and Shopify stores.

Delivered instantly in Word and PDF, it mirrors SBA expectations and includes startup costs, batch production workflows, wholesale/consignment pricing, and a complete three-year financial forecast. Edit in hours and present with confidence.

Built for founders who want practical structure, lender-recognized sections, and a clear path to break-even.

BPlanMaker editorial standards: U.S.-focused plans aligned to SBA lender checklists, reviewed quarterly for clarity and accuracy. Financial models reflect realistic batch economics and retail/wholesale margins. Claims are cited with government and trade sources when used.

Quick Answer: Use this SBA-aligned candle & soap plan to map batch costs, pricing, operations, and a three-year forecast—so lenders can follow your path to profit and say “yes.”
  • Formats: editable Word (.docx) + share-ready PDF
  • Includes: startup budget, batch costing, three-year financials
  • Use cases: SBA microloans, landlord negotiations, investor decks
  • Channels: Shopify, wholesale/consignment, markets/pop-ups

What’s Inside

  • Executive Summary — Brand concept, positioning, milestones, funding ask.
  • Products & Services — Soy/beeswax candles, soaps, bath bombs, lotions, gift sets, refills.
  • Market Analysis — Eco-conscious buyers, gifting, seasonal demand, wholesale targets.
  • Operations — Batch sizes, curing timelines, labeling, GMP-light practices, workspace layout.
  • Marketing — Shopify, fairs/pop-ups, email/SMS, influencer bundles, corporate gifting.
  • Management — Roles, assistant onboarding, QA, retail/event staffing.
  • Financial Forecast — COGS by batch, SKU margins, seasonality, break-even scenarios.

How This Plan Is Built

  • SBA-recognized sections mapped to lender checklists.
  • Unit economics tied to batch inputs, labor, and packaging.
  • Seasonality modeled for holidays and gifting spikes.
  • Editable three-year model with base/best/conservative cases.

Compliance & Licensing (U.S.)

Always confirm local requirements with your city/county and state agencies.

Who Should Use This Plan

  • Artisan candle & soap makers launching or scaling.
  • Shopify sellers expanding into wholesale or consignment.
  • Gift boutiques adding private-label lines.
  • Pop-up vendors moving to permanent leases.
  • SBA microloan and bank loan applicants.

Why Choose This Business Plan

Beauty and self-care margins hinge on repeatable batching and packaging. This template arrives instantly, mirrors lender flow, and helps you set prices, plan production, and control cash cycles—so you can open with confidence.

Key Risks & Mitigations

  • Seasonality: Launch holiday scents early; pre-sell bundles and refills.
  • Cost swings: Lock key inputs; maintain pricing tiers by channel.
  • Compliance: Keep labels and warnings current; maintain SOPs.
  • Capacity: Schedule batches and curing to hit deadlines.

Pricing & Costs / Break-Even

Price with a blended target margin across retail, wholesale, and subscriptions. Calculate per-batch costs (wax/oils/lye, fragrance, jars, wicks, labels, packaging, labor) and add overhead. Break-even = fixed costs ÷ blended gross margin.

  • Startup: workspace, equipment, initial inputs, packaging, insurance, working capital.
  • Monthly: rent, payroll, utilities, marketing, replenishment, shipping, merchant fees.
  • Scenarios: base/best/conservative by traffic, conversion, and repeat rate.

How Do Markets & Wholesale Work Together?

Use markets to test scents and build a list. Pitch boutiques with wholesale packs and simple reorder terms. Keep wholesale SKUs focused and seasonally fresh.

BPlanMaker — Candle & Handmade Soap Shop Business Plan Template (U.S., SBA-aligned)

Industry Snapshot (U.S.)

Demand for artisan candles and handmade soaps tracks gifting and home-fragrance trends, with seasonal peaks around the holidays. U.S. retail sales overall remained positive through 2025, and holiday spending in 2024 set a record, supporting categories tied to décor and self-care. Nonstore growth also remained solid, which benefits Shopify-driven brands pairing online sales with markets and wholesale. Plan around holiday drops, refill programs, and bundles to capture repeat orders.

Sources: U.S. Census — Advance Monthly Retail Sales (Sep 2025); NRF — 2024 Holiday Sales Results (Jan 2025).

What You’ll Turn In

  • Investor-ready business plan (Word + PDF).
  • Editable three-year financial forecast.
  • Use-of-funds summary and lender-style Executive Summary.

What You’ll Customize

  • Brand name, scent lines, pricing, and batch sizes.
  • Sales channels (Shopify, markets, wholesale/consignment).
  • Local market data, vendor list, and production calendar.
  • Operations staffing, packaging, and labeling copy.

What’s Not Included

  • Licenses, permits, or legal/tax advice.
  • Equipment, fixtures, or consumable inventory.
  • Custom financial modeling beyond the included forecast.

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Frequently Asked Questions

Does this include batch costs and margins?
Yes—wax, lye, oils, fragrance, wicks/jars, labels, and packaging with targets for retail, wholesale, and subscriptions.
Can I run Shopify plus in-person markets?
Yes. The plan supports a hybrid model—online sales, markets for discovery, and simple wholesale packs for boutiques.
Does it address labeling, safety, and compliance?
Yes—ingredient lists, net contents, warnings, and candle safety labeling notes with links to FDA and CPSC guidance.
Is it SBA-aligned and lender-ready?
Yes. Sections mirror lender expectations and include a three-year forecast suitable for SBA microloans and bank financing.
How fast can I customize and use it?
Most founders personalize it within 24–48 hours, then export a lender-style PDF.

Ready to Open Your Candle & Handmade Soap Shop?

Every week you wait, competitors grab the best locations and early customers. This template saves $700+ in consulting fees and gets you lender-ready fast.

Start with a data-driven, funding-friendly plan investors trust — download, edit, and launch today.

Buy Now & Download Instantly – Start Your Candle & Soap Shop

Version: v1.00 • Update cadence: reviewed quarterly for accuracy

Questions before buying? Email email@bplanmaker.com — we respond fast.

Last updated: October 2025 by BPlanMaker.

Templates are educational business documents, not legal or tax advice.

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