More from the business
we already have.
A restaurant and bar delivery program led by Lauren, built around Lincoln’s purchasing relationships, existing infrastructure, and knowledge of spirits.
Build recurring sales. Create more room for competitive pay and staff retention. Grow purchasing volume and strengthen the supplier relationships behind access to hard-to-source bottles.
A recurring business alongside the store.
Serve independent operators
Offer restaurants and bars a focused spirits list, dependable ordering, and scheduled delivery. Start with five buyer interviews to establish gaps in supply, order sizes, and service needs.
Put existing capacity to work
Measure available storage, purchasing capacity, delivery resources, and staff time. Use those assets to build incremental sales where licensing and capacity allow.
Give Lauren ownership
Lauren leads supplier outreach, account development, and daily execution. Establish her compensation objectives and a staff retention plan alongside the operating budget.
20% markup on acquisition cost.
Every $100 of inventory becomes $120 in sales and $20 in gross profit—a 16.67% gross margin before delivery and operating costs.
| Monthly model | 5 accounts | 12 accounts | 25 accounts |
|---|---|---|---|
| Weekly inventory cost / account | $350 | $500 | $700 |
| Sales | $9,093 | $31,176 | $90,930 |
| Inventory | $7,578 | $25,980 | $75,775 |
| Gross profit | $1,516 | $5,196 | $15,155 |
| Delivery | $480 | $960 | $1,700 |
| Processing / bad debt | $136 | $468 | $1,364 |
| Overhead / compliance | $800 | $1,150 | $1,800 |
| Operating profit / month | $99 | $2,618 | $10,291 |
| Operating profit / year | $1,189 | $31,420 | $123,493 |
Source: existing Pitch P&L. 4.33 weeks per month; four deliveries per account. Rounded figures; annual totals use unrounded amounts. Payroll is currently blank in the model. Incremental wages and Lauren’s compensation need to be budgeted before treating operating profit as available cash. Before taxes, financing, and owner distributions.
More volume. Stronger relationships.
The delivery business creates a reason to buy more consistently across a broader spirits portfolio.
Lauren can use that volume to discuss allocation policies and a clearer path to bottles such as Weller and Buffalo Trace. Obtain supplier confirmation; keep allocation revenue outside the core operating case.
A separate channel for allocated whiskey
Evaluate auction sales through an approved legal pathway once acquisition costs, actual sold-lot results, commissions, shipping, and insurance are documented. Existing workbook auction examples are unverified and excluded from the figures above.
Fund the business in stages.
Includes inventory and cash buffers.
Included in total funding.
Included in total funding.
The remaining $19,600 covers licensing, legal review, premises work, insurance, delivery setup, launch labor, outreach, and contingency. Confirm eligibility and obtain quotes before committing launch capital.
Lauren leads. Benchmarks guide the decision.
| Due | Benchmark | Lead |
|---|---|---|
| Nov 13 | Confirm proposed ownership and license structure with ABC. | Lauren + ownership |
| Nov 16–20 | Speak with David at K&L and Hi-Time. Document comparable licensing structures, costs, premises needs, and available capacity. | Lauren |
| Nov 27 | Complete counsel review of retail / wholesale compatibility and purchasing and sales flow. | Ownership + counsel |
| Dec 4 | Obtain three supplier quotes and delivery pricing. | Lauren |
| Dec 11 | Complete five buyer interviews: spend, frequency, credit terms, and delivery windows. | Lauren |
| Dec 18 | Reconcile contribution, payroll, compensation, working capital, and break-even volume. | Jesse + Lauren |
| Jan 8, 2027 | Document allocation policy; validate auction pathway, fees, and ten sold comparisons. | Lauren + counsel |
| Jan 22 | Review evidence and approve investment cap and pilot. | Haque |
| Feb 5 | Complete purchasing, invoicing, delivery, and recordkeeping procedures, subject to approvals. | Lauren |
Establish the legal route first.
The proposed sales program needs written confirmation of license privileges, retail and wholesale ownership compatibility, premises requirements, taxes, and invoice flow. The workbook tracks Type 17 / 18 eligibility and tied-house questions as unresolved. Auction selling and shipping require separate review.
Give Lauren a defined path to build it.
Authorize the diligence phase, establish her responsibilities and compensation objectives, and review the results against a written pilot budget.
The goal is a more productive business: recurring restaurant revenue, stronger jobs, and better supplier relationships.