Root & Rise Yoga Studio

Words in [brackets] are blanks you fill in with your own details when you adopt this sample in Supreme Plan AI.

Executive Summary

Root & Rise Yoga Studio is a neighborhood yoga and Pilates studio in New Mexico. We teach group yoga, mat Pilates and reformer Pilates classes, offer private sessions and small-group sessions, and host monthly workshops, for adults of every age, size and experience level. Members pay a flat monthly price, visitors can drop in for one class, and nobody needs to know the vocabulary before they walk in.

Why this fits. Many people want to move more, stand a little taller and feel less stressed, but they feel out of place in a studio that seems built for experts. A studio where the teacher learns your name, classes stay small and the price is plain earns loyalty that big gyms and glossy boutique studios find hard to match. Pilates reformers are expensive and most gyms do not have them, so they give members a reason to choose us over a video at home.

Here is what our numbers show. In Year 1 we plan about 1,100 member-months (roughly 92 members on average, growing from about 55 in the first month to about 125 by the end of the year), about 3,000 drop-in visits and class-pack visits, and about 400 workshops, private sessions and small-group bookings. That brings in sales of $217,500, growing to $588,192 by Year 5. We expect a loss of about $16,900 in Year 1, a profit of about $58,000 in Year 2, a profit of about $74,300 in Year 3 and a profit of about $111,500 by Year 5. Rent, teacher pay and the five reformers that were paid for before the first class are our largest costs, and the plan counts all of them.

We need $113,000 in total. Of that, $53,000 is startup costs (flooring, mirrors and lighting, five Pilates reformers and a full set of mats and props, signs, a website, software, insurance and a small cushion), and the rest is cash for the first months. I am putting in $78,000 of my own savings and asking for a $35,000 SBA 7(a) loan.

I am Sofia Rivera, the owner and lead teacher. These numbers are estimates based on the assumptions listed at the end of this plan, not promises.

Company Description

Root & Rise Yoga Studio will be a limited liability company (LLC) in New Mexico, owned by Sofia Rivera. We will rent about 1,800 square feet of ground-floor retail space with a main studio for 20 students, a smaller room for five Pilates reformers and private sessions, a changing area and a small front desk and retail corner.

What we believe. Moving your body should feel welcoming, and a good class should not cost more than a nice dinner out.

What we offer:
- Group yoga classes at several levels: beginner, all levels, restorative and gentle yoga for older adults.
- Mat Pilates and reformer Pilates classes, with the reformers limited to five students so the teacher can correct form.
- Private sessions and small-group sessions for people who want one-on-one help.
- Monthly workshops on breathing, balance, back care habits, stress and seasonal themes.
- A community board where members can meet, share rides and post local events.
- A sliding-scale option for students who need it.

Health and safety. We teach movement and mindfulness. We do not diagnose or treat medical conditions, we do not promise any health result and we ask every new student to sign a waiver and to check with their own doctor before starting if they are pregnant, recovering from an injury or have a health concern.

Where things stand today. The plan, the budget and the teaching standards are written. The next steps are the lease, the build-out and signing up the first 40 founding members.

Problem & Opportunity

Yoga and Pilates in our area are split between two extremes. Boutique studios charge premium drop-in prices and monthly rates that put them out of reach for many working people. Gym classes cost less, but rooms are crowded, teachers change often and nobody notices when a student is doing a move wrong.

Reformer Pilates is a special case. The machines cost thousands of dollars each, so only a few places offer them, and they are usually the most expensive places. A person who wants careful, low-impact strength work, such as an older adult or someone returning to exercise after a break, has very few choices.

The middle is missing: a real studio with real teachers, small classes and a fair price. That gap is the opportunity.

Products & Services

Root & Rise will be the friendly, fairly priced studio our neighborhood has been missing.

What makes us different:
1. Clear pricing. One flat monthly membership, a single drop-in price and class packs for people who come now and then. No hidden fees, no pressure to sign a long contract.
2. Small classes. Yoga and mat classes are capped at 20 students and reformer classes at five, so teachers can see and help every person.
3. Reformers that are open to beginners. Every new student starts with a short orientation so nobody feels lost on the machine.
4. A welcoming culture. No assumptions about experience, body type, age or income.
5. A steady schedule. Classes run at the same times every week so members can build a habit.
6. Careful teachers. Every teacher holds a current certification for what they teach, and we do not diagnose or treat medical conditions.

Why members stay. People stay where they are known. We learn names, notice absences, check in after a missed week and celebrate small milestones.

Market Analysis

Who we serve:
- Adults 25 to 65 who want a regular practice but find boutique studios too expensive.
- Beginners who are nervous about walking into a class where everyone else seems to know what to do.
- Older adults who want gentle, low-impact strength and balance work.
- People returning to exercise after a break, a move or a busy season of life.
- Workers who need early morning, evening and weekend classes.

How we sized the market. Our main trade area is the neighborhoods within a 10-minute drive of the studio. We estimate that a small share of adults there already practice yoga or Pilates and a larger share would try it if a welcoming studio were close by. We are not counting on a share of the whole market. Year 1 asks for about 125 members by the end of the year, plus drop-in students, which is a small fraction of the adults who live and work nearby. Replace these estimates with your own count of homes, offices, schools and clinics near your location.

Competitive Landscape

What people can do today:

1. Boutique studios. High quality and a beautiful space, but premium prices. Members who want only two or three classes a week often feel they are paying for a lifestyle brand.
2. Gym classes. Inexpensive and convenient, but crowded, often changed at the last minute and rarely taught with individual attention.
3. Online classes and apps. Free or cheap and available any time, but with no one to correct form, no community and no reason to show up.
4. Physical therapy and wellness clinics that run a few classes a week. Careful and helpful, but small, scheduled around their patients and not set up as a full studio.

Where we fit. Root & Rise offers real teachers, small classes, reformers and a fair price in one place. We will not try to beat the boutique studios on decor or the gyms on price. We will win on attention, clarity and community.

Marketing & Sales Strategy

How people will find us and decide to join.

Before opening:
- Sign up at least 40 founding members at a reduced first-month price.
- Host a free community class in a park or a library to meet the neighborhood.
- Ask two physical therapy practices, two primary care offices and a few workplaces to share our schedule with their patients and employees. We do not pay for referrals.
- Put a clear coming-soon sign on the storefront as soon as the lease is signed.

After opening:
- A new student offer: the first week free or the first month at a reduced price.
- A Google Business Profile with honest reviews from real members, and an Instagram page that shows real classes and real students rather than stock photos.
- Monthly workshops open to the public, which bring in people who are not ready to join.
- Employer wellness partnerships, such as a weekly class for a nearby office.
- A friend pass: members can bring a guest free once a month.

What we will measure. How people heard about us, how many visitors become members and how long members stay.

Operations Plan

How the studio will run.

Schedule. About 30 classes a week: early mornings, lunch, evenings and weekends, with reformer classes spread across the day.

Staffing in Year 1. Sofia teaches many of the classes and runs the studio. About two full-time equivalents of certified teachers, shared among several part-time teachers, cover the rest. A part-time front desk person greets students, handles payments and keeps the space clean. Pay for each role is listed at the end of this plan.

Bookings and payments. A studio management system handles class booking, waitlists, memberships and card payments from day one, so students can book from a phone and the front desk never has to chase a payment.

Safety. Each new student fills out a short health form and signs a waiver. Reformers are inspected every month and springs and straps are replaced on a set schedule. A first aid kit is on site, teachers hold current CPR and first aid training and every teacher has a written plan for what to do if a student is hurt. We do not diagnose or treat medical conditions, and teachers send students to a doctor when something sounds medical.

Cleaning. Mats and props are wiped after every class, the floor is cleaned daily and laundry for blankets and towels is on a weekly schedule.

Retail. A small corner sells mats, bands and a few items from local makers on consignment, so we do not tie up cash in stock.

Management & Organization

The people who will run Root & Rise Yoga Studio.

Sofia Rivera, owner and lead teacher. She has taught group yoga and Pilates classes for several years, holds the teaching certifications the insurer requires and leads the schedule, the teachers, the budget and the member experience. (Replace this paragraph with your own background.)

Yoga and Pilates teachers (about two full-time equivalents in Year 1, shared among part-time teachers). Each teacher holds a current certification for what they teach, carries CPR and first aid training and agrees to the studio's teaching standards. The studio checks references before anyone teaches a class.

Front desk (part time). Greets members, books classes, handles payments and keeps the space clean and ready.

Studio manager (from Year 3). Runs the schedule, the front desk and the member programs so the owner can teach and plan.

Outside advisors. A bookkeeper, an accountant, an attorney who reviews the lease and the waiver, an insurance broker and a free mentor from SCORE or the Small Business Development Center.

Staff pay in this plan is a full year per person: owner and Lead Teacher $42,000; yoga and Pilates Teachers (full-time equivalents) $30,000; front Desk (part-time) $20,000; studio Manager $40,000. Replace them with the pay you can offer where you live.

Milestones Narrative

Our goals and when we plan to reach them.
- Before opening (3 to 4 months ahead): sign the lease, finish the floor, mirrors and changing area, install and test the five reformers, confirm each teacher's certifications and insurance, build the schedule and sign up at least 40 founding members before the doors open.
- Year 1: about 92 members on average, 3,000 drop-in and class-pack visits and 400 workshops and private bookings; $217,500 in sales and a loss of about $16,900.
- Year 2: about 140 members on average and a second teacher for Pilates; more evening and weekend classes; $338,355 in sales and a profit of about $58,000.
- Year 3: about 180 members on average and a studio manager so the owner can teach and plan more; $442,810 in sales and a profit of about $74,300.
- Year 4: about 210 members on average and a first teacher training or workshop series; $530,642 in sales and a profit of about $98,000.
- Year 5: about 230 members on average and a plan for a second room or a second location, if the numbers support it; $588,192 in sales and a profit of about $111,500.
Growth depends on winning and keeping customers, so treat the later years as goals, not promises.

What we check every week: members and visits per week, class attendance, reformer bookings, new member sign-ups, cancellations, reviews, teacher hours and cash in the bank.

Funding Request

How much we need and how we will use it. Total we are raising: $113,000.

How we got that number. The Funding Need Calculator in this plan adds up three things:
- Startup costs of $53,000, listed item by item in the Startup Costs section: $6,500 for hardwood or LVP studio flooring, $3,500 for wall mirrors, full studio length, $1,500 for dimmable studio lighting, $2,500 for changing area with cubbies, hooks and bench, $17,500 for pilates reformers (5), $1,500 for reformer accessories (boxes, springs, straps), $2,250 for yoga mats (30, studio grade), $3,000 for yoga props: blocks, straps, bolsters and blankets (30 sets), $800 for meditation cushions and supports (10), $1,500 for sound system, $1,450 for front desk computer, card reader and tablet, $2,000 for exterior and interior signage, $1,200 for website and first-year hosting, $800 for grand opening community class, $1,200 for studio management software, Year 1, $400 for LLC filing and business registration, $800 for lease review by a business attorney, $1,600 for general and professional liability insurance, first year, $1,000 for opening retail consignment stock, $2,000 for contingency.
- The cash the business uses before it breaks even, about $8,300. Class sales are slow in the first months while members find us, so the studio spends some of its cash on rent and pay before sales catch up.
- A cash cushion of about $51,200: three months of Year 1 operating costs.
- Together, the cash used before break even and the cushion come to about $59,400, and the three pieces add up to about $112,400, rounded up to the nearest $500: $112,500.
We are raising $500 more than that, $113,000 in all, to cover a slower first season than planned and the cost of adding teachers as classes fill. With this funding, the lowest year-end cash balance is about $68,900, at the end of Year 1.

Where the money comes from:
- My own money: $78,000.
- SBA 7(a) loan: $35,000.

Kind of funding we are looking for. An SBA 7(a) loan from a lender that finances small wellness studios, backed by my own savings and the studio equipment as collateral.

How we will pay it back. We expect a loss of about $16,900 in Year 1, a profit of about $58,000 in Year 2, a profit of about $74,300 in Year 3, a profit of about $98,000 in Year 4 and a profit of about $111,500 in Year 5. With this funding, the business has money in the bank at the end of every year of the plan. Our loan is the SBA 7(a) loan at 12.5% over 7 years, $627 a month. That payment is already included in our cash flow. We chose these as cautious planning rates; ask the lender for the real rates, which may be lower or higher.

What we are offering the lender: the studio equipment, including the reformers, and my personal guarantee.

A smaller first step, if needed. If we cannot raise the full amount right away, we can start smaller and grow into this plan:
- Phase 1: open with the main room only, three reformers instead of five, a shorter class schedule and a smaller sign, which lowers the startup costs and the loan.
- Phase 2: once the schedule fills, add the other two reformers, the evening and weekend classes and the workshop series, and follow this plan.
To plan the smaller start, make a copy of this plan (use Duplicate) and lower the numbers to match.

All numbers in this plan are estimates. We will update them as real results come in.

Appendix Notes

Documents to attach before you send this plan:

- Your resume and a personal financial statement (a list of what you own and what you owe; lenders usually provide a form).
- Business registration papers and your EIN (your business tax number from the IRS, free at irs.gov).
- The lease or a letter of intent from the landlord.
- Quotes for the flooring, mirrors and the five reformers.
- Copies of each teacher's certifications and CPR training.
- Your general and professional liability insurance quote and your student waiver.
- The class schedule, price list and a list of founding members or people who have said they will join.
If you don't have any of this yet, no worries - let's continue.

The assumptions behind our numbers (change them in the Financials section to match your own):
- Memberships (per member, per month): about $105 in Year 1, rising to $118.18; about $6 in direct costs, rising to $6.89; about 1,100 in Year 1, growing to 2,800.
- Drop-In Visits and Class Packs (per visit): about $22 in Year 1, rising to $24.76; about $2 in direct costs, rising to $2.3; about 3,000 in Year 1, growing to 6,300.
- Workshops, Teacher Training and Private Sessions (per booking): about $90 in Year 1, rising to $101.3; about $18 in direct costs, rising to $20.66; about 400 in Year 1, growing to 1,000.
- Memberships are a flat monthly price. About 1,100 member-months in Year 1 is roughly 92 members on average. A drop-in or class-pack visit averages about $22, and workshops, private sessions and small-group bookings average about $90.
- Prices rise about 3% a year.
- Equipment ($28,000 in Year 1) covers five Pilates reformers and their accessories, mats and props, the sound system and the front desk equipment, and later years ($3,000, $3,000, $4,000 and $3,000) replace and add equipment.
- Pay (a full year, per person): owner and Lead Teacher $42,000; yoga and Pilates Teachers (full-time equivalents) $30,000; front Desk (part-time) $20,000; studio Manager $40,000.
- Other yearly costs in Year 1: rent $46,000, utilities $5,400, insurance $3,000, software, Website and Music Licensing $3,600, marketing and Community Events $12,000, accounting and Legal $3,600, payroll Taxes $9,000. These grow between 3% and 12% a year.
- Customers and payers pay about 4 days after service, so at the end of Year 1 about $2,175 is still owed to us. Income tax at 21%.
- Every dollar amount is an estimate. Replace them with your own quotes and research.

Startup Costs