This moving company business plan template has 33 pages and is a MS Word file type listed under our business plan kit documents.
Sample of our moving company business plan template:
Confidentiality Agreement The undersigned reader acknowledges that the information provided by [YOUR COMPANY NAME] in this business plan is confidential; therefore, reader agrees not to disclose it without the express written permission of [YOUR COMPANY NAME]. It is acknowledged by reader that information to be furnished in this business plan is in all respects confidential in nature, other than information which is in the public domain through other means and that any disclosure or use of same by reader may cause serious harm or damage to [YOUR COMPANY NAME]. Upon request, this document is to be immediately returned to [YOUR COMPANY NAME]. ___________________ Signature ___________________ Name (typed or printed) ___________________ Date This is a business plan. It does not imply an offering of securities. Table of Contents 1.0 Executive Summary 3 Chart: Highlights 3 1.1 Objectives 4 1.2 Mission 4 1.3 Keys to Success 4 2.0 Company Summary 4 2.1 Company Ownership 4 2.2 Company History 4 Table: Past Performance 5 Chart: Past Performance 6 3.0 Services 6 4.0 Market Analysis Summary 6 4.1 Market Segmentation 7 Table: Market Analysis 7 Chart: Market Analysis (Pie) 8 4.2 Target Market Segment Strategy 8 4.3 Service Business Analysis 8 4.3.1 Competition and Buying Patterns 9 5.0 Strategy and Implementation Summary 9 5.1 SWOT Analysis 9 5.1.1 Strengths 9 5.1.2 Weaknesses 10 5.1.3 Opportunities 10 5.1.4 Threats 10 5.2 Competitive Edge 10 5.3 Marketing Strategy 10 5.4 Sales Strategy 10 5.4.1 Sales Forecast 11 Table: Sales Forecast 11 Chart: Sales Monthly 12 Chart: Sales by Year 12 5.5 Milestones 13 Table: Milestones 13 Chart: Milestones 14 6.0 Management Summary 14 6.1 Personnel Plan 14 Table: Personnel 15 7.0 Financial Plan 15 7.1 Important Assumptions 15 7.2 Break-even Analysis 15 Table: Break-even Analysis 15 Chart: Break-even Analysis 16 7.3 Projected Profit and Loss 16 Table: Profit and Loss 17 Chart: Profit Monthly 18 Chart: Profit Yearly 18 Chart: Gross Margin Monthly 19 Chart: Gross Margin Yearly 19 7.4 Projected Cash Flow 20 Table: Cash Flow 20 Chart: Cash 21 7.5 Projected Balance Sheet 22 Table: Balance Sheet 22 7.6 Business Ratios 23 Table: Ratios 23 Appendix Table: Sales Forecast 1 Table: Personnel 3 Table: Profit and Loss 4 Table: Cash Flow 5 Table: Balance Sheet 6 1.0 Executive Summary For over 60 years, [YOUR COMPANY NAME] has established a reputation as the premier piano movers in the [YOUR STATE/PROVINCE]. This reputation has allowed the company to expand by becoming a full-service moving and Storage Company for residential and commercial customers and providing delivery service for a furniture manufacturer and mobile dialysis machinery. The additional funding will allow the company to continue to expand by increasing advertising and upgrading facilities and equipment. The combination of increased sales accomplished by utilizing some of the requested funds to update the company's website design and exploiting other advertising media to increase customer awareness of the company's available services and reduced expenses obtained from updating the company's facilities and equipment will enhance the company's profitability. Upgrading the company's facilities and equipment will permit [YOUR COMPANY NAME] to provide customers with the quality of service that has distinguished the company from the competition. Chart: Highlights 1.1 Objectives [YOUR COMPANY NAME]'s objective for this business plan is to provide funding for the following: Purchasing new vehicles to replace older trucks with modern fuel efficient models. Improving building facilities and expanding the paved parking area. Updating the company web design and increasing media advertising to expand customer awareness of [YOUR COMPANY NAME] and the services the company offers. Improving warehouse efficiency by purchasing another forklift, implementation of inventory control measures and updating the security system. Upgrading computers and other office equipment. Hiring additional employees. 1.2 Mission It is [YOUR COMPANY NAME]'s mission to provide excellent service for the moving and relocation needs in the [YOUR STATE/PROVINCE] communities through our hard work and integrity. 1.3 Keys to Success [YOUR COMPANY NAME] is [YOUR STATE/PROVINCE]'s most recommended movers because of the exceptional service provided to move client's belongings. The company has built a reputation on the integrity, quality of service and devotion to meeting and exceeding the client's needs during the moving process. 2.0 Company Summary [YOUR COMPANY NAME] is a family oriented business whose services include commercial and residential moving and storage. Originally established as professional piano movers, their services also include restoration, tuning and rentals of pianos. The company is contracted as a delivery service for a furniture manufacturer, delivers mobile dialysis machinery and is a Penske truck rental agent. [YOUR COMPANY NAME] is also a certified restaurant equipment installer. 2.1 Company Ownership [YOUR COMPANY NAME] is established as a Subchapter C Corporation in [YOUR CITY], [YOUR STATE/PROVINCE] and is owned and operated by [YOUR NAME] as Principal Owner/President and [NAME] as Co-Owner/Vice President in charge of operations 2.2 Company History [NAME] started the business in 1949 moving and storing pianos in [YOUR STATE/PROVINCE]. As the business grew, the company expanded to include moving services covering the Southeast United States. In 1972, [YOUR NAME] became his father's business partner and through their combined leadership, they expanded the business to provide complete delivery services for piano dealers and established a commercial piano rental program. In 1984, the business expanded further to include other commercial and household moving needs of their customers and expanded coverage to the Eastern United States region. In 2009, principal ownership of the company was transferred to [NAME]. Table: Past Performance Past Performance 2007 2008 2009 Sales $1,432,720 $1,388,905 $943,874 Gross Margin $515,059 $597,155 $432,170 Gross Margin % 35.95% 42.99% 45.79% Operating Expenses $445,191 $517,707 $447,160 Earnings $69,868 $79,448 ($14,991) Balance Sheet 2007 2008 2009 Current Assets Cash $33,713 $44,086 $26,845 Accounts Receivable $71,042 $44,479 $34,687 Other Current Assets $80,098 $154,494 $190,532 Total Current Assets $184,853 $243,059 $252,064 Long-term Assets Long-term Assets $312,002 $350,283 $383,428 Accumulated Depreciation $253,133 $293,837 $315,314 Total Long-term Assets $58,869 $56,446 $68,114 Total Assets $243,722 $299,505 $320,177 Current Liabilities Accounts Payable $20,689 $8,967 $9,145 Current Borrowing $0 $0 $0 Other Current Liabilities (interest free) $25,087 $7,177 $73 Total Current Liabilities $45,776 $16,144 $9,218 Long-term Liabilities $87,329 $47,520 $44,919 Total Liabilities $133,105 $63,665 $54,136 Paid-in Capital $173,173 $173,173 $173,173 Retained Earnings ($132,424) ($16,780) $107,859 Earnings $69,868 $79,448 ($14,991) Total Capital $110,617 $235,840 $266,041 Total Capital and Liabilities $243,722 $299,505 $320,177 Chart: Past Performance 3.0 Services [YOUR COMPANY NAME] is recognized as [YOUR STATE/PROVINCE]'s most recommended professional piano movers, specializing in moving, storing, tuning and refinishing pianos. The company is a full-service moving and storage company for residential and commercial customers. Packing & crating service is available and packing supplies are also for sale to meet customer requirements. [YOUR COMPANY NAME] offers climate-controlled residential and commercial storage
