This trucking company business plan template has 33 pages and is a MS Word file type listed under our business plan kit documents.
Sample of our trucking 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. 1.0 Executive Summary 1 1.1 Objectives 2 1.2 Mission 2 1.3 Keys to Success 2 2.0 Company Summary 3 2.1 Company Ownership 3 2.2 Company History 3 Table: Past Performance 4 3.0 Services 5 4.0 Market Analysis Summary 6 4.1 Market Segmentation 6 Table: Market Analysis 7 4.2 Target Market Segment Strategy 7 4.3 Service Business Analysis 7 4.3.1 Competition and Buying Patterns 7 5.0 Strategy and Implementation Summary 7 5.1 Competitive Edge 7 5.2 Marketing Strategy 8 5.3 Sales Strategy 8 5.3.1 Sales Forecast 8 Table: Sales Forecast 8 5.4 Milestones 10 Table: Milestones 10 6.0 Management Summary 11 6.1 Personnel Plan 11 Table: Personnel 11 7.0 Financial Plan 11 7.1 Important Assumptions 11 7.2 Break-even Analysis 11 Table: Break-even Analysis 11 7.3 Projected Profit and Loss 13 Table: Profit and Loss 13 7.4 Projected Cash Flow 16 Table: Cash Flow 16 7.5 Projected Balance Sheet 18 Table: Balance Sheet 18 7.6 Business Ratios 19 7.6 Business Ratios 19 Table: Ratios 19 Table: Sales Forecast 1 Table: Personnel 2 Table: Profit and Loss 3 Table: Cash Flow 4 Table: Balance Sheet 6 1.0 Executive Summary [YOUR COMPANY NAME] is a freight, trucking, storage, welding and fabricating company that services 48 states; however they specialize in servicing the east coast of the United States. The owner, [YOUR NAME], has extensive experience in the freight and fabricating industries. [YOUR COMPANY NAME] is a local and over the road company located in [YOUR CITY], Indiana. The company is family owned and operated. The company's drivers are some of the most experienced in the US. Highly respected in the industry, [YOUR COMPANY NAME] now has more than 100 tractors and over 200 trailers. [YOUR COMPANY NAME] is an industrial welder, sandblast and painting facility. [YOUR COMPANY NAME] is state certified. [YOUR COMPANY NAME] provides: 48' & 53' Van deliveries 45' & 48' Flatbed deliveries Double drop trailers RGN trailers Oversize & over dimensional Mig, Tig, ARC, Aluminum, Steel, and Cast welding [YOUR COMPANY NAME] also offers outside storage and warehousing. [YOUR COMPANY NAME] solid business model is forecasted to reach profitability by the end of the first year of this plan. [YOUR COMPANY NAME] will achieve market penetration by remaining laser focused on their market niche, while fully utilizing their strong management and personnel. The purpose of this plan is to attain grant funding in the amount of $500,000 in order to expand the current facility, hire additional employees, repair and maintain current fleet of trucks and company vehicles and upgrade equipment used for welding and fabricating in the facility. 1.1 Objectives [YOUR COMPANY NAME] objectives from the first three years of this plan include: To create a service-based company who's #1 ambition is to continually exceed the customer's expectations. To increase our number of served clients by 20% per year through superior performance and word of mouth referrals. To develop a sustainable, profitable, on-going and growing business. 1.2 Mission The mission of [YOUR COMPANY NAME] is to provide the customer with the most satisfying truck delivery, welding and fabricating experience that they have ever experienced. The company exists to attract and maintain customers. When [YOUR COMPANY NAME] adheres to this maxim, everything else will fall into place. The company's services will exceed the expectations of it's' customers. 1.3 Keys to Success Keys to success for the company will include: Maintaining a reputable and untarnished reputation in the industry. Quality care to the company's customers. Competitive pricing. Flexible hours of operation. 2.0 Company Summary [YOUR COMPANY NAME] is a local and over the road company located in [YOUR CITY], Indiana. The company is family owned and operated. [YOUR COMPANY NAME] drivers are some of the most experienced in the US. [YOUR COMPANY NAME] provides: 48' & 53' Van deliveries 45' & 48' Flatbed deliveries Double drop trailers RGN trailers Oversize & over dimensional The company also offers outside storage and warehousing. [YOUR COMPANY NAME] is highly respected in the industry and the company now has more than 100 tractors and over 200 trailers. [YOUR COMPANY NAME] is an industrial welder, sandblast and painting facility. The company offers Mig, Tig, ARC, Aluminum, Steel, and Cast welding and are state certified. 2.1 Company Ownership The company, [YOUR COMPANY NAME], is a Limited Liability Corporation formed in 1993. 2.2 Company History [YOUR COMPANY NAME] started out as a one truck delivery service in 1993. Family owned and operated the trucking company has survived by providing the very best customer service to some of the biggest companies in the US. The fabrication shop was added to the company in July of 2002. It is a fully accredited weld shop with certified welders. The company also has a full paint and sandblast area. Although TJR is geared toward industrial refurbishing, the company also caters to the smaller fabrication projects as well. Customers can come in any day and meet the owners, as they work here on site. Table: Past Performance Past Performance FY 2008 FY 2009 FY 2010 Sales $756,322 $722,339 $608,873 Gross Margin $568,029 $539,959 $464,965 Gross Margin % 75.10% 74.75% 76.36% Operating Expenses $433,578 $417,978 $343,708 Balance Sheet FY 2008 FY 2009 FY 2010 Current Assets Cash $56,000 $23,456 $10,217 Other Current Assets $302,550 $470,513 $280,651 Total Current Assets $358,550 $493,969 $290,868 Long-term Assets Long-term Assets $4,500,000 $7,200,000 $24,500,000 Accumulated Depreciation $45,000 $75,000 $163,333 Total Long-term Assets $4,455,000 $7,125,000 $24,336,667 Total Assets $4,813,550 $7,618,969 $24,627,535 Current Liabilities Accounts Payable $0 $0 $0 Current Borrowing $0 $0 $0 Other Current Liabilities (interest free) $0 $0 $0 Total Current Liabilities $0 $0 $0 Long-term Liabilities $250,000 $621,031 $1,250,772 Total Liabilities $250,000 $621,031 $1,250,772 Paid-in Capital $0 $0 $0 Retained Earnings $4,499,038 $6,936,289 $23,308,107 Earnings $64,512 $61,649 $68,656 Total Capital $4,563,550 $6,997,938 $23,376,763 Total Capital and Liabilities $4,813,550 $7,618,969 $24,627,535 Other Inputs Payment Days 30 30 30 3.0 Services [YOUR COMPANY NAME] is premiere full service freight, trucking, welding and fabricating company. [YOUR COMPANY NAME] provides excellent and safe transportation for goods and equipment for the company's clients. [YOUR COMPANY NAME] will work with companies to find a safe, economical way of transporting all clients' property in an efficient and timely manner; therefore, the company feels strongly about keeping clients and employees happy. [YOUR COMPANY NAME] provides: 48' & 53' Van deliveries 45' & 48' Flatbed deliveries Double drop trailers RGN trailers Oversize & over dimensional The company offers outside storage and warehousing
