This trucking and freight company business plan template has 36 pages and is a MS Word file type listed under our business plan kit documents.
Sample of our trucking and freight 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 Chart: Highlights 2 1.1 Objectives 2 1.3 Keys to Success 3 2.2 Company History 5 3.0 Services 7 Table: Market Analysis 9 4.2 Target Market Segment Strategy 10 4.3 Service Business Analysis 11 4.3 Service Business Analysis 11 4.3.1 Competition and Buying Patterns 12 5.0 Web Plan Summary 12 5.1 Website Marketing Strategy 12 5.2 Development Requirements 12 6.0 Strategy and Implementation Summary 13 6.1 SWOT Analysis 13 6.2 Competitive Edge 15 6.3 Marketing Strategy 15 6.4 Sales Strategy 15 Chart: Sales by Year 17 6.5 Milestones 17 Table: Milestones 18 Table: Personnel 19 8.0 Financial Plan 19 8.1 Important Assumptions 19 Table: Break-even Analysis 20 8.3 Projected Profit and Loss 21 Chart: Gross Margin Yearly 23 8.4 Projected Cash Flow 24 Table: Balance Sheet 26 Table: Sales Forecast 1 Table: Personnel 2 Table: Personnel 2 Table: Profit and Loss 3 Table: Profit and Loss 3 Table: Cash Flow 4 1.0 Executive Summary Introduction [YOUR COMPANY NAME] is a well-established trucking and freight company. The company is engaged in the services of delivering cargo for many of the manufacturers in [YOUR CITY], [YOUR STATE/PROVINCE], providing wood products, aluminum, fabricated building, and fencing products to locations across the country. The company is dedicated to providing the highest quality services, meeting the required delivery dates and executing the pickup and delivery of the cargo in accordance with the client's needs. The focus of this business plan is to identify its future target clients, explain its marketing strategy and to improve its internal procedures so it can substantially increase profitability. The Company [YOUR COMPANY NAME] is located in [YOUR CITY], [YOUR STATE/PROVINCE]. The company is a family owned and operated business, founded by INSERT NAME, in October of 1983; they started with one delivery truck. [YOUR COMPANY NAME] has expanded their services and fleet of trucks and now has long term delivery contracts with many of the major manufacturers in the area. [YOUR COMPANY NAME] has become a well-known icon in [YOUR CITY] and is known for the premium services and competitive prices they provide to their clients. The Products [YOUR COMPANY NAME] provides delivery services many of their larger competitors are unable to provide. They work with a schedule that is at a 90% to 95% capacity, most deliveries are scheduled two weeks in advance. The company has drivers on call for rush deliveries, full load cargo (L) and less than full load cargo (LTL) and will deliver anywhere the client needs them to go. The Market There are approximately 126 manufacturing plants in the town of [YOUR CITY], many of whom are current clients of [YOUR COMPANY NAME]. By expanding their services and fleet of trucks, they will be able to offer delivery services for the other manufacturers. Financial Considerations The marketing research and tailored marketing strategy projections described in this business plan, will increase [YOUR COMPANY NAME] profits over the next three years, this is only an estimate, and depends on how well the economy recovers over the next two to three years. Furthermore, with the ability to generate so much cash flow, it is assumed that the company will seek to use this asset to expand its markets and delivery capacity in the near future. Chart: Highlights 1.1 Objectives The objectives of [YOUR COMPANY NAME] are to: • Provide the best services possible to our existing and new clients • Purchase 10 new fuel efficient trucks with Auxiliary Power Units • Stay ahead of our competition by providing competitive prices • Obtain new accounts before the end of 2010. 1.2 Mission The mission of [YOUR COMPANY NAME] is to remain a leading freight and trucking operation, servicing the major manufacturing companies in [YOUR CITY], [YOUR STATE/PROVINCE] area. • [YOUR COMPANY NAME] offers quality, cost effective freight services. • The goal of [YOUR COMPANY NAME] is to hire 5 additional employees as they expand their business services. • [YOUR COMPANY NAME] will continue to provide reliable, secure, on time services; with an ongoing comprehensive quality control program providing 100% customer satisfaction. • Maintain beneficial long-term relationships with our clients. This will increase profits through referrals and repeat business. 1.3 Keys to Success The Keys to Success for [YOUR COMPANY NAME] are: • Family Owned and Operated by [YOUR NAME]since 1983. Jim and Sharon have more than 37 years experience in the trucking industry. • Experience, knowledge and quality service has appointed [YOUR COMPANY NAME] an icon in [YOUR CITY], [YOUR STATE/PROVINCE]. [YOUR COMPANY NAME] delivers to 48 states. • Knowledgeable staff with an excellent reputation in customer service. • Drivers have excellent driving skills and knowledge, knowing the fastest and safest routes to deliver on time. • Contracts with major manufacturers in [YOUR CITY] and other manufacturers across the Country. • Competitive prices, quality services. 2.0 Company Summary [YOUR NAME]started in the trucking industry 37 years ago, managing 73 coal trucks. [YOUR COMPANY NAME] was formed in 1983; starting from the ground up with only one delivery truck, delivering for Weyerhaeuser. The company now has 10 trucks and has several long-term contracts with the major manufacturers in [YOUR CITY], [YOUR STATE/PROVINCE]. [YOUR COMPANY NAME] provides delivery services for their clients in [YOUR CITY] to 48 states. They also have clients on the East Coast, West Coast and in the Mid-West. [YOUR COMPANY NAME] Owner: [YOUR NAME] [YOUR ADDRESS] [YOUR PHONE NUMBER] [YOUR EMAIL@YOURCOMPANY.COM] 2.1 Company Ownership [YOUR NAME] is the founder of [YOUR COMPANY NAME] and owns 100% of the stock of [YOUR COMPANY NAME]. [YOUR NAME] is in charge of all business administration, accounting, personnel, marketing, and business services for [YOUR COMPANY NAME]. [YOUR NAME] manages all of the trucking operations for [YOUR COMPANY NAME] and also manages the maintenance garage, and current laws for the trucking industry. INSERT NAME(S) are paid a salary through the corporation as employees of [YOUR COMPANY NAME] 2.2 Company History [YOUR COMPANY NAME] was founded by [YOUR NAME] and has been in operation since 1983; in the same location, providing delivery service to 48 States for the manufacturing plants in [YOUR CITY], [YOUR STATE/PROVINCE]. Weyerhaeuser has been a long-term, steady client, using [YOUR COMPANY NAME] services daily. The revenue from Weyerhaeuser brings in an estimated $4,000,000 a year. We expect an increase in our total 2010 revenue. As industry demands continue, [YOUR COMPANY NAME] will continue to deliver their clients products, when and where they need delivery
