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Comment construire le business plan d'une entreprise de transport de marchandises ?

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Nos experts ont réalisé un un pack complet pour une entreprise de transport de marchandises , modifiable.

En France, le marché du transport de marchandises connaît une croissance continue. En effet, le volume de transport hebdomadaire a augmenté d'environ 50% ces dernières années.

Avec plus de 30 000 entreprises spécialisées en France, le secteur du transport de marchandises est plutôt stable et prometteur. Il génère près de 50 milliards d'euros de chiffre d'affaires annuel, soit près de 25% du marché global du transport.

Les petites et moyennes entreprises occupent une place importante dans le secteur. En effet, près de 90% des entreprises de transport de marchandises comptent moins de 10 employés, tandis que seulement 1% d'entre elles comptent plus de 250 employés.

De ce fait, le transport de marchandises est un marché particulièrement intéressant pour les nouvelles entreprises souhaitant se faire une place. Alors, pourquoi ne pas vous lancer ?

Pour réussir l'ouverture d'une entreprise de transport de marchandises, il faut commencer par rédiger un bon business plan. En élaborant ce document, vous pourrez développer une stratégie gagnante pour votre nouvelle activité de transport. En outre, un business plan peut vous aider à obtenir le financement nécessaire au démarrage de votre projet.

Que doit contenir le business plan d'une entreprise de transport de marchandises ? Comment estimer le chiffre d'affaires de votre activité ? Comment établir le budget prévisionnel d'une entreprise de transport ? Comment réaliser une étude de rentabilité pour une entreprise de transport de marchandises ? Quels sont les éléments de la partie financière d'un business plan ?

Dans cet article, nous répondons à toutes ces questions.

entreprise de transport de marchandises business plan pdf

La rédaction du business plan d’une entreprise de transport de marchandises

Dois-je établir un business plan pour mon entreprise de transport de marchandises .

Oui, la rédaction d'un business plan avant l'ouverture de votre entreprise de transport de marchandises vous permettra de : - étudier le marché du transport dans sa globalité - découvrir les dernières tendances du secteur - identifier les facteurs de réussite d'une entreprise de transport de marchandises - mieux comprendre les besoins de votre clientèle cible - réfléchir à la proposition de valeur de votre entreprise de transport de marchandises - analyser les lacunes des entreprises de transport concurrentes - évaluer les avantages concurrentiels de votre entreprise de transport - élaborer un plan de développement pour votre activité - définir la bonne stratégie marketing pour votre entreprise de transport - examiner les risques potentiels - convaincre un partenaire financier de la rentabilité de votre entreprise de transport de marchandises

Vous pouvez atteindre tous ces objectifs grâce à notre modèle de business plan pour une entreprise de transport de marchandises .

Comment se présente le business plan d'une entreprise de transport de marchandises ?

Un business plan contient de nombreuses études et analyses. Il est essentiel de bien structurer tous ces éléments.

Notre business plan pour une entreprise de transport de marchandises est divisé en 5 parties différentes.

La première partie correspond à l' “Opportunité de Marché” . C'est une partie dans laquelle on va donner des éléments sur le marché du transport, les dernières innovations du secteur, ainsi que les critères de réussite d'une entreprise de transport de marchandises.

La partie suivante correspond à la “Présentation de l'Entreprise” , elle va nous permettre de présenter l'entreprise de transport de marchandises (les moyens de transport utilisés, les différentes destinations proposées ou encore les tarifs pratiqués). Cette partie présente aussi la proposition de valeur de votre compagnie de transport. Elle se termine par la présentation du responsable de cette entreprise de transport de fret.

Vient ensuite la partie “Étude de Marché” , qui va permettre de présenter les segments de marché et les entreprises de transport de marchandises concurrentes. Cette partie contient également une matrice SWOT, qui récapitule les forces et les faiblesses de votre entreprise de transport de fret, tout en présentant les opportunités et les menaces existantes dans l'environnement concurrentiel.

La partie “Stratégie” , va nous permettre d'introduire une stratégie sur le long terme, contenant les actions à développer pour rentabiliser votre entreprise de transport de marchandises. On y évoque notamment le plan marketing qui permettra d'attirer et de fidéliser la clientèle de votre compagnie de transport.

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Et l'Executive Summary d'une entreprise de transport de marchandises ?

Pour construire un bon Executive Summary, il faut reprendre les points essentiels du business plan d'une entreprise de transport de marchandises .

À noter que l'Executive Summary d'une entreprise de transport de marchandises est un document qui doit rester bref.

"Executive Summary" et "business plan" sont des termes qui prêtent parfois à confusion. Or, ils ne signifient pas la même chose.

Il existe un lien entre le Executive Summary et le business plan. L'Executive Summary résume les points principaux d'un business plan. Il constitue donc une introduction au business plan de votre entreprise de transport de marchandises. Sa rédaction est facultative.

Comment construire l'étude de marché d'une entreprise de transport de marchandises ?

Pour réussir votre étude de marché, vous devez identifier les clients potentiels de votre entreprise de transport de marchandises, les services qu'ils achètent, les tarifs proposés, vos concurrents et les opportunités du marché.

Dans la partie “Étude de Marché” de notre business plan pour une entreprise de transport de marchandises , on retrouve notamment : - les grands chiffres du marché de transport de marchandises - les derniers progrès réalisés dans ce domaine - les segments de clientèle d'une entreprise de transport de marchandises - l'analyse SWOT de votre activité - l'étude de l'environnement concurrentiel - différents exemples d'avantages concurrentiels

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Les principaux éléments du business plan d'une entreprise de transport de marchandises

Quelles sont les obligations d'une entreprise de transport de marchandises .

La profession de transporteur est très réglementée et requiert l'obtention d'une capacité de transport routier de marchandises. La possession d'une telle attestation vous permet de prouver que vous avez toutes les compétences nécessaires pour diriger une entreprise de transport de marchandises.

Pour l'obtenir, vous devez passer un examen national. Aussi, pour pouvoir créer une entreprise de transport de marchandises, vous devez faire la demande d'une autorisation d'exercice auprès de la DREAL. Celle-ci vous sera délivrée si votre dossier est complet et que les conditions d'accès à la profession sont remplies.

Pour exercer en tant que transporteur routier, vous devez souscrire une assurance tous risques professionnelle. Les véhicules de l'entreprise doivent également être assurés. Le respect de ces règles permet de gagner la confiance des banquiers, puisque les risques sont maîtrisés et que votre entreprise est protégée.

En quoi consiste le business model d'une entreprise de transport de marchandises ?

Le modèle économique d'une entreprise de transport de marchandises est la prestation de services de transport et de livraison de marchandises.

En général, une entreprise de transport de marchandises est spécialisée dans un domaine particulier, comme le transport de colis, le transport international, etc.

Elle dispose d'une équipe de transporteurs chargés de livrer les biens confiés au bon endroit, au niveau national ou international, dans les délais et sans dommage.

L'entreprise de transport de marchandises généraliste prend en charge tous les types de biens, du simple document au conteneur de fret ou d'avion. Une fois les horaires de ramassage convenus avec chaque client, l'entreprise doit collecter tous ces colis et organiser ses envois en fonction des délais, de la destination, du volume, etc.

Le business model de votre entreprise de transport de marchandises devra être expliqué à l'aide du Business Model Canvas, qui fait partie du business plan.

Bien entendu le, business plan que nous avons conçu pour une entreprise de transport de marchandises contient bien le Business Model Canvas (modifiable) adapté à la réalité d'une entreprise de transport de marchandises.

Les segments de clientèle de votre entreprise de transport

Le business plan de votre entreprise de transport de marchandises doit indiquer clairement vos segments de marché. Pour une compagnie de transport de marchandises, ces segments comprennent à la fois les entreprises et les particuliers.

C'est lors de la rédaction de l'étude de marché de votre entreprise de transport que vous allez vérifier et valider ces hypothèses.

Comment faire l'analyse concurrentielle d'une entreprise de transport de marchandises ?

Comme nous l'avons fait dans le business plan d'une entreprise de transport de marchandises , vous devez aborder le sujet des entreprises de transport de marchandises concurrentes.

De plus, il faudra examiner leurs points forts, puis comparer votre offre de services de transport à la leur.

Vous devez vous démarquer et présenter des avantages concurrentiels.

L'avantage concurrentiel est un élément qui distingue radicalement votre entreprise de transport de marchandises de ses concurrents.

Quels sont les avantages concurrentiels possibles pour une entreprise de transport de marchandises ? Pour cela, identifiez les faiblesses des entreprises de transport concurrentes. Il peut s'agir d'un manque de réactivité face aux besoins des clients, de retards de livraison ou encore de tarifs exorbitants.

Ces faiblesses entraînent inévitablement une frustration chez les clients de ces entreprises de transport de marchandises. À vous de proposer une offre plus satisfaisante : la flexibilité et la personnalisation des formules de transport, la possibilité d'obtenir un devis gratuitement ou encore la garantie du respect des délais de livraison. Voilà des avantages concurrentiels possibles pour votre entreprise de transport de marchandises.

Enfin, dressez la liste des opportunités et des menaces de l'environnement concurrentiel dans la matrice SWOT de votre compagnie de transport. Cet outil permet d'énumérer les forces et les faiblesses de votre entreprise de transport de marchandises.

Cette SWOT est présente dans notre business plan conçu pour une entreprise de transport de marchandises . Elle est rédigée et modifiable. Le document contient également les avantages concurrentiels d'une entreprise de transport de marchandises.

Comment réussir la stratégie marketing de son entreprise de transport de marchandises ?

Le développement de votre entreprise de transport de marchandises ne s'arrête pas après son démarrage, mais s'étend sur plusieurs années.

Comment allez-vous développer une offre de services de transport adaptée aux besoins de vos clients ? Comment allez-vous vous distinguer des autres entreprises de transport de marchandises ? Comment allez-vous attirer davantage d'entreprises et de particuliers ?

Voici le genre d'actions à inclure dans votre business plan : - proposer un module gratuit permettant d'obtenir un devis automatique pour un service de transport sur le site web de votre entreprise de transport de marchandises - développer une nouvelle offre de transport (une nouvelle destination, de nouvelles conditions pour les colis, etc.) - vous spécialiser dans certains créneaux (transport express, transport médical, transport frigorifique, marchandises fragiles, etc.) - développer une offre destinée aux grandes entreprises faisant souvent appel à vos services de transport - recruter de nouveaux transporteurs de marchandises et une équipe uniquement dédiée à la prospection - racheter des entreprises de transport concurrentes - prospecter les entreprises des secteurs de l'automobile, de l'aérospatiale, du nucléaire, de l'usinage et de l'imprimerie pour le transport de matériaux - proposer une zone de stockage pour l'entreposage

Le prévisionnel financier d'une entreprise de transport de marchandises

Comment évaluer le chiffre d'affaires prévisionnel de votre entreprise de transport .

Pour calculer le revenu d'une entreprise de transport de marchandises, il faut commencer par identifier le panier moyen des dépenses.

Pour votre type d'activité, le panier moyen dépendra de plusieurs critères, comme le type de marchandises transportées (son format, son volume et son poids), la distance à parcourir et les modes de transport utilisés. Le tarif d’un transport de marchandises dépend également de la distance effectuée et des modes de transport utilisés (fluvial, routier, aérien, etc.).

Il vous faudra ensuite multiplier ce montant par le nombre de clients potentiels susceptibles de faire appel à votre service de transport de biens.

Restez modeste dans vos estimations de départ. Cependant, vos efforts et investissements en marketing, publicité et communication devraient vous permettre d'augmenter ce chiffre dans les mois qui suivront. Il n'est pas rare qu'une entreprise de transport de marchandises augmente son chiffre d'affaires de 30-40%, chaque année, au cours des premières années d'activité.

Vous pouvez afficher des prévisions de revenus ambitieuses dans la section financière de votre entreprise de transport de marchandises. Cependant, vous devez trouver le bon équilibre entre une croissance stable et une croissance trop ambitieuse.

Obtenez des prévisions de revenus cohérentes et personnalisées sans avoir à faire de calculs grâce au prévisionnel financier que nous avons construit pour une entreprise de transport de marchandises .

Dans ce modèle financier, après modification des hypothèses, le chiffre d'affaires, le seuil de rentabilité et les autres ratios financiers de votre entreprise de transport de marchandises sont calculés instantanément. De plus, le modèle vous indique automatiquement les corrections à apporter.

Comment rentabiliser une entreprise de transport de marchandises ?

L'analyse du seuil de rentabilité de votre entreprise de transport de marchandises.

Le seuil de rentabilité correspond au montant que votre entreprise de transport doit générer pour couvrir toutes ses dépenses.

Quel chiffre d'affaires faut-il réaliser pour atteindre le seuil de rentabilité ? Combien de jours par an vous faudra-t-il pour être rentable ? Notre modèle financier pour une entreprise de transport de marchandises vous permettra de répondre à ces questions.

Comment augmenter le chiffre d'affaires d'une entreprise de transport de marchandises ?

Pour maximiser les revenus de son entreprise de transport de marchandises, il faut élaborer une solide stratégie marketing (que vous exposerez dans votre business plan).

La stratégie marketing est un processus d'étude et de réflexion qui permet à votre entreprise de transport de répondre à la demande existante. Nous avons mentionné certains de ces points dans la section précédente.

La stratégie marketing complète, elle, se trouve dans notre business plan pour une entreprise de transport de marchandises .

Comment minimiser les dépenses d'une entreprise de transport de marchandises ?

L'équation de la rentabilité d'une entreprise de transport de marchandises inclut une autre variable : les dépenses.

Afin d'atteindre le seuil de rentabilité de votre entreprise de transport de marchandises, il est nécessaire de réduire vos coûts logistiques.

Pour ce faire, le meilleur moyen est d'optimiser le matériel de transport. Vous pouvez, par exemple, opter pour un crédit-bail pour l'achat du véhicule. En plus de l'équipement, vous devez également réduire les coûts de carburant. Pour cela, prévoyez un entretien régulier des pneus et limitez l'utilisation de la climatisation.

Votre budget prévisionnel de trésorerie doit montrer clairement comment chacun des postes de dépenses impactera votre trésorerie.

Pour le budget marketing de votre entreprise de transport de marchandises, veillez à mettre en place un tableau de bord qui vous indiquera si vos investissements sont rentables.

Gardez un œil sur le montant de vos taxes dans le compte de résultat prévisionnel de votre entreprise de transport de marchandises.

Notre prévisionnel financier pour une entreprise de transport de marchandises vous indique les montants à allouer à chaque poste de dépenses.

Quels sont les éléments du prévisionnel financier d'une entreprise de transport de marchandises ?

Voici les éléments qui doivent figurer dans la partie financière du business plan de votre entreprise de transport de marchandises : - des prévisions de revenu - un compte de résultat prévisionnel - un bilan prévisionnel - un budget de trésorerie prévisionnel - des soldes intermédiaires de gestion - le détail du BFR - le plan de financement - les investissements initiaux - des ratios financiers, ainsi que des graphiques

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Here is a free business plan sample for a transportation company.

transportation company profitability

If the open road calls to you and you envision starting your own transportation company, you've navigated to the perfect starting point.

In the content that follows, we will steer you through a comprehensive sample business plan tailored for a transportation enterprise.

As an aspiring entrepreneur, you're likely aware that a robust business plan is the roadmap to success, guiding you to establish your objectives, strategies, and financial projections.

To shift your planning into high gear with ease and precision, you can utilize our transportation company business plan template. Our specialists are also on standby to provide a complimentary review and refinement of your plan.

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How to draft a great business plan for your transportation company?

A good business plan for a transportation company must reflect the unique challenges and opportunities of the logistics and transport industry.

To start, it is crucial to provide a comprehensive overview of the transportation market. This includes current statistics and the identification of emerging trends within the industry, as illustrated in our transportation business plan template .

Your business plan should clearly articulate your vision, define your target market (such as local businesses, international shippers, or e-commerce platforms), and describe your company's unique value proposition (like expedited shipping, specialized vehicle fleets, or cost-effective solutions).

Market analysis is a key component. This section should delve into the competitive landscape, regulatory environment, potential partnerships, and customer needs and expectations.

For a transportation company, it is vital to detail the services you plan to provide. This could include freight shipping, passenger transport, logistics services, or last-mile delivery. Explain how these services will meet the demands of your intended customer base.

The operational plan is critical. It should outline the logistics of your operations, including fleet management, routing and scheduling, maintenance protocols, technology use (such as GPS tracking or transportation management systems), and staffing requirements.

Quality control, adherence to transportation regulations, safety standards, and environmental considerations are also important aspects to emphasize for a transportation business.

Discuss your marketing and sales strategies. How will you build your client base and maintain customer relationships? Consider your approach to sales, pricing strategies, and the role of customer service.

Incorporating digital strategies, such as a professional website, online booking systems, and a social media presence, is increasingly important for modern transportation companies.

The financial section is another cornerstone of the plan. It should include your startup costs, revenue projections, operational expenses, and the point at which you expect to break even.

Transportation companies often deal with significant overhead costs, so precise financial planning and understanding your cash flow is essential. For assistance, refer to our financial forecast for a transportation company .

Compared to other business plans, a transportation company's plan must pay special attention to vehicle acquisition and maintenance, fuel cost management, insurance, and compliance with transportation laws and regulations.

A well-crafted business plan will not only help you clarify your strategy and operational approach but also serve as a tool to attract investors or secure loans.

Lenders and investors are looking for thorough market research, realistic financial projections, and a clear plan for day-to-day operations.

By presenting a detailed and substantiated business plan, you showcase your professionalism and dedication to the success of your transportation company.

To achieve these goals while saving time, you can start with our transportation business plan template .

business plan transportation company

A free example of business plan for a transportation company

Here, we will provide a concise and illustrative example of a business plan for a specific project.

This example aims to provide an overview of the essential components of a business plan. It is important to note that this version is only a summary. As it stands, this business plan is not sufficiently developed to support a profitability strategy or convince a bank to provide financing.

To be effective, the business plan should be significantly more detailed, including up-to-date market data, more persuasive arguments, a thorough market study, a three-year action plan, as well as detailed financial tables such as a projected income statement, projected balance sheet, cash flow budget, and break-even analysis.

All these elements have been thoroughly included by our experts in the business plan template they have designed for a transportation company .

Here, we will follow the same structure as in our business plan template.

business plan transportation company

Market Opportunity

Market data and figures.

The transportation industry is a critical component of global commerce and is experiencing significant growth.

Recent estimates value the global transportation market at approximately 7 trillion dollars, with expectations for continued expansion due to the rise in e-commerce, global trade, and technological advancements in logistics and supply chain management.

In the United States alone, there are over 500,000 transportation businesses, contributing to an annual revenue of over 1 trillion dollars for the sector.

These statistics underscore the pivotal role of transportation companies in supporting economic activity and facilitating the movement of goods across the country and internationally.

The transportation sector is witnessing several key trends that are shaping its future.

Electrification and alternative fuels are gaining traction as the industry seeks to reduce its carbon footprint and comply with environmental regulations. Electric trucks, ships, and planes are being developed and deployed to meet these goals.

Autonomous vehicles and drones are also on the rise, promising to revolutionize delivery services and enhance efficiency in logistics.

Digital transformation is another significant trend, with the integration of Internet of Things (IoT) devices, advanced tracking systems, and blockchain technology improving transparency and real-time data access.

Additionally, the demand for last-mile delivery services is surging, driven by online shopping and consumer expectations for faster delivery times.

These trends indicate a dynamic evolution in the transportation industry, with companies investing in innovation to stay competitive and meet the evolving needs of the market.

Success Factors

Several factors contribute to the success of a transportation company.

Efficiency in operations is paramount. Companies that can optimize routes, reduce transit times, and manage costs effectively are more likely to succeed.

Reliability and safety are also critical, as customers depend on timely and secure delivery of their goods.

Strategic location of hubs and networks can greatly influence a company's ability to provide comprehensive service coverage and quick response times.

Customer service excellence is essential for building trust and loyalty, especially when handling customer inquiries and resolving issues promptly.

Lastly, the ability to adapt to industry changes, such as implementing sustainable practices and embracing technological innovations, is crucial for long-term viability in the transportation sector.

The Project

Project presentation.

Our transportation company project is designed to address the increasing need for reliable, efficient, and eco-friendly transportation solutions. Strategically located to serve urban centers, business districts, and residential areas, our company will offer a diverse fleet of vehicles, including electric cars, hybrid buses, and cargo vans, all equipped with the latest technology to ensure safety and comfort.

We will prioritize punctuality, customer service, and adaptability to cater to various transportation needs, from daily commutes to corporate logistics.

Our transportation company aims to set a new standard in the industry, focusing on sustainability and customer satisfaction, and becoming a go-to provider for modern, environmentally-conscious travelers and businesses.

Value Proposition

The value proposition of our transportation company is centered on delivering top-tier transportation services that are both eco-friendly and customer-oriented.

Our commitment to using green technology and reducing carbon emissions offers a responsible choice for those who are environmentally conscious, without compromising on efficiency or convenience.

We are dedicated to enhancing the transportation experience by offering a range of services tailored to individual and corporate needs, ensuring that every journey is smooth, timely, and comfortable.

Our transportation company is poised to become a cornerstone in the community, providing a sustainable alternative to traditional transportation methods and contributing to the betterment of our environment and the quality of life of our customers.

Project Owner

The project owner is a seasoned professional with extensive experience in the transportation and logistics industry.

Armed with a deep understanding of the challenges and opportunities in modern transportation, they are committed to launching a company that stands out for its dedication to sustainability, customer satisfaction, and innovation.

With a strategic vision for reducing environmental impact and a commitment to leveraging cutting-edge technology, they are determined to offer a service that not only meets the demands of today's market but also anticipates the needs of tomorrow's world.

Their passion for excellence and their expertise in transportation make them the driving force behind this project, aiming to revolutionize the way we think about travel and logistics in an eco-friendly and customer-centric manner.

The Market Study

Market segments.

The market segments for this transportation company are diverse and cater to various customer needs.

Firstly, there are corporate clients who require reliable and professional transportation services for their employees, clients, or goods.

Secondly, individual customers seeking convenient and efficient personal transport solutions, such as airport transfers or private car services.

Another segment includes businesses that need logistics support, including freight and cargo services for their supply chain operations.

Lastly, the tourism sector can be a significant market, with services tailored to tourists needing guided tours, shuttle services, or chartered trips.

SWOT Analysis

A SWOT analysis of this transportation company project highlights several key factors.

Strengths include a diverse fleet of vehicles, experienced drivers, and a strong reputation for reliability and customer service.

Weaknesses might involve the high operational costs of vehicle maintenance and fuel, as well as the need for continuous investment in fleet upgrades.

Opportunities can be found in the expansion of services to new markets, the adoption of green technologies, and partnerships with local businesses and tourism agencies.

Threats may include fluctuating fuel prices, regulatory changes, and intense competition from both traditional and app-based transportation services.

Competitor Analysis

Competitor analysis in the transportation sector shows a highly competitive landscape.

Direct competitors range from other local transportation companies to international logistics firms and ride-sharing services.

These competitors vie for market share by offering various services, pricing models, and customer experiences.

Potential competitive advantages include strategic partnerships, specialized services, a modern and eco-friendly fleet, and a strong customer loyalty program.

Understanding the competitive environment is crucial for carving out a niche and offering services that distinguish the company from its competitors.

Competitive Advantages

Our transportation company's competitive edge lies in our commitment to safety, punctuality, and customer satisfaction.

We maintain a modern fleet with a range of vehicle options to suit different client needs, from luxury sedans to spacious cargo trucks.

Our investment in technology, such as real-time tracking and efficient routing systems, ensures a seamless experience for our customers.

Additionally, our dedication to sustainable practices, like using fuel-efficient vehicles and exploring electric options, positions us as a forward-thinking leader in the industry.

We value clear communication and transparency with our clients, which fosters trust and long-term business relationships.

You can also read our articles about: - how to start a transportation company: a complete guide - the customer segments of a transportation company - the competition study for a transportation company

The Strategy

Development plan.

Our three-year development plan for the transportation company is designed to be robust and responsive to market demands.

In the first year, we will concentrate on building a solid foundation by establishing a reliable fleet, optimizing routes, and enhancing customer service to grow our local and regional client base.

The second year will focus on expanding our services to include additional logistics solutions and entering new markets, potentially through strategic partnerships or acquisitions.

In the third year, we aim to solidify our presence in the industry by investing in technology such as fleet tracking and management systems, and exploring eco-friendly transportation options to reduce our carbon footprint.

Throughout this period, we will prioritize safety, efficiency, and customer satisfaction to become a leader in the transportation sector.

Business Model Canvas

The Business Model Canvas for our transportation company targets businesses in need of reliable logistics services, as well as individuals requiring personal transport solutions.

Our value proposition is centered on timely and secure delivery, competitive pricing, and exceptional customer service.

We offer our services through direct contracts, our company website, and partnerships with businesses in related industries.

Key resources include our modern fleet of vehicles, logistics software, and a professional team of drivers and support staff.

Our main activities involve route planning, vehicle maintenance, and customer support.

Revenue streams are generated from service fees for transportation and logistics services, while our costs are associated with vehicle maintenance, fuel, staff salaries, and technology investments.

Access a complete and editable real Business Model Canvas in our business plan template .

Marketing Strategy

Our marketing strategy is focused on building a strong brand reputation for reliability and efficiency.

We plan to engage with businesses through networking events, trade shows, and direct outreach to showcase our services.

For individual customers, we will leverage online marketing, social media campaigns, and referral programs.

We will also explore partnerships with companies in complementary industries to offer integrated logistics solutions.

Our commitment to sustainability and the use of advanced technology will be highlighted to differentiate us from competitors.

Risk Policy

The risk policy for our transportation company is designed to mitigate risks associated with vehicle operation, regulatory compliance, and market fluctuations.

We will implement rigorous maintenance schedules for our fleet, adhere to all transportation laws and regulations, and continuously train our staff to ensure the highest safety standards.

Our financial risk will be managed through careful budgeting, cost control, and diversification of our customer base.

We will also carry comprehensive insurance to protect against potential liabilities related to our transportation services.

Our focus is on delivering dependable transportation solutions while safeguarding the well-being of our customers and employees.

Why Our Project is Viable

We are committed to establishing a transportation company that meets the evolving needs of the market.

With our focus on customer service, operational excellence, and strategic growth, we are poised to capture significant market share.

We are enthusiastic about the opportunity to facilitate commerce and mobility, contributing positively to the economy and society.

We remain adaptable to industry trends and customer feedback, ensuring the long-term viability and success of our transportation business.

You can also read our articles about: - the Business Model Canvas of a transportation company - the marketing strategy for a transportation company

The Financial Plan

Of course, the text presented below is far from sufficient to serve as a solid and credible financial analysis for a bank or potential investor. They expect specific numbers, financial statements, and charts demonstrating the profitability of your project.

All these elements are available in our business plan template for a transportation company and our financial plan for a transportation company .

Initial expenses for our transportation company include acquiring a fleet of reliable vehicles, obtaining the necessary licenses and permits, investing in logistics software to optimize routes and track deliveries, training drivers and logistics staff, as well as costs related to brand creation and launching targeted marketing campaigns to establish our presence in the market.

Our revenue assumptions are based on a thorough analysis of the local and regional demand for transportation services, considering the economic growth and the need for efficient logistics solutions.

We anticipate progressively increasing sales, starting modestly and growing as the reputation of our transportation company strengthens.

The projected income statement indicates expected revenues from our transportation services, operational costs (vehicle maintenance, fuel, driver wages, insurance), and operating expenses (office rent, marketing, administrative salaries, etc.).

This results in a forecasted net profit crucial for evaluating the profitability of our business over time.

The projected balance sheet reflects assets specific to our business, such as our vehicle fleet, maintenance equipment, and liabilities including loans and anticipated expenses.

It shows the overall financial health of our transportation company at the end of each period.

Our projected cash flow budget details incoming and outgoing cash flows, allowing us to anticipate our cash needs at any given time. This will help us effectively manage our finances and avoid cash flow problems.

The projected financing plan lists the specific financing sources we plan to use to cover our startup expenses.

The working capital requirement for our transportation company will be closely monitored to ensure we have the necessary liquidity to finance our daily operations, including fuel purchases, vehicle maintenance, and salary payments.

The break-even point specific to our project is the level of sales needed to cover all our costs, including startup expenses, and start making a profit.

It will indicate when our business will be profitable.

Performance indicators we will track include the profit margin rate on our transportation services, the asset turnover ratio to assess the efficiency of our fleet utilization, and the return on investment to measure the effectiveness of the capital invested in the project.

These indicators will help us evaluate the financial health and overall success of our transportation company.

If you want to know more about the financial analysis of this type of activity, please read our article about the financial plan for a transportation company .

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How To Write a Winning Transportation Business Plan + Template

How To Write a Food Truck Business Plan

Creating a business plan is essential for any business, but it can be especially helpful for transportation businesses that want to improve their strategy or raise funding.

A well-crafted business plan outlines the vision for your company and documents a step-by-step roadmap of how you will accomplish it. To create an effective business plan, you must first understand the components essential to its success.

This article provides an overview of the critical elements that every transportation business owner should include in their business plan.

Download the Ultimate Business Plan Template

What is a Transportation Business Plan?

A transportation business plan is a formal written document that describes your company’s business strategy and its feasibility. It documents the reasons you will be successful, your areas of competitive advantage, and it includes information about your team members. Your business plan is a crucial document that will convince investors and lenders (if needed) that you are positioned to become a successful venture.

Why Write a Transportation Business Plan?

A transportation business plan is required for banks and investors. The document is a clear and concise guide to your business idea and the steps you will take to make it profitable.

Entrepreneurs can also use this as a roadmap when starting their new company or venture, especially if they are inexperienced in starting a business.

Writing an Effective Transportation Business Plan The following are the key components of a successful transportation business plan:

Executive Summary

The executive summary of a transportation business plan is a one- to two-page overview of your entire business plan. It should summarize the main points, which will be presented in full in the rest of your business plan.

  • Start with a one-line description of your transportation company
  • Provide a summary of the key points in each section of your business plan, which includes information about your company’s management team, industry analysis, competitive analysis, and financial forecast, among others.

Company Description

This section should include a brief history of your company. Include a short description of how your company started and provide a timeline of milestones your company has achieved.

You may not have a long company history if you are just starting your transportation business. Instead, you can include information about your professional experience in this industry and how and why you conceived your new venture. If you have worked for a similar company or been involved in an entrepreneurial venture before starting your transportation firm, mention this.

You will also include information about your chosen transportation business model and how, if applicable, it is different from other companies in your industry.

Industry Analysis

The industry or market analysis is an important component of a transportation business plan. Conduct thorough market research to determine industry trends and document the size of your market. 

Questions to answer include:

  • What part of the transportation industry are you targeting?
  • How big is the market?
  • What trends are happening in the industry right now (and if applicable, how do these trends support your company’s success)?

You should also include sources for your information, such as published research reports and expert opinions.

Customer Analysis

This section should include a list of your target audience(s) with demographic and psychographic profiles (e.g., age, gender, income level, profession, job titles, interests). You will need to provide a profile of each customer segment separately, including their needs and wants.

For example, a transportation business’ customers may include tourists, business travelers, residents, and students.

You can include information about how your customers decide you and what keeps them buying from you.

Develop a strategy for targeting those customers who are most likely to buy from you, as well as those that might be influenced to buy your products or transportation services with the right marketing.

Competitive Analysis

The competitive analysis helps you determine how your product or service will differ from competitors, and what your unique selling proposition (USP) might be that will set you apart in this industry.

For each competitor, list their strengths and weaknesses. Next, determine your areas of competitive differentiation or advantage; that is, in what ways are you different from and ideally better than your competitors.

Below are sample competitive advantages your transportation business may have:

  • You offer a unique transportation experience (e.g., luxury, eco-friendly, high-end service)
  • You have a more convenient location than your competitors
  • You offer lower prices than your competitors
  • Your company has a strong brand that is trusted by customers

Marketing Plan This part of the business plan is where you determine and document your marketing plan. . Your plan should be laid out, including the following 4 Ps.

  • Product/Service: Detail your product/service offerings here. Document their features and benefits.
  • Price: Document your pricing strategy here. In addition to stating the prices for your products/services, mention how your pricing compares to your competition.
  • Place: Where will your customers find you? What channels of distribution (e.g., partnerships) will you use to reach them if applicable
  • Promotion: How will you reach your target customers? For example, you may use social media, write blog posts, create an email marketing campaign, use pay-per-click advertising, or launch a direct mail campaign. Or you may promote your transportation business via a combination of marketing channels.

Operations Plan

This part of your transportation business plan should include the following information:

  • How will you deliver your service to customers? 
  • What infrastructure, equipment, and resources are needed to operate successfully? How can you meet those requirements within budget constraints?

You must also include your company’s business policies in the operations plan. You will want to establish policies related to everything from customer service to pricing, to the overall brand image you are trying to present.

Finally, and most importantly, your Operations Plan will outline the milestones your company hopes to achieve within the next five years. Create a chart that shows the key milestone(s) you hope to achieve each quarter for the next four quarters and then each year for the following four years. Examples of milestones for a transportation business include reaching $X in sales. Other examples include expanding to a new city or launching a new product line.

Management Team

List your team members here, including their names and titles, as well as their expertise and experience relevant to your specific transportation industry. Include brief biography sketches for each team member.

Particularly if you are seeking funding, the goal of this section is to convince investors and lenders that your team has the expertise and experience to execute your plan. If you are missing key team members, document the roles and responsibilities you plan to hire for in the future.

Financial Plan

Here you will include a summary of your complete and detailed financial plan (your full financial projections go in the Appendix). 

This includes the following three financial statements:

Income Statement

Your income statement should include:

  • Revenue: how much revenue you generate.
  • Cost of Goods Sold: These are your direct costs associated with generating revenue. This includes labor costs and the cost of any equipment and supplies used to deliver the product/service offering.
  • Net Income (or loss): Once expenses and revenue are totaled and deducted from each other, this is the net income or loss

Sample Income Statement for a Startup Transportation Business

Revenues $ 336,090 $ 450,940 $ 605,000 $ 811,730 $ 1,089,100
$ 336,090 $ 450,940 $ 605,000 $ 811,730 $ 1,089,100
Direct Cost
Direct Costs $ 67,210 $ 90,190 $ 121,000 $ 162,340 $ 217,820
$ 67,210 $ 90,190 $ 121,000 $ 162,340 $ 217,820
$ 268,880 $ 360,750 $ 484,000 $ 649,390 $ 871,280
Salaries $ 96,000 $ 99,840 $ 105,371 $ 110,639 $ 116,171
Marketing Expenses $ 61,200 $ 64,400 $ 67,600 $ 71,000 $ 74,600
Rent/Utility Expenses $ 36,400 $ 37,500 $ 38,700 $ 39,800 $ 41,000
Other Expenses $ 9,200 $ 9,200 $ 9,200 $ 9,400 $ 9,500
$ 202,800 $ 210,940 $ 220,871 $ 230,839 $ 241,271
EBITDA $ 66,080 $ 149,810 $ 263,129 $ 418,551 $ 630,009
Depreciation $ 5,200 $ 5,200 $ 5,200 $ 5,200 $ 4,200
EBIT $ 60,880 $ 144,610 $ 257,929 $ 413,351 $ 625,809
Interest Expense $ 7,600 $ 7,600 $ 7,600 $ 7,600 $ 7,600
$ 53,280 $ 137,010 $ 250,329 $ 405,751 $ 618,209
Taxable Income $ 53,280 $ 137,010 $ 250,329 $ 405,751 $ 618,209
Income Tax Expense $ 18,700 $ 47,900 $ 87,600 $ 142,000 $ 216,400
$ 34,580 $ 89,110 $ 162,729 $ 263,751 $ 401,809
10% 20% 27% 32% 37%

Balance Sheet

Include a balance sheet that shows your assets, liabilities, and equity. Your balance sheet should include:

  • Assets : Everything you own (including cash).
  • Liabilities : This is what you owe against your company’s assets, such as accounts payable or loans.
  • Equity : The worth of your business after all liabilities and assets are totaled and deducted from each other.

Sample Balance Sheet for a Startup Transportation Business

Cash $ 105,342 $ 188,252 $ 340,881 $ 597,431 $ 869,278
Other Current Assets $ 41,600 $ 55,800 $ 74,800 $ 90,200 $ 121,000
Total Current Assets $ 146,942 $ 244,052 $ 415,681 $ 687,631 $ 990,278
Fixed Assets $ 25,000 $ 25,000 $ 25,000 $ 25,000 $ 25,000
Accum Depreciation $ 5,200 $ 10,400 $ 15,600 $ 20,800 $ 25,000
Net fixed assets $ 19,800 $ 14,600 $ 9,400 $ 4,200 $ 0
$ 166,742 $ 258,652 $ 425,081 $ 691,831 $ 990,278
Current Liabilities $ 23,300 $ 26,100 $ 29,800 $ 32,800 $ 38,300
Debt outstanding $ 108,862 $ 108,862 $ 108,862 $ 108,862 $ 0
$ 132,162 $ 134,962 $ 138,662 $ 141,662 $ 38,300
Share Capital $ 0 $ 0 $ 0 $ 0 $ 0
Retained earnings $ 34,580 $ 123,690 $ 286,419 $ 550,170 $ 951,978
$ 34,580 $ 123,690 $ 286,419 $ 550,170 $ 951,978
$ 166,742 $ 258,652 $ 425,081 $ 691,831 $ 990,278

Cash Flow Statement

Include a cash flow statement showing how much cash comes in, how much cash goes out and a net cash flow for each year. The cash flow statement should include cash flow from:

  • Investments

Below is a sample of a projected cash flow statement for a startup transportation business.

Sample Cash Flow Statement for a Startup Transportation Business

Net Income (Loss) $ 34,580 $ 89,110 $ 162,729 $ 263,751 $ 401,809
Change in Working Capital $ (18,300) $ (11,400) $ (15,300) $ (12,400) $ (25,300)
Plus Depreciation $ 5,200 $ 5,200 $ 5,200 $ 5,200 $ 4,200
Net Cash Flow from Operations $ 21,480 $ 82,910 $ 152,629 $ 256,551 $ 380,709
Fixed Assets $ (25,000) $ 0 $ 0 $ 0 $ 0
Net Cash Flow from Investments $ (25,000) $ 0 $ 0 $ 0 $ 0
Cash from Equity $ 0 $ 0 $ 0 $ 0 $ 0
Cash from Debt financing $ 108,862 $ 0 $ 0 $ 0 $ (108,862)
Net Cash Flow from Financing $ 108,862 $ 0 $ 0 $ 0 $ (108,862)
Net Cash Flow $ 105,342 $ 82,910 $ 152,629 $ 256,551 $ 271,847
Cash at Beginning of Period $ 0 $ 105,342 $ 188,252 $ 340,881 $ 597,431
Cash at End of Period $ 105,342 $ 188,252 $ 340,881 $ 597,431 $ 869,278

Finish your business plan with an appendix section which will include:

  • Your complete financial projections
  • A complete list of your company’s business policies and procedures related to the rest of the business plan (marketing, operations, etc.)
  • Any other documentation which supports what you included in the body of your business plan.

Writing a good business plan gives you the advantage of being fully prepared to launch or grow your transportation company. It not only outlines your business vision but also provides a step-by-step process of how you are going to accomplish it.

Taking the time to write a comprehensive business plan will increase your chances of long-term success.  

Finish Your Transportation Business Plan in 1 Day!

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Transportation Business Plans

Written by Dave Lavinsky

Transportation and Logistics Industry

Our detailed collection of transportation industry business plan examples are tailored for logistics coordinators, fleet managers, and transportation entrepreneurs. These professional business plans encompass a wide spectrum of transportation services, including freight, passenger transit, and niche transport solutions. Each plan provides a structured approach to market analysis, operational logistics, compliance with regulatory standards, and financial management. These strategic blueprints are essential for industry professionals committed to navigating the complexities of transportation logistics, optimizing supply chain efficiency, and driving sustainable business growth in a sector that is the backbone of global commerce.

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General Motor Freight Trucking Business Plan

Start your own general motor freight trucking business plan

Timely Trucking

Executive summary executive summary is a brief introduction to your business plan. it describes your business, the problem that it solves, your target market, and financial highlights.">.

Timely Trucking is a new medium- and long-haul dry van trucking business based on Portland, Oregon and founded by veteran entrepreneur Jim Kerrigan. Timely Trucking will serve businesses in the Pacific Northwest (eventually expanding to include Washington, Oregon, Idaho, Montana, and Wyoming) with freight hauling and logistics management services. The business will develop a reputation for its on-time and accurate service as well as sophisticated Web and software functionality, allowing clients to align their business with Timely Trucking’s services and scheduling automatically. The business will be managed by Jim Kerrigan, CEO, and a Chief Operating Officer.

Timely Trucking can be launched for about $700,000, largely with the investment of Jim Kerrigan, and with some investment by investing partners. The business will be launched with three 18-wheeler trucks and will expand its operations to utilize eight 18-wheelers by the end of its third year, using auto loans to finance this expansion. Gross margins will be around 60%, allowing for significant profit by the end of the third year as the business scales up.

Beyond three years, the business will seek to expand to additional bases of operation in the Northwest and to add trucks with refrigerated and temperature-controlled trailers. The business will be positioned for sale to a national freight-hauling service seeking to expand to, or add operations in, the Northwest.

General motor freight trucking business plan, executive summary chart image

Timely Trucking intends to serve businesses in the Northwest United States (Washington, Oregon, Idaho, Montana, and Wyoming) with truck-based distribution services.

Over the first three years of operations, Timely Trucking will seek to meet the following objectives:

  • Establish bases in Seattle, Spokane, Portland, Cheyenne, Boise, and Billings
  • Purchase 8 18-wheeler trucks with dry van trailers
  • Hire 10 full-time truck drivers
  • Achieve strong annual revenue  based on 1.2 million miles of hauling in the third year

Timely Trucking will simplify distribution of goods for Northwestern businesses, becoming their partner in operating efficiently and reliably. Timely Trucking will use management of logistics, on-time, accurate deliveries from destination to destination in the Northwest, and partnerships with distribution centers and warehousing businesses to achieve its goals.

Keys to Success

The keys to success in the trucking business are:

  • Robust communication systems between drivers, bases, and clients
  • Setting delivery schedules that can be met (i.e. setting the right expectations)
  • Hiring and retaining reliable, safe drivers
  • Understanding what clients are trying to achieve, and helping them find the right distribution solution to create long-term relationships

Company Summary company overview ) is an overview of the most important points about your company—your history, management team, location, mission statement and legal structure.">

Timely Trucking, a startup truck company headquartered in Portland, Oregon, will provide trucking and logistics management solutions for business clients in the Northwestern states of Oregon, Washington, Idaho, Montana, and Wyoming. Beginning with operations in Washington and Oregon, the business will haul freight from suppliers to manufacturers to distributors and retailers, operating in partnership with distribution centers, warehouses, and wholesalers.

Company Ownership

Timely Trucking was founded by Jim Kerrigan, a previous owner of a warehousing business which he successfully exited from after fifteen years of management. Timely Trucking has been established as a sole proprietorship during its pre-launch phase, but will be reclassified as a limited liability company to take on partners. Kerrigan will share ownership with outside investors, giving 20% of shares to investors.

Start-up Summary

The start-up expenses include some of the basic set-up costs for the Timely Trucking office – stationery (business cards and letterhead), rent for the office and a large adjacent parking lot for two month’s rent and one month’s security at $4,000 per month, and computer equipment. Marketing expenses include brochures and website development (see website plan for more details). Other expenses include legal consultation fees to ensure that all precautions are taken to limit the risk of the business and to establish templates for client and partner agreements, insurance premiums for the first year of operation to cover liability associated with the service, the office, and the trucks, and licenses and permits for the business. These include Fuel Tax Reporting, USDOT numbers, 2290’s, IRP tags, MC numbers, and IFTA decals.

Cash required will be used to fund the months of operation before cash flow break even is achieved and to allow for adequate cash reserves to reduce the risk of running low on cash if targets are not met. Other current assets include office supplies, software for accounting, scheduling, and resource management and light equipment. Long-term assets include three new 18-wheelers, estimated at $150,000 each (approximately $120,000 for the cab and $30,000 for the trailer). The business will purchase new in order to better ensure that deliveries are made on time and that the usual risks of aging equipment are avoided.  $75,000 is budgeted for three fork lifts estimated at $25,000 each, one per truck. An additional $25,000 is budgeted for long-term assets including repair equipment and tools which it is cost-effective to own in-house, satellite-tracking equipment for each truck, and office furniture.

While some trucking businesses hire owner-operators of trucks, Timely Trucking will maintain greater control over the service it offers by owning the trucks, ensuring that it always lives up to its name.

General motor freight trucking business plan, company summary chart image

Start-up
Requirements
Start-up Expenses
Legal $5,000
Stationery $3,000
Insurance $10,000
Rent $12,000
Computer $3,000
Licenses and Permits $5,000
Website Development $20,000
Brochures $5,000
Total Start-up Expenses $63,000
Start-up Assets
Cash Required $90,000
Other Current Assets $20,000
Long-term Assets $550,000
Total Assets $660,000
Total Requirements $723,000

Timely Trucking will offer the following services for businesses in the Northwest:

  • Pick-up and delivery of goods with a minimum per-delivery weight of 20,000 lbs from and to locations in its geographic range by 18-wheeler trucks hauling dry van trailers
  • Both “less than a truck load” and “truck load” services
  • Online tracking information detailing the location of all GPS-tagged trucks and the status of deliveries, including expected arrival times for pick-up or delivery
  • Phone support for all customer questions, delivery changes, and scheduling
  • Preferred client services including online accounts, regular schedules of shipping, or linking of client order information directly to Timely Trucking’s scheduling software to allow for seamless logistics

To maintain its competitiveness in its core services, Timely Trucking will NOT offer:

  • Storage or warehousing of goods awaiting delivery (goods can remain in storage in trucks for short periods, but at relatively high cost to customers)
  • Packaging and crating
  • Flat bed hauling

In the future, Timely Trucking will add the following services:

  • Temperature-controlled shipping to expand the range of customers Timely can appeal to

Trucks are operated by qualified and well-trained drivers with spotless records. Drivers are safety trained and re-tested for knowledge of laws as they change. A dedicated suite of software and communication systems will allow for the logistical management mentioned above.

Market Analysis Summary how to do a market analysis for your business plan.">

The American commercial trucking industry serves as a key link between raw material suppliers, manufacturers, wholesalers, distributors, and retailers in most industries. According to the American Trucking Association, the industry includes dry van, flatbed, refrigerated and bulk/tank trucking over short-haul (up to 100 miles), medium-haul (100 to 250 miles), and long-haul (250 miles and up).

Timely Trucking will compete in the market for medium and long haul dry van trucking in the American Northwest. This market serves businesses ranging from the packaged goods/grocery industry to the clothing industry to high-tech equipment, as well as commercial relocations.

Pro Tip:

Market Segmentation

The market analysis table covers likely market segments within the five states which Timely Trucking will serve.

Raw Material Suppliers ship large quantities of materials to large manufacturers in the northwestern states. These materials generally do not require refrigeration or temperature control. Manufacturers maintain some on-site storage for these supplies and generally have some leeway as to when deliveries can be received, except when projections are mistaken and supplies drop low. Packaging supplies also must be shipped to manufacturers and are included in this group.

Manufacturers often outsource the distribution of their goods to businesses that specialize in serving one the type of retailer or business. Their packaged goods are often shipped to only one wholesaler/distributor, creating a regular business in shipping between the two locations.

Wholesalers/Distributors that serve large retailers assemble truckloads of goods from the many manufacturers they serve. While they often have their own trucks or distribution means, some of these firms do not either because they are smaller or because they attempt to limit their investment in assets. Others may require additional trucking support when they are operating at capacity but not prepared to expand their shipping capacity.

General motor freight trucking business plan, market analysis summary chart image

Market Analysis
Year 1 Year 2 Year 3 Year 4 Year 5
Potential Customers Growth CAGR
Raw Materials Suppliers 1% 1,500 1,515 1,530 1,545 1,560 0.99%
Manufacturers 1% 2,500 2,525 2,550 2,576 2,602 1.00%
Wholesalers/Distributors 1% 1,000 1,010 1,020 1,030 1,040 0.99%
Total 1.00% 5,000 5,050 5,100 5,151 5,202 1.00%

Target Market Segment Strategy

Timely Trucking will begin by focusing specifically on the segment of manufacturers in Washington and Oregon states, expanding after the first year to the entire intended five state region. By serving manufacturers, Timely Trucking can provide an affordable shipping solution for new and growing manufacturers over purchasing their own trucks.

Raw material suppliers sometimes require flatbed or bulk/tank trucking which will not be an initial service offered by Timely Trucking and wholesalers often have their own trucks. These segments are expected to yield some customers, but by focusing first on the middle of the supply chain with manufacturers, Timely Trucking will be introduced to suppliers and distributors who may require their services without having to engage in full marketing campaigns to these segments.

Service Business Analysis

Hoovers reports that:

  • The U.S. trucking industry includes about 110,000 for-hire carriers and 350,000 independent owner-operators
  • Total industry revenue is nearly $200 billion
  • Major players in the industry include YRC Worldwide, Swift Transportation, JB Hunt, and Con-way
  • The industry is fragmented, with the 50 largest companies accounting for less than 30% of the market

The industry includes carriers that use commercial motor vehicles and doesn’t include couriers like UPS and FedEx or private carriers (companies that transport their own products and raw materials).

Hoover’s writes that “demand is driven by consumer spending and manufacturing output. The profitability of individual companies depends on efficient operations. Large companies have advantages in account relationships, bulk fuel purchasing, fleet size, and access to drivers. Small operations can compete effectively by providing quick turnaround, serving a local market, or transporting unusually sized goods. Average annual revenue per employee is $135,000.”

The industry is broken into “truckload (TL) shipments that dedicate trailers to a single shipper’s cargo” and “less-than-truckload (LTL) shipments, which transport the consolidated cargo of several shippers on one truck, dropping off goods at multiple delivery points”.

Competition and Buying Patterns

In addition to competing with other trucking companies, including national carriers, Timely Trucking will compete with rail and air cargo transportation. However, for the distances it intends to travel, and due to the few rail lines over the northwestern states, trucking is at an advantage.

Shippers choose between trucking companies based on:

  • Their track record of on-time and accurate deliveries
  • Their price
  • Their ability to partner with the shipper to offer logistics expertise and added services.

Web Plan Summary

The Timely Trucking website will serve as a source of basic information for those who find it via Internet searches, as well as a sophisticated account management portal for clients. For potential clients, the website will serve as a deeper explanation of the services and background of the company than a brochure or advertisement can provide. Specific calls to action on the website will ask users to call to speak to a salesperson or to fill in a form with their basic information and a good time to speak with them, so that a salesperson can contact them. Even one-time clients will be able to access up-to-date information about the ETA and current location of their deliveries. Clients who subscribe to preferred services will have access to more advanced information and functions.

Website Marketing Strategy

Timely Trucking will utilize the following means to promote its website as a marketing tool:

  • Initial and ongoing search engine optimization by the Web developer and then by an SEO firm
  • Google Adwords campaign which can be reduced or defunded if organic search rankings are high enough
  • Profiles and listings on ten business and trucking company online databases
  • Mention of the website URL in all brochures and advertisements

Development Requirements

The website’s components will have the following requirements:

  • Homepage – Mirroring a basic brochure about Timely Trucking
  • About Us – Background on the partners, mission, and basics of the business
  • Contact – Form to submit information and phone number to reach a salesperson during business hours
  • Services – Deeper description of the service options along with images of the trucks and a map of the area served>

Delivery Tracking

  • Form – To enter delivery code which was designated for the delivery
  • Map – Shows current location of the delivery on a map
  • Statistics – Gives ETA, minutes late or ahead of schedule, status of pick-up or drop-off, other notes about the order

Account Management

  • Login – Login form for client username and password
  • Account Profile – Basic client information, settings related to interface between client systems and Timely Trucking if direct links have been established
  • Scheduling – Calendar on which pickups and deliveries can be scheduled and rescheduled
  • Alerts – Settings for email or text alerts about deliveries which can be sent to client
  • Database Entry – Ability to search within and make changes and edits to the client and scheduling information in the database
  • Billing Interface – Website sends billing information for completed jobs directly to accounting software for bill creation

The website will be developed over a three month period and will require $20,000. Many elements can be adapted from off-the-shelf or open source software, but others must be developed from scratch to interface between client software and the Timely Trucking database.

Strategy and Implementation Summary

Timely Trucking will focus its strategy on the following areas:

  • Establishing a strong software/Web component to its business to drive adoption of its preferred client services
  • Building and maintaining its on-time reputation to command revenue per mile slightly over the industry average
  • Targeting manufacturers in Oregon and Washington in the first wave of marketing as the segment most in need of Timely Trucking’s services

Competitive Edge

Marketing strategy.

Timely Trucking will attempt to rapidly achieve awareness in Oregon and Washington states about its business in the first year, followed with awareness in Idaho, Wyoming, and Montana in future years. It will seek to position itself not as the most inexpensive carrier, but as a carrier with the best on-time record coupled with advanced systems to help clients manage their logistics better. Smaller businesses may feel more comfortable working with a smaller carrier as they fear being lost in the shuffle by bigger carriers who also handle huge accounts.

  • Building a website with visibility on search engines and in databases of trucking companies (see Web plan)
  • Creating a compelling brochure of Timely Trucking services which will be distributed through direct mail, and kept in stock for networking events
  • Exhibiting at Northwestern business service conferences, especially for sectors of the manufacturing industry
  • Advertisements in trade publications
  • Public relations efforts including press releases related to the business launch and its unique preferred client account management package

Sales Strategy

Jim Kerrigan will manage sales for the business, making appointments with and traveling to client businesses in the region when necessary to establish relationships based on an understanding of the client’s needs for shipping. Kerrigan will prospect from a list of manufacturer businesses in the region, starting with small and new businesses which may not have established a long-term relationship with a carrier yet.

Sales Forecast

The cost of sales listed here for per-mile shipping is approximately 25% for fuel based on the estimated 10 mpg for loaded trucks, and another 25% for truck driver labor hours that can be assigned to the jobs based on $16/hour rate. Cost of sales for preferred accounts is much smaller as it consists only of set-up and maintenance labor for hourly operators.

Preferred client accounts are paid for once a year and a 90% retention rate is projected.

General motor freight trucking business plan, strategy and implementation summary chart image

Sales Forecast
Year 1 Year 2 Year 3
Unit Sales
Miles of Shipping 600,139 870,201 1,261,792
Preferred Client Accounts 88 264 528
Total Unit Sales 600,227 870,465 1,262,320
Unit Prices Year 1 Year 2 Year 3
Miles of Shipping $1.30 $1.35 $1.41
Preferred Client Accounts $1,000.00 $1,050.00 $1,100.00
Sales
Miles of Shipping $780,180 $1,176,512 $1,774,180
Preferred Client Accounts $88,000 $277,200 $580,800
Total Sales $868,180 $1,453,712 $2,354,980
Direct Unit Costs Year 1 Year 2 Year 3
Miles of Shipping $0.65 $0.68 $0.70
Preferred Client Accounts $100.00 $105.00 $110.00
Direct Cost of Sales
Miles of Shipping $390,090 $588,256 $887,090
Preferred Client Accounts $8,800 $27,720 $58,080
Subtotal Direct Cost of Sales $398,890 $615,976 $945,170

The milestones table covers the early marketing activities described in the marketing strategy summary. The first two milestones (website and brochure) are budgeted under start-up expenses and the remainder are budgeted under the first year marketing budget for operations.

General motor freight trucking business plan, strategy and implementation summary chart image

Milestones
Milestone Start Date End Date Budget Manager Department
Create Brochure 11/1/2009 11/30/2009 $5,000 JK Marketing
Create Website 10/1/2009 12/31/2009 $20,000 JK Marketing
Generate Mailing List 12/1/2009 12/15/2009 $1,000 JK Marketing
Direct Mail Distribution 12/15/2009 12/31/2009 $5,000 JK Marketing
Run First Advertisements 1/1/2010 1/31/2010 $10,000 JK Marketing
Launch Press Release 1/1/2010 1/31/2010 $2,000 JK Marketing
First Trade Show (Pre and Run) 2/15/2010 2/28/2010 $10,000 JK Marketing
Totals $53,000

Management Summary management summary will include information about who's on your team and why they're the right people for the job, as well as your future hiring plans.">

Jim Kerrigan, CEO, will manage the strategic direction, sales and marketing of Timely Trucking. He developed experience in all of these areas through work in his previous warehousing business, which he launched and successfully sold after fifteen years of operation.

The Chief Operating Officer position will be filled by a partner who will be granted up to 10% of shares in the business after meeting certain milestones. Additional shares will be granted if the COO contributes capital to the business. The COO will manage operations, finances, human resources, and procurement.

The business will require additional personnel including an administrator/dispatch center operator and a sales/marketing support associate. These individuals will be managed by the COO and the CEO, respectively. Three part-time truck drivers will be hired initially.

Personnel Plan

Truck driver salary listed here covers only wages paid which are not directly attributable to client jobs. This includes training, repair work, returns from deliveries, and other required driving with empty trucks. It is expected that this will be less than 20% of driver wages. Truck drivers will grow from three part-time at launch to four full-time by the end of year 1, eight full-time by the end of year 2, and 10 full-time by the end of year 3. There will be more full-time truck drivers than trucks as the business will attempt to utilize the capacity of the trucks at least 60 hours per week and will limit overtime of drivers.

The sales/marketing associate will be hired in the fourth month after the CEO has directly executed all sales and marketing operations for the first three months.

Personnel Plan
Year 1 Year 2 Year 3
CEO $48,000 $70,000 $75,000
COO $60,000 $70,000 $75,000
Sales/Marketing Associate $27,000 $40,000 $45,000
Administrator $36,000 $40,000 $45,000
Truck Drivers (Non-Job Payroll) $26,961 $40,000 $50,000
Total People 8 12 14
Total Payroll $197,961 $260,000 $290,000

Financial Plan investor-ready personnel plan .">

Timely Trucking will establish its business with three trucks and a launch financed by the owner and investor’s equity. Starting debt-free will enable the business to take on debt once it has established cash flows to purchase additional trucks over the first three years. Profits will swing positive in the second year after a loss in the first year.

After the first three years, the business can sustain growth of at least three additional trucks per year, and begin to add additional bases of operation throughout the region so that truck drivers who do not live in the Portland area can be hired and trucks do not have to return to this base after all jobs.

Dividends will not be paid out, as cash will be used in the business to prepare for expansion to additional offices and purchase equipment on better terms going forward. After five years of operation, the business will seek a strategic sale to a national freight trucking operator for which Timely Trucking’s geographic and technological focus will be a good match.

Start-up Funding

Jim Kerrigan will provide the majority of start-up funding out of savings from the sale of his previous business. Additional investment will be from investing partners who will be granted 20% of shares in the business for their investment.

Start-up Funding
Start-up Expenses to Fund $63,000
Start-up Assets to Fund $660,000
Total Funding Required $723,000
Assets
Non-cash Assets from Start-up $570,000
Cash Requirements from Start-up $90,000
Additional Cash Raised $0
Cash Balance on Starting Date $90,000
Total Assets $660,000
Liabilities and Capital
Liabilities
Current Borrowing $5,000
Long-term Liabilities $0
Accounts Payable (Outstanding Bills) $0
Other Current Liabilities (interest-free) $0
Total Liabilities $5,000
Capital
Planned Investment
Jim Kerrigan $500,000
Investors $218,000
Additional Investment Requirement $0
Total Planned Investment $718,000
Loss at Start-up (Start-up Expenses) ($63,000)
Total Capital $655,000
Total Capital and Liabilities $660,000
Total Funding $723,000

Important Assumptions

The business assumes the cost of fuel at an average of the past two years, slightly higher than today’s fuel prices. This is considered a conservative estimate as it is possible that fuel will stay below this number during at least part of the start-up phase. However, if fuel becomes significantly more expensive, the gross margins of the business will drop.

Break-even Analysis

The break even point is shown in the table and chart, below.

General motor freight trucking business plan, financial plan chart image

Break-even Analysis
Monthly Units Break-even 52,272
Monthly Revenue Break-even $75,608
Assumptions:
Average Per-Unit Revenue $1.45
Average Per-Unit Variable Cost $0.66
Estimated Monthly Fixed Cost $40,869

Projected Profit and Loss

Major expenses include:

  • Payroll: Covers the management, staff, and truck driver wages (when not directly attributed to jobs)
  • Marketing/Promotion: Projected higher in the first year and then dropping due to extra marketing devoted to the launch and the weaning off of search engine marketing over time
  • Depreciation: Reflects the growing investment in trucks and equipment over the years. Trucks are depreciated on a 10 year straight-line schedule. The depreciation is $1,250 per month per truck or $1,458 per month including the additional equipment purchased with each truck. The business will grow from four trucks at the end of year 1 to six at the end of year 2 to eight at the end of year 3.
  • Truck Maintenance/Repair: Estimated at $200 per month per truck to start and rising to $225 in year 3 due to aging of some of the first trucks purchased.
  • Rent & Utilities: Projected to rise slightly due to inflationary increases
  • Insurance: Will grow with the number of trucks and size of operations
  • Payroll Taxes: Applied to payroll as listed and half of the direct cost of sales (truck driver wages)
  • Licensing and Permitting: Include ongoing renewals of licenses and additional licenses for new trucks as they are purchased

General motor freight trucking business plan, financial plan chart image

Pro Forma Profit and Loss
Year 1 Year 2 Year 3
Sales $868,180 $1,453,712 $2,354,980
Direct Cost of Sales $398,890 $615,976 $945,170
Other Costs of Sales $0 $0 $0
Total Cost of Sales $398,890 $615,976 $945,170
Gross Margin $469,290 $837,736 $1,409,810
Gross Margin % 54.05% 57.63% 59.87%
Expenses
Payroll $197,961 $260,000 $290,000
Marketing/Promotion $102,000 $80,000 $100,000
Depreciation $59,334 $89,952 $124,944
Truck Maintenance/Repair $7,800 $12,000 $18,900
Rent $36,000 $37,800 $39,690
Utilities $3,600 $3,780 $3,969
Insurance $12,000 $18,000 $25,000
Payroll Taxes $59,611 $85,198 $114,388
Licenses and Permitting $8,000 $10,000 $10,000
Web Hosting and Development $4,125 $7,200 $7,560
Total Operating Expenses $490,431 $603,930 $734,451
Profit Before Interest and Taxes ($21,141) $233,806 $675,359
EBITDA $38,193 $323,758 $800,303
Interest Expense $3,889 $21,975 $35,250
Taxes Incurred $0 $63,549 $192,033
Net Profit ($25,030) $148,282 $448,077
Net Profit/Sales -2.88% 10.20% 19.03%

Projected Cash Flow

Purchases of new trucks will be made with 3 year loans for 90% of the purchase price. The remaining $25,000 plus $25,000 in additional equipment (forklift, etc) for each purchase will be made in cash. Payments on these loans will be $3,750 per month, per truck loan for the life of the loans.

One additional truck will be purchased in the first year with a loan, two in the second year, and two in the third year.

General motor freight trucking business plan, financial plan chart image

Pro Forma Cash Flow
Year 1 Year 2 Year 3
Cash Received
Cash from Operations
Cash Sales $217,045 $363,428 $588,745
Cash from Receivables $531,566 $1,009,642 $1,642,109
Subtotal Cash from Operations $748,611 $1,373,070 $2,230,854
Additional Cash Received
Sales Tax, VAT, HST/GST Received $69,454 $116,297 $188,398
New Current Borrowing $0 $0 $0
New Other Liabilities (interest-free) $0 $0 $0
New Long-term Liabilities $135,000 $270,000 $270,000
Sales of Other Current Assets $0 $0 $0
Sales of Long-term Assets $0 $0 $0
New Investment Received $0 $0 $0
Subtotal Cash Received $953,065 $1,759,367 $2,689,252
Expenditures Year 1 Year 2 Year 3
Expenditures from Operations
Cash Spending $197,961 $260,000 $290,000
Bill Payments $568,192 $944,669 $1,447,865
Subtotal Spent on Operations $766,154 $1,204,669 $1,737,865
Additional Cash Spent
Sales Tax, VAT, HST/GST Paid Out $69,454 $116,297 $188,398
Principal Repayment of Current Borrowing $2,000 $3,000 $0
Other Liabilities Principal Repayment $0 $0 $0
Long-term Liabilities Principal Repayment $7,500 $90,000 $180,000
Purchase Other Current Assets $0 $0 $0
Purchase Long-term Assets $175,000 $350,000 $350,000
Dividends $0 $0 $0
Subtotal Cash Spent $1,020,108 $1,763,966 $2,456,264
Net Cash Flow ($67,043) ($4,599) $232,988
Cash Balance $22,957 $18,358 $251,346

Projected Balance Sheet

The balance sheet illustrates the launch of the business on equity financing and augmented by safe debt over its first three years of operation to purchase additional trucks. This will allow cash and assets, as well as net worth, to continue to grow.

Retained earnings will be negative due to the loss sustained in the first year of operation and the start-up phase, but will move closer to positive in the third year after a profitable second year.

Pro Forma Balance Sheet
Year 1 Year 2 Year 3
Assets
Current Assets
Cash $22,957 $18,358 $251,346
Accounts Receivable $119,570 $200,212 $324,339
Other Current Assets $20,000 $20,000 $20,000
Total Current Assets $162,527 $238,570 $595,685
Long-term Assets
Long-term Assets $725,000 $1,075,000 $1,425,000
Accumulated Depreciation $59,334 $149,286 $274,230
Total Long-term Assets $665,666 $925,714 $1,150,770
Total Assets $828,193 $1,164,284 $1,746,455
Liabilities and Capital Year 1 Year 2 Year 3
Current Liabilities
Accounts Payable $67,723 $78,532 $122,627
Current Borrowing $3,000 $0 $0
Other Current Liabilities $0 $0 $0
Subtotal Current Liabilities $70,723 $78,532 $122,627
Long-term Liabilities $127,500 $307,500 $397,500
Total Liabilities $198,223 $386,032 $520,127
Paid-in Capital $718,000 $718,000 $718,000
Retained Earnings ($63,000) ($88,030) $60,252
Earnings ($25,030) $148,282 $448,077
Total Capital $629,970 $778,252 $1,226,328
Total Liabilities and Capital $828,193 $1,164,284 $1,746,455
Net Worth $629,970 $778,252 $1,226,328

Business Ratios

The ratios of the business are compared to General Freight/Long-Distance Trucking for businesses of $1 million to $5 million in revenues.

Ratio Analysis
Year 1 Year 2 Year 3 Industry Profile
Sales Growth n.a. 67.44% 62.00% -0.08%
Percent of Total Assets
Accounts Receivable 14.44% 17.20% 18.57% 28.96%
Other Current Assets 2.41% 1.72% 1.15% 28.54%
Total Current Assets 19.62% 20.49% 34.11% 58.36%
Long-term Assets 80.38% 79.51% 65.89% 41.64%
Total Assets 100.00% 100.00% 100.00% 100.00%
Current Liabilities 8.54% 6.75% 7.02% 34.65%
Long-term Liabilities 15.39% 26.41% 22.76% 34.50%
Total Liabilities 23.93% 33.16% 29.78% 69.15%
Net Worth 76.07% 66.84% 70.22% 30.85%
Percent of Sales
Sales 100.00% 100.00% 100.00% 100.00%
Gross Margin 54.05% 57.63% 59.87% 59.90%
Selling, General & Administrative Expenses 56.94% 47.43% 40.84% 15.68%
Advertising Expenses 11.75% 5.50% 4.25% 0.24%
Profit Before Interest and Taxes -2.44% 16.08% 28.68% 4.09%
Main Ratios
Current 2.30 3.04 4.86 1.36
Quick 2.30 3.04 4.86 1.34
Total Debt to Total Assets 23.93% 33.16% 29.78% 69.15%
Pre-tax Return on Net Worth -3.97% 27.22% 52.20% 42.38%
Pre-tax Return on Assets -3.02% 18.19% 36.65% 13.08%
Additional Ratios Year 1 Year 2 Year 3
Net Profit Margin -2.88% 10.20% 19.03% n.a
Return on Equity -3.97% 19.05% 36.54% n.a
Activity Ratios
Accounts Receivable Turnover 5.45 5.45 5.45 n.a
Collection Days 43 54 54 n.a
Accounts Payable Turnover 9.39 12.17 12.17 n.a
Payment Days 27 28 25 n.a
Total Asset Turnover 1.05 1.25 1.35 n.a
Debt Ratios
Debt to Net Worth 0.31 0.50 0.42 n.a
Current Liab. to Liab. 0.36 0.20 0.24 n.a
Liquidity Ratios
Net Working Capital $91,804 $160,038 $473,058 n.a
Interest Coverage -5.44 10.64 19.16 n.a
Additional Ratios
Assets to Sales 0.95 0.80 0.74 n.a
Current Debt/Total Assets 9% 7% 7% n.a
Acid Test 0.61 0.49 2.21 n.a
Sales/Net Worth 1.38 1.87 1.92 n.a
Dividend Payout 0.00 0.00 0.00 n.a

The valuation of the business after three years is estimated at an average between two methods of valuation, based on an earnings multiple and based on a sales multiple. Both methods yield similar results. The average valuation is $4.53 million.

Investors will be given 20% of shares for their capital contribution. Kerrigan will be given 46% for his capital contribution and 34% for his contribution as founder. Investors will see a 63% internal rate of return based on this valuation.

The market value of the business will be determined after five years, when the business is best poised for sale. The valuation of the business is expected to be between $10 and $15 million for a strategic sale to a national trucking operator at that point.

Investment Analysis
Start Year 1 Year 2 Year 3
Initial Investment
Investment $718,000 $0 $0 $0
Dividends $0 $0 $0 $0
Ending Valuation $0 $0 $0 $3,108,600
Combination as Income Stream ($718,000) $0 $0 $3,108,600
Percent Equity Acquired 66%
Net Present Value (NPV) $1,470,488
Internal Rate of Return (IRR) 63%
Assumptions
Discount Rate 10.00%
Valuation Earnings Multiple 10 10 10
Valuation Sales Multiple 2 2 2
Investment (calculated) $718,000 $0 $0 $0
Dividends $0 $0 $0
Calculated Earnings-based Valuation $0 $1,480,000 $4,480,000
Calculated Sales-based Valuation $1,740,000 $2,910,000 $4,710,000
Calculated Average Valuation $870,000 $2,195,000 $4,595,000
Sales Forecast
Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12
Unit Sales
Miles of Shipping 12,000 18,000 27,000 37,800 52,920 55,566 58,344 61,262 64,325 67,541 70,918 74,464
Preferred Client Accounts 0 1 2 4 7 8 9 10 10 11 12 14
Total Unit Sales 12,000 18,001 27,002 37,804 52,927 55,574 58,353 61,272 64,335 67,552 70,930 74,478
Unit Prices Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12
Miles of Shipping $1.30 $1.30 $1.30 $1.30 $1.30 $1.30 $1.30 $1.30 $1.30 $1.30 $1.30 $1.30
Preferred Client Accounts $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00
Sales
Miles of Shipping $15,600 $23,400 $35,100 $49,140 $68,796 $72,236 $75,848 $79,640 $83,622 $87,803 $92,193 $96,803
Preferred Client Accounts $0 $1,000 $2,000 $4,000 $7,000 $8,000 $9,000 $10,000 $10,000 $11,000 $12,000 $14,000
Total Sales $15,600 $24,400 $37,100 $53,140 $75,796 $80,236 $84,848 $89,640 $93,622 $98,803 $104,193 $110,803
Direct Unit Costs Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12
Miles of Shipping 50.00% $0.65 $0.65 $0.65 $0.65 $0.65 $0.65 $0.65 $0.65 $0.65 $0.65 $0.65 $0.65
Preferred Client Accounts 10.00% $100.00 $100.00 $100.00 $100.00 $100.00 $100.00 $100.00 $100.00 $100.00 $100.00 $100.00 $100.00
Direct Cost of Sales
Miles of Shipping $7,800 $11,700 $17,550 $24,570 $34,398 $36,118 $37,924 $39,820 $41,811 $43,902 $46,097 $48,401
Preferred Client Accounts $0 $100 $200 $400 $700 $800 $900 $1,000 $1,000 $1,100 $1,200 $1,400
Subtotal Direct Cost of Sales $7,800 $11,800 $17,750 $24,970 $35,098 $36,918 $38,824 $40,820 $42,811 $45,002 $47,297 $49,801
Personnel Plan
Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12
CEO $4,000 $4,000 $4,000 $4,000 $4,000 $4,000 $4,000 $4,000 $4,000 $4,000 $4,000 $4,000
COO $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 $5,000
Sales/Marketing Associate $0 $0 $0 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000
Administrator $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000
Truck Drivers (Non-Job Payroll) $1,000 $1,200 $1,440 $1,584 $1,901 $2,091 $2,300 $2,530 $2,783 $3,061 $3,367 $3,704
Total People 6 6 6 6 6 6 6 6 7 7 8 8
Total Payroll $13,000 $13,200 $13,440 $16,584 $16,901 $17,091 $17,300 $17,530 $17,783 $18,061 $18,367 $18,704
Pro Forma Profit and Loss
Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12
Sales $15,600 $24,400 $37,100 $53,140 $75,796 $80,236 $84,848 $89,640 $93,622 $98,803 $104,193 $110,803
Direct Cost of Sales $7,800 $11,800 $17,750 $24,970 $35,098 $36,918 $38,824 $40,820 $42,811 $45,002 $47,297 $49,801
Other Costs of Sales $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Total Cost of Sales $7,800 $11,800 $17,750 $24,970 $35,098 $36,918 $38,824 $40,820 $42,811 $45,002 $47,297 $49,801
Gross Margin $7,800 $12,600 $19,350 $28,170 $40,698 $43,318 $46,024 $48,820 $50,811 $53,802 $56,897 $61,001
Gross Margin % 50.00% 51.64% 52.16% 53.01% 53.69% 53.99% 54.24% 54.46% 54.27% 54.45% 54.61% 55.05%
Expenses
Payroll $13,000 $13,200 $13,440 $16,584 $16,901 $17,091 $17,300 $17,530 $17,783 $18,061 $18,367 $18,704
Marketing/Promotion $6,000 $6,000 $16,000 $6,000 $6,000 $6,000 $16,000 $6,000 $6,000 $16,000 $6,000 $6,000
Depreciation $4,580 $4,580 $4,580 $4,580 $4,580 $4,580 $4,580 $4,580 $4,580 $6,038 $6,038 $6,038
Truck Maintenance/Repair $600 $600 $600 $600 $600 $600 $600 $600 $600 $800 $800 $800
Rent $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000
Utilities $300 $300 $300 $300 $300 $300 $300 $300 $300 $300 $300 $300
Insurance $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000
Payroll Taxes 15% $2,535 $2,865 $3,347 $4,360 $5,167 $5,332 $5,507 $5,691 $5,878 $6,084 $6,302 $6,541
Licenses and Permitting 15% $0 $0 $1,000 $0 $0 $1,000 $0 $0 $5,000 $0 $0 $1,000
Web Hosting and Development $300 $218 $238 $259 $282 $307 $335 $365 $398 $434 $473 $516
Total Operating Expenses $31,315 $31,763 $43,505 $36,683 $37,830 $39,210 $48,622 $39,066 $44,539 $51,718 $42,281 $43,899
Profit Before Interest and Taxes ($23,515) ($19,163) ($24,155) ($8,513) $2,868 $4,108 ($2,598) $9,754 $6,272 $2,084 $14,616 $17,103
EBITDA ($18,935) ($14,583) ($19,575) ($3,933) $7,448 $8,688 $1,982 $14,334 $10,852 $8,122 $20,654 $23,141
Interest Expense $61 $60 $58 $57 $55 $53 $51 $48 $46 $1,168 $1,133 $1,100
Taxes Incurred $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Net Profit ($23,576) ($19,223) ($24,214) ($8,570) $2,813 $4,055 ($2,649) $9,706 $6,226 $916 $13,483 $16,003
Net Profit/Sales -151.13% -78.78% -65.27% -16.13% 3.71% 5.05% -3.12% 10.83% 6.65% 0.93% 12.94% 14.44%
Pro Forma Cash Flow
Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12
Cash Received
Cash from Operations
Cash Sales $3,900 $6,100 $9,275 $13,285 $18,949 $20,059 $21,212 $22,410 $23,405 $24,701 $26,048 $27,701
Cash from Receivables $0 $6,240 $15,220 $23,380 $34,241 $48,917 $58,623 $62,022 $65,553 $68,823 $72,289 $76,258
Subtotal Cash from Operations $3,900 $12,340 $24,495 $36,665 $53,190 $68,976 $79,835 $84,432 $88,958 $93,524 $98,337 $103,959
Additional Cash Received
Sales Tax, VAT, HST/GST Received 8.00% $1,248 $1,952 $2,968 $4,251 $6,064 $6,419 $6,788 $7,171 $7,490 $7,904 $8,335 $8,864
New Current Borrowing $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
New Other Liabilities (interest-free) $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
New Long-term Liabilities $0 $0 $0 $0 $0 $0 $0 $0 $0 $135,000 $0 $0
Sales of Other Current Assets $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Sales of Long-term Assets $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
New Investment Received $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Subtotal Cash Received $5,148 $14,292 $27,463 $40,916 $59,254 $75,395 $86,623 $91,603 $96,448 $236,428 $106,673 $112,823
Expenditures Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12
Expenditures from Operations
Cash Spending $13,000 $13,200 $13,440 $16,584 $16,901 $17,091 $17,300 $17,530 $17,783 $18,061 $18,367 $18,704
Bill Payments $720 $21,738 $26,425 $43,202 $40,911 $51,603 $54,880 $65,356 $58,064 $65,325 $73,538 $66,430
Subtotal Spent on Operations $13,720 $34,938 $39,865 $59,786 $57,812 $68,693 $72,180 $82,886 $75,847 $83,386 $91,905 $85,134
Additional Cash Spent
Sales Tax, VAT, HST/GST Paid Out $1,248 $1,952 $2,968 $4,251 $6,064 $6,419 $6,788 $7,171 $7,490 $7,904 $8,335 $8,864
Principal Repayment of Current Borrowing $100 $110 $121 $133 $146 $161 $177 $195 $215 $237 $261 $144
Other Liabilities Principal Repayment $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Long-term Liabilities Principal Repayment $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $3,750 $3,750
Purchase Other Current Assets $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Purchase Long-term Assets $0 $0 $0 $0 $0 $0 $0 $0 $0 $175,000 $0 $0
Dividends $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Subtotal Cash Spent $15,068 $37,000 $42,954 $64,170 $64,022 $75,273 $79,145 $90,253 $83,552 $266,527 $104,252 $97,892
Net Cash Flow ($9,920) ($22,708) ($15,491) ($23,254) ($4,768) $122 $7,477 $1,350 $12,896 ($30,099) $2,421 $14,931
Cash Balance $80,080 $57,372 $41,882 $18,628 $13,860 $13,982 $21,459 $22,809 $35,705 $5,605 $8,026 $22,957
Pro Forma Balance Sheet
Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12
Assets Starting Balances
Current Assets
Cash $90,000 $80,080 $57,372 $41,882 $18,628 $13,860 $13,982 $21,459 $22,809 $35,705 $5,605 $8,026 $22,957
Accounts Receivable $0 $11,700 $23,760 $36,365 $52,840 $75,446 $86,705 $91,718 $96,927 $101,590 $106,870 $112,726 $119,570
Other Current Assets $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 $20,000
Total Current Assets $110,000 $111,780 $101,132 $98,247 $91,468 $109,306 $120,687 $133,177 $139,736 $157,295 $132,475 $140,752 $162,527
Long-term Assets
Long-term Assets $550,000 $550,000 $550,000 $550,000 $550,000 $550,000 $550,000 $550,000 $550,000 $550,000 $725,000 $725,000 $725,000
Accumulated Depreciation $0 $4,580 $9,160 $13,740 $18,320 $22,900 $27,480 $32,060 $36,640 $41,220 $47,258 $53,296 $59,334
Total Long-term Assets $550,000 $545,420 $540,840 $536,260 $531,680 $527,100 $522,520 $517,940 $513,360 $508,780 $677,742 $671,704 $665,666
Total Assets $660,000 $657,200 $641,972 $634,507 $623,148 $636,406 $643,207 $651,117 $653,096 $666,075 $810,217 $812,456 $828,193
Liabilities and Capital Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12
Current Liabilities
Accounts Payable $0 $20,876 $24,981 $41,850 $39,195 $49,786 $52,693 $63,429 $55,897 $62,865 $71,328 $64,095 $67,723
Current Borrowing $5,000 $4,900 $4,790 $4,669 $4,536 $4,390 $4,229 $4,052 $3,857 $3,642 $3,405 $3,144 $3,000
Other Current Liabilities $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Subtotal Current Liabilities $5,000 $25,776 $29,771 $46,519 $43,731 $54,176 $56,922 $67,481 $59,754 $66,507 $74,733 $67,239 $70,723
Long-term Liabilities $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $135,000 $131,250 $127,500
Total Liabilities $5,000 $25,776 $29,771 $46,519 $43,731 $54,176 $56,922 $67,481 $59,754 $66,507 $209,733 $198,489 $198,223
Paid-in Capital $718,000 $718,000 $718,000 $718,000 $718,000 $718,000 $718,000 $718,000 $718,000 $718,000 $718,000 $718,000 $718,000
Retained Earnings ($63,000) ($63,000) ($63,000) ($63,000) ($63,000) ($63,000) ($63,000) ($63,000) ($63,000) ($63,000) ($63,000) ($63,000) ($63,000)
Earnings $0 ($23,576) ($42,799) ($67,013) ($75,583) ($72,770) ($68,715) ($71,364) ($61,658) ($55,432) ($54,515) ($41,033) ($25,030)
Total Capital $655,000 $631,424 $612,201 $587,987 $579,417 $582,230 $586,285 $583,636 $593,342 $599,568 $600,485 $613,967 $629,970
Total Liabilities and Capital $660,000 $657,200 $641,972 $634,507 $623,148 $636,406 $643,207 $651,117 $653,096 $666,075 $810,217 $812,456 $828,193
Net Worth $655,000 $631,424 $612,201 $587,987 $579,417 $582,230 $586,285 $583,636 $593,342 $599,568 $600,485 $613,967 $629,970

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Comment créer un business plan de transport de marchandises gratuit en PDF avec Angel

Découvrez comment préparer un business plan solide pour votre entreprise de transport de marchandises

Introduction au business plan de transport de marchandises

Le secteur du transport de marchandises est un domaine clé de l'économie mondiale, offrant des opportunités de croissance et d'innovation pour les entrepreneurs. Un business plan de transport de marchandises est essentiel pour établir une vision claire de votre entreprise, définir vos objectifs stratégiques et élaborer une stratégie pour atteindre le succès. Ce document détaillé présente non seulement votre modèle d'entreprise, vos services de transport, et vos partenaires potentiels, mais il met également en lumière l'importance de comprendre la dynamique du marché du transport de marchandises. En plus de décrire vos services, comme le transport local, national ou international, le business plan devrait mettre en évidence les particularités de votre offre, comme des solutions de logistique personnalisées, des services de suivi en temps réel, ou des options respectueuses de l'environnement.

Étude de marché pour le transport de marchandises

Une étude de marché approfondie est cruciale pour élaborer un business plan efficace pour le transport de marchandises. Cette analyse doit explorer en profondeur le marché cible en se concentrant sur divers aspects clés. Il est essentiel de commencer par une compréhension détaillée des tendances de transport de marchandises, comme la demande croissante pour des solutions de logistique efficaces, la préférence pour des options respectueuses de l'environnement, et l'impact des avancées technologiques sur les opérations de transport.

Outre les tendances, il est essentiel d'examiner les caractéristiques du marché, telles que la demande de transport de marchandises dans des secteurs spécifiques, les principaux acteurs du marché, et les réglementations gouvernementales qui peuvent avoir un impact sur les opérations de transport. Il est également important d'évaluer la concurrence dans le secteur du transport de marchandises, en identifiant les forces et les faiblesses des autres entreprises de transport, ainsi que les opportunités et les menaces potentielles pour votre entreprise.

Enfin, l'intégration d'une analyse SWOT (Strengths, Weaknesses, Opportunities, Threats) dans votre étude de marché est essentielle. Cette analyse doit être spécifique à votre entreprise de transport de marchandises et couvrir des aspects tels que la qualité de vos services, votre réseau de partenaires, votre expérience dans le domaine, ainsi que les défis potentiels comme les fluctuations économiques ou les nouvelles réglementations. L'analyse SWOT vous aidera à développer des stratégies robustes pour capitaliser sur vos forces, atténuer vos faiblesses, exploiter les opportunités de marché et anticiper les menaces potentielles.

business plan transport routier pdf

Recherche de clients dans le secteur du transport de marchandises

La recherche de clients dans le secteur du transport de marchandises est un élément crucial de tout business plan. Il est essentiel d'identifier les segments de marché cibles et de développer des stratégies pour attirer et fidéliser ces clients potentiels. Une approche efficace de la recherche de clients dans le secteur du transport de marchandises comprend plusieurs aspects clés.

Tout d'abord, il est important de définir clairement les types de clients que votre entreprise cible. Cela peut inclure des entreprises opérant dans des secteurs spécifiques tels que la logistique, la vente au détail, la fabrication, ou d'autres industries nécessitant des solutions de transport de marchandises. Comprendre les besoins et les exigences de ces clients potentiels est essentiel pour développer des offres de services adaptées.

Ensuite, la mise en place de stratégies de marketing ciblées est essentielle pour attirer l'attention des clients potentiels. Cela peut inclure des campagnes de marketing numérique visant des secteurs spécifiques, la participation à des salons professionnels de l'industrie, ou la création de partenariats avec des entreprises complémentaires. La création de matériel marketing tel que des brochures, des présentations et des démonstrations de services peut également être un atout précieux dans la recherche de clients dans le secteur du transport de marchandises.

Enfin, établir et entretenir des relations solides avec les clients potentiels est essentiel pour assurer la croissance continue de votre entreprise. Cela peut impliquer un service client exceptionnel, des offres personnalisées en fonction des besoins spécifiques des clients, ainsi que des efforts continus pour comprendre et répondre aux évolutions du marché et aux demandes changeantes des clients.

Prévisions financières pour une entreprise de transport de marchandises

Élaborer des prévisions financières précises est crucial pour le succès de tout business plan de transport de marchandises. Cette section doit couvrir plusieurs éléments financiers clés pour fournir une image complète de la santé financière prévue de votre entreprise.

  • Coûts de démarrage : Détaillez tous les coûts initiaux nécessaires pour lancer votre entreprise. Cela peut inclure l'achat de véhicules, les frais de marketing, les coûts de licence, et les dépenses liées à l'établissement de votre infrastructure logistique.
  • Coûts opérationnels : Fournissez une analyse des coûts réguliers que vous prévoyez d'engager. Ces coûts peuvent inclure le carburant, l'entretien des véhicules, les salaires des employés, les frais administratifs, et les coûts de maintenance de l'infrastructure logistique.
  • Revenus attendus : Projetez vos revenus en fonction de différents scénarios, tels que le nombre de contrats de transport signés, les tarifs de transport différents, et les fluctuations saisonnières de la demande.
  • Marges bénéficiaires : Calculez vos marges bénéficiaires en tenant compte des coûts directs et indirects. Cette analyse vous aidera à établir des tarifs compétitifs tout en garantissant la rentabilité de votre entreprise de transport de marchandises.

En outre, l'utilisation d'outils en ligne comme Angel peut grandement faciliter la création de ces prévisions. Ces outils offrent souvent des fonctionnalités telles que des modèles financiers prédéfinis, des tableaux de bord interactifs pour visualiser les données financières, et des conseils d'experts-comptables pour assurer l'exactitude et la pertinence de vos prévisions financières.

Télécharger votre business plan de transport de marchandises en PDF et Excel

L'accessibilité et la flexibilité sont des aspects clés d'un business plan efficace. Avec Angel, une fois votre plan finalisé, vous avez la possibilité de le télécharger en formats PDF et Excel. Le format PDF est idéal pour une présentation professionnelle à des investisseurs, des prêteurs et des partenaires. Il offre un aperçu clair et concis de votre plan, parfait pour les réunions et les propositions. D'autre part, le format Excel est extrêmement utile pour une gestion dynamique de votre plan. Il vous permet de faire des ajustements en temps réel, tels que la modification des prévisions financières, la mise à jour des coûts ou l'ajout de nouvelles stratégies de marché, ce qui est essentiel à mesure que votre entreprise évolue.

Outils pour organiser le lancement d'une entreprise de transport de marchandises

Le lancement d'une entreprise de transport de marchandises nécessite une planification et une organisation méticuleuses. Angel vous accompagne au-delà de la simple création d'un business plan. Notre outil vous offre la possibilité de construire une liste de tâches détaillée, d'établir des échéances et de suivre vos progrès. Cela inclut l'aide à la définition d'objectifs à court et long terme, le développement de stratégies de marketing ciblées, et la mise en place d'une structure financière solide. De plus, Angel propose des conseils et des ressources pour naviguer dans les aspects juridiques et administratifs du lancement d'entreprise, assurant ainsi que vous êtes bien préparé pour chaque étape du processus.

En outre, l'intégration d'outils de planification et de suivi des progrès vous permet de rester organisé et de suivre attentivement chaque étape du lancement de votre entreprise de transport de marchandises. Ces outils peuvent comprendre des calendriers interactifs, des listes de tâches personnalisables, et des rappels pour les échéances importantes. En utilisant ces outils, vous pouvez gérer efficacement les activités préliminaires telles que l'acquisition de licences et permis, la mise en place de partenariats avec des fournisseurs de transport, et la conception de stratégies de marketing pour attirer les premiers clients.

Évaluer l'impact RSE dans le secteur du transport de marchandises

Dans un contexte où la responsabilité sociale d'entreprise (RSE) est de plus en plus valorisée, évaluer et améliorer l'impact RSE de votre entreprise de transport de marchandises revêt une importance cruciale. L'engagement envers des pratiques durables et éthiques peut non seulement renforcer l'image de marque de votre entreprise, mais aussi contribuer à un secteur du transport de marchandises plus respectueux de l'environnement et socialement responsable.

Pour évaluer l'impact RSE de votre entreprise, il est essentiel de prendre en compte plusieurs aspects clés. Tout d'abord, l'empreinte carbone de vos opérations de transport doit être évaluée. Cela implique de mesurer et de réduire les émissions de gaz à effet de serre générées par vos véhicules et vos opérations logistiques. Des initiatives telles que l'utilisation de véhicules plus économes en carburant, l'optimisation des itinéraires pour réduire les kilomètres parcourus, et l'adoption de technologies de suivi des émissions peuvent contribuer à réduire l'impact environnemental de votre entreprise de transport de marchandises.

En outre, évaluer l'impact social de votre entreprise est également essentiel. Cela implique de prendre en compte les conditions de travail de vos employés, leur santé et sécurité, ainsi que les relations avec les communautés locales où vous opérez. La promotion de pratiques de travail équitables, la formation professionnelle et le développement des compétences de vos employés, ainsi que l'engagement dans des initiatives communautaires peuvent contribuer à améliorer l'impact social de votre entreprise.

Enfin, l'évaluation de l'impact économique de votre entreprise de transport de marchandises est également importante. Cela implique d'évaluer comment vos opérations contribuent à la prospérité économique des communautés où vous opérez, ainsi que votre engagement envers des pratiques commerciales éthiques et transparentes. La transparence dans la facturation, le respect des normes éthiques dans les relations d'affaires, et la contribution au développement économique local sont autant d'aspects à considérer pour évaluer l'impact économique de votre entreprise.

En intégrant ces évaluations dans votre business plan de transport de marchandises, vous démontrez votre engagement envers la durabilité et la responsabilité sociale, ce qui peut non seulement renforcer la confiance de vos partenaires commerciaux et clients, mais aussi contribuer à un secteur du transport de marchandises plus éthique et durable.

Conclusion et prochaines étapes

En conclusion, la création d'un business plan de transport de marchandises est un processus complexe qui nécessite une analyse approfondie du marché, des prévisions financières précises, une stratégie de recherche de clients efficace, et une évaluation de l'impact RSE. Avec l'aide d'outils en ligne comme Angel, ce processus peut être simplifié et rendu plus accessible, permettant aux entrepreneurs du secteur du transport de marchandises de développer des plans d'entreprise solides et orientés vers la réussite.

Les prochaines étapes pour les entrepreneurs du transport de marchandises incluent la mise en œuvre des stratégies et des initiatives définies dans le business plan, la surveillance et l'ajustement des prévisions financières en fonction de l'évolution du marché, et l'engagement continu dans l'évaluation et l'amélioration de l'impact RSE de leur entreprise. Avec une planification minutieuse, une exécution stratégique, et un engagement envers la durabilité et la responsabilité sociale, les entrepreneurs du transport de marchandises peuvent positionner leurs entreprises pour une croissance durable et un impact positif sur leur secteur.

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Transportation Business Plan Template & Guidebook

Are you interested in starting up a transportation business but not sure where to begin? With the #1 Transportation Business Plan Template & Guidebook, you can create a comprehensive and effective plan to get your business off the ground in no time. This guidebook contains all the information and resources businesses need to create an effective, meaningful business plan that is designed for success. Start your journey to success today with this comprehensive guidebook.

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Get worry-free services and support to launch your business starting at $0 plus state fees.

  • How to Start a Profitable Transportation Business [11 Steps]
  • 10+ Best & Profitable Transportation Business Ideas [2023]
  • 25 Catchy Transportation Business Names:
  • List of the Best Marketing Ideas For Your Transportation Business:

How to Write a Transportation Business Plan in 7 Steps:

1. describe the purpose of your transportation business..

The first step to writing your business plan is to describe the purpose of your transportation business. This includes describing why you are starting this type of business, and what problems it will solve for customers. This is a quick way to get your mind thinking about the customers’ problems. It also helps you identify what makes your business different from others in its industry.

It also helps to include a vision statement so that readers can understand what type of company you want to build.

Here is an example of a purpose mission statement for a transportation business:

Our mission at [Transporation Company] is to provide affordable, reliable, and safe transportation services to our customers in order to reduce the time, costs, and stress associated with getting around our local area. We strive to be the leading provider of transportation services in our region by delivering exceptional customer service and using the latest technologies available.

Image of Zenbusiness business formation

2. Products & Services Offered by Your Transportation Business.

The next step is to outline your products and services for your transportation business. 

When you think about the products and services that you offer, it's helpful to ask yourself the following questions:

  • What is my business?
  • What are the products and/or services that I offer?
  • Why am I offering these particular products and/or services?
  • How do I differentiate myself from competitors with similar offerings?
  • How will I market my products and services?

You may want to do a comparison of your business plan against those of other competitors in the area, or even with online reviews. This way, you can find out what people like about them and what they don’t like, so that you can either improve upon their offerings or avoid doing so altogether.

Image of Zenbusiness business formation

3. Build a Creative Marketing Stratgey.

If you don't have a marketing plan for your transportation business, it's time to write one. Your marketing plan should be part of your business plan and be a roadmap to your goals. 

A good marketing plan for your transportation business includes the following elements:

Target market

  • Who is your target market?
  • What do these customers have in common?
  • How many of them are there?
  • How can you best reach them with your message or product?

Customer base 

  • Who are your current customers? 
  • Where did they come from (i.e., referrals)?
  • How can their experience with your transportation business help make them repeat customers, consumers, visitors, subscribers, or advocates for other people in their network or industry who might also benefit from using this service, product, or brand?

Product or service description

  • How does it work, what features does it have, and what are its benefits?
  • Can anyone use this product or service regardless of age or gender?
  • Can anyone visually see themselves using this product or service?
  • How will they feel when they do so? If so, how long will the feeling last after purchasing (or trying) the product/service for the first time?

Competitive analysis

  • Which companies are competing with yours today (and why)? 
  • Which ones may enter into competition with yours tomorrow if they find out about it now through word-of-mouth advertising; social media networks; friends' recommendations; etc.)
  • What specific advantages does each competitor offer over yours currently?

Marketing channels

  • Which marketing channel do you intend to leverage to attract new customers?
  • What is your estimated marketing budget needed?
  • What is the projected cost to acquire a new customer?
  • How many of your customers do you instead will return?

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business plan transport routier pdf

4. Write Your Operational Plan.

Next, you'll need to build your operational plan. This section describes the type of business you'll be running, and includes the steps involved in your operations. 

In it, you should list:

  • The equipment and facilities needed
  • Who will be involved in the business (employees, contractors)
  • Financial requirements for each step
  • Milestones & KPIs
  • Location of your business
  • Zoning & permits required for the business

What equipment, supplies, or permits are needed to run a transportation business?

  • Business license
  • Vehicles such as vans, trucks, or cars
  • Insurance for vehicles being used in the business
  • Safety and maintenance supplies for vehicles
  • Fuel, oil, and other vehicle fluids
  • GPS navigation system or mapping software
  • Cell phone with a data plan for communicating with customers

5. Management & Organization of Your Transportation Business.

The second part of your transportation business plan is to develop a management and organization section.

This section will cover all of the following:

  • How many employees you need in order to run your transportation business. This should include the roles they will play (for example, one person may be responsible for managing administrative duties while another might be in charge of customer service).
  • The structure of your management team. The higher-ups like yourself should be able to delegate tasks through lower-level managers who are directly responsible for their given department (inventory and sales, etc.).
  • How you’re going to make sure that everyone on board is doing their job well. You’ll want check-ins with employees regularly so they have time to ask questions or voice concerns if needed; this also gives you time to offer support where necessary while staying informed on how things are going within individual departments too!

6. Transportation Business Startup Expenses & Captial Needed.

This section should be broken down by month and year. If you are still in the planning stage of your business, it may be helpful to estimate how much money will be needed each month until you reach profitability.

Typically, expenses for your business can be broken into a few basic categories:

Startup Costs

Startup costs are typically the first expenses you will incur when beginning an enterprise. These include legal fees, accounting expenses, and other costs associated with getting your business off the ground. The amount of money needed to start a transportation business varies based on many different variables, but below are a few different types of startup costs for a transportation business.

Running & Operating Costs

Running costs refer to ongoing expenses related directly with operating your business over time like electricity bills or salaries paid out each month. These types of expenses will vary greatly depending on multiple variables such as location, team size, utility costs, etc.

Marketing & Sales Expenses

You should include any costs associated with marketing and sales, such as advertising and promotions, website design or maintenance. Also, consider any additional expenses that may be incurred if you decide to launch a new product or service line. For example, if your transportation business has an existing website that needs an upgrade in order to sell more products or services, then this should be listed here.

7. Financial Plan & Projections

A financial plan is an important part of any business plan, as it outlines how the business will generate revenue and profit, and how it will use that profit to grow and sustain itself. To devise a financial plan for your transportation business, you will need to consider a number of factors, including your start-up costs, operating costs, projected revenue, and expenses. 

Here are some steps you can follow to devise a financial plan for your transportation business plan:

  • Determine your start-up costs: This will include the cost of purchasing or leasing the space where you will operate your business, as well as the cost of buying or leasing any equipment or supplies that you need to start the business.
  • Estimate your operating costs: Operating costs will include utilities, such as electricity, gas, and water, as well as labor costs for employees, if any, and the cost of purchasing any materials or supplies that you will need to run your business.
  • Project your revenue: To project your revenue, you will need to consider the number of customers you expect to have and the average amount they will spend on each visit. You can use this information to estimate how much money you will make from selling your products or services.
  • Estimate your expenses: In addition to your operating costs, you will need to consider other expenses, such as insurance, marketing, and maintenance. You will also need to set aside money for taxes and other fees.
  • Create a budget: Once you have estimated your start-up costs, operating costs, revenue, and expenses, you can use this information to create a budget for your business. This will help you to see how much money you will need to start the business, and how much profit you can expect to make.
  • Develop a plan for using your profit: Finally, you will need to decide how you will use your profit to grow and sustain your business. This might include investing in new equipment, expanding the business, or saving for a rainy day.

business plan transport routier pdf

Frequently Asked Questions About Transportation Business Plans:

Why do you need a business plan for a transportation business.

A business plan for a transportation business is essential for clearly outlining the goals and objectives of the business, laying out a roadmap for success, and providing investors with an understanding of how the business will operate. It should also include a description of the industry, market analysis, competitive analysis, sales and marketing plans, operational plans and financial projections. A comprehensive business plan helps ensure that all areas of the business have been considered and addressed so that the transportation business can develop and grow on a sound financial foundation.

Who should you ask for help with your transportation business plan?

You should consult with a business consultant or mentor who has experience in the transportation industry. They can provide you with advice and guidance on the best strategy for your business plan. Additionally, you may also want to consider reaching out to local resources such as the Small Business Administration or entrepreneurs in your area who have had success in the transportation industry.

Can you write a transportation business plan yourself?

Writing a business plan can be an involved and time-consuming process. If you have the necessary knowledge, experience and time to dedicate to the task, then it is possible to write a comprehensive transportation business plan yourself. Depending on your particular area of focus, you may need to research the industry, regulations and potential customers. Writing the business plan should include information on your overall strategy, market analysis, marketing tactics, implementation timeline, financial projections and more. Depending on your goals and resources, it is also possible to hire a professional consultant or business plan writer to help create your business plan.

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Through meticulous research and firsthand experience, I uncover the essential steps, software, tools, and costs associated with launching and maintaining a successful business. By demystifying the complexities of entrepreneurship, I provide the guidance and support needed for others to embark on their journey with confidence.

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Transportation Business Plan Template

Written by Dave Lavinsky

transport and logistics business

Transportation Business Plan

Over the past 20+ years, we have helped over 1,000 entrepreneurs and business owners create business plans to start and grow their transportation businesses. On this page, we will first give you some background information with regards to the importance of business planning. We will then go through a transportation business plan template step-by-step so you can create your plan today.

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What is a Transportation Business Plan?

A business plan provides a snapshot of your transportation business as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategy for reaching them. It also includes market research to support your plans.

Why You Need a Business Plan for a Transportation Business

If you’re looking to start a transportation business, or grow your existing transportation business, you need a business plan. A business plan will help you raise funding, if needed, and plan out the growth of your transportation business in order to improve your chances of success. Your business plan is a living document that should be updated annually as your company grows and changes.

Sources of Funding for Transportation Companies

With regards to funding, the main sources of funding for a transportation business are personal savings, credit cards, bank loans and angel investors. With regards to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to confirm that your financials are reasonable, but they will also want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business. Personal savings and bank loans are the most common funding paths for transportation businesses.

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How to write a business plan for a transportation company.

If you want to start a transportation business or expand your current one, you need a business plan. Below we detail what you should include in each section of your own business plan:

Executive Summary

Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of transportation business you are operating and the status. For example, are you a startup, do you have a transportation business that you would like to grow, or are you operating transportation businesses in multiple markets?

Next, provide an overview of each of the subsequent sections of your plan. For example, give a brief overview of the transportation industry. Discuss the type of transportation business you are operating. Detail your direct competitors. Give an overview of your target customers. Provide a snapshot of your marketing plan. Identify the key members of your team. And offer an overview of your financial plan.  

Company Analysis

In your company analysis, you will detail the type of transportation business you are operating.

For example, you might operate one of the following types of transportation businesses:

  • Moving Van Transportation : this type of transportation company specializes in large vans or small fleet trucks to move individuals to a new home. Larger companies are able to move the family or individual to a different country.
  • Medical Transportation: this type of transportation company specializes in the transportation of medical supplies and/or devices and equipment.
  • Taxi Company: this type of transportation company focuses on individuals needing to get to different locations. These trips are often short and within the same city or neighborhood. Many individuals utilize taxi companies for pickup or dropoff from the airport.

In addition to explaining the type of transportation business you will operate, the Company Analysis section of your business plan needs to provide background on the business.

Include answers to question such as:

  • When and why did you start the business?
  • What milestones have you achieved to date? Milestones could include the number of clients served, number of positive reviews, reaching X amount of clients served, etc.
  • Your legal structure. Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.

Industry Analysis

In your industry analysis, you need to provide an overview of the transportation industry.

While this may seem unnecessary, it serves multiple purposes.

First, researching the transportation industry educates you. It helps you understand the market in which you are operating. 

Secondly, market research can improve your strategy, particularly if your research identifies market trends.

The third reason for market research is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.

The following questions should be answered in the industry analysis section:

  • How big is the transportation industry (in dollars)?
  • Is the market declining or increasing?
  • Who are the key competitors in the market?
  • Who are the key suppliers in the market?
  • What trends are affecting the industry?
  • What is the industry’s growth forecast over the next 5 – 10 years?
  • What is the relevant market size? That is, how big is the potential market for your transportation business? You can extrapolate such a figure by assessing the size of the market in the entire country and then applying that figure to your local population.

Customer Analysis

The customer analysis section must detail the customers you serve and/or expect to serve.

The following are examples of customer segments:individuals, seniors, families, and companies that need to transport their products.

As you can imagine, the customer segment(s) you choose will have a great impact on the type of transportation business you operate. Clearly, companies would respond to different marketing promotions than individuals, for example.

Try to break out your target customers in terms of their demographic and psychographic profiles. With regards to demographics, include a discussion of the ages, genders, locations and income levels of the customers you seek to serve.

Psychographic profiles explain the wants and needs of your target customers. The more you can understand and define these needs, the better you will do in attracting and retaining your customers.

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Competitive Analysis

Your competitive analysis should identify the indirect and direct competitors your business faces and then focus on the latter.

Direct competitors are other transportation businesses. 

Indirect competitors are other options that customers have to purchase from that aren’t direct competitors. This includes transportation companies such as limousines, bicycle services, car rental companies, etc.

With regards to direct competition, you want to describe the other transportation businesses with which you compete. Most likely, your direct competitors will be transportation businesses located very close to your location.

transportation competition

For each such competitor, provide an overview of their businesses and document their strengths and weaknesses. Unless you once worked at your competitors’ businesses, it will be impossible to know everything about them. But you should be able to find out key things about them such as:

  • What types of vehicles do they operate?
  • What areas do they serve?
  • What type of transportation company are they?
  • What is their pricing (premium, low, etc.)?
  • What are they good at?
  • What are their weaknesses?

With regards to the last two questions, think about your answers from the customers’ perspective. And don’t be afraid to ask your competitors’ customers what they like most and least about them.

The final part of your competitive analysis section is to document your areas of competitive advantage. For example:

  • Are your vehicles more fully-equipped than the competition?
  • Will you provide transportation services that your competitors don’t offer?
  • Will you provide faster delivery time?
  • Will you provide better customer service?
  • Will you offer better pricing?

Think about ways you will outperform your competition and document them in this section of your plan.  

Marketing Plan

Traditionally, a marketing plan includes the four P’s: Product, Price, Place, and Promotion. For a transportation company, your marketing plan should include the following:

Product : In the product section, you should reiterate the type of transportation company that you documented in your Company Analysis. Then, detail the specific products you will be offering. For example, in addition to transportation services, will you provide GPS tracking, 24/7/365 service, client communication, and any other services?

Price : Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of your marketing plan, you are presenting the services you offer and their prices.

Place : Place refers to the location of your transportation company. Document your location and mention how the location will impact your success. For example, is your transportation business located near a warehouse district, an office complex, an urban setting, or a busy neighborhood, etc. Discuss how your location might be the ideal location for your customers.

Promotions : The final part of your transportation marketing plan is the promotions section. Here you will document how you will drive customers to your location(s). The following are some promotional methods you might consider:

  • Advertising in local papers and magazines
  • Commercials
  • Social media marketing
  • Local radio advertising

Operations Plan

While the earlier sections of your business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections as follows.

Everyday short-term processes include all of the tasks involved in running your transportation business, including cleaning the vehicle, any necessary mechanical needs the vehicle may require, fueling the vehicle, and informing clients of location and status updates.

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to obtain your XXth client, or when you hope to reach $X in revenue. It could also be when you expect to expand your transportation business to a new location.  

Management Team

To demonstrate your transportation business’ ability to succeed, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company. 

Ideally you and/or your team members have direct experience in managing transportation businesses. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act like mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in managing a transportation business or is connected to a wide network of professional associations.  

Financial Plan

Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance sheet and cash flow statements.

Income Statement : an income statement is more commonly called a Profit and Loss statement or P&L. It shows your revenues and then subtracts your costs to show whether you turned a profit or not.

In developing your income statement, you need to devise assumptions. For example, will you take on one new client at a time or multiple new clients with multiple vehicles and drivers ? And will sales grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.

Balance Sheets : Balance sheets show your assets and liabilities. While balance sheets can include much information, try to simplify them to the key items you need to know about. For instance, if you spend $50,000 on building out your transportation business, this will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a bank writes you a check for $50,000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.

Cash Flow Statement : Your cash flow statement will help determine how much money you need to start or grow your business, and make sure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt. 

In developing your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing a transportation business:

  • Cost of vehicles
  • Cost of fuel and transportation overhead
  • Payroll or salaries paid to staff
  • Business insurance
  • Taxes and permits
  • Legal expenses

Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include your vehicle lease or cost, types of customer you will be targeting, and the areas your transportation business will serve.  

Putting together a business plan for your transportation business is a worthwhile endeavor. If you follow the template above, by the time you are done, you will truly be an expert. You will really understand the transportation industry, your competition, and your customers. You will have developed a marketing plan and will really understand what it takes to launch and grow a successful transportation business.  

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Business Plan Transportation And Logistics

Transport and logistics business is a vital part of the American infrastructure, keeping the country’s economy moving as goods progress from supplier to customer. The transportation industry is made up of companies in providing a variety of transportation services over varying distances, and all are central to our economy.

Types of Transport and Logistics Business

Aerospace logistics.

This type of business caters to the need for international shipping services. Airfreight requires less packaging and reduced insurance when compared to ocean travel. That means it can be less expensive to transport when taking time and materials into consideration.

The two most significant benefits of air transport are:

transport and logistics

  • Allows for speedy deliveries:  Despite the possibility of occasional flight delays, air transport is significantly faster than ship, truck, or plane delivery under most circumstances. Additionally, airplanes operate on a fixed schedule. This reliability is an asset when arranging shipment, particularly for perishable goods that require prompt — often overnight — delivery.
  • Offers enhanced security:  Planes offer this speed with little to no compromise to the quality of the product, providing optimal protection and safe handling due to rigorous flight checkpoints and little interference during flight.

However, a few disadvantages to consider about air transport are:

  • Cost:  Air transport is more expensive than truck transport due to the higher cost of fuel and additional expenses like tickets, maintenance, checkpoints, special handling fees for certain materials, shipping containers, and more. When ground logistics are an option , and guaranteed quick delivery is not required, trucks are often the more economical decision. For companies who can afford the cost and rely on fast shipments, air transport is ideal.
  • Limitations:  Due to the nature of air transport, there are certain limitations in place that some companies may find difficult to navigate, including size, weight, and product restrictions. Airplanes have a set weight capacity that they cannot exceed, and many materials are too hazardous to transport via flight.

Rail Freight

Combined with truckload shipping and aerospace logistics, rail freight is a crucial component of the U.S. logistics system. Managing the rail system is a big task, though, so it’s a good idea to hire a freight company that can manage intermodal shipping or multimodal shipping. 

Truckload Shipping

This business segment has been further classified into the following sub-segments:

  • LTL Freight Services
  • Oversize Freight Services
  • Industrial Machinery Transport Services
  • Expedited Freight Services

Customers look for a Company that can handle a multitude of situations. Customers decide according to their needs, e.g., if they need a full truckload, a less than truckload carrier, delicacy/fragility, and items’ sensitivity.

Understanding the Truck Transportation

This subsector includes establishments occupied with the truck transportation of goods. These establishments might be carrying general cargo or specialized freight.

The specialized cargo includes goods that, on account of size, weight, shape, or other inherent characteristics, require particular equipment for transportation. Establishments might be operating locally inside a metropolitan zone and Its hinterland, or over significant distances, that is between metropolitan territories.

General Freight Companies

General freight companies don’t need the utilization of particular equipment and handle a wide variety of commodities, Freight is generally palletized and transported in a container or van trailer. General freight companies comprise two types local general freight trucking, long-distance, and General Freight-Trucking.

General Freight Trucking, Local

These companies usually provide trucking within a metropolitan area that may cross state lines. Generally, the trips are same-day returns.

General Freight-Trucking, Long-Distance

These companies primarily engaged in long-distance, general freight trucking,  primarily providing trucking services between metropolitan areas.

Establishments usually provide trucking between metropolitan areas that cross North American countries’ borders . The industry includes establishments operating as truckload (TL) or less-than-truckload ( LTL ) carriers.

Less-than-truckload refers to products and commodities that do not fill up the whole truck. This provides the option for other shippers to join together to save more money for smaller shipments. Full-truckload (FTL) is the Inverse; a whole truck is devoted to one transporter

How Does Auto Transport Work

Once you place your order and submit paperwork, the shipping of your vehicle will be booked by the dates on your transportation request.

After a truck has been appointed, you will get a call from the driver to plan the pickup time and date. Want to know about the cost of shipping a car across the states and internationally? this topic might be helpful for you to determine the cost of shipping a car .

How to Start a Transportation Business

Jumping into such an economically important trade stream , with literally millions of people relying on your ability to manage your time, takes a lot of planning and a deep understanding of the logistics involved in making your company work.

7 Steps to Launch Your Transport Business

Steps to Launch your Logistics Business

If you’re thinking about starting a transport business , you should pay attention to what you’ll need to know, study and acquire before you get started.

It’s important to prioritize setting a strong foundation now to avoid stress and challenges in the future. The following are 7 steps to starting your own transportation company.

1. Choose a Transport Niche

The first step to starting a transportation business is defining who and what you will serve. The question is, “What niche do I want to enter?”. As previously mentioned, there are a variety of transport companies, and only one type is likely to be successful.

If you’re not sure what to choose, research the supply and demand in your area. Offering a solution to a specific and relevant need or problem ensures that you’ll have a steady client base when you open.

2. Transport and Logistics Business Plan

For a transport and logistics company to succeed, you have to know what your goals are. Prepare a logistics and transport business plan that reflects your vision for your company. Ensure your marketing plan includes the budget and projections for your startup.

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3. Decide on Your Preferred Business Model

As soon as you choose a niche and learn everything you can about it, you will be ready to move on to the business model stage. Here you will set up your business structure  and fill in your operational information. You have several options for setting up a specialized business model.

  • Sole proprietorship- Rather than incorporate a business , you work as an individual or couple. However, the downside of a sole proprietorship is that any business losses may have to be absorbed personally.
  • Partnerships- With a partnership, you can go into business with others. General and limited liability partnerships differ in the way that each partner assumes risks, debts, or actions on behalf of the business as a whole.
  • Limited liability company (LLC)-  With an LLC, your personal and business information are completely separate. This may change your tax status, but it protects you from personal losses.

Do You Need to Register a Transport Business?

Wise Business Plans offer you a wide range of business formation services to make it easy for you to incorporate a transport business and focus on other tasks.

  Register a transport business entity now

4. Obtain a Federal Tax ID Number

The first step in your transportation service journey is establishing yourself as a business. To do this, you need to get a business license from your local or state authorities. Since business license rules vary by region, you should also check with your local government.

You need to apply for a federal tax identification number, or employer identification number (EIN) before you open a business.

5. Obtain a License or Permit

To start a transportation service, you must be licensed. Why does a transportation business need more permits than other kinds of businesses? The answer is that in many scenarios, you will work with passengers, people, and other precious cargo.

Do You Need a Business License for a Trucking Company?

Wise business plans have simplified the process for you to get your transport business licenses, tax registrations, and seller’s permits in just minutes!

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6. Open a Business Bank and 30 Account and Get Credit Cards

Personal asset protection is enhanced when you open specialized business banking and credit accounts. When your personal and professional accounts are mixed, your personal assets (your home, automobile, and other valuables) are vulnerable if your company is sued.

Furthermore, learning how to establish business credit may assist you in receiving credit cards and other financial resources in your transport and logistic business’s name (rather than yours), improved interest rates, greater lines of credit, and more.

Set up a business bank account

Apart from being a requirement when applying for business loans, establishing a business bank account has several benefits.

  • Separates your personal belongings from your transport and logistic business’s assets, which is critical for personal asset protection.
  • Makes tax preparation and accounting simple.
  • It makes tracking expenses easier and more organized.

Recommended: To discover the greatest bank or credit union, read our Best Banks for Small Business review .

Open net 30 account

Net 30 payment terms are used to establish and develop business credit as well as boost company cash flow. Businesses purchase products and pay off the whole amount within a 30-day period using a net 30 account.

Net 30 credit vendors are reported to the major business credit bureaus (Dun & Bradstreet, Experian Business, and Equifax Business Credit). This is the way businesses build business credit to qualify for credit cards and other lines of credit.

Recommended: Read our list of the top net 30 vendors guide to start getting business credit or simply open your net 30 account with wise business plans in seconds.

Get a business credit card

It’s exciting to open a business credit card for your transport business. A business credit card can assist you to establish credit, safeguard your company financially, access rewards (such as cash back), and simplify cash flow. It can also assist you to manage your expenditures.

Pro Tips: Take a look at our list of the 11 best business credit cards and decide which one is the right fit for you.

7. Purchase and Build Your Fleet

If your company picks the right vehicles, your drivers will have the right equipment for the job. The result is efficiency and speed of service. A small van being used to carry a huge load will make your company look unprofessional, as will using a large bus trailer to haul limited cargo.

When choosing your logistics vehicles, you should consider the following:

  • What supplies you will carry
  • The number of supplies you will need to carry
  • The types of terrain you will encounter.

Business Plan Writing Services by Wise Business Plans

“There are a lot of government regulations when moving items from country to country,” said Joseph Ferriolo, Director of Wise BusinessPlans. “We support the companies that ease stress for clients, businesses, and individuals by taking care of their essential equipment and household goods during long-distance moves.

By offering them a high-quality business plan for a transportation company and accompanying services that can pave the way to a more prosperous business future, we work to give them a better long-term business life “, said Ferriolo.

Transport and Logistics Business Plan

Trucking operators often find transport and trucking business plan vital to planning routes and suppliers and looking ahead to the future of the company in a changing economic environment. A trucking business plan is essential for creating a trucking company with a solid foundation and the ability to both compete and deliver.

“ Business planning is what we do and we strive to do it with accuracy and professionalism, always with our client’s best interests in mind,” Ferriolo added.

The wise business plan is committed to helping transport companies to register their businesses, creating a high-quality transport and logistics business plan to get funded.

What is Included in Transport and Logistics Business Plan

Executive summary.

Once the stages of gathering data and brainstorming are over, it is time to know the best way to execute your business plan. This is when the elaboration of an Executive Summary comes into play.

The operational plan describes how your transport and logistics business forwarding company will be structured, location, physical facilities, and equipment.

You should also make estimates about your company’s productive capacity and how many operations you can develop per month. In addition, you should outline the number of employees needed and the tasks that each one will have in your business.

Company Description

After the Executive Summary, it’s time to describe the company description you must have to include 5 W’s in your and 1 H when drafting your first copy for the transport and logistics business plan.

  • Who are you? Who is your business?
  • What is your product or service?
  • Where is your business located?
  • When will you implement your business plan and see results?
  • Why would potential customers want to buy from you?
  • How are you going to structure your business?

Market Analysis

Analyzing the market is one of the most fundamental steps to preparing a good transport and logistics business plan. At this stage, you will define who your customers, competitors, and suppliers will be, in addition to detailing the products and services you plan on offering in the transport and logistics business.

Identifying the target audience of your company is critical. It seems obvious, but it is important to remember: without customers, there is no way a company exists. Therefore, look for detailed information on who your ideal customer is, how they behave and what they seek in the marketplace.

Quality and Cost-Effectiveness

After tracing the profile of your business’s target audience, it is important to think about the positioning of the services you’ll provide. Think about how you want your services to be seen by the international market to be chosen over your competitors. What do quality and cost-effectiveness mean for them?

The more specific market data you gathered in the first stage, the more knowledge you’ll have over the skills you need to develop in order to establish your transport and logistics business in the market.

Financial Projections

It is also extremely important to find out if your transport and logistics business is financially viable. When it comes to financial terms, you should have a sense of how much should be invested to get your business started, considering aspects like rent, workforce, equipment, and registration fees.

You should also stipulate the capital necessary for your company to operate in the long term, making a balance between variable/invariable expenses and the expected revenue.

Download the business plan for transport and logistics in pdf or visit our shipping and logistics business plan sample page to learn what a business plan looks like.

In case you need examples of business plans for other industries, we have compiled a list of sample business plans for a wide range of industries to give you ideas.

Other Major Services for Transport and Logistics Business

Starting a transport business? Wise business plans offer you a quick and easy guide to starting your transport and logistics business , as well as assistance in every step along the way from funding to registering or licensing a business entity, branding, and marketing. Following are our main services

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  • Business Credit Cards
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Wise business plans also offer a net 30 account application . A Net-30 account allows you 30 days to pay the bill in full after you have purchased products. Managing your business finances is also easier with Net 30 accounts. Apply for your net 30 business accounts now

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Transport Business Plan Sample

Published Aug.16, 2016

Updated Apr.24, 2024

By: Jakub Babkins

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Transport Business Plan Sample

Table of Content

Transport business plan for starting your own business

Do you want to know how to start a transport business ? Well, technology hasn’t yet got sufficiently advanced to enable teleportation of things and thus humans have to still rely on old friends: trucks, vans, and cars for transportation.

The business is never going to fall in demand and immense profits can be generated through launching it if you are good at business management. To have a guide on how to start and run this business we’re providing a free business plan here. This business plan for transport was written for ‘Niro Transports’ a transport startup based in Atlanta.

You can benefit from here. Moreover, you can also hire our business plan writing services if you want to get a specialized business plan tailored to your needs.

Executive Summary

2.1 the business.

Niro Transports will be owned by Tom Niro. The business will provide transport vehicles for enabling the transportation of goods in multiple domains. In the initial years, manufacturing and construction businesses will be specifically targeted so that they can be made to enter long-term contracts with us.

2.2 Management of transport business

The crux of the transportation business lies in your managerial skills. A transport business cannot be run successfully if you are not willing to stay vigilant throughout the operational days. You have to have a strong hold over your employees, and you must have a mechanism to check and measure their performance.

To effectively manage your transport business, you will need to start by developing a transport company business plan. In your strategic business plan you should include the details of how many employees you will be hiring and how you will spend your finances to manage the business.

This transport business sample can serve as a model for you. From here you can learn how to start a transport company and manage it effectively by studying the real-life experience of Niro Transports.

2.3 Customers of transport business

Before starting a transport company you must study some transport business plans to identify the group of target customers. Generally, the customers of this enterprise are:

  • Manufacturing Bases
  • Construction Business
  • Food Enterprises
  • Home Shifting Businesses

2.4 Business Target

The fiscal business targets are demonstrated in the following graph. However, the business targets related to marketing and expansion of the transport network will be given in the next sections.

3 Years Profit Forecast - Transport Business Plan Sample

Company Summary

3.1 company owner.

Tom Niro will be the owner of Niro Transports. Niro has acquired a degree in Executive MBA. After excelling in his academic career, he went on to earn fame in the business world. Working for 4 years in the freight business, he earned a reputation as an honest and hard-working manager.

3.2 Why the transport business is being started

While working in the freight business, Niro came to have various transport ideas that he couldn’t implement due to having limited decision-making authority. Finally, he decided to exploit a transport business opportunity and manage it the way he wanted.

3.3 How the transport business will be started

As per the transport company business plan of Niro Transports, the following steps should be taken to start this business.

Step1: Plan & Take Down

The first step is to develop a business plan transport company. Your strategic plan should cover all aspects such as how to get a transport contract, what would be the broad guidelines for agreements done to the consumer businesses etc. This business plan for transport company pdf will be elaborating all those aspects for your help.

Step2: Recruit

The next step is to hire talented and hardworking employees for your business. For the transport sector, you will need to hire relatively more employees in managerial positions as well as for the posts of drivers.

Step3: Get the Vehicles

To conduct the transport business, you will need to purchase vehicles of different sizes and functionality.

Step4: Market with a Strong Web Presence

Lastly, you will need to ensure a strong web presence to advertise your venture. Moreover, offline media should also be used to ensure the marketing is done rightly.

Startup Cost - Transport Business Plan Sample

Legal$134,400
Consultants$0
Insurance$23,100
Rent$31,400
Research and Development$10,000
Expensed Equipment$53,200
Signs$3,400
Start-up Assets$213,400
Cash Required$181,000
Start-up Inventory$35,100
Other Current Assets$231,000
Long-term Assets$211,400
 
Start-up Expenses to Fund$255,500
Start-up Assets to Fund$871,900
Assets 
Non-cash Assets from Start-up$1,120,400
Cash Requirements from Start-up$135,300
Additional Cash Raised$50,000
Cash Balance on Starting Date$35,000
Liabilities and Capital 
Liabilities$13,600
Current Borrowing$0
Long-term Liabilities$0
Accounts Payable (Outstanding Bills)$63,500
Other Current Liabilities (interest-free)$0
Capital 
Planned Investment$1,127,400
Investor 1$0
Investor 2$0
Other$0
Additional Investment Requirement$0
Loss at Start-up (Start-up Expenses)$136,200

Operational and Strategic Planning

Services of transport business.

If you are starting your own transport business it would be good to have your hands on multiple transport business opportunities. For that, you should study many sample trucking business plans and notice which type of services they are providing. Since the services may overlap with those of other enterprises, it is advisable to also consult passenger transport business plan and general freight trucking business plan .

In this transport business plan, we are providing the services of Niro Transports so that you can have help with your transport proposal, if you plan to enter transport services business.

  • Transporting Food Items

Our major service will be transporting raw food materials to the industries that deal in food products. We will also transport the raw items to hotels and motels that need an influx of new material on daily basis.

  • Home Shifting

We will also serve in the arena of house shifting. To move the furniture and household appliances, we will provide both the vehicles and drivers.

  • Transporting Construction Material

We will also serve in the construction sector. We will procure vehicles specialized in functionality to carry grit, concrete, bricks, and other construction materials.

  • Transporting General Goods

We will provide vehicles and drivers to enable transportation to and from manufacturing bases.

Marketing Analysis of transport business 

Excellent work.

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There are various types of transport business and depending on your interest and area, the marketing analysis can be entirely different. For instance, if you are more towards transporting general goods, you would need trucking business plan doc.

For marketing analysis, you have to study how many businesses of the same type are operating near your startup. Moreover, you should study their respective strategies to conduct the business so to know how to succeed in transport business in that locality.

Since Niro decided to provide a myriad of services, the transport business plan developed by him can be taken as general guidance. If you are starting a transport business in any city, you can have help from here. You can get transport business tips, and a complete guidance on how to run transport business and how to manage transport business.

5.1 Market Trends

In the United States, more than 40k businesses are successfully running in each category such as freight packing and logistics, water transportation, moving services, taxi services, etc. Owners of these businesses are earning profits in billions in each category, as per the specified statistics by IBISWorld.

The market trends are promising and therefore if you are thinking about starting a transport business, you must go for it. Here is a complete guide on how to register a transport company and how to run a transport company for information.

5.2 Marketing Segmentation

The customers of the transport business are almost the same as those mentioned in starting a towing business plan and starting logistics business plan .

Marketing Segmentation - Transport Business Plan Sample

5.2.1 Manufacturing Bases

The biggest category of our target customers will be the manufacturing bases. They will need our services to get the raw materials, tools, and machinery transported to their sites. They will also need us to transport the finished products in bulk.

5.2.2 Construction Business

The construction businesses will be utilizing our services to get the construction material transported. In Atlanta, several construction businesses are located near the place where we have established ourselves. And thus, working with them will save us time and money.

5.2.3 Food Enterprises

Companies that prepare packed food items from the raw materials and hotels that cook their own meals will acquire our services.

5.2.4 Home Shifting Businesses

People who do jobs usually possess a car or any vehicle for the commute. However, still, some of them are expected to avail themselves of our services.

       
Manufacturing Bases32%43,10051,72062,06474,47789,37210.00%
Construction Business26%33,10039,72047,66457,19768,63610.00%
Food Enterprises22%22,70027,24032,68839,22647,07110.00%
Home Shifting Businesses20%14,30017,16020,59224,71029,65211.00%
10%

5.3 Business Target

Niro Transports aim to meet the following business targets:

  • Acquiring a CSAT score of 90+ within a year of the launch
  • Expanding the business activity to one more location by the end of the first five years
  • Start making at least $30k in monthly profits by the end of the first three years 

5.4 Product Pricing

For the initial two years, we aim to keep our prices slightly less than our competitors. This will be done to expand the reach. However, following this time duration, we will raise the prices such that they become almost equivalent to those of our competitors.

Marketing Strategy of transport business

Running a transport business demands huge investment in terms of both time and money. And unless you have the mindset determined enough, you would feel difficulty managing the business. Just searching on Google for I want to start transport business wouldn’t suffice. You have to research how to start a transport business in your preferred city. Moreover, you have to craft a business proposal for transport services. 

The sales strategy of Niro Transports is given in this business plan of a transport company.

6.1 Competitive Analysis

  • Our biggest competitive advantage is our strategic location near all the giant organizations that we aim to serve.
  • Secondly, we are especially focusing on reaching a maximum number of customers whether that means parting from monetary benefits. This strategy when carefully continued will benefit us in the longer run.

6.2 Sales Strategy

  • We will create and brand posters based on memes so that more and more people see and share them.
  • We will offer a 10% discount to hotels for the first year of our launch.
  • We will set up a photography base with some vehicles culturally decorated so that teens and youngsters could capture pictures and share our brand name.

For more advertisement ideas, you may want to visit dump truck business plan sample as well as taxi company business plan .

6.3 Sales Monthly

Sales Monthly - Transport Business Plan Sample

6.4 Sales Yearly

Sales Yearly - Transport Business Plan Sample

6.5 Sales Forecast

Unit Sales - Transport Business Plan Sample

Unit Sales
Transporting Food Items1,2001,2721,348
Home Shifting9501,0071,067
Transporting Construction Material800848899
Transporting General Goods650689730
Unit PricesYear 1Year 2Year 3
Transporting Food Items$600.00$696.00$807.36
Home Shifting$500.00$580.00$672.80
Transporting Construction Material$700.00$812.00$941.92
Transporting General Goods$1,200.00$1,392.00$1,614.72
Sales   
Direct Unit CostsYear 1Year 2Year 3
Transporting Food Items$200.00$220.00$231.00
Home Shifting$200.00$220.00$231.00
Transporting Construction Material$200.00$220.00$231.00
Transporting General Goods$250.00$275.00$288.75
Direct Cost of Sales   

Personnel plan of transport business

Most of the transport business depends on the dedication of drivers and the vigilance of managers. in your business plan transport company you must enlist the staff you would hire to fill up different positions. For your help, we are listing the personnel plan of Niro Transports in this transport business plan template free of cost. If you want to save the business plan for later use, you can download it from transport company business plan pdf.

7.1 Company Staff

Niro, the CEO, will hire the following people:

  • 1 Operation Manager
  • 2 Sales Executives
  • 1 Digital Media Manager 
  • 1 Customer Care Executive
  • 2 Technical Assistants (Mechanics)

7.2 Average Salary of Employees

 
Operation Manager$30,000$33,000$36,300
Sales Executives$58,500$64,350$70,785
Digital Media Manager$28,500$31,350$34,485
Customer Care Executive$28,500$31,350$34,485
Technical Assistants (Mechanics)$42,500$46,750$51,425
Drivers$200,000$220,000$242,000

Financial Plan of transport business

Making a comprehensive financial plan is essential to ensure that your business generates profit and remains safe from getting into a loss. The financial plan should cover detailed planning for at least three years. It should entail the expected sales, investments, earnings, and the ratios mentioned below.

In this transporter business plan the financial plan that enabled Niro to earn huge profits is given free of cost. Through this transport business plan sample you can have an insight into how much one can earn through this business.

While you skim through, you must identify that your profit generation would depend a lot on your transport business ideas. It is because due to increased competition, one has to be ultra-competitive and hardworking to earn fame in this field.

8.1 Important Assumptions

 
Plan Month123
Current Interest Rate8.12%8.20%8.26%
Long-term Interest Rate8.40%8.44%8.47%
Tax Rate24.03%24.21%24.60%
Other000

8.2 Break-even Analysis

Break-even Analysis - Transport Business Plan Sample

Monthly Units Break-even5340
Monthly Revenue Break-even$132,500
Assumptions: 
Average Per-Unit Revenue$231.00
Average Per-Unit Variable Cost$0.62
Estimated Monthly Fixed Cost$163,800

8.3 Projected Profit and Loss

 
Other$0$0$0
TOTAL COST OF SALES
Expenses   
Payroll$388,000$426,800$469,480
Sales and Marketing and Other Expenses$145,000$148,000$156,000
Depreciation$2,300$2,350$2,500
Leased Equipment$0$0$0
Utilities$2,900$3,000$3,100
Insurance$2,100$2,100$2,100
Rent$2,900$3,000$3,200
Payroll Taxes$24,000$25,000$27,000
Other$0$0$0
Profit Before Interest and Taxes$1,215,300$1,629,371$2,192,765
EBITDA$1,215,300$1,629,371$2,192,765
Interest Expense$0$0$0
Taxes Incurred$243,060$325,874$438,553
Net Profit$972,240$1,303,497$1,754,212
Net Profit/Sales38.35%41.82%45.77%

8.3.1 Profit Monthly

Profit Monthly - Transport Business Plan Sample

8.3.2 Profit Yearly

Profit Yearly - Transport Business Plan Sample

8.3.3 Gross Margin Monthly

Gross Margin Monthly - Transport Business Plan Sample

8.3.4 Gross Margin Yearly

Gross Margin Yearly - Transport Business Plan Sample

8.4 Projected Cash Flow

Projected Cash Flow - Transport Business Plan Sample

Cash Received
Cash from Operations   
Cash Sales$51,000$55,080$59,486
Cash from Receivables$22,000$23,760$25,661
SUBTOTAL CASH FROM OPERATIONS
Additional Cash Received   
Sales Tax, VAT, HST/GST Received$0$0$0
New Current Borrowing$0$0$0
New Other Liabilities (interest-free)$0$0$0
New Long-term Liabilities$0$0$0
Sales of Other Current Assets$0$0$0
Sales of Long-term Assets$0$0$0
New Investment Received$0$0$0
SUBTOTAL CASH RECEIVED
ExpendituresYear 1Year 2Year 3
Expenditures from Operations  
Cash Spending$42,000$42,000$45,000
Bill Payments$27,000$28,000$31,000
SUBTOTAL SPENT ON OPERATIONS
Additional Cash Spent   
Sales Tax, VAT, HST/GST Paid Out$0$0$0
Principal Repayment of Current Borrowing$0$0$0
Other Liabilities Principal Repayment$0$0$0
Long-term Liabilities Principal Repayment$0$0$0
Purchase Other Current Assets$0$0$0
Purchase Long-term Assets$0$0$0
Dividends$0$0$0
SUBTOTAL CASH SPENT
Net Cash Flow$21,000$23,000$25,000
Cash Balance$27,000$30,000$33,000

8.5 Projected Balance Sheet

Assets
Current Assets   
Cash$275,000$308,000$338,800
Accounts Receivable$24,000$26,880$30,213
Inventory$4,300$4,816$4,900
Other Current Assets$1,000$1,000$1,000
TOTAL CURRENT ASSETS
Long-term Assets   
Long-term Assets$10,000$10,000$10,000
Accumulated Depreciation$19,400$21,728$24,444
TOTAL LONG-TERM ASSETS
TOTAL ASSETS
Liabilities and CapitalYear 4Year 5Year 6
Current Liabilities   
Accounts Payable$18,700$20,944$23,541
Current Borrowing$0$0$0
Other Current Liabilities$0$0$0
SUBTOTAL CURRENT LIABILITIES
Long-term Liabilities$0$0$0
TOTAL LIABILITIES
Paid-in Capital$30,000$30,000$31,000
Retained Earnings$53,000$57,770$63,547
Earnings$193,400$210,806$231,887
TOTAL CAPITAL
TOTAL LIABILITIES AND CAPITAL
Net Worth$293,400$319,806$351,787

8.6 Business Ratios

 
Sales Growth7.25%8.03%8.90%3.00%
Percent of Total Assets    
Accounts Receivable9.21%10.20%11.31%9.80%
Inventory5.39%5.97%6.62%9.90%
Other Current Assets2.11%2.34%2.59%2.40%
Total Current Assets149.80%151.00%152.00%158.00%
Long-term Assets11.55%11.60%11.64%12.00%
TOTAL ASSETS
Current Liabilities4.90%4.94%4.98%4.34%
Long-term Liabilities0.00%0.00%0.00%0.00%
Total Liabilities7.59%7.65%7.72%7.38%
NET WORTH
Percent of Sales    
Sales100.00%100.00%100.00%100.00%
Gross Margin94.60%97.15%99.87%99.00%
Selling, General & Administrative Expenses93.56%96.09%98.78%97.80%
Advertising Expenses1.52%1.56%1.60%1.40%
Profit Before Interest and Taxes41.50%42.62%43.81%33.90%
Main Ratios    
Current34353632
Quick3333.834.64533
Total Debt to Total Assets0.18%0.18%0.17%0.40%
Pre-tax Return on Net Worth74.08%74.89%75.00%75.00%
Pre-tax Return on Assets96.30%101.12%106.17%111.30%
Additional RatiosYear 1Year 2Year 3 
Net Profit Margin33.56%34.60%35.67%N.A.
Return on Equity55.80%57.53%59.31%N.A.
Activity Ratios    
Accounts Receivable Turnover7.77.87.8N.A.
Collection Days100100100N.A.
Inventory Turnover32.434.0235N.A.
Accounts Payable Turnover15.61616.3N.A.
Payment Days272727N.A.
Total Asset Turnover2.52.52.6N.A.
Debt Ratios    
Debt to Net Worth-0.04-0.03-0.04N.A.
Current Liab. to Liab.111N.A.
Liquidity Ratios    
Net Working Capital$244,000$257,664$272,093N.A.
Interest Coverage000N.A.
Additional Ratios    
Assets to Sales0.850.870.89N.A.
Current Debt/Total Assets1%0%0%N.A.
Acid Test2929.1229.16N.A.
Sales/Net Worth2.12.22.2N.A.
Dividend Payout000N.A.
  • What is the most profitable transportation business?

Goods transport business is profitable in all domains and entirety. Though air transportation is considered the most profitable, the fact is you can make immense profits in other domains with relative ease and freedom.

  • How do you write a transportation proposal?

To write a business plan for transport, you need to have an understanding of business terms and trends. It is good to hire a specialist to make a transport company business plan for you. For an idea about what the transport business plan would look like, you can see this sample business plan transport company.

  • What are the 4 types of transportation?

The 4 types of transportation are Marine Transportation, Air Transportation, Road Transportation, and Rail Transportation.

  • How can I start a small transport business in the USA?

To start the transport business in any U.S. city, you need to first get transport company registration. Further steps can be seen in detail from this blog on how to start a transport company in any city.

Download Transport Business Plan Sample in pdf

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  2. Télécharger le Business Plan "Transport Express"

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  4. FREE 10+ Transport Business Plan Samples in PDF

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  5. Modèle de business plan pour transporteur routier

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VIDEO

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  2. TRANSPORT COMPANY PROFILE FORMAT 8286954450 LOGISTICS COMPANY PROFILE

  3. Business Partner B1 Unit 5.1.1

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