How To Write A Business Plan For A Trucking Company

When you’re starting a new business, the first thing you need to do is write a business plan. A business plan can be a detailed document or a few pages long. The key is to include all the important information about your company. A well-written and detailed business plan can guide your decision-making as your company grows.

To write a business plan for a trucking include these sections: an executive summary, company description, operational plan, services, market analysis, management and personnel, sales and marketing strategies, financial projections, and funding.

Executive summary

How To Write A Business Plan For A Trucking Company

An executive summary is a short description of your business plan that highlights the most important parts of your plan.

The executive summary should be clear and concise and provide a quick overview of what you think might happen if your company succeeds. The goal is to give an overall sense of how big your company could become, who would benefit from its success and what kind of impact it could have on society.

Your executive summary should also include information about why you decided to start this particular type of business in the first place. For example, if you’re starting a trucking company because there aren’t enough women drivers in the industry today (which appears to be true based on some statistics), then mention that fact here!

Company Description

The company description is a section where you can talk about your history as a business and how it has evolved. You should include information about when the company was founded, who founded it, and why they started the business. This can be followed by a summary of the company’s products or services, along with any specialties.

The mission statement is another important part of this section that should be included at the beginning of your business plan. It will help define what type of trucking company you plan on running.

You will also want to explain what values are important for running such an operation properly. This may include being upstanding citizens in the community or being environmentally friendly with disposal practices for waste products from customers’ shipments.

Operational Plan

A trucking business plan should also include a detailed operational plan. This is where you detail your business model and how you’ll run it and make money. 

In the operational section of your trucking company plan, you should include:

  • A description of how the business will work. What products or services will it provide? How does the product get from point Y to point Z? Do you use third-party carriers or make all shipments in house? Are there any special requirements for packages that need to be transported (for example, if they are perishable or have fragile contents)? What examples of industry best practices could help make your shipping process more efficient?
  • Profit margins and cost breakdowns by line item. How much revenue do we need per employee per month to stay profitable while keeping overhead low enough to maintain good profit margins on each shipment? Are there any ways I can cut costs without reducing quality or service levels (i.e., using less packaging material)?

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Services for your trucking company can include:

  • Long-haul, short-haul, or local hauling
  • Door to door delivery (customer picks up from one location, and you deliver to another)
  • Temperature control services for perishables
  • Permit/license tracking and management
  • Fleet optimization services (i.e., route planning and driver scheduling)

What you can include in this section:

  • List all services your company will provide.
  • Describe each service in detail. For example, if you offer a service that involves loading and unloading trucks, include information about how this process works. Do you use forklifts or pallet jacks? What is the turnaround time? Will you load or unload trailers or containers with tools or machinery? What kind of insurance do you carry for the safety of your employees?
  • Ensure to include any information about the service that may not be obvious to an outsider (i.e., “We offer same-day delivery”).
  • In addition to explaining what services your firm offers, describe how you will provide the services (i.e., “We have a network of warehouses from coast to coast where we store our inventory, so it is available for fast shipment throughout North America”). As well as why they are being offered in the first place (i.e., “Our main focus is on providing speedy delivery”).

Market analysis

How To Write A Business Plan For A Trucking Company

A market analysis is a must for any business plan. You need to know how big your market is, what trends are happening in that industry, and how your competition is performing. If you can find a way to better serve customers than your competitors, you’ll have the edge over them!

This section should include:

  • How big is the trucking industry? What percentage of freight does it represent?
  • What are some of the major trends affecting this industry, both globally and locally? Are there new regulations coming down from government agencies that will affect us directly or indirectly?
  • Who are our direct competitors (the ones we compete with directly)? What makes them successful—their prices, their customer service, etc.?
  • How do we differentiate ourselves from those other companies that provide similar products/services as ours do?

Management and Personnel

Next, the plan describes the management team. You should describe the individual members of your management team and their roles, how long they’ve been with you, and their areas of expertise and experience. 

This is important because it gives potential investors a sense of who they’ll work with if they invest in your company. If there’s anyone on staff that has specialized knowledge or skills that can help you expand into new markets or services, this is also important information to include here.

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Sales and Marketing

Of course, you’ll want to include a sales and marketing strategies section. This is where your business plan comes into play—the more thoroughly it details the company’s processes, the more likely you will attract investors.

Outline the company’s current sales processes and how you plan to expand them in the future. If any problems with your current systems need fixing or new ones you want to implement, make a note of them. Then provide a timeline for when these changes will go into effect.

Here are some other things we’d suggest, including:

  • A detailed description of how your products or services work (including any materials needed)
  • An outline of pricing and what makes up pricing (such as shipping fees or other costs)
  • A breakdown of promotional plans such as advertising campaigns, social media posts, etc., along with estimated costs

Financial Projections

What are financial projections? Financial projections are the future state of your business based on current assumptions. Financial projections are important because they help you make better decisions about your company’s future. They help you understand what kind of funding you’ll need, how much money will be coming in, when, where it’s going out, and why.

What’s included in your financial projections:

  • The projected income statement is a snapshot of how you expect your business to perform in the next year. It shows how much revenue and expenses you’ll incur and the resulting profits or losses at different times.
  • The projected balance sheet is a snapshot of your company’s debt and equity at any given time.
  • The projected cash flow statement shows where all the cash goes during that period. It can help provide context for other financial statements by providing insight into where money will be spent or received throughout that time frame.
  • Finally, the projected statement of changes in equity provides an overview of what happens to each class of ownership during this period (e.g., owners’ capital accounts).


The funding request section is where you get to tell the bank and investors why they should lend money to you. You’ll need to explain what your business will look like when it’s fully operational and how much money it will take for that to happen.

If your business plan is for a trucking company, this section would be about how many trucks and trailers you’ll buy and what kind of service you’ll offer. It could also be about how many employees you need to hire or perhaps how much fuel it will cost per mile driven by each truck.

That’s it! You now have all the tools needed to start writing a business plan for your trucking company. We wish you the best of luck in your endeavors, and we hope you find this guide useful.

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Frequently Asked Questions

How Much Insurance Do You Need For Your Accounting and Payroll Business?

What’s the cost of starting a trucking company?

The initial investment will vary depending on how many trucks you want to buy and what kind of services you’re providing. If you want a single box truck, it will probably be around $12,000-$25,000.

How do I get financing for my trucking company?

You can get financing for a trucking company with a bank, credit unions, or online lenders. You can also ask individual investors online or in person if they’re willing to help finance your trucking company.

To learn more on how to plan your own trucking business click here!

Please note that the contents of this blog are for informational and entertainment purposes only and should not be construed as legal advice. Any action taken based on the information provided in this blog is solely at your own risk. Additionally, all images used in this blog are generated under the CC0 license of Creative Commons, which means they are free to use for any purpose without attribution.