Over the past 17 years, my firm has developed a number of plans specific for trucking and freight transportation services. Our clients have included:
- Owner-Operator Trucking Services (long haul and short haul)
- Fleet Based Trucking Services (short and long distance)
- Freight Brokerages
- Package Delivery and Courier Services
We can work closely with you to develop a business plan specific to the capital raising needs of your organization. Our firm can develop plans that are appropriate for both banks and investors. Each plan we complete meets the specifications set forth by the SBA. The chapter list of our plans is as follows:
1.0 Executive Summary
2.0 Financing Overview
3.0 Services
4.0 Overview of the Organization
5.0 Market, Industry, Economic, and Competitive Analysis
6.0 Key Strategic Issues
7.0 Marketing Plan
8.0 Personnel Plan
9.0 Financial Plan
Appendix A - SWOT Analysis
Appendix B - Critical Issues
Appendix C - Reference Sources
Appendix D - Monthly and Quarterly Profit and Loss Statements
Appendix E - Monthly and Quarterly Cash Flow Analysis
Appendix F - Loan Amortization Table
