Freight Brokerage Business Plan Template [Updated 2024]

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I. Executive Summary

You can download our Business Plan Template (including a full, customizable financial model) to your computer here.

Business Overview

[Company Name] is a trusted freight company in [Location]. We proudly transport shipments of all types across any distance within the United States, from across town to across the country. We are committed to providing fast and cost-efficient transportation services to our clients while ensuring all shipments are safely and securely delivered.


The following are the services that [Company Name] provides:

  • Local and statewide shipping
  • Shipping within the continental US
  • International shipping
  • Bulk shipments

Customer Focus

[Company Name] will primarily serve manufacturers and distributors operating within a 100-mile radius of [Location], as well as local households. The demographics of these customers are as follows:

  • 150,000+ businesses and companies
  • 61,347 residents
  • Average household income of $87,100

Management Team

[Company Name]’s most valuable asset is the expertise and experience of its founder, [Founder’s Name]. With 10 years of experience as a freight broker, and a degree in Business Administration from University of ABC, he is uniquely qualified to lead the company to success.

Success Factors

[Company Name] is well-positioned to succeed for the following reasons:

  • We will be one of the few freight brokerage companies in the area. Furthermore, we have surveyed the local population and identified the pain points left by other shipping companies.
  • Our location is populated with a large contingent of regional transplants who have relatives living outside the area
  • The management team has a track record of success in the industry.
  • The freight brokerage business has proven to be a successful business in the United States.

Financial Highlights

[Company Name] is seeking total funding of $260,000 of debt capital to launch. The capital will be used for funding capital expenditures and location build-out, hiring initial employees, marketing expenses and working capital.

Specifically, these funds will be used as follows:

  • Store design/build: $100,000
  • Working capital: $160,000 to pay for marketing, salaries, and lease costs until [Company Name] is cash-flow positive

Topline projections over the next five years are as follows:

Year 1Year 2Year 3Year 4Year 5
Revenue$738,000 $1,716,272 $2,007,297 $2,331,125 $2,694,524
Total Expenses$639,595 $1,021,515 $1,110,127 $1,190,308 $1,273,715
EBITDA$98,405 $694,757 $897,169 $1,140,817 $1,420,809
Depreciation$16,560 $16,560 $16,560 $16,560 $16,560
EBIT$81,845 $678,197 $880,609 $1,124,257 $1,404,249
Interest$18,554 $16,235 $13,916 $11,596 $9,277
Pre Tax Income$63,291 $661,962 $866,694 $1,112,661 $1,394,972
Income Tax Expense$22,152 $231,687 $303,343 $389,431 $488,240
Net Income$41,139 $430,276 $563,351 $723,230 $906,732

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