Roofing Business Plan Template [Updated 2024]

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II. Company Overview


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

Who is [Company Name]?

[Company Name], located in [insert location here] is a newly established roofing company that will provide high quality roofing services for residential and commercial clients. The company aims to be the ultimate choice for reliable roofing services and the most durable and high quality roofing materials. Customer service is at the heart of [Company Name]’s business model and the company will ensure all contractors are trained to provide the highest levels of service throughout the duration of each roofing project.

[Company Name] was founded by [Founder’s Name], a local roofing contractor who has been working in the construction industry for over 20 years. He has extensive experience installing new roofs, repairing old roofs, and providing valuable construction advice for both residential and commercial roofing clients. In addition to his excellent roofing skills, he has been working as a project manager of a large team of roofers for the past ten years. [Founder] has set out to be the first choice for quality roofing services and a dependable contractor clients can trust.

[Company Name]’s History

[Founder] recently began researching what it would take to start his own roofing company and did a thorough analysis on the costs, market, demographics, and competition. [Founder] has compiled enough information to develop his business plan in order to approach investors.

Once his market analysis was complete, [Founder’s Name] began searching for a potential office space for his roofing company. [Founder’s Name] incorporated [Company Name] as an S-Corporation on [date of incorporation].

The business is currently being run out of [Founder’s Name] home office, but once the lease on [Company Name]’s office location is finalized, all operations will be run from there.

Since incorporation, the Company has achieved the following milestones:

  • Located available office space for rent that is ideal for in-person meetings with roofing clients.
  • Developed the company’s name, logo, and website located at [website].
  • Planned the suite of services to be offered.
  • Determined equipment, supplies, and materials needed.
  • Begun recruiting key employees and experienced roofing contractors.

[Company Name]’s Products/Services

Below are [Company Name]’s service offerings:

A team of licensed roofing contractors will be able to perform the following roofing services for residential and commercial clients:

  • Roof inspections
  • Roof repair
  • New roof installation
  • Roof restoration
  • Shingle replacement
  • Emergency repair
  • Gutter installation, maintenance, and repair
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