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OTR Trucking Business Plan Template – Start a Long-Haul Freight Company with Confidence
This ready-made OTR Trucking Company Business Plan is your blueprint for launching a successful long-haul freight business. Designed for owner-operators, fleet startups, or freight logistics companies, this plan helps secure funding, meet SBA requirements, and organize your operations from day one.
Whether you're leasing your first rig or scaling with multiple drivers, this fully editable plan (Word & PDF) lays out everything you need: equipment lists, lane strategies, rate models, and growth projections.
Fully customizable. Instantly downloadable. Investor-approved.
What’s Inside the Business Plan:
Executive Summary – Mission, startup goals, funding request, and industry outlook
Products & Services – OTR dry van, reefer, flatbed, hazmat transport, and freight brokerage expansion
Market Analysis – Freight industry trends, lane demand, spot vs. contract rates, and competitor profiles
Operations Plan – Dispatch process, DOT compliance, truck maintenance, IFTA filing, and ELD systems
Sales Strategy – Load board use, broker relationships, direct shipper outreach, fuel card and factoring programs
Management Overview – Owner-operator or fleet model, dispatcher, safety manager, and driver onboarding
Financial Forecast – 3-year projections covering revenue per mile, fuel costs, fixed overhead, truck payments, and breakeven analysis
Who Should Use This Plan?
– CDL holders launching their own trucking business
– Owner-operators looking to scale
– Fleet startups applying for SBA loans or grants
– Freight companies expanding into OTR lanes
– Founders presenting to banks or investors
Why Choose This Business Plan?
Long-haul trucking is highly competitive and capital-intensive — investors and lenders want detailed proof of profitability. Hiring a consultant can cost $700+ and take weeks. This template delivers the same professional quality instantly, with SBA-compliant formatting, cost-per-mile breakdowns, and revenue forecasts tailored to the trucking industry.

Frequently Asked Questions
Can I use this plan to get a CDL grant or SBA loan?
Yes — it’s SBA-compliant and perfect for loan applications, grants, or investor presentations.
Is this tailored to owner-operators or fleets?
Both. It includes models for single-rig startups and scalable fleet expansion.
Can I edit the numbers and routes?
Yes — it’s 100% editable in Microsoft Word. Adjust lanes, rates, trucks, and mileage with ease.
Customer Testimonials
“I used this plan to pitch a $75,000 startup loan and got approved. It had every detail my lender needed, including cost-per-mile breakdowns.”
— Anthony M., GroundLead Freight (San Antonio, TX)
“This plan helped me organize everything from dispatch flow to ELD compliance. It saved me months of trial and error.”
— Renee L., Blue Ridge OTR Co. (Roanoke, VA)
Drive Your Trucking Business With Investor Confidence
Every week you delay, competitors win contracts and freight lanes. This plan saves you $700+ in consulting fees and gets you lender-ready in hours, not weeks.
Start your OTR trucking company with a proven business plan investors trust. Download, edit, and launch today.

